Souders Financial Advisors
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1811240
Institutional-grade research for retail investors
13F Reported Value
ⓘ$876.4M
Holdings
216
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Souders Financial Advisors disclosed 216 positions worth $876.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 17 new positions and exited 10 and a full exit from $GLD. The portfolio is most concentrated in Other (68.4% of disclosed assets). All figures are sourced directly from Souders Financial Advisors’s Form 13F-HR filing with the SEC under CIK 1811240.
AI Fund Analysis
DiversifyingCAPITAL GRP FIXED INCM ETF
8.2% weight
Held 9 quarters
VANGUARD INDEX FDS
6.1% weight
Held 9 quarters
CAPITAL GROUP DIVIDEND VAL
5.0% weight
Held 9 quarters
VANGUARD STAR FDS
4.5% weight
Held 9 quarters
CAPITAL GROUP CORE EQUITY
4.4% weight
Held 9 quarters
CAPITAL GRP FIXED INCM ETF
8 quarters accumulating
FIDELITY MERRIMACK STR TR
8 quarters accumulating
J P MORGAN EXCHANGE TRADED
8 quarters accumulating
CAPITAL GRP FIXED INCM ETF
8 quarters accumulating
CAPITAL GRP FIXED INCM ETF
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer StaplesConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
CAPITAL GRP FIXED INCM ETF T
—Quality
$72.1M3,225,990 shVANGUARD INDEX FDS
—Quality
$53.6M89,639 shCAPITAL GROUP DIVIDEND VALUE
—Quality
$43.4M1,019,596 shVANGUARD STAR FDS
—Quality
$39.6M513,391 shCAPITAL GROUP CORE EQUITY ET
—Quality
$38.3M996,057 shSCHWAB STRATEGIC TR
—Quality
$32.6M1,062,838 shFIDELITY MERRIMACK STR TR
—Quality
$30.6M671,714 sh- 65.5
Quality
$27.7M777,194 sh J P MORGAN EXCHANGE TRADED F
—Quality
$21.6M426,724 shSCHWAB STRATEGIC TR
—Quality
$20.0M686,618 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | — | $72.1M | 3,225,990 |
| VANGUARD INDEX FDS | — | $53.6M | 89,639 |
| CAPITAL GROUP DIVIDEND VALUE | — | $43.4M | 1,019,596 |
| VANGUARD STAR FDS | — | $39.6M | 513,391 |
| CAPITAL GROUP CORE EQUITY ET | — | $38.3M | 996,057 |
| SCHWAB STRATEGIC TR | — | $32.6M | 1,062,838 |
| FIDELITY MERRIMACK STR TR | — | $30.6M | 671,714 |
 Booz Allen Hamilton Holding Corp$BAH | 65.5 | $27.7M | 777,194 |
| J P MORGAN EXCHANGE TRADED F | — | $21.6M | 426,724 |
| SCHWAB STRATEGIC TR | — | $20.0M | 686,618 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Souders Financial Advisors's 216 positions.
Showing top 10 of 216 holdings.
Sector Allocation
Other
$599.8M
Technology
$108.8M
Financials
$60.1M
Consumer Staples
$25.5M
Consumer Discretionary
$21.9M
Industrials
$19.0M
Healthcare
$18.1M
Energy
$7.9M
Full Holdings — Souders Financial Advisors (Q1 2026)
All 216 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | CAPITAL GRP FIXED INCM ETF T | $72.1M | 8.2% | +6% | — |
| 2 | — | VANGUARD INDEX FDS | $53.6M | 6.1% | -3% | — |
| 3 | — | CAPITAL GROUP DIVIDEND VALUE | $43.4M | 5.0% | -23% | — |
| 4 | — | VANGUARD STAR FDS | $39.6M | 4.5% | +0% | — |
| 5 | — | CAPITAL GROUP CORE EQUITY ET | $38.3M | 4.4% | +3% | — |
| 6 | — | SCHWAB STRATEGIC TR | $32.6M | 3.7% | +0% | — |
| 7 | — | FIDELITY MERRIMACK STR TR | $30.6M | 3.5% | +3% | — |
| 8 | $BAH | Booz Allen Hamilton Holding Corp | $27.7M | 3.2% | +5% | 65.5 |
| 9 | — | J P MORGAN EXCHANGE TRADED F | $21.6M | 2.5% | +2% | — |
| 10 | — | SCHWAB STRATEGIC TR | $20.0M | 2.3% | +2% | — |
| 11 | — | CAPITAL GROUP INTL FOCUS EQT | $18.4M | 2.1% | +2% | — |
| 12 | — | VANGUARD INDEX FDS | $18.3M | 2.1% | +1% | — |
| 13 |  $PG | PROCTER & GAMBLE Co | $17.6M | 2.0% | +5% | 72.9 |
| 14 |  $AAPL | Apple Inc. | $15.7M | 1.8% | +2% | 76.1 |
| 15 | — | CAPITAL GROUP GROWTH ETF | $15.4M | 1.8% | +8% | — |
| 16 | — | CAPITAL GROUP CONSERVATIVE E | $14.0M | 1.6% | NEW | — |
| 17 | — | T ROWE PRICE ETF INC | $13.7M | 1.6% | +4% | — |
| 18 | — | T ROWE PRICE ETF INC | $13.0M | 1.5% | +3% | — |
| 19 | — | CAPITAL GRP FIXED INCM ETF T | $12.6M | 1.4% | +7% | — |
| 20 | — | CAPITAL GROUP INTERNATIONAL | $11.9M | 1.4% | -4% | — |
| 21 | — | CAPITAL GROUP GBL GROWTH EQT | $11.6M | 1.3% | -1% | — |
| 22 | — | VANGUARD BD INDEX FDS | $11.3M | 1.3% | -2% | — |
| 23 | — | CAPITAL GRP FIXED INCM ETF T | $11.3M | 1.3% | +9% | — |
| 24 | — | VANGUARD SCOTTSDALE FDS | $11.2M | 1.3% | +2% | — |
| 25 | — | AMPLIFY ETF TR | $10.7M | 1.2% | +3% | — |
| 26 | — | ISHARES TR | $10.6M | 1.2% | -4% | — |
| 27 |  $MSFT | MICROSOFT CORP | $10.3M | 1.2% | +9% | 83.7 |
| 28 | — | VANGUARD SPECIALIZED FUNDS | $9.7M | 1.1% | +2% | — |
| 29 | — | T ROWE PRICE ETF INC | $9.6M | 1.1% | +2% | — |
| 30 |  $AVGO | Broadcom Inc. | $9.5M | 1.1% | +6% | 86.4 |
| 31 |  $NVDA | NVIDIA CORP | $8.7M | 1.0% | +13% | 90.2 |
| 32 | — | CAPITAL GROUP EQUITY ETF TR | $8.4M | 1.0% | +19% | — |
| 33 | — | VICTORY PORTFOLIOS II | $8.3M | 0.9% | +4% | — |
| 34 |  $GOOGL | Alphabet Inc. | $7.6M | 0.9% | +5% | 80.2 |
| 35 |  $AMZN | AMAZON COM INC | $7.3M | 0.8% | +11% | 74.6 |
| 36 |  $JPM | JPMORGAN CHASE & CO | $6.1M | 0.7% | -0% | 35.6 |
| 37 | — | CAPITAL GROUP NEW GEOGRAPHY | $6.0M | 0.7% | +5% | — |
| 38 |  $IVZ | Invesco Ltd. | $5.7M | 0.7% | +1% | — |
| 39 | — | ISHARES TR | $5.7M | 0.7% | -2% | — |
| 40 | $IVZ | Invesco Ltd. | $5.4M | 0.6% | +1% | — |
| 41 | $IVZ | Invesco Ltd. | $5.4M | 0.6% | +1% | — |
| 42 |  $META | Meta Platforms, Inc. | $4.8M | 0.5% | -1% | 80.9 |
| 43 |  $CINF | CINCINNATI FINANCIAL CORP | $4.6M | 0.5% | +2% | 77 |
| 44 |  $RTX | RTX Corp | $4.5M | 0.5% | -7% | 70 |
| 45 |  $GOOG | Alphabet Inc. | $4.4M | 0.5% | +7% | 80.2 |
| 46 | $IVZ | Invesco Ltd. | $4.2M | 0.5% | +2% | — |
| 47 | $IVZ | Invesco Ltd. | $4.1M | 0.5% | +3% | — |
| 48 |  $LLY | ELI LILLY & Co | $3.9M | 0.4% | +9% | 89.3 |
| 49 |  $HD | HOME DEPOT, INC. | $3.7M | 0.4% | -2% | 69.2 |
| 50 |  $GE | GENERAL ELECTRIC CO | $3.6M | 0.4% | -3% | 74.8 |
| 51 |  $V | VISA INC. | $3.5M | 0.4% | -7% | 83.5 |
| 52 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.3M | 0.3% | +7% | — |
| 53 |  $TSLA | Tesla, Inc. | $2.3M | 0.3% | +4% | 50.1 |
| 54 |  $NEE | NEXTERA ENERGY INC | $2.2M | 0.3% | +1% | 71.7 |
| 55 |  $GS | GOLDMAN SACHS GROUP INC | $2.1M | 0.2% | -3% | — |
| 56 |  $LIN | LINDE PLC | $2.1M | 0.2% | +9% | — |
| 57 |  $PM | Philip Morris International Inc. | $2.1M | 0.2% | +23% | 80.5 |
| 58 |  $FFBC | FIRST FINANCIAL BANCORP /OH/ | $2.1M | 0.2% | -0% | — |
| 59 |  $BTI | British American Tobacco p.l.c. | $2.0M | 0.2% | +7% | — |
| 60 | — | SCHWAB STRATEGIC TR | $2.0M | 0.2% | -12% | — |
| 61 |  $WMT | Walmart Inc. | $2.0M | 0.2% | +6% | 63.2 |
| 62 |  $CVX | CHEVRON CORP | $2.0M | 0.2% | +21% | 54.7 |
| 63 |  $MCD | MCDONALDS CORP | $2.0M | 0.2% | -2% | 73.9 |
| 64 |  $AMGN | AMGEN INC | $1.9M | 0.2% | +2% | 79.5 |
| 65 |  $ABBV | AbbVie Inc. | $1.7M | 0.2% | +4% | 59.3 |
| 66 |  $CAT | CATERPILLAR INC | $1.7M | 0.2% | -18% | 67.8 |
| 67 |  $AXP | AMERICAN EXPRESS CO | $1.7M | 0.2% | -3% | 73.2 |
| 68 |  $NFLX | NETFLIX INC | $1.7M | 0.2% | +18% | 86.7 |
| 69 |  $DUK | Duke Energy CORP | $1.6M | 0.2% | +2% | 64 |
| 70 | — | CAPITAL GRP FIXED INCM ETF T | $1.6M | 0.2% | +9% | — |
| 71 |  $TJX | TJX COMPANIES INC /DE/ | $1.6M | 0.2% | -3% | 70.7 |
| 72 |  $ABT | ABBOTT LABORATORIES | $1.6M | 0.2% | -8% | 67 |
| 73 |  $XOM | EXXON MOBIL CORP | $1.5M | 0.2% | +19% | 61.8 |
| 74 | — | SPDR SERIES TRUST | $1.4M | 0.2% | +77% | — |
| 75 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $1.4M | 0.2% | +13% | — |
| 76 |  $CARR | CARRIER GLOBAL Corp | $1.3M | 0.1% | -4% | 61.5 |
| 77 |  $MA | Mastercard Inc | $1.3M | 0.1% | +25% | 81.7 |
| 78 |  $CME | CME GROUP INC. | $1.3M | 0.1% | -45% | 74.5 |
| 79 |  $MRK | Merck & Co., Inc. | $1.3M | 0.1% | -14% | 70.9 |
| 80 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.1% | -9% | 66.7 |
| 81 | — | VANGUARD MUN BD FDS | $1.2M | 0.1% | +9% | — |
| 82 |  $SPGI | S&P Global Inc. | $1.2M | 0.1% | +1% | 79.4 |
| 83 |  $SPY | SPDR S&P 500 ETF TRUST | $1.2M | 0.1% | -24% | — |
| 84 |  $UBER | Uber Technologies, Inc | $1.2M | 0.1% | +18% | 79.3 |
| 85 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.1% | -4% | 68.4 |
| 86 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.1% | +69% | 72.3 |
| 87 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.1M | 0.1% | +24% | 76.6 |
| 88 |  $UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.1% | +32% | 66.8 |
| 89 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.1% | +29% | 74.8 |
| 90 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $999,513 | 0.1% | -12% | 71.5 |
| 91 |  $GEV | GE Vernova Inc. | $996,887 | 0.1% | +7% | 70.1 |
| 92 |  $KO | COCA COLA CO | $990,412 | 0.1% | +0% | 74 |
| 93 |  $SBUX | STARBUCKS CORP | $982,164 | 0.1% | +28% | 54.6 |
| 94 |  $TRP | TC ENERGY CORP | $975,496 | 0.1% | -16% | — |
| 95 |  $MU | MICRON TECHNOLOGY INC | $973,584 | 0.1% | -15% | 88.4 |
| 96 | — | CAPITAL GRP FIXED INCM ETF T | $966,736 | 0.1% | +26% | — |
| 97 |  $KR | KROGER CO | $958,405 | 0.1% | -2% | 51.1 |
| 98 |  $BRK.B | BERKSHIRE HATHAWAY INC | $944,024 | 0.1% | +4% | 64.5 |
| 99 |  $MS | MORGAN STANLEY | $943,249 | 0.1% | -4% | — |
| 100 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $942,643 | 0.1% | +3% | 70.9 |
| 101 |  $PGR | PROGRESSIVE CORP/OH/ | $929,162 | 0.1% | +19% | 83.6 |
| 102 |  $COST | COSTCO WHOLESALE CORP /NEW | $899,249 | 0.1% | +5% | 67 |
| 103 | — | SPDR SERIES TRUST | $892,494 | 0.1% | -36% | — |
| 104 |  $TDG | TransDigm Group INC | $887,763 | 0.1% | +11% | 75.4 |
| 105 |  $FDX | FEDEX CORP | $879,155 | 0.1% | NEW | 60.3 |
| 106 |  $BITW | Bitwise 10 Crypto Index ETF | $849,407 | 0.1% | NEW | — |
| 107 |  $AEM | AGNICO EAGLE MINES LTD | $802,380 | 0.1% | +17% | — |
| 108 |  $WELL | WELLTOWER INC. | $794,056 | 0.1% | +9% | 75.7 |
| 109 |  $MDLZ | Mondelez International, Inc. | $788,865 | 0.1% | +112% | 53.9 |
| 110 |  $CRM | Salesforce, Inc. | $785,288 | 0.1% | +2% | 75.2 |
| 111 |  $JNJ | JOHNSON & JOHNSON | $783,172 | 0.1% | +20% | 72.8 |
| 112 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $778,250 | 0.1% | -1% | — |
| 113 |  $SHOP | SHOPIFY INC. | $771,979 | 0.1% | -7% | — |
| 114 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $766,648 | 0.1% | +7% | 60.5 |
| 115 |  $MDT | Medtronic plc | $763,040 | 0.1% | +313% | — |
| 116 |  $UNP | UNION PACIFIC CORP | $738,251 | 0.1% | -9% | 74 |
| 117 |  $ADP | AUTOMATIC DATA PROCESSING INC | $689,816 | 0.1% | +8% | 77.9 |
| 118 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $687,483 | 0.1% | +11% | — |
| 119 | — | SCHWAB STRATEGIC TR | $687,143 | 0.1% | -24% | — |
| 120 |  $SHW | SHERWIN WILLIAMS CO | $680,775 | 0.1% | -6% | 65.3 |
| 121 |  $VZ | VERIZON COMMUNICATIONS INC | $668,130 | 0.1% | -12% | 71.6 |
| 122 |  $KLAC | KLA CORP | $658,527 | 0.1% | +3% | 84.4 |
| 123 | — | J P MORGAN EXCHANGE TRADED F | $654,685 | 0.1% | +17% | — |
| 124 |  $ORCL | ORACLE CORP | $637,542 | 0.1% | +22% | 67.2 |
| 125 |  $LOW | LOWES COMPANIES INC | $619,794 | 0.1% | +4% | 63.5 |
| 126 |  $COP | CONOCOPHILLIPS | $611,347 | 0.1% | +9% | 74.8 |
| 127 |  $ARMK | Aramark | $607,002 | 0.1% | -18% | 53 |
| 128 |  $PEP | PEPSICO INC | $595,860 | 0.1% | +2% | 62.7 |
| 129 |  $APD | Air Products & Chemicals, Inc. | $593,209 | 0.1% | +35% | 41.2 |
| 130 |  $ELV | Elevance Health, Inc. | $592,640 | 0.1% | -3% | 59.4 |
| 131 |  $URI | UNITED RENTALS, INC. | $584,024 | 0.1% | -11% | 70.7 |
| 132 |  $MPC | Marathon Petroleum Corp | $558,968 | 0.1% | -28% | 50.7 |
| 133 |  $CCZ | COMCAST CORP | $558,564 | 0.1% | +85% | 70.4 |
| 134 |  $GLDM | World Gold Trust | $557,067 | 0.1% | +0% | — |
| 135 |  $GILD | GILEAD SCIENCES, INC. | $552,291 | 0.1% | +22% | 77.8 |
| 136 |  $CEG | Constellation Energy Corp | $551,415 | 0.1% | -6% | 62.5 |
| 137 |  $EQIX | EQUINIX INC | $548,847 | 0.1% | -11% | 61.4 |
| 138 |  $SLV | iShares Silver Trust | $545,665 | 0.1% | +6% | — |
| 139 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $543,950 | 0.1% | +17% | 60.9 |
| 140 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $519,081 | 0.1% | +15% | 63.7 |
| 141 |  $APH | AMPHENOL CORP /DE/ | $510,962 | 0.1% | +38% | 80.5 |
| 142 | — | CAPITAL GROUP CORE BALANCED | $503,545 | 0.1% | NEW | — |
| 143 |  $BMY | BRISTOL MYERS SQUIBB CO | $490,772 | 0.1% | -4% | 70.1 |
| 144 |  $IESC | IES Holdings, Inc. | $479,329 | 0.1% | +2% | 73.5 |
| 145 |  $NSC | NORFOLK SOUTHERN CORP | $474,475 | 0.1% | NEW | 70.8 |
| 146 | — | AMPLIFY ETF TR | $461,026 | 0.1% | +18% | — |
| 147 |  $WFC | WELLS FARGO & COMPANY/MN | $460,477 | 0.1% | +35% | — |
| 148 |  $MO | ALTRIA GROUP, INC. | $459,752 | 0.1% | +17% | 72.1 |
| 149 |  $NET | Cloudflare, Inc. | $452,091 | 0.1% | -3% | 52.6 |
| 150 |  $FCX | FREEPORT-MCMORAN INC | $451,719 | 0.1% | -9% | 73.1 |
| 151 |  $PLTR | Palantir Technologies Inc. | $449,372 | 0.1% | +13% | 85.8 |
| 152 | — | INNOVATOR ETFS TRUST | $447,309 | 0.1% | -4% | — |
| 153 |  $CB | Chubb Ltd | $447,176 | 0.1% | +10% | — |
| 154 |  $INTC | INTEL CORP | $446,022 | 0.1% | +54% | 41.5 |
| 155 |  $AMD | ADVANCED MICRO DEVICES INC | $439,002 | 0.1% | +17% | 78.8 |
| 156 |  $CNP | CENTERPOINT ENERGY INC | $436,091 | 0.1% | -8% | 55.9 |
| 157 |  $SCHW | SCHWAB CHARLES CORP | $435,100 | 0.1% | +7% | 77.2 |
| 158 |  $CTAS | CINTAS CORP | $432,104 | 0.1% | -0% | 76.3 |
| 159 |  $DHR | DANAHER CORP /DE/ | $427,701 | 0.1% | -7% | 63.9 |
| 160 |  $ASML | ASML HOLDING NV | $416,061 | 0.1% | -6% | — |
| 161 |  $AZN | ASTRAZENECA PLC | $395,426 | 0.1% | -51% | — |
| 162 | — | INNOVATOR ETFS TRUST | $395,234 | 0.1% | -5% | — |
| 163 |  $TXN | TEXAS INSTRUMENTS INC | $394,614 | 0.1% | -17% | 70.4 |
| 164 | — | INNOVATOR ETFS TRUST | $390,141 | 0.0% | +0% | — |
| 165 |  $GD | GENERAL DYNAMICS CORP | $382,690 | 0.0% | +11% | 73 |
| 166 |  $LMT | LOCKHEED MARTIN CORP | $361,288 | 0.0% | +13% | 65 |
| 167 | — | INNOVATOR ETFS TRUST | $361,206 | 0.0% | +0% | — |
| 168 |  $ATO | ATMOS ENERGY CORP | $357,803 | 0.0% | +39% | 72 |
| 169 |  $MELI | MERCADOLIBRE INC | $356,178 | 0.0% | +33% | 77.5 |
| 170 |  $CVS | CVS HEALTH Corp | $349,387 | 0.0% | +5% | 51.3 |
| 171 | — | VANGUARD INDEX FDS | $348,827 | 0.0% | +6% | — |
| 172 |  $COF | CAPITAL ONE FINANCIAL CORP | $346,204 | 0.0% | -33% | 71 |
| 173 | — | INNOVATOR ETFS TRUST | $339,942 | 0.0% | +0% | — |
| 174 | — | SCHWAB STRATEGIC TR | $337,654 | 0.0% | -22% | — |
| 175 |  $SRE | SEMPRA | $335,288 | 0.0% | +4% | 47.6 |
| 176 |  $BA | BOEING CO | $334,171 | 0.0% | -27% | 51.8 |
| 177 |  $D | DOMINION ENERGY, INC | $326,904 | 0.0% | NEW | 74.9 |
| 178 |  $HLT | Hilton Worldwide Holdings Inc. | $312,818 | 0.0% | +0% | 73.1 |
| 179 |  $PCG | PG&E Corp | $311,603 | 0.0% | -18% | 59.3 |
| 180 |  $BKR | Baker Hughes Co | $302,808 | 0.0% | +1% | 63.4 |
| 181 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $300,746 | 0.0% | NEW | 52.1 |
| 182 | — | INNOVATOR ETFS TRUST | $297,927 | 0.0% | -8% | — |
| 183 |  $IR | Ingersoll Rand Inc. | $297,411 | 0.0% | +39% | 55.4 |
| 184 |  $NVO | NOVO NORDISK A S | $296,646 | 0.0% | -1% | — |
| 185 | — | INNOVATOR ETFS TRUST | $294,118 | 0.0% | -1% | — |
| 186 |  $QCOM | QUALCOMM INC/DE | $293,079 | 0.0% | -16% | 81.9 |
| 187 |  $HON | HONEYWELL INTERNATIONAL INC | $290,690 | 0.0% | +13% | 65.7 |
| 188 |  $PFE | PFIZER INC | $288,341 | 0.0% | +1% | 69 |
| 189 | — | INNOVATOR ETFS TRUST | $286,876 | 0.0% | +0% | — |
| 190 |  $KKR | KKR & Co. Inc. | $284,018 | 0.0% | +17% | 49.8 |
| 191 |  $USB | US BANCORP DE | $283,684 | 0.0% | +5% | 71.4 |
| 192 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $277,846 | 0.0% | -0% | 66.5 |
| 193 |  $LCNB | LCNB CORP | $276,624 | 0.0% | +0% | — |
| 194 |  $ATI | ATI INC | $274,192 | 0.0% | -22% | 64.5 |
| 195 |  $EXE | EXPAND ENERGY Corp | $264,350 | 0.0% | +3% | 83.9 |
| 196 |  $TFC | TRUIST FINANCIAL CORP | $262,937 | 0.0% | -34% | — |
| 197 | — | ISHARES TR | $255,885 | 0.0% | -6% | — |
| 198 |  $TTE | TotalEnergies SE | $248,921 | 0.0% | NEW | — |
| 199 |  $AJG | Arthur J. Gallagher & Co. | $247,191 | 0.0% | +4% | 72.1 |
| 200 |  $GLW | CORNING INC /NY | $236,135 | 0.0% | NEW | 72.7 |
| 201 |  $ISRG | INTUITIVE SURGICAL INC | $226,807 | 0.0% | -66% | 81.4 |
| 202 |  $ANET | Arista Networks, Inc. | $224,810 | 0.0% | NEW | 86 |
| 203 |  $VIK | Viking Holdings Ltd | $223,526 | 0.0% | NEW | — |
| 204 |  $DE | DEERE & CO | $223,202 | 0.0% | NEW | 57.4 |
| 205 |  $APO | Apollo Global Management, Inc. | $219,967 | 0.0% | NEW | 55.7 |
| 206 |  $ENB | ENBRIDGE INC | $219,538 | 0.0% | NEW | — |
| 207 |  $HAL | HALLIBURTON CO | $217,408 | 0.0% | NEW | 50.9 |
| 208 |  $CLX | CLOROX CO /DE/ | $215,550 | 0.0% | -33% | 63.5 |
| 209 |  $DIS | Walt Disney Co | $215,491 | 0.0% | +1% | 68.9 |
| 210 |  $C | CITIGROUP INC | $214,575 | 0.0% | +8% | 54.8 |
| 211 |  $XPO | XPO, Inc. | $212,643 | 0.0% | NEW | 55.3 |
| 212 |  $CVNA | CARVANA CO. | $205,605 | 0.0% | NEW | 69.2 |
| 213 |  $GEHC | GE HealthCare Technologies Inc. | $205,141 | 0.0% | -12% | 58.2 |
| 214 |  $FSK | FS KKR Capital Corp | $162,557 | 0.0% | +3% | — |
| 215 |  $EOSE | Eos Energy Enterprises, Inc. | $89,712 | 0.0% | -71% | 29.2 |
| 216 |  $AUR | Aurora Innovation, Inc. | $73,707 | 0.0% | +3% | 9.8 |
New Positions (17)
CAPITAL GROUP CONSERVATIVE E$14.0M
$FDX FEDEX CORP$879,155$BITW Bitwise 10 Crypto Index ETF$849,407 CAPITAL GROUP CORE BALANCED$503,545
$NSC NORFOLK SOUTHERN CORP$474,475$D DOMINION ENERGY, INC$326,904$IP INTERNATIONAL PAPER CO /NEW/$300,746$TTE TotalEnergies SE$248,921$GLW CORNING INC /NY$236,135$ANET Arista Networks, Inc.$224,810$VIK Viking Holdings Ltd$223,526$DE DEERE & CO$223,202$APO Apollo Global Management, Inc.$219,967$ENB ENBRIDGE INC$219,538$HAL HALLIBURTON CO$217,408
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