$521 Million is the total value of Souders Financial Advisors's 150 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 11.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $34,841,435 | +5.0% | 1,620,532 | +8.7% | 6.69% | +5.5% | |
| VOO | Sell | VANGUARD INDEX FDS | $27,895,317 | -7.2% | 71,035 | -3.7% | 5.36% | -6.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $20,237,925 | +4.0% | 286,008 | +6.7% | 3.89% | +4.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $17,290,544 | -4.1% | 118,542 | -0.3% | 3.32% | -3.7% |
| Sell | CAPITAL GROUP DIVIDEND VALUE | $16,926,502 | -4.1% | 639,460 | -2.0% | 3.25% | -3.6% | |
| Sell | CAPITAL GROUP CORE EQUITY ET | $16,797,687 | -3.3% | 668,964 | -1.1% | 3.22% | -2.8% | |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $15,955,697 | +6.4% | 360,744 | +11.0% | 3.06% | +6.9% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $14,637,616 | +5.7% | 291,702 | +5.6% | 2.81% | +6.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $14,583,885 | +0.2% | 272,494 | +5.0% | 2.80% | +0.6% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $13,588,121 | -11.3% | 186,855 | -8.6% | 2.61% | -10.9% |
| AAPL | Sell | APPLE INC | $13,173,238 | -14.7% | 76,942 | -3.4% | 2.53% | -14.3% |
| SCHY | Buy | SCHWAB STRATEGIC TRinternl divid | $10,556,023 | +8.6% | 458,958 | +13.1% | 2.03% | +9.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $9,554,791 | +6.0% | 127,109 | +6.5% | 1.84% | +6.5% |
| Sell | CAPITAL GROUP INTL FOCUS EQT | $9,254,683 | -12.7% | 425,698 | -5.5% | 1.78% | -12.2% | |
| MSFT | Sell | MICROSOFT CORP | $9,171,902 | -10.6% | 29,048 | -3.6% | 1.76% | -10.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $8,669,305 | +3.6% | 92,187 | +7.9% | 1.66% | +4.1% |
| TDVG | Buy | T ROWE PRICE ETF INCprice div grwt | $8,484,327 | -0.6% | 264,474 | +3.3% | 1.63% | -0.1% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $8,149,327 | -1.8% | 196,749 | +3.8% | 1.56% | -1.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,314,335 | -2.6% | 47,074 | +1.8% | 1.40% | -2.2% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $6,898,117 | +6.2% | 136,623 | +10.3% | 1.32% | +6.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $6,787,070 | -1.9% | 71,950 | +3.6% | 1.30% | -1.5% |
| TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $6,323,907 | -5.6% | 232,839 | -3.1% | 1.21% | -5.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $5,958,633 | -7.5% | 41,088 | -7.2% | 1.14% | -7.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $5,532,808 | +11.3% | 10,974 | +6.1% | 1.06% | +11.8% |
| V | Sell | VISA INC | $5,211,191 | -5.4% | 22,656 | -2.3% | 1.00% | -4.8% |
| Sell | CAPITAL GROUP GBL GROWTH EQT | $5,137,678 | -6.9% | 224,157 | -1.3% | 0.99% | -6.5% | |
| Sell | CAPITAL GROUP GROWTH ETF | $5,087,270 | -5.4% | 207,644 | -2.6% | 0.98% | -5.0% | |
| HD | Buy | HOME DEPOT INC | $4,873,974 | -1.6% | 16,130 | +1.2% | 0.94% | -1.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $4,877,279 | +3.6% | 36,991 | -5.0% | 0.94% | +4.0% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $4,851,826 | +1.7% | 139,701 | +5.4% | 0.93% | +2.3% |
| AVGO | Sell | BROADCOM INC | $4,822,482 | -23.8% | 5,806 | -20.5% | 0.93% | -23.5% |
| CVX | Buy | CHEVRON CORP NEW | $4,724,456 | +12.1% | 28,018 | +4.6% | 0.91% | +12.7% |
| Sell | CAPITAL GRP FIXED INCM ETF Tshort duration | $4,583,207 | -0.4% | 183,035 | -0.1% | 0.88% | +0.1% | |
| Sell | CAPITAL GRP FIXED INCM ETF Tus multi-sector | $4,464,681 | -2.3% | 174,914 | -0.3% | 0.86% | -1.8% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $4,191,346 | +0.1% | 75,930 | -9.9% | 0.80% | +0.6% |
| AMZN | Sell | AMAZON COM INC | $4,087,289 | -7.0% | 32,153 | -4.6% | 0.78% | -6.5% |
| New | T ROWE PRICE ETF INCus high yield | $4,090,335 | – | 82,395 | +100.0% | 0.78% | – | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $4,005,207 | -1.2% | 80,345 | +2.4% | 0.77% | -0.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,948,589 | -4.6% | 116,272 | +0.1% | 0.76% | -4.2% |
| COP | Buy | CONOCOPHILLIPS | $3,890,963 | +34.9% | 32,479 | +16.7% | 0.75% | +35.6% |
| NVO | Buy | NOVO-NORDISK A Sadr | $3,867,042 | -3.6% | 42,523 | +71.6% | 0.74% | -3.0% |
| ABT | Buy | ABBOTT LABS | $3,817,143 | -3.9% | 39,413 | +8.2% | 0.73% | -3.4% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $3,545,014 | +4.8% | 188,712 | +5.7% | 0.68% | +5.3% |
| CME | Buy | CME GROUP INC | $3,494,617 | +9.9% | 17,454 | +1.7% | 0.67% | +10.4% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $3,474,779 | +1.6% | 60,801 | +4.3% | 0.67% | +2.0% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $3,439,965 | -2.7% | 18,077 | -3.8% | 0.66% | -2.1% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $3,303,205 | -0.9% | 74,497 | -7.1% | 0.63% | -0.5% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $3,259,271 | +3.6% | 157,681 | +3.1% | 0.63% | +4.2% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $3,243,800 | +4.9% | 161,303 | +5.0% | 0.62% | +5.4% |
| Buy | LINDE PLC | $3,147,475 | -1.3% | 8,453 | +1.0% | 0.60% | -1.0% | |
| CNQ | Buy | CANADIAN NAT RES LTD | $3,140,117 | +17.4% | 48,556 | +2.1% | 0.60% | +18.0% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $3,037,334 | +4.0% | 20,225 | +0.8% | 0.58% | +4.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,034,779 | -2.4% | 44,840 | +2.5% | 0.58% | -1.9% |
| EQIX | Buy | EQUINIX INC | $3,023,707 | -3.0% | 4,163 | +4.7% | 0.58% | -2.5% |
| CINF | Buy | CINCINNATI FINL CORP | $2,944,806 | +6.1% | 28,789 | +0.9% | 0.56% | +6.6% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $2,904,295 | -6.5% | 41,849 | -1.7% | 0.56% | -5.9% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $2,895,895 | +3.2% | 42,763 | +9.1% | 0.56% | +3.7% |
| YUM | Buy | YUM BRANDS INC | $2,858,756 | -7.8% | 22,881 | +2.2% | 0.55% | -7.4% |
| HON | Buy | HONEYWELL INTL INC | $2,824,602 | -7.7% | 15,290 | +3.6% | 0.54% | -7.4% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,796,859 | +4.2% | 116,828 | +7.2% | 0.54% | +4.7% |
| TXN | New | TEXAS INSTRS INC | $2,649,584 | – | 16,663 | +100.0% | 0.51% | – |
| ARMK | New | ARAMARK | $2,589,661 | – | 74,630 | +100.0% | 0.50% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $2,551,471 | -6.1% | 44,833 | +3.3% | 0.49% | -5.6% |
| RTX | Buy | RTX CORPORATION | $2,448,759 | -18.7% | 34,025 | +10.6% | 0.47% | -18.4% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $2,145,310 | +2.8% | 114,508 | +4.4% | 0.41% | +3.3% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $2,142,895 | +41.5% | 23,338 | +41.5% | 0.41% | +42.2% |
| BSCS | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $2,136,822 | +2.4% | 110,345 | +4.4% | 0.41% | +2.8% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $2,132,323 | +1.0% | 14,751 | +37.2% | 0.41% | +1.2% |
| FB | Sell | META PLATFORMS INCcl a | $1,974,481 | +1.7% | 6,577 | -2.8% | 0.38% | +2.2% |
| LLY | Sell | ELI LILLY & CO | $1,753,786 | +11.6% | 3,265 | -2.5% | 0.34% | +12.3% |
| BAC | Sell | BANK AMERICA CORP | $1,565,224 | -6.2% | 57,167 | -1.7% | 0.30% | -5.6% |
| MCD | Sell | MCDONALDS CORP | $1,537,634 | -12.2% | 5,837 | -0.5% | 0.30% | -11.9% |
| SPGI | Sell | S&P GLOBAL INC | $1,488,434 | -28.8% | 4,073 | -21.9% | 0.29% | -28.5% |
| FFBC | Buy | FIRST FINL BANCORP OH | $1,425,673 | -4.0% | 72,738 | +0.2% | 0.27% | -3.5% |
| NEE | Sell | NEXTERA ENERGY INC | $1,353,403 | -44.4% | 23,624 | -28.0% | 0.26% | -44.1% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,356,601 | -2.3% | 4,193 | -2.6% | 0.26% | -1.9% |
| TSLA | Sell | TESLA INC | $1,345,683 | -6.9% | 5,378 | -2.6% | 0.26% | -6.5% |
| MRK | Buy | MERCK & CO INC | $1,316,294 | -9.7% | 12,786 | +1.2% | 0.25% | -9.3% |
| WMT | Buy | WALMART INC | $1,250,559 | +24.1% | 7,819 | +21.9% | 0.24% | +24.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,101,975 | -33.3% | 7,075 | -29.1% | 0.21% | -32.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,051,115 | -3.5% | 6,744 | +11.0% | 0.20% | -2.9% |
| SLB | Buy | SCHLUMBERGER LTD | $1,034,009 | +63.8% | 17,736 | +38.0% | 0.20% | +64.5% |
| KO | Buy | COCA COLA CO | $1,032,213 | +20.4% | 18,439 | +29.6% | 0.20% | +20.7% |
| ANTM | Sell | ELEVANCE HEALTH INC | $1,027,477 | -5.1% | 2,360 | -3.2% | 0.20% | -4.8% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,018,710 | +33.8% | 21,179 | +39.7% | 0.20% | +34.2% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,010,154 | -12.5% | 11,445 | -11.1% | 0.19% | -12.2% |
| ADBE | Sell | ADOBE INC | $1,000,424 | -3.0% | 1,962 | -7.0% | 0.19% | -2.5% |
| EOG | Buy | EOG RES INC | $912,378 | +11.3% | 7,198 | +0.5% | 0.18% | +11.5% |
| ASML | Sell | ASML HOLDING N V | $887,111 | -21.5% | 1,507 | -3.4% | 0.17% | -21.3% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $870,119 | -19.0% | 475 | -5.4% | 0.17% | -18.5% |
| CSCO | Buy | CISCO SYS INC | $845,116 | +150.6% | 15,720 | +141.2% | 0.16% | +153.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $833,494 | -5.8% | 1,647 | -2.9% | 0.16% | -5.3% |
| DG | Buy | DOLLAR GEN CORP NEW | $820,631 | -7.2% | 7,756 | +48.9% | 0.16% | -6.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $812,379 | +9.1% | 6,208 | -0.2% | 0.16% | +9.9% |
| CNC | Buy | CENTENE CORP DEL | $791,913 | +2.5% | 11,497 | +0.4% | 0.15% | +2.7% |
| SHW | Sell | SHERWIN WILLIAMS CO | $787,161 | -4.1% | 3,086 | -0.1% | 0.15% | -3.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $758,751 | +9.6% | 3,154 | +0.1% | 0.15% | +10.6% |
| DE | Buy | DEERE & CO | $732,889 | -6.4% | 1,942 | +0.5% | 0.14% | -6.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $723,849 | +0.1% | 22,334 | +14.8% | 0.14% | +0.7% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $724,526 | +13.8% | 13,527 | +17.6% | 0.14% | +13.9% |
| DHR | Buy | DANAHER CORPORATION | $695,542 | +3.5% | 2,803 | +0.1% | 0.13% | +4.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $696,761 | +3.4% | 1,233 | -1.5% | 0.13% | +3.9% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $698,763 | -19.3% | 8,041 | -6.3% | 0.13% | -19.3% |
| Buy | CAPITAL GRP FIXED INCM ETF T | $682,978 | +122.3% | 26,575 | +129.0% | 0.13% | +122.0% | |
| ABNB | Sell | AIRBNB INC | $648,866 | +1.5% | 4,729 | -5.2% | 0.12% | +2.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $650,002 | -33.4% | 1,589 | -25.1% | 0.12% | -33.2% |
| SHOP | Sell | SHOPIFY INCcl a | $646,873 | -25.8% | 11,854 | -12.2% | 0.12% | -25.7% |
| PEP | Sell | PEPSICO INC | $634,835 | -12.6% | 3,747 | -4.5% | 0.12% | -12.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $626,078 | -3.3% | 1,465 | +0.3% | 0.12% | -3.2% |
| EQT | Sell | EQT CORP | $612,429 | -7.3% | 15,092 | -6.0% | 0.12% | -6.3% |
| TDG | Sell | TRANSDIGM GROUP INC | $605,367 | -12.1% | 718 | -6.8% | 0.12% | -12.1% |
| WCN | Sell | WASTE CONNECTIONS INC | $605,022 | -8.6% | 4,505 | -2.7% | 0.12% | -7.9% |
| Sell | JACOBS SOLUTIONS INC | $580,752 | +12.6% | 4,255 | -1.9% | 0.11% | +13.1% | |
| LOW | Buy | LOWES COS INC | $520,483 | -7.6% | 2,504 | +0.3% | 0.10% | -7.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $515,148 | -5.4% | 5,564 | -0.3% | 0.10% | -4.8% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $516,877 | – | 13,861 | +100.0% | 0.10% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $495,553 | -0.6% | 1,383 | +2.4% | 0.10% | 0.0% |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $476,753 | -5.4% | 2,692 | +1.5% | 0.09% | -4.2% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $463,552 | -26.4% | 6,691 | +0.2% | 0.09% | -25.8% |
| ABBV | Buy | ABBVIE INC | $459,284 | +12.9% | 3,081 | +2.1% | 0.09% | +12.8% |
| XOM | Sell | EXXON MOBIL CORP | $451,662 | +5.1% | 3,841 | -4.1% | 0.09% | +6.1% |
| Sell | FS CREDIT OPPORTUNITIES CORP | $430,841 | +5.6% | 79,491 | -7.4% | 0.08% | +6.4% | |
| PGR | New | PROGRESSIVE CORP | $411,910 | – | 2,957 | +100.0% | 0.08% | – |
| Sell | WOLFSPEED INC | $399,326 | -37.7% | 10,481 | -9.1% | 0.08% | -36.9% | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $401,082 | -5.5% | 911 | -2.1% | 0.08% | -4.9% |
| CLX | Buy | CLOROX CO DEL | $397,112 | -17.6% | 3,030 | +0.0% | 0.08% | -17.4% |
| CSX | Sell | CSX CORP | $364,767 | -10.8% | 11,862 | -1.1% | 0.07% | -10.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $357,118 | +31.4% | 6,153 | +44.7% | 0.07% | +32.7% |
| NVDA | Buy | NVIDIA CORPORATION | $361,615 | +14.2% | 831 | +11.1% | 0.07% | +15.0% |
| FSK | Buy | FS KKR CAP CORP | $351,611 | +16.9% | 17,857 | +13.8% | 0.07% | +19.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $353,102 | +5.2% | 1,008 | +2.4% | 0.07% | +6.2% |
| PFE | Sell | PFIZER INC | $347,074 | -86.7% | 10,463 | -85.3% | 0.07% | -86.5% |
| AXON | Sell | AXON ENTERPRISE INC | $347,636 | -1.2% | 1,747 | -3.2% | 0.07% | 0.0% |
| KR | Buy | KROGER CO | $340,318 | -2.7% | 7,605 | +2.1% | 0.06% | -3.0% |
| UBER | New | UBER TECHNOLOGIES INC | $336,417 | – | 7,315 | +100.0% | 0.06% | – |
| NET | Sell | CLOUDFLARE INC | $315,137 | -8.9% | 4,999 | -5.5% | 0.06% | -7.6% |
| EOSE | New | EOS ENERGY ENTERPRISES INC | $315,194 | – | 146,602 | +100.0% | 0.06% | – |
| GIS | Sell | GENERAL MLS INC | $312,719 | -61.0% | 4,887 | -53.3% | 0.06% | -60.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $296,967 | -14.1% | 1,016 | +0.5% | 0.06% | -13.6% |
| CVS | Buy | CVS HEALTH CORP | $295,241 | +1.8% | 4,229 | +0.8% | 0.06% | +3.6% |
| Sell | GENERAL ELECTRIC CO | $295,287 | -0.9% | 2,671 | -1.5% | 0.06% | 0.0% | |
| UNP | Buy | UNION PAC CORP | $285,934 | -0.2% | 1,404 | +0.3% | 0.06% | 0.0% |
| QCOM | Sell | QUALCOMM INC | $279,243 | -18.9% | 2,514 | -13.1% | 0.05% | -18.2% |
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $268,899 | – | 5,330 | +100.0% | 0.05% | – |
| BDEC | INNOVATOR ETFS TRus eqty buf dec | $263,126 | -3.5% | 7,525 | 0.0% | 0.05% | -1.9% | |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $247,626 | +7.9% | 1,383 | -0.2% | 0.05% | +9.1% |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $237,976 | – | 8,695 | +100.0% | 0.05% | – |
| SCHW | Sell | SCHWAB CHARLES CORP | $229,326 | -4.3% | 4,177 | -1.2% | 0.04% | -4.3% |
| INTC | New | INTEL CORP | $207,916 | – | 5,849 | +100.0% | 0.04% | – |
| KRMD | KORU MEDICAL SYSTEMS INC | $40,703 | -21.7% | 15,075 | 0.0% | 0.01% | -20.0% | |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -2,048 | -100.0% | -0.04% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -208 | -100.0% | -0.05% | – |
| TW | Exit | TRADEWEB MKTS INCcl a | $0 | – | -3,990 | -100.0% | -0.05% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -6,286 | -100.0% | -0.05% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -7,163 | -100.0% | -0.14% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -6,436 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 15 | Q3 2023 | 7.4% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 10.8% |
| PROCTER & GAMBLE CO | 15 | Q3 2023 | 7.8% |
| APPLE INC | 15 | Q3 2023 | 5.5% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 4.8% |
| J P MORGAN EXCHANGE-TRADED F | 15 | Q3 2023 | 3.1% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 5.3% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q3 2023 | 4.9% |
| MICROSOFT CORP | 15 | Q3 2023 | 2.9% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 2.9% |
View Souders Financial Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-04 |
| 13F-HR | 2021-11-03 |
View Souders Financial Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.