$310 Million is the total value of Souders Financial Advisors's 135 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TCHP | New | T ROWE PRICE ETF INCprice blue chip | $3,392,000 | – | 106,319 | +100.0% | 1.09% | – |
| SGEN | New | SEAGEN INC | $783,000 | – | 4,611 | +100.0% | 0.25% | – |
| DIVO | New | AMPLIFY ETF TRcwp enhanced div | $699,000 | – | 20,013 | +100.0% | 0.22% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $675,000 | – | 2,748 | +100.0% | 0.22% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $656,000 | – | 5,798 | +100.0% | 0.21% | – |
| CAT | New | CATERPILLAR INC | $648,000 | – | 3,375 | +100.0% | 0.21% | – |
| OSH | New | OAK STR HEALTH INC | $548,000 | – | 12,876 | +100.0% | 0.18% | – |
| PYPL | New | PAYPAL HLDGS INC | $282,000 | – | 1,082 | +100.0% | 0.09% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $206,000 | – | 360 | +100.0% | 0.07% | – |
| DFS | New | DISCOVER FINL SVCS | $204,000 | – | 1,661 | +100.0% | 0.07% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $201,000 | – | 3,355 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-03
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 | 2024-05-08 |
| 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 |
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.