$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INCcap stk cl a | $626,000 | +9.6% | 234 | 0.0% | 0.20% | +5.2% | |
| LOW | LOWES COS INC | $505,000 | +4.6% | 2,489 | 0.0% | 0.16% | 0.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $311,000 | -1.9% | 1,139 | 0.0% | 0.10% | -6.5% | |
| MO | ALTRIA GROUP INC | $305,000 | -4.4% | 6,690 | 0.0% | 0.10% | -8.4% | |
| CNXC | CONCENTRIX CORP | $259,000 | +10.2% | 1,461 | 0.0% | 0.08% | +5.1% | |
| USB | US BANCORP DEL | $246,000 | +4.7% | 4,133 | 0.0% | 0.08% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $240,000 | +1.7% | 1,090 | 0.0% | 0.08% | -3.8% | |
| LLY | LILLY ELI & CO | $209,000 | +0.5% | 906 | 0.0% | 0.07% | -4.3% | |
| SIRI | SIRIUS XM HOLDINGS INC | $62,000 | -6.1% | 10,118 | 0.0% | 0.02% | -9.1% | |
| KRMD | REPRO MED SYS INC | $43,000 | -38.6% | 15,075 | 0.0% | 0.01% | -41.7% |
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.