$346 Million is the total value of Souders Financial Advisors's 143 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OSH | Exit | OAK STR HEALTH INC | $0 | – | -11,518 | -100.0% | -0.11% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -8,410 | -100.0% | -0.15% | – |
| AZEK | Exit | AZEK CO INCcl a | $0 | – | -12,092 | -100.0% | -0.16% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -6,434 | -100.0% | -0.20% | – |
| WMT | Exit | WALMART INC | $0 | – | -5,289 | -100.0% | -0.22% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -3,826 | -100.0% | -0.23% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -14,228 | -100.0% | -0.27% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -9,168 | -100.0% | -0.80% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -39,151 | -100.0% | -0.82% | – |
| EXC | Exit | EXELON CORP | $0 | – | -56,118 | -100.0% | -0.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-04
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.