$368 Million is the total value of Souders Financial Advisors's 144 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RDFN | Exit | REDFIN CORP | $0 | – | -16,617 | -100.0% | -0.04% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -4,884 | -100.0% | -0.06% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -1,045 | -100.0% | -0.06% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,100 | -100.0% | -0.06% | – |
| Exit | DRAFTKINGS INC NEW | $0 | – | -19,583 | -100.0% | -0.07% | – | |
| LMND | Exit | LEMONADE INC | $0 | – | -12,814 | -100.0% | -0.07% | – |
| INTC | Exit | INTEL CORP | $0 | – | -8,098 | -100.0% | -0.09% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -5,921 | -100.0% | -0.10% | – |
| J | Exit | JACOBS ENGR GROUP INC | $0 | – | -3,641 | -100.0% | -0.13% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -8,064 | -100.0% | -0.14% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -3,854 | -100.0% | -0.19% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -5,126 | -100.0% | -0.20% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -120,095 | -100.0% | -0.72% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -119,022 | -100.0% | -0.72% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -28,143 | -100.0% | -0.74% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -65,458 | -100.0% | -0.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-10
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.