$438 Million is the total value of Souders Financial Advisors's 149 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -1,150 | -100.0% | -0.06% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,358 | -100.0% | -0.07% | – |
| HZNP | Exit | HORIZON THERAPEUTICS PUB L | $0 | – | -4,331 | -100.0% | -0.07% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -27,221 | -100.0% | -0.17% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -9,523 | -100.0% | -0.26% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -6,593 | -100.0% | -0.29% | – |
| WMS | Exit | ADVANCED DRAIN SYS INC DEL | $0 | – | -18,265 | -100.0% | -0.62% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 17 | Q1 2024 | 7.4% |
| SCHWAB STRATEGIC TR | 17 | Q1 2024 | 10.8% |
| PROCTER & GAMBLE CO | 17 | Q1 2024 | 7.8% |
| APPLE INC | 17 | Q1 2024 | 5.5% |
| SCHWAB STRATEGIC TR | 17 | Q1 2024 | 4.8% |
| J P MORGAN EXCHANGE-TRADED F | 17 | Q1 2024 | 3.1% |
| VANGUARD SPECIALIZED FUNDS | 17 | Q1 2024 | 4.9% |
| SCHWAB STRATEGIC TR | 17 | Q1 2024 | 5.3% |
| MICROSOFT CORP | 17 | Q1 2024 | 2.9% |
| SCHWAB STRATEGIC TR | 17 | Q1 2024 | 2.9% |
View Souders Financial Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-28 |
| 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 |
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.