$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PAPR | INNOVATOR ETFS TRus eqt pwr buf | $280,289 | +5.8% | 9,985 | 0.0% | 0.06% | -11.1% | |
KRMD | KORU MEDICAL SYSTEMS INC | $53,818 | +58.3% | 15,075 | 0.0% | 0.01% | +33.3% |
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.