$471 Million is the total value of Souders Financial Advisors's 145 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 17.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $27,978,578 | +13.6% | 74,397 | +6.1% | 5.94% | +5.6% |
| Buy | CAPITAL GROUP FIXED INCOME Ecore plus incm | $22,526,427 | +5.5% | 988,435 | +3.1% | 4.78% | -1.9% | |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $18,674,803 | -26.9% | 255,260 | -24.5% | 3.97% | -32.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $17,758,245 | -3.6% | 119,431 | -1.8% | 3.77% | -10.4% |
| Buy | CAPITAL GROUP DIVIDEND VALUE | $15,714,819 | +19.6% | 630,105 | +13.1% | 3.34% | +11.2% | |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $15,018,095 | +8.2% | 320,147 | +5.3% | 3.19% | +0.6% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $13,930,658 | +42.6% | 276,841 | +42.1% | 2.96% | +32.6% |
| AAPL | Buy | APPLE INC | $13,554,932 | +32.0% | 82,201 | +4.0% | 2.88% | +22.7% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $13,106,890 | +24.3% | 237,401 | +16.4% | 2.78% | +15.6% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $12,470,988 | +33.8% | 191,361 | +14.1% | 2.65% | +24.4% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $10,033,872 | +42.2% | 432,681 | +27.7% | 2.13% | +32.2% | |
| Buy | CAPITAL GROUP CORE EQUITY ET | $9,576,793 | +30.9% | 404,255 | +24.1% | 2.03% | +21.7% | |
| MSFT | Sell | MICROSOFT CORP | $9,151,756 | +20.2% | 31,744 | -0.0% | 1.94% | +11.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $8,827,914 | +8.6% | 115,413 | +6.8% | 1.88% | +0.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $8,645,787 | +15.1% | 86,770 | +12.1% | 1.84% | +7.0% |
| TDVG | Buy | T ROWE PRICE ETF INCprice div grwt | $7,639,025 | +6.5% | 239,064 | +4.6% | 1.62% | -1.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $7,323,850 | +8.5% | 174,668 | +4.8% | 1.56% | +0.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $6,704,979 | -15.0% | 43,536 | -16.2% | 1.42% | -21.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $6,388,148 | +11.8% | 119,160 | +8.0% | 1.36% | +4.0% |
| Sell | CAPITAL GROUP GROWTH ETF | $6,095,133 | +11.8% | 271,377 | -0.7% | 1.30% | +4.0% | |
| JPM | Sell | JPMORGAN CHASE & CO | $6,017,621 | -4.9% | 46,179 | -2.1% | 1.28% | -11.6% |
| SCHY | New | SCHWAB STRATEGIC TRinternl divid | $5,829,616 | – | 246,704 | +100.0% | 1.24% | – |
| Buy | CAPITAL GROUP GBL GROWTH EQT | $5,764,239 | +15.6% | 249,967 | +5.3% | 1.22% | +7.5% | |
| TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $5,563,480 | -14.9% | 232,005 | -26.9% | 1.18% | -20.9% |
| V | Sell | VISA INC | $5,419,741 | +6.8% | 24,039 | -1.6% | 1.15% | -0.7% |
| AVGO | Sell | BROADCOM INC | $5,245,407 | +14.0% | 8,176 | -0.6% | 1.11% | +6.0% |
| HD | Sell | HOME DEPOT INC | $4,939,426 | -7.1% | 16,737 | -0.6% | 1.05% | -13.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $4,939,386 | -10.4% | 10,452 | +0.5% | 1.05% | -16.7% |
| DIVO | Sell | AMPLIFY ETF TRcwp enhanced div | $4,748,915 | -11.6% | 133,885 | -10.6% | 1.01% | -17.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $4,410,860 | +15.2% | 42,412 | -1.8% | 0.94% | +7.1% |
| NVO | Sell | NOVO-NORDISK A Sadr | $4,306,488 | +16.9% | 27,061 | -0.6% | 0.92% | +8.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $4,181,797 | +5.7% | 120,167 | -2.2% | 0.89% | -1.8% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $4,052,389 | +12.1% | 88,577 | +1.0% | 0.86% | +4.2% |
| ABT | Buy | ABBOTT LABS | $3,869,998 | -5.0% | 38,218 | +3.0% | 0.82% | -11.6% |
| AMZN | Sell | AMAZON COM INC | $3,576,106 | +22.8% | 34,622 | -0.2% | 0.76% | +14.3% |
| CME | Buy | CME GROUP INC | $3,472,271 | +22.8% | 18,130 | +7.8% | 0.74% | +14.1% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $3,421,058 | -3.3% | 71,495 | -9.4% | 0.73% | -10.0% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $3,414,936 | +9.9% | 178,233 | +8.5% | 0.72% | +2.1% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $3,409,814 | +8.2% | 56,868 | +5.5% | 0.72% | +0.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,357,315 | +45.5% | 34,719 | +42.4% | 0.71% | +35.3% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $3,342,847 | +1.8% | 20,071 | +1.2% | 0.71% | -5.3% |
| CINF | Sell | CINCINNATI FINL CORP | $3,304,088 | +8.4% | 29,480 | -1.0% | 0.70% | +0.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $3,246,773 | +13.1% | 85,644 | +4.3% | 0.69% | +5.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,203,417 | +6.1% | 45,947 | +1.5% | 0.68% | -1.3% |
| YUM | Buy | YUM BRANDS INC | $3,190,281 | +3.9% | 24,154 | +0.7% | 0.68% | -3.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,172,657 | -0.3% | 32,397 | +2.7% | 0.67% | -7.3% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $3,140,231 | +9.0% | 152,512 | +8.4% | 0.67% | +1.4% |
| New | LINDE PLC | $3,123,607 | – | 8,788 | +100.0% | 0.66% | – | |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $3,099,714 | +9.8% | 152,846 | +9.1% | 0.66% | +2.0% |
| CCI | Buy | CROWN CASTLE INC | $3,095,549 | +7.2% | 23,129 | +8.7% | 0.66% | -0.3% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $3,060,481 | +12.9% | 21,726 | +1.3% | 0.65% | +5.0% |
| PFE | Buy | PFIZER INC | $3,025,165 | -17.3% | 74,146 | +3.8% | 0.64% | -23.2% |
| EQIX | Buy | EQUINIX INC | $3,022,745 | +13.1% | 4,192 | +2.7% | 0.64% | +5.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,010,812 | +24.4% | 44,375 | +20.3% | 0.64% | +15.6% |
| HON | Buy | HONEYWELL INTL INC | $2,966,962 | -9.0% | 15,524 | +2.1% | 0.63% | -15.3% |
| COP | Buy | CONOCOPHILLIPS | $2,910,087 | -15.4% | 29,333 | +0.6% | 0.62% | -21.4% |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $2,841,787 | – | 45,505 | +100.0% | 0.60% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,763,468 | -1.9% | 39,871 | +1.8% | 0.59% | -8.9% |
| EA | Buy | ELECTRONIC ARTS INC | $2,746,682 | +1.8% | 22,803 | +3.3% | 0.58% | -5.4% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $2,724,679 | +1.4% | 11,055 | +2.1% | 0.58% | -5.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,708,417 | +26.3% | 110,457 | +21.9% | 0.58% | +17.3% |
| NEE | Buy | NEXTERA ENERGY INC | $2,603,909 | -1.7% | 33,782 | +6.6% | 0.55% | -8.6% |
| Buy | CAPITAL GROUP FIXED INCOME Eshort duration | $2,455,043 | +32.7% | 96,213 | +31.8% | 0.52% | +23.2% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,445,401 | +154.5% | 5,973 | +137.8% | 0.52% | +137.0% |
| BSCS | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $2,037,469 | +8.2% | 101,521 | +5.8% | 0.43% | +0.7% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $2,031,062 | +7.7% | 105,209 | +6.0% | 0.43% | 0.0% |
| SPGI | Buy | S&P GLOBAL INC | $1,870,858 | +3.2% | 5,426 | +0.2% | 0.40% | -4.1% |
| FB | Sell | META PLATFORMS INCcl a | $1,744,690 | +21.5% | 8,232 | -31.0% | 0.37% | +13.1% |
| CVX | Sell | CHEVRON CORP NEW | $1,726,654 | -13.1% | 10,583 | -4.4% | 0.37% | -19.2% |
| MCD | Sell | MCDONALDS CORP | $1,635,483 | +1.1% | 5,849 | -4.7% | 0.35% | -6.2% |
| FFBC | Buy | FIRST FINL BANCORP OH | $1,580,497 | -10.0% | 72,600 | +0.1% | 0.34% | -16.2% |
| BAC | Buy | BANK AMERICA CORP | $1,571,706 | -9.5% | 54,955 | +4.9% | 0.33% | -15.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,436,311 | -9.4% | 9,267 | +3.3% | 0.30% | -15.7% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,377,032 | -3.4% | 4,210 | +1.4% | 0.29% | -10.2% |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $1,219,737 | – | 13,284 | +100.0% | 0.26% | – |
| TSLA | Sell | TESLA INC | $1,168,207 | +64.9% | 5,631 | -2.1% | 0.25% | +53.1% |
| GIS | Sell | GENERAL MLS INC | $1,161,230 | -3.0% | 13,588 | -4.8% | 0.25% | -9.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,145,846 | -9.3% | 11,878 | -3.1% | 0.24% | -15.6% |
| ASML | Sell | ASML HOLDING N V | $1,110,919 | +18.2% | 1,632 | -5.1% | 0.24% | +9.8% |
| ANTM | Buy | ELEVANCE HEALTH INC | $1,107,907 | -9.7% | 2,409 | +0.8% | 0.24% | -16.1% |
| LLY | Buy | LILLY ELI & CO | $1,072,351 | +4.7% | 3,123 | +11.5% | 0.23% | -2.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,011,347 | -1.9% | 2,139 | +1.0% | 0.22% | -8.5% |
| NUE | Buy | NUCOR CORP | $939,126 | +84.6% | 6,080 | +57.6% | 0.20% | +71.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $913,456 | +16.6% | 9,820 | -6.6% | 0.19% | +8.4% |
| MRK | Sell | MERCK & CO INC | $902,745 | -39.3% | 8,485 | -36.7% | 0.19% | -43.4% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $890,019 | -0.4% | 521 | -19.1% | 0.19% | -7.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $882,711 | +2.6% | 1,532 | -2.0% | 0.19% | -5.1% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $864,770 | +10.6% | 2,244 | -3.4% | 0.18% | +2.8% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $861,107 | – | 4,439 | +100.0% | 0.18% | – |
| MPC | New | MARATHON PETE CORP | $849,653 | – | 6,302 | +100.0% | 0.18% | – |
| DG | Buy | DOLLAR GEN CORP NEW | $796,272 | -9.2% | 3,783 | +6.2% | 0.17% | -15.5% |
| DE | Sell | DEERE & CO | $784,490 | -9.0% | 1,900 | -5.5% | 0.17% | -15.2% |
| SHOP | Sell | SHOPIFY INCcl a | $768,862 | +33.3% | 16,038 | -3.5% | 0.16% | +23.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $764,533 | +30.2% | 19,659 | +31.9% | 0.16% | +20.9% |
| KLAC | Sell | KLA CORP | $752,294 | +3.9% | 1,885 | -1.8% | 0.16% | -3.0% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $722,552 | +7.8% | 10,828 | -3.0% | 0.15% | 0.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $718,836 | -7.0% | 3,229 | -0.2% | 0.15% | -13.6% |
| PEP | Buy | PEPSICO INC | $721,475 | +1.3% | 3,958 | +0.4% | 0.15% | -6.1% |
| SLB | Buy | SCHLUMBERGER LTD | $702,817 | +26.4% | 14,314 | +37.7% | 0.15% | +17.3% |
| New | CAPITAL GROUP FIXED INCOME Eus multi-sector | $690,046 | – | 26,211 | +100.0% | 0.15% | – | |
| SHW | Sell | SHERWIN WILLIAMS CO | $692,338 | -6.5% | 3,080 | -1.3% | 0.15% | -13.0% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $667,192 | -12.6% | 13,170 | -14.7% | 0.14% | -18.4% |
| CNC | Buy | CENTENE CORP DEL | $658,269 | +37.2% | 10,414 | +78.0% | 0.14% | +27.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $642,192 | +15.4% | 6,191 | -1.9% | 0.14% | +7.1% |
| ABNB | Sell | AIRBNB INC | $605,082 | +44.2% | 4,864 | -0.9% | 0.13% | +34.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $573,276 | +4.9% | 1,154 | -3.6% | 0.12% | -2.4% |
| EOG | Buy | EOG RES INC | $574,790 | +32.4% | 5,014 | +49.6% | 0.12% | +23.2% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $545,687 | +11.7% | 6,596 | +0.7% | 0.12% | +3.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $542,981 | -4.4% | 5,583 | -0.5% | 0.12% | -11.5% |
| AFG | New | AMERICAN FINL GROUP INC OHIO | $531,279 | – | 4,373 | +100.0% | 0.11% | – |
| DOW | Buy | DOW INC | $507,852 | +17.4% | 9,264 | +7.9% | 0.11% | +9.1% |
| EQT | Buy | EQT CORP | $509,745 | +37.2% | 15,974 | +45.5% | 0.11% | +27.1% |
| LOW | LOWES COS INC | $495,975 | +0.4% | 2,480 | 0.0% | 0.10% | -7.1% | |
| ABBV | Sell | ABBVIE INC | $484,947 | -4.6% | 3,043 | -3.3% | 0.10% | -11.2% |
| CLX | Buy | CLOROX CO DEL | $464,593 | +12.8% | 2,936 | +0.0% | 0.10% | +5.3% |
| Sell | JACOBS SOLUTIONS INC | $447,622 | -2.5% | 3,809 | -0.3% | 0.10% | -9.5% | |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $447,916 | -13.5% | 2,236 | +2.6% | 0.10% | -19.5% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $444,235 | -16.6% | 962 | -1.4% | 0.09% | -23.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $436,525 | +6.3% | 1,360 | -11.8% | 0.09% | -1.1% |
| Sell | WOLFSPEED INC | $433,866 | -6.4% | 6,680 | -0.5% | 0.09% | -13.2% | |
| XOM | Buy | EXXON MOBIL CORP | $430,411 | +3.0% | 3,925 | +3.6% | 0.09% | -4.2% |
| AXON | Buy | AXON ENTERPRISE INC | $408,103 | +36.9% | 1,815 | +1.0% | 0.09% | +27.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $376,082 | +0.1% | 1,218 | +0.2% | 0.08% | -7.0% |
| FSK | Sell | FS KKR CAP CORP | $370,760 | -6.1% | 20,041 | -11.2% | 0.08% | -12.2% |
| KR | Sell | KROGER CO | $365,221 | -15.1% | 7,398 | -23.4% | 0.08% | -20.4% |
| QCOM | Buy | QUALCOMM INC | $361,441 | +29.4% | 2,833 | +11.5% | 0.08% | +20.3% |
| CSX | Sell | CSX CORP | $360,069 | -3.5% | 12,026 | -0.2% | 0.08% | -10.6% |
| KO | Buy | COCA COLA CO | $349,216 | -1.4% | 5,630 | +1.1% | 0.07% | -8.6% |
| CSCO | Buy | CISCO SYS INC | $343,534 | +12.3% | 6,572 | +2.4% | 0.07% | +4.3% |
| NET | Sell | CLOUDFLARE INC | $323,592 | +33.0% | 5,248 | -2.5% | 0.07% | +23.2% |
| TW | Buy | TRADEWEB MKTS INCcl a | $312,157 | +22.0% | 3,950 | +0.3% | 0.07% | +13.8% |
| CVS | Sell | CVS HEALTH CORP | $312,791 | -31.8% | 4,209 | -14.5% | 0.07% | -37.1% |
| MELI | New | MERCADOLIBRE INC | $282,065 | – | 214 | +100.0% | 0.06% | – |
| BDEC | INNOVATOR ETFS TRus eqty buf dec | $278,959 | +6.0% | 8,245 | 0.0% | 0.06% | -1.7% | |
| UNP | Buy | UNION PAC CORP | $278,414 | -2.7% | 1,383 | +0.1% | 0.06% | -9.2% |
| MO | Sell | ALTRIA GROUP INC | $277,893 | -2.6% | 6,228 | -0.2% | 0.06% | -9.2% |
| ISRG | INTUITIVE SURGICAL INC | $258,536 | -3.7% | 1,012 | 0.0% | 0.06% | -9.8% | |
| Buy | FS CREDIT OPPORTUNITIES CORP | $253,719 | +89.6% | 57,144 | +101.2% | 0.05% | +74.2% | |
| SBUX | Buy | STARBUCKS CORP | $239,955 | +11.5% | 2,304 | +6.2% | 0.05% | +4.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $226,000 | -28.3% | 4,315 | +14.0% | 0.05% | -33.3% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $223,751 | -16.5% | 3,224 | -18.4% | 0.05% | -21.3% |
| WMT | Buy | WALMART INC | $219,012 | +4.5% | 1,485 | +0.5% | 0.05% | -2.1% |
| New | GENERAL ELECTRIC CO | $213,141 | – | 2,230 | +100.0% | 0.04% | – | |
| NKE | New | NIKE INCcl b | $206,730 | – | 1,686 | +100.0% | 0.04% | – |
| KRMD | KORU MEDICAL SYSTEMS INC | $63,617 | +18.2% | 15,075 | 0.0% | 0.01% | +16.7% | |
| LIN | Exit | LINDE PLC | $0 | – | -633 | -100.0% | -0.05% | – |
| BILL | Exit | BILL COM HLDGS INC | $0 | – | -1,918 | -100.0% | -0.05% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,043 | -100.0% | -0.05% | – |
| PAPR | Exit | INNOVATOR ETFS TRus eqt pwr buf | $0 | – | -9,985 | -100.0% | -0.06% | – |
| AFL | Exit | AFLAC INC | $0 | – | -6,580 | -100.0% | -0.11% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -10,096 | -100.0% | -0.13% | – |
| SGEN | Exit | SEAGEN INC | $0 | – | -4,322 | -100.0% | -0.13% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -9,151 | -100.0% | -0.17% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -4,153 | -100.0% | -0.17% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -2,925 | -100.0% | -0.18% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -11,073 | -100.0% | -0.22% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -19,184 | -100.0% | -0.27% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -11,310 | -100.0% | -0.64% | – |
| ITT | Exit | ITT INC | $0 | – | -35,016 | -100.0% | -0.65% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -37,862 | -100.0% | -0.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
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.