Souders Financial Advisors

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 28, 2024
Value $
$663M
Signature - Title
Patrick D. Hayes - Chief Compliance Officer
Location
5968 Bridgetown Road, Cincinnati, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 164 $663M +$44.3M -$19.2M +$25M CGCP, VOO, VXUS, AGG, SCHD 13F-HR 8/28/2024, 09:06 AM
Q1 2024 160 $634M +$60.3M -$43.8M +$16.5M CGCP, VOO, VXUS, SCHD, AGG 13F-HR 5/8/2024, 01:32 PM
Q4 2023 153 $584M +$54.3M -$33.9M +$20.5M CGCP, VOO, SCHD, AGG, CGDV 13F-HR 1/24/2024, 10:13 AM
Q3 2023 150 $521M +$32.2M -$15.4M +$16.8M CGCP, VOO, SCHD, PG, CGDV 13F-HR 11/6/2023, 11:33 AM
Q2 2023 146 $523M +$55.1M -$24M +$31.1M CGCP, VOO, SCHD, PG, CGDV 13F-HR 8/9/2023, 03:03 PM
Q1 2023 145 $471M +$45.3M -$30.1M +$15.3M VOO, CGCP, SCHD, PG, CGDV 13F-HR 5/9/2023, 04:31 PM
Q4 2022 149 $438M +$51.9M -$10.5M +$41.4M SCHD, VOO, CGCP, PG, SCHZ 13F-HR 2/13/2023, 03:47 PM
Q3 2022 144 $368M +$72.9M -$27.3M +$45.6M VOO, SCHD, CGCP, PG, SCHZ 13F-HR 11/10/2022, 02:37 PM
Q2 2022 135 $348M +$72.5M -$26.7M +$45.7M SCHD, VOO, SCHZ, PG, CGCP 13F-HR 8/5/2022, 04:11 PM
Q1 2022 143 $346M +$43.8M -$18.9M +$24.9M SCHD, VOO, PG, AAPL, AGG 13F-HR 5/4/2022, 10:43 AM
Q4 2021 135 $348M +$26.2M -$14.2M +$12M VOO, SCHD, PG, AAPL, AGG 13F-HR 2/4/2022, 03:03 PM
Q3 2021 135 $310M +$18.4M -$5.31M +$13.1M SCHD, VOO, PG, AGG, AAPL 13F-HR 11/2/2021, 06:36 PM
Q2 2021 132 $297M +$43.1M -$14.6M +$28.5M SCHD, VOO, AGG, PG, AAPL 13F-HR 8/9/2021, 04:46 PM
Q1 2021 123 $255M +$27.3M -$13.2M +$14.1M SCHD, VOO, PG, AAPL, SCHG 13F-HR 5/13/2021, 04:58 PM
Q4 2020 111 $230M +$12.7M -$4.3M +$8.35M VOO, SCHD, PG, AAPL, SCHG 13F-HR 2/9/2021, 12:49 PM
Q3 2020 103 $210M +$26M -$2.9M +$23.1M VOO, SCHD, PG, AAPL, SCHG 13F-HR 11/10/2020, 08:59 PM
Q2 2020 97 $175M +$57.6M -$14.2M +$43.4M VOO, SCHD, PG, AAPL, SCHG 13F-HR 8/10/2020, 09:22 PM
Q1 2020 93 $113M $0 $0 SCHD, PG, VOO, AAPL, VIG 13F-HR 5/11/2020, 08:15 PM