0001811240-21-000004.txt : 20210809
0001811240-21-000004.hdr.sgml : 20210809
20210809164655
ACCESSION NUMBER: 0001811240-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210809
DATE AS OF CHANGE: 20210809
EFFECTIVENESS DATE: 20210809
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Souders Financial Advisors
CENTRAL INDEX KEY: 0001811240
IRS NUMBER: 824516448
STATE OF INCORPORATION: OH
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20245
FILM NUMBER: 211157162
BUSINESS ADDRESS:
STREET 1: 5968 BRIDGETOWN ROAD
CITY: CINCINNATI
STATE: OH
ZIP: 45248
BUSINESS PHONE: 5135982400
MAIL ADDRESS:
STREET 1: 5968 BRIDGETOWN ROAD
CITY: CINCINNATI
STATE: OH
ZIP: 45248
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001811240
XXXXXXXX
06-30-2021
06-30-2021
Souders Financial Advisors
5968 BRIDGETOWN ROAD
CINCINNATI
OH
45248
13F HOLDINGS REPORT
028-20245
N
Patrick D. Hayes
Chief Compliance Officer
513-693-4886
Patrick D. Hayes
Cincinnati
OH
08-09-2021
0
132
296831
false
INFORMATION TABLE
2
SoudersFinancialAdvisors_13f.xml
DRAFTKINGS INC
COM CL A
26142R104
726
13917
SH
SOLE
0
0
0
13917
DISNEY WALT CO
COM
254687106
283
1609
SH
SOLE
0
0
0
1609
PFIZER INC
COM
717081103
2877
73480
SH
SOLE
0
0
0
73480
ACTIVISION BLIZZARD INC
COM
00507V109
1049
10986
SH
SOLE
0
0
0
10986
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
1638
49805
SH
SOLE
0
0
0
49805
GENERAL ELECTRIC CO
COM
369604103
150
11120
SH
SOLE
0
0
0
11120
SPDR S&P 500 ETF TR
TR UNIT
78462F103
470
1097
SH
SOLE
0
0
0
1097
ABBOTT LABS
COM
002824100
2911
25106
SH
SOLE
0
0
0
25106
PEPSICO INC
COM
713448108
593
4000
SH
SOLE
0
0
0
4000
BK OF AMERICA CORP
COM
060505104
2611
63316
SH
SOLE
0
0
0
63316
REDFIN CORP
COM
75737F108
557
8777
SH
SOLE
0
0
0
8777
CVS HEALTH CORP
COM
126650100
2886
34585
SH
SOLE
0
0
0
34585
UNION PAC CORP
COM
907818108
345
1569
SH
SOLE
0
0
0
1569
AT&T INC
COM
00206R102
221
7662
SH
SOLE
0
0
0
7662
APPLE INC
COM
037833100
11395
83196
SH
SOLE
0
0
0
83196
AMAZON COM INC
COM
023135106
4321
1256
SH
SOLE
0
0
0
1256
NOVO-NORDISK A S
ADR
670100205
2710
32348
SH
SOLE
0
0
0
32348
QUALCOMM INC
COM
747525103
260
1820
SH
SOLE
0
0
0
1820
LOWES COS INC
COM
548661107
483
2489
SH
SOLE
0
0
0
2489
PHILIP MORRIS INTL INC
COM
718172109
587
5922
SH
SOLE
0
0
0
5922
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
1575
73178
SH
SOLE
0
0
0
73178
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
6486
62254
SH
SOLE
0
0
0
62254
UPSTART HLDGS INC
COM
91680M107
519
4152
SH
SOLE
0
0
0
4152
PROCTER AND GAMBLE CO
COM
742718109
12415
92008
SH
SOLE
0
0
0
92008
NORFOLK SOUTHN CORP
COM
655844108
2442
9200
SH
SOLE
0
0
0
9200
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
584
4920
SH
SOLE
0
0
0
4920
BOEING CO
COM
097023105
233
972
SH
SOLE
0
0
0
972
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
762
10587
SH
SOLE
0
0
0
10587
TRUIST FINL CORP
COM
89832Q109
3276
59035
SH
SOLE
0
0
0
59035
SCHWAB CHARLES CORP
COM
808513105
259
3551
SH
SOLE
0
0
0
3551
CINCINNATI FINL CORP
COM
172062101
3340
28640
SH
SOLE
0
0
0
28640
DUKE ENERGY CORP NEW
COM NEW
26441C204
983
9959
SH
SOLE
0
0
0
9959
AIRBNB INC
COM CL A
009066101
644
4208
SH
SOLE
0
0
0
4208
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
830
83821
SH
SOLE
0
0
0
83821
NIKE INC
CL B
654106103
1065
6891
SH
SOLE
0
0
0
6891
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
604
5029
SH
SOLE
0
0
0
5029
WALMART INC
COM
931142103
599
4248
SH
SOLE
0
0
0
4248
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
4796
87846
SH
SOLE
0
0
0
87846
INTEL CORP
COM
458140100
2642
47057
SH
SOLE
0
0
0
47057
SHERWIN WILLIAMS CO
COM
824348106
1031
3783
SH
SOLE
0
0
0
3783
US BANCORP DEL
COM NEW
902973304
235
4133
SH
SOLE
0
0
0
4133
COMCAST CORP NEW
CL A
20030N101
3830
67169
SH
SOLE
0
0
0
67169
ISHARES TR
CORE S&P SCP ETF
464287804
1823
16139
SH
SOLE
0
0
0
16139
SHOPIFY INC
CL A
82509L107
1007
689
SH
SOLE
0
0
0
689
EQUINIX INC
COM
29444U700
2786
3471
SH
SOLE
0
0
0
3471
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
3306
31705
SH
SOLE
0
0
0
31705
JPMORGAN CHASE & CO
COM
46625H100
5096
32766
SH
SOLE
0
0
0
32766
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
2126
98485
SH
SOLE
0
0
0
98485
CISCO SYS INC
COM
17275R102
273
5158
SH
SOLE
0
0
0
5158
DOW INC
COM
260557103
461
7289
SH
SOLE
0
0
0
7289
EXXON MOBIL CORP
COM
30231G102
248
3939
SH
SOLE
0
0
0
3939
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
794
3502
SH
SOLE
0
0
0
3502
ABBVIE INC
COM
00287Y109
280
2484
SH
SOLE
0
0
0
2484
CHEVRON CORP NEW
COM
166764100
1125
10740
SH
SOLE
0
0
0
10740
BROADCOM INC
COM
11135F101
3908
8195
SH
SOLE
0
0
0
8195
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
317
1139
SH
SOLE
0
0
0
1139
GILEAD SCIENCES INC
COM
375558103
2595
37689
SH
SOLE
0
0
0
37689
CME GROUP INC
COM
12572Q105
3340
15703
SH
SOLE
0
0
0
15703
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
9016
61770
SH
SOLE
0
0
0
61770
CONCENTRIX CORP
COM
20602D101
235
1461
SH
SOLE
0
0
0
1461
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
6764
43698
SH
SOLE
0
0
0
43698
VISA INC
COM CL A
92826C839
4307
18420
SH
SOLE
0
0
0
18420
ALLOGENE THERAPEUTICS INC
COM
019770106
587
22518
SH
SOLE
0
0
0
22518
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
3558
90193
SH
SOLE
0
0
0
90193
REPRO MED SYS INC
COM
759910102
70
15075
SH
SOLE
0
0
0
15075
FS KKR CAP CORP
COM
302635206
1055
49059
SH
SOLE
0
0
0
49059
KLA CORP
COM NEW
482480100
845
2607
SH
SOLE
0
0
0
2607
EXELON CORP
COM
30161N101
2425
54734
SH
SOLE
0
0
0
54734
MARSH & MCLENNAN COS INC
COM
571748102
2877
20447
SH
SOLE
0
0
0
20447
AUTOMATIC DATA PROCESSING IN
COM
053015103
662
3335
SH
SOLE
0
0
0
3335
FACEBOOK INC
CL A
30303M102
1997
5743
SH
SOLE
0
0
0
5743
VANGUARD INDEX FDS
SMALL CP ETF
922908751
974
4325
SH
SOLE
0
0
0
4325
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
21887
289440
SH
SOLE
0
0
0
289440
LILLY ELI & CO
COM
532457108
208
906
SH
SOLE
0
0
0
906
MERCADOLIBRE INC
COM
58733R102
347
223
SH
SOLE
0
0
0
223
ALTRIA GROUP INC
COM
02209S103
319
6690
SH
SOLE
0
0
0
6690
HOME DEPOT INC
COM
437076102
1645
5160
SH
SOLE
0
0
0
5160
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
246
1106
SH
SOLE
0
0
0
1106
ISHARES TR
CORE US AGGBD ET
464287226
12749
110541
SH
SOLE
0
0
0
110541
L3HARRIS TECHNOLOGIES INC
COM
502431109
236
1090
SH
SOLE
0
0
0
1090
INVESCO QQQ TR
UNIT SER 1
46090E103
301
850
SH
SOLE
0
0
0
850
NETFLIX INC
COM
64110L106
1352
2560
SH
SOLE
0
0
0
2560
COCA COLA CO
COM
191216100
311
5750
SH
SOLE
0
0
0
5750
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
228
330
SH
SOLE
0
0
0
330
SIRIUS XM HOLDINGS INC
COM
82968B103
66
10118
SH
SOLE
0
0
0
10118
TESLA INC
COM
88160R101
554
815
SH
SOLE
0
0
0
815
VERIZON COMMUNICATIONS INC
COM
92343V104
3547
63299
SH
SOLE
0
0
0
63299
UNITEDHEALTH GROUP INC
COM
91324P102
4062
10145
SH
SOLE
0
0
0
10145
YUM BRANDS INC
COM
988498101
2472
21487
SH
SOLE
0
0
0
21487
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
5410
86546
SH
SOLE
0
0
0
86546
LOCKHEED MARTIN CORP
COM
539830109
849
2244
SH
SOLE
0
0
0
2244
CSX CORP
COM
126408103
399
12430
SH
SOLE
0
0
0
12430
AZEK CO INC
CL A
05478C105
520
12240
SH
SOLE
0
0
0
12240
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
20598
52342
SH
SOLE
0
0
0
52342
CARRIER GLOBAL CORPORATION
COM
14448C104
2731
56191
SH
SOLE
0
0
0
56191
XENIA HOTELS & RESORTS INC
COM
984017103
254
13546
SH
SOLE
0
0
0
13546
3M CO
COM
88579Y101
743
3742
SH
SOLE
0
0
0
3742
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
2130
98034
SH
SOLE
0
0
0
98034
FLEETCOR TECHNOLOGIES INC
COM
339041105
517
2020
SH
SOLE
0
0
0
2020
LAUDER ESTEE COS INC
CL A
518439104
2977
9360
SH
SOLE
0
0
0
9360
NORTHROP GRUMMAN CORP
COM
666807102
2942
8095
SH
SOLE
0
0
0
8095
CASSAVA SCIENCES INC
COM
14817C107
266
3116
SH
SOLE
0
0
0
3116
MICROSOFT CORP
COM
594918104
6164
22753
SH
SOLE
0
0
0
22753
SPDR GOLD TR
GOLD SHS
78463V107
240
1451
SH
SOLE
0
0
0
1451
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1086
1854
SH
SOLE
0
0
0
1854
ANTHEM INC
COM
036752103
1048
2745
SH
SOLE
0
0
0
2745
MCDONALDS CORP
COM
580135101
1025
4436
SH
SOLE
0
0
0
4436
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
2358
106271
SH
SOLE
0
0
0
106271
ALPHABET INC
CAP STK CL A
02079K305
571
234
SH
SOLE
0
0
0
234
GOLDMAN SACHS GROUP INC
COM
38141G104
1003
2643
SH
SOLE
0
0
0
2643
DOCUSIGN INC
COM
256163106
1012
3620
SH
SOLE
0
0
0
3620
CLOROX CO DEL
COM
189054109
526
2922
SH
SOLE
0
0
0
2922
NEWMONT CORP
COM
651639106
455
7180
SH
SOLE
0
0
0
7180
PELOTON INTERACTIVE INC
CL A COM
70614W100
611
4926
SH
SOLE
0
0
0
4926
ALPHABET INC
CAP STK CL C
02079K107
4048
1615
SH
SOLE
0
0
0
1615
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
7670
151168
SH
SOLE
0
0
0
151168
HONEYWELL INTL INC
COM
438516106
954
4348
SH
SOLE
0
0
0
4348
KROGER CO
COM
501044101
270
7050
SH
SOLE
0
0
0
7050
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
4490
44032
SH
SOLE
0
0
0
44032
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
1514
67870
SH
SOLE
0
0
0
67870
HILTON WORLDWIDE HLDGS INC
COM
43300A203
2210
18326
SH
SOLE
0
0
0
18326
CONOCOPHILLIPS
COM
20825C104
3208
52677
SH
SOLE
0
0
0
52677
MEDTRONIC PLC
SHS
G5960L103
569
4585
SH
SOLE
0
0
0
4585
LUFAX HOLDING LTD
ADS REP SHS CL A
54975P102
450
39795
SH
SOLE
0
0
0
39795
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1973
25208
SH
SOLE
0
0
0
25208
CROWN CASTLE INTL CORP NEW
COM
22822V101
3772
19333
SH
SOLE
0
0
0
19333
JOHNSON & JOHNSON
COM
478160104
1162
7051
SH
SOLE
0
0
0
7051
AIR PRODS & CHEMS INC
COM
009158106
2495
8673
SH
SOLE
0
0
0
8673
LEMONADE INC
COM
52567D107
640
5849
SH
SOLE
0
0
0
5849
S&P GLOBAL INC
COM
78409V104
712
1734
SH
SOLE
0
0
0
1734
DOLLAR GEN CORP NEW
COM
256677105
970
4482
SH
SOLE
0
0
0
4482
FIRST FINL BANCORP OH
COM
320209109
1679
71056
SH
SOLE
0
0
0
71056