• 13F History

Souders Financial Advisors

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$716M
Signature - Title
Eric Myers - Compliance Consultant
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Souders Financial Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Souders Financial Advisors reported 175 stock holdings with total value $716M as of Q4 2024. Top holdings included CGCP, VOO, CGDV, VXUS, and CGUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 175 $716M +$107M -$56.8M +$50.4M CGCP, VOO, CGDV, VXUS, CGUS 13F-HR 2/6/2025, 01:38 PM
Q3 2024 172 $718M +$64.1M -$41.5M +$22.6M CGCP, VOO, VXUS, CGDV, CGUS 13F-HR 11/5/2024, 03:24 PM
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 155 $518M +$29.6M -$15.4M +$14.2M CGCP, VOO, SCHD, PG, CGDV 13F-HR 11/6/2023, 11:33 AM
Q2 2023 146 $523M +$55.1M -$17.6M +$37.5M CGCP, VOO, SCHD, PG, CGDV 13F-HR 8/9/2023, 03:03 PM
Q1 2023 145 $471M +$45.3M -$13.8M +$31.5M VOO, CGCP, SCHD, PG, CGDV 13F-HR 5/9/2023, 04:31 PM
Q4 2022 149 $438M +$51.9M -$4.88M +$47M SCHD, VOO, CGCP, PG, SCHZ 13F-HR 2/13/2023, 02:47 PM
Q3 2022 144 $368M +$72.9M -$12.4M +$60.5M VOO, SCHD, CGCP, PG, SCHZ 13F-HR 11/10/2022, 01:37 PM
Q2 2022 135 $348M +$72.5M -$18.1M +$54.4M SCHD, VOO, SCHZ, PG, CGCP 13F-HR 8/5/2022, 04:11 PM
Q1 2022 143 $346M +$43.8M -$5.36M +$38.5M SCHD, VOO, PG, AAPL, AGG 13F-HR 5/4/2022, 10:43 AM
Q4 2021 135 $347M +$26.2M -$11.2M +$15M VOO, SCHD, PG, AAPL, AGG 13F-HR 2/4/2022, 02:03 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 -$605K +$12.1M VOO, SCHD, PG, AAPL, SCHG 13F-HR 2/9/2021, 11:49 AM
Q3 2020 95 $197M +$23.1M -$1.39M +$21.8M VOO, SCHD, PG, AAPL, SCHG 13F-HR 11/10/2020, 07:59 PM
Q2 2020 97 $175M +$57.6M -$11.6M +$46.1M VOO, SCHD, PG, AAPL, SCHG 13F-HR 8/10/2020, 09:22 PM
Q1 2020 93 $113M SCHD, PG, VOO, AAPL, VIG 13F-HR 5/11/2020, 08:15 PM