0001811240-20-000003.txt : 20201112
0001811240-20-000003.hdr.sgml : 20201112
20201110205944
ACCESSION NUMBER: 0001811240-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201112
DATE AS OF CHANGE: 20201110
EFFECTIVENESS DATE: 20201112
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: 201302762
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
false
false
0001811240
XXXXXXXX
09-30-2020
09-30-2020
Souders Financial Advisors
5968 BRIDGETOWN ROAD
CINCINNATI
OH
45248
13F HOLDINGS REPORT
028-20245
N
Patrick Hayes
Counsel to Advisor
5135982400
Patrick Hayes
Cincinnati
OH
11-10-2020
0
108
211581
false
INFORMATION TABLE
2
13FSFA3Q20.xml
DRAFTKINGS INC
COM CL A
26142R104
496
12296
SH
SOLE
0
0
0
12296
PFIZER INC
COM
717081103
1871
48375
SH
SOLE
0
0
0
48375
DISNEY WALT CO
COM DISNEY
254687106
221
1555
SH
SOLE
0
0
0
1555
ACTIVISION BLIZZARD INC
COM
00507V109
739
9832
SH
SOLE
0
0
0
9832
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
1263
43630
SH
SOLE
0
0
0
43630
GENERAL ELECTRIC CO
COM
369604103
114
12646
SH
SOLE
0
0
0
12646
SPDR S&P 500 ETF TR
TR UNIT
78462F103
332
937
SH
SOLE
0
0
0
937
ABBOTT LABS
COM
002824100
2658
23985
SH
SOLE
0
0
0
23985
PEPSICO INC
COM
713448108
2827
19947
SH
SOLE
0
0
0
19947
DIEBOLD NXDF INC
COM
253651103
87
10158
SH
SOLE
0
0
0
10158
BK OF AMERICA CORP
COM
060505104
1669
60354
SH
SOLE
0
0
0
60354
FS KKR CAP CORP II
COM
35952V303
756
49661
SH
SOLE
0
0
0
49661
CVS HEALTH CORP
COM
126650100
2393
34071
SH
SOLE
0
0
0
34071
UNION PAC CORP
COM
907818108
871
4325
SH
SOLE
0
0
0
4325
APPLE INC
COM
037833100
10147
87496
SH
SOLE
0
0
0
87496
AT&T INC
COM
00206R102
293
10164
SH
SOLE
0
0
0
10164
AMAZON COM INC
COM
023135106
3575
1178
SH
SOLE
0
0
0
1178
NOVO-NORDISK A S
ADR
670100205
2027
30020
SH
SOLE
0
0
0
30020
LOWES COS INC
COM
548661107
367
2359
SH
SOLE
0
0
0
2359
MERCK & CO. INC
COM
58933Y105
458
5651
SH
SOLE
0
0
0
5651
PHILIP MORRIS INTL INC
COM
718172109
526
7034
SH
SOLE
0
0
0
7034
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
5584
71227
SH
SOLE
0
0
0
71227
PROCTER AND GAMBLE CO
COM
742718109
13116
93511
SH
SOLE
0
0
0
93511
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
576
8649
SH
SOLE
0
0
0
8649
GLOBAL PMTS INC
COM
37940X102
671
3471
SH
SOLE
0
0
0
3471
TRUIST FINL CORP
COM
89832Q109
3515
71672
SH
SOLE
0
0
0
71672
CINCINNATI FINL CORP
COM
172062101
2481
28641
SH
SOLE
0
0
0
28641
DUKE ENERGY CORP NEW
COM NEW
26441C204
785
8080
SH
SOLE
0
0
0
8080
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
621
64502
SH
SOLE
0
0
0
64502
NIKE INC
CL B
654106103
707
5535
SH
SOLE
0
0
0
5535
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
209
2379
SH
SOLE
0
0
0
2379
WALMART INC
COM
931142103
590
4053
SH
SOLE
0
0
0
4053
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
3821
68775
SH
SOLE
0
0
0
68775
SHERWIN WILLIAMS CO
COM
824348106
890
1232
SH
SOLE
0
0
0
1232
INTEL CORP
COM
458140100
2296
50523
SH
SOLE
0
0
0
50523
COMCAST CORP NEW
CL A
20030N101
3198
66940
SH
SOLE
0
0
0
66940
ISHARES TR
CORE S&P SCP ETF
464287804
1320
16115
SH
SOLE
0
0
0
16115
EQUINIX INC
COM
29444U700
2066
2843
SH
SOLE
0
0
0
2843
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
2802
33073
SH
SOLE
0
0
0
33073
JPMORGAN CHASE & CO
COM
46625H100
4080
35016
SH
SOLE
0
0
0
35016
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
1961
89794
SH
SOLE
0
0
0
89794
SHOPIFY INC
CL A
82509L107
296
334
SH
SOLE
0
0
0
334
FS KKR CAPITAL CORP
COM
302635206
205
12310
SH
SOLE
0
0
0
12310
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
789
2961
SH
SOLE
0
0
0
2961
ABBVIE INC
COM
00287Y109
244
2469
SH
SOLE
0
0
0
2469
CHEVRON CORP NEW
COM
166764100
706
8501
SH
SOLE
0
0
0
8501
BROADCOM INC
COM
11135F101
3127
8612
SH
SOLE
0
0
0
8612
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
245
1073
SH
SOLE
0
0
0
1073
KIMBERLY CLARK CORP
COM
494368103
370
2709
SH
SOLE
0
0
0
2709
GILEAD SCIENCES INC
COM
375558103
2575
42481
SH
SOLE
0
0
0
42481
CME GROUP INC
COM
12572Q105
2451
14529
SH
SOLE
0
0
0
14529
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
9690
81905
SH
SOLE
0
0
0
81905
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
8435
61672
SH
SOLE
0
0
0
61672
VISA INC
COM CL A
92826C839
3463
16235
SH
SOLE
0
0
0
16235
ALLOGENE THERAPEUTICS INC
COM
019770106
424
14547
SH
SOLE
0
0
0
14547
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
2814
83194
SH
SOLE
0
0
0
83194
EOG RES INC
COM
26875P101
2369
56162
SH
SOLE
0
0
0
56162
REPRO MED SYS INC
COM
759910102
58
15075
SH
SOLE
0
0
0
15075
KLA CORP
COM NEW
482480100
516
2305
SH
SOLE
0
0
0
2305
MARSH & MCLENNAN COS INC
COM
571748102
2123
18871
SH
SOLE
0
0
0
18871
FACEBOOK INC
CL A
30303M102
1394
5116
SH
SOLE
0
0
0
5116
TJX COS INC NEW
COM
872540109
1062
17060
SH
SOLE
0
0
0
17060
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
13858
225591
SH
SOLE
0
0
0
225591
SYNNEX CORP
COM
87162W100
218
1461
SH
SOLE
0
0
0
1461
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
207
1145
SH
SOLE
0
0
0
1145
MERCADOLIBRE INC
COM
58733R102
329
268
SH
SOLE
0
0
0
268
ALTRIA GROUP INC
COM
02209S103
267
6733
SH
SOLE
0
0
0
6733
HOME DEPOT INC
COM
437076102
1657
6014
SH
SOLE
0
0
0
6014
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
2074
97380
SH
SOLE
0
0
0
97380
ACADIA PHARMACEUTICALS INC
COM
004225108
410
8358
SH
SOLE
0
0
0
8358
HENRY JACK & ASSOC INC
COM
426281101
692
4309
SH
SOLE
0
0
0
4309
NETFLIX INC
COM
64110L106
1013
2110
SH
SOLE
0
0
0
2110
COCA COLA CO
COM
191216100
408
7567
SH
SOLE
0
0
0
7567
SIRIUS XM HOLDINGS INC
COM
82968B103
60
10098
SH
SOLE
0
0
0
10098
TESLA INC
COM
88160R101
212
517
SH
SOLE
0
0
0
517
AMGEN INC
COM
031162100
358
1482
SH
SOLE
0
0
0
1482
UNITEDHEALTH GROUP INC
COM
91324P102
3899
11023
SH
SOLE
0
0
0
11023
VERIZON COMMUNICATIONS INC
COM
92343V104
3209
52525
SH
SOLE
0
0
0
52525
LOCKHEED MARTIN CORP
COM
539830109
222
598
SH
SOLE
0
0
0
598
CSX CORP
COM
126408103
362
3963
SH
SOLE
0
0
0
3963
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
15642
48079
SH
SOLE
0
0
0
48079
XENIA HOTELS & RESORTS INC
COM
984017103
175
14501
SH
SOLE
0
0
0
14501
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
1965
89909
SH
SOLE
0
0
0
89909
LAUDER ESTEE COS INC
CL A
518439104
2441
9869
SH
SOLE
0
0
0
9869
NORTHROP GRUMMAN CORP
COM
666807102
2116
6729
SH
SOLE
0
0
0
6729
MICROSOFT CORP
COM
594918104
4297
20366
SH
SOLE
0
0
0
20366
ADOBE SYSTEMS INCORPORATED
COM
00724F101
727
1608
SH
SOLE
0
0
0
1608
ANTHEM INC
COM
036752103
903
2748
SH
SOLE
0
0
0
2748
MCDONALDS CORP
COM
580135101
645
3023
SH
SOLE
0
0
0
3023
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
1431
64413
SH
SOLE
0
0
0
64413
ENBRIDGE INC
COM
29250N105
246
8076
SH
SOLE
0
0
0
8076
ALPHABET INC
CAP STK CL A
02079K305
381
219
SH
SOLE
0
0
0
219
GOLDMAN SACHS GROUP INC
COM
38141G104
589
2710
SH
SOLE
0
0
0
2710
CIGNA CORP NEW
COM
125523100
677
3076
SH
SOLE
0
0
0
3076
DOCUSIGN INC
COM
256163106
551
2776
SH
SOLE
0
0
0
2776
CLOROX CO DEL
COM
189054109
612
3091
SH
SOLE
0
0
0
3091
ALPHABET INC
CAP STK CL C
02079K107
2591
1489
SH
SOLE
0
0
0
1489
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
6306
124210
SH
SOLE
0
0
0
124210
HONEYWELL INTL INC
COM
438516106
458
2268
SH
SOLE
0
0
0
2268
KROGER CO
COM
501044101
239
7497
SH
SOLE
0
0
0
7497
CATERPILLAR INC DEL
COM
149123101
598
3470
SH
SOLE
0
0
0
3470
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2128
20873
SH
SOLE
0
0
0
20873
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
1431
63953
SH
SOLE
0
0
0
63953
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1438
23156
SH
SOLE
0
0
0
23156
CROWN CASTLE INTL CORP NEW
COM
22822V101
2820
17582
SH
SOLE
0
0
0
17582
JOHNSON & JOHNSON
COM
478160104
620
4184
SH
SOLE
0
0
0
4184
S&P GLOBAL INC
COM
78409V104
566
1689
SH
SOLE
0
0
0
1689
FIRST FINL BANCORP OH
COM
320209109
1198
70199
SH
SOLE
0
0
0
70199