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