0001811240-21-000005.txt : 20211103
0001811240-21-000005.hdr.sgml : 20211103
20211102183609
ACCESSION NUMBER: 0001811240-21-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211103
DATE AS OF CHANGE: 20211102
EFFECTIVENESS DATE: 20211103
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: 211372934
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
09-30-2021
09-30-2021
Souders Financial Advisors
5968 BRIDGETOWN ROAD
CINCINNATI
OH
45248
13F HOLDINGS REPORT
028-20245
N
Patrick D. Hayes
CCO
513-693-4886
Patrick D. Hayes
Cincinnati
OH
11-02-2021
0
135
310189
false
INFORMATION TABLE
2
SFA13F3Q21.xml
DRAFTKINGS INC
COM CL A
26142R104
695
14421
SH
SOLE
0
0
0
14421
DISNEY WALT CO
COM
254687106
273
1614
SH
SOLE
0
0
0
1614
PFIZER INC
COM
717081103
3206
74531
SH
SOLE
0
0
0
74531
ACTIVISION BLIZZARD INC
COM
00507V109
887
11463
SH
SOLE
0
0
0
11463
DISCOVER FINL SVCS
COM
254709108
204
1661
SH
SOLE
0
0
0
1661
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
1650
54120
SH
SOLE
0
0
0
54120
SPDR S&P 500 ETF TR
TR UNIT
78462F103
476
1109
SH
SOLE
0
0
0
1109
OAK STR HEALTH INC
COM
67181A107
548
12876
SH
SOLE
0
0
0
12876
ABBOTT LABS
COM
002824100
3001
25404
SH
SOLE
0
0
0
25404
PEPSICO INC
COM
713448108
578
3844
SH
SOLE
0
0
0
3844
BK OF AMERICA CORP
COM
060505104
2727
64245
SH
SOLE
0
0
0
64245
REDFIN CORP
COM
75737F108
468
9341
SH
SOLE
0
0
0
9341
CVS HEALTH CORP
COM
126650100
2976
35065
SH
SOLE
0
0
0
35065
UNION PAC CORP
COM
907818108
311
1585
SH
SOLE
0
0
0
1585
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
699
20013
SH
SOLE
0
0
0
20013
CATERPILLAR INC
COM
149123101
648
3375
SH
SOLE
0
0
0
3375
APPLE INC
COM
037833100
11932
84323
SH
SOLE
0
0
0
84323
AT&T INC
COM
00206R102
217
8023
SH
SOLE
0
0
0
8023
AMAZON COM INC
COM
023135106
4142
1261
SH
SOLE
0
0
0
1261
NOVO-NORDISK A S
ADR
670100205
3155
32858
SH
SOLE
0
0
0
32858
QUALCOMM INC
COM
747525103
220
1703
SH
SOLE
0
0
0
1703
LOWES COS INC
COM
548661107
505
2489
SH
SOLE
0
0
0
2489
PHILIP MORRIS INTL INC
COM
718172109
561
5921
SH
SOLE
0
0
0
5921
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
1611
75194
SH
SOLE
0
0
0
75194
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
6396
63892
SH
SOLE
0
0
0
63892
UPSTART HLDGS INC
COM
91680M107
1367
4321
SH
SOLE
0
0
0
4321
EDWARDS LIFESCIENCES CORP
COM
28176E108
656
5798
SH
SOLE
0
0
0
5798
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
656
5716
SH
SOLE
0
0
0
5716
PROCTER AND GAMBLE CO
COM
742718109
13679
97847
SH
SOLE
0
0
0
97847
NORFOLK SOUTHN CORP
COM
655844108
2258
9436
SH
SOLE
0
0
0
9436
BOEING CO
COM
097023105
234
1064
SH
SOLE
0
0
0
1064
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
613
10868
SH
SOLE
0
0
0
10868
TRUIST FINL CORP
COM
89832Q109
3542
60393
SH
SOLE
0
0
0
60393
SCHWAB CHARLES CORP
COM
808513105
269
3689
SH
SOLE
0
0
0
3689
CINCINNATI FINL CORP
COM
172062101
3274
28667
SH
SOLE
0
0
0
28667
DUKE ENERGY CORP NEW
COM NEW
26441C204
1047
10725
SH
SOLE
0
0
0
10725
AIRBNB INC
COM CL A
009066101
757
4510
SH
SOLE
0
0
0
4510
NIKE INC
CL B
654106103
788
5425
SH
SOLE
0
0
0
5425
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
648
5808
SH
SOLE
0
0
0
5808
WALMART INC
COM
931142103
681
4884
SH
SOLE
0
0
0
4884
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
5236
96503
SH
SOLE
0
0
0
96503
INTEL CORP
COM
458140100
2554
47943
SH
SOLE
0
0
0
47943
SHERWIN WILLIAMS CO
COM
824348106
1064
3804
SH
SOLE
0
0
0
3804
US BANCORP DEL
COM NEW
902973304
246
4133
SH
SOLE
0
0
0
4133
COMCAST CORP NEW
CL A
20030N101
3825
68394
SH
SOLE
0
0
0
68394
ISHARES TR
CORE S&P SCP ETF
464287804
1871
17140
SH
SOLE
0
0
0
17140
EQUINIX INC
COM
29444U700
2795
3537
SH
SOLE
0
0
0
3537
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
3253
31323
SH
SOLE
0
0
0
31323
JPMORGAN CHASE & CO
COM
46625H100
5556
33941
SH
SOLE
0
0
0
33941
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
2230
103558
SH
SOLE
0
0
0
103558
SHOPIFY INC
CL A
82509L107
944
696
SH
SOLE
0
0
0
696
CISCO SYS INC
COM
17275R102
281
5168
SH
SOLE
0
0
0
5168
DOW INC
COM
260557103
316
5484
SH
SOLE
0
0
0
5484
EXXON MOBIL CORP
COM
30231G102
225
3833
SH
SOLE
0
0
0
3833
ABBVIE INC
COM
00287Y109
287
2659
SH
SOLE
0
0
0
2659
CHEVRON CORP NEW
COM
166764100
1237
12194
SH
SOLE
0
0
0
12194
T ROWE PRICE ETF INC
PRICE BLUE CHIP
87283Q107
3392
106319
SH
SOLE
0
0
0
106319
BROADCOM INC
COM
11135F101
4032
8315
SH
SOLE
0
0
0
8315
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
311
1139
SH
SOLE
0
0
0
1139
GILEAD SCIENCES INC
COM
375558103
2672
38256
SH
SOLE
0
0
0
38256
CME GROUP INC
COM
12572Q105
3205
16574
SH
SOLE
0
0
0
16574
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
9364
63229
SH
SOLE
0
0
0
63229
CONCENTRIX CORP
COM
20602D101
259
1461
SH
SOLE
0
0
0
1461
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
6827
44448
SH
SOLE
0
0
0
44448
VISA INC
COM CL A
92826C839
4298
19295
SH
SOLE
0
0
0
19295
ALLOGENE THERAPEUTICS INC
COM
019770106
611
23787
SH
SOLE
0
0
0
23787
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
3659
94555
SH
SOLE
0
0
0
94555
REPRO MED SYS INC
COM
759910102
43
15075
SH
SOLE
0
0
0
15075
FS KKR CAP CORP
COM
302635206
1055
47867
SH
SOLE
0
0
0
47867
KLA CORP
COM NEW
482480100
889
2659
SH
SOLE
0
0
0
2659
EXELON CORP
COM
30161N101
2691
55668
SH
SOLE
0
0
0
55668
MARSH & MCLENNAN COS INC
COM
571748102
3127
20651
SH
SOLE
0
0
0
20651
AUTOMATIC DATA PROCESSING IN
COM
053015103
672
3360
SH
SOLE
0
0
0
3360
FACEBOOK INC
CL A
30303M102
1981
5838
SH
SOLE
0
0
0
5838
VANGUARD INDEX FDS
SMALL CP ETF
922908751
948
4337
SH
SOLE
0
0
0
4337
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
22016
296552
SH
SOLE
0
0
0
296552
LILLY ELI & CO
COM
532457108
209
906
SH
SOLE
0
0
0
906
MERCADOLIBRE INC
COM
58733R102
333
198
SH
SOLE
0
0
0
198
ALTRIA GROUP INC
COM
02209S103
305
6690
SH
SOLE
0
0
0
6690
HOME DEPOT INC
COM
437076102
1807
5506
SH
SOLE
0
0
0
5506
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
242
1091
SH
SOLE
0
0
0
1091
ISHARES TR
CORE US AGGBD ET
464287226
12918
112495
SH
SOLE
0
0
0
112495
L3HARRIS TECHNOLOGIES INC
COM
502431109
240
1090
SH
SOLE
0
0
0
1090
INVESCO QQQ TR
UNIT SER 1
46090E103
311
870
SH
SOLE
0
0
0
870
NETFLIX INC
COM
64110L106
1642
2691
SH
SOLE
0
0
0
2691
COCA COLA CO
COM
191216100
295
5616
SH
SOLE
0
0
0
5616
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
300
402
SH
SOLE
0
0
0
402
SIRIUS XM HOLDINGS INC
COM
82968B103
62
10118
SH
SOLE
0
0
0
10118
TESLA INC
COM
88160R101
719
927
SH
SOLE
0
0
0
927
VERIZON COMMUNICATIONS INC
COM
92343V104
3596
66573
SH
SOLE
0
0
0
66573
UNITEDHEALTH GROUP INC
COM
91324P102
4144
10604
SH
SOLE
0
0
0
10604
YUM BRANDS INC
COM
988498101
2668
21816
SH
SOLE
0
0
0
21816
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
5537
88479
SH
SOLE
0
0
0
88479
CSX CORP
COM
126408103
906
30469
SH
SOLE
0
0
0
30469
AZEK CO INC
CL A
05478C105
467
12777
SH
SOLE
0
0
0
12777
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
21503
54522
SH
SOLE
0
0
0
54522
CARRIER GLOBAL CORPORATION
COM
14448C104
2948
56949
SH
SOLE
0
0
0
56949
XENIA HOTELS & RESORTS INC
COM
984017103
200
11281
SH
SOLE
0
0
0
11281
3M CO
COM
88579Y101
770
4388
SH
SOLE
0
0
0
4388
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
2231
102948
SH
SOLE
0
0
0
102948
LAUDER ESTEE COS INC
CL A
518439104
2835
9453
SH
SOLE
0
0
0
9453
NORTHROP GRUMMAN CORP
COM
666807102
2935
8151
SH
SOLE
0
0
0
8151
MICROSOFT CORP
COM
594918104
6646
23572
SH
SOLE
0
0
0
23572
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1098
1908
SH
SOLE
0
0
0
1908
ANTHEM INC
COM
036752103
830
2226
SH
SOLE
0
0
0
2226
MCDONALDS CORP
COM
580135101
1220
5061
SH
SOLE
0
0
0
5061
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
2467
111564
SH
SOLE
0
0
0
111564
ALPHABET INC
CAP STK CL A
02079K305
626
234
SH
SOLE
0
0
0
234
GOLDMAN SACHS GROUP INC
COM
38141G104
1145
3028
SH
SOLE
0
0
0
3028
DOCUSIGN INC
COM
256163106
942
3659
SH
SOLE
0
0
0
3659
CLOROX CO DEL
COM
189054109
540
3262
SH
SOLE
0
0
0
3262
NEWMONT CORP
COM
651639106
748
13770
SH
SOLE
0
0
0
13770
PELOTON INTERACTIVE INC
CL A COM
70614W100
439
5048
SH
SOLE
0
0
0
5048
ALPHABET INC
CAP STK CL C
02079K107
4376
1642
SH
SOLE
0
0
0
1642
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
7867
155113
SH
SOLE
0
0
0
155113
HONEYWELL INTL INC
COM
438516106
1084
5108
SH
SOLE
0
0
0
5108
KROGER CO
COM
501044101
286
7066
SH
SOLE
0
0
0
7066
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
4424
43402
SH
SOLE
0
0
0
43402
CROWDSTRIKE HLDGS INC
CL A
22788C105
675
2748
SH
SOLE
0
0
0
2748
ASTRAZENECA PLC
SPONSORED ADR
046353108
201
3355
SH
SOLE
0
0
0
3355
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
1531
68982
SH
SOLE
0
0
0
68982
HILTON WORLDWIDE HLDGS INC
COM
43300A203
2494
18876
SH
SOLE
0
0
0
18876
CONOCOPHILLIPS
COM
20825C104
3130
46191
SH
SOLE
0
0
0
46191
MEDTRONIC PLC
SHS
G5960L103
668
5326
SH
SOLE
0
0
0
5326
THERMO FISHER SCIENTIFIC INC
COM
883556102
206
360
SH
SOLE
0
0
0
360
PAYPAL HLDGS INC
COM
70450Y103
282
1082
SH
SOLE
0
0
0
1082
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
2055
26806
SH
SOLE
0
0
0
26806
CROWN CASTLE INTL CORP NEW
COM
22822V101
3417
19718
SH
SOLE
0
0
0
19718
JOHNSON & JOHNSON
COM
478160104
1250
7737
SH
SOLE
0
0
0
7737
AIR PRODS & CHEMS INC
COM
009158106
2287
8930
SH
SOLE
0
0
0
8930
LEMONADE INC
COM
52567D107
412
6152
SH
SOLE
0
0
0
6152
S&P GLOBAL INC
COM
78409V104
768
1807
SH
SOLE
0
0
0
1807
DOLLAR GEN CORP NEW
COM
256677105
971
4576
SH
SOLE
0
0
0
4576
SEAGEN INC
COM
81181C104
783
4611
SH
SOLE
0
0
0
4611
FIRST FINL BANCORP OH
COM
320209109
1671
71359
SH
SOLE
0
0
0
71359