Source Financial Advisors LLC: summary

Source Financial Advisors LLC reported 119 positions with a reported value of $338.49M in its 13F for Q3 2024. Compared with Q2 2024: 10 new positions, 5 exited.

Top positions

• UBER TECHNOLOGIES INC COM
• STATE STREET SPDR S&P 500 ETF
• MARKETAXESS HLDGS INC COM
• ISHARES CORE S&P 500 ETF
• ISHARES U.S. TREASURY BOND ETF
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
• ISHARES TR
• ISHARES U S ETF TR
• VANGUARD CHARLOTTE FDS
• Confluent Inc