StockDriftsStockDriftsTop 50 Source Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 14.56% | 655.9K | $49.3M | -0.04%(-294) | — | 2024-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 12.26% | 72.3K | $41.5M | -0.51%(-368) | — | 2024-09-30 | |
| MKTX | MARKETAXESS HLDGS INC | 8.74% | 115.5K | $29.6M | +0.13%(+154) | — | 2024-09-30 | |
| IVV | ISHARES TR | 6.45% | 37.9K | $21.8M | +0.62%(+232) | — | 2024-09-30 | |
| GOVT | ISHARES TR | 6.03% | 871.0K | $20.4M | +1.30%(+11.19K) | — | 2024-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.69% | 56.1K | $15.9M | -0.54%(-302) | — | 2024-09-30 | |
| IXUS | ISHARES TR | 2.77% | 129.3K | $9.4M | +0.30%(+381) | — | 2024-09-30 | |
| MEAR | ISHARES U S ETF TR | 2.7% | 181.4K | $9.1M | +35.32%(+47.34K) | — | 2024-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.33% | 156.6K | $7.9M | +1.34%(+2.08K) | — | 2024-09-30 | |
| CFLT | CONFLUENT INC | 2.32% | 385.4K | $7.9M | +0.01%(+43) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Source Financial Advisors Llc reports $338.49M in US-listed equity holdings across 167 positions in its most recent 13F filing. Its largest disclosed positions are UBER (14.6%), SPY (12.3%) and MKTX (8.7%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Source Financial Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1830954). View Source Financial Advisors Llc’s 13F filings on SEC