Source Financial Advisors LLC Incresed Positions in Q3 2024

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MKTX
Marketaxess Holdings Inc

Financial Services
154
+ 0.13%
$193.39 - $261.08 $29.8K - $40.2K
116K $29.6M
MEAR
Blackrock Short Maturity Munic

ETFs
47.3K
+ 35.32%
$49.99 - $50.34 $2.37M - $2.38M
181K $9.13M
IVV
Ishares Core S&P 500 ETF

ETFs
232
+ 0.62%
$520.18 - $576.82 $121K - $134K
37.9K $21.8M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.2K
+ 1.3%
$22.38 - $23.66 $250K - $265K
871K $20.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.9K
+ 10.6%
$50.52 - $50.95 $701K - $707K
145K $7.37M
IXUS
Ishares Tr

ETFs
381
+ 0.3%
$64.9 - $73.35 $24.7K - $27.9K
129K $9.39M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.1K
+ 1.81%
$113.41 - $125.62 $124K - $138K
61.7K $7.75M
AAPL
Apple Inc.

Technology
199
+ 1.05%
$207.23 - $234.82 $41.2K - $46.7K
19.2K $4.48M
EFV
Msci Eafe Value ETF

ETFs
6.59K
+ 37.92%
$51.72 - $57.96 $341K - $382K
24K $1.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.67K
+ 28.75%
$105.53 - $118.34 $282K - $316K
12K $1.4M
BNDX
Vanguard Total International B

ETFs
2.08K
+ 1.34%
$48.42 - $50.35 $101K - $105K
157K $7.88M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.23K
+ 2.26%
$49.93 - $51.15 $111K - $114K
101K $5.18M
USRT
Ishares Core U.S. Reit ETF

ETFs
17
+ 0.06%
$53.07 - $62.66 $902 - $1.07K
26.7K $1.64M
TSLA
Tesla, Inc.

Consumer Cyclical
310
+ 17.28%
$191.76 - $263.26 $59.4K - $81.6K
2.1K $550K
XLI
Industrial Sector Spdr

ETFs
939
+ 53.35%
$120.56 - $135.44 $113K - $127K
2.7K $365K
NVDA
Nvidia Corp

Technology
1.62K
+ 7.4%
$98.91 - $134.91 $160K - $218K
23.5K $2.85M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.01%
$194.9 - $224.8 $390 - $450
17.2K $3.63M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21
+ 0.03%
$51.02 - $52.74 $1.07K - $1.11K
79.2K $4.17M
IYW
Ishares Dj Us Tech ETF

ETFs
638
+ 8.16%
$133.16 - $158.73 $85K - $101K
8.46K $1.28M
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.51%
$333.64 - $405.2 $2.67K - $3.24K
1.59K $642K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
221
+ 1.07%
$57.32 - $62.65 $12.7K - $13.8K
20.9K $1.3M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
126
+ 1.72%
$97.19 - $109.09 $12.2K - $13.7K
7.46K $806K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
154
+ 1.67%
$97.05 - $106.1 $14.9K - $16.3K
9.39K $992K
IWB
Ishares Tr Russell 1000 ETF

ETFs
9
+ 0.24%
$283.28 - $314.39 $2.55K - $2.83K
3.69K $1.16M
JNJ
Johnson & Johnson

Healthcare
166
+ 7.79%
$145.48 - $167.38 $24.1K - $27.8K
2.3K $372K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
137
+ 2.16%
$64.0 - $72.54 $8.77K - $9.94K
6.47K $467K
AVGO
Broadcom Inc.

Technology
4.89K
+ 890.35%
$136.27 - $1745.86 $666K - $8.53M
5.44K $937K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.1%
$163.84 - $199.33 $328 - $399
2.03K $400K
VONE
Vanguard Russell 1000 ETF

ETFs
12
+ 0.36%
$234.0 - $260.07 $2.81K - $3.12K
3.3K $858K
KO
Coca Cola CO

Consumer Defensive
8
+ 0.18%
$62.69 - $73.01 $502 - $584
4.46K $320K
VEA
Vanguard Ftse Developed Market

ETFs
8
+ 0.13%
$47.6 - $53.31 $381 - $426
6.05K $319K
NFLX
Netflix Inc

Communication Services
2
+ 0.4%
$598.55 - $722.26 $1.2K - $1.44K
500 $354K
LLY
Eli Lilly & CO

Healthcare
12
+ 1.67%
$772.14 - $960.02 $9.27K - $11.5K
731 $647K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
175
+ 1.23%
$21.02 - $23.78 $3.68K - $4.16K
14.4K $319K
MRK
Merck & Co., Inc.

Healthcare
101
+ 3.27%
$111.15 - $128.97 $11.2K - $13K
3.19K $361K
SCHW
Schwab Charles Corp

Financial Services
20
+ 0.56%
$61.74 - $76.08 $1.23K - $1.52K
3.61K $234K
AMZN
Amazon Com Inc

Consumer Cyclical
43
+ 0.35%
$161.02 - $200.0 $6.92K - $8.6K
12.4K $2.31M
GOOGL
Alphabet Inc.

Communication Services
118
+ 1.93%
$148.65 - $191.18 $17.5K - $22.6K
6.23K $1.03M
QCOM
Qualcomm Inc

Technology
2
+ 0.05%
$156.12 - $209.64 $312 - $419
3.92K $666K
CFLT
Confluent, Inc.

Technology
43
+ 0.01%
$18.67 - $29.31 $803 - $1.26K
385K $7.85M
Activity Summary
Buys All Purchases 51 New Holdings 10 Increased Positions 41 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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