Source Financial Advisors LLC Purchases and Sells in Q1 2024

Source Financial Advisors LLC

$329 Million
Q1 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UBER	505 + 0.08%	$57.58 - $81.39 $29.1K - $41.1K	656K $50.5M
SPY	12.3K + 18.89%	$467.28 - $523.17 $5.73M - $6.42M	77.2K $40.4M
VTI	10.5K + 21.38%	$232.77 - $260.14 $2.46M - $2.74M	59.9K $15.6M
CFLT	9.38K + 2.49%	$21.51 - $34.53 $202K - $324K	385K $11.8M
GOVT	78.6K + 19.96%	$22.51 - $23.08 $1.77M - $1.81M	472K $10.8M
MEAR	31.8K + 37.19%	$49.97 - $50.18 $1.59M - $1.6M	117K $5.88M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHI	34.3K New	$43.87 - $44.99 $1.51M - $1.54M	34.3K $1.53M
JPST	9.82K New	$50.23 - $50.49 $493K - $496K	9.82K $495K
MPC	1.22K New	$151.8 - $201.5 $185K - $245K	1.22K $245K
GE	1.39K New	$124.06 - $180.12 $172K - $250K	1.39K $243K
UHS	1.28K New	$152.18 - $182.46 $194K - $233K	1.28K $233K
QQQM	1.19K New	$163.11 - $183.59 $193K - $218K	1.19K $216K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-17.6K - 39.95%	$68.14 - $74.43 $1.2M - $1.31M	26.4K $1.96M
JPM	-9.64K - 35.29%	$167.09 - $200.3 $1.61M - $1.93M	17.7K $3.54M
SPAB	-39K - 37.94%	$24.99 - $25.67 $973K - $1M	63.7K $1.61M
AAPL	-2.89K - 13.01%	$169.0 - $195.18 $488K - $564K	19.3K $3.31M
IEMG	-19K - 80.33%	$47.6 - $51.96 $903K - $986K	4.65K $239K
BND	-12.1K - 34.7%	$71.76 - $73.66 $870K - $893K	22.8K $1.66M

Activity Summary All Purchases 60 New Holdings 9 Increased Positions 51 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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