Source Financial Advisors LLC Sells in Q3 2024

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.64K
- 35.1%
$54.98 - $59.51 $530K - $574K
17.8K $1.06M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.79K
- 40.69%
$76.94 - $79.54 $446K - $461K
8.45K $670K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-6.31K
- 11.48%
$101.72 - $112.94 $642K - $712K
48.6K $5.49M
IEFA
Ishares Tr

ETFs
-5.55K
- 21.27%
$70.09 - $78.74 $389K - $437K
20.5K $1.6M
MSFT
Microsoft Corp

Technology
-53
- 0.55%
$395.15 - $467.56 $20.9K - $24.8K
9.59K $4.13M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.69K
- 31.95%
$100.75 - $111.62 $170K - $189K
3.6K $393K
GOOG
Alphabet Inc.

Communication Services
-113
- 1.41%
$149.54 - $192.66 $16.9K - $21.8K
7.88K $1.32M
XLE
Energy Sector Spdr

ETFs
-175
- 0.93%
$84.35 - $93.39 $14.8K - $16.3K
18.6K $1.63M
COIN
Coinbase Global, Inc.

Technology
-5
- 0.31%
$147.09 - $265.15 $735 - $1.33K
1.6K $285K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.09K
- 8.27%
$24.86 - $26.33 $127K - $134K
56.5K $1.48M
DIS
Walt Disney CO

Communication Services
-359
- 4.41%
$85.6 - $98.61 $30.7K - $35.4K
7.78K $748K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-2.7K
- 8.15%
$43.73 - $46.29 $118K - $125K
30.5K $1.41M
XLK
Technology Sector Spdr

ETFs
-237
- 4.99%
$197.34 - $237.68 $46.8K - $56.3K
4.52K $1.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.56K
- 7.03%
$71.45 - $75.64 $111K - $118K
20.6K $1.55M
CVX
Chevron Corp

Energy
-167
- 7.74%
$137.88 - $161.97 $23K - $27K
1.99K $293K
VCIT
Vanguard Intermediate Term Cor

ETFs
-954
- 8.17%
$79.29 - $84.02 $75.6K - $80.2K
10.7K $898K
PLD
Prologis, Inc.

Real Estate
-527
- 20.43%
$111.95 - $132.43 $59K - $69.8K
2.05K $259K
INTU
Intuit Inc

Technology
-21
- 5.02%
$602.97 - $670.49 $12.7K - $14.1K
397 $246K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-1.58K
- 8.37%
$49.38 - $54.19 $77.8K - $85.3K
17.2K $924K
IEMG
Ishares Inc

ETFs
-255
- 5.48%
$53.64 - $53.64 $13.7K - $13.7K
4.4K $235K
XLV
Select Sector Spdr Fund Health

ETFs
-308
- 7.22%
$143.3 - $157.24 $44.1K - $48.4K
3.96K $609K
PEP
Pepsico Inc

Consumer Defensive
-124
- 6.02%
$161.9 - $179.3 $20.1K - $22.2K
1.94K $329K
XLC
Select Sector Spdr Tr Communic

ETFs
-320
- 7.49%
$82.16 - $90.4 $26.3K - $28.9K
3.96K $357K
EDV
Vanguard Extended Duration Tre

ETFs
-705
- 9.52%
$70.73 - $83.52 $49.9K - $58.9K
6.7K $534K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-768
- 6.77%
$18.12 - $18.92 $13.9K - $14.5K
10.6K $198K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-600
- 6.24%
$60.84 - $67.51 $36.5K - $40.5K
9.02K $609K
VGIT
Vanguard Intermediate Term Tre

ETFs
-200
- 4.83%
$57.8 - $60.8 $11.6K - $12.2K
3.94K $238K
C
Citigroup Inc

Financial Services
-8
- 0.23%
$56.11 - $67.61 $449 - $541
3.42K $214K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-263
- 3.5%
$56.04 - $62.99 $14.7K - $16.6K
7.24K $442K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-233
- 6.26%
$54.38 - $59.77 $12.7K - $13.9K
3.49K $206K
HDUS
Lattice Strategies Tr Hartford
-1.73K
- 24.53%
N/A
5.33K $0
XOM
Exxon Mobil Corp

Energy
-59
- 1.37%
$109.72 - $119.0 $6.47K - $7.02K
4.24K $496K
V
Visa Inc.

Financial Services
-71
- 3.83%
$253.74 - $291.56 $18K - $20.7K
1.78K $489K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-7
- 0.59%
$178.94 - $207.0 $1.25K - $1.45K
1.19K $238K
PARA
Paramount Global

Communication Services
-333
- 1.17%
$9.98 - $11.95 $3.32K - $3.98K
28.2K $299K
CMCSA
Comcast Corp

Communication Services
-180
- 2.9%
$37.33 - $41.78 $6.72K - $7.52K
6.03K $251K
AOA
Ishares Tr Core Aggressive All

ETFs
-147
- 2.72%
$72.11 - $79.05 $10.6K - $11.6K
5.26K $415K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-195
- 6.3%
$64.35 - $75.71 $12.5K - $14.8K
2.9K $213K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.27%
$801.83 - $917.05 $802 - $917
369 $327K
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.11%
$160.76 - $177.82 $482 - $533
2.66K $460K
XLY
Select Sector Spdr Consumer Di

ETFs
-77
- 3.76%
$170.05 - $200.86 $13.1K - $15.5K
1.97K $394K
UNH
Unitedhealth Group Inc

Healthcare
-125
- 9.92%
$488.01 - $604.18 $61K - $75.5K
1.14K $663K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-55
- 1.02%
$434.77 - $502.96 $23.9K - $27.7K
5.36K $2.61M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-18
- 0.39%
$106.11 - $113.72 $1.91K - $2.05K
4.57K $515K
MOTI
Vaneck Morningstar Internation

ETFs
-925
- 5.63%
$30.71 - $35.45 $28.4K - $32.8K
15.5K $542K
MA
Mastercard Inc

Financial Services
-31
- 3.33%
$429.6 - $500.99 $13.3K - $15.5K
899 $443K
GE
General Electric CO

Industrials
-8
- 0.56%
$156.66 - $189.66 $1.25K - $1.52K
1.42K $267K
IYG
Ishares Tr

ETFs
-563
- 3.79%
$64.2 - $71.76 $36.1K - $40.4K
14.3K $1.01M
CAT
Caterpillar Inc

Industrials
-1
- 0.12%
$316.8 - $391.12 $317 - $391
848 $331K
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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