| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UBER TECHNOLOGIES INC | 15 | Q2 2024 | 17.9% |
| MARKETAXESS HLDGS INC | 15 | Q2 2024 | 20.1% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 12.3% |
| ISHARES TR | 15 | Q2 2024 | 6.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.7% |
| SNAP INC | 15 | Q2 2024 | 8.0% |
| GOLDMAN SACHS ETF TR | 15 | Q2 2024 | 3.7% |
| ISHARES TR | 15 | Q2 2024 | 3.1% |
| ELASTIC N V | 15 | Q2 2024 | 3.1% |
| ISHARES TR | 15 | Q2 2024 | 2.4% |
View Source Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Source Financial Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.