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| Name: |
Source Financial Advisors LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHI |
Schwab 5-10 Year Corporate ... |
32 |
New |
$44.10 |
$1,528,000 |
34,340 |
0.46% |
1,528,000 |
34,340 |
0.026 |
N/A |
|
|
MPC |
Marathon Petroleum Corp |
104 |
New |
$174.77 |
$245,000 |
1,216 |
0.07% |
245,000 |
1,216 |
0 |
Oil & Gas Refining, P... |
|
|
GE |
General Electric Co |
106 |
New |
$161.12 |
$244,000 |
1,389 |
0.07% |
244,000 |
1,389 |
0 |
Conglomerates |
|
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UHS |
Universal Health Services Inc |
110 |
New |
$178.98 |
$233,000 |
1,278 |
0.07% |
233,000 |
1,278 |
0.002 |
Hospitals |
|
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QQQM |
Invesco Nasdaq 100 Etf |
114 |
New |
$0.00 |
$217,000 |
1,185 |
0.07% |
217,000 |
1,185 |
0 |
N/A |
|
|
C |
Citigroup Inc |
115 |
New |
$64.14 |
$215,000 |
3,405 |
0.07% |
215,000 |
3,405 |
0 |
Domestic Money Center... |
|
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BSCT |
Invesco Bulletshares 2029 C... |
116 |
New |
$0.00 |
$211,000 |
11,510 |
0.06% |
211,000 |
11,510 |
0.051 |
N/A |
|
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ABT |
Abbott Laboratories |
120 |
New |
$104.87 |
$205,000 |
1,800 |
0.06% |
205,000 |
1,800 |
0 |
Drug Manufacturers - ... |
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