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Value $
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$338M
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Signature - Title
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Megan Benner - Chief Compliance Officer
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Location
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New York, NY
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Summary
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This page shows a list of all the recent 13F filings made by Source Financial Advisors LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Source Financial Advisors LLC reported 119 stock holdings with total value $338M as of Q3 2024. Top holdings included UBER, SPY, MKTX, IVV, and GOVT.