Source Financial Advisors LLC current holdings: USA Other Stocks
Source Financial Advisors LLC reported $0.00 billion in shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), 2 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are BERKSHIRE HATHAWAY INC DEL, PARAMOUNT GLOBAL.
- BERKSHIRE HATHAWAY INC DEL: Country of operation United States; Class CL A; Shares 1; Value $691,180.
- PARAMOUNT GLOBAL: Country of operation United States; Class CLASS B COM; Shares 28,198; Value $299,467.
Form 13F-HR as filed (SEC CIK 1830954): quarter ended 2024-09-30, filed 2024-11-01. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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