Leo Wealth »

Source Capital shares owned by Leo Wealth

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Leo Wealth from 13F filings

Historical chart of Leo Wealth investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Leo Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Source Capital by Leo Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $206k 5.1k 40.37

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Affirm Hldgs Com Cl A (AFRM)
Vanguard World Esg Intl Stk Etf (VSGX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Amazon (AMZN)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Leo Wealth

Top funds holding Source Capital

D.A. Davidson & Co.
Chemistry Wealth Management
Hara Capital
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Raymond James & Associates
Shaker Financial Services
Bank of America Corporation
Pecaut & Co.
Anchor Investment Management
Us Bancorp
Hennion & Walsh Asset Management
Park Avenue Securities
Baltimore-Washington Financial Advisors
Mraz, Amerine & Associates

View all funds holding Source Capital