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Intuit shares owned by Source Financial Advisors

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Source Financial Advisors from 13F filings

Historical chart of Source Financial Advisors investment in Intuit

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All positions including Intuit held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 397 621.00
2024-06-30 $275k 418 657.21
2024-03-31 $244k 376 650.00
2023-12-31 $233k 373 625.03

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Confluent Class A Com (CFLT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Source Financial Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Geode Capital Management
FMR
Wellington Management Company
Fisher Investments
Brown Advisory Holdings Incorporated
Invesco
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Northern Trust
Amundi

View all funds holding Intuit