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Source Capital shares owned by AdvisorNet Financial

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

Historical chart of AdvisorNet Financial investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by AdvisorNet Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 669 45.76

More positions owned by AdvisorNet Financial

Ishares S&p 500 Index Etf (IVV)
Dimensional Us Core Equity Market Etf Etf (DFAU)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Aggregate Bond Etf Etf (AGG)
Apple Stock (AAPL)
Capital Group International Focus Equity Etf Etf (CGXU)
Microsoft Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Total Stock Market Etf Etf (VTI)
Nvidia Corporation Stock (NVDA)
Spdr Gold Etf Etf (GLD)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Growth Etf Etf (VUG)

View all positions for AdvisorNet Financial

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Diversified Management
Hara Capital
First Trust Advisors
Wells Fargo & Company
Raymond James Financial
Mesirow Financial Investment Management International Equity
Hennion & Walsh Asset Management
Anchor Investment Management
Invesco
Smith Asset Management
Us Bancorp
LPL Financial
Chemistry Wealth Management

View all funds holding Source Capital