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Source Capital shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 510 45.02
2025-06-30 $22k 510 43.36
2025-03-31 $21k 510 41.51

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Source Capital

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

View all funds holding Source Capital