Hbk Sorce Advisory LLC Purchases in Q4 2024

Hbk Sorce Advisory LLC

  • $2.53 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
21.5M
+ 202.16%
$22.4 - $68.28 $482M - $1.47B
32.1M $745M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
184K
+ 37.37%
$49.79 - $51.14 $9.18M - $9.43M
678K $34M
AAPL
Apple Inc.

Technology
5.49K
+ 1.67%
$221.69 - $259.02 $1.22M - $1.42M
334K $83.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
127K
+ 34.1%
$45.17 - $47.23 $5.73M - $5.99M
499K $22.6M
JPM
Jpmorgan Chase & CO

Financial Services
2.22K
+ 1.8%
$205.18 - $250.29 $455K - $555K
125K $30M
AMZN
Amazon Com Inc

Consumer Cyclical
3.88K
+ 5.14%
$180.88 - $232.93 $702K - $904K
79.4K $17.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
41.9K
+ 151.99%
$71.75 - $75.11 $3M - $3.14M
69.4K $4.99M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
158K
+ 28.19%
$26.63 - $30.23 $4.22M - $4.79M
721K $19.2M
CMCSA
Comcast Corp

Communication Services
102K
+ 40.85%
$37.39 - $45.14 $3.82M - $4.61M
352K $13.2M
AVGO
Broadcom Inc.

Technology
2.51K
+ 9.7%
$159.67 - $250.0 $400K - $627K
28.4K $6.57M
GOOGL
Alphabet Inc.

Communication Services
2.02K
+ 3.34%
$161.86 - $196.66 $326K - $396K
62.4K $11.8M
META
Meta Platforms, Inc.

Communication Services
2.09K
+ 11.94%
$554.08 - $632.68 $1.16M - $1.32M
19.6K $11.5M
VRNA
Verona Pharma PLC

Healthcare
28.5K
+ 387.07%
$28.71 - $47.02 $817K - $1.34M
35.8K $1.66M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.04M
+ 199.25%
$22.01 - $66.82 $44.9M - $136M
3.06M $69.6M
GOOG
Alphabet Inc.

Communication Services
407
+ 0.76%
$163.08 - $198.16 $66.4K - $80.7K
54.1K $10.3M
V
Visa Inc.

Financial Services
473
+ 1.93%
$273.87 - $320.91 $130K - $152K
25K $7.89M
AZO
Autozone Inc

Consumer Cyclical
281
New
$2981.19 - $3370.27 $838K - $947K
281 $899K
WRB
Berkley W R Corp

Financial Services
14K
New
$56.48 - $64.94 $790K - $908K
14K $818K
QQQ
Invesco Qqq Trust, Series 1

ETFs
275
+ 1.49%
$481.22 - $538.17 $132K - $148K
18.8K $9.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.24K
New
$216.72 - $244.71 $486K - $548K
2.24K $527K
WFC
Wells Fargo & Company

Financial Services
3K
+ 15.07%
$54.98 - $77.35 $165K - $232K
22.9K $1.61M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
381K
+ 131.33%
$18.41 - $40.87 $7.01M - $15.6M
671K $12.4M
APP
App Lovin Corp

Technology
1.49K
New
$130.67 - $401.5 $194K - $597K
1.49K $481K
IVV
Ishares Core S&P 500 ETF

ETFs
483
+ 4.08%
$570.51 - $610.59 $276K - $295K
12.3K $7.26M
BAC
Bank Of America Corp

Financial Services
2.44K
+ 3.47%
$39.22 - $47.77 $95.8K - $117K
72.9K $3.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
179K
+ 227.47%
$26.93 - $84.95 $4.82M - $15.2M
258K $7.04M
CSCO
Cisco Systems, Inc.

Technology
1.02K
+ 1.86%
$52.45 - $60.02 $53.4K - $61.1K
55.7K $3.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
375
+ 3.22%
$567.81 - $607.81 $213K - $228K
12K $7.05M
MA
Mastercard Inc

Financial Services
283
+ 4.43%
$491.3 - $536.15 $139K - $152K
6.67K $3.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
782
+ 66.27%
$275.15 - $388.2 $215K - $304K
1.96K $671K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.66K
+ 29.8%
$126.68 - $134.74 $337K - $359K
11.6K $1.48M
AXP
American Express CO

Financial Services
312
+ 3.34%
$267.35 - $305.57 $83.4K - $95.3K
9.66K $2.87M
CMI
Cummins Inc

Industrials
715
+ 24.2%
$324.93 - $383.42 $232K - $274K
3.67K $1.28M
VZ
Verizon Communications Inc

Communication Services
19.5K
+ 21.03%
$39.6 - $45.21 $771K - $880K
112K $4.48M
CRM
Salesforce, Inc.

Technology
65
+ 1.37%
$270.87 - $367.87 $17.6K - $23.9K
4.81K $1.61M
TTE
Total Energies Se

Energy
4.5K
New
N/A
4.5K $308K
ATEC
Alphatec Holdings, Inc.

Healthcare
195
+ 0.25%
$4.98 - $10.48 $971 - $2.04K
78.5K $720K
BA
Boeing CO

Industrials
264
+ 2.81%
$138.14 - $180.72 $36.5K - $47.7K
9.67K $1.71M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.56K
New
$104.59 - $118.05 $267K - $302K
2.56K $277K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.7K
+ 94.91%
$114.08 - $125.68 $308K - $340K
5.55K $635K
SCHW
Schwab Charles Corp

Financial Services
463
+ 1.76%
$63.31 - $82.85 $29.3K - $38.4K
26.8K $1.98M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3
+ 0.03%
$47.29 - $84.74 $142 - $254
11.5K $855K
MRVL
Marvell Technology, Inc.

Technology
199
+ 3.07%
$70.31 - $124.78 $14K - $24.8K
6.69K $738K
AXON
Axon Enterprise, Inc.

Industrials
431
New
$399.22 - $689.78 $172K - $297K
431 $256K
GLW
Corning Inc

Technology
5.32K
New
$44.11 - $49.76 $235K - $265K
5.32K $252K
VTV
Vanguard Value ETF

ETFs
1.67K
+ 25.5%
$168.32 - $181.87 $282K - $304K
8.23K $1.39M
SPMD
Spdr Portfolio

ETFs
4.49K
+ 84.06%
$54.13 - $59.56 $243K - $267K
9.83K $537K
BP
Bp PLC

Energy
8.2K
New
$28.16 - $33.14 $231K - $272K
8.2K $242K
PHYS
Sprott Physical Gold Trust

Financial Services
12.1K
+ 90.51%
$19.66 - $21.66 $237K - $261K
25.4K $511K
Activity Summary
Buys All Purchases 316 New Holdings 32 Increased Positions 284 Sells All Sells 220 Reductions 220 Sold out 0 Options Calls 2 Puts 2
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