Hbk Sorce Advisory LLC Purchases in Q1 2025

Hbk Sorce Advisory LLC

  • $2.53 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LCID
Lucid Group, Inc.

Consumer Cyclical
13.2K
New
$2.03 - $3.48 $26.9K - $46.1K
13.2K $32K
FTNT
Fortinet, Inc.

Technology
137
+ 1.34%
$92.49 - $114.57 $12.7K - $15.7K
10.4K $1M
NI
Nisource Inc.

Utilities
10
+ 0.1%
$35.57 - $41.23 $356 - $412
9.56K $383K
WTRG
Essential Utilities, Inc.

Utilities
146
+ 1.84%
$33.49 - $40.57 $4.89K - $5.92K
8.09K $319K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.02%
$85.68 - $97.5 $171 - $195
11.1K $1.04M
ENB
Enbridge Inc

Energy
185
+ 1.63%
$41.54 - $45.45 $7.68K - $8.41K
11.5K $510K
DNP
Dnp Select Income Fund Inc

Financial Services
501
+ 2.37%
$8.93 - $9.92 $4.47K - $4.97K
21.7K $214K
CYBR
Cyber Ark Software Ltd.

Technology
58
+ 4.36%
$312.8 - $414.31 $18.1K - $24K
1.39K $469K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
79
+ 0.03%
$59.78 - $60.03 $4.72K - $4.74K
284K $17M
SYK
Stryker Corp

Healthcare
40
+ 4.96%
$355.18 - $399.9 $14.2K - $16K
847 $315K
BK
Bank Of New York Mellon Corp

Financial Services
7
+ 0.21%
$75.42 - $88.95 $528 - $623
3.27K $274K
FISV
Fiserv Inc

Technology
193
+ 2.83%
N/A
7.01K $877K
GLW
Corning Inc

Technology
711
+ 13.37%
$44.91 - $54.25 $31.9K - $38.6K
6.03K $276K
F
Ford Motor CO

Consumer Cyclical
1.93K
+ 5.95%
$9.12 - $10.43 $17.6K - $20.2K
34.4K $345K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.03%
$63.07 - $73.5 $63.1 - $73.5
3.21K $225K
CRWD
Crowd Strike Holdings, Inc.

Technology
2
+ 0.1%
$308.86 - $455.36 $618 - $911
1.96K $692K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
165
+ 3.24%
$55.47 - $61.45 $9.15K - $10.1K
5.25K $309K
RYJ
Invesco Exchange Traded Fd Tr

ETFs
276
+ 3.3%
N/A
8.64K $600K
IP
International Paper CO

Consumer Cyclical
391
+ 5.39%
$49.38 - $60.09 $19.3K - $23.5K
7.65K $408K
UL
Unilever PLC

Consumer Defensive
113
+ 3.19%
$54.72 - $60.29 $6.18K - $6.81K
3.66K $217K
KHC
Kraft Heinz CO

Consumer Defensive
630
+ 7.94%
$28.51 - $32.22 $18K - $20.3K
8.57K $260K
HSY
Hershey CO

Consumer Defensive
73
+ 2.86%
$144.74 - $186.36 $10.6K - $13.6K
2.63K $448K
NKTR
Nektar Therapeutics

Healthcare
24.3K
New
$0.66 - $1.19 $16K - $28.9K
24.3K $16K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8
+ 0.2%
$128.74 - $138.67 $1.03K - $1.11K
4.04K $547K
HDB
Hdfc Bank LTD

Financial Services
55
+ 1.32%
$58.06 - $66.85 $3.19K - $3.68K
4.23K $281K
SENS
Senseonics Holdings, Inc.

Healthcare
21.2K
New
$0.43 - $1.31 $9.1K - $27.7K
21.2K $13K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
40
+ 1.12%
$58.01 - $64.46 $2.32K - $2.58K
3.61K $223K
VFH
Vanguard Financial ETF

ETFs
81
+ 3.66%
$114.07 - $127.34 $9.24K - $10.3K
2.29K $273K
GPC
Genuine Parts CO

Consumer Cyclical
23
+ 0.63%
$115.91 - $129.02 $2.67K - $2.97K
3.66K $436K
UTG
Reaves Utility Income Fund

Financial Services
32
+ 0.27%
$31.08 - $34.42 $995 - $1.1K
11.8K $382K
DOW
Dow Inc.

Basic Materials
1.33K
+ 19.0%
$34.36 - $41.92 $45.7K - $55.8K
8.33K $290K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
11.8K
New
$0.44 - $1.52 $5.19K - $17.9K
11.8K $6K
NOVA
Sunnova Energy International Inc.

Technology
14.1K
New
$0.3 - $4.51 $4.22K - $63.5K
14.1K $5K
OPI
Office Properties Income Trust

Real Estate
12K
New
$0.46 - $1.01 $5.51K - $12.1K
12K $5K
DD
Du Pont De Nemours, Inc.

Basic Materials
176
+ 3.58%
$72.7 - $84.32 $12.8K - $14.8K
5.1K $380K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12
+ 0.05%
$22.25 - $23.0 $267 - $276
22.2K $510K
CGGO
Capital Group Global Growth Eq

ETFs
250
+ 3.58%
$28.33 - $30.84 $7.08K - $7.71K
7.24K $205K
Blackrock Inc
125
+ 3.43%
N/A
3.77K $0
VUSB
Vanguard Bd Index Fds
1.01K
+ 20.92%
N/A
5.83K $0
Ishares Bitcoin Trust ETF
5.85K
+ 63.42%
N/A
15.1K $0
Vanguard Malvern Fds
770K
+ 10.72%
N/A
7.96M $0
Ocean Biomedical Inc
11.3K
New
N/A
11.3K $0
BBY
Best Buy CO Inc

Consumer Cyclical
422
+ 16.74%
$70.3 - $91.1 $29.7K - $38.4K
2.94K $216K
Brand Engagement Network Inc
12.1K
New
N/A
12.1K $0
Snap Inc
17K
New
N/A
17K $0
EVC
Entravision Communications Corp

Communication Services
1.65K
+ 11.46%
$1.73 - $2.67 $2.85K - $4.4K
16K $33K
Coherent Corp
4.1K
New
N/A
4.1K $0
T Rowe Price ETF Inc
7.7K
New
N/A
7.7K $0
FJAN
First Exc Trd Viii Cboe Vest U
400
+ 5.69%
N/A
7.43K $0
Activity Summary
Buys All Purchases 299 New Holdings 48 Increased Positions 251 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 2 Puts 1
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