Hbk Sorce Advisory LLC Incresed Positions in Q1 2025

Hbk Sorce Advisory LLC

  • $2.53 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
64
+ 0.36%
$113.93 - $131.55 $7.29K - $8.42K
17.6K $2.18M
C
Citigroup Inc

Financial Services
2.28K
+ 19.34%
$67.23 - $84.63 $153K - $193K
14.1K $999K
LSBK
Lake Shore Bancorp, Inc.

Financial Services
1.75K
+ 2.54%
$13.28 - $16.35 $23.2K - $28.5K
70.4K $1.11M
IVE
Ishares S&P 500 Value ETF

ETFs
885
+ 11.58%
$185.78 - $198.58 $164K - $176K
8.53K $1.62M
KMB
Kimberly Clark Corp

Consumer Defensive
646
+ 11.62%
$124.46 - $147.4 $80.4K - $95.2K
6.2K $882K
WFC
Wells Fargo & Company

Financial Services
1.62K
+ 7.05%
$66.78 - $81.42 $108K - $132K
24.5K $1.76M
PAYX
Paychex Inc

Industrials
98
+ 1.06%
$136.06 - $154.52 $13.3K - $15.1K
9.32K $1.44M
SCHW
Schwab Charles Corp

Financial Services
374
+ 1.39%
$71.24 - $83.64 $26.6K - $31.3K
27.2K $2.13M
XLE
Energy Sector Spdr

ETFs
997
+ 16.69%
$85.7 - $93.96 $85.4K - $93.7K
6.97K $651K
O
Realty Income Corp

Real Estate
1.19K
+ 9.44%
$51.67 - $58.49 $61.7K - $69.8K
13.8K $803K
PPL
Ppl Corp

Utilities
372
+ 1.24%
$31.68 - $36.11 $11.8K - $13.4K
30.4K $1.1M
BSX
Boston Scientific Corp

Healthcare
254
+ 3.16%
$89.38 - $106.18 $22.7K - $27K
8.29K $835K
BP
Bp PLC

Energy
2.36K
+ 28.8%
$29.93 - $35.31 $70.7K - $83.4K
10.6K $356K
VOE
Vanguard Mid Cap Value Index F

ETFs
831
+ 4.88%
$156.61 - $168.02 $130K - $140K
17.9K $2.87M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.57K
+ 14.92%
$39.61 - $42.65 $102K - $110K
19.8K $807K
NSC
Norfolk Southern Corp

Industrials
413
+ 10.19%
$227.69 - $259.76 $94K - $107K
4.47K $1.06M
SAP
Sap Se

Technology
202
+ 8.86%
$241.4 - $293.69 $48.8K - $59.3K
2.48K $666K
META
Meta Platforms, Inc.

Communication Services
637
+ 3.26%
$576.36 - $736.67 $367K - $469K
20.2K $11.6M
UGI
Ugi Corp

Utilities
1.38K
+ 13.47%
$28.0 - $34.16 $38.7K - $47.2K
11.6K $384K
TFC
Truist Financial Corp

Financial Services
2.78K
+ 28.28%
$39.48 - $48.15 $110K - $134K
12.6K $519K
ICE
Intercontinental Exchange, Inc.

Financial Services
264
+ 14.97%
$142.8 - $176.36 $37.7K - $46.6K
2.03K $349K
WELL
Welltower Inc.

Real Estate
20
+ 0.64%
$124.05 - $156.86 $2.48K - $3.14K
3.13K $478K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.86K
+ 8.16%
$25.35 - $27.46 $72.6K - $78.6K
37.9K $1M
CB
Chubb LTD

Financial Services
166
+ 12.5%
$257.71 - $301.99 $42.8K - $50.1K
1.49K $451K
WEC
Wec Energy Group, Inc.

Utilities
28
+ 0.51%
$92.12 - $108.98 $2.58K - $3.05K
5.48K $597K
DAL
Delta Air Lines, Inc.

Industrials
3.88K
+ 77.11%
$43.6 - $69.06 $169K - $268K
8.92K $388K
ETR
Entergy Corp

Utilities
107
+ 1.39%
$75.26 - $87.89 $8.05K - $9.4K
7.8K $666K
GTN
Gray Television Inc

Communication Services
14.4K
+ 118.78%
$3.21 - $5.19 $46.3K - $74.9K
26.6K $114K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
194
+ 0.97%
$34.34 - $38.51 $6.66K - $7.47K
20.1K $771K
SLB
Schlumberger Limited

Energy
619
+ 4.46%
$38.4 - $43.74 $23.8K - $27.1K
14.5K $605K
CI
Cigna Corp

Healthcare
25
+ 2.08%
$274.49 - $329.0 $6.86K - $8.23K
1.23K $403K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.31K
+ 29.23%
$81.1 - $94.7 $106K - $124K
5.79K $469K
NVS
Novartis Ag

Healthcare
272
+ 11.62%
$97.14 - $115.57 $26.4K - $31.4K
2.61K $291K
AME
Ametek Inc

Industrials
525
+ 15.36%
$170.39 - $190.43 $89.5K - $100K
3.94K $678K
AZN
Astrazeneca PLC

Healthcare
23
+ 0.3%
$65.37 - $77.96 $1.5K - $1.79K
7.71K $566K
MPLX
Mplx LP

Energy
19
+ 0.18%
$47.88 - $54.65 $910 - $1.04K
10.8K $579K
CCI
Crown Castle International Corp

Real Estate
272
+ 10.99%
$84.33 - $106.39 $22.9K - $28.9K
2.75K $286K
SNY
Sanofi

Healthcare
532
+ 12.47%
$48.15 - $59.42 $25.6K - $31.6K
4.8K $266K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
31
+ 5.51%
$402.49 - $513.76 $12.5K - $15.9K
594 $287K
EPD
Enterprise Products Partners L.P.

Energy
23
+ 0.1%
$31.75 - $34.14 $730 - $785
22K $749K
SPMD
Spdr Portfolio

ETFs
1.83K
+ 18.58%
$50.21 - $57.73 $91.6K - $105K
11.7K $596K
NGG
National Grid PLC

Utilities
251
+ 3.66%
$56.13 - $65.61 $14.1K - $16.5K
7.11K $466K
IEMG
Ishares Inc

ETFs
1.06K
+ 10.99%
N/A
10.7K $576K
CTVA
Corteva, Inc.

Basic Materials
157
+ 2.04%
$55.94 - $66.15 $8.78K - $10.4K
7.87K $495K
TXN
Texas Instruments Inc

Technology
285
+ 10.0%
N/A
3.13K $609K
OXY
Occidental Petroleum Corp

Energy
1.12K
+ 11.46%
$45.45 - $52.7 $50.9K - $59K
10.9K $537K
MPC
Marathon Petroleum Corp

Energy
218
+ 6.18%
$134.72 - $159.03 $29.4K - $34.7K
3.74K $545K
HDV
Ishares Core High Dividend ETF

ETFs
254
+ 10.66%
$110.86 - $121.12 $28.2K - $30.8K
2.64K $319K
SAN
Banco Santander, S.A.

Financial Services
1.71K
+ 9.78%
$4.46 - $7.14 $7.63K - $12.2K
19.2K $128K
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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