Hbk Sorce Advisory LLC Incresed Positions in Q4 2024

Hbk Sorce Advisory LLC

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

ETFs
47.2K
+ 317.79%
$25.93 - $105.3 $1.22M - $4.97M
62.1K $1.73M
MS
Morgan Stanley

Financial Services
487
+ 9.65%
$104.42 - $134.99 $50.9K - $65.7K
5.54K $695K
C
Citigroup Inc

Financial Services
1.22K
+ 11.57%
$61.31 - $72.5 $75K - $88.7K
11.8K $830K
TXN
Texas Instruments Inc

Technology
859
+ 43.17%
N/A
2.85K $554K
LYTS
Lsi Industries Inc

Technology
4.72K
+ 20.56%
$15.88 - $20.86 $74.9K - $98.4K
27.7K $537K
BR
Broadridge Financial Solutions, Inc.

Technology
87
+ 0.67%
$209.64 - $236.44 $18.2K - $20.6K
13.1K $2.96M
WM
Waste Management Inc

Industrials
939
+ 16.67%
$201.79 - $228.46 $189K - $215K
6.57K $1.33M
PH
Parker Hannifin Corp

Industrials
174
+ 1.69%
$621.74 - $709.46 $108K - $123K
10.5K $6.68M
WMB
Williams Companies, Inc.

Energy
1.01K
+ 8.52%
$46.37 - $59.74 $47K - $60.5K
12.9K $697K
ISRG
Intuitive Surgical Inc

Healthcare
63
+ 1.67%
$471.27 - $550.62 $29.7K - $34.7K
3.84K $2M
MUB
Ishares National Muni Bond ETF

ETFs
1.48K
+ 18.88%
$105.78 - $108.7 $156K - $160K
9.29K $989K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 5.97%
$4100.99 - $5300.34 $32.8K - $42.4K
142 $705K
IEFA
Ishares Tr

ETFs
4.23K
+ 20.58%
$70.06 - $77.43 $296K - $327K
24.8K $1.74M
DE
Deere & CO

Industrials
259
+ 6.23%
$389.45 - $466.0 $101K - $121K
4.42K $1.87M
XLU
Utilities Sector Spdr

ETFs
2.93K
+ 16.76%
$74.89 - $82.93 $220K - $243K
20.4K $1.55M
VO
Vanguard Mid Cap ETF

ETFs
388
+ 20.76%
$261.5 - $284.63 $101K - $110K
2.26K $596K
XEL
Xcel Energy Inc

Utilities
1.34K
+ 29.48%
$62.16 - $72.92 $83.5K - $98K
5.9K $398K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
12
+ 0.05%
$58.39 - $67.04 $701 - $804
23.7K $1.51M
TJX
Tjx Companies Inc

Consumer Cyclical
473
+ 3.72%
$112.15 - $127.2 $53K - $60.2K
13.2K $1.59M
AMP
Ameriprise Financial Inc

Financial Services
84
+ 9.79%
$473.15 - $574.01 $39.7K - $48.2K
942 $501K
ADP
Automatic Data Processing Inc

Industrials
139
+ 3.87%
$280.08 - $307.97 $38.9K - $42.8K
3.73K $1.09M
ET
Energy Transfer LP

Energy
262
+ 1.02%
$16.05 - $19.86 $4.21K - $5.2K
25.9K $507K
SRE
Sempra Energy

Utilities
979
+ 38.24%
$80.81 - $94.77 $79.1K - $92.8K
3.54K $310K
CINF
Cincinnati Financial Corp

Financial Services
472
+ 13.71%
$132.86 - $160.16 $62.7K - $75.6K
3.92K $562K
VBK
Vanguard Small Cap Growth ETF

ETFs
300
+ 38.81%
$264.18 - $304.19 $79.3K - $91.3K
1.07K $300K
PANW
Palo Alto Networks Inc

Technology
2.45K
+ 111.0%
$181.96 - $405.9 $446K - $996K
4.66K $848K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
278
+ 9.4%
$278.19 - $315.36 $77.3K - $87.7K
3.24K $931K
TFC
Truist Financial Corp

Financial Services
1.97K
+ 25.05%
$41.51 - $48.1 $81.8K - $94.8K
9.83K $426K
VBR
Vanguard Small Cap Value ETF

ETFs
480
+ 15.08%
$197.36 - $217.3 $94.7K - $104K
3.66K $726K
IWM
Ishares Russell 2000 ETF

ETFs
392
+ 7.55%
$216.13 - $242.4 $84.7K - $95K
5.58K $1.23M
UTG
Reaves Utility Income Fund

Financial Services
2.71K
+ 29.96%
$30.81 - $34.99 $83.3K - $94.6K
11.7K $371K
ETN
Eaton Corp PLC

Industrials
213
+ 6.78%
$326.96 - $377.52 $69.6K - $80.4K
3.35K $1.11M
TM
Toyota Motor Corp

Consumer Cyclical
282
+ 24.87%
$169.2 - $199.52 $47.7K - $56.3K
1.42K $275K
MPLX
Mplx LP

Energy
730
+ 7.25%
$43.77 - $51.66 $32K - $37.7K
10.8K $517K
XLY
Select Sector Spdr Consumer Di

ETFs
144
+ 9.49%
$194.8 - $239.43 $28.1K - $34.5K
1.66K $372K
PYPL
Pay Pal Holdings, Inc.

Financial Services
263
+ 4.24%
$77.25 - $91.3 $20.3K - $24K
6.46K $551K
WEC
Wec Energy Group, Inc.

Utilities
779
+ 16.66%
$92.94 - $101.82 $72.4K - $79.3K
5.46K $512K
SAP
Sap Se

Technology
91
+ 4.16%
$218.13 - $255.54 $19.8K - $23.3K
2.28K $561K
CYBR
Cyber Ark Software Ltd.

Technology
15
+ 1.14%
$274.1 - $333.15 $4.11K - $5K
1.33K $443K
UGI
Ugi Corp

Utilities
1.08K
+ 11.71%
$23.24 - $30.37 $25K - $32.6K
10.3K $289K
CFG
Citizens Financial Group Inc

Financial Services
989
+ 19.06%
$39.92 - $48.46 $39.5K - $47.9K
6.18K $270K
VGT
Vanguard Information Technolog

ETFs
57
+ 10.5%
$571.78 - $647.97 $32.6K - $36.9K
600 $373K
O
Realty Income Corp

Real Estate
2.88K
+ 29.4%
$51.76 - $64.71 $149K - $186K
12.7K $675K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
66.4K
+ 98.11%
$27.45 - $55.56 $1.82M - $3.69M
134K $3.8M
IP
International Paper CO

Consumer Cyclical
305
+ 4.39%
$46.64 - $59.57 $14.2K - $18.2K
7.26K $390K
EPD
Enterprise Products Partners L.P.

Energy
31
+ 0.14%
$28.66 - $34.43 $888 - $1.07K
21.9K $688K
ETR
Entergy Corp

Utilities
3.63K
+ 89.3%
$73.19 - $156.4 $266K - $568K
7.7K $583K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
80
+ 0.52%
$55.73 - $66.16 $4.46K - $5.29K
15.5K $933K
OKE
Oneok Inc

Energy
58
+ 1.36%
$92.28 - $117.05 $5.35K - $6.79K
4.31K $432K
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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