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
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
993
+ 14.23%
$96.93 - $109.51 $96.3K - $109K
7.97K $780K
HBAN
Huntington Bancshares Inc

Financial Services
4.88K
+ 24.02%
$14.28 - $17.39 $69.7K - $84.8K
25.2K $377K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
37
+ 0.82%
$60.74 - $73.87 $2.25K - $2.73K
4.54K $335K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
10
+ 2.88%
$1227.6 - $1458.46 $12.3K - $14.6K
357 $481K
RSP
Invesco S&P 500 Equal Weight E

ETFs
546
+ 2.12%
$169.43 - $182.84 $92.5K - $99.8K
26.2K $4.55M
VLO
Valero Energy Corp

Energy
83
+ 2.43%
$121.76 - $142.99 $10.1K - $11.9K
3.5K $461K
ACGL
Arch Capital Group Ltd.

Financial Services
352
+ 14.83%
$88.13 - $96.94 $31K - $34.1K
2.73K $262K
BME
Black Rock Health Sciences Trust

Financial Services
932
+ 11.37%
$37.49 - $41.0 $34.9K - $38.2K
9.13K $352K
EWJ
Ishares Msci Japan ETF

ETFs
465
+ 6.93%
$65.24 - $71.7 $30.3K - $33.3K
7.18K $492K
ITUB
Itau Unibanco Holding S.A.

Financial Services
4.51K
+ 15.25%
$4.87 - $6.28 $22K - $28.3K
34.1K $187K
D
Dominion Energy, Inc

Utilities
311
+ 3.52%
$52.85 - $57.43 $16.4K - $17.9K
9.15K $513K
FE
Firstenergy Corp

Utilities
727
+ 8.12%
$37.95 - $43.5 $27.6K - $31.6K
9.68K $391K
MU
Micron Technology Inc

Technology
202
+ 3.74%
$86.89 - $109.38 $17.6K - $22.1K
5.6K $486K
NI
Nisource Inc.

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

Technology
137
+ 1.34%
$92.49 - $114.57 $12.7K - $15.7K
10.4K $1M
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
EBAY
Ebay Inc

Consumer Cyclical
15
+ 0.36%
$61.61 - $70.93 $924 - $1.06K
4.14K $280K
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
F
Ford Motor CO

Consumer Cyclical
1.93K
+ 5.95%
$9.12 - $10.43 $17.6K - $20.2K
34.4K $345K
GLW
Corning Inc

Technology
711
+ 13.37%
$44.91 - $54.25 $31.9K - $38.6K
6.03K $276K
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
HDB
Hdfc Bank LTD

Financial Services
55
+ 1.32%
$58.06 - $66.85 $3.19K - $3.68K
4.23K $281K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8
+ 0.2%
$128.74 - $138.67 $1.03K - $1.11K
4.04K $547K
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
UTG
Reaves Utility Income Fund

Financial Services
32
+ 0.27%
$31.08 - $34.42 $995 - $1.1K
11.8K $382K
GPC
Genuine Parts CO

Consumer Cyclical
23
+ 0.63%
$115.91 - $129.02 $2.67K - $2.97K
3.66K $436K
DOW
Dow Inc.

Basic Materials
1.33K
+ 19.0%
$34.36 - $41.92 $45.7K - $55.8K
8.33K $290K
DD
Du Pont De Nemours, Inc.

Basic Materials
176
+ 3.58%
$72.7 - $84.32 $12.8K - $14.8K
5.1K $380K
CGGO
Capital Group Global Growth Eq

ETFs
250
+ 3.58%
$28.33 - $30.84 $7.08K - $7.71K
7.24K $205K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12
+ 0.05%
$22.25 - $23.0 $267 - $276
22.2K $510K
Arista Networks Inc
3.21K
+ 16.2%
N/A
23K $0
EVC
Entravision Communications Corp

Communication Services
1.65K
+ 11.46%
$1.73 - $2.67 $2.85K - $4.4K
16K $33K
Dimensional ETF Trust
407K
+ 11.78%
N/A
3.86M $0
Super Micro Computer Inc
3.64K
+ 34.66%
N/A
14.1K $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
Track This Portfolio

Track Hbk Sorce Advisory LLC Portfolio

Follow Hbk Sorce Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbk Sorce Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbk Sorce Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email