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
ADI
Analog Devices Inc

Technology
230
+ 5.39%
$201.56 - $243.82 $46.4K - $56.1K
4.5K $907K
Annaly Capital Management In
535
+ 2.58%
N/A
21.3K $0
Ge Vernova Inc
546
+ 14.43%
N/A
4.33K $0
BBY
Best Buy CO Inc

Consumer Cyclical
422
+ 16.74%
$70.3 - $91.1 $29.7K - $38.4K
2.94K $216K
FJAN
First Exc Trd Viii Cboe Vest U
400
+ 5.69%
N/A
7.43K $0
Ishares Bitcoin Trust ETF
5.85K
+ 63.42%
N/A
15.1K $0
Ge Healthcare Technologies I
838
+ 13.14%
N/A
7.22K $0
Blackrock Inc
125
+ 3.43%
N/A
3.77K $0
VUSB
Vanguard Bd Index Fds
1.01K
+ 20.92%
N/A
5.83K $0
Vanguard Malvern Fds
770K
+ 10.72%
N/A
7.96M $0
Lam Research Corp
490
+ 10.54%
N/A
5.14K $0
STEM
Stem, Inc.

Technology
6.29K
+ 59.07%
$0.35 - $1.22 $2.2K - $7.67K
16.9K $5K
BAC
Bank Of America Corp

Financial Services
3.82K
+ 5.24%
$39.61 - $47.74 $151K - $182K
76.7K $3.2M
MS
Morgan Stanley

Financial Services
404
+ 7.3%
$111.68 - $141.08 $45.1K - $57K
5.94K $693K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
35
+ 2.89%
$175.5 - $209.86 $6.14K - $7.35K
1.25K $225K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
493
+ 10.28%
$77.33 - $90.16 $38.1K - $44.4K
5.29K $414K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
11
+ 0.1%
$11.13 - $12.01 $122 - $132
10.6K $119K
ITW
Illinois Tool Works Inc

Industrials
15
+ 0.82%
$244.9 - $274.48 $3.67K - $4.12K
1.84K $456K
TLRY
Tilray Brands, Inc.

Healthcare
1.47K
+ 13.37%
$0.59 - $1.46 $865 - $2.14K
12.4K $8K
XFOR
X4 Pharmaceuticals, Inc

Healthcare
679
+ 6.49%
$0.24 - $0.81 $163 - $550
11.1K $2K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
75
+ 0.32%
$62.72 - $71.92 $4.7K - $5.39K
23.8K $1.5M
RDVY
First Trust Rising Dividend Ac

ETFs
3
+ 0.02%
$57.22 - $63.39 $172 - $190
12.6K $739K
FFWM
First Foundation Inc.

Financial Services
1.06K
+ 7.06%
$4.58 - $6.4 $4.84K - $6.76K
16K $83K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.41K
+ 4.65%
$64.88 - $72.1 $221K - $246K
76.7K $5.04M
NWBI
Northwest Bancshares, Inc.

Financial Services
1K
+ 5.2%
$11.78 - $13.39 $11.8K - $13.4K
20.3K $243K
WMT
Walmart Inc.

Consumer Defensive
1.74K
+ 2.7%
$84.5 - $105.05 $147K - $183K
66.2K $5.81M
ASML
Asml Holding Nv

Technology
13
+ 1.65%
$662.63 - $776.99 $8.61K - $10.1K
802 $531K
INFY
Infosys LTD

Technology
1.21K
+ 11.76%
$18.06 - $22.89 $21.8K - $27.6K
11.5K $209K
RVT
Royce Value Trust, Inc.

Financial Services
918
+ 5.11%
$14.07 - $16.68 $12.9K - $15.3K
18.9K $269K
DELL
Dell Technologies Inc.

Technology
352
+ 17.61%
$90.34 - $124.66 $31.8K - $43.9K
2.35K $214K
CFG
Citizens Financial Group Inc

Financial Services
37
+ 0.6%
$39.73 - $48.36 $1.47K - $1.79K
6.22K $254K
INTU
Intuit Inc

Technology
5
+ 0.35%
$555.63 - $630.23 $2.78K - $3.15K
1.42K $874K
TXT
Textron Inc

Industrials
41
+ 0.88%
$70.19 - $81.2 $2.88K - $3.33K
4.7K $339K
ELAN
Elanco Animal Health Inc

Healthcare
145
+ 1.19%
$10.04 - $12.47 $1.46K - $1.81K
12.3K $128K
GDDY
Go Daddy Inc.

Technology
11
+ 0.98%
$172.13 - $214.35 $1.89K - $2.36K
1.13K $203K
AXON
Axon Enterprise, Inc.

Industrials
20
+ 4.64%
$496.65 - $710.01 $9.93K - $14.2K
451 $237K
SNV
Synovus Financial Corp

Financial Services
78
+ 1.44%
$43.7 - $56.87 $3.41K - $4.44K
5.48K $256K
PEG
Public Service Enterprise Group Inc

Utilities
8
+ 0.08%
$78.2 - $90.39 $626 - $723
9.74K $801K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.15%
$522.96 - $601.18 $523 - $601
661 $352K
URI
United Rentals, Inc.

Industrials
19
+ 4.03%
$594.17 - $789.56 $11.3K - $15K
490 $307K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.71K
+ 9.0%
$168.84 - $202.89 $289K - $347K
20.7K $3.65M
AQST
Aquestive Therapeutics, Inc.

Healthcare
189
+ 0.45%
$2.54 - $3.75 $480 - $709
42.5K $123K
VB
Vanguard Small Cap ETF

ETFs
24
+ 1.46%
$217.89 - $252.64 $5.23K - $6.06K
1.66K $368K
PANW
Palo Alto Networks Inc

Technology
153
+ 3.28%
$167.82 - $208.28 $25.7K - $31.9K
4.82K $821K
ITT
Itt Inc.

Industrials
24
+ 1.08%
$128.71 - $153.88 $3.09K - $3.69K
2.24K $289K
APP
App Lovin Corp

Technology
192
+ 12.92%
$238.08 - $510.13 $45.7K - $97.9K
1.68K $444K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.68K
+ 7.52%
$92.45 - $106.69 $156K - $180K
24.1K $2.23M
CSX
Csx Corp

Industrials
131
+ 0.88%
$29.11 - $33.67 $3.81K - $4.41K
15K $440K
VGT
Vanguard Information Technolog

ETFs
16
+ 2.67%
$542.38 - $646.34 $8.68K - $10.3K
616 $334K
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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