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
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
108
+ 1.87%
$94.32 - $110.46 $10.2K - $11.9K
5.89K $568K
SNPS
Synopsys Inc

Technology
1
+ 0.12%
$428.58 - $551.54 $429 - $552
841 $360K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.7%
$4295.4 - $5141.88 $4.3K - $5.14K
143 $658K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
11
+ 0.54%
$203.38 - $274.79 $2.24K - $3.02K
2.06K $423K
TT
Trane Technologies PLC

Industrials
64
+ 2.86%
$332.0 - $400.86 $21.2K - $25.7K
2.3K $774K
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.13%
$210.19 - $243.33 $631 - $730
2.24K $473K
AMAT
Applied Materials Inc

Technology
260
+ 4.83%
$145.06 - $195.51 $37.7K - $50.8K
5.64K $818K
CODI
Compass Diversified Holdings

Industrials
25
+ 0.18%
$18.67 - $22.9 $467 - $573
13.8K $258K
NXPI
Nxp Semiconductors N.V.

Technology
32
+ 0.85%
$189.99 - $245.86 $6.08K - $7.87K
3.78K $718K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
335
+ 1.02%
$31.63 - $35.22 $10.6K - $11.8K
33.2K $1.06M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
768
+ 11.95%
$165.25 - $224.62 $127K - $173K
7.2K $1.19M
CCJ
Cameco Corp

Energy
62
+ 0.73%
$40.64 - $56.86 $2.52K - $3.53K
8.6K $353K
NKE
Nike, Inc.

Consumer Cyclical
238
+ 2.67%
$63.29 - $81.72 $15.1K - $19.4K
9.16K $581K
IWM
Ishares Russell 2000 ETF

ETFs
132
+ 2.36%
$198.1 - $229.79 $26.1K - $30.3K
5.71K $1.14M
FDX
Fedex Corp

Industrials
82
+ 2.63%
$230.33 - $281.53 $18.9K - $23.1K
3.2K $780K
EMR
Emerson Electric CO

Industrials
40
+ 0.47%
$108.64 - $131.17 $4.35K - $5.25K
8.49K $930K
MCHP
Microchip Technology Inc

Technology
481
+ 2.94%
$48.41 - $64.3 $23.3K - $30.9K
16.8K $815K
CAMT
Camtek LTD

Technology
759
+ 9.77%
$58.63 - $107.14 $44.5K - $81.3K
8.52K $499K
AXP
American Express CO

Financial Services
474
+ 4.91%
$255.39 - $325.87 $121K - $154K
10.1K $2.73M
MEDP
Medpace Holdings, Inc.

Healthcare
21
+ 0.39%
$304.69 - $360.97 $6.4K - $7.58K
5.41K $1.65M
CRM
Salesforce, Inc.

Technology
548
+ 11.39%
$268.36 - $359.95 $147K - $197K
5.36K $1.44M
ETN
Eaton Corp PLC

Industrials
82
+ 2.44%
$271.83 - $371.23 $22.3K - $30.4K
3.44K $934K
STZ
Constellation Brands, Inc.

Consumer Defensive
904
+ 9.51%
$161.05 - $222.93 $146K - $202K
10.4K $1.91M
CMCSA
Comcast Corp

Communication Services
743
+ 0.21%
$33.19 - $38.23 $24.7K - $28.4K
353K $13M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.81K
+ 1.81%
$23.16 - $27.04 $41.9K - $48.9K
102K $2.38M
MTB
M&T Bank Corp

Financial Services
74
+ 0.3%
$170.47 - $201.98 $12.6K - $14.9K
24.6K $4.39M
HD
Home Depot, Inc.

Consumer Cyclical
417
+ 2.54%
$347.25 - $424.87 $145K - $177K
16.8K $6.17M
BX
Blackstone Inc.

Financial Services
271
+ 2.99%
$136.53 - $186.74 $37K - $50.6K
9.33K $1.3M
ZION
Zions Bancorporation, National Association

Financial Services
566
+ 0.87%
$47.0 - $59.03 $26.6K - $33.4K
65.7K $3.28M
CAT
Caterpillar Inc

Industrials
93
+ 1.0%
$326.75 - $407.63 $30.4K - $37.9K
9.41K $3.1M
MRK
Merck & Co., Inc.

Healthcare
1.78K
+ 3.64%
$83.01 - $101.02 $148K - $180K
50.7K $4.55M
VV
Vanguard Large Cap ETF

ETFs
265
+ 0.86%
$253.32 - $282.66 $67.1K - $74.9K
31K $7.98M
TTD
Trade Desk, Inc.

Technology
667
+ 11.67%
$53.59 - $126.58 $35.7K - $84.4K
6.38K $349K
UPS
United Parcel Service Inc

Industrials
1.67K
+ 4.59%
$109.66 - $136.26 $183K - $228K
38.1K $4.19M
ORCL
Oracle Corp

Technology
632
+ 3.26%
$139.81 - $186.47 $88.4K - $118K
20K $2.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
558
+ 2.97%
$468.34 - $539.52 $261K - $301K
19.3K $9.07M
LMT
Lockheed Martin Corp

Industrials
231
+ 1.33%
$423.19 - $506.29 $97.8K - $117K
17.6K $7.85M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
877
+ 1.37%
$102.49 - $119.96 $89.9K - $105K
65K $6.8M
XMTR
Xometry, Inc.

Industrials
22
+ 0.03%
$23.04 - $43.2 $507 - $950
84.1K $2.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.46K
+ 1.57%
$507.05 - $563.67 $739K - $821K
94.2K $48.4M
AVGO
Broadcom Inc.

Technology
670
+ 2.36%
$167.43 - $244.7 $112K - $164K
29K $4.86M
GOOG
Alphabet Inc.

Communication Services
335
+ 0.62%
$156.06 - $207.71 $52.3K - $69.6K
54.4K $8.5M
AMZN
Amazon Com Inc

Consumer Cyclical
2.34K
+ 2.94%
$190.26 - $242.06 $445K - $566K
81.7K $15.6M
GOOGL
Alphabet Inc.

Communication Services
274
+ 0.44%
$154.33 - $206.19 $42.3K - $56.5K
62.7K $9.69M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
30.1K
+ 0.98%
$21.23 - $23.75 $638K - $714K
3.09M $66.6M
TSLA
Tesla, Inc.

Consumer Cyclical
886
+ 3.96%
$222.15 - $428.22 $197K - $379K
23.2K $6.02M
MSFT
Microsoft Corp

Technology
60
+ 0.07%
$375.39 - $447.2 $22.5K - $26.8K
87.8K $33M
NVDA
Nvidia Corp

Technology
5.54K
+ 2.84%
$106.98 - $149.43 $593K - $828K
201K $21.7M
AAPL
Apple Inc.

Technology
4.09K
+ 1.22%
$209.68 - $247.1 $857K - $1.01M
338K $75M
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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