Hbk Sorce Advisory LLC New Holdings in Q1 2025

Hbk Sorce Advisory LLC

  • $2.53 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
33.4K
New
$34.58 - $38.65 $1.16M - $1.29M
33.4K $1.18M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14K
New
$53.6 - $58.97 $752K - $827K
14K $767K
CAPR
Capricor Therapeutics, Inc.

Healthcare
49.8K
New
$9.49 - $16.11 $473K - $803K
49.8K $473K
DGX
Quest Diagnostics Inc

Healthcare
2.98K
New
N/A
2.98K $408K
IONQ
Ion Q, Inc.

Technology
18.3K
New
$18.27 - $51.07 $334K - $934K
18.3K $403K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.31K
New
N/A
4.31K $370K
LGOV
First Tr ETF Iv Long Duration

ETFs
14.7K
New
$20.41 - $21.7 $299K - $318K
14.7K $314K
PVAL
Putnam ETF Tr Putnam Focused L
7.93K
New
$36.8 - $39.59 $292K - $314K
7.93K $302K
WSBC
Wesbanco Inc

Financial Services
9.69K
New
$30.36 - $37.08 $294K - $359K
9.69K $299K
MKL
Markel Corp

Financial Services
131
New
$1660.14 - $2059.83 $217K - $270K
131 $244K
OGN
Organon & Co.

Healthcare
16.2K
New
$14.29 - $16.41 $231K - $265K
16.2K $240K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
10.7K
New
$20.29 - $22.36 $217K - $239K
10.7K $235K
WSO
Watsco Inc

Industrials
458
New
$463.86 - $530.75 $212K - $243K
458 $232K
ESNT
Essent Group Ltd.

Financial Services
3.96K
New
$53.6 - $59.25 $212K - $235K
3.96K $228K
CME
Cme Group Inc.

Financial Services
857
New
$225.82 - $266.54 $194K - $228K
857 $227K
FDL
First Tr Morningstar Dividend

ETFs
5.21K
New
$39.69 - $43.83 $207K - $228K
5.21K $226K
EDV
Vanguard Extended Duration Tre

ETFs
3K
New
$65.05 - $73.43 $195K - $220K
3K $213K
PFFA
Etfis Ser Tr I

ETFs
10K
New
$21.21 - $22.3 $212K - $223K
10K $212K
KMI
Kinder Morgan, Inc.

Energy
7.38K
New
$26.1 - $31.22 $193K - $230K
7.38K $210K
EFC
Ellington Financial Inc.

Real Estate
15.8K
New
$12.08 - $14.35 $191K - $227K
15.8K $209K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.06K
New
$39.96 - $43.3 $202K - $219K
5.06K $208K
CNP
Centerpoint Energy Inc

Utilities
5.69K
New
$30.87 - $36.25 $176K - $206K
5.69K $206K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.08K
New
$32.49 - $37.99 $198K - $231K
6.08K $203K
VRSK
Verisk Analytics, Inc.

Industrials
672
New
$268.63 - $301.33 $181K - $202K
672 $200K
STIM
Neuronetics, Inc.

Healthcare
38.7K
New
$1.49 - $5.54 $57.6K - $214K
38.7K $142K
EBS
Emergent Bio Solutions Inc.

Healthcare
26.9K
New
$4.66 - $11.66 $125K - $313K
26.9K $130K
VUZI
Vuzix Corp

Technology
41.7K
New
$2.04 - $5.26 $85K - $219K
41.7K $85K
RIOT
Riot Blockchain, Inc.

Technology
11.5K
New
$7.12 - $13.54 $81.5K - $155K
11.5K $81K
APPS
Digital Turbine, Inc.

Technology
28.8K
New
$1.7 - $6.52 $48.9K - $188K
28.8K $78K
AUR
Aurora Innovation, Inc.

Technology
11.6K
New
$6.1 - $10.19 $70.5K - $118K
11.6K $77K
ENVX
Enovix Corp

Industrials
10K
New
$7.21 - $14.33 $72.4K - $144K
10K $73K
EGY
Vaalco Energy Inc

Energy
13.6K
New
$3.71 - $4.74 $50.6K - $64.6K
13.6K $51K
BTBT
Bit Digital, Inc

Financial Services
24.5K
New
$2.02 - $3.88 $49.5K - $95.1K
24.5K $49K
IMAB
I Mab

Healthcare
46.1K
New
$0.8 - $1.1 $36.8K - $50.7K
46.1K $37K
LCID
Lucid Group, Inc.

Consumer Cyclical
13.2K
New
$2.03 - $3.48 $26.9K - $46.1K
13.2K $32K
NKTR
Nektar Therapeutics

Healthcare
24.3K
New
$0.66 - $1.19 $16K - $28.9K
24.3K $16K
SENS
Senseonics Holdings, Inc.

Healthcare
21.2K
New
$0.43 - $1.31 $9.1K - $27.7K
21.2K $13K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
11.8K
New
$0.44 - $1.52 $5.19K - $17.9K
11.8K $6K
NOVA
Sunnova Energy International Inc.

Technology
14.1K
New
$0.3 - $4.51 $4.22K - $63.5K
14.1K $5K
OPI
Office Properties Income Trust

Real Estate
12K
New
$0.46 - $1.01 $5.51K - $12.1K
12K $5K
Ocean Biomedical Inc
11.3K
New
N/A
11.3K $0
Snap Inc
17K
New
N/A
17K $0
T Rowe Price ETF Inc
7.7K
New
N/A
7.7K $0
Affirm Hldgs Inc
27K
New
N/A
27K $0
Coherent Corp
4.1K
New
N/A
4.1K $0
Brand Engagement Network Inc
12.1K
New
N/A
12.1K $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
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