Hbk Sorce Advisory LLC Sells in Q1 2025

Hbk Sorce Advisory LLC

  • $2.53 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
-135
- 1.82%
$241.94 - $272.58 $32.7K - $36.8K
7.29K $1.99M
KR
Kroger CO

Consumer Defensive
-255
- 3.26%
$58.36 - $67.72 $14.9K - $17.3K
7.58K $513K
AZO
Autozone Inc

Consumer Cyclical
-35
- 12.46%
$3193.96 - $3828.11 $112K - $134K
246 $937K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-267
- 1.06%
$18.63 - $21.12 $4.97K - $5.64K
24.8K $512K
ELV
Elevance Health, Inc.

Healthcare
-3
- 0.43%
$365.9 - $436.25 $1.1K - $1.31K
695 $302K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-804
- 1.16%
$71.17 - $73.66 $57.2K - $59.2K
68.6K $5.04M
ADP
Automatic Data Processing Inc

Industrials
-3
- 0.08%
$286.85 - $318.64 $861 - $956
3.73K $1.14M
CTAS
Cintas Corp

Industrials
-124
- 3.84%
$182.09 - $208.14 $22.6K - $25.8K
3.1K $637K
WMB
Williams Companies, Inc.

Energy
-397
- 3.08%
$54.02 - $61.09 $21.4K - $24.3K
12.5K $747K
LNT
Alliant Energy Corp

Utilities
-210
- 1.69%
$56.66 - $66.04 $11.9K - $13.9K
12.2K $785K
YUM
Yum Brands Inc

Consumer Cyclical
-51
- 1.91%
$123.25 - $162.53 $6.29K - $8.29K
2.61K $411K
SBUX
Starbucks Corp

Consumer Cyclical
-21
- 0.23%
$91.75 - $115.81 $1.93K - $2.43K
8.95K $877K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-39
- 0.1%
$27.47 - $30.62 $1.07K - $1.19K
38.4K $1.13M
NOC
Northrop Grumman Corp

Industrials
-8
- 0.5%
$433.45 - $513.82 $3.47K - $4.11K
1.59K $815K
NFLX
Netflix Inc

Communication Services
-210
- 3.28%
$828.4 - $1058.6 $174K - $222K
6.2K $5.78M
MNST
Monster Beverage Corp

Consumer Defensive
-105
- 0.84%
$46.16 - $58.58 $4.85K - $6.15K
12.5K $728K
AJG
Arthur J. Gallagher & Co.

Financial Services
-5
- 0.43%
$275.89 - $345.24 $1.38K - $1.73K
1.17K $403K
UNH
Unitedhealth Group Inc

Healthcare
-273
- 2.2%
$461.52 - $548.18 $126K - $150K
12.2K $6.36M
INTC
Intel Corp

Technology
-585
- 1.59%
$19.1 - $27.39 $11.2K - $16K
36.1K $819K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-14
- 3.23%
$1187.71 - $1432.58 $16.6K - $20.1K
419 $600K
SONY
Sony Group Corp

Technology
-883
- 3.29%
$19.88 - $25.64 $17.6K - $22.6K
25.9K $658K
COP
Conocophillips

Energy
-45
- 0.27%
$88.6 - $105.85 $3.99K - $4.76K
16.5K $1.73M
ORI
Old Republic International Corp

Financial Services
-27
- 0.08%
$33.46 - $39.22 $903 - $1.06K
33K $1.29M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-28
- 0.38%
$106.31 - $123.73 $2.98K - $3.46K
7.4K $915K
CSCO
Cisco Systems, Inc.

Technology
-587
- 1.05%
$58.74 - $64.87 $34.5K - $38.1K
55.1K $3.4M
ERIE
Erie Indemnity CO

Financial Services
-3
- 0.02%
$377.62 - $450.61 $1.13K - $1.35K
16.5K $6.92M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.57K
- 2.74%
$32.9 - $37.45 $51.7K - $58.8K
55.7K $2.01M
MA
Mastercard Inc

Financial Services
-57
- 0.86%
$504.67 - $576.31 $28.8K - $32.8K
6.61K $3.62M
MDT
Medtronic PLC

Healthcare
-510
- 3.14%
$79.84 - $94.5 $40.7K - $48.2K
15.8K $1.42M
MCK
Mckesson Corp

Healthcare
-4
- 0.34%
$566.21 - $672.99 $2.26K - $2.69K
1.17K $784K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.9K
- 6.11%
$56.12 - $68.15 $107K - $129K
29.2K $1.98M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-292
- 1.09%
$96.27 - $116.36 $28.1K - $34K
26.4K $3.08M
COST
Costco Wholesale Corp

Consumer Defensive
-58
- 0.83%
$890.62 - $1076.86 $51.7K - $62.5K
6.91K $6.54M
EXC
Exelon Corp

Utilities
-787
- 3.4%
$37.3 - $46.08 $29.4K - $36.3K
22.4K $1.03M
PGR
Progressive Corp

Financial Services
-25
- 0.61%
$235.61 - $291.22 $5.89K - $7.28K
4.06K $1.15M
WRB
Berkley W R Corp

Financial Services
-61
- 0.44%
$56.7 - $71.27 $3.46K - $4.35K
13.9K $990K
AFL
Aflac Inc

Financial Services
-39
- 0.17%
$100.99 - $111.19 $3.94K - $4.34K
23.5K $2.62M
BR
Broadridge Financial Solutions, Inc.

Technology
-114
- 0.87%
$221.46 - $244.83 $25.2K - $27.9K
13K $3.15M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-158
- 3.61%
$80.53 - $147.57 $12.7K - $23.3K
4.22K $558K
DWM
Wisdomtree Tr

ETFs
-1.11K
- 1.85%
$52.19 - $59.86 $57.9K - $66.4K
58.8K $3.42M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-357
- 2.95%
$208.48 - $244.03 $74.4K - $87.1K
11.7K $2.87M
VRNA
Verona Pharma PLC

Healthcare
-3.8K
- 10.61%
$44.81 - $69.63 $170K - $265K
32K $2.03M
ABT
Abbott Laboratories

Healthcare
-394
- 1.6%
$111.1 - $140.22 $43.8K - $55.2K
24.3K $3.22M
AMGN
Amgen Inc

Healthcare
-153
- 1.29%
$258.59 - $327.36 $39.6K - $50.1K
11.8K $3.66M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-14.7K
- 2.19%
$18.36 - $20.51 $269K - $301K
656K $13M
ABBV
Abb Vie Inc.

Healthcare
-294
- 1.41%
$169.2 - $216.66 $49.7K - $63.7K
20.5K $4.3M
GILD
Gilead Sciences, Inc.

Healthcare
-1.74K
- 4.26%
$89.14 - $117.41 $155K - $204K
39.1K $4.38M
CVS
Cvs Health Corp

Healthcare
-552
- 1.95%
$44.22 - $68.64 $24.4K - $37.9K
27.8K $1.88M
V
Visa Inc.

Financial Services
-309
- 1.24%
$306.92 - $362.71 $94.8K - $112K
24.7K $8.64M
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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