Hbk Sorce Advisory LLC Options Holdings

Hbk Sorce Advisory LLC

  • $2.75 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
KKR
Kkr & Co. Inc.

Financial Services
PUT
$1.4 Million
10.5K
Q1 2025
Added 61.54%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$1.36 Million
2.2K
Q2 2025
Reduced 47.62%
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$317,000
1K
Q2 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$272,000
2K
Q2 2025
New holding
REAX
Real Brokerage Inc

Real Estate
CALL
$76,000
17K
Q2 2025
Reduced 65.31%
LCID
Lucid Group, Inc.

Consumer Cyclical
CALL
$31,000
15K
Q2 2025
New holding
AUR
Aurora Innovation, Inc.

Technology
CALL
$52,000
10K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 596
  • Current Value $2.75 Billion
  • Prior Value $2.53 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 47 stocks
  • Additional Purchases 255 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 253 stocks
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