Hbk Sorce Advisory LLC Purchases in Q3 2025

Hbk Sorce Advisory LLC

  • $3.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
24.5K
New
$24.23 - $24.42 $594K - $599K
24.5K $598K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.43K
+ 3.58%
$59.81 - $60.11 $564K - $567K
273K $16.4M
FNDX
Schwab Fundamental U S Large C

ETFs
15.5K
New
$24.38 - $26.34 $377K - $407K
15.5K $406K
FNDE
Schwab Fundamental Emerging Mk

ETFs
9.02K
New
$33.13 - $36.31 $299K - $327K
9.02K $326K
FNDA
Schwab Fundamental U S Small C

ETFs
7.63K
New
$28.75 - $31.93 $219K - $244K
7.63K $237K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.03K
New
$24.69 - $25.26 $223K - $228K
9.03K $227K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
8.09K
New
$24.04 - $27.04 $194K - $219K
8.09K $214K
FNDF
Schwab Fundamental Intl Large

ETFs
4.43K
+ 7.79%
$39.84 - $43.15 $176K - $191K
61.3K $2.63M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
7.95K
+ 77.78%
$22.45 - $23.2 $179K - $185K
18.2K $419K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.35K
New
$105.16 - $140.03 $142K - $188K
1.35K $182K
XLK
Technology Sector Spdr

ETFs
313
+ 8.89%
$250.97 - $282.66 $78.6K - $88.5K
3.84K $1.08M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.24K
+ 0.47%
$21.69 - $23.34 $70.4K - $75.7K
688K $16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
841
+ 1.21%
$72.57 - $74.72 $61K - $62.8K
70.5K $5.24M
CRWD
Crowd Strike Holdings, Inc.

Technology
127
+ 10.28%
$412.46 - $514.1 $52.4K - $65.3K
1.36K $668K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.21K
+ 12.64%
$20.76 - $21.78 $45.9K - $48.1K
19.7K $424K
XLY
Select Sector Spdr Consumer Di

ETFs
173
+ 16.08%
$216.09 - $242.18 $37.4K - $41.9K
1.25K $299K
NUVB
Nuvation Bio Inc.

Healthcare
11.2K
New
$1.94 - $3.9 $21.7K - $43.5K
11.2K $41K
XLV
Select Sector Spdr Fund Health

ETFs
227
+ 6.72%
$129.01 - $139.72 $29.3K - $31.7K
3.6K $501K
DGRO
Ishares Core Dividend Growth E

ETFs
210
+ 2.57%
$64.12 - $68.08 $13.5K - $14.3K
8.37K $569K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
299
+ 0.35%
$31.79 - $33.42 $9.51K - $9.99K
85.2K $2.85M
BME
Black Rock Health Sciences Trust

Financial Services
235
+ 1.89%
$35.17 - $37.31 $8.26K - $8.77K
12.7K $472K
DOLE
Dole PLC

Consumer Defensive
668
+ 4.76%
$13.15 - $14.95 $8.78K - $9.99K
14.7K $197K
TM
Toyota Motor Corp

Consumer Cyclical
21
+ 1.91%
$167.86 - $202.79 $3.53K - $4.26K
1.12K $214K
SNY
Sanofi

Healthcare
28
+ 0.56%
$45.07 - $51.35 $1.26K - $1.44K
5K $236K
DNP
Dnp Select Income Fund Inc

Financial Services
84
+ 0.4%
$9.65 - $10.02 $811 - $842
21.3K $213K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1
+ 0.02%
$275.84 - $326.36 $276 - $326
5.83K $1.9M
Gsk PLC
10
+ 0.12%
N/A
8.18K $0
Lake Shore Bancorp Inc
5K
+ 4.99%
N/A
105K $0
Vanguard Mun Bd Fds
2.91K
+ 2.0%
N/A
148K $0
Activity Summary
Buys All Purchases 30 New Holdings 8 Increased Positions 22 Sells All Sells 490 Reductions 490 Sold out 0 Options Calls 0 Puts 1
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