Hbk Sorce Advisory LLC Incresed Positions in Q4 2024

Hbk Sorce Advisory LLC

  • $2.53 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
784
+ 7.75%
$38.08 - $50.82 $29.9K - $39.8K
10.9K $415K
CVY
Invesco Exchange Traded Fd Tr

ETFs
622
+ 0.57%
$24.81 - $27.22 $15.4K - $16.9K
110K $2.77M
VOE
Vanguard Mid Cap Value Index F

ETFs
38
+ 0.22%
$160.89 - $176.18 $6.11K - $6.69K
17K $2.75M
NXPI
Nxp Semiconductors N.V.

Technology
68
+ 1.85%
$207.27 - $255.58 $14.1K - $17.4K
3.75K $779K
DHR
Danaher Corp

Healthcare
146
+ 5.0%
$226.16 - $274.52 $33K - $40.1K
3.07K $703K
MCD
Mcdonalds Corp

Consumer Cyclical
304
+ 2.27%
$288.47 - $316.54 $87.7K - $96.2K
13.7K $3.97M
HD
Home Depot, Inc.

Consumer Cyclical
381
+ 2.38%
$385.02 - $431.37 $147K - $164K
16.4K $6.39M
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.57K
+ 7.43%
$33.93 - $38.37 $189K - $214K
80.5K $2.76M
SCHO
Schwab Short Term Us Treasury

ETFs
5.87K
+ 54.59%
$24.06 - $48.88 $141K - $287K
16.6K $399K
WPC
W. P. Carey Inc.

Real Estate
100
+ 0.59%
$53.44 - $61.33 $5.34K - $6.13K
17K $924K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
72
+ 0.22%
$50.06 - $55.0 $3.6K - $3.96K
32.6K $1.63M
SHW
Sherwin Williams CO

Basic Materials
10
+ 0.27%
$338.75 - $399.71 $3.39K - $4K
3.72K $1.27M
AFL
Aflac Inc

Financial Services
35
+ 0.15%
$100.37 - $115.27 $3.51K - $4.03K
23.6K $2.44M
AMAT
Applied Materials Inc

Technology
51
+ 0.96%
$161.44 - $213.89 $8.23K - $10.9K
5.38K $875K
TROX
Tronox Holdings PLC

Basic Materials
196
+ 0.4%
$9.88 - $14.75 $1.94K - $2.89K
49.7K $500K
CAT
Caterpillar Inc

Industrials
88
+ 0.95%
$360.37 - $416.88 $31.7K - $36.7K
9.32K $3.38M
FNDF
Schwab Fundamental Intl Large

ETFs
35
+ 0.06%
$32.92 - $37.15 $1.15K - $1.3K
57.2K $1.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
192K
+ 198.2%
$25.79 - $80.4 $4.96M - $15.5M
289K $7.54M
EFA
Ishares Tr Msci Eafe ETF

ETFs
238
+ 0.69%
$75.1 - $82.99 $17.9K - $19.8K
34.6K $2.62M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.52K
+ 0.52%
$45.38 - $46.88 $68.8K - $71K
292K $13.3M
PSX
Phillips 66

Energy
143
+ 0.82%
$110.35 - $138.93 $15.8K - $19.9K
17.6K $2M
GE
General Electric CO

Industrials
212
+ 1.37%
$159.95 - $194.23 $33.9K - $41.2K
15.7K $2.61M
PG
Procter & Gamble CO

Consumer Defensive
333
+ 0.49%
$161.05 - $179.7 $53.6K - $59.8K
68K $11.4M
PEP
Pepsico Inc

Consumer Defensive
779
+ 3.22%
$151.29 - $176.1 $118K - $137K
25K $3.8M
QCOM
Qualcomm Inc

Technology
72
+ 0.35%
$150.4 - $178.04 $10.8K - $12.8K
20.8K $3.2M
NEE
Nextera Energy Inc

Utilities
952
+ 2.75%
$69.77 - $85.43 $66.4K - $81.3K
35.6K $2.55M
AVY
Avery Dennison Corp

Industrials
58
+ 0.49%
$186.26 - $220.48 $10.8K - $12.8K
11.9K $2.22M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.02%
$164.99 - $203.87 $825 - $1.02K
20.8K $3.7M
AMD
Advanced Micro Devices Inc

Technology
303
+ 2.66%
$118.88 - $172.8 $36K - $52.4K
11.7K $1.41M
XOM
Exxon Mobil Corp

Energy
1.66K
+ 2.19%
$105.51 - $125.37 $175K - $208K
77.5K $8.34M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
294K
+ 180.33%
$27.54 - $83.04 $8.09M - $24.4M
457K $12.7M
ERIE
Erie Indemnity CO

Financial Services
304
+ 1.88%
$401.65 - $542.86 $122K - $165K
16.5K $6.81M
VEA
Vanguard Ftse Developed Market

ETFs
149K
+ 2.22%
$47.57 - $52.44 $7.11M - $7.83M
6.87M $328M
Activity Summary
Buys All Purchases 316 New Holdings 32 Increased Positions 284 Sells All Sells 220 Reductions 220 Sold out 0 Options Calls 2 Puts 2
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