Hbk Sorce Advisory LLC New Holdings in Q3 2024

Hbk Sorce Advisory LLC

  • $2.56 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
21.1K
New
$41.95 - $43.42 $883K - $914K
21.1K $914K
BAX
Baxter International Inc

Healthcare
16.1K
New
$32.85 - $40.26 $529K - $648K
16.1K $611K
EWJ
Ishares Msci Japan ETF

ETFs
6.68K
New
$63.12 - $72.99 $422K - $488K
6.68K $477K
LYTS
Lsi Industries Inc

Technology
22.9K
New
$13.9 - $17.06 $319K - $391K
22.9K $370K
UTG
Reaves Utility Income Fund

Financial Services
9.03K
New
$27.16 - $32.8 $245K - $296K
9.03K $296K
CCI
Crown Castle International Corp

Real Estate
2.3K
New
$95.29 - $120.24 $219K - $277K
2.3K $272K
EXAS
Exact Sciences Corp

Healthcare
3.73K
New
$42.43 - $70.83 $158K - $264K
3.73K $253K
IRM
Iron Mountain Inc

Real Estate
2.09K
New
$89.69 - $119.32 $188K - $249K
2.09K $248K
PAVE
Global X Fds Us Infrastructure

ETFs
5.72K
New
$36.39 - $41.16 $208K - $236K
5.72K $235K
KHC
Kraft Heinz CO

Consumer Defensive
6.68K
New
$31.86 - $36.13 $213K - $241K
6.68K $234K
CF
Cf Industries Holdings, Inc.

Basic Materials
2.59K
New
$69.38 - $85.8 $180K - $223K
2.59K $222K
ESNT
Essent Group Ltd.

Financial Services
3.42K
New
$54.95 - $64.53 $188K - $221K
3.42K $219K
TD
Toronto Dominion Bank

Financial Services
3.47K
New
$54.54 - $64.56 $189K - $224K
3.47K $219K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
8.07K
New
$22.07 - $28.04 $178K - $226K
8.07K $217K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.08K
New
$178.41 - $210.18 $193K - $228K
1.08K $215K
X
United States Steel Corp

Basic Materials
6.1K
New
$29.38 - $42.28 $179K - $258K
6.1K $215K
SRE
Sempra Energy

Utilities
2.56K
New
$74.97 - $84.04 $192K - $215K
2.56K $214K
CFG
Citizens Financial Group Inc

Financial Services
5.19K
New
$35.24 - $43.24 $183K - $224K
5.19K $213K
VRNA
Verona Pharma PLC

Healthcare
7.35K
New
$15.46 - $30.16 $114K - $222K
7.35K $211K
LEN
Lennar Corp

Consumer Cyclical
1.13K
New
$142.5 - $192.45 $160K - $217K
1.13K $210K
FDL
First Tr Morningstar Dividend

ETFs
4.99K
New
$37.66 - $42.06 $188K - $210K
4.99K $209K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.95K
New
$65.06 - $71.72 $192K - $212K
2.95K $209K
SON
Sonoco Products CO

Consumer Cyclical
3.8K
New
$48.33 - $56.57 $184K - $215K
3.8K $207K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2.85K
New
$67.43 - $74.23 $192K - $212K
2.85K $207K
STX
Seagate Technology Holdings PLC

Technology
1.88K
New
$92.1 - $110.76 $173K - $208K
1.88K $205K
BBY
Best Buy CO Inc

Consumer Cyclical
1.97K
New
$80.23 - $103.29 $158K - $204K
1.97K $203K
CGGO
Capital Group Global Growth Eq

ETFs
6.74K
New
$27.25 - $30.52 $184K - $206K
6.74K $203K
FIS
Fidelity National Information Services, Inc.

Technology
2.43K
New
$72.8 - $85.04 $177K - $207K
2.43K $203K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
2.31K
New
$78.05 - $88.63 $180K - $204K
2.31K $201K
STLD
Steel Dynamics Inc

Basic Materials
1.9K
New
N/A
1.9K $186K
SOUN
Soundhound Ai, Inc.

Technology
10.8K
New
$3.89 - $6.2 $42.1K - $67.1K
10.8K $50K
EVC
Entravision Communications Corp

Communication Services
10.6K
New
$1.74 - $2.22 $18.5K - $23.6K
10.6K $22K
MAXN
Maxeon Solar Technologies, Ltd.

Technology
18.4K
New
$0.55 - $0.55 $10.1K - $10.1K
18.4K $10K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
13.5K
New
$0.5 - $0.79 $6.76K - $10.7K
13.5K $8K
Grayscale Bitcoin Mini Tr Bt
11.5K
New
N/A
11.5K $0
Ishares Bitcoin Trust ETF
6.7K
New
N/A
6.7K $0
Sila Realty Trust Inc
10.3K
New
N/A
10.3K $0
Montana Technologies Corp
107K
New
N/A
107K $0
Labcorp Holdings Inc
927
New
N/A
927 $0
Activity Summary
Buys All Purchases 211 New Holdings 40 Increased Positions 171 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 1 Puts 1
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