Hbk Sorce Advisory LLC Sells in Q2 2024

Hbk Sorce Advisory LLC

  • $2.69 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FYX
First Tr Small Cap Core Alphad

ETFs
-26
- 0.99%
$86.32 - $94.11 $2.24K - $2.45K
2.6K $234K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-217
- 1.8%
$35.43 - $37.76 $7.69K - $8.19K
11.8K $440K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-8
- 0.3%
$81.04 - $87.08 $648 - $697
2.62K $220K
LHX
L3 Harris Technologies, Inc.

Industrials
-168
- 6.75%
$200.34 - $226.69 $33.7K - $38.1K
2.32K $521K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-146
- 2.18%
$47.58 - $48.41 $6.95K - $7.07K
6.54K $314K
FDX
Fedex Corp

Industrials
-145
- 4.05%
$245.11 - $299.84 $35.5K - $43.5K
3.43K $1.03M
FE
Firstenergy Corp

Utilities
-119
- 1.56%
$36.83 - $40.43 $4.38K - $4.81K
7.52K $287K
IAU
Ishares Gold Trust

ETFs
-509
- 6.5%
$42.46 - $45.89 $21.6K - $23.4K
7.32K $321K
EEM
Ishares Msci Emerging Markets

ETFs
-1.13K
- 4.14%
$39.71 - $43.79 $45K - $49.6K
26.2K $1.12M
DUK
Duke Energy Corp

Utilities
-463
- 4.16%
$92.87 - $104.6 $43K - $48.4K
10.7K $1.07M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-62
- 1.07%
$68.82 - $88.54 $4.27K - $5.49K
5.75K $414K
EAD
Allspring Income Opportunities Fund

Financial Services
-498
- 4.33%
$6.32 - $6.69 $3.15K - $3.33K
11K $72K
HYG
Ishares Tr

ETFs
-19
- 0.45%
$75.68 - $77.45 $1.44K - $1.47K
4.25K $327K
OPK
Opko Health, Inc.

Healthcare
-3.54K
- 24.26%
$1.21 - $1.42 $4.29K - $5.03K
11.1K $13K
DGRO
Ishares Core Dividend Growth E

ETFs
-13
- 0.26%
$55.23 - $58.55 $718 - $761
5K $287K
TELL
Tellurian Inc.

Energy
-1.15K
- 8.11%
$0.38 - $0.88 $436 - $1.01K
13K $8K
FDN
First Tr Fd Dow Jones

ETFs
-4
- 0.13%
$192.91 - $207.84 $772 - $831
3.17K $650K
WTRG
Essential Utilities, Inc.

Utilities
-82
- 1.02%
$33.88 - $39.67 $2.78K - $3.25K
7.98K $297K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-93
- 4.15%
$173.58 - $198.8 $16.1K - $18.5K
2.15K $418K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-22
- 0.09%
$52.5 - $56.42 $1.16K - $1.24K
23.9K $1.35M
USAS
Americas Gold & Silver Corp

Basic Materials
-2.79K
- 18.33%
$0.21 - $0.34 $587 - $950
12.4K $2K
First Tr Exchng Traded Fd Vi
-577
- 6.17%
N/A
8.77K $0
VUSB
Vanguard Bd Index Fds
-1.27K
- 21.49%
N/A
4.62K $0
FJAN
First Exc Trd Viii Cboe Vest U
-158
- 2.2%
N/A
7.03K $0
Canadian Pacific Kansas City
-141
- 2.63%
N/A
5.22K $0
VEU
Vanguard Ftse All World Ex Us

ETFs
-1
- 0.02%
$56.22 - $60.47 $56.2 - $60.5
6.11K $358K
BK
Bank Of New York Mellon Corp

Financial Services
-156
- 3.63%
$54.0 - $60.74 $8.42K - $9.48K
4.15K $248K
CYBR
Cyber Ark Software Ltd.

Technology
-32
- 2.26%
$225.58 - $273.42 $7.22K - $8.75K
1.38K $378K
SIMO
Silicon Motion Technology Corp

Technology
-97
- 3.65%
$71.7 - $84.88 $6.95K - $8.23K
2.56K $207K
ERO
Ero Copper Corp.

Basic Materials
-845
- 8.17%
$18.62 - $23.92 $15.7K - $20.2K
9.5K $203K
MCK
Mckesson Corp

Healthcare
-96
- 7.57%
$518.81 - $607.81 $49.8K - $58.3K
1.17K $684K
CLOV
Clover Health Investments, Corp.

Healthcare
-5.71K
- 18.58%
$0.62 - $1.31 $3.54K - $7.47K
25K $30K
EME
Emcor Group, Inc.

Industrials
-5
- 0.84%
$328.63 - $398.69 $1.64K - $1.99K
593 $216K
CWST
Casella Waste Systems Inc

Industrials
-4
- 0.02%
$90.06 - $100.59 $360 - $402
20.5K $2.04M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-6
- 0.09%
$41.9 - $44.08 $251 - $264
6.71K $295K
CEG
Constellation Energy Corp

Utilities
-388
- 6.83%
$180.9 - $231.27 $70.2K - $89.7K
5.29K $1.06M
HON
Honeywell International Inc

Industrials
-264
- 3.25%
$190.36 - $215.89 $50.3K - $57K
7.85K $1.68M
NXPI
Nxp Semiconductors N.V.

Technology
-276
- 6.88%
$215.12 - $282.99 $59.4K - $78.1K
3.73K $1M
SPGI
S&P Global Inc.

Financial Services
-133
- 3.73%
$408.56 - $448.91 $54.3K - $59.7K
3.44K $1.53M
MFC
Manulife Financial Corp

Financial Services
-296
- 2.18%
$22.78 - $26.69 $6.74K - $7.9K
13.3K $353K
AXP
American Express CO

Financial Services
-86
- 0.96%
$217.5 - $243.08 $18.7K - $20.9K
8.91K $2.06M
XYL
Xylem Inc.

Industrials
-114
- 2.36%
$126.22 - $145.95 $14.4K - $16.6K
4.72K $640K
PG
Procter & Gamble CO

Consumer Defensive
-985
- 1.45%
$155.33 - $168.56 $153K - $166K
66.7K $11M
WMB
Williams Companies, Inc.

Energy
-682
- 4.98%
$37.58 - $43.11 $25.6K - $29.4K
13K $552K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-5
- 0.63%
$267.84 - $317.0 $1.34K - $1.59K
783 $246K
UDR
Udr, Inc.

Real Estate
-530
- 4.69%
$35.27 - $41.16 $18.7K - $21.8K
10.8K $443K
RTX
Raytheon Technologies Corp

Industrials
-1.14K
- 2.31%
$97.55 - $108.44 $111K - $124K
48.3K $4.84M
CCJ
Cameco Corp

Energy
-460
- 4.88%
$45.63 - $55.51 $21K - $25.5K
8.97K $441K
KMB
Kimberly Clark Corp

Consumer Defensive
-144
- 2.39%
$123.89 - $141.67 $17.8K - $20.4K
5.89K $814K
Activity Summary
Buys All Purchases 238 New Holdings 23 Increased Positions 215 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 1 Puts 1
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