HBK Sorce Advisory LLC Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$3.4B

Holdings

592

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (592 positions)

StockValue
CLSCELESTICA INC
$369K
VBVANGUARD INDEX FDS
$369K
XLISELECT SECTOR SPDR TR
$368K
EFTEATON VANCE FLTING RATE INC
$366K
IEFISHARES TR
$362K
IWVISHARES TR
$361K
SNPSSYNOPSYS INC
$361K
WDAYWORKDAY INC
$358K
ACWIISHARES TR
$357K
BPBP PLC
$357K
CCOCAMECO CORP
$354K
MDYSPDR S&P MIDCAP 400 ETF TR
$353K
XBMEXBLACKROCK HEALTH SCIENCES TR
$353K
CSGPCOSTAR GROUP INC
$352K
OTISOTIS WORLDWIDE CORP
$350K
ICEINTERCONTINENTAL EXCHANGE IN
$350K
TTDTHE TRADE DESK INC
$349K
ETVEATON VANCE TAX-MANAGED BUY-
$345K
FFORD MTR CO
$345K
TROXTRONOX HOLDINGS PLC
$344K
AQLTISHARES TR
$342K
TXTTEXTRON INC
$339K
ESEVERSOURCE ENERGY
$338K
RYANRYAN SPECIALTY HOLDINGS INC
$336K
VLTOVERALTO CORP
$335K
VGTVANGUARD WORLD FD
$334K
FJANFIRST TR EXCHNG TRADED FD VI
$330K
CPCANADIAN PACIFIC KANSAS CITY
$328K
NOBLPROSHARES TR
$328K
ALSALLSTATE CORP
$328K
ETENERGY TRANSFER L P
$327K
SCCOSOUTHERN COPPER CORP
$326K
AMTAMERICAN TOWER CORP NEW
$321K
WTRGESSENTIAL UTILS INC
$320K
HDVISHARES TR
$319K
SYKSTRYKER CORPORATION
$315K
LGOVFIRST TR EXCHANGE-TRADED FD
$315K
NXJNUVEEN NEW JERSEY QULT MUN F
$313K
MTUMISHARES TR
$311K
XLYSELECT SECTOR SPDR TR
$311K
VSGXVANGUARD WORLD FD
$310K
IYGISHARES TR
$310K
XJUNFIRST TR EXCHNG TRADED FD VI
$309K
FASTFASTENAL CO
$308K
URIUNITED RENTALS INC
$307K
DTEDTE ENERGY CO
$304K
ELVELEVANCE HEALTH INC
$302K
PVALPUTNAM ETF TRUST
$302K
FAUGFIRST TR EXCHNG TRADED FD VI
$300K
WSBCWESBANCO INC
$300K
7HPHP INC
$299K
XOCTFIRST TR EXCHNG TRADED FD VI
$297K
IJTISHARES TR
$292K
NVSNNOVARTIS AG
$291K
ECLECOLAB INC
$291K
DOWDOW INC
$291K
VUSBVANGUARD BD INDEX FDS
$291K
JFRNUVEEN FLOATING RATE INCOME
$290K
ITTITT INC
$290K
ATECALPHATEC HLDGS INC
$289K
VRTXVERTEX PHARMACEUTICALS INC
$288K
SMMVISHARES TR
$287K
8CWCROWN CASTLE INC
$286K
WSTWEST PHARMACEUTICAL SVSC INC
$285K
FDSFACTSET RESH SYS INC
$285K
TTENTOTALENERGIES SE
$282K
PRMBPRIMO BRANDS CORPORATION
$282K
HDBHDFC BANK LTD
$281K
EBAEBAY INC.
$280K
BTABLACKROCK LONG-TERM MUN ADVA
$279K
AIGAMERICAN INTL GROUP INC
$278K
GLWCORNING INC
$276K
BKBANK NEW YORK MELLON CORP
$274K
VFHVANGUARD WORLD FD
$274K
VEUVANGUARD INTL EQUITY INDEX F
$273K
CPRXCATALYST PHARMACEUTICALS INC
$270K
RVTROYCE SMALL CAP TRUST INC
$269K
VTVANGUARD INTL EQUITY INDEX F
$268K
COHRCOHERENT CORP
$266K
SNYSANOFI
$266K
ACGLARCH CAP GROUP LTD
$262K
KHCKRAFT HEINZ CO
$261K
RACEFERRARI N V
$259K
CODICOMPASS DIVERSIFIED
$258K
SYU1SYNOVUS FINL CORP
$256K
CFGCITIZENS FINL GROUP INC
$255K
TROWPRICE T ROWE GROUP INC
$251K
LMBSFIRST TR EXCHANGE-TRADED FD
$251K
CAHCARDINAL HEALTH INC
$250K
PLYAPLAYA HOTELS & RESORTS NV
$249K
DKSDICKS SPORTING GOODS INC
$249K
TCAFT ROWE PRICE ETF INC
$248K
TMTOYOTA MOTOR CORP
$247K
SRESEMPRA
$246K
MKLMARKEL GROUP INC
$245K
NWBINORTHWEST BANCSHARES INC MD
$244K
PEJINVESCO EXCHANGE TRADED FD T
$243K
VDCVANGUARD WORLD FD
$242K
OGNORGANON & CO
$241K
MGKVANGUARD WORLD FD
$239K
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