HBK Sorce Advisory LLC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$1.5T

Holdings

604

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (604 positions)

#StockSharesValue% PortfolioType
201
OXYOCCIDENTAL PETE CORP
11,916$732.0M0.05%
202
TJXTJX COS INC NEW
11,532$717.0M0.05%
203
LIESUN LIFE FINANCIAL INC.
18,000$716.0M0.05%
204
MDYSPDR S&P MIDCAP 400 ETF TR
1,768$710.0M0.05%
205
XLFSELECT SECTOR SPDR TR
23,221$705.0M0.05%
206
BDXBECTON DICKINSON & CO
3,158$704.0M0.05%
207
RDVYFIRST TR EXCHANGE-TRADED FD
17,850$694.0M0.05%
208
INTUINTUIT
1,790$693.0M0.05%
209
SCHGSCHWAB STRATEGIC TR
12,213$682.0M0.05%
210
AZNASTRAZENECA PLC
13,321$672.0M0.04%
211
KMBKIMBERLY-CLARK CORP
5,967$672.0M0.04%
212
GISGENERAL MLS INC
8,737$669.0M0.04%
213
DEODIAGEO PLC
3,911$664.0M0.04%
214
FISVFISERV INC
7,077$662.0M0.04%
215
CMGCHIPOTLE MEXICAN GRILL INC
440$661.0M0.04%
216
PEOEXELON CORP
17,624$660.0M0.04%
217
DUKDUKE ENERGY CORP NEW
7,069$658.0M0.04%
218
PFFISHARES TR
20,752$657.0M0.04%
219
CITCINTAS CORP
1,686$655.0M0.04%
220
PRUPRUDENTIAL FINL INC
7,638$655.0M0.04%
221
IGVISHARES TR
2,591$648.0M0.04%
222
NOCNORTHROP GRUMMAN CORP
1,369$644.0M0.04%
223
PYPLPAYPAL HLDGS INC
7,481$644.0M0.04%
224
AEPAMERICAN ELEC PWR CO INC
7,434$643.0M0.04%
225
OPLNKAR AUCTION SVCS INC
57,374$641.0M0.04%
226
BROADMARK RLTY CAP INC
122,752$627.0M0.04%
227
APDAIR PRODS & CHEMS INC
2,695$627.0M0.04%
228
XLKSELECT SECTOR SPDR TR
5,231$621.0M0.04%
229
VHTVANGUARD WORLD FDS
2,772$620.0M0.04%
230
DWXSPDR INDEX SHS FDS
21,373$616.0M0.04%
231
WFCWELLS FARGO CO NEW
15,207$612.0M0.04%
232
BUFRFIRST TR EXCHNG TRADED FD VI
29,134$607.0M0.04%
233
CRMSALESFORCE INC
4,223$607.0M0.04%
234
TIPISHARES TR
5,740$602.0M0.04%
235
FFORD MTR CO DEL
53,464$599.0M0.04%
236
EMREMERSON ELEC CO
8,187$599.0M0.04%
237
VBVANGUARD INDEX FDS
3,501$598.0M0.04%
238
CLXCLOROX CO DEL
4,637$595.0M0.04%
239
HIGHARTFORD FINL SVCS GROUP INC
9,486$588.0M0.04%
240
FISFIDELITY NATL INFORMATION SV
7,754$586.0M0.04%
241
FJUNFIRST TR EXCHNG TRADED FD VI
46,152$582.0M0.04%
242
AMDADVANCED MICRO DEVICES INC
9,162$581.0M0.04%
243
TXNTEXAS INSTRS INC
3,745$580.0M0.04%
244
USMVISHARES TR
8,771$580.0M0.04%
245
ADIANALOG DEVICES INC
4,135$576.0M0.04%
246
VTIPVANGUARD MALVERN FDS
11,911$573.0M0.04%
247
SLBSCHLUMBERGER LTD
15,964$573.0M0.04%
248
ETVEATON VANCE TAX-MANAGED BUY-
43,062$566.0M0.04%
249
VIGIVANGUARD WHITEHALL FDS
9,131$566.0M0.04%
250
CMICUMMINS INC
2,782$566.0M0.04%
251
PPLPPL CORP
22,052$559.0M0.04%
252
HDBHDFC BANK LTD
9,534$557.0M0.04%
253
EVBNUSDEVANS BANCORP INC
15,133$555.0M0.04%
254
HYGISHARES TR
7,730$552.0M0.04%
255
VTVANGUARD INTL EQUITY INDEX F
6,855$541.0M0.04%
256
IEXIDEX CORP
2,680$536.0M0.04%
257
CP.TOCANADIAN PAC RY LTD
8,012$535.0M0.04%
258
GPCGENUINE PARTS CO
3,556$531.0M0.04%
259
SLYSPDR SER TR
6,899$522.0M0.03%
260
VTVVANGUARD INDEX FDS
4,228$522.0M0.03%
261
ZBRAZEBRA TECHNOLOGIES CORPORATI
1,979$519.0M0.03%
262
RJFRAYMOND JAMES FINL INC
5,203$514.0M0.03%
263
ELLAUDER ESTEE COS INC
2,368$511.0M0.03%
264
LULULULULEMON ATHLETICA INC
1,829$511.0M0.03%
265
XLISELECT SECTOR SPDR TR
6,147$509.0M0.03%
266
ALBALBEMARLE CORP
1,909$505.0M0.03%
267
CCOCAMECO CORP
17,749$494.0M0.03%
268
VBRVANGUARD INDEX FDS
3,420$490.0M0.03%
269
ADSKAUTODESK INC
2,617$489.0M0.03%
270
ONON SEMICONDUCTOR CORP
7,835$488.0M0.03%
271
FDXFEDEX CORP
3,271$486.0M0.03%
272
FOXFFOX FACTORY HLDG CORP
6,052$479.0M0.03%
273
DWDMORGAN STANLEY
5,957$471.0M0.03%
274
A4SAMERIPRISE FINL INC
1,860$469.0M0.03%
275
FFIVF5 INC
3,227$467.0M0.03%
276
TFCTRUIST FINL CORP
10,672$465.0M0.03%
277
SAFESAFEHOLD INC
1,021$464.0M0.03%
278
SMHVANECK ETF TRUST
2,493$462.0M0.03%
279
SONYSONY GROUP CORPORATION
7,200$461.0M0.03%
280
MMITINDEXIQ ACTIVE ETF TR
19,650$460.0M0.03%
281
FAUGFIRST TR EXCHNG TRADED FD VI
38,244$460.0M0.03%
282
MNSTMONSTER BEVERAGE CORP NEW
5,283$459.0M0.03%
283
NOWSERVICENOW INC
1,212$458.0M0.03%
284
RWXSPDR INDEX SHS FDS
18,984$458.0M0.03%
285
DLNWISDOMTREE TR
8,294$458.0M0.03%
286
CBFVCB FINL SVCS INC
20,750$452.0M0.03%
287
MDYGSPDR SER TR
7,465$451.0M0.03%
288
SCHOSCHWAB STRATEGIC TR
9,281$448.0M0.03%
289
VEEVVEEVA SYS INC
2,689$443.0M0.03%
290
AMEAMETEK INC
3,836$435.0M0.03%
291
BABAALIBABA GROUP HLDG LTD
5,428$434.0M0.03%
292
DVNDEVON ENERGY CORP NEW
7,194$433.0M0.03%
293
XLESELECT SECTOR SPDR TR
6,016$433.0M0.03%
294
CTVACORTEVA INC
7,557$432.0M0.03%
295
IWPISHARES TR
5,498$431.0M0.03%
296
AWCAMERICAN WTR WKS CO INC NEW
3,298$429.0M0.03%
297
XLVSELECT SECTOR SPDR TR
3,536$428.0M0.03%
298
FDSFACTSET RESH SYS INC
1,068$427.0M0.03%
299
ISRGINTUITIVE SURGICAL INC
2,277$427.0M0.03%
300
THQTEKLA HEALTHCARE OPPORTUNITI
23,456$425.0M0.03%
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