HBK Sorce Advisory LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$3.3T

Holdings

581

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (581 positions)

StockValue
OKEONEOK INC NEW
$387.3M
CYBRCYBERARK SOFTWARE LTD
$383.8M
URIUNITED RENTALS INC
$382.2M
CSGPCOSTAR GROUP INC
$379.8M
DGROISHARES TR
$379.7M
WELLWELLTOWER INC
$378.1M
VLOVALERO ENERGY CORP
$376.9M
MDYSPDR S&P MIDCAP 400 ETF TR
$376.7M
EFTEATON VANCE FLTING RATE INC
$374.9M
FBINFORTUNE BRANDS INNOVATIONS I
$371.8M
LYTSLSI INDS INC OHIO
$370.5M
ACWIISHARES TR
$366.9M
RCLROYAL CARIBBEAN GROUP
$365.4M
YUMYUM BRANDS INC
$362.5M
CBCHUBB LIMITED
$362.1M
VSSVANGUARD INTL EQUITY INDEX F
$358.7M
VEUVANGUARD INTL EQUITY INDEX F
$351.7M
RVTROYCE SMALL CAP TRUST INC
$350.4M
IPINTERNATIONAL PAPER CO
$339.6M
IAU*ISHARES GOLD TR
$337.7M
RYANRYAN SPECIALTY HOLDINGS INC
$337.5M
TFCTRUIST FINL CORP
$336.3M
ONON SEMICONDUCTOR CORP
$336.3M
FEFIRSTENERGY CORP
$335.2M
AMTAMERICAN TOWER CORP NEW
$334.0M
ITTITT INC
$331.6M
XHIEXMILLER HOWARD HIGH INC EQTY
$331.6M
CRWDCROWDSTRIKE HLDGS INC
$330.9M
NINISOURCE INC
$330.8M
HDBHDFC BANK LTD
$329.4M
AAONAAON INC
$328.8M
IJTISHARES TR
$327.5M
HBANHUNTINGTON BANCSHARES INC
$326.7M
LMBSFIRST TR EXCHANGE-TRADED FD
$324.1M
AJGGALLAGHER ARTHUR J & CO
$319.9M
VGTVANGUARD WORLD FD
$318.5M
GNRCGENERAC HLDGS INC
$316.6M
FDSFACTSET RESH SYS INC
$315.5M
FJANFIRST TR EXCHNG TRADED FD VI
$314.4M
CBFVCB FINL SVCS INC
$311.2M
JFRNUVEEN FLOATING RATE INCOME
$310.5M
TROWPRICE T ROWE GROUP INC
$309.9M
ECLECOLAB INC
$308.7M
VSGXVANGUARD WORLD FD
$307.7M
XJUNFIRST TR EXCHNG TRADED FD VI
$305.5M
FAUGFIRST TR EXCHNG TRADED FD VI
$305.1M
CODICOMPASS DIVERSIFIED
$304.3M
XLYSELECT SECTOR SPDR TR
$304.0M
IBBISHARES TR
$303.7M
PG4PRINCIPAL FINANCIAL GROUP IN
$302.4M
PFCPREMIER FINANCIAL CORP
$299.8M
XBMEXBLACKROCK HEALTH SCIENCES TR
$299.3M
XELXCEL ENERGY INC
$297.7M
ALSALLSTATE CORP
$297.7M
XOCTFIRST TR EXCHNG TRADED FD VI
$297.1M
UTGREAVES UTIL INCOME FD
$296.2M
SMCIUSDSUPER MICRO COMPUTER INC
$295.6M
SPMDSPDR SER TR
$291.9M
WTRGESSENTIAL UTILS INC
$290.7M
ICEINTERCONTINENTAL EXCHANGE IN
$290.4M
URBNURBAN OUTFITTERS INC
$287.1M
QCLNFIRST TR EXCHANGE-TRADED FD
$286.8M
FASTFASTENAL CO
$285.7M
BKBANK NEW YORK MELLON CORP
$284.8M
RACEFERRARI N V
$283.9M
BTABLACKROCK LONG-TERM MUN ADVA
$282.7M
EBAEBAY INC.
$280.8M
IYGISHARES TR
$280.1M
DALDELTA AIR LINES INC DEL
$278.3M
CDNSCADENCE DESIGN SYSTEM INC
$274.0M
8CWCROWN CASTLE INC
$273.0M
PHYS/USPROTT PHYSICAL GOLD TR
$271.8M
HDVISHARES TR
$271.8M
AFWALIGN TECHNOLOGY INC
$270.6M
IEIISHARES TR
$268.6M
NVSNNOVARTIS AG
$264.4M
SILASILA REALTY TRUST INC
$260.8M
TGLSTECNOGLASS INC
$259.9M
DKSDICKS SPORTING GOODS INC
$258.1M
NWBINORTHWEST BANCSHARES INC MD
$258.0M
MORNMORNINGSTAR INC
$256.3M
HUBBHUBBELL INC
$254.0M
EXASEXACT SCIENCES CORP
$253.8M
CLSCELESTICA INC
$252.9M
ACGLARCH CAP GROUP LTD
$251.3M
BCBEURPRIMO WATER CORPORATION
$250.7M
XEXGXEATON VANCE TAX-MANAGED GLOB
$250.4M
SYKSTRYKER CORPORATION
$249.6M
MGKVANGUARD WORLD FD
$249.5M
IRMIRON MTN INC DEL
$248.4M
ITUBITAU UNIBANCO HLDG S A
$248.0M
DGDOLLAR GEN CORP NEW
$247.3M
EMEEMCOR GROUP INC
$247.1M
VRTXVERTEX PHARMACEUTICALS INC
$247.0M
IBITISHARES BITCOIN TRUST ETF
$242.2M
VDCVANGUARD WORLD FD
$241.4M
STLDSTEEL DYNAMICS INC
$239.3M
FYXFIRST TR SML CP CORE ALPHA F
$239.3M
PEJINVESCO EXCHANGE TRADED FD T
$237.9M
AIGAMERICAN INTL GROUP INC
$237.6M
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