Hbk Sorce Advisory LLC - Q42025 Holdings

Hbk Sorce Advisory LLC holds 626 stocks with a total portfolio value of $ 4.35B as of Q42025. In Q42025, Hbk Sorce Advisory LLC added 54 new positions, increased stakes in 269 stocks, reduced 266 holdings, and fully exited 49 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 21.57% of the total portfolio.