Hbk Sorce Advisory LLC - Q12026 Holdings

Hbk Sorce Advisory LLC holds 642 stocks with a total portfolio value of $ 5.05B as of Q12026. In Q12026, Hbk Sorce Advisory LLC added 56 new positions, increased stakes in 320 stocks, reduced 218 holdings, and fully exited 40 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 20.05% of the total portfolio.