HBK Sorce Advisory

Latest statistics and disclosures from HBK Sorce Advisory's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for HBK Sorce Advisory

HBK Sorce Advisory holds 565 positions in its portfolio as reported in the December 2023 quarterly 13F filing

HBK Sorce Advisory has 565 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 22.4 $580M +17% 10M 56.40
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.5 $297M +2% 6.2M 47.90
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Dimensional Etf Trust Core Fixed Incom (DFCF) 10.9 $282M +3% 6.6M 42.40
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Dimensional Etf Trust Us Large Cap Vec 4.7 $122M NEW 2.2M 56.15
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 4.1 $106M -24% 2.1M 51.41
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Apple (AAPL) 2.4 $63M -4% 326k 192.53
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.2 $57M -4% 1.0M 55.67
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $42M +104% 96k 436.80
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Microsoft Corporation (MSFT) 1.2 $32M -6% 85k 376.04
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $31M +44% 615k 51.05
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $29M -62% 367k 78.02
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Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $23M +4% 98k 237.22
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JPMorgan Chase & Co. (JPM) 0.8 $21M -8% 125k 170.10
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $21M -62% 276k 75.32
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.7 $17M -8% 370k 47.00
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.6 $16M +126% 274k 59.66
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $16M +11% 656k 24.79
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.6 $15M +4% 165k 90.16
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $15M +4% 184k 80.04
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Global Payments (GPN) 0.6 $15M 115k 127.00
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $14M -5% 82k 170.40
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $13M -9% 42k 303.17
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Amazon (AMZN) 0.4 $11M -2% 74k 151.94
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Comcast Corp Cl A (CMCSA) 0.4 $11M -5% 252k 43.85
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $11M +2% 296k 36.96
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $11M 31k 350.91
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Eli Lilly & Co. (LLY) 0.4 $11M -7% 19k 582.91
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NVIDIA Corporation (NVDA) 0.4 $11M 21k 495.23
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Procter & Gamble Company (PG) 0.4 $9.7M -2% 66k 146.54
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Johnson & Johnson (JNJ) 0.4 $9.3M -6% 59k 156.74
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $9.1M 25k 356.66
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $8.4M -4% 60k 139.69
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $8.1M 31k 262.26
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Lockheed Martin Corporation (LMT) 0.3 $8.0M 18k 453.25
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $7.9M -5% 19k 409.52
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UnitedHealth (UNH) 0.3 $7.7M -6% 15k 526.47
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $7.6M -6% 109k 70.10
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Alphabet Cap Stk Cl C (GOOG) 0.3 $7.6M 54k 140.93
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $7.3M 34k 218.15
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $7.3M -5% 44k 165.25
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Exxon Mobil Corporation (XOM) 0.3 $7.3M -4% 73k 99.98
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $7.2M +66% 156k 46.36
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Prologis (PLD) 0.3 $7.1M 53k 133.30
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $7.1M -8% 65k 108.25
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Thermo Fisher Scientific (TMO) 0.2 $6.4M -10% 12k 530.81
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $6.4M NEW 138k 46.04
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Visa Com Cl A (V) 0.2 $6.3M -6% 24k 260.35
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $6.3M -37% 13k 477.64
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United Parcel Service CL B (UPS) 0.2 $6.2M -3% 39k 157.23
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Meta Platforms Cl A (META) 0.2 $6.2M -3% 18k 353.96
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $5.9M -5% 56k 105.23
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Vanguard Index Fds Growth Etf (VUG) 0.2 $5.9M -7% 19k 310.88
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $5.9M 77k 76.13
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $5.9M -22% 12k 475.30
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Chevron Corporation (CVX) 0.2 $5.7M -8% 38k 149.16
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Tesla Motors (TSLA) 0.2 $5.4M 22k 248.48
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Home Depot (HD) 0.2 $5.4M -7% 16k 346.55
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Merck & Co (MRK) 0.2 $5.4M -5% 49k 109.02
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $4.9M -4% 88k 55.90
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Parker-Hannifin Corporation (PH) 0.2 $4.7M 10k 460.68
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Coca-Cola Company (KO) 0.2 $4.7M 79k 58.93
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Costco Wholesale Corporation (COST) 0.2 $4.5M -26% 6.9k 660.07
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Pepsi (PEP) 0.2 $4.5M -15% 27k 169.84
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Erie Indty Cl A (ERIE) 0.2 $4.3M 13k 334.92
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Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.2 $4.3M -4% 144k 30.10
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Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $4.2M -11% 80k 52.51
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McDonald's Corporation (MCD) 0.2 $4.2M -2% 14k 296.51
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Raytheon Technologies Corp (RTX) 0.2 $4.0M -9% 47k 84.14
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CVS Caremark Corporation (CVS) 0.1 $3.8M +5% 49k 78.96
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At&t (T) 0.1 $3.8M -6% 226k 16.78
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AmerisourceBergen (COR) 0.1 $3.8M -11% 18k 205.38
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Lowe's Companies (LOW) 0.1 $3.7M -2% 17k 222.55
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SEI Investments Company (SEIC) 0.1 $3.7M 58k 63.55
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Union Pacific Corporation (UNP) 0.1 $3.6M -2% 15k 245.61
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Walt Disney Company (DIS) 0.1 $3.6M +17% 40k 90.29
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $3.6M +998% 48k 73.55
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Ishares Tr Select Divid Etf (DVY) 0.1 $3.5M -15% 30k 117.22
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Netflix (NFLX) 0.1 $3.5M 7.2k 486.88
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $3.5M 30k 116.29
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Amgen (AMGN) 0.1 $3.5M 12k 288.03
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Pfizer (PFE) 0.1 $3.5M -7% 120k 28.79
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Abbvie (ABBV) 0.1 $3.4M -2% 22k 154.97
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Wal-Mart Stores (WMT) 0.1 $3.3M -19% 21k 157.65
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M&T Bank Corporation (MTB) 0.1 $3.3M 24k 137.08
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Verizon Communications (VZ) 0.1 $3.2M 86k 37.70
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Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $3.2M -6% 178k 18.05
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PNC Financial Services (PNC) 0.1 $3.2M 21k 154.85
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Mastercard Incorporated Cl A (MA) 0.1 $3.2M -2% 7.4k 426.52
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $3.1M 68k 46.06
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $3.1M 84k 36.98
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Cisco Systems (CSCO) 0.1 $3.1M -3% 62k 50.52
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $3.1M -29% 40k 77.73
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Vistra Energy (VST) 0.1 $3.0M -12% 79k 38.52
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $3.0M -16% 40k 75.35
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International Business Machines (IBM) 0.1 $3.0M +2% 19k 163.55
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Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.1 $3.0M -3% 116k 25.97
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Target Corporation (TGT) 0.1 $3.0M 21k 142.42
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Xometry Class A Com (XMTR) 0.1 $3.0M 84k 35.91
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Qualcomm (QCOM) 0.1 $3.0M -18% 21k 144.63
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Zions Bancorporation (ZION) 0.1 $3.0M 67k 43.87
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Broadcom (AVGO) 0.1 $2.9M -2% 2.6k 1116.37
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Philip Morris International (PM) 0.1 $2.9M 31k 94.08
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Mondelez Intl Cl A (MDLZ) 0.1 $2.9M -2% 40k 72.44
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Adobe Systems Incorporated (ADBE) 0.1 $2.9M -5% 4.8k 596.60
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $2.9M -51% 83k 34.89
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Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) 0.1 $2.9M 248k 11.55
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Gilead Sciences (GILD) 0.1 $2.8M +9% 35k 81.01
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Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.1 $2.8M +13% 104k 27.22
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Ross Stores (ROST) 0.1 $2.8M -2% 20k 138.39
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Bank of America Corporation (BAC) 0.1 $2.8M -4% 83k 33.67
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Nike CL B (NKE) 0.1 $2.8M +14% 26k 108.59
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.7M -4% 9.9k 277.15
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BlackRock (BLK) 0.1 $2.7M -6% 3.4k 811.82
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Us Bancorp Del Com New (USB) 0.1 $2.7M -4% 63k 43.28
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Boeing Company (BA) 0.1 $2.7M -4% 10k 260.67
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Broadridge Financial Solutions (BR) 0.1 $2.7M -5% 13k 205.75
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $2.7M -20% 17k 155.33
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Abbott Laboratories (ABT) 0.1 $2.6M +41% 24k 110.07
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Caterpillar (CAT) 0.1 $2.6M 8.9k 295.67
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Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) 0.1 $2.5M -2% 106k 23.76
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Oracle Corporation (ORCL) 0.1 $2.5M 24k 105.43
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.5M -17% 17k 145.01
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Marsh & McLennan Companies (MMC) 0.1 $2.4M -11% 13k 189.47
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Microchip Technology (MCHP) 0.1 $2.4M +7% 27k 90.18
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $2.4M -4% 51k 47.24
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Phillips 66 (PSX) 0.1 $2.4M -3% 18k 133.14
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Avery Dennison Corporation (AVY) 0.1 $2.4M -3% 12k 202.16
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Norfolk Southern (NSC) 0.1 $2.3M +26% 9.8k 236.39
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Kkr & Co (KKR) 0.1 $2.3M -12% 28k 82.85
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $2.2M -11% 32k 69.34
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Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $2.2M -6% 29k 75.89
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W.W. Grainger (GWW) 0.1 $2.2M -2% 2.7k 828.69
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Intel Corporation (INTC) 0.1 $2.1M +2% 43k 50.25
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Vanguard Index Fds Value Etf (VTV) 0.1 $2.1M +102% 14k 149.50
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South State Corporation (SSB) 0.1 $2.1M -11% 25k 84.45
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General Electric Com New (GE) 0.1 $2.1M 17k 127.63
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $2.1M -16% 184k 11.47
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Nextera Energy (NEE) 0.1 $2.1M -4% 34k 60.74
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Medpace Hldgs (MEDP) 0.1 $2.0M -7% 6.6k 306.53
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $2.0M -4% 59k 33.73
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Synovus Finl Corp Com New (SNV) 0.1 $2.0M 52k 37.65
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General Dynamics Corporation (GD) 0.1 $2.0M 7.6k 259.66
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SYSCO Corporation (SYY) 0.1 $2.0M +7% 27k 73.13
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.9M -22% 20k 99.25
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Medtronic SHS (MDT) 0.1 $1.9M +9% 23k 82.38
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ConocoPhillips (COP) 0.1 $1.9M 17k 116.07
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AFLAC Incorporated (AFL) 0.1 $1.9M 23k 82.50
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Constellation Brands Cl A (STZ) 0.1 $1.9M -4% 7.8k 241.74
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Charles Schwab Corporation (SCHW) 0.1 $1.8M 26k 68.80
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Intuitive Surgical Com New (ISRG) 0.1 $1.8M 5.3k 337.36
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Series Portfolios Tr Adaptiv Select (ADPV) 0.1 $1.8M -37% 72k 24.89
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Servicenow (NOW) 0.1 $1.8M 2.5k 706.51
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Casella Waste Sys Cl A (CWST) 0.1 $1.8M 21k 85.46
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Dollar General (DG) 0.1 $1.7M +46% 13k 135.95
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Goldman Sachs (GS) 0.1 $1.7M -4% 4.4k 385.80
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Honeywell International (HON) 0.1 $1.7M -8% 8.0k 209.70
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Deere & Company (DE) 0.1 $1.7M -6% 4.2k 399.88
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Kenvue (KVUE) 0.1 $1.7M +4% 77k 21.53
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Bristol Myers Squibb (BMY) 0.1 $1.6M -10% 31k 51.31
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American Express Company (AXP) 0.1 $1.6M 8.6k 187.35
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Advanced Micro Devices (AMD) 0.1 $1.6M +6% 11k 147.41
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MetLife (MET) 0.1 $1.5M 23k 66.13
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.5M -23% 28k 54.98
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $1.5M 11k 136.91
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.5M +19% 20k 75.10
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S&p Global (SPGI) 0.1 $1.5M -6% 3.4k 440.55
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State Street Corporation (STT) 0.1 $1.5M -3% 20k 77.46
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.5M +14% 9.3k 157.80
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Carter's (CRI) 0.1 $1.5M -9% 20k 74.89
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.3M +3% 7.7k 173.90
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.3M -7% 6.6k 200.70
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.3M -19% 11k 111.63
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.0 $1.2M +15% 24k 51.68
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On Semiconductor Corp Call Call Option (Principal) (ON) 0.0 $1.2M +142% 15k 83.53
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NVR (NVR) 0.0 $1.2M 173.00 7000.45
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Fidelity Covington Trust Int Vl Fct Etf (FIVA) 0.0 $1.2M 50k 24.42
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.2M +16% 29k 41.10
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $1.2M -10% 22k 53.84
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $1.2M 37k 32.17
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR) 0.0 $1.2M 36k 32.88
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Chipotle Mexican Grill (CMG) 0.0 $1.2M 512.00 2286.96
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Zoetis Cl A (ZTS) 0.0 $1.2M -8% 5.9k 197.38
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.2M 14k 82.96
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Paychex (PAYX) 0.0 $1.2M 9.8k 119.11
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Sherwin-Williams Company (SHW) 0.0 $1.2M 3.7k 311.87
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Novo-nordisk A S Adr (NVO) 0.0 $1.2M -2% 11k 103.45
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $1.2M 43k 27.04
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.1M -4% 55k 20.71
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Spdr Gold Tr Gold Shs (GLD) 0.0 $1.1M -22% 5.9k 191.17
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TJX Companies (TJX) 0.0 $1.1M 12k 93.81
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Ishares Tr National Mun Etf (MUB) 0.0 $1.1M +4% 10k 108.41
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Agnc Invt Corp Com reit (AGNC) 0.0 $1.1M 114k 9.81
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.1M -3% 16k 70.35
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.1M +3% 27k 40.21
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National Fuel Gas (NFG) 0.0 $1.1M 22k 50.17
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Old Republic International Corporation (ORI) 0.0 $1.1M NEW 36k 29.40
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Emerson Electric (EMR) 0.0 $1.1M +14% 11k 97.33
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Fifth Third Ban (FITB) 0.0 $1.1M 31k 34.49
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Duke Energy Corp Com New (DUK) 0.0 $1.0M -2% 11k 97.04
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Pinnacle West Capital Corporation (PNW) 0.0 $1.0M -4% 15k 71.84
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Shell Spon Ads (SHEL) 0.0 $1.0M 16k 65.80
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Service Corporation International (SCI) 0.0 $1.0M +25% 15k 68.45
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Wells Fargo & Company (WFC) 0.0 $1.0M -7% 21k 49.22
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Schlumberger Com Stk (SLB) 0.0 $1.0M 19k 52.04
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salesforce (CRM) 0.0 $978k -11% 3.7k 263.14
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Ishares Tr Core Total Usd (IUSB) 0.0 $972k -8% 21k 46.07
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Perrigo SHS (PRGO) 0.0 $969k -7% 30k 32.18
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ConAgra Foods (CAG) 0.0 $969k -9% 34k 28.66
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Applied Materials (AMAT) 0.0 $965k 6.0k 162.07
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Sun Life Financial (SLF) 0.0 $944k 18k 51.86
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Wp Carey (WPC) 0.0 $942k +123% 15k 64.81
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Eaton Corp SHS (ETN) 0.0 $937k +54% 3.9k 240.82
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Nxp Semiconductors N V (NXPI) 0.0 $931k -17% 4.1k 229.68
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Waste Management (WM) 0.0 $929k -12% 5.2k 179.09
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Altria (MO) 0.0 $924k -7% 23k 40.35
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $924k 18k 52.37
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Blackstone Group Inc Com Cl A (BX) 0.0 $923k -8% 7.0k 130.92
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Travelers Companies (TRV) 0.0 $921k +6% 4.8k 190.50
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Intuit (INTU) 0.0 $920k -5% 1.5k 625.11
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PPL Corporation (PPL) 0.0 $918k 34k 27.10
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Fiserv (FI) 0.0 $899k -7% 6.8k 132.84
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Ametek (AME) 0.0 $877k 5.3k 164.89
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Exelon Corporation (EXC) 0.0 $870k -12% 24k 35.90
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $867k -4% 2.3k 376.92
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FedEx Corporation (FDX) 0.0 $862k -2% 3.4k 253.09
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Colgate-Palmolive Company (CL) 0.0 $858k -5% 11k 79.71
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $844k -24% 17k 49.44
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Occidental Petroleum Corporation (OXY) 0.0 $843k +3% 14k 59.71
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $832k +6% 3.3k 252.22
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Automatic Data Processing (ADP) 0.0 $830k -2% 3.6k 232.97
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Select Sector Spdr Tr Financial (XLF) 0.0 $827k 22k 37.60
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Alexandria Real Estate Equities (ARE) 0.0 $826k +6% 6.5k 126.77
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Prudential Financial (PRU) 0.0 $822k -4% 7.9k 103.71
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Starbucks Corporation (SBUX) 0.0 $820k -8% 8.5k 96.01
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Analog Devices (ADI) 0.0 $807k -2% 4.1k 198.56
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Ishares Tr Exponential Tech (XT) 0.0 $807k -14% 14k 59.87
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Lululemon Athletica (LULU) 0.0 $806k -3% 1.6k 511.27
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First Financial Corporation (THFF) 0.0 $795k 19k 43.03
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Farmers Natl Banc Corp (FMNB) 0.0 $793k -17% 55k 14.45
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $776k +110% 4.3k 179.97
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Uber Technologies (UBER) 0.0 $769k +48% 13k 61.57
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Proshares Tr Short S&p 500 Ne (SH) 0.0 $767k 59k 12.99
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Select Sector Spdr Tr Technology (XLK) 0.0 $767k 4.0k 192.50
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Danaher Corporation (DHR) 0.0 $763k -6% 3.3k 231.32
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $760k NEW 30k 24.96
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $759k -10% 9.6k 79.34
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A. O. Smith Corporation (AOS) 0.0 $757k 9.2k 82.44
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Vanguard World Fds Health Car Etf (VHT) 0.0 $741k -8% 3.0k 250.72
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Edwards Lifesciences (EW) 0.0 $734k 9.6k 76.25
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Marriott Intl Cl A (MAR) 0.0 $732k -11% 3.2k 225.49
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Past Filings by HBK Sorce Advisory

SEC 13F filings are viewable for HBK Sorce Advisory going back to 2011

View all past filings