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 582 positions in its portfolio as reported in the June 2023 quarterly 13F filing

HBK Sorce Advisory has 582 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) 19.2 $453M -2% 8.7M 52.37
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.2 $264M +14% 5.7M 46.18
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Dimensional Etf Trust Core Fixed Incom (DFCF) 11.1 $264M +24% 6.3M 41.73
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 5.6 $132M +2% 2.7M 48.98
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.9 $69M 974k 70.76
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Apple (AAPL) 2.7 $65M 334k 193.97
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.3 $55M -3% 1.1M 51.70
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.1 $51M +7% 714k 71.03
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Microsoft Corporation (MSFT) 1.3 $31M 92k 340.54
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.9 $21M 445k 46.16
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $21M +2% 409k 50.22
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JPMorgan Chase & Co. (JPM) 0.9 $20M -6% 140k 145.44
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Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $20M 91k 220.28
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $19M 47k 407.28
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $15M +2% 611k 24.63
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Vanguard Specialized Funds Div App Etf (VIG) 0.6 $15M 91k 162.43
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.6 $14M -3% 161k 84.01
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $14M -2% 179k 75.08
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $13M 48k 275.18
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Global Payments (GPN) 0.5 $11M -3% 113k 98.52
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Comcast Corp Cl A (CMCSA) 0.5 $11M 267k 41.55
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $11M -2% 310k 35.65
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Johnson & Johnson (JNJ) 0.4 $11M 64k 165.52
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Procter & Gamble Company (PG) 0.4 $10M 67k 151.74
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Eli Lilly & Co. (LLY) 0.4 $10M 21k 468.99
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NVIDIA Corporation (NVDA) 0.4 $9.9M 23k 423.02
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Amazon (AMZN) 0.4 $9.8M 75k 130.36
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $9.7M 31k 308.58
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.4 $9.4M +11% 390k 24.17
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $9.3M +27% 21k 445.72
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Exxon Mobil Corporation (XOM) 0.4 $8.9M 83k 107.25
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $8.6M -7% 181k 47.67
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $8.6M +2% 25k 341.00
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $8.2M +23% 19k 443.28
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Lockheed Martin Corporation (LMT) 0.3 $8.1M +151% 18k 460.38
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $8.0M -2% 51k 157.83
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $8.0M -2% 134k 59.41
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $7.9M -2% 117k 67.09
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $7.8M -7% 32k 243.74
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $7.8M +5% 21k 369.42
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United Parcel Service CL B (UPS) 0.3 $7.6M -2% 43k 179.25
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $7.6M 76k 99.65
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $7.4M -2% 62k 119.70
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Thermo Fisher Scientific (TMO) 0.3 $7.3M -3% 14k 521.76
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UnitedHealth (UNH) 0.3 $7.1M -4% 15k 480.63
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $6.9M +2% 34k 202.72
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Wisdomtree Tr Intl Equity Fd (DWM) 0.3 $6.8M -35% 136k 50.03
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Alphabet Cap Stk Cl C (GOOG) 0.3 $6.5M 54k 120.97
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Prologis (PLD) 0.3 $6.5M 53k 122.63
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Chevron Corporation (CVX) 0.3 $6.5M -5% 41k 157.35
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $6.3M -4% 64k 97.84
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Visa Com Cl A (V) 0.3 $6.1M -6% 26k 237.48
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Merck & Co (MRK) 0.3 $6.0M -3% 52k 115.39
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Vanguard Index Fds Growth Etf (VUG) 0.2 $5.9M 21k 282.96
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $5.7M +2% 170k 33.77
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Tesla Motors (TSLA) 0.2 $5.7M 22k 261.77
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Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.2 $5.7M +34% 192k 29.83
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $5.6M 77k 72.62
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Pepsi (PEP) 0.2 $5.5M +2% 30k 185.22
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Meta Platforms Cl A (META) 0.2 $5.5M +2% 19k 286.97
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Home Depot (HD) 0.2 $5.3M +2% 17k 310.64
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Costco Wholesale Corporation (COST) 0.2 $5.0M 9.3k 538.39
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $4.9M -75% 35k 140.80
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $4.9M -4% 93k 52.11
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Raytheon Technologies Corp (RTX) 0.2 $4.8M -3% 49k 97.96
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Coca-Cola Company (KO) 0.2 $4.8M -2% 80k 60.22
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Pfizer (PFE) 0.2 $4.7M +14% 127k 36.68
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McDonald's Corporation (MCD) 0.2 $4.3M 15k 298.41
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Wal-Mart Stores (WMT) 0.2 $4.1M 26k 157.18
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $4.1M +13% 56k 73.03
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Ishares Tr Select Divid Etf (DVY) 0.2 $4.0M -6% 36k 113.30
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Parker-Hannifin Corporation (PH) 0.2 $4.0M -3% 10k 390.05
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Series Portfolios Tr Adaptiv Select (ADPV) 0.2 $3.9M -6% 158k 24.96
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AmerisourceBergen (ABC) 0.2 $3.9M -15% 21k 192.43
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Columbia Etf Tr I Diversifid Fxd (DIAL) 0.2 $3.9M -2% 223k 17.61
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Lowe's Companies (LOW) 0.2 $3.8M -2% 17k 225.71
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At&t (T) 0.2 $3.7M +14% 230k 15.95
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $3.6M 33k 109.84
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $3.5M +7% 48k 72.50
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Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.1 $3.5M +7% 131k 26.63
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Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) 0.1 $3.5M 248k 13.98
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SEI Investments Company (SEIC) 0.1 $3.4M 58k 59.62
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Qualcomm (QCOM) 0.1 $3.4M -5% 28k 119.04
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Cisco Systems (CSCO) 0.1 $3.3M 64k 51.74
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Constellation Brands Cl A (STZ) 0.1 $3.3M 13k 246.14
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Union Pacific Corporation (UNP) 0.1 $3.3M -2% 16k 204.62
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CVS Caremark Corporation (CVS) 0.1 $3.1M -11% 45k 69.13
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Mastercard Incorporated Cl A (MA) 0.1 $3.1M -2% 7.8k 393.31
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Philip Morris International (PM) 0.1 $3.1M -3% 31k 97.62
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Netflix (NFLX) 0.1 $3.1M 6.9k 440.49
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Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.1 $3.0M -17% 123k 24.65
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $3.0M 84k 35.37
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Mondelez Intl Cl A (MDLZ) 0.1 $3.0M 41k 72.95
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $2.9M -2% 175k 16.85
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $2.9M -4% 69k 42.79
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $2.9M -4% 53k 55.33
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BlackRock (BLK) 0.1 $2.9M -4% 4.2k 691.20
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Abbvie (ABBV) 0.1 $2.9M -12% 22k 134.73
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M&T Bank Corporation (MTB) 0.1 $2.9M +2% 24k 123.76
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Oracle Corporation (ORCL) 0.1 $2.9M -2% 24k 119.09
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Walt Disney Company (DIS) 0.1 $2.9M -19% 32k 89.28
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.9M 21k 138.38
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $2.9M -13% 43k 67.50
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.9M -7% 11k 261.48
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Erie Indty Cl A (ERIE) 0.1 $2.8M 13k 210.00
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.8M +20% 28k 97.95
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Marsh & McLennan Companies (MMC) 0.1 $2.7M 14k 188.08
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Target Corporation (TGT) 0.1 $2.6M -15% 20k 131.90
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Nextera Energy (NEE) 0.1 $2.6M -15% 36k 74.20
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Verizon Communications (VZ) 0.1 $2.6M 71k 37.19
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Amgen (AMGN) 0.1 $2.6M -6% 12k 222.02
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Bank of America Corporation (BAC) 0.1 $2.6M -3% 90k 28.69
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Adobe Systems Incorporated (ADBE) 0.1 $2.5M +2% 5.2k 488.99
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Nike CL B (NKE) 0.1 $2.5M -2% 23k 110.39
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PNC Financial Services (PNC) 0.1 $2.5M +2% 20k 125.95
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Zions Bancorporation (ZION) 0.1 $2.5M +56% 93k 26.86
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Vistra Energy (VST) 0.1 $2.5M 95k 26.25
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $2.5M -2% 218k 11.37
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Gilead Sciences (GILD) 0.1 $2.4M -7% 31k 77.07
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Broadcom (AVGO) 0.1 $2.4M 2.8k 867.33
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W.W. Grainger (GWW) 0.1 $2.4M -10% 3.0k 788.59
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Proshares Tr Short S&p 500 Ne (SH) 0.1 $2.4M 170k 13.88
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $2.3M -2% 54k 43.80
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Boeing Company (BA) 0.1 $2.3M 11k 211.16
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Ross Stores (ROST) 0.1 $2.3M 21k 112.13
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Broadridge Financial Solutions (BR) 0.1 $2.3M -7% 14k 165.63
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Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) 0.1 $2.2M -3% 105k 21.42
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Bristol Myers Squibb (BMY) 0.1 $2.2M -9% 35k 63.95
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Microchip Technology (MCHP) 0.1 $2.2M -10% 25k 89.59
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $2.2M +89% 47k 45.99
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International Business Machines (IBM) 0.1 $2.1M -8% 16k 133.81
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Caterpillar (CAT) 0.1 $2.1M -7% 8.5k 246.05
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Avery Dennison Corporation (AVY) 0.1 $2.0M -4% 12k 171.80
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Abbott Laboratories (ABT) 0.1 $2.0M +6% 19k 109.02
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $2.0M 62k 32.29
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South State Corporation (SSB) 0.1 $2.0M 30k 65.80
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Us Bancorp Del Com New (USB) 0.1 $2.0M -7% 59k 33.04
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Dollar General (DG) 0.1 $2.0M +14% 12k 169.78
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Phillips 66 (PSX) 0.1 $1.9M -5% 20k 95.38
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $1.9M -8% 39k 49.16
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General Electric Com New (GE) 0.1 $1.9M -5% 17k 109.85
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Medtronic SHS (MDT) 0.1 $1.9M 21k 88.10
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Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $1.9M +4% 32k 57.93
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Casella Waste Sys Cl A (CWST) 0.1 $1.9M 21k 90.45
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SYSCO Corporation (SYY) 0.1 $1.8M -12% 25k 74.20
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Honeywell International (HON) 0.1 $1.8M -4% 8.8k 207.51
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Deere & Company (DE) 0.1 $1.8M +2% 4.5k 405.22
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Intuitive Surgical Com New (ISRG) 0.1 $1.8M -5% 5.3k 341.94
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Xometry Class A Com (XMTR) 0.1 $1.8M 84k 21.18
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Kkr & Co (KKR) 0.1 $1.8M 32k 56.00
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Goldman Sachs (GS) 0.1 $1.8M 5.4k 322.57
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Spdr Gold Tr Gold Shs (GLD) 0.1 $1.8M +12% 9.8k 178.27
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Medpace Hldgs (MEDP) 0.1 $1.7M -17% 7.2k 240.15
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.7M +5% 16k 106.07
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ConocoPhillips (COP) 0.1 $1.7M 16k 103.61
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AFLAC Incorporated (AFL) 0.1 $1.7M +2% 24k 69.80
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General Dynamics Corporation (GD) 0.1 $1.6M 7.7k 215.16
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Synovus Finl Corp Com New (SNV) 0.1 $1.6M 52k 30.25
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $1.6M -10% 54k 28.79
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Carter's (CRI) 0.1 $1.5M +7% 21k 72.60
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American Express Company (AXP) 0.1 $1.5M 8.6k 174.19
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.5M +40% 9.3k 161.18
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S&p Global (SPGI) 0.1 $1.5M -2% 3.7k 400.91
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State Street Corporation (STT) 0.1 $1.5M -2% 20k 73.18
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Norfolk Southern (NSC) 0.1 $1.5M +11% 6.4k 226.76
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Charles Schwab Corporation (SCHW) 0.1 $1.5M NEW 26k 56.68
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $1.4M +8% 11k 128.83
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Intel Corporation (INTC) 0.1 $1.4M -15% 41k 33.44
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Advanced Micro Devices (AMD) 0.1 $1.4M -8% 12k 113.91
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MetLife (MET) 0.1 $1.3M -6% 24k 56.53
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ConAgra Foods (CAG) 0.1 $1.3M -6% 39k 33.72
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.3M -4% 6.8k 187.26
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Pinnacle West Capital Corporation (PNW) 0.1 $1.3M -4% 16k 81.46
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Apple Put Put Option (Principal) 0.1 $1.3M 6.5k 193.97
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Fidelity Covington Trust Int Vl Fct Etf (FIVA) 0.1 $1.2M 52k 23.29
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.2M 17k 70.48
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Smucker J M Com New (SJM) 0.0 $1.2M 8.0k 147.66
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.2M -42% 60k 19.53
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Altria (MO) 0.0 $1.2M +3% 26k 45.30
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $1.2M +2% 7.7k 149.64
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Zoetis Cl A (ZTS) 0.0 $1.2M -4% 6.7k 172.21
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Agnc Invt Corp Com reit (AGNC) 0.0 $1.1M 112k 10.13
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $1.1M -3% 43k 26.13
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.1M +4% 15k 74.95
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.1M -2% 17k 67.50
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Chipotle Mexican Grill (CMG) 0.0 $1.1M -3% 524.00 2139.00
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Exelon Corporation (EXC) 0.0 $1.1M -7% 27k 40.74
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $1.1M -3% 24k 45.41
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.1M +13% 27k 40.68
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.1M +52% 28k 39.56
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Ishares Tr National Mun Etf (MUB) 0.0 $1.1M +2% 10k 106.73
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NVR (NVR) 0.0 $1.1M NEW 172.00 6350.62
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR) 0.0 $1.1M +131% 35k 31.46
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Ford Motor Company (F) 0.0 $1.1M +6% 71k 15.13
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Paychex (PAYX) 0.0 $1.1M 9.6k 111.87
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Vanguard Index Fds Value Etf (VTV) 0.0 $1.1M +14% 7.5k 142.10
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National Fuel Gas (NFG) 0.0 $1.1M 21k 51.36
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Ishares Tr Core Total Usd (IUSB) 0.0 $1.0M +2% 23k 45.47
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Becton, Dickinson and (BDX) 0.0 $1.0M 3.9k 264.04
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $1.0M +116% 6.7k 152.26
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Waste Management (WM) 0.0 $1.0M 5.9k 173.42
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Duke Energy Corp Com New (DUK) 0.0 $1.0M +3% 11k 89.74
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Nxp Semiconductors N V (NXPI) 0.0 $1.0M 4.9k 204.69
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Sherwin-Williams Company (SHW) 0.0 $1000k 3.8k 265.53
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $993k +36% 11k 91.82
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TJX Companies (TJX) 0.0 $990k 12k 84.79
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Ishares Tr Exponential Tech (XT) 0.0 $986k -18% 18k 55.60
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Starbucks Corporation (SBUX) 0.0 $984k 9.9k 99.06
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Fiserv (FI) 0.0 $975k 7.7k 126.15
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Schlumberger Com Stk (SLB) 0.0 $957k -4% 20k 49.12
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Sun Life Financial (SLF) 0.0 $953k 18k 52.12
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Hershey Company (HSY) 0.0 $951k 3.8k 249.70
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The Trade Desk Com Cl A (TTD) 0.0 $938k -8% 12k 77.22
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Shell Spon Ads (SHEL) 0.0 $933k -3% 15k 60.38
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $919k -9% 4.2k 220.15
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Servicenow (NOW) 0.0 $904k -7% 1.6k 561.96
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Edwards Lifesciences (EW) 0.0 $898k 9.5k 94.33
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Colgate-Palmolive Company (CL) 0.0 $890k -8% 12k 77.04
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PPL Corporation (PPL) 0.0 $887k -19% 34k 26.46
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FedEx Corporation (FDX) 0.0 $883k 3.6k 248.03
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Applied Materials (AMAT) 0.0 $875k -4% 6.1k 144.54
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Fortinet (FTNT) 0.0 $875k +6% 12k 75.59
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Emerson Electric (EMR) 0.0 $873k 9.7k 90.39
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3M Company (MMM) 0.0 $870k -9% 8.7k 100.09
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Farmers Natl Banc Corp (FMNB) 0.0 $857k 69k 12.37
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Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $856k -35% 22k 39.83
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Danaher Corporation (DHR) 0.0 $849k +4% 3.5k 240.01
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Ametek (AME) 0.0 $848k 5.2k 161.88
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $847k +5% 4.3k 197.45
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salesforce (CRM) 0.0 $845k 4.0k 211.26
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $842k 1.8k 479.01
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Enterprise Products Partners (EPD) 0.0 $841k -32% 32k 26.35
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $841k +67% 7.6k 110.48
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $840k 2.4k 343.85
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Travelers Companies (TRV) 0.0 $836k -6% 4.8k 173.66
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $831k -12% 3.4k 242.69
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $829k +3% 11k 75.09
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American Electric Power Company (AEP) 0.0 $811k -3% 9.6k 84.20
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $809k -64% 11k 77.19
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Kimberly-Clark Corporation (KMB) 0.0 $809k 5.9k 138.06
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Analog Devices (ADI) 0.0 $804k 4.1k 194.83
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $803k 18k 44.14
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $800k +4% 1.8k 442.16
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $795k -2% 17k 46.16
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Wells Fargo & Company (WFC) 0.0 $782k +6% 18k 42.68
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Fifth Third Ban (FITB) 0.0 $781k 30k 26.21
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Blackstone Group Inc Com Cl A (BX) 0.0 $778k 8.4k 92.97
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Automatic Data Processing (ADP) 0.0 $765k 3.5k 219.76
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Vanguard World Fds Health Car Etf (VHT) 0.0 $761k 3.1k 244.81
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Service Corporation International (SCI) 0.0 $749k +55% 12k 64.59
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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