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HBK Sorce Advisory LLC

Quarter-over-quarter position changes

634 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
Added922907712Mar 31, 2026+3,122,939+924%3,460,873$236.50Mhigh
Added922020748Mar 31, 2026+1,773,431+19%11,048,184$137.14Mhigh
Trimmed922907746Mar 31, 2026-474,026-72%188,849$23.82Mmedium
Added464287614Mar 31, 2026+105,228+305%139,702$13.00Mmedium
Added808524201Mar 31, 2026+404,274+1.2%34,883,439$11.72Mmedium
Added25434V641Mar 31, 2026+120,808+2.8%4,425,007$9.76Mmedium
Trimmed78468R721Mar 31, 2026-193,122-95%10,269$8.79Mmedium
Added922908736Mar 31, 2026+72,014+651%83,070$6.25Mmedium
Added25434V732Mar 31, 2026+131,004+4.2%3,249,517$5.35Mmedium
Added921943858Mar 31, 2026+53,796+0.7%7,820,433$3.81Mlow
AddedNVIDIA CorpMar 31, 2026+16,476+7.7%231,576$3.55Mlow
Added92206C870Mar 31, 2026+41,524+147%69,765$3.44Mlow
Added464287200Mar 31, 2026+4,245+27%19,816$3.15Mlow
Trimmed46138J619Mar 31, 2026-35,524-4.6%744,720$2.39Mlow
Added92206C771Mar 31, 2026+45,569+7.6%645,769$2.14Mlow
AddedAlphabet Inc.Mar 31, 2026+4,445+6.8%70,289$1.78Mlow
Added808524409Mar 31, 2026+48,261+17%336,596$1.58Mlow
Trimmed92206C680Mar 31, 2026-11,459-6.9%155,213$1.46Mlow
Added921908844Mar 31, 2026+5,133+6.3%86,583$1.17Mlow
TrimmedApple Inc.Mar 31, 2026-3,603-1.1%334,838$1.06Mlow
Added922908363Mar 31, 2026+1,405+1.8%79,279$952.6Klow
TrimmedWarren E. BuffettMar 31, 2026-1,902-7.0%25,404$905.2Klow
AddedMICROSOFT CORPMar 31, 2026+2,176+2.4%91,356$903.3Klow
AddedBroadcom Inc.Mar 31, 2026+1,926+6.4%31,941$828.2Klow
Trimmed45409B107Mar 31, 2026-22,657-41%32,273$818.6Klow
Exited464288414Mar 31, 2026-7,586-100%0$816.9Klow
AddedMICRON TECHNOLOGY INCMar 31, 2026+1,084+15%8,129$809.6Klow
Trimmed808524508Mar 31, 2026-23,224-6.6%327,046$806.8Klow
NewG0593M107Mar 31, 2026+4,017New4,017$734.5Klow
Trimmed46654Q203Mar 31, 2026-12,284-43%16,165$732.3Klow
TrimmedVistra Corp.Mar 31, 2026-4,914-17%24,027$725.9Klow
ExitedIonQ, Inc.Mar 31, 2026-20,732-100%0$725.4Klow
TrimmedCUMMINS INCMar 31, 2026-1,028-21%3,929$698.6Klow
Added808524102Mar 31, 2026+24,324+0.8%3,130,458$691.3Klow
Added464287481Mar 31, 2026+5,001+113%9,423$687.1Klow
NewGlobal X Artificial Intelligence & Technology ETFMar 31, 2026+11,013New11,013$686.2Klow
Added922042775Mar 31, 2026+8,030+141%13,739$668.8Klow
Added464287598Mar 31, 2026+2,847+7.4%41,258$665.9Klow
AddedBooking Holdings IncMar 31, 2026+3,791>1000%3,950$629.0Klow
Trimmed808524706Mar 31, 2026-15,971-2.0%792,488$587.9Klow
TrimmedEXXON MOBIL CORPMar 31, 2026-3,973-4.3%88,142$574.4Klow
NewCOHEN & STEERS INFRASTRUCTURE FUND INCUTFMar 31, 2026+21,255New21,255$573.7Klow
Added78462F103Mar 31, 2026+768+4.1%19,565$566.5Klow
AddedAST SpaceMobile, Inc.Mar 31, 2026+7,382+36%28,014$554.0Klow
Added92204A702Mar 31, 2026+4,727+678%5,424$531.5Klow
TrimmedGILEAD SCIENCES, INC.Mar 31, 2026-4,046-12%31,034$531.4Klow
AddedTesla IncMar 31, 2026+1,240+4.9%26,461$531.2Klow
Trimmed25434V872Mar 31, 2026-12,089-1.2%993,619$512.9Klow
Trimmed33739Q408Mar 31, 2026-7,919-2.3%330,959$474.0Klow
TrimmedAT&T INC.Mar 31, 2026-18,270-8.4%199,085$459.7Klow
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