HBK Sorce Advisory LLC
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationerie, PA
- CIK0001379995
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
625 | $3.99B | SCHX, VCRB, VEA, DFVX | RESTATEMENT | Oct 16, 2025 | 000137999525000010 | ||
595 | $3.70B | SCHX, VCRB, VEA, DFVX | 13F-HR | Aug 4, 2025 | 000137999525000006 | ||
596 | $3.41B | SCHX, VCRB, VEA, DFVX | 13F-HR | Apr 23, 2025 | 000137999525000004 | ||
579 | $3.32B | SCHX, VCRB, VEA, DFVX | 13F-HR | Feb 10, 2025 | 000137999525000002 | ||
583 | $3.28B | SCHX, VCRB, VEA, DFVX | 13F-HR | Nov 12, 2024 | 000137999524000007 | ||
567 | $2.86B | SCHX, VEA, DFCF, DFVX | 13F-HR | Aug 8, 2024 | 000137999524000005 | ||
602 | $2.83B | SCHX, VEA, DFCF, DFVX | 13F-HR | May 9, 2024 | 000137999524000003 | ||
567 | $2.59B | SCHX, VEA, DFCF, DFVX | 13F-HR | Jan 25, 2024 | 000137999524000002 | ||
564 | $2.27B | SCHX, VEA, DFCF, OMFL | 13F-HR | Nov 6, 2023 | 000137999523000006 | ||
583 | $2.37B | SCHX, VEA, DFCF, OMFL | 13F-HR | Aug 4, 2023 | 000137999523000004 | ||
587 | $2.20B | SCHX, VEA, DFCF, OMFL | RESTATEMENT | Aug 15, 2023 | 000137999523000005 | ||
799 | $3.72M | SCHX, VEA, OMFL, VONG | 13F-HR | Feb 9, 2023 | 000137999523000002 | ||
604 | $1.49B | SCHX, OMFL, DWM, VONG | 13F-HR | Nov 14, 2022 | 000137999522000005 | ||
467 | $1.36B | SCHX, OMFL, DWM, VONG | 13F-HR | Aug 15, 2022 | 000137999522000004 | ||
553 | $1.83B | SCHX, OMFL, VONG, DWM | 13F-HR | May 13, 2022 | 000137999522000003 | ||
595 | $1.98B | SCHX, EFAV, OMFL, VONG | 13F-HR | Feb 15, 2022 | 000137999522000002 | ||
588 | $1.81B | SCHX, EFAV, OMFL, SCHB | 13F-HR | Nov 15, 2021 | 000137999521000005 | ||
590 | $1.81B | SCHX, SCHB, EFAV, OMFL | 13F-HR | Aug 12, 2021 | 000137999521000004 | ||
543 | $1.68B | SCHX, SCHB, EFAV, OMFL | 13F-HR | May 14, 2021 | 000137999521000003 | ||
498 | $1.62B | SCHX, LMBS, SCHB, EFAV | 13F-HR | Feb 12, 2021 | 000137999521000002 | ||
451 | $1.41B | SCHX, LMBS, SCHB, EFAV | 13F-HR | Nov 13, 2020 | 000137999520000005 | ||
436 | $1.35B | SCHX, LMBS, EFAV, SCHB | 13F-HR | Aug 14, 2020 | 000137999520000004 | ||
394 | $1.03B | SCHX, LMBS, EFAV, SCHB | 13F-HR | May 15, 2020 | 000137999520000003 | ||
438 | $1.15B | SCHX, EFAV, SCHM, LMBS | 13F-HR | Feb 13, 2020 | 000137999520000001 | ||
408 | $1.05B | SCHX, EFAV, SCHM, LMBS | 13F-HR | Nov 14, 2019 | 000137999519000011 | ||
412 | $1.04B | SCHX, EFAV, SCHM, LMBS | RESTATEMENT | Aug 15, 2019 | 000137999519000007 | ||
432 | $1.00B | SCHX, SCHM, EFAV, SCHF | 13F-HR | May 13, 2019 | 000137999519000005 | ||
382 | $874.93M | SCHX, SCHF, SCHM, IJR | 13F-HR | Feb 14, 2019 | 000137999519000004 | ||
401 | $887.06M | SCHX, SCHF, SCHM, IJR | 13F-HR | Nov 15, 2018 | 000137999518000007 | ||
389 | $868.51M | SCHX, SCHF, SCHM, IJR | 13F-HR | Aug 10, 2018 | 000137999518000005 | ||
379 | $797.09M | SCHX, SCHF, SCHM, IJR | 13F-HR | May 15, 2018 | 000137999518000004 | ||
390 | $847.68M | SCHX, SCHF, SCHM, IJR | 13F-HR | Feb 15, 2018 | 000137999518000003 | ||
318 | $662.30M | SCHX, SCHF, SCHM, VTI | 13F-HR | Nov 14, 2017 | 000137999517000006 | ||
302 | $623.71M | SCHX, SCHF, SCHM, VTI | 13F-HR | Aug 14, 2017 | 000137999517000005 | ||
294 | $589.61M | SCHX, SCHF, SCHM, VTI | 13F-HR | May 15, 2017 | 000137999517000004 | ||
290 | $553.32M | SCHX, SCHF, SCHM, VTI | 13F-HR | Feb 14, 2017 | 000137999517000003 | ||
283 | $503.15M | SCHX, SCHF, SCHM, VTI | RESTATEMENT | Nov 15, 2016 | 000137999516000015 | ||
272 | $467.40M | SCHX, SCHF, SCHA, VTI | 13F-HR | Aug 12, 2016 | 000137999516000011 | ||
246 | $424.50M | SCHX, SCHF, SCHA, VTI | 13F-HR | May 16, 2016 | 000137999516000010 | ||
217 | $382.78M | SCHX, SCHF, SCHA, GAL | 13F-HR | Feb 12, 2016 | 000137999516000009 | ||
194 | $308.11M | SCHX, SCHF, SCHA, AMJ | 13F-HR | Nov 12, 2015 | 000137999515000005 | ||
188 | $294.14M | SCHX, SCHA, SCHF, AMJ | 13F-HR | Aug 13, 2015 | 000137999515000004 | ||
189 | $293.47M | SCHX, SCHA, SCHF, AMJ | 13F-HR | May 12, 2015 | 000137999515000003 | ||
194 | $290.19M | SCHX, SCHA, SCHF, AMJ | 13F-HR | Feb 13, 2015 | 000137999515000002 | ||
184 | $276.72M | AMJ, SCHX, SCHA, SCHF | 13F-HR | Nov 14, 2014 | 000137999514000006 | ||
194 | $288.09M | AMJ, SCHX, SCHA, SCHF | 13F-HR | Aug 6, 2014 | 000137999514000004 | ||
189 | $273.91M | AMJ, SCHX, SCHA, SCHF | 13F-HR | May 14, 2014 | 000137999514000002 | ||
180 | $277.92M | AMJ, SCHA, SCHX, IWB | 13F-HR | Feb 12, 2014 | 000137999514000001 |