Hudock Moyer Wealth Resources
Latest statistics and disclosures from Hudock's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, VCIT, IJR, SCHD, and represent 40.67% of Hudock's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$25M), XLRE (+$11M), MUB, VTV, VWO, SCHD, JNJ, IYH, KO, GS.
- Started 10 new stock positions in XLRE, ALL, VXUS, VTV, QMOM, MPC, LRCX, IHI, MDT, NVO.
- Reduced shares in these 10 stocks: QQQM (-$16M), QQQ (-$15M), VNQ (-$13M), AGG, SPGP, BX, SHYG, DOW, JPM, INTC.
- Sold out of its positions in GDMA, BK, BHP, BA, CI, CLF, DDOG, DOW, EVRG, FELC. GE, PKW, RSP, KBWP, SHYG, BBSA, LH, SRVR, RTX, SOFI, TSLA, WBA, AON, BIP.
- Hudock was a net seller of stock by $-13M.
- Hudock has $454M in assets under management (AUM), dropping by -2.67%.
- Central Index Key (CIK): 0001543536
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Portfolio Holdings for Hudock
Hudock holds 139 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 14.0 | $64M | 121k | 525.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 7.0 | $32M | +400% | 523k | 60.74 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 6.8 | $31M | 384k | 80.51 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.6 | $30M | 269k | 110.52 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.3 | $29M | +3% | 356k | 80.63 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.2 | $23M | +4% | 560k | 41.77 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.5 | $20M | -15% | 207k | 97.94 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.2 | $19M | 376k | 50.17 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.7 | $17M | +3% | 286k | 58.11 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 3.5 | $16M | 134k | 117.21 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 2.5 | $11M | NEW | 288k | 39.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $10M | 24k | 420.53 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.1 | $9.7M | 102k | 94.66 |
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| Ishares Tr National Mun Etf (MUB) | 1.6 | $7.2M | +99% | 67k | 107.60 |
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| Apple (AAPL) | 1.3 | $5.9M | 34k | 171.48 |
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| Microsoft Corporation (MSFT) | 1.2 | $5.3M | 13k | 420.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $5.2M | +3% | 11k | 480.74 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.1 | $5.2M | +6% | 45k | 115.30 |
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| Ishares Tr Global 100 Etf (IOO) | 1.0 | $4.6M | +2% | 51k | 89.41 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $4.5M | -19% | 23k | 200.31 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $3.9M | +7% | 48k | 81.78 |
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| Caterpillar (CAT) | 0.8 | $3.6M | 9.8k | 366.44 |
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| Merck & Co (MRK) | 0.8 | $3.5M | +10% | 27k | 131.95 |
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| Wisdomtree Tr Glb High Div Fd (DEW) | 0.7 | $3.2M | 64k | 50.86 |
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| Chevron Corporation (CVX) | 0.7 | $3.1M | +8% | 20k | 157.75 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.9M | 25k | 116.24 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $2.8M | 7.2k | 397.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.8M | -83% | 6.4k | 444.05 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $2.7M | 12k | 224.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.5M | NEW | 15k | 162.87 |
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| International Business Machines (IBM) | 0.5 | $2.4M | -2% | 13k | 190.97 |
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| Procter & Gamble Company (PG) | 0.5 | $2.3M | -11% | 14k | 162.25 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.2M | 2.9k | 778.23 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.2M | +56% | 14k | 158.19 |
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| NVIDIA Corporation (NVDA) | 0.5 | $2.1M | -2% | 2.3k | 903.75 |
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| Citizens Financial Services (CZFS) | 0.4 | $2.0M | 40k | 49.20 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $2.0M | -88% | 11k | 182.69 |
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| Verizon Communications (VZ) | 0.4 | $2.0M | 47k | 41.96 |
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| Amgen (AMGN) | 0.4 | $1.9M | -4% | 6.6k | 284.36 |
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| Coca-Cola Company (KO) | 0.4 | $1.7M | +72% | 28k | 61.18 |
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| Penns Woods Ban (PWOD) | 0.4 | $1.7M | 87k | 19.41 |
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| M&T Bank Corporation (MTB) | 0.4 | $1.7M | 12k | 145.44 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.6M | +5% | 11k | 147.73 |
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| Cisco Systems (CSCO) | 0.3 | $1.5M | -5% | 30k | 49.91 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.3 | $1.5M | 179k | 8.29 |
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| Pfizer (PFE) | 0.3 | $1.4M | -5% | 49k | 27.75 |
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| Amazon (AMZN) | 0.3 | $1.3M | +4% | 7.3k | 180.38 |
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| Pepsi (PEP) | 0.3 | $1.3M | 7.2k | 175.02 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $1.2M | +16% | 16k | 76.36 |
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| Goldman Sachs (GS) | 0.3 | $1.1M | +153% | 2.8k | 417.78 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | +31% | 4.2k | 259.93 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.1M | -92% | 12k | 86.49 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.2 | $1.0M | +390% | 16k | 61.90 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $933k | 7.8k | 119.52 |
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| 3M Company (MMM) | 0.2 | $917k | +20% | 8.6k | 106.08 |
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| Home Depot (HD) | 0.2 | $872k | +2% | 2.3k | 383.74 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $801k | 1.8k | 455.02 |
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| PPL Corporation (PPL) | 0.2 | $799k | +4% | 29k | 27.53 |
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| Nextera Energy (NEE) | 0.2 | $777k | -9% | 12k | 63.91 |
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| Wal-Mart Stores (WMT) | 0.2 | $758k | +200% | 13k | 60.17 |
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| McDonald's Corporation (MCD) | 0.2 | $734k | 2.6k | 282.03 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $703k | -7% | 12k | 61.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $696k | 4.6k | 150.93 |
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| Citizens & Northern Corporation (CZNC) | 0.2 | $682k | 36k | 18.78 |
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| Meta Platforms Cl A (META) | 0.1 | $666k | +13% | 1.4k | 485.79 |
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| Intel Corporation (INTC) | 0.1 | $657k | -60% | 15k | 44.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $630k | -4% | 3.1k | 205.78 |
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| At&t (T) | 0.1 | $616k | +7% | 35k | 17.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $592k | +29% | 3.9k | 152.26 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $541k | 1.0k | 524.39 |
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| Bank of America Corporation (BAC) | 0.1 | $538k | 14k | 37.92 |
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| Hershey Company (HSY) | 0.1 | $533k | 2.7k | 194.52 |
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| Advanced Micro Devices (AMD) | 0.1 | $532k | -11% | 2.9k | 180.49 |
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| Honeywell International (HON) | 0.1 | $529k | 2.6k | 205.25 |
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| Visa Com Cl A (V) | 0.1 | $525k | -3% | 1.9k | 279.14 |
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| Wells Fargo & Company (WFC) | 0.1 | $508k | 8.8k | 57.96 |
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| Waste Management (WM) | 0.1 | $496k | 2.3k | 213.17 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $487k | -3% | 4.4k | 110.52 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $476k | 910.00 | 523.26 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $473k | 9.4k | 50.60 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $472k | 4.7k | 100.55 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $462k | +3% | 4.8k | 96.72 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $460k | 3.5k | 131.95 |
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| Prudential Financial (PRU) | 0.1 | $458k | +11% | 3.9k | 117.40 |
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| Union Pacific Corporation (UNP) | 0.1 | $439k | 1.8k | 245.96 |
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| Palo Alto Networks (PANW) | 0.1 | $437k | +32% | 1.5k | 284.13 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $428k | 19k | 22.75 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $422k | 877.00 | 481.68 |
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| Oracle Corporation (ORCL) | 0.1 | $421k | 3.3k | 125.64 |
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| Entergy Corporation (ETR) | 0.1 | $418k | 4.0k | 105.68 |
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| Morgan Stanley Com New (MS) | 0.1 | $418k | +4% | 4.4k | 94.17 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $415k | NEW | 3.2k | 128.40 |
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| Applied Materials (AMAT) | 0.1 | $412k | 2.0k | 206.23 |
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| Wec Energy Group (WEC) | 0.1 | $409k | 5.0k | 82.12 |
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| United Rentals (URI) | 0.1 | $408k | 566.00 | 721.56 |
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| Abbvie (ABBV) | 0.1 | $404k | -20% | 2.2k | 182.16 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $394k | -86% | 3.7k | 106.50 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $392k | 2.3k | 174.23 |
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| Hecla Mining Company (HL) | 0.1 | $392k | 81k | 4.81 |
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| Air Products & Chemicals (APD) | 0.1 | $387k | 1.6k | 242.33 |
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| Abbott Laboratories (ABT) | 0.1 | $369k | 3.2k | 113.69 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $364k | -84% | 2.8k | 131.38 |
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| PNC Financial Services (PNC) | 0.1 | $341k | 2.1k | 161.67 |
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| Walt Disney Company (DIS) | 0.1 | $340k | +2% | 2.8k | 122.37 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $340k | -9% | 5.5k | 62.07 |
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| Public Service Enterprise (PEG) | 0.1 | $330k | 4.9k | 66.78 |
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| Progressive Corporation (PGR) | 0.1 | $327k | 1.6k | 206.83 |
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| Illinois Tool Works (ITW) | 0.1 | $324k | 1.2k | 268.49 |
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| ConocoPhillips (COP) | 0.1 | $307k | +6% | 2.4k | 127.31 |
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| Dominion Resources (D) | 0.1 | $301k | -3% | 6.1k | 49.20 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $300k | -13% | 3.2k | 92.89 |
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| Bristol Myers Squibb (BMY) | 0.1 | $293k | -12% | 5.4k | 54.23 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $289k | -2% | 3.1k | 92.73 |
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| Colgate-Palmolive Company (CL) | 0.1 | $287k | 3.2k | 90.06 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $283k | 487.00 | 581.85 |
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| A. O. Smith Corporation (AOS) | 0.1 | $278k | 3.1k | 89.47 |
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| Pimco Municipal Income Fund (PMF) | 0.1 | $274k | +2% | 29k | 9.33 |
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| Corning Incorporated (GLW) | 0.1 | $268k | +6% | 8.1k | 32.96 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $265k | -3% | 2.1k | 125.97 |
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| Rockwell Automation (ROK) | 0.1 | $264k | 906.00 | 291.49 |
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| American Express Company (AXP) | 0.1 | $258k | 1.1k | 227.69 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $252k | -8% | 4.4k | 57.93 |
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| Philip Morris International (PM) | 0.1 | $252k | 2.7k | 91.64 |
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| EQT Corporation (EQT) | 0.1 | $239k | -20% | 6.4k | 37.07 |
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| Lam Research Corporation (LRCX) | 0.1 | $236k | NEW | 243.00 | 972.71 |
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| Welltower Inc Com reit (WELL) | 0.1 | $235k | 2.5k | 93.45 |
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| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.1 | $231k | 4.3k | 53.96 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $228k | NEW | 3.8k | 60.31 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $226k | -24% | 2.1k | 109.22 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $223k | +8% | 3.1k | 72.37 |
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| United Parcel Service CL B (UPS) | 0.0 | $218k | +10% | 1.5k | 148.65 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $217k | -13% | 3.2k | 67.75 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $215k | NEW | 3.7k | 58.59 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $212k | -16% | 3.2k | 67.35 |
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| DNP Select Income Fund (DNP) | 0.0 | $211k | 23k | 9.07 |
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| Medtronic SHS (MDT) | 0.0 | $209k | NEW | 2.4k | 87.17 |
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| Ea Series Trust Us Quan Momentum (QMOM) | 0.0 | $209k | NEW | 3.5k | 59.11 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $204k | NEW | 1.0k | 201.56 |
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| Allstate Corporation (ALL) | 0.0 | $202k | NEW | 1.2k | 173.10 |
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Past Filings by Hudock
SEC 13F filings are viewable for Hudock going back to 2012
- Hudock 2024 Q1 filed May 2, 2024
- Hudock 2023 Q4 filed Jan. 22, 2024
- Hudock 2023 Q3 filed Nov. 6, 2023
- Hudock 2023 Q2 filed July 31, 2023
- Hudock 2023 Q1 filed May 8, 2023
- Hudock 2022 Q4 filed Feb. 8, 2023
- Hudock 2022 Q3 filed Nov. 2, 2022
- Hudock 2022 Q2 filed Aug. 2, 2022
- Hudock 2022 Q1 filed May 2, 2022
- Hudock 2021 Q4 filed Jan. 19, 2022
- Hudock 2021 Q3 filed Nov. 9, 2021
- Hudock 2021 Q2 filed Aug. 9, 2021
- Hudock 2021 Q1 filed April 26, 2021
- Hudock 2020 Q4 filed Feb. 5, 2021
- Hudock 2020 Q3 filed Oct. 23, 2020
- Hudock 2020 Q2 filed Aug. 11, 2020