Hudock Moyer Wealth Resources
Latest statistics and disclosures from Hudock's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VCIT, IJR, IJH, SCHD, and represent 37.30% of Hudock's stock portfolio.
- Added to shares of these 10 stocks: VOO, SPGP, SHY, IVV, SCHD, COWZ, VCIT, SHYG, QQQM, SMH.
- Started 10 new stock positions in RSP, BIP, BK, DDOG, SPGP, BABA, CI, AXP, FELC, KBWP.
- Reduced shares in these 10 stocks: Wisdomtree Tr modrn tec plat, TACK, IBB, EFA, VWO, IHF, DOW, CSCO, VZ, IEI.
- Sold out of its positions in Ares Capital Corp convertible security, TACK, QCLN, EEM, EFA, IBB, IEI, IHF, Scworx Corp, Wisdomtree Tr modrn tec plat.
- Hudock was a net buyer of stock by $8.2M.
- Hudock has $466M in assets under management (AUM), dropping by 11.29%.
- Central Index Key (CIK): 0001543536
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Portfolio Holdings for Hudock
Hudock holds 153 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.5 | $58M | +3% | 122k | 477.63 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 6.7 | $31M | 387k | 81.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.2 | $29M | 269k | 108.25 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 6.2 | $29M | 105k | 277.15 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 5.6 | $26M | +4% | 344k | 76.13 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 5.2 | $24M | 245k | 99.25 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.7 | $22M | -4% | 534k | 41.10 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.8 | $18M | 371k | 47.90 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.5 | $17M | +2% | 98k | 168.54 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.5 | $16M | 40k | 409.53 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.1 | $14M | +8% | 277k | 51.99 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.0 | $14M | 161k | 88.36 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 3.0 | $14M | 136k | 104.10 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.1 | $9.8M | 102k | 96.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $8.5M | 24k | 356.67 |
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| Apple (AAPL) | 1.4 | $6.5M | 34k | 192.53 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $4.8M | -4% | 28k | 170.10 |
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| Microsoft Corporation (MSFT) | 1.0 | $4.7M | 13k | 376.05 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $4.6M | +439% | 11k | 436.84 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $4.5M | +2% | 43k | 105.23 |
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| Ishares Tr Global 100 Etf (IOO) | 0.9 | $4.0M | +2% | 50k | 80.52 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $3.7M | +128% | 45k | 82.04 |
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| Ishares Tr National Mun Etf (MUB) | 0.8 | $3.7M | +2% | 34k | 108.41 |
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| Wisdomtree Tr Glb High Div Fd (DEW) | 0.7 | $3.1M | 64k | 48.81 |
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| Caterpillar (CAT) | 0.6 | $2.9M | 9.8k | 295.70 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.6 | $2.7M | NEW | 28k | 98.04 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $2.7M | -4% | 7.3k | 376.91 |
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| Chevron Corporation (CVX) | 0.6 | $2.7M | 18k | 149.16 |
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| Merck & Co (MRK) | 0.6 | $2.6M | 24k | 109.02 |
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| Citizens Financial Services (CZFS) | 0.6 | $2.6M | 40k | 64.72 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $2.4M | 24k | 99.98 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $2.4M | -2% | 18k | 130.92 |
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| Procter & Gamble Company (PG) | 0.5 | $2.3M | -4% | 16k | 146.55 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $2.1M | +18% | 12k | 174.87 |
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| International Business Machines (IBM) | 0.5 | $2.1M | 13k | 163.56 |
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| Amgen (AMGN) | 0.4 | $2.0M | -2% | 6.9k | 288.03 |
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| Penns Woods Ban (PWOD) | 0.4 | $2.0M | 87k | 22.51 |
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| Intel Corporation (INTC) | 0.4 | $1.9M | -2% | 38k | 50.25 |
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| Verizon Communications (VZ) | 0.4 | $1.7M | -15% | 46k | 37.70 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.7M | 2.9k | 582.93 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $1.7M | +53% | 40k | 42.22 |
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| Cisco Systems (CSCO) | 0.3 | $1.6M | -18% | 32k | 50.52 |
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| M&T Bank Corporation (MTB) | 0.3 | $1.6M | 12k | 137.08 |
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| Pfizer (PFE) | 0.3 | $1.5M | 52k | 28.79 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.3 | $1.4M | 179k | 8.08 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.4M | -5% | 9.0k | 156.75 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.4M | +17% | 10k | 136.39 |
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| Dow (DOW) | 0.3 | $1.3M | -22% | 24k | 54.84 |
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| Pepsi (PEP) | 0.3 | $1.2M | 7.2k | 169.84 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.2M | -3% | 2.4k | 495.31 |
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| Amazon (AMZN) | 0.2 | $1.1M | 7.0k | 151.94 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $959k | +2% | 13k | 72.03 |
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| Coca-Cola Company (KO) | 0.2 | $944k | 16k | 58.93 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.2 | $944k | +24% | 3.3k | 286.25 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $865k | +25% | 7.9k | 109.38 |
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| Citizens & Northern Corporation (CZNC) | 0.2 | $831k | 37k | 22.43 |
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| Nextera Energy (NEE) | 0.2 | $814k | -3% | 13k | 60.74 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $788k | -5% | 1.7k | 453.40 |
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| 3M Company (MMM) | 0.2 | $786k | -3% | 7.2k | 109.32 |
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| McDonald's Corporation (MCD) | 0.2 | $770k | 2.6k | 296.55 |
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| Home Depot (HD) | 0.2 | $769k | -5% | 2.2k | 346.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $763k | 3.2k | 237.22 |
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| PPL Corporation (PPL) | 0.2 | $749k | -15% | 28k | 27.10 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $696k | 13k | 55.67 |
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| Wal-Mart Stores (WMT) | 0.1 | $660k | 4.2k | 157.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $644k | 4.6k | 139.69 |
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| Ea Series Trust Gadsdn Dyn Mlt (GDMA) | 0.1 | $631k | -29% | 21k | 30.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $615k | 3.2k | 191.22 |
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| Pacer Fds Tr Data And Infrast (SRVR) | 0.1 | $558k | +111% | 19k | 29.81 |
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| J P Morgan Exchange Traded F Betabldrs 1-5yr (BBSA) | 0.1 | $556k | 12k | 47.85 |
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| At&t (T) | 0.1 | $545k | -13% | 33k | 16.78 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $545k | -8% | 21k | 26.11 |
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| Honeywell International (HON) | 0.1 | $539k | 2.6k | 209.73 |
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| Hershey Company (HSY) | 0.1 | $509k | 2.7k | 186.49 |
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| Visa Com Cl A (V) | 0.1 | $509k | 2.0k | 260.42 |
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| Aon Shs Cl A (AON) | 0.1 | $504k | 1.7k | 291.16 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $498k | 1.0k | 484.20 |
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| Advanced Micro Devices (AMD) | 0.1 | $490k | 3.3k | 147.41 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $478k | +63% | 9.4k | 51.05 |
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| Bank of America Corporation (BAC) | 0.1 | $471k | 14k | 33.67 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $471k | 4.7k | 99.81 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $470k | 4.6k | 102.89 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $450k | +2% | 3.6k | 126.61 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $448k | 4.6k | 97.06 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $442k | -2% | 5.2k | 84.14 |
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| Air Products & Chemicals (APD) | 0.1 | $437k | -18% | 1.6k | 273.87 |
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| Union Pacific Corporation (UNP) | 0.1 | $437k | +50% | 1.8k | 245.65 |
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| Sofi Technologies (SOFI) | 0.1 | $436k | +11% | 44k | 9.95 |
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| Abbvie (ABBV) | 0.1 | $434k | +2% | 2.8k | 155.02 |
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| Wells Fargo & Company (WFC) | 0.1 | $431k | 8.8k | 49.22 |
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| Meta Platforms Cl A (META) | 0.1 | $427k | 1.2k | 353.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $425k | +27% | 894.00 | 475.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $422k | +3% | 3.0k | 140.93 |
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| Goldman Sachs (GS) | 0.1 | $419k | 1.1k | 386.02 |
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| Wec Energy Group (WEC) | 0.1 | $419k | 5.0k | 84.17 |
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| Waste Management (WM) | 0.1 | $416k | 2.3k | 179.17 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $416k | 19k | 21.78 |
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| Entergy Corporation (ETR) | 0.1 | $400k | 4.0k | 101.19 |
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| Morgan Stanley Com New (MS) | 0.1 | $394k | +13% | 4.2k | 93.26 |
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| Hecla Mining Company (HL) | 0.1 | $391k | 81k | 4.81 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $383k | 2.2k | 170.52 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $374k | -10% | 876.00 | 426.68 |
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| General Electric Com New (GE) | 0.1 | $369k | 2.9k | 127.66 |
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| Prudential Financial (PRU) | 0.1 | $364k | 3.5k | 103.74 |
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| Abbott Laboratories (ABT) | 0.1 | $357k | -2% | 3.2k | 110.09 |
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| Oracle Corporation (ORCL) | 0.1 | $353k | 3.3k | 105.43 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $343k | 6.1k | 56.40 |
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| Palo Alto Networks (PANW) | 0.1 | $342k | 1.2k | 294.88 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $340k | 3.4k | 99.04 |
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| PNC Financial Services (PNC) | 0.1 | $326k | 2.1k | 154.88 |
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| United Rentals (URI) | 0.1 | $324k | 565.00 | 573.50 |
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| Applied Materials (AMAT) | 0.1 | $320k | 2.0k | 162.15 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $319k | 3.7k | 85.56 |
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| Bristol Myers Squibb (BMY) | 0.1 | $318k | 6.2k | 51.31 |
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| Illinois Tool Works (ITW) | 0.1 | $316k | 1.2k | 262.09 |
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| Fidelity Covington Trust Enhanced Large (FELC) | 0.1 | $315k | NEW | 12k | 26.58 |
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| EQT Corporation (EQT) | 0.1 | $314k | 8.1k | 38.66 |
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| Cleveland-cliffs (CLF) | 0.1 | $309k | 15k | 20.42 |
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| Public Service Enterprise (PEG) | 0.1 | $302k | 4.9k | 61.15 |
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| Dominion Resources (D) | 0.1 | $297k | 6.3k | 47.00 |
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| Boeing Company (BA) | 0.1 | $288k | 1.1k | 260.85 |
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| Rockwell Automation (ROK) | 0.1 | $281k | 905.00 | 310.57 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $275k | 2.7k | 100.53 |
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| Evergy (EVRG) | 0.1 | $273k | 5.2k | 52.20 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $270k | 4.8k | 56.65 |
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| Pimco Municipal Income Fund (PMF) | 0.1 | $267k | +6% | 29k | 9.33 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $266k | 3.2k | 82.98 |
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| ConocoPhillips (COP) | 0.1 | $262k | 2.3k | 116.08 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $259k | 487.00 | 531.37 |
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| Philip Morris International (PM) | 0.1 | $259k | 2.7k | 94.09 |
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| A. O. Smith Corporation (AOS) | 0.1 | $255k | 3.1k | 82.47 |
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| Colgate-Palmolive Company (CL) | 0.1 | $254k | 3.2k | 79.73 |
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| Progressive Corporation (PGR) | 0.1 | $254k | 1.6k | 159.29 |
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| Tesla Motors (TSLA) | 0.1 | $250k | -5% | 1.0k | 248.48 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $249k | 3.7k | 67.35 |
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| Datadog Cl A Com (DDOG) | 0.1 | $248k | NEW | 2.0k | 121.38 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $248k | -4% | 2.2k | 114.01 |
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| Walt Disney Company (DIS) | 0.1 | $245k | 2.7k | 90.31 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $245k | 3.6k | 68.31 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $244k | 3.8k | 64.49 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $242k | 1.1k | 227.29 |
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| Corning Incorporated (GLW) | 0.0 | $232k | 7.6k | 30.45 |
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| Welltower Inc Com reit (WELL) | 0.0 | $226k | 2.5k | 90.20 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $220k | NEW | 2.8k | 77.51 |
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| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $220k | -3% | 4.3k | 51.27 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $212k | NEW | 6.7k | 31.49 |
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| American Express Company (AXP) | 0.0 | $212k | NEW | 1.1k | 187.34 |
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| United Parcel Service CL B (UPS) | 0.0 | $210k | 1.3k | 157.27 |
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| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.0 | $209k | NEW | 2.3k | 90.51 |
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| Cigna Corp (CI) | 0.0 | $208k | NEW | 693.00 | 299.57 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $207k | NEW | 4.0k | 52.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $201k | NEW | 1.3k | 157.88 |
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| DNP Select Income Fund (DNP) | 0.0 | $197k | -16% | 23k | 8.48 |
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Past Filings by Hudock
SEC 13F filings are viewable for Hudock going back to 2012
- 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
- Hudock 2020 Q1 filed April 27, 2020