Hudock, Inc. Top Holdings and 13F Report (2024)

About Hudock, Inc.

Investment Activity

  • Hudock, Inc. has $466.43 million in total holdings as of December 31, 2023.
  • Hudock, Inc. owns shares of 153 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 4.19% of the portfolio was purchased this quarter.
  • About 2.43% of the portfolio was sold this quarter.
  • This quarter, Hudock, Inc. has purchased 153 new stocks and bought additional shares in 76 stocks.
  • Hudock, Inc. sold shares of 56 stocks and completely divested from 10 stocks this quarter.

Largest New Holdings this Quarter

Invesco S&P 500 GARP ETF
$2,745,395 Holding
FIDELITY COVINGTON TRUST
$315,239 Holding
Datadog
$248,101 Holding
Alibaba Group
$220,361 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
8,596 shares (about $3.76M)
Invesco S&P 500 GARP ETF
28,002 shares (about $2.75M)
iShares 1-3 Year Treasury Bond ETF
25,125 shares (about $2.06M)
iShares Core S&P 500 ETF
3,800 shares (about $1.81M)
Schwab US Dividend Equity ETF
15,342 shares (about $1.17M)

Largest Sales this Quarter

Vanguard FTSE Emerging Markets ETF
23,001 shares (about $945.34K)
DOW
6,800 shares (about $372.93K)
Cisco Systems
7,378 shares (about $372.75K)
Verizon Communications
8,407 shares (about $316.95K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHudock, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$58,277,261$1,815,000 3.2%122,01312.5%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$31,449,640$593,182 1.9%386,9296.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$29,069,086$29,552 0.1%268,5366.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$28,952,898$21,064 -0.1%104,4666.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$26,219,280$1,167,988 4.7%344,4015.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$24,346,784$212,594 0.9%245,3075.2%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$21,937,035$945,343 -4.1%533,7474.7%ETF
Vanguard FTSE Developed Markets Index Fund ETF Shares stock logo
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
$17,772,976$249,368 1.4%371,0433.8%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$16,557,352$463,658 2.9%98,2393.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$16,238,544$27,438 -0.2%39,6523.5%Finance
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$14,395,655$1,165,671 8.8%276,8923.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$14,216,038$82,529 0.6%160,8873.0%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$14,132,382$124,504 0.9%135,7573.0%Manufacturing
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$9,847,912$89,450 0.9%102,1672.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,484,086$143,738 1.7%23,7871.8%Finance
Apple Inc. stock logo
AAPL
Apple
$6,530,481$25,992 0.4%33,9191.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,782,069$204,292 -4.1%28,1131.0%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$4,683,005$38,734 -0.8%12,4531.0%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,610,384$3,755,056 439.0%10,5541.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$4,475,675$95,234 2.2%42,5321.0%ETF
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$4,029,829$85,111 2.2%50,0470.9%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$3,662,262$2,061,299 128.8%44,6390.8%Manufacturing
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$3,652,845$90,091 2.5%33,6940.8%ETF
DEW
WisdomTree Global High Dividend Fund
$3,099,362$29,480 1.0%63,5020.7%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,888,063$2,661 0.1%9,7670.6%Industrial Products
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$2,745,395$2,745,395 New Holding28,0020.6%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,745,051$136,819 -4.7%7,2830.6%Finance
Chevron Co. stock logo
CVX
Chevron
$2,714,340$36,545 -1.3%18,1970.6%Oils/Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,641,144$15,590 0.6%24,2260.6%Medical
Citizens Financial Services, Inc. stock logo
CZFS
Citizens Financial Services
$2,614,813$9,385 -0.4%40,4010.6%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,416,024$33,193 1.4%24,1650.5%Oils/Energy
Blackstone Inc. stock logo
BX
Blackstone
$2,356,990$56,296 -2.3%18,0030.5%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,308,977$101,556 -4.2%15,7560.5%Consumer Staples
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$2,135,192$339,427 18.9%12,2100.5%Manufacturing
International Business Machines Co. stock logo
IBM
International Business Machines
$2,103,878$24,534 -1.2%12,8630.5%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,984,806$45,221 -2.2%6,8910.4%Medical
Penns Woods Bancorp, Inc. stock logo
PWOD
Penns Woods Bancorp
$1,959,383$3,196 -0.2%87,0450.4%Finance
Intel Co. stock logo
INTC
Intel
$1,910,986$57,537 -2.9%38,0290.4%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,744,877$316,945 -15.4%46,2830.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,693,424$22,734 -1.3%2,9050.4%Medical
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$1,678,903$584,502 53.4%39,7650.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,599,866$372,748 -18.9%31,6670.3%Computer and Technology
M&T Bank Co. stock logo
MTB
M&T Bank
$1,595,758$16,587 1.1%11,6410.3%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$1,500,128$4,463 -0.3%52,1050.3%Medical
SPROTT PHYSICAL SILVER TR
$1,449,8350.0%179,4350.3%TR UNIT
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,405,894$74,143 -5.0%8,9690.3%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,357,728$205,944 17.9%9,9550.3%ETF
Dow Inc. stock logo
DOW
DOW
$1,313,473$372,928 -22.1%23,9500.3%Basic Materials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,227,292$4,586 -0.4%7,2260.3%Consumer Staples
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,169,923$37,644 -3.1%2,3620.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,067,227$6,989 -0.7%7,0240.2%Retail/Wholesale
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$959,355$20,602 2.2%13,3180.2%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$944,067$766 -0.1%16,0200.2%Consumer Staples
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$943,482$188,639 25.0%3,2960.2%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$865,063$177,628 25.8%7,9090.2%ETF
Citizens & Northern Co. stock logo
CZNC
Citizens & Northern
$830,763$3,813 -0.5%37,0380.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$813,552$31,220 -3.7%13,3940.2%Utilities
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$788,001$46,700 -5.6%1,7380.2%Aerospace
3M stock logo
MMM
3M
$785,813$30,501 -3.7%7,1880.2%Multi-Sector Conglomerates
McDonald's Co. stock logo
MCD
McDonald's
$769,538$1,779 0.2%2,5950.2%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$769,168$44,022 -5.4%2,2190.2%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$763,389$237 0.0%3,2180.2%ETF
PPL Co. stock logo
PPL
PPL
$749,173$140,544 -15.8%27,6440.2%Utilities
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$695,773$1,447 0.2%12,4980.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$659,847$5,676 -0.9%4,1850.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$644,390$11,036 1.7%4,6130.1%Computer and Technology
GDMA
Alpha Architect Gadsden Dynamic Multi-Asset ETF
$630,935$263,800 -29.5%20,9610.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$614,970$2,486 -0.4%3,2160.1%Finance
Pacer Data & Infrastructure Real Estate ETF stock logo
SRVR
Pacer Data & Infrastructure Real Estate ETF
$558,026$293,963 111.3%18,7190.1%ETF
BBSA
JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
$556,426$1,244 -0.2%11,6280.1%ETF
AT&T Inc. stock logo
T
AT&T
$545,084$82,340 -13.1%32,4840.1%Computer and Technology
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$544,853$49,402 -8.3%20,8670.1%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$539,018$1,258 0.2%2,5700.1%Multi-Sector Conglomerates
The Hershey Company stock logo
HSY
Hershey
$509,295$1,492 0.3%2,7310.1%Consumer Staples
Visa Inc. stock logo
V
Visa
$508,855$5,208 1.0%1,9540.1%Business Services
Aon plc stock logo
AON
AON
$504,0050.0%1,7310.1%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$498,242$484 -0.1%1,0290.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$490,286$4,275 -0.9%3,3260.1%Computer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$477,459$184,918 63.2%9,3520.1%ETF
Bank of America Co. stock logo
BAC
Bank of America
$471,156$1,751 -0.4%13,9930.1%Finance
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$471,106$399 -0.1%4,7200.1%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$469,712$1,132 -0.2%4,5650.1%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$449,967$12,787 2.9%3,5540.1%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$447,717$873 0.2%4,6130.1%Utilities
RTX Co. stock logo
RTX
RTX
$441,492$12,705 -2.8%5,2470.1%Aerospace
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$437,368$101,331 -18.8%1,5970.1%Basic Materials
Union Pacific Co. stock logo
UNP
Union Pacific
$437,251$147,388 50.8%1,7800.1%Transportation
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$435,740$44,994 11.5%43,7930.1%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$434,222$10,542 2.5%2,8010.1%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$431,142$98 0.0%8,7590.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$427,2300.0%1,2070.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$425,300$92,291 27.7%8940.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$421,803$15,502 3.8%2,9930.1%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$419,222$1,158 0.3%1,0860.1%Finance
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$418,836$421 0.1%4,9760.1%Utilities
Waste Management, Inc. stock logo
WM
Waste Management
$416,220$179 0.0%2,3230.1%Business Services
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$415,454$2,265 -0.5%19,0750.1%ETF
Entergy Co. stock logo
ETR
Entergy
$399,910$607 0.2%3,9520.1%Utilities
Morgan Stanley stock logo
MS
Morgan Stanley
$394,028$48,309 14.0%4,2250.1%Finance
Hecla Mining stock logo
HL
Hecla Mining
$391,129$500 0.1%81,3150.1%Basic Materials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: