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

About Hudock, Inc.

Investment Activity

  • Hudock, Inc. has $453.99 million in total holdings as of March 31, 2024.
  • Hudock, Inc. owns shares of 139 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 11.93% of the portfolio was purchased this quarter.
  • About 14.83% of the portfolio was sold this quarter.
  • This quarter, Hudock, Inc. has purchased 153 new stocks and bought additional shares in 70 stocks.
  • Hudock, Inc. sold shares of 49 stocks and completely divested from 24 stocks this quarter.

Largest New Holdings this Quarter

Vanguard Value ETF
$2,477,087 Holding
Novo Nordisk A/S
$414,475 Holding
Lam Research
$236,369 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF
418,876 shares (about $25.44M)
Real Estate Select Sector SPDR Fund
287,772 shares (about $11.38M)
iShares National Muni Bond ETF
33,439 shares (about $3.60M)
Vanguard Value ETF
15,209 shares (about $2.48M)
Vanguard FTSE Emerging Markets ETF
26,142 shares (about $1.09M)

Largest Sales this Quarter

Invesco NASDAQ 100 ETF
87,400 shares (about $15.97M)
Invesco QQQ
33,273 shares (about $14.77M)
Vanguard Real Estate ETF
148,652 shares (about $12.86M)
iShares Core U.S. Aggregate Bond ETF
38,223 shares (about $3.74M)
Invesco S&P 500 GARP ETF
24,304 shares (about $2.59M)

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
$63,546,006$600,388 -0.9%120,87114.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$31,787,811$25,442,543 401.0%523,3427.0%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$30,881,617$270,112 -0.9%383,5746.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$29,741,632$62,996 0.2%269,1066.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$28,673,949$904,832 3.3%355,6236.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$23,386,571$1,091,952 4.9%559,8895.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$20,281,817$3,743,562 -15.6%207,0844.5%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$18,844,888$229,628 1.2%375,6204.2%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$16,614,381$524,153 3.3%285,9123.7%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$15,714,014$198,085 -1.2%134,0673.5%Manufacturing
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$11,375,663$11,375,663 New Holding287,7722.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,970,782$32,381 -0.3%23,7102.2%Finance
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$9,651,002$20,163 -0.2%101,9542.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$7,223,531$3,598,046 99.2%67,1331.6%ETF
Apple Inc. stock logo
AAPL
Apple
$5,905,744$89,172 1.5%34,4391.3%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$5,292,566$53,014 1.0%12,5791.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,229,491$155,760 3.1%10,8781.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$5,205,329$301,285 6.1%45,1451.1%ETF
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$4,584,437$109,707 2.5%51,2741.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,544,982$1,086,269 -19.3%22,6901.0%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$3,924,377$273,723 7.5%47,9860.9%Manufacturing
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,580,526$1,466 0.0%9,7710.8%Industrial Products
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,531,551$334,893 10.5%26,7640.8%Medical
DEW
WisdomTree Global High Dividend Fund
$3,249,670$19,937 0.6%63,8940.7%Finance
Chevron Co. stock logo
CVX
Chevron
$3,125,718$255,231 8.9%19,8150.7%Oils/Energy
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,853,553$44,521 1.6%24,5480.6%Oils/Energy
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,844,920$52,109 -1.8%7,1520.6%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,832,605$14,774,928 -83.9%6,3790.6%Finance
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$2,737,492$9,675 -0.4%12,1670.6%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,477,087$2,477,087 New Holding15,2090.5%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$2,397,267$59,201 -2.4%12,5530.5%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,264,910$291,571 -11.4%13,9590.5%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,243,625$17,121 -0.8%2,8830.5%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,217,355$798,545 56.3%14,0170.5%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,082,239$52,417 -2.5%2,3040.5%Computer and Technology
Citizens Financial Services, Inc. stock logo
CZFS
Citizens Financial Services
$1,987,7750.0%40,4010.4%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,980,193$15,967,236 -89.0%10,8390.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,950,045$7,973 0.4%46,4730.4%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,868,247$91,280 -4.7%6,5700.4%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,694,345$714,226 72.9%27,6940.4%Consumer Staples
Penns Woods Bancorp, Inc. stock logo
PWOD
Penns Woods Bancorp
$1,692,133$2,582 0.2%87,1780.4%Finance
M&T Bank Co. stock logo
MTB
M&T Bank
$1,671,262$21,816 -1.3%11,4910.4%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,552,680$81,992 5.6%10,5100.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,499,927$80,606 -5.1%30,0520.3%Computer and Technology
SPROTT PHYSICAL SILVER TR
$1,487,5160.0%179,4350.3%TR UNIT
Pfizer Inc. stock logo
PFE
Pfizer
$1,370,402$75,537 -5.2%49,3830.3%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,318,758$51,769 4.1%7,3110.3%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,266,062$1,400 0.1%7,2340.3%Consumer Staples
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,184,204$167,230 16.4%15,5080.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,148,896$695,187 153.2%2,7500.3%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,099,506$263,050 31.4%4,2300.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,058,164$12,856,412 -92.4%12,2350.2%ETF
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$1,001,094$797,062 390.7%16,1720.2%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$932,597$12,669 -1.3%7,8030.2%ETF
3M stock logo
MMM
3M
$916,604$154,129 20.2%8,6410.2%Multi-Sector Conglomerates
The Home Depot, Inc. stock logo
HD
Home Depot
$871,856$20,338 2.4%2,2720.2%Retail/Wholesale
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$800,842$10,011 1.3%1,7600.2%Aerospace
PPL Co. stock logo
PPL
PPL
$798,603$37,552 4.9%29,0080.2%Utilities
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$777,154$78,866 -9.2%12,1600.2%Utilities
Walmart Inc. stock logo
WMT
Walmart
$757,850$506,036 201.0%12,5950.2%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$734,135$2,256 0.3%2,6030.2%Retail/Wholesale
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$702,528$60,503 -7.9%11,5070.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$695,636$604 -0.1%4,6090.2%Computer and Technology
Citizens & Northern Co. stock logo
CZNC
Citizens & Northern
$682,189$13,390 -1.9%36,3250.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$666,016$79,669 13.6%1,3710.1%Computer and Technology
Intel Co. stock logo
INTC
Intel
$656,475$1,023,318 -60.9%14,8620.1%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$630,301$31,484 -4.8%3,0630.1%Finance
AT&T Inc. stock logo
T
AT&T
$616,034$44,300 7.7%35,0010.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$591,682$135,968 29.8%3,8860.1%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$541,167$1,573 0.3%1,0320.1%ETF
Bank of America Co. stock logo
BAC
Bank of America
$537,568$6,940 1.3%14,1760.1%Finance
The Hershey Company stock logo
HSY
Hershey
$532,998$1,751 0.3%2,7400.1%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$531,904$68,406 -11.4%2,9470.1%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$528,734$1,232 0.2%2,5760.1%Multi-Sector Conglomerates
Visa Inc. stock logo
V
Visa
$525,060$20,377 -3.7%1,8810.1%Business Services
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$507,771$58 0.0%8,7600.1%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$495,609$426 0.1%2,3250.1%Business Services
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$486,850$17,684 -3.5%4,4050.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$476,167$8,372 1.8%9100.1%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$473,2500.0%9,3520.1%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$471,762$2,815 -0.6%4,6920.1%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$462,400$16,248 3.6%4,7810.1%Utilities
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$460,106$8,841 -1.9%3,4870.1%ETF
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$457,639$45,670 11.1%3,8980.1%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$439,033$1,230 0.3%1,7850.1%Transportation
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$437,276$107,969 32.8%1,5390.1%Computer and Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$427,837$6,120 -1.4%18,8060.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$422,432$482 0.1%8770.1%Business Services
Oracle Co. stock logo
ORCL
Oracle
$420,757$126 0.0%3,3490.1%Computer and Technology
Entergy Co. stock logo
ETR
Entergy
$418,286$634 0.2%3,9580.1%Utilities
Morgan Stanley stock logo
MS
Morgan Stanley
$417,471$19,588 4.9%4,4330.1%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$414,475$414,475 New Holding3,2280.1%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$411,643$4,125 1.0%1,9960.1%Computer and Technology
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$409,045$411 0.1%4,9810.1%Utilities
United Rentals, Inc. stock logo
URI
United Rentals
$408,404$722 0.2%5660.1%Construction
AbbVie Inc. stock logo
ABBV
AbbVie
$404,390$105,834 -20.7%2,2200.1%Medical
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$393,845$2,588,429 -86.8%3,6980.1%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$392,371$1,045 0.3%2,2520.1%Computer and Technology
Hecla Mining stock logo
HL
Hecla Mining
$391,686$558 0.1%81,4310.1%Basic Materials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$387,0020.0%1,5970.1%Basic Materials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: