Hudock, Inc. Portfolio Holdings

Hudock, Inc.

$571 Million
Q4 2024

Hudock, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $571 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $73.2M, Vanguard Intermediate Term Cor with a value of $37M, Ishares Core S&P Mid Cap ETF with a value of $33.8M, Ishares Core S&P Sm Cap ETF with a value of $32.3M, and Schwab Strategic Tr Us Dividen with a value of $29.5M.

Examining the 13F form we can see an decrease of $6.53M in the current position value, from $578M to 571M.

Below you can find more details about Hudock, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $571 Million

ETFs: $456 Million

Financial Services: $37.5 Million

Technology: $26.7 Million

Healthcare: $11.6 Million

Industrials: $10 Million

Consumer Defensive: $7.87 Million

Energy: $6.8 Million

Communication Services: $5.2 Million

Other: $9.98 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$73.2 Million 12.81% of portfolio	124,362	Q4 2024 Reduced 0.69%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$37 Million 6.48% of portfolio	461,030	Q4 2024 Added 0.47%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$33.8 Million 5.91% of portfolio	542,261	Q4 2024 Reduced 0.22%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$32.3 Million 5.65% of portfolio	280,031	Q4 2024 Added 0.36%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$29.5 Million 5.16% of portfolio	1,079,201	Q4 2024 Added 199.2%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$24.8 Million 4.34% of portfolio	563,266	Q4 2024 Added 0.76%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$21.6 Million 3.78% of portfolio	42,284	Q4 2024 Reduced 0.61%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$21.1 Million 3.7% of portfolio	419,700	Q4 2024 Reduced 7.12%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$19.8 Million 3.47% of portfolio	94,198	Q4 2024 Reduced 0.06%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$19.4 Million 3.4% of portfolio	200,683	Q4 2024 Reduced 2.09%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$18.6 Million 3.26% of portfolio	133,702	Q4 2024 Reduced 0.9%
VEA Vanguard Ftse Developed Market ETFs	$0	$18.3 Million 3.2% of portfolio	381,904	Q4 2024 Added 1.24%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$17 Million 2.98% of portfolio	301,539	Q4 2024 Reduced 0.14%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$11.6 Million 2.03% of portfolio	284,861	Q4 2024 Reduced 0.58%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$611B	$10.9 Million 1.9% of portfolio	23,977	Q4 2024 Reduced 2.47%
IEF Ishares Barclays ETFs	$0	$9.53 Million 1.67% of portfolio	103,037	Q4 2024 Reduced 2.38%
MUB Ishares National Muni Bond ETF ETFs	$0	$9.1 Million 1.59% of portfolio	85,384	Q4 2024 Added 0.61%
AAPL Apple Inc. Technology	$3.85T	$8.71 Million 1.52% of portfolio	34,780	Q4 2024 Reduced 1.7%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$7.21 Million 1.26% of portfolio	13,380	Q4 2024 Added 0.25%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$5.51 Million 0.96% of portfolio	42,867	Q4 2024 Reduced 5.46%
IOO Ishares Tr Global 100 ETF ETFs	$0	$5.44 Million 0.95% of portfolio	54,018	Q4 2024 Added 1.02%
JPM Jpmorgan Chase & CO Financial Services	$782B	$5.28 Million 0.92% of portfolio	22,029	Q4 2024 Reduced 2.51%
MSFT Microsoft Corp Technology	$3.3T	$5.26 Million 0.92% of portfolio	12,478	Q4 2024 Reduced 1.78%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$5.01 Million 0.88% of portfolio	117,487	Q4 2024 Added 1.47%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$3.57 Million 0.63% of portfolio	14,756	Q4 2024 Added 0.09%
DEW Wisdomtree Tr Global High Divi ETFs	$0	$3.51 Million 0.61% of portfolio	67,126	Q4 2024 Reduced 0.28%
BX Blackstone Inc. Financial Services	$131B	$3.42 Million 0.6% of portfolio	19,840	Q4 2024 Reduced 0.85%
CAT Caterpillar Inc Industrials	$208B	$3.38 Million 0.59% of portfolio	9,311	Q4 2024 Reduced 2.21%
SPGP Invesco Exchange Traded Fd Tr ETFs	$0	$3.22 Million 0.56% of portfolio	30,744	Q4 2024 Added 1.38%
NVDA Nvidia Corp Technology	$308B	$3.15 Million 0.55% of portfolio	23,476	Q4 2024 Reduced 0.17%
XOM Exxon Mobil Corp Energy	$453B	$2.85 Million 0.5% of portfolio	26,511	Q4 2024 Added 0.2%
CVX Chevron Corp Energy	$305B	$2.84 Million 0.5% of portfolio	19,574	Q4 2024 Added 0.14%
PG Procter & Gamble CO Consumer Defensive	$394B	$2.83 Million 0.5% of portfolio	16,894	Q4 2024 Added 24.23%
IBM International Business Machines Corp Technology	$205B	$2.74 Million 0.48% of portfolio	12,458	Q4 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$2.61 Million 0.46% of portfolio	6,123	Q4 2024 Reduced 13.81%
VTV Vanguard Value ETF ETFs	$0	$2.62 Million 0.46% of portfolio	15,476	Q4 2024 Added 0.15%
CZFS Citizens Financial Services Inc Financial Services	$250M	$2.57 Million 0.45% of portfolio	40,542	Q4 2024 Reduced 1.4%
MRK Merck & Co., Inc. Healthcare	$249B	$2.49 Million 0.44% of portfolio	25,002	Q4 2024 Reduced 2.04%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.47 Million 0.43% of portfolio	30,127	Q4 2024 Reduced 0.06%
PWOD Penns Woods Bancorp Inc Financial Services	$214M	$2.32 Million 0.41% of portfolio	76,437	Q4 2024 Reduced 10.42%
LLY Eli Lilly & CO Healthcare	$764B	$2.35 Million 0.41% of portfolio	3,046	Q4 2024 Added 8.9%
MTB M&T Bank Corp Financial Services	$34.5B	$1.95 Million 0.34% of portfolio	10,381	Q4 2024 Reduced 0.2%
JNJ Johnson & Johnson Healthcare	$395B	$1.94 Million 0.34% of portfolio	13,389	Q4 2024 Reduced 0.21%
PSLV Sprott Physical Silver Trust Financial Services	$0	$1.73 Million 0.3% of portfolio	179,435	Q4 2022 Added 3.16%
CSCO Cisco Systems, Inc. Technology	$245B	$1.72 Million 0.3% of portfolio	29,077	Q4 2024 Reduced 0.73%
KO Coca Cola CO Consumer Defensive	$272B	$1.68 Million 0.29% of portfolio	26,907	Q4 2024 Reduced 0.02%
AMGN Amgen Inc Healthcare	$151B	$1.67 Million 0.29% of portfolio	6,417	Q4 2024 Reduced 0.25%
AMZN Amazon Com Inc Consumer Cyclical	$2.42T	$1.62 Million 0.28% of portfolio	7,367	Q3 2024 Added 2.4%
VZ Verizon Communications Inc Communication Services	$169B	$1.55 Million 0.27% of portfolio	38,754	Q4 2024 Reduced 5.51%
GS Goldman Sachs Group Inc Financial Services	$218B	$1.54 Million 0.27% of portfolio	2,693	Q4 2024 Added 0.22%

Summary

Portfolio
No. of Stocks 175
Current Value $571 Million
Prior Value $578 Million
Filing
Period Q4 2024
Filing Date January 29, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 15 stocks
Additional Purchases 75 stocks
Sold out of 0 stocks
Reduced holdings in 60 stocks

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