Hudock, Inc. Portfolio Holdings

Hudock, Inc.

$578 Million
Q3 2024

Hudock, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $578 Million distributed in 167 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 $72.2M, Vanguard Intermediate Term Cor with a value of $38.4M, Ishares Core S&P Mid Cap ETF with a value of $33.9M, Ishares Core S&P Sm Cap ETF with a value of $32.6M, and Schwab Strategic Tr Us Dividen with a value of $30.5M.

Examining the 13F form we can see an increase of $42.3M in the current position value, from $535M to 578M.

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

Portfolio value $578 Million

ETFs: $464 Million

Financial Services: $35.4 Million

Technology: $22.8 Million

Healthcare: $13.5 Million

Industrials: $10.7 Million

Consumer Defensive: $7.82 Million

Energy: $7.03 Million

Communication Services: $5.03 Million

Other: $11.1 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$72.2 Million 12.5% of portfolio	125,232	Q3 2024 Added 0.34%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$38.4 Million 6.65% of portfolio	458,873	Q3 2024 Added 3.85%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$33.9 Million 5.86% of portfolio	543,435	Q3 2024 Added 1.13%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$32.6 Million 5.65% of portfolio	279,019	Q3 2024 Added 1.32%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$30.5 Million 5.28% of portfolio	360,690	Q3 2024 Added 0.45%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$26.7 Million 4.63% of portfolio	558,994	Q3 2024 Added 1.68%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$22.9 Million 3.97% of portfolio	451,867	Q3 2024 Added 67.49%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$20.8 Million 3.59% of portfolio	42,543	Q3 2024 Added 0.35%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$20.8 Million 3.59% of portfolio	204,971	Q3 2024 Reduced 1.51%
VEA Vanguard Ftse Developed Market ETFs	$0	$19.9 Million 3.45% of portfolio	377,214	Q3 2024 Added 0.89%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$18.9 Million 3.28% of portfolio	94,254	Q3 2024 Added 2.14%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$17.8 Million 3.08% of portfolio	134,920	Q3 2024 Reduced 0.37%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$17.5 Million 3.02% of portfolio	301,957	Q3 2024 Added 1.91%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$12.8 Million 2.21% of portfolio	286,524	Q3 2024 Reduced 0.85%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$585B	$11.3 Million 1.96% of portfolio	24,584	Q3 2024 Reduced 1.19%
IEF Ishares Barclays ETFs	$0	$10.4 Million 1.79% of portfolio	105,548	Q3 2024 Added 1.76%
MUB Ishares National Muni Bond ETF ETFs	$0	$9.22 Million 1.6% of portfolio	84,866	Q3 2024 Reduced -0.0%
AAPL Apple Inc. Technology	$4.09T	$8.24 Million 1.43% of portfolio	35,382	Q3 2024 Added 2.98%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$7.04 Million 1.22% of portfolio	13,347	Q3 2024 Added 1.45%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$5.7 Million 0.99% of portfolio	45,342	Q3 2024 Reduced 1.03%
MSFT Microsoft Corp Technology	$3.25T	$5.47 Million 0.95% of portfolio	12,704	Q3 2024 Added 1.19%
IOO Ishares Tr Global 100 ETF ETFs	$0	$5.3 Million 0.92% of portfolio	53,474	Q3 2024 Added 0.57%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$5.03 Million 0.87% of portfolio	115,781	Q3 2024 Added 4.16%
JPM Jpmorgan Chase & CO Financial Services	$697B	$4.76 Million 0.82% of portfolio	22,597	Q3 2024 Reduced 0.51%
DEW Wisdomtree Tr Global High Divi ETFs	$0	$3.69 Million 0.64% of portfolio	67,315	Q3 2024 Added 5.9%
CAT Caterpillar Inc Industrials	$193B	$3.72 Million 0.64% of portfolio	9,521	Q3 2024 Reduced 4.28%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$3.62 Million 0.63% of portfolio	14,743	Q3 2024 Reduced 2.01%
SPGP Invesco Exchange Traded Fd Tr ETFs	$0	$3.17 Million 0.55% of portfolio	30,326	Q3 2024 Added 3.01%
XOM Exxon Mobil Corp Energy	$441B	$3.1 Million 0.54% of portfolio	26,457	Q3 2024 Added 0.62%
BX Blackstone Inc. Financial Services	$121B	$3.06 Million 0.53% of portfolio	20,011	Q3 2024 Added 2.16%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$3.01 Million 0.52% of portfolio	7,104	Q3 2024 Reduced 0.34%
CVX Chevron Corp Energy	$280B	$2.88 Million 0.5% of portfolio	19,547	Q3 2024 Added 0.66%
MRK Merck & Co., Inc. Healthcare	$248B	$2.9 Million 0.5% of portfolio	25,523	Q3 2024 Reduced 4.87%
NVDA Nvidia Corp Technology	$336B	$2.86 Million 0.49% of portfolio	23,515	Q3 2024 Added 1.37%
VTV Vanguard Value ETF ETFs	$0	$2.7 Million 0.47% of portfolio	15,453	Q3 2024 Added 0.84%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.51 Million 0.43% of portfolio	30,144	Q3 2024 Reduced 37.49%
LLY Eli Lilly & CO Healthcare	$730B	$2.48 Million 0.43% of portfolio	2,797	Q3 2024 Added 0.83%
CZFS Citizens Financial Services Inc Financial Services	$263M	$2.39 Million 0.41% of portfolio	41,116	Q3 2024 Added 0.21%
PG Procter & Gamble CO Consumer Defensive	$398B	$2.35 Million 0.41% of portfolio	13,599	Q3 2024 Added 0.4%
JNJ Johnson & Johnson Healthcare	$378B	$2.17 Million 0.38% of portfolio	13,417	Q3 2024 Reduced 1.61%
AMGN Amgen Inc Healthcare	$141B	$2.07 Million 0.36% of portfolio	6,433	Q3 2024 Added 0.06%
PWOD Penns Woods Bancorp Inc Financial Services	$223M	$2.03 Million 0.35% of portfolio	85,326	Q3 2024 Reduced 1.75%
KO Coca Cola CO Consumer Defensive	$270B	$1.93 Million 0.33% of portfolio	26,912	Q3 2024 Reduced 0.44%
MTB M&T Bank Corp Financial Services	$32.8B	$1.85 Million 0.32% of portfolio	10,402	Q3 2024 Added 3.45%
VZ Verizon Communications Inc Communication Services	$168B	$1.84 Million 0.32% of portfolio	41,016	Q3 2024 Reduced 1.31%
PSLV Sprott Physical Silver Trust Financial Services	$0	$1.88 Million 0.32% of portfolio	179,435	Q4 2022 Added 3.16%
CSCO Cisco Systems, Inc. Technology	$240B	$1.56 Million 0.27% of portfolio	29,291	Q3 2024 Added 0.37%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.57 Million 0.27% of portfolio	10,225	Q3 2024 Reduced 0.98%
PFE Pfizer Inc Healthcare	$148B	$1.37 Million 0.24% of portfolio	47,249	Q3 2024 Reduced 3.22%
AMZN Amazon Com Inc Consumer Cyclical	$2.29T	$1.37 Million 0.24% of portfolio	7,367	Q3 2024 Added 2.4%

Summary

Portfolio
No. of Stocks 167
Current Value $578 Million
Prior Value $535 Million
Filing
Period Q3 2024
Filing Date October 23, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 7 stocks
Additional Purchases 89 stocks
Sold out of 0 stocks
Reduced holdings in 51 stocks

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