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CIK: 0001543536
Total reported value
$781.1M
$781.1M
166 檔
24.6%
As reported in its official Q2 2024 Form 13F filing, Hudock, Inc.'s tracked investment portfolio stood at $781.1M with 166 total positions.
During Q2 2024, Hudock, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VCIT, IJH) accounted for 24.6% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.73% | -0.08% | +3.25% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.59% | -0.63% | +15.19% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.86% | -0.06% | +2.68% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.48% | +0.04% | +2.34% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.21% | -0.08% | +0.97% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.49% | -0.19% | -1.81% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.79% | +0.51% | +564.60% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.77% | -0.38% | +0.49% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.45% | -0.11% | -0.46% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.39% | +0.46% | +751.37% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.22% | +0.13% | +1.01% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.01% | -0.05% | +3.63% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.54% | -0.24% | — | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.07% | -0.12% | +0.42% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | -0.15% | +4.94% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.81% | -0.19% | +1.74% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.69% | -0.03% | +26.42% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.35% | -0.01% | -0.24% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.01% | +20.94% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.08% | -0.19% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.01% | +0.01% | +1.48% | |
| 22 | IOO | Ishares Global 100 ETF | ETF-Other | 0.96% | +0.01% | +3.70% | |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.87% | -0.09% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | -0.08% | +0.10% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.73% | -0.07% | +0.49% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.73% | +0.57% | +23.66% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.04% | +0.24% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.25% | +1.80% | |
| 29 | DEW | Wisdomtree Global High Divid | ETF-Other | 0.59% | -0.05% | -0.51% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.12% | -2.00% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.07% | +7.11% | |
| 32 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.56% | — | +696.13% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | -0.01% | +906.86% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.52% | -0.01% | -0.34% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.06% | -3.78% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.01% | +0.76% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.45% | -0.04% | +606.35% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.04% | -2.97% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | -0.01% | -0.82% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | -0.02% | -2.15% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.04% | -2.71% | |
| 42 | CZFS | Citizens Financial Services | Stock-Other | 0.34% | +0.35% | +1.55% | |
| 43 | PENN | PENN Entertainment, Inc. | Stock-Consumer Disc | 0.33% | — | -0.38% | |
| 44 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.33% | — | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.01% | -2.39% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | -0.08% | -10.57% | |
| 47 | MTB | M & T Bank CORP | Stock-Financials | 0.28% | +0.06% | -12.50% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.28% | -0.01% | -1.75% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.02% | -1.60% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.06% | -2.89% |
According to official SEC Form 13F filings, Hudock, Inc. reported a total U.S. public equity portfolio value of $781.1M across 166 disclosed positions in Q2 2024.
During Q2 2024, Hudock, Inc.'s top holdings by market value included IVV (12.7%)、VCIT (6.6%)、IJH (5.9%). The largest single position, IVV, represented 12.7% of total portfolio value.
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In Q2 2024, Hudock, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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