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CIK: 0001543536
Total reported value
$781.1M
$781.1M
167 檔
26.6%
At the close of Q3 2024, Hudock, Inc. disclosed equity holdings valued at approximately $781.1M, spread across 167 reported holdings.
During Q3 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 26.6% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.48% | -0.08% | +0.34% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.64% | -0.63% | +3.85% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.85% | -0.06% | +1.13% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.64% | +0.04% | +1.32% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.27% | -0.08% | +0.45% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.62% | -0.19% | +1.68% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.96% | -0.24% | +67.49% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.59% | +0.51% | +0.35% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.59% | -0.38% | -1.51% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.44% | -0.11% | +0.89% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.27% | +0.46% | +2.14% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.07% | +0.13% | -0.37% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.02% | -0.05% | +1.91% | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.21% | -0.12% | -0.85% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.95% | -0.15% | -1.19% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.79% | -0.19% | +1.76% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.59% | -0.03% | -0.00% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.42% | -0.01% | +2.98% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.01% | +1.45% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.98% | +0.01% | -1.03% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.08% | +1.19% | |
| 22 | IOO | Ishares Global 100 ETF | ETF-Other | 0.92% | +0.01% | +0.57% | |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.87% | -0.09% | +4.16% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.08% | -0.51% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.25% | -4.28% | |
| 26 | DEW | Wisdomtree Global High Divid | ETF-Other | 0.64% | -0.05% | +5.90% | |
| 27 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.63% | +0.57% | -2.01% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.55% | — | +3.01% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.07% | +0.62% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 0.53% | -0.04% | +2.16% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.52% | -0.01% | -0.34% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.04% | -4.87% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.12% | +0.66% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | -0.01% | +1.37% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | -0.01% | +0.84% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.43% | -0.07% | -37.49% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.06% | +0.83% | |
| 38 | CZFS | Citizens Financial Services | Stock-Other | 0.42% | +0.35% | +0.21% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.04% | +0.40% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.04% | -1.61% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.36% | -0.02% | +0.06% | |
| 42 | PENN | PENN Entertainment, Inc. | Stock-Consumer Disc | 0.35% | — | -1.75% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.01% | -0.44% | |
| 44 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.32% | — | — | |
| 45 | MTB | M & T Bank CORP | Stock-Financials | 0.32% | +0.06% | +3.45% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | -0.08% | -1.31% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.27% | -0.01% | -0.98% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.06% | +0.37% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | -0.02% | +2.40% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.24% | -0.04% | -3.22% |
According to official SEC Form 13F filings, Hudock, Inc. reported a total U.S. public equity portfolio value of $781.1M across 167 disclosed positions in Q3 2024.
During Q3 2024, Hudock, Inc.'s top holdings by market value included IVV (12.5%)、VCIT (6.6%)、IJH (5.8%). The largest single position, IVV, represented 12.5% of total portfolio value.
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In Q3 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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