13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001543536
Total reported value
$781.1M
$781.1M
177 檔
25.5%
According to the latest 13F quarterly dataset, Hudock, Inc. managed an equity portfolio of $781.1M at the end of Q1 2025, spanning 177 distinct U.S. exchange-listed positions.
In Q1 2025, Hudock, Inc. displayed an active expansion posture, initiating 177 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.20% | -0.08% | -0.16% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.84% | -0.63% | +3.82% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.53% | -0.06% | +0.02% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.17% | +0.04% | +0.87% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.09% | -0.08% | -3.46% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.49% | -0.19% | +0.67% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.67% | -0.38% | +5.77% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.58% | -0.11% | +5.33% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.48% | -0.24% | -6.39% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.45% | +0.51% | -0.42% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.24% | +0.46% | +1.94% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.85% | -0.05% | -1.31% | |
| 13 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.85% | +0.13% | -4.12% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.24% | -0.15% | +0.31% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.17% | -0.12% | +3.98% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.88% | -0.19% | +9.42% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.79% | -0.03% | +13.95% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.35% | -0.01% | -0.31% | |
| 19 | IOO | Ishares Global 100 ETF | ETF-Other | 1.31% | +0.01% | +44.40% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.01% | -0.35% | |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.94% | -0.09% | +7.17% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.08% | -1.14% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.92% | +0.01% | +0.18% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.08% | +0.85% | |
| 25 | DEW | Wisdomtree Global High Divid | ETF-Other | 0.66% | -0.05% | +0.84% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.66% | +0.57% | +21.03% | |
| 27 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.64% | — | +19.03% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.04% | +3.95% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.12% | -10.73% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.01% | +14.45% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | -0.01% | -6.90% | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.49% | -0.04% | +1.93% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.07% | -11.33% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.04% | +22.90% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.25% | -11.79% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.07% | +5.40% | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.46% | — | +1084.43% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.06% | +2.89% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | -0.01% | -7.27% | |
| 40 | CZFS | Citizens Financial Services | Stock-Other | 0.41% | +0.35% | +0.21% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.04% | +2.37% | |
| 42 | PENN | PENN Entertainment, Inc. | Stock-Consumer Disc | 0.37% | — | +0.38% | |
| 43 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.36% | — | — | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.35% | -0.06% | +44.76% | |
| 45 | MTB | M & T Bank CORP | Stock-Financials | 0.33% | +0.06% | +2.78% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.01% | -1.34% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.31% | -0.02% | -9.96% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | -0.08% | +2.19% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.29% | +0.06% | -8.11% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | -0.02% | +16.89% |
According to official SEC Form 13F filings, Hudock, Inc. reported a total U.S. public equity portfolio value of $781.1M across 177 disclosed positions in Q1 2025.
During Q1 2025, Hudock, Inc.'s top holdings by market value included IVV (12.2%)、VCIT (6.8%)、IJH (5.5%). The largest single position, IVV, represented 12.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VCIT, IJH) accounted for 25.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $69.8M
In Q1 2025, Hudock, Inc. made 177 total portfolio adjustments, initiating 177 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.