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CIK: 0001543536
Total reported value
$781.1M
$781.1M
183 檔
26.8%
The Q2 2025 SEC filing reveals that Hudock, Inc. held a total portfolio value of $781.1M, covering 183 public equity positions.
During Q2 2025, 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 26.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.44% | -0.08% | +0.40% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.38% | -0.63% | -0.03% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.18% | -0.06% | -4.16% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.86% | -0.19% | +7.69% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.82% | +0.04% | -2.81% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.32% | -0.08% | -2.64% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.17% | +0.51% | +11.54% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.79% | +0.46% | +8.20% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.63% | -0.11% | -1.51% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.46% | +0.13% | +11.64% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.44% | -0.38% | +1.64% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.10% | -0.24% | -3.07% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.45% | -0.05% | -6.94% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.96% | -0.15% | +4.31% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.94% | -0.12% | -1.80% | |
| 16 | IOO | Ishares Global 100 ETF | ETF-Other | 1.78% | +0.01% | +31.86% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.72% | -0.19% | -0.98% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.63% | -0.03% | -0.24% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.01% | +4.74% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.14% | +0.57% | +42.64% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.14% | -0.01% | -0.42% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.08% | +0.14% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.08% | +0.83% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.98% | +0.01% | +5.26% | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.90% | -0.09% | +3.59% | |
| 26 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.76% | — | +19.42% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | -0.01% | +4.31% | |
| 28 | DEW | Wisdomtree Global High Divid | ETF-Other | 0.62% | -0.05% | -0.18% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | -0.01% | +0.31% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 0.55% | -0.04% | +12.55% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.25% | +0.07% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.04% | -0.25% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.12% | +1.71% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.07% | +0.03% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.40% | -0.01% | +0.48% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.39% | -0.07% | -6.73% | |
| 37 | CZFS | Citizens Financial Services | Stock-Other | 0.39% | +0.35% | +1.21% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.04% | -3.50% | |
| 39 | PENN | PENN Entertainment, Inc. | Stock-Consumer Disc | 0.37% | — | -1.40% | |
| 40 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.35% | — | — | |
| 41 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.35% | — | — | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.06% | -11.14% | |
| 43 | MTB | M & T Bank CORP | Stock-Financials | 0.35% | +0.06% | +4.41% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.04% | -1.23% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.02% | +3.65% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.01% | +0.63% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.30% | -0.06% | -9.88% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.06% | +0.84% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.08% | +0.60% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.26% | -0.02% | +0.76% |
According to official SEC Form 13F filings, Hudock, Inc. reported a total U.S. public equity portfolio value of $781.1M across 183 disclosed positions in Q2 2025.
During Q2 2025, Hudock, Inc.'s top holdings by market value included IVV (12.4%)、VCIT (6.4%)、IJH (5.2%). The largest single position, IVV, represented 12.4% of total portfolio value.
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In Q2 2025, 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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