Skip to main content

Hudock, Inc.

SEC CIK
0001543536
Latest filing
Jul 31, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 8, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
151
+7 vs. Q4 2022
Portfolio value
$407.3M
+$114.8M (+39.2%) vs. Q4 2022
Filed
May 8, 2023
SEC
Holdings of Hudock, Inc. in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF117,513$48.3M11.9%+48,129+69.4%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF385,213$30.9M7.6%+293,593+320.4%Added–
iShares Core S&P Mid-Cap ETF464287507ETF103,573$25.9M6.4%+120+0.1%Added–
iShares Core S&P Small Cap ETF464287804ETF260,687$25.2M6.2%+6,957+2.7%Added–
Schwab US Dividend Equity ETF808524797ETF318,592$23.3M5.7%+158,656+99.2%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF540,245$21.8M5.4%+37,132+7.4%Added–
Vanguard Ftse Developed Markets ETF921943858ETF359,559$16.2M4.0%+92,742+34.8%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF158,030$15.7M3.9%+96,180+155.5%Added–
Invesco Nasdaq 100 ETF46138G649ETF102,755$13.6M3.3%+77,621+308.8%Added–
Invesco QQQ Trust Series I46090E103ETF40,998$13.2M3.2%−3,856−8.6%Reduced–
Vanguard Real Estate ETF922908553ETF156,509$13.0M3.2%+17,584+12.7%Added–
iShares Core S&P U.S. Growth ETF464287671ETF136,958$12.2M3.0%+136,958New–
Pacer US Cash Cows 100 ETF69374H881ETF257,869$12.1M3.0%+20,037+8.4%Added–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF202,328$9.12M2.2%−5,451−2.6%Reduced–
BRK.BBerkshire Hathaway IncStock22,918$7.08M1.7%+15,899+226.5%AddedHistory
AAPLApple Inc.Stock32,556$5.37M1.3%−1,188−3.5%ReducedHistory
JPMJPMorgan Chase & CoStock29,666$3.87M0.9%+4,805+19.3%AddedHistory
iShares Tr464287150CORE S&P TTL STK41,531$3.76M0.9%+2,376+6.1%Added–
MSFTMicrosoft CorpStock12,647$3.65M0.9%−253−2.0%ReducedHistory
iShares Tr464287572GLOBAL 100 ETF49,982$3.50M0.9%+49,982New–
CZFSCitizens Financial Services IncCOM39,992$3.34M0.8%−782−1.9%ReducedHistory
CVXChevron CorpStock17,833$2.91M0.7%−2,256−11.2%ReducedHistory
Alpha Architect ETF Tr02072L870GADSDN DYN MLT98,480$2.90M0.7%−7,011−6.6%Reduced–
WisdomTree Tr97717W877GLB HIGH DIV FD61,245$2.87M0.7%+61,245New–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 17,948$2.64M0.6%−772−8.9%ReducedHistory
MRKMerck & Co., Inc.Stock24,235$2.58M0.6%−9,529−28.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM22,022$2.41M0.6%−896−3.9%ReducedHistory
CATCaterpillar IncStock9,754$2.23M0.5%−298−3.0%ReducedHistory
VZVerizon Communications IncStock56,685$2.20M0.5%+53+0.1%AddedHistory
CSCOCisco Systems, Inc.Stock40,723$2.13M0.5%+14,226+53.7%AddedHistory
PWODPenns Woods Bancorp IncCOM92,066$2.13M0.5%+233+0.3%AddedHistory
PFEPfizer IncStock51,506$2.10M0.5%+373+0.7%AddedHistory
WisdomTree Tr97717Y717GROWTH LEADERS70,518$2.06M0.5%+70,518New–
BXBlackstone Inc.COM20,132$1.77M0.4%−1,635−7.5%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD20,816$1.71M0.4%+1,338+6.9%Added–
AMGNAmgen IncStock7,016$1.70M0.4%−871−11.0%ReducedHistory
DOWDow Inc.Stock30,392$1.67M0.4%−16−0.1%ReducedHistory
PGProcter & Gamble CoStock10,655$1.58M0.4%−284−2.6%ReducedHistory
IBMInternational Business Machines CorpStock11,483$1.51M0.4%−3,141−21.5%ReducedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER179,435$1.50M0.4%00.0%UnchangedHistory
J P Morgan Exchange-Traded F46641Q258BETABLDRS 1-5YR30,736$1.47M0.4%+30,736New–
VanEck Semiconductor ETF92189F676ETF5,317$1.40M0.3%+5,317New–
JNJJohnson & JohnsonStock8,453$1.31M0.3%+186+2.2%AddedHistory
INTCIntel CorpStock39,475$1.29M0.3%+772+2.0%AddedHistory
MTBM&T Bank CorpCOM10,673$1.28M0.3%−1,835−14.7%ReducedHistory
PEPPepsiCo IncStock6,782$1.24M0.3%+111+1.7%AddedHistory
iShares MSCI Eafe ETF464287465ETF16,280$1.16M0.3%+16,280New–
NEENextera Energy IncStock13,984$1.08M0.3%−153−1.1%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD10,859$1.08M0.3%−1,043−8.8%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,211$1.06M0.3%+6,013+273.6%Added–
PPLPPL CorpCOM37,618$1.05M0.3%−640−1.7%ReducedHistory
KOCoca Cola CoStock16,781$1.04M0.3%−12,722−43.1%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF13,545$1.01M0.2%+13,545New–
iShares Tr464287556ISHARES BIOTECH7,455$963.0K0.2%−1,120−13.1%Reduced–
TAT&T Inc.Stock42,880$825.5K0.2%+522+1.2%AddedHistory
LMTLockheed Martin CorpStock1,730$817.8K0.2%+29+1.7%AddedHistory
iShares Tr46434V4070-5YR HI YL CP19,511$813.2K0.2%+19,511New–
MMM3M CoStock7,628$801.9K0.2%−1,220−13.8%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF7,345$791.4K0.2%−19,934−73.1%Reduced–
CZNCCitizens & Northern CorpCOM36,653$783.7K0.2%+535+1.5%AddedHistory
WBAWalgreens Boots Alliance, Inc.COM22,567$780.4K0.2%−3,860−14.6%ReducedHistory
iShares U.S. Healthcare Providers ETF464288828ETF3,117$770.6K0.2%+609+24.3%Added–
NVDANVIDIA CorpStock2,764$767.8K0.2%−157−5.4%ReducedHistory
iShares Tr464287762US HLTHCARE ETF2,791$762.2K0.2%−432−13.4%Reduced–
HDHome Depot, Inc.Stock2,519$743.4K0.2%+109+4.5%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF3,617$738.4K0.2%−8−0.2%Reduced–
AMZNAmazon Com IncStock6,835$706.0K0.2%−3,230−32.1%ReducedHistory
HSYHershey CoCOM2,612$664.7K0.2%+5+0.2%AddedHistory
WMTWalmart Inc.Stock4,243$625.7K0.2%+242+6.0%AddedHistory
GLDSPDR Gold TrustETF3,404$623.8K0.2%+629+22.7%AddedHistory
Vanguard World FD921910840MEGA CAP VAL ETF6,155$621.9K0.2%−72−1.2%Reduced–
Schwab U.S. Broad Market ETF808524102ETF12,935$618.9K0.2%+677+5.5%Added–
SPDR Index Shs FDS78463X541ST STR NAT ETF10,656$608.4K0.1%−236−2.2%Reduced–
MCDMcDonalds CorpStock2,174$607.9K0.1%+59+2.8%AddedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF5,901$585.7K0.1%−2,123−26.5%Reduced–
APDAir Products & Chemicals, Inc.Stock1,993$572.6K0.1%+8+0.4%AddedHistory
RTXRTX CorpStock5,782$566.3K0.1%−54−0.9%ReducedHistory
HONHoneywell International IncCOM2,709$517.8K0.1%+207+8.3%AddedHistory
GOOGLAlphabet Inc.Stock4,989$517.5K0.1%−1,530−23.5%ReducedHistory
HLHecla Mining CoCOM81,000$512.7K0.1%00.0%UnchangedHistory
WECWec Energy Group, Inc.Stock4,942$468.5K0.1%+20+0.4%AddedHistory
DUKDuke Energy CORPStock4,584$442.3K0.1%+9+0.2%AddedHistory
TXNTexas Instruments IncStock2,373$441.5K0.1%+65+2.8%AddedHistory
iShares Tr464288760US AER DEF ETF3,757$432.5K0.1%−195−4.9%Reduced–
LLYEli Lilly & CoStock1,257$431.9K0.1%+70+5.9%AddedHistory
SLViShares Silver TrustETF19,496$431.3K0.1%+314+1.6%AddedHistory
BMYBristol Myers Squibb CoStock6,171$427.7K0.1%+254+4.3%AddedHistory
ETREntergy CorpCOM3,931$423.6K0.1%+6+0.2%AddedHistory
Vanguard Total World Stock ETF922042742ETF4,595$423.2K0.1%−5,003−52.1%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF5,086$421.3K0.1%+487+10.6%Added–
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV4,777$406.4K0.1%−236−4.7%Reduced–
iShares Tr464287234MSCI EMG MKT ETF10,117$399.2K0.1%−669−6.2%Reduced–
Vanguard Information Technology ETF92204A702ETF1,029$396.9K0.1%−435−29.7%Reduced–
VVisa Inc.Stock1,757$396.2K0.1%−31−1.7%ReducedHistory
BACBank of America CorpStock13,523$386.8K0.1%−1,211−8.2%ReducedHistory
WMWaste Management IncStock2,361$385.4K0.1%+10+0.4%AddedHistory
GSGoldman Sachs Group IncStock1,157$378.7K0.1%00.0%UnchangedHistory
DDominion Energy, IncStock6,637$371.1K0.1%+6+0.1%AddedHistory
MAMastercard IncStock975$354.4K0.1%−39−3.8%ReducedHistory
MSMorgan StanleyStock3,919$344.2K0.1%−612−13.5%ReducedHistory

Sold out since Q4 2022 (12)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Hudock, Inc. sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
State Street Financial Select Sector SPDR ETF81369Y605ETF34,691$1.19M0.4%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF8,005$413.2K0.1%–
State Street Technology Select Sector SPDR ETF81369Y803ETF2,747$341.9K0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,595$273.7K0.1%–
CICigna GroupStock734$243.4K0.1%History
First Trust Rising Dividend Achievers ETF33738R506ETF5,147$226.1K0.1%–
ALLAllstate CorpStock1,572$213.2K0.1%History
Alps Clean Energy ETF00162Q460ETF4,661$212.1K0.1%–
SHELShell plcADR3,710$211.3K0.1%History
ORealty Income CorpREIT3,176$201.5K0.1%History
SGOLabrdn Gold ETF TrustETF10,105$176.5K0.1%History
ARK Blockchain & Fintech Innovation ETF00214Q708ETF11,677$166.6K0.1%–