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Livermore
Livermore
ZHEN

Hudock, Inc.

SEC CIK
0001543536
Latest filing
Jul 31, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 2, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
139
−14 vs. Q4 2023
Portfolio value
$454.0M
−$12.4M (−2.7%) vs. Q4 2023
Filed
May 2, 2024
SEC
Holdings of Hudock, Inc. in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF120,871$63.5M14.0%−1,142−0.9%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF523,342$31.8M7.0%00.0%UnchangedConverted for a 5-for-1 split–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF383,574$30.9M6.8%−3,355−0.9%Reduced–
iShares Core S&P Small Cap ETF464287804ETF269,106$29.7M6.6%+570+0.2%Added–
Schwab US Dividend Equity ETF808524797ETF355,623$28.7M6.3%+11,222+3.3%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF559,889$23.4M5.2%+26,142+4.9%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF207,084$20.3M4.5%−38,223−15.6%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF375,620$18.8M4.2%+4,577+1.2%Added–
Pacer US Cash Cows 100 ETF69374H881ETF285,912$16.6M3.7%+9,020+3.3%Added–
iShares Core S&P U.S. Growth ETF464287671ETF134,067$15.7M3.5%−1,690−1.2%Reduced–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF287,772$11.4M2.5%+287,772New–
BRK.BBerkshire Hathaway IncStock23,710$9.97M2.2%−77−0.3%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD101,954$9.65M2.1%−213−0.2%Reduced–
iShares Tr464288414NATIONAL MUN ETF67,133$7.22M1.6%+33,439+99.2%Added–
AAPLApple Inc.Stock34,439$5.91M1.3%+520+1.5%AddedHistory
MSFTMicrosoft CorpStock12,579$5.29M1.2%+126+1.0%AddedHistory
Vanguard S&P 500 ETF922908363ETF10,878$5.23M1.2%+324+3.1%Added–
iShares Tr464287150CORE S&P TTL STK45,145$5.21M1.1%+2,613+6.1%Added–
iShares Tr464287572GLOBAL 100 ETF51,274$4.58M1.0%+1,227+2.5%Added–
JPMJPMorgan Chase & CoStock22,690$4.54M1.0%−5,423−19.3%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD47,986$3.92M0.9%+3,347+7.5%Added–
CATCaterpillar IncStock9,771$3.58M0.8%+40.0%AddedHistory
MRKMerck & Co., Inc.Stock26,764$3.53M0.8%+2,538+10.5%AddedHistory
WisdomTree Tr97717W877GLB HIGH DIV FD63,894$3.25M0.7%+392+0.6%Added–
CVXChevron CorpStock19,815$3.13M0.7%+1,618+8.9%AddedHistory
XOMExxonMobil Holdings CorpCOM24,548$2.85M0.6%+383+1.6%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 17,152$2.84M0.6%−131−1.8%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF6,379$2.83M0.6%−33,273−83.9%Reduced–
VanEck Semiconductor ETF92189F676ETF12,167$2.74M0.6%−43−0.4%Reduced–
Vanguard Morningstar Value ETF922908744ETF15,209$2.48M0.5%+15,209New–
IBMInternational Business Machines CorpStock12,553$2.40M0.5%−310−2.4%ReducedHistory
PGProcter & Gamble CoStock13,959$2.26M0.5%−1,797−11.4%ReducedHistory
LLYEli Lilly & CoStock2,883$2.24M0.5%−22−0.8%ReducedHistory
JNJJohnson & JohnsonStock14,017$2.22M0.5%+5,048+56.3%AddedHistory
NVDANVIDIA CorpStock2,304$2.08M0.5%−58−2.5%ReducedHistory
CZFSCitizens Financial Services IncCOM40,401$1.99M0.4%00.0%UnchangedHistory
Invesco Nasdaq 100 ETF46138G649ETF10,839$1.98M0.4%−87,400−89.0%Reduced–
VZVerizon Communications IncStock46,473$1.95M0.4%+190+0.4%AddedHistory
AMGNAmgen IncStock6,570$1.87M0.4%−321−4.7%ReducedHistory
KOCoca Cola CoStock27,694$1.69M0.4%+11,674+72.9%AddedHistory
PWODPenns Woods Bancorp IncCOM87,178$1.69M0.4%+133+0.2%AddedHistory
MTBM&T Bank CorpCOM11,491$1.67M0.4%−150−1.3%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF10,510$1.55M0.3%+555+5.6%Added–
CSCOCisco Systems, Inc.Stock30,052$1.50M0.3%−1,615−5.1%ReducedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER179,435$1.49M0.3%00.0%UnchangedHistory
PFEPfizer IncStock49,383$1.37M0.3%−2,722−5.2%ReducedHistory
AMZNAmazon Com IncStock7,311$1.32M0.3%+287+4.1%AddedHistory
PEPPepsiCo IncStock7,234$1.27M0.3%+8+0.1%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF15,508$1.18M0.3%+2,190+16.4%Added–
GSGoldman Sachs Group IncStock2,750$1.15M0.3%+1,664+153.2%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF4,230$1.10M0.2%+1,012+31.4%Added–
Vanguard Real Estate ETF922908553ETF12,235$1.06M0.2%−148,652−92.4%Reduced–
iShares Tr464287762US HLTHCARE ETF16,172$1.00M0.2%−308−1.9%ReducedConverted for a 5-for-1 split–
Vanguard World FD921910840MEGA CAP VAL ETF7,803$932.6K0.2%−106−1.3%Reduced–
MMM3M CoStock8,641$916.6K0.2%+1,453+20.2%AddedHistory
HDHome Depot, Inc.Stock2,272$871.9K0.2%+53+2.4%AddedHistory
LMTLockheed Martin CorpStock1,760$800.8K0.2%+22+1.3%AddedHistory
PPLPPL CorpCOM29,008$798.6K0.2%+1,364+4.9%AddedHistory
NEENextera Energy IncStock12,160$777.2K0.2%−1,234−9.2%ReducedHistory
WMTWalmart Inc.Stock12,595$757.9K0.2%00.0%UnchangedConverted for a 3-for-1 splitHistory
MCDMcDonalds CorpStock2,603$734.1K0.2%+8+0.3%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF11,507$702.5K0.2%−991−7.9%Reduced–
GOOGLAlphabet Inc.Stock4,609$695.6K0.2%−4−0.1%ReducedHistory
CZNCCitizens & Northern CorpCOM36,325$682.2K0.2%−713−1.9%ReducedHistory
METAMeta Platforms, Inc.Stock1,371$666.0K0.1%+164+13.6%AddedHistory
INTCIntel CorpStock14,862$656.5K0.1%−23,167−60.9%ReducedHistory
GLDSPDR Gold TrustETF3,063$630.3K0.1%−153−4.8%ReducedHistory
TAT&T Inc.Stock35,001$616.0K0.1%+2,517+7.7%AddedHistory
GOOGAlphabet Inc.Stock3,886$591.7K0.1%+893+29.8%AddedHistory
Vanguard Information Technology ETF92204A702ETF1,032$541.2K0.1%+3+0.3%Added–
BACBank of America CorpStock14,176$537.6K0.1%+183+1.3%AddedHistory
HSYHershey CoCOM2,740$533.0K0.1%+9+0.3%AddedHistory
AMDAdvanced Micro Devices IncStock2,947$531.9K0.1%−379−11.4%ReducedHistory
HONHoneywell International IncCOM2,576$528.7K0.1%+6+0.2%AddedHistory
VVisa Inc.Stock1,881$525.1K0.1%−73−3.7%ReducedHistory
WFCWells Fargo & CompanyStock8,760$507.8K0.1%+10.0%AddedHistory
WMWaste Management IncStock2,325$495.6K0.1%+2+0.1%AddedHistory
Vanguard Total World Stock ETF922042742ETF4,405$486.9K0.1%−160−3.5%Reduced–
SPYSPDR S&P 500 ETF TrustETF910$476.2K0.1%+16+1.8%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD9,352$473.3K0.1%00.0%Unchanged–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF4,692$471.8K0.1%−28−0.6%Reduced–
DUKDuke Energy CORPStock4,781$462.4K0.1%+168+3.6%AddedHistory
iShares Tr464288760US AER DEF ETF3,487$460.1K0.1%−67−1.9%Reduced–
PRUPrudential Financial IncStock3,898$457.6K0.1%+389+11.1%AddedHistory
UNPUnion Pacific CorpStock1,785$439.0K0.1%+5+0.3%AddedHistory
PANWPalo Alto Networks IncStock1,539$437.3K0.1%+380+32.8%AddedHistory
SLViShares Silver TrustETF18,806$427.8K0.1%−269−1.4%ReducedHistory
MAMastercard IncStock877$422.4K0.1%+1+0.1%AddedHistory
ORCLOracle CorpStock3,349$420.8K0.1%+10.0%AddedHistory
ETREntergy CorpCOM3,958$418.3K0.1%+6+0.2%AddedHistory
MSMorgan StanleyStock4,433$417.5K0.1%+208+4.9%AddedHistory
NVONovo Nordisk A SADR3,228$414.5K0.1%+3,228NewHistory
AMATApplied Materials IncStock1,996$411.6K0.1%+20+1.0%AddedHistory
WECWec Energy Group, Inc.Stock4,981$409.0K0.1%+5+0.1%AddedHistory
URIUnited Rentals, Inc.COM566$408.4K0.1%+1+0.2%AddedHistory
ABBVAbbVie Inc.Stock2,220$404.4K0.1%−581−20.7%ReducedHistory
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF3,698$393.8K0.1%−24,304−86.8%Reduced–
TXNTexas Instruments IncStock2,252$392.4K0.1%+6+0.3%AddedHistory
HLHecla Mining CoCOM81,431$391.7K0.1%+116+0.1%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,597$387.0K0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (24)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Hudock, Inc. sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
iShares Tr46434V4070-5YR HI YL CP39,765$1.68M0.4%–
DOWDow Inc.Stock23,950$1.31M0.3%History
Alpha Architect ETF Tr02072L870GADSDN DYN MLT20,961$630.9K0.1%–
Pacer FDS Tr69374H741DATA AND INFRAST18,719$558.0K0.1%–
J P Morgan Exchange-Traded F46641Q258BETABLDRS 1-5YR11,628$556.4K0.1%–
WBAWalgreens Boots Alliance, Inc.COM20,867$544.9K0.1%History
AONAon plcCL A1,731$504.0K0.1%History
RTXRTX CorpStock5,247$441.5K0.1%History
SOFISoFi Technologies, Inc.Stock43,793$435.7K0.1%History
GEGeneral Electric CoStock2,891$369.1K0.1%History
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV3,435$340.2K0.1%–
Fidelity Covington Trust316092113ENHANCED LARGE11,860$315.2K0.1%–
CLFCleveland-Cliffs Inc.COM15,111$308.6K0.1%History
BABoeing CoStock1,104$288.0K0.1%History
EVRGEvergy, Inc.Stock5,222$272.6K0.1%History
TSLATesla, Inc.Stock1,005$249.7K0.1%History
DDOGDatadog, Inc.CL A COM2,044$248.1K0.1%History
BHPBHP Group LtdADR3,579$244.5K0.1%History
LHLabcorp Holdings Inc.COM NEW1,065$242.1K0.1%History
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT6,744$212.4K<0.1%History
Invesco Exch Traded FD Tr II46138E586KBW PPTY CASUT2,306$208.7K<0.1%–
CICigna GroupStock693$207.6K<0.1%History
BNYBank of New York Mellon CorpStock3,966$206.5K<0.1%History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,274$201.1K<0.1%–