Portfolio (Quarterly)
Guide ↗
Hudock, Inc.
· CIK 0001543536| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | XLU | SELECT SECTOR SPDR TR | — | 60,424.0 | $2.8M | 0.41% | +3K | +4.6% | $45.89 | -10.4% |
| 22 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 5,472.0 | $2.5M | 0.37% | +32.0 | +0.6% | $463.26 | +11.4% |
| 23 | CZFS | CITIZENS FINL SVCS INC | Financial Services | 40,787.0 | $2.5M | 0.37% | +863.0 | +2.2% | $61.15 | +33.0% |
| 24 | MTB | M & T BK CORP | Financial Services | 11,784.0 | $2.4M | 0.36% | +200.0 | +1.7% | $206.73 | +10.0% |
| 25 | AMZN | AMAZON COM INC | Consumer Cyclical | 10,660.0 | $2.2M | 0.33% | +641.0 | +6.4% | $208.28 | +21.8% |
| 26 | KO | COCA COLA CO | Consumer Defensive | 28,123.0 | $2.1M | 0.32% | +1K | +5.3% | $76.05 | +16.0% |
| 27 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 40,132.0 | $2.0M | 0.30% | +2K | +5.7% | $50.20 | -4.2% |
| 28 | GOOGL | ALPHABET INC | Communication Services | 5,487.0 | $1.6M | 0.23% | +164.0 | +3.1% | $287.58 | +21.5% |
| 29 | VXUS | VANGUARD STAR FDS | — | 20,371.0 | $1.6M | 0.23% | +3K | +17.0% | $77.11 | +11.4% |
| 30 | HD | HOME DEPOT INC | Consumer Cyclical | 4,728.0 | $1.6M | 0.23% | +2K | +105.6% | $328.90 | -8.8% |
| 31 | ARTY | ISHARES TR | — | 30,280.0 | $1.4M | 0.21% | +3K | +10.1% | $46.53 | +63.1% |
| 32 | XLV | SELECT SECTOR SPDR TR | — | 9,604.0 | $1.4M | 0.21% | +213.0 | +2.3% | $146.62 | +14.9% |
| 33 | VTI | VANGUARD INDEX FDS | — | 4,145.0 | $1.3M | 0.20% | +50.0 | +1.2% | $320.86 | +17.0% |
| 34 | PEP | PEPSICO INC | Consumer Defensive | 7,429.0 | $1.2M | 0.17% | +350.0 | +4.9% | $155.30 | -16.5% |
| 35 | VTV | VANGUARD INDEX FDS | — | 5,874.0 | $1.2M | 0.17% | +469.0 | +8.7% | $196.22 | +12.8% |
| 36 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,817.0 | $1.1M | 0.16% | +16.0 | +0.9% | $604.54 | -11.7% |
| 37 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 68,890.0 | $1.1M | 0.16% | +10K | +17.5% | $15.88 | +6.8% |
| 38 | RTX | RTX CORPORATION | Industrials | 5,320.0 | $1.0M | 0.15% | +118.0 | +2.3% | $192.93 | +0.6% |
| 39 | META | META PLATFORMS INC | Communication Services | 1,779.0 | $1.0M | 0.15% | +134.0 | +8.2% | $572.27 | +16.3% |
| 40 | NEE | NEXTERA ENERGY INC | Utilities | 10,947.0 | $1.0M | 0.15% | +668.0 | +6.5% | $92.89 | -13.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
36.6%
Technology
20.2%
Healthcare
9.3%
Industrials
9.1%
Energy
6.1%
Consumer Defensive
5.7%
Consumer Cyclical
4.1%
Communication Services
3.9%
Utilities
2.9%
Basic Materials
2.0%