Portfolio (Quarterly)
Guide ↗
Hudock, Inc.
· CIK 0001543536| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMGN | AMGEN INC | Healthcare | 5,733.0 | $2.1M | 0.27% | +66.0 | +1.2% | $362.13 | +6.5% |
| 22 | VXUS | VANGUARD STAR FDS | — | 22,673.0 | $1.9M | 0.25% | +2K | +11.3% | $85.49 | +0.5% |
| 23 | XLV | SELECT SECTOR SPDR TR | — | 9,750.0 | $1.5M | 0.20% | +146.0 | +1.5% | $158.67 | +6.1% |
| 24 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 84,074.0 | $1.5M | 0.19% | +15K | +22.0% | $17.93 | -5.4% |
| 25 | CZNC | CITIZENS & NORTHN CORP | Financial Services | 50,802.0 | $1.2M | 0.15% | +8K | +17.7% | $23.31 | +10.7% |
| 26 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 2,844.0 | $1.2M | 0.15% | +28.0 | +1.0% | $415.69 | -9.3% |
| 27 | ORCL | ORACLE CORP | Technology | 7,538.0 | $1.1M | 0.14% | +1K | +20.3% | $146.56 | +0.7% |
| 28 | META | META PLATFORMS INC | Communication Services | 1,937.0 | $1.1M | 0.14% | +158.0 | +8.9% | $563.53 | +18.1% |
| 29 | MS | MORGAN STANLEY | Financial Services | 5,094.0 | $1.1M | 0.14% | +599.0 | +13.3% | $209.05 | -3.1% |
| 30 | NEE | NEXTERA ENERGY INC | Utilities | 11,091.0 | $974K | 0.12% | +144.0 | +1.3% | $87.78 | -8.3% |
| 31 | VGT | VANGUARD WORLD FD | — | 7,710.0 | $922K | 0.12% | +7K | +700.6% | $119.53 | +2.3% |
| 32 | VTEB | VANGUARD MUN BD FDS | — | 17,929.0 | $907K | 0.12% | +105.0 | +0.6% | $50.58 | -4.6% |
| 33 | WFC | WELLS FARGO & CO | Financial Services | 8,680.0 | $717K | 0.09% | +51.0 | +0.6% | $82.65 | +4.2% |
| 34 | V | VISA INC | Financial Services | 1,892.0 | $649K | 0.08% | +12.0 | +0.6% | $343.21 | +7.3% |
| 35 | NET | CLOUDFLARE INC | Technology | 2,533.0 | $621K | 0.08% | +140.0 | +5.8% | $245.28 | +32.1% |
| 36 | EFA | ISHARES TR | — | 5,826.0 | $605K | 0.08% | +1K | +22.0% | $103.89 | +1.0% |
| 37 | PPH | VANECK ETF TRUST | — | 4,864.0 | $532K | 0.07% | +47.0 | +1.0% | $109.36 | +1.7% |
| 38 | GEV | GE VERNOVA INC | Utilities | 436.0 | $513K | 0.07% | +100.0 | +29.8% | $1175.53 | -20.0% |
| 39 | MPC | MARATHON PETE CORP | Energy | 1,951.0 | $499K | 0.06% | +945.0 | +93.9% | $255.79 | +66.1% |
| 40 | LQD | ISHARES TR | — | 4,496.0 | $490K | 0.06% | +88.0 | +2.0% | $109.08 | -4.0% |
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
38.4%
Technology
23.5%
Healthcare
9.3%
Industrials
9.1%
Consumer Defensive
4.6%
Energy
4.6%
Consumer Cyclical
3.4%
Communication Services
3.0%
Utilities
2.6%
Basic Materials
1.1%