Portfolio (Quarterly)
Guide ↗
Hudock, Inc.
· CIK 0001543536| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | PFE | PFIZER INC | Healthcare | 35,161.0 | $876K | 0.13% | NEW | — | $24.90 | +4.7% |
| 82 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,801.0 | $871K | 0.13% | NEW | — | $483.70 | +10.7% |
| 83 | SCHB | SCHWAB STRATEGIC TR | — | 32,151.0 | $843K | 0.12% | NEW | — | $26.23 | +10.9% |
| 84 | NEE | NEXTERA ENERGY INC | Utilities | 10,279.0 | $825K | 0.12% | NEW | — | $80.28 | +9.1% |
| 85 | WFC | WELLS FARGO CO NEW | Financial Services | 8,628.0 | $804K | 0.12% | NEW | — | $93.21 | -18.0% |
| 86 | HD | HOME DEPOT INC | Consumer Cyclical | 2,300.0 | $792K | 0.12% | NEW | — | $344.15 | -7.0% |
| 87 | PPL | PPL CORP | Utilities | 22,440.0 | $786K | 0.12% | NEW | — | $35.02 | +1.0% |
| 88 | VNQ | VANGUARD INDEX FDS | — | 8,808.0 | $780K | 0.12% | NEW | — | $88.50 | +9.4% |
| 89 | MS | MORGAN STANLEY | Financial Services | 4,379.0 | $778K | 0.12% | NEW | — | $177.56 | +14.5% |
| 90 | ITA | ISHARES TR | — | 3,613.0 | $776K | 0.11% | NEW | — | $214.71 | +9.7% |
| 91 | AMAT | APPLIED MATLS INC | Technology | 2,867.0 | $737K | 0.11% | NEW | — | $257.07 | +74.4% |
| 92 | VGT | VANGUARD WORLD FD | — | 971.0 | $732K | 0.11% | NEW | — | $753.80 | -84.2% |
| 93 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 5,027.0 | $723K | 0.11% | NEW | — | $143.89 | +56.0% |
| 94 | TSLA | TESLA INC | Consumer Cyclical | 1,575.0 | $709K | 0.10% | NEW | — | $449.99 | -1.7% |
| 95 | T | AT&T INC | Communication Services | 28,473.0 | $707K | 0.10% | NEW | — | $24.84 | -0.3% |
| 96 | — | ENTERGY CORP NEW | — | 7,645.0 | $707K | 0.10% | NEW | — | $92.43 | — |
| 97 | BAC | BANK AMERICA CORP | Financial Services | 12,418.0 | $683K | 0.10% | NEW | — | $55.00 | -7.8% |
| 98 | SPY | SPDR S&P 500 ETF TR | Financial Services | 988.0 | $674K | 0.10% | NEW | — | $682.13 | +10.6% |
| 99 | V | VISA INC | Financial Services | 1,878.0 | $659K | 0.10% | NEW | — | $350.78 | -7.8% |
| 100 | LRCX | LAM RESEARCH CORP | Technology | 3,572.0 | $612K | 0.09% | NEW | — | $171.22 | +85.8% |
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
40.7%
Technology
21.5%
Healthcare
8.3%
Industrials
7.6%
Communication Services
4.9%
Consumer Defensive
4.9%
Energy
4.3%
Consumer Cyclical
3.6%
Utilities
2.5%
Basic Materials
1.5%