Portfolio (Quarterly)
Guide ↗
Hudock, Inc.
· CIK 0001543536| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | BX | BLACKSTONE INC | Financial Services | 22,292.0 | $2.6M | 0.38% | — | — | $114.99 | +8.7% |
| 42 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 5,472.0 | $2.5M | 0.37% | +32.0 | +0.6% | $463.26 | +11.4% |
| 43 | CZFS | CITIZENS FINL SVCS INC | Financial Services | 40,787.0 | $2.5M | 0.37% | +863.0 | +2.2% | $61.15 | +33.0% |
| 44 | MTB | M & T BK CORP | Financial Services | 11,784.0 | $2.4M | 0.36% | +200.0 | +1.7% | $206.73 | +10.0% |
| 45 | AMZN | AMAZON COM INC | Consumer Cyclical | 10,660.0 | $2.2M | 0.33% | +641.0 | +6.4% | $208.28 | +21.8% |
| 46 | NWBI | NORTHWEST BANCSHARES INC | Financial Services | 171,956.0 | $2.2M | 0.32% | -14K | -7.4% | $12.69 | +21.8% |
| 47 | KO | COCA COLA CO | Consumer Defensive | 28,123.0 | $2.1M | 0.32% | +1K | +5.3% | $76.05 | +16.0% |
| 48 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 40,132.0 | $2.0M | 0.30% | +2K | +5.7% | $50.20 | -4.2% |
| 49 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 8,300.0 | $2.0M | 0.30% | -3K | -28.2% | $242.39 | -5.3% |
| 50 | AMGN | AMGEN INC | Healthcare | 5,667.0 | $2.0M | 0.29% | -206.0 | -3.5% | $351.89 | +9.6% |
| 51 | GOOG | ALPHABET INC | — | 6,778.0 | $1.9M | 0.29% | -295.0 | -4.2% | $286.87 | — |
| 52 | COWZ | PACER FDS TR | — | 30,278.0 | $1.9M | 0.28% | -21K | -40.5% | $62.56 | +10.3% |
| 53 | MUB | ISHARES TR | — | 15,428.0 | $1.6M | 0.24% | -8K | -35.1% | $106.15 | -3.1% |
| 54 | GOOGL | ALPHABET INC | Communication Services | 5,487.0 | $1.6M | 0.23% | +164.0 | +3.1% | $287.58 | +21.5% |
| 55 | VXUS | VANGUARD STAR FDS | — | 20,371.0 | $1.6M | 0.23% | +3K | +17.0% | $77.11 | +11.4% |
| 56 | HD | HOME DEPOT INC | Consumer Cyclical | 4,728.0 | $1.6M | 0.23% | +2K | +105.6% | $328.90 | -8.8% |
| 57 | HL | HECLA MINING COMPANY | Basic Materials | 82,111.0 | $1.5M | 0.23% | — | — | $18.63 | +1.6% |
| 58 | WMT | WALMART INC | Consumer Defensive | 12,256.0 | $1.5M | 0.22% | — | — | $124.29 | -14.1% |
| 59 | ARTY | ISHARES TR | — | 30,280.0 | $1.4M | 0.21% | +3K | +10.1% | $46.53 | +63.1% |
| 60 | XLV | SELECT SECTOR SPDR TR | — | 9,604.0 | $1.4M | 0.21% | +213.0 | +2.3% | $146.62 | +14.9% |
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%