Portfolio (Quarterly)
Guide ↗
Hudock, Inc.
· CIK 0001543536| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | MGV | VANGUARD WORLD FD | — | 6,978.0 | $1.0M | 0.15% | +140.0 | +2.0% | $144.95 | +8.8% |
| 42 | AVGO | BROADCOM INC | Technology | 3,034.0 | $939K | 0.14% | +229.0 | +8.2% | $309.54 | +36.8% |
| 43 | ORCL | ORACLE CORP | Technology | 6,266.0 | $922K | 0.14% | +2K | +36.4% | $147.13 | +37.6% |
| 44 | PPL | PPL CORP | Utilities | 22,835.0 | $872K | 0.13% | +395.0 | +1.8% | $38.20 | -7.0% |
| 45 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 1,176.0 | $765K | 0.11% | +188.0 | +19.0% | $650.40 | +15.8% |
| 46 | MS | MORGAN STANLEY | Financial Services | 4,495.0 | $740K | 0.11% | +116.0 | +2.6% | $164.59 | +23.4% |
| 47 | DUK | DUKE ENERGY CORP NEW | Utilities | 4,982.0 | $652K | 0.10% | +220.0 | +4.6% | $130.95 | -5.0% |
| 48 | BAC | BANK AMERICA CORP | Financial Services | 12,810.0 | $625K | 0.09% | +392.0 | +3.2% | $48.75 | +5.0% |
| 49 | XLI | SELECT SECTOR SPDR TR | — | 3,746.0 | $606K | 0.09% | +1K | +39.4% | $161.76 | +7.4% |
| 50 | TSLA | TESLA INC | Consumer Cyclical | 1,587.0 | $590K | 0.09% | +12.0 | +0.8% | $371.97 | +19.1% |
| 51 | DDOG | DATADOG INC | Technology | 4,970.0 | $587K | 0.09% | +664.0 | +15.4% | $118.05 | +91.7% |
| 52 | NEAR | ISHARES U S ETF TR | — | 11,372.0 | $578K | 0.09% | +1K | +10.6% | $50.84 | -0.2% |
| 53 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 5,864.0 | $550K | 0.08% | +837.0 | +16.6% | $93.87 | +135.2% |
| 54 | CRWV | COREWEAVE INC | Technology | 6,975.0 | $540K | 0.08% | +1K | +25.3% | $77.47 | +38.3% |
| 55 | ABBV | ABBVIE INC | Healthcare | 2,296.0 | $499K | 0.07% | +62.0 | +2.8% | $217.51 | +0.3% |
| 56 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 2,322.0 | $483K | 0.07% | +200.0 | +9.4% | $208.15 | +5.9% |
| 57 | CRM | SALESFORCE INC | Technology | 2,575.0 | $481K | 0.07% | +1K | +79.4% | $186.74 | -3.8% |
| 58 | LQD | ISHARES TR | — | 4,408.0 | $480K | 0.07% | +23.0 | +0.5% | $109.00 | +0.2% |
| 59 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,883.0 | $477K | 0.07% | +54.0 | +1.9% | $165.35 | +9.1% |
| 60 | NFLX | NETFLIX INC. | Communication Services | 4,956.0 | $477K | 0.07% | +928.0 | +23.0% | $96.16 | -10.5% |
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
36.0%
Technology
19.9%
Healthcare
9.2%
Industrials
8.9%
Energy
6.2%
Consumer Defensive
5.6%
Communication Services
5.0%
Consumer Cyclical
4.1%
Utilities
2.8%
Basic Materials
1.9%