Portfolio (Quarterly)
Guide ↗
Hudock, Inc.
· CIK 0001543536| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AIT | APPLIED INDL TECHNOLOGIES IN | Industrials | 625.0 | $212K | 0.03% | NEW | — | $338.48 | +0.9% |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | — | 885.0 | $209K | 0.03% | NEW | — | $236.64 | +3.1% |
| 23 | RWJ | INVESCO EXCH TRADED FD TR II | — | 3,514.0 | $209K | 0.03% | NEW | — | $59.51 | +3.2% |
| 24 | ADX | ADAMS DIVERSIFIED EQUITY FD | Financial Services | 8,101.0 | $207K | 0.03% | NEW | — | $25.55 | +1.2% |
| 25 | HYD | VANECK ETF TRUST | — | 4,005.0 | $206K | 0.03% | NEW | — | $51.52 | -2.5% |
| 26 | WDC | WESTERN DIGITAL CORP | Technology | 322.0 | $206K | 0.03% | NEW | — | $638.72 | -28.1% |
| 27 | QTUM | ETF SER SOLUTIONS | — | 1,223.0 | $202K | 0.03% | NEW | — | $165.39 | -9.0% |
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%