Portfolio (Quarterly)
Guide ↗
Hudock, Inc.
· CIK 0001543536| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | JNJ | JOHNSON & JOHNSON | Healthcare | 13,219.0 | $2.7M | 0.40% | NEW | — | $206.95 | +11.8% |
| 42 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 5,440.0 | $2.6M | 0.39% | NEW | — | $480.58 | +5.4% |
| 43 | MUB | ISHARES TR | — | 23,763.0 | $2.5M | 0.38% | NEW | — | $107.11 | -0.0% |
| 44 | XLU | SELECT SECTOR SPDR TR | — | 57,784.0 | $2.5M | 0.36% | NEW | — | $42.69 | +5.0% |
| 45 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 17,211.0 | $2.5M | 0.36% | NEW | — | $143.32 | +2.0% |
| 46 | MTB | M & T BK CORP | Financial Services | 11,584.0 | $2.3M | 0.34% | NEW | — | $201.49 | +6.4% |
| 47 | AMZN | AMAZON COM INC | Consumer Cyclical | 10,019.0 | $2.3M | 0.34% | NEW | — | $230.83 | +18.1% |
| 48 | CZFS | CITIZENS FINL SVCS INC | Financial Services | 39,924.0 | $2.3M | 0.34% | NEW | — | $57.02 | +14.4% |
| 49 | NWBI | NORTHWEST BANCSHARES INC MD | Financial Services | 185,634.0 | $2.2M | 0.33% | NEW | — | $12.00 | +16.9% |
| 50 | GOOG | ALPHABET INC | Communication Services | 7,073.0 | $2.2M | 0.33% | NEW | — | $313.80 | +23.2% |
| 51 | CSCO | CISCO SYS INC | Technology | 26,213.0 | $2.0M | 0.30% | NEW | — | $77.03 | +54.8% |
| 52 | AMGN | AMGEN INC | Healthcare | 5,873.0 | $1.9M | 0.28% | NEW | — | $327.31 | +2.9% |
| 53 | KO | COCA COLA CO | Consumer Defensive | 26,700.0 | $1.9M | 0.28% | NEW | — | $69.91 | +15.1% |
| 54 | GOOGL | ALPHABET INC | Communication Services | 5,323.0 | $1.7M | 0.24% | NEW | — | $313.01 | +24.8% |
| 55 | HL | HECLA MNG CO | Basic Materials | 82,094.0 | $1.6M | 0.23% | NEW | — | $19.19 | -7.5% |
| 56 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 37,953.0 | $1.5M | 0.23% | NEW | — | $40.73 | +17.9% |
| 57 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 58,652.0 | $1.5M | 0.23% | NEW | — | $26.18 | -35.4% |
| 58 | MCD | MCDONALDS CORP | Consumer Cyclical | 4,819.0 | $1.5M | 0.22% | NEW | — | $305.63 | -9.1% |
| 59 | XLV | SELECT SECTOR SPDR TR | — | 9,391.0 | $1.5M | 0.21% | NEW | — | $154.81 | -2.6% |
| 60 | VTI | VANGUARD INDEX FDS | — | 4,095.0 | $1.4M | 0.20% | NEW | — | $335.27 | +10.9% |
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
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%