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  Name: HUDOCK MOYER WEALTH RESOURCES, LLC
  City: WILLIAMSPORT
  State: PA
  Zip: 17701
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $466,430,000
  Total Value Change : $47,333,000
  Securities Held Change : 1
   
All Securities Held : 153
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $510.77 $58,277,000 122,013 % 7,512,000 3,800 0    N/A
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term - $78.41 $31,450,000 386,929 % 2,606,000 7,298 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $105.65 $29,069,000 268,536 % 3,764,000 273 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index - $57.82 $28,953,000 104,466 % 2,885,000 -76 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF - $77.48 $26,219,000 344,401 % 2,935,000 15,342 0    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond - $95.33 $24,347,000 245,307 % 1,480,000 2,142 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... - $42.32 $21,937,000 533,747 % 107,000 -23,001 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF - $48.88 $17,773,000 371,043 % 1,779,000 5,206 0.017    Closed - End Fund - F...
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf - $0.00 $16,557,000 98,239 % 2,481,000 2,751 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $431.00 $16,239,000 39,652 % 2,009,000 -67 0    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf - $0.00 $14,396,000 276,892 % 1,817,000 22,421 0    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs - $80.16 $14,216,000 160,887 % 2,114,000 934 0    N/A
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth - $114.38 $14,132,000 135,757 % 1,372,000 1,196 0    N/A
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... - $91.49 $9,848,000 102,167 % 576,000 928 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B - $402.10 $8,484,000 23,787 % 292,000 403 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $169.30 $6,530,000 33,919 % 746,000 135 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $193.49 $4,782,000 28,113 % 531,000 -1,201 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $406.32 $4,683,000 12,453 % 718,000 -103 0    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf - $467.21 $4,610,000 10,554 % 3,841,000 8,596 0    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US - $111.74 $4,476,000 42,532 % 555,000 905 0    N/A
   (IOO)1 Year Chart         IOO iShares S&P Global 100 Index - $88.61 $4,030,000 50,047 % 442,000 1,057 0    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... - $81.21 $3,662,000 44,639 % 2,082,000 25,125 0    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... - $106.12 $3,653,000 33,694 % 283,000 831 0    N/A
   (DEW)1 Year Chart         DEW WisdomTree TrustEurope High... - $49.76 $3,099,000 63,502 % 247,000 604 0.397    Closed - End Fund - E...
   (CAT)1 Year Chart         CAT Caterpillar Inc - $343.38 $2,888,000 9,767 % 224,000 9 0    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust - $382.31 $2,745,000 7,283 % 184,000 -363 0    N/A
   (PXLG)1 Year Chart         PXLG Invesco Russell Top 200 Pur... - $102.11 $2,745,000 28,002 % 2,745,000 28,002 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp - $165.89 $2,714,000 18,197 % -396,000 -245 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc - $131.20 $2,641,000 24,226 % 162,000 143 0.001    Drug Manufacturers - ...
   (CZFS)1 Year Chart         CZFS Citizens Financial Services... - $40.00 $2,615,000 40,401 % 672,000 -145 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $117.96 $2,416,000 24,165 % -386,000 332 0    N/A
   (BX)1 Year Chart         BX Blackstone Group LP - $122.49 $2,357,000 18,003 % 382,000 -430 0.003    Asset Management
   (PG)1 Year Chart         PG Procter & Gamble Co - $161.29 $2,309,000 15,756 % -90,000 -693 0    N/A
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... - $208.63 $2,135,000 12,210 % 646,000 1,941 0.014    N/A
   (IBM)1 Year Chart         IBM International Business Mach... - $167.13 $2,104,000 12,863 % 278,000 -150 0    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc - $269.98 $1,985,000 6,891 % 91,000 -157 0    N/A
   (PWOD)1 Year Chart         PWOD Penns Woods Bancorp Inc - $17.52 $1,959,000 87,045 % 121,000 -142 0    N/A
   (INTC)1 Year Chart         INTC Intel Corp - $31.88 $1,911,000 38,029 % 518,000 -1,145 0    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc - $39.68 $1,745,000 46,283 % -28,000 -8,407 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co - $733.51 $1,693,000 2,905 % 112,000 -39 0    N/A
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... - $42.07 $1,679,000 39,765 % 615,000 13,844 0    N/A
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc - $47.86 $1,600,000 31,667 % -499,000 -7,378 0    N/A
   (MTB)1 Year Chart         MTB M&T Bank Corp - $146.38 $1,596,000 11,641 % 139,000 121 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc - $25.40 $1,500,000 52,105 % -233,000 -155 0    N/A
   (PSLV)1 Year Chart         PSLV Sprott Physical Silver Trus... - $9.24 $1,450,000 179,435 % 90,000 0 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $146.14 $1,406,000 8,969 % -65,000 -473 0    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health - $139.96 $1,358,000 9,955 % 271,000 1,510 0    N/A
   (DOW)1 Year Chart         DOW DOW Inc - $57.29 $1,313,000 23,950 % -273,000 -6,800 0    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc - $175.58 $1,227,000 7,226 % -2,000 -27 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation - $877.35 $1,170,000 2,362 % 109,000 -76 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $179.62 $1,067,000 7,024 % 168,000 -46 0    N/A
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector - $75.59 $959,000 13,318 % 62,000 286 0    N/A
   (KO)1 Year Chart         KO Coca-Cola Co - $61.74 $944,000 16,020 % 46,000 -13 0    N/A
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... - $58.61 $943,000 3,296 % 231,000 659 0    N/A
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... - $116.05 $865,000 7,909 % 228,000 1,624 0.009    Closed - End Fund - E...
   (CZNC)1 Year Chart         CZNC Citizens & Northern Corp - $17.89 $831,000 37,038 % 178,000 -170 0    N/A
   (NEE)1 Year Chart         NEE NextEra Energy - $65.99 $814,000 13,394 % 17,000 -514 0    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp - $461.29 $788,000 1,738 % 35,000 -103 0    N/A
   (MMM)1 Year Chart         MMM 3M Co - $91.83 $786,000 7,188 % 87,000 -279 0    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp - $273.09 $770,000 2,595 % 88,000 6 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc - $335.09 $769,000 2,219 % 60,000 -127 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... - $251.78 $763,000 3,218 % 80,000 1 0    N/A
   (PPL)1 Year Chart         PPL PPL Corp - $27.02 $749,000 27,644 % -24,000 -5,186 0    N/A
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust - $59.11 $696,000 12,498 % 74,000 26 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc - $60.16 $660,000 4,185 % -15,000 -36 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc - $171.95 $644,000 4,613 % 51,000 79 0    N/A
   (GDMA)1 Year Chart         GDMA Gadsden Dynamic Multi-asset... - $0.00 $631,000 20,961 % -268,000 -8,764 0    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust - $216.62 $615,000 3,216 % 61,000 -13 0    N/A
   (SRVR)1 Year Chart         SRVR Pacer Benchmark Data & Infr... - $0.00 $558,000 18,719 % 329,000 9,861 0    N/A
   (BBSA)1 Year Chart         BBSA Jpmorgan Betabuilders 1-5 Y... - $0.00 $556,000 11,628 % 11,000 -26 0    N/A
   (T)1 Year Chart         T AT&T Corp - $16.75 $545,000 32,484 % -17,000 -4,907 0    N/A
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. - $17.70 $545,000 20,867 % 39,000 -1,892 0    N/A
   (HON)1 Year Chart         HON Honeywell International Inc - $193.45 $539,000 2,570 % 65,000 6 0    N/A
   (V)1 Year Chart         V Visa Inc - $274.52 $509,000 1,954 % 64,000 20 0    N/A
   (HSY)1 Year Chart         HSY Hershey Foods Corp - $186.16 $509,000 2,731 % -36,000 8 0    N/A
   (AON)1 Year Chart         AON Aon Plc - $285.03 $504,000 1,731 % -58,000 0 0    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS - $503.94 $498,000 1,029 % 70,000 -1 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc - $157.40 $490,000 3,326 % 145,000 -29 0    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf - $49.79 $477,000 9,352 % 201,000 3,622 0    N/A
   (MINT)1 Year Chart         MINT Pimco ETF Trust - $100.54 $471,000 4,720 % -2,000 -4 0    N/A
   (BAC)1 Year Chart         BAC Bank of America Corp - $37.83 $471,000 13,993 % 86,000 -52 0    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... - $107.72 $470,000 4,565 % 44,000 -11 0    N/A
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... - $0.00 $450,000 3,554 % 84,000 101 0    N/A
   (DUK)1 Year Chart         DUK Duke Energy Corp - $97.71 $448,000 4,613 % 42,000 9 0    N/A
   (RTX)1 Year Chart         RTX RTX Corp - $101.02 $441,000 5,247 % 52,000 -151 0    Conglomerates
   (APD)1 Year Chart         APD Air Products & Chemicals Inc - $236.08 $437,000 1,597 % -121,000 -370 0    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp - $242.79 $437,000 1,780 % 197,000 600 0    N/A
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc - $7.87 $436,000 43,793 % 122,000 4,522 0    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. - $159.62 $434,000 2,801 % 26,000 68 0    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co - $59.91 $431,000 8,759 % 73,000 2 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc - $443.29 $427,000 1,207 % 65,000 0 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $508.26 $425,000 894 % 126,000 194 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $173.69 $422,000 2,993 % 42,000 110 0    N/A
   (WEC)1 Year Chart         WEC WEC Energy Group Inc - $81.49 $419,000 4,976 % 19,000 5 0    N/A
   (GS)1 Year Chart         GS Goldman Sachs Group Inc - $427.57 $419,000 1,086 % 68,000 3 0    N/A
   (WM)1 Year Chart         WM Waste Management Inc - $210.10 $416,000 2,323 % 62,000 1 0    N/A
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF - $24.89 $415,000 19,075 % 25,000 -104 0    N/A
   (ETR)1 Year Chart         ETR Entergy Corp - $106.50 $400,000 3,952 % 35,000 6 0    N/A
   (MS)1 Year Chart         MS Morgan Stanley - $92.83 $394,000 4,225 % 91,000 518 0    N/A
   (HL)1 Year Chart         HL Hecla Mining Co - $5.11 $391,000 81,315 % 73,000 104 0    N/A

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