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  Name: HUDOCK MOYER WEALTH RESOURCES, LLC
  City: WILLIAMSPORT
  State: PA
  Zip: 17701
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $453,989,000
  Total Value Change : $-12,441,000
  Securities Held Change : -14
   
All Securities Held : 139
  New Positions : 10
  Closed Positions : 24
  Increased Positions : 70
  Unchanged Positions : 10
  Decreased Positions : 49

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 24     View All Holdings Currently Viewing:  Closed Positions     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
   (KBWP)1 Year Chart         KBWP Invesco Kbw Property And Ca... 153 Closed $106.82 $0 0 0% -209,000 -2,306 0    N/A
   (BBSA)1 Year Chart         BBSA Jpmorgan Betabuilders 1-5 Y... 140 Closed $0.00 $0 0 0% -556,000 -11,628 0    N/A
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 159 Closed $17.19 $0 0 0% -545,000 -20,867 0    N/A
   (BIP)1 Year Chart         BIP Brookfield Infrastructure P... 146 Closed $30.75 $0 0 0% -212,000 -6,744 0    Electric Utilities
   (AON)1 Year Chart         AON Aon Plc 152 Closed $293.10 $0 0 0% -504,000 -1,731 0    Life & Health Insurance
   (BA)1 Year Chart         BA Boeing Co 158 Closed $178.51 $0 0 0% -288,000 -1,104 0    Aerospace/Defense - M...
   (GDMA)1 Year Chart         GDMA Gadsden Dynamic Multi-asset... 145 Closed $0.00 $0 0 0% -631,000 -20,961 0    N/A
   (CLF)1 Year Chart         CLF Cleveland-Cliffs Inc 151 Closed $17.32 $0 0 0% -309,000 -15,111 0    Steel & Iron
   (RTX)1 Year Chart         RTX RTX Corp 157 Closed $101.02 $0 0 0% -441,000 -5,247 0    Conglomerates
   (EVRG)1 Year Chart         EVRG Energy Inc 144 Closed $55.42 $0 0 0% -273,000 -5,222 0    Multi Utilities
   (SRVR)1 Year Chart         SRVR Pacer Benchmark Data & Infr... 163 Closed $0.00 $0 0 0% -558,000 -18,719 0    N/A
   (DOW)1 Year Chart         DOW DOW Inc 150 Closed $59.41 $0 0 0% -1,313,000 -23,950 0    Diversified Chemicals
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 156 Closed $177.81 $0 0 0% -250,000 -1,005 0    Auto Manufacturers
   (GE)1 Year Chart         GE General Electric Co 143 Closed $163.38 $0 0 0% -369,000 -2,891 0    Conglomerates
   (CI)1 Year Chart         CI Cigna Corporation 162 Closed $348.39 $0 0 0% -208,000 -693 0    Health Care Plans
   (FELC)1 Year Chart         FELC Fidelity Enhanced Large Cap... 149 Closed $0.00 $0 0 0% -315,000 -11,860 0    N/A
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) 155 Closed $57.19 $0 0 0% -244,000 -3,579 0    Industrial Metals & M...
   (PKW)1 Year Chart         PKW Invesco Buyback Achievers ETF 142 Closed $105.15 $0 0 0% -340,000 -3,435 0    N/A
   (DDOG)1 Year Chart         DDOG Datadog, Inc. 161 Closed $0.00 $0 0 0% -248,000 -2,044 0    N/A
   (LH)1 Year Chart         LH Laboratory Corp of America 148 Closed $207.67 $0 0 0% -242,000 -1,065 0    Medical Laboratories ...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 154 Closed $166.11 $0 0 0% -201,000 -1,274 0    Closed - End Fund - E...
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 141 Closed $42.11 $0 0 0% -1,679,000 -39,765 0    N/A
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 160 Closed $6.94 $0 0 0% -436,000 -43,793 0    N/A
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 147 Closed $58.44 $0 0 0% -206,000 -3,966 0    Domestic Money Center...

      24 Records Found
  1    
Page 1 of 1
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