|
|
Name: |
HUDOCK MOYER WEALTH RESOURCES, LLC |
City: |
WILLIAMSPORT |
State: |
PA |
Zip: |
17701 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
64 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
IJH |
iShares S&P MidCap 400 Index |
2 |
- |
$59.81 |
$31,788,000 |
523,342 |
7% |
2,835,000 |
418,876 |
0.225 |
Closed - End Fund - E... |
|
IJR |
iShares Core S&P Small-Cap |
4 |
- |
$108.98 |
$29,742,000 |
269,106 |
6.55% |
673,000 |
570 |
0.046 |
Closed - End Fund - E... |
|
SCHD |
Schwab US Dividend Equity ETF |
5 |
- |
$79.30 |
$28,674,000 |
355,623 |
6.32% |
2,455,000 |
11,222 |
0.119 |
N/A |
|
VWO |
Vanguard Emerging Markets S... |
6 |
- |
$43.46 |
$23,387,000 |
559,889 |
5.15% |
1,450,000 |
26,142 |
0.004 |
Closed - End Fund - E... |
|
VEA |
Vanguard Europe Pacific ETF |
8 |
- |
$49.56 |
$18,845,000 |
375,620 |
4.15% |
1,072,000 |
4,577 |
0.017 |
Closed - End Fund - F... |
|
COWZ |
Pacer Us Cash Cows 100 Etf |
9 |
- |
$0.00 |
$16,614,000 |
285,912 |
3.66% |
2,218,000 |
9,020 |
0.032 |
N/A |
|
MUB |
iShares S&P National Munici... |
14 |
- |
$106.80 |
$7,224,000 |
67,133 |
1.59% |
3,571,000 |
33,439 |
0.004 |
Closed - End Fund - E... |
|
AAPL |
Apple Inc |
15 |
- |
$183.05 |
$5,906,000 |
34,439 |
1.3% |
-624,000 |
520 |
0 |
Personal Computers |
|
MSFT |
Microsoft Corp |
16 |
- |
$414.74 |
$5,293,000 |
12,579 |
1.17% |
610,000 |
126 |
0 |
Application Software |
|
VOO |
Vanguard S&P 500 Etf |
17 |
- |
$478.74 |
$5,229,000 |
10,878 |
1.15% |
619,000 |
324 |
0.001 |
Closed - End Fund - E... |
|
ITOT |
iShares Core S&P Total US |
18 |
- |
$114.52 |
$5,205,000 |
45,145 |
1.15% |
729,000 |
2,613 |
0.012 |
Closed - End Fund - E... |
|
IOO |
iShares S&P Global 100 Index |
19 |
- |
$90.97 |
$4,584,000 |
51,274 |
1.01% |
554,000 |
1,227 |
0.106 |
Closed - End Fund - E... |
|
SHY |
Ishares Barclays 1-3 Treasu... |
21 |
- |
$81.28 |
$3,924,000 |
47,986 |
0.86% |
262,000 |
3,347 |
0.005 |
Closed - End Fund - E... |
|
CAT |
Caterpillar Inc |
22 |
- |
$354.79 |
$3,581,000 |
9,771 |
0.79% |
693,000 |
4 |
0.002 |
Farm & Construction M... |
|
MRK |
Merck & Co Inc |
23 |
- |
$131.20 |
$3,532,000 |
26,764 |
0.78% |
891,000 |
2,538 |
0.001 |
Drug Manufacturers - ... |
|
DEW |
WisdomTree TrustEurope High... |
24 |
- |
$49.76 |
$3,250,000 |
63,894 |
0.72% |
151,000 |
392 |
0.399 |
Closed - End Fund - E... |
|
CVX |
Chevron Corp |
25 |
- |
$165.82 |
$3,126,000 |
19,815 |
0.69% |
412,000 |
1,618 |
0.001 |
Integrated Oil & Gas |
|
XOM |
Exxon Mobil Corp |
26 |
- |
$117.96 |
$2,854,000 |
24,548 |
0.63% |
438,000 |
383 |
0.001 |
Integrated Oil & Gas |
|
JNJ |
Johnson & Johnson |
34 |
- |
$149.91 |
$2,217,000 |
14,017 |
0.49% |
811,000 |
5,048 |
0.001 |
Drug Manufacturers - ... |
|
VZ |
Verizon Communications Inc |
38 |
- |
$40.40 |
$1,950,000 |
46,473 |
0.43% |
205,000 |
190 |
0.001 |
Telecom Services - Do... |
|
KO |
Coca-Cola Co |
40 |
- |
$63.26 |
$1,694,000 |
27,694 |
0.37% |
750,000 |
11,674 |
0.001 |
Beverage Soft Drinks... |
|
PWOD |
Penns Woods Bancorp Inc |
41 |
- |
$19.10 |
$1,692,000 |
87,178 |
0.37% |
-267,000 |
133 |
1.859 |
Domestic Regional Banks |
|
XLV |
SPDR Select Sector Health |
43 |
- |
$143.59 |
$1,553,000 |
10,510 |
0.34% |
195,000 |
555 |
0 |
Closed - End Fund - E... |
|
AMZN |
Amazon.com Inc |
47 |
- |
$187.48 |
$1,319,000 |
7,311 |
0.29% |
252,000 |
287 |
0 |
Internet Software & S... |
|
PEP |
Pepsico Inc |
48 |
- |
$179.79 |
$1,266,000 |
7,234 |
0.28% |
39,000 |
8 |
0.001 |
Beverage Soft Drinks... |
|
XLP |
SPDR Consmr Stpls Sector |
49 |
- |
$77.62 |
$1,184,000 |
15,508 |
0.26% |
225,000 |
2,190 |
0.001 |
Closed - End Fund - E... |
|
GS |
Goldman Sachs Group Inc |
50 |
- |
$454.73 |
$1,149,000 |
2,750 |
0.25% |
730,000 |
1,664 |
0.001 |
Investment Brokerage ... |
|
VTI |
Vanguard Total Stock Market... |
51 |
- |
$258.05 |
$1,100,000 |
4,230 |
0.24% |
337,000 |
1,012 |
0 |
Closed - End Fund - E... |
|
IYH |
iShares Dow Jones US Health... |
53 |
- |
$60.27 |
$1,001,000 |
16,172 |
0.22% |
58,000 |
12,876 |
0.159 |
Closed - End Fund - E... |
|
MMM |
3M Co |
55 |
- |
$98.93 |
$917,000 |
8,641 |
0.2% |
131,000 |
1,453 |
0.001 |
Conglomerates |
|
HD |
Home Depot Inc |
56 |
- |
$346.43 |
$872,000 |
2,272 |
0.19% |
103,000 |
53 |
0 |
Home Improvement Stores |
|
LMT |
Lockheed Martin Corp |
57 |
- |
$468.88 |
$801,000 |
1,760 |
0.18% |
13,000 |
22 |
0.001 |
Aerospace/Defense - M... |
|
PPL |
PPL Corp |
58 |
- |
$29.14 |
$799,000 |
29,008 |
0.18% |
50,000 |
1,364 |
0.004 |
Electric Utilities |
|
WMT |
Wal-Mart Stores Inc |
60 |
- |
$60.24 |
$758,000 |
12,595 |
0.17% |
98,000 |
8,410 |
0 |
Discount, Variety Stores |
|
MCD |
McDonalds Corp |
61 |
- |
$275.00 |
$734,000 |
2,603 |
0.16% |
-36,000 |
8 |
0 |
Restaurants |
|
FB |
Meta Platforms Inc |
65 |
- |
$476.20 |
$666,000 |
1,371 |
0.15% |
239,000 |
164 |
0 |
Internet Service Prov... |
|
T |
AT&T Corp |
68 |
- |
$17.17 |
$616,000 |
35,001 |
0.14% |
71,000 |
2,517 |
0 |
Long Distance Carriers |
|
GOOG |
Alphabet Inc |
69 |
- |
$170.29 |
$592,000 |
3,886 |
0.13% |
170,000 |
893 |
0 |
Search Engines & Info... |
|
VGT |
Vanguard I T VIPERS |
70 |
- |
$516.26 |
$541,000 |
1,032 |
0.12% |
43,000 |
3 |
0 |
Closed - End Fund - E... |
|
BAC |
Bank of America Corp |
71 |
- |
$38.45 |
$538,000 |
14,176 |
0.12% |
67,000 |
183 |
0 |
Domestic Money Center... |
|
HSY |
Hershey Foods Corp |
72 |
- |
$204.78 |
$533,000 |
2,740 |
0.12% |
24,000 |
9 |
0.002 |
Confectioners |
|
HON |
Honeywell International Inc |
74 |
- |
$202.92 |
$529,000 |
2,576 |
0.12% |
-10,000 |
6 |
0 |
Conglomerates |
|
WM |
Waste Management Inc |
77 |
- |
$211.49 |
$496,000 |
2,325 |
0.11% |
80,000 |
2 |
0.001 |
Waste Management |
|
SPY |
Standard & Poors Depository... |
79 |
- |
$520.84 |
$476,000 |
910 |
0.1% |
51,000 |
16 |
0 |
Closed - End Fund - E... |
|
DUK |
Duke Energy Corp |
82 |
- |
$102.67 |
$462,000 |
4,781 |
0.1% |
14,000 |
168 |
0.001 |
Electric Utilities |
|
PRU |
Prudential Financial Inc |
84 |
- |
$118.83 |
$458,000 |
3,898 |
0.1% |
94,000 |
389 |
0.001 |
Life & Health Insurance |
|
UNP |
Union Pacific Corp |
85 |
- |
$247.40 |
$439,000 |
1,785 |
0.1% |
2,000 |
5 |
0 |
Railroads |
|
PANW |
Palo Alto Networks Inc |
86 |
- |
$297.47 |
$437,000 |
1,539 |
0.1% |
95,000 |
380 |
0.001 |
Networking & Communic... |
|
ETR |
Entergy Corp |
90 |
- |
$111.99 |
$418,000 |
3,958 |
0.09% |
18,000 |
6 |
0.002 |
Electric Utilities |
|
MS |
Morgan Stanley |
91 |
- |
$98.28 |
$417,000 |
4,433 |
0.09% |
23,000 |
208 |
0 |
Investment Brokerage ... |
|
AMAT |
Applied Materials Inc |
93 |
- |
$209.73 |
$412,000 |
1,996 |
0.09% |
92,000 |
20 |
0 |
Semiconductor Equipme... |
|
WEC |
WEC Energy Group Inc |
94 |
- |
$85.43 |
$409,000 |
4,981 |
0.09% |
-10,000 |
5 |
0.002 |
Multi Utilities |
|
HL |
Hecla Mining Co |
98 |
- |
$5.35 |
$392,000 |
81,431 |
0.09% |
1,000 |
116 |
0.016 |
Silver |
|
TXN |
Texas Instruments Inc |
99 |
- |
$187.05 |
$392,000 |
2,252 |
0.09% |
9,000 |
6 |
0 |
Semiconductor- Broad... |
|
ABT |
Abbott Laboratories |
101 |
- |
$104.74 |
$369,000 |
3,243 |
0.08% |
12,000 |
4 |
0 |
Drug Manufacturers - ... |
|
DIS |
Walt Disney Co |
105 |
- |
$105.79 |
$340,000 |
2,778 |
0.07% |
95,000 |
69 |
0 |
Entertainment - Diver... |
|
COP |
ConocoPhillips |
109 |
- |
$121.91 |
$307,000 |
2,411 |
0.07% |
45,000 |
151 |
0 |
Integrated Oil & Gas |
|
CL |
Colgate Palmolive Co |
114 |
- |
$95.10 |
$287,000 |
3,185 |
0.06% |
33,000 |
3 |
0 |
Personal Products |
|
AOS |
AO Smith Corp |
116 |
- |
$86.07 |
$278,000 |
3,108 |
0.06% |
23,000 |
13 |
0.002 |
Electronic Equipment |
|
PMF |
Pimco Municipal Income Fund |
117 |
- |
$9.13 |
$274,000 |
29,371 |
0.06% |
7,000 |
765 |
0.115 |
Closed - End Fund - Debt |
|
GLW |
Corning Inc |
118 |
- |
$34.17 |
$268,000 |
8,128 |
0.06% |
36,000 |
508 |
0.001 |
Communication Equipment |
|
WELL |
Welltower Inc |
126 |
- |
$98.83 |
$235,000 |
2,513 |
0.05% |
9,000 |
7 |
0 |
REIT - Healthcare Fac... |
|
BABA |
Alibaba Group Holding Limited |
130 |
- |
$80.04 |
$223,000 |
3,082 |
0.05% |
3,000 |
239 |
0 |
N/A |
|
UPS |
United Parcel Service Inc |
131 |
- |
$147.37 |
$218,000 |
1,467 |
0.05% |
8,000 |
134 |
0 |
AirDelivery & Freight... |
|