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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 : 10     View All Holdings Currently Viewing:  Unchanged 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
   (CZFS)1 Year Chart         CZFS Citizens Financial Services... 36 - $47.40 $1,988,000 40,401 0.44% -627,000 0 1.157    Domestic Regional Banks
   (PSLV)1 Year Chart         PSLV Sprott Physical Silver Trus... 45 - $9.53 $1,488,000 179,435 0.33% 38,000 0 0.012    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 80 - $50.18 $473,000 9,352 0.1% -4,000 0 0.001    N/A
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 100 - $250.55 $387,000 1,597 0.09% -50,000 0 0.001    Diversified Chemicals
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 106 - $74.01 $330,000 4,944 0.07% 28,000 0 0.001    Multi Utilities
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 108 - $250.33 $324,000 1,206 0.07% 8,000 0 0    Diversified Machinery
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 115 - $593.03 $283,000 487 0.06% 24,000 0 0    Medical Laboratories ...
   (AXP)1 Year Chart         AXP American Express Co 121 - $242.30 $258,000 1,131 0.06% 46,000 0 0    Credit Services
   (SDOG)1 Year Chart         SDOG Alps Sector Dividend Dogs 127 - $53.71 $231,000 4,285 0.05% 11,000 0 0.019    N/A
   (DNP)1 Year Chart         DNP DNP Select Income Fund Inc 135 - $9.02 $211,000 23,240 0.05% 14,000 0 0.008    Closed - End Fund - E...

      10 Records Found
  1    
Page 1 of 1
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