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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

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Holdings Found : 10     View All Holdings Currently Viewing:  New 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
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 11 New $37.81 $11,376,000 287,772 2.51% 11,376,000 287,772 0.047    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 30 New $161.40 $2,477,000 15,209 0.55% 2,477,000 15,209 0.003    Closed - End Fund - E...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 92 New $128.42 $414,000 3,228 0.09% 414,000 3,228 0    Drug Manufacturers - ...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 125 New $915.42 $236,000 243 0.05% 236,000 243 0    Semiconductor Equipme...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 128 New $61.05 $228,000 3,781 0.05% 228,000 3,781 0.001    Closed - End Fund - E...
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 133 New $55.83 $215,000 3,665 0.05% 215,000 3,665 0.003    Closed - End Fund - E...
   (MDT)1 Year Chart         MDT Medtronic Plc 137 New $82.84 $209,000 2,398 0.05% 209,000 2,398 0    Medical Appliances & ...
   (QMOM)1 Year Chart         QMOM Alpha Architect Us Quantita... 136 New $0.00 $209,000 3,532 0.05% 209,000 3,532 0.014    N/A
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 138 New $179.56 $204,000 1,011 0.04% 204,000 1,011 0    Oil & Gas Refining, P...
   (ALL)1 Year Chart         ALL Allstate Corp 139 New $172.71 $202,000 1,168 0.04% 202,000 1,168 0    Property & Casualty I...

      10 Records Found
  1    
Page 1 of 1
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