Hudock, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), Hudock, Inc. reported 167 stock positions worth $578.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.5% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 6.6%) and iShares Core S&P Midcap ETF (IJH, 5.9%). Compared with Q2 2024, it opened 7 new positions, sold out of 6, added to 89 and reduced 51. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +67%) and the biggest sale an exit from Intl Business Machines (IBM).

Most Recent 13F
Q2 2026
Location
Williamsport, PA
CIK
0001543536
Portfolio Value
$578.9M (Q3 2024)
SEC Filing
0001172661-24-004329 ↗ filed Oct 23, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $454.0M Q1 2024 Q2 2024: $536.3M Q2 2024 Q3 2024: $578.9M $578.9M Q3 2024 Q4 2024: $572.6M Q4 2024 Q1 2025: $571.8M Q1 2025 Q2 2025: $622.0M Q2 2025 Q3 2025: $658.4M Q3 2025 Q4 2025: $678.7M Q4 2025 Q1 2026: $679.7M Q1 2026 Q2 2026: $781.1M Q2 2026

Holdings 167 stocks · $578.9M

IVV iShares Core S&P 500 ETF 12.48% 125,232 $72.2M Add +0.3%
VCIT Vanguard Int-Term Corporate 6.64% 458,873 $38.4M Add +3.9%
IJH iShares Core S&P Midcap ETF 5.85% 543,435 $33.9M Add +1.1%
IJR iShares Core S&P Small-Cap E 5.64% 279,019 $32.6M Add +1.3%
SCHD Schwab US DVD Equity ETF 5.27% 360,690 $30.5M Add +0.5%
VWO Vanguard Ftse Emerging Marke 4.62% 558,994 $26.7M Add +1.7%
JPST JPMorgan Ultra-Short Income 3.96% 451,867 $22.9M Add +67.5%
QQQ Invesco QQQ Trust Series 1 3.59% 42,543 $20.8M Add +0.3%
AGG iShares Core U.S. Aggregate 3.59% 204,971 $20.8M Reduce -1.5%
VEA Vanguard Ftse Developed ETF 3.44% 377,214 $19.9M Add +0.9%
QQQM Invesco Nasdaq 100 ETF 3.27% 94,254 $18.9M Add +2.1%
IUSG iShares Core S&P U.S. Growth 3.07% 134,920 $17.8M Reduce -0.4%
COWZ Pacer US Cash Cows 100 ETF 3.02% 301,957 $17.5M Add +1.9%
XLRE SS Real Estate Select Sector 2.21% 286,524 $12.8M Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 1.95% 24,584 $11.3M Reduce -1.2%
IEF iShares 7-10 Year Treasury B 1.79% 105,548 $10.4M Add +1.8%
MUB iShares National Muni Bond E 1.59% 84,866 $9.2M Reduce 0.0%
AAPL Apple Inc. 1.42% 35,382 $8.2M Add +3.0%
VOO Vanguard S&P 500 ETF 1.22% 13,347 $7.0M Add +1.4%
ITOT iShares Core S&P Total U.S. 0.98% 45,342 $5.7M Reduce -1.0%
MSFT Microsoft Corp. 0.94% 12,704 $5.5M Add +1.2%
IOO iShares Global 100 ETF 0.92% 53,474 $5.3M Add +0.6%
SHYG iShares 0-5 YR HY Corp. Bond 0.87% 115,781 $5.0M Add +4.2%
JPM JPMorgan Chase & Co. 0.82% 22,597 $4.8M Reduce -0.5%
CAT Caterpillar Inc. 0.64% 9,521 $3.7M Reduce -4.3%
DEW Wisdomtree Global High Divid 0.64% 67,315 $3.7M Add +5.9%
SMH Vaneck Semiconductor ETF 0.63% 14,743 $3.6M Reduce -2.0%
SPGP Invesco S&P 500 Garp ETF 0.55% 30,326 $3.2M Add +3.0%
XOM Exxon Mobil Corp. 0.54% 26,457 $3.1M Add +0.6%
BX Blackstone Inc. 0.53% 20,011 $3.1M Add +2.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.52% 7,104 $3.0M Reduce -0.3%
MRK Merck & Co. Inc. 0.50% 25,523 $2.9M Reduce -4.9%
CVX Chevron Corp. 0.50% 19,547 $2.9M Add +0.7%
NVDA Nvidia Corp. 0.49% 23,515 $2.9M Add +1.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.47% 15,453 $2.7M Add +0.8%
SHY iShares 1-3 Year Treasury Bo 0.43% 30,144 $2.5M Reduce -37.5%
LLY Eli Lilly & Co. 0.43% 2,797 $2.5M Add +0.8%
CZFS Citizens Financial Services 0.42% 41,116 $2.4M Add +0.2%
PG The Procter & Gamble Co. 0.41% 13,599 $2.4M Add +0.4%
JNJ Johnson & Johnson 0.38% 13,417 $2.2M Reduce -1.6%
AMGN Amgen Inc. 0.36% 6,433 $2.1M Add +0.1%
PWOD Penns Woods Bancorp Inc. 0.35% 85,326 $2.0M Reduce -1.8%
KO The Coca-Cola Co. 0.33% 26,912 $1.9M Reduce -0.4%
PSLV Sprott Physical Silver Trust 0.32% 179,435 $1.9M No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.32% 10,402 $1.9M Add +3.5%
VZ Verizon Communications Inc. 0.32% 41,016 $1.8M Reduce -1.3%
XLV SS Health Care Select Sector 0.27% 10,225 $1.6M Reduce -1.0%
CSCO Cisco Systems Inc. 0.27% 29,291 $1.6M Add +0.4%
AMZN Amazon.com Inc. 0.24% 7,367 $1.4M Add +2.4%
PFE Pfizer Inc. 0.24% 47,249 $1.4M Reduce -3.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.23% 16,672 $1.3M Reduce -1.4%
GS Goldman Sachs Group Inc. 0.23% 2,687 $1.3M Add +0.3%
XLP SS Consumer Staples Sel Sect 0.22% 15,627 $1.3M Reduce -1.4%
PEP Pepsico Inc. 0.22% 7,548 $1.3M Add +1.4%
DOW Dow Inc. 0.21% 22,546 $1.2M Add +0.6%
MMM 3M Co. 0.21% 8,888 $1.2M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 0.20% 4,133 $1.2M Reduce -1.5%
WMT Walmart Inc. 0.18% 13,039 $1.1M Add +1.2%
LMT Lockheed Martin Corp. 0.18% 1,753 $1.0M Reduce -0.8%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.17% 7,835 $1.0M Add +0.8%
HD Home Depot Inc. 0.16% 2,258 $915K Reduce -0.9%
NEE Nextera Energy Inc. 0.16% 10,673 $902K Add +0.0%
VNQ Vanguard Real Estate ETF 0.15% 9,157 $892K Reduce -3.0%
PPL PPL Corp. 0.14% 24,169 $800K Reduce -10.3%
GLD SPDR Gold Shares 0.14% 3,263 $793K Add +6.5%
GOOGL Alphabet Inc. Class A 0.14% 4,774 $792K Add +3.5%
SCHB Schwab US Broad Market ETF 0.13% 11,592 $771K Add +0.4%
META Meta Platforms Inc. Class A 0.13% 1,345 $770K Reduce -1.8%
T AT&T Inc. 0.13% 33,263 $732K Add +0.8%
AMAT Applied Materials Inc. 0.12% 3,406 $688K Add +70.4%
MCD McDonald's Corp. 0.12% 2,221 $677K Add +0.3%
CZNC Citizens & Northern Corp. 0.11% 32,523 $640K Reduce -1.5%
RTX RTX Corp. 0.11% 5,269 $638K Add +0.1%
GOOG Alphabet Inc. Class C 0.11% 3,788 $633K Reduce -1.5%
J P MORGAN EXCHANGE TRADED F 0.11% 12,880 $627K Add +4.3%
VGT Vanguard Info Tech ETF 0.11% 1,064 $624K Add +3.1%
DUK Duke Energy Corp. 0.10% 5,180 $597K Add +0.2%
AON Aon PLC Class A 0.10% 1,721 $596K No change
ORCL Oracle Corp. 0.10% 3,351 $571K No change
HL Hecla Mining Co. 0.09% 81,734 $545K Add +0.3%
GE General Electric filed as GE AEROSPACE 0.09% 2,860 $539K No change
SOFI Sofi Technologies Inc. 0.09% 68,372 $537K Reduce -26.2%
HON Honeywell International Inc. 0.09% 2,587 $535K Reduce -0.1%
SLV iShares Silver Trust 0.09% 18,803 $534K No change
AMD Advanced Micro Devices 0.09% 3,253 $534K Add +3.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 13,419 $533K Reduce -5.8%
HSY The Hershey Co. 0.09% 2,763 $530K Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.09% 914 $525K Add +0.2%
ITA iShares U.S. Aerospace & Def 0.09% 3,494 $523K Add +0.1%
ETR Entergy Corp. 0.09% 3,968 $522K Add +0.1%
V Visa Inc. Class A 0.09% 1,876 $516K Reduce -0.3%
VT Vanguard Tot World STK ETF 0.09% 4,265 $511K Reduce -0.6%
WFC Wells Fargo & Co. 0.09% 8,763 $495K Add +0.0%
WM Waste Management Inc. 0.08% 2,327 $483K Add +0.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.08% 9,352 $478K No change
MINT PIMCO Enhanced Short Maturit 0.08% 4,736 $477K Reduce -5.0%
APD Air Products & Chemicals Inc. 0.08% 1,597 $476K No change
PRU Prudential Financial Inc. 0.08% 3,916 $474K Add +0.2%
WEC WEC Energy Group Inc. 0.08% 4,907 $472K Reduce -1.6%
TXN Texas Instruments Inc. 0.08% 2,253 $465K Add +0.0%

Show all 167 holdings

Portfolio Sells Q2 2024 → Q3 2024

IBM Intl Business Machines Corp. Sold out 0.00% −0.40
SHY iShares 1-3 Year Treasury Bo Reduce -37.5% 0.43% −0.30
AGG iShares Core U.S. Aggregate Reduce -1.5% 3.59% −0.18
IUSG iShares Core S&P U.S. Growth Reduce -0.4% 3.07% −0.14
MRK Merck & Co. Inc. Reduce -4.9% 0.50% −0.12
SMH Vaneck Semiconductor ETF Reduce -2.0% 0.63% −0.11
SRVR Pacer Data & Infrastructure Sold out 0.00% −0.09
MUB iShares National Muni Bond E Reduce 0.0% 1.59% −0.09
EVRG Evergy Inc. Sold out 0.00% −0.05
BILL Bill Holdings Inc. Sold out 0.00% −0.04
EMXC iShares MSCI Emr MRK Ex Chna Sold out 0.00% −0.04
UPS United Parcel Service Class B Sold out 0.00% −0.04
NVO Novo-Nordisk A/S-Spons ADR Reduce -22.1% 0.05% −0.03
JPM JPMorgan Chase & Co. Reduce -0.5% 0.82% −0.03
ITOT iShares Core S&P Total U.S. Reduce -1.0% 0.98% −0.03
INTC Intel Corp. Reduce -1.8% 0.06% −0.03
GOOG Alphabet Inc. Class C Reduce -1.5% 0.11% −0.02
SOFI Sofi Technologies Inc. Reduce -26.2% 0.09% −0.02
GDMA Gadsden Dynamic Multi-Asset Reduce -21.9% 0.06% −0.02
PFE Pfizer Inc. Reduce -3.2% 0.24% −0.02
PANW Palo Alto Networks Inc. Reduce -11.7% 0.08% −0.02
PKW Invesco Buyback Achievers Et Reduce -23.6% 0.05% −0.01
BAC Bank of America Corp. Reduce -5.8% 0.09% −0.01
ADBE Adobe Inc. Reduce -4.5% 0.06% −0.01
MINT PIMCO Enhanced Short Maturit Reduce -5.0% 0.08% −0.01
HON Honeywell International Inc. Reduce -0.1% 0.09% −0.01
EQT Eqt Corp. Reduce -15.4% 0.03% −0.01
XLV SS Health Care Select Sector Reduce -1.0% 0.27% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.5% 0.20% −0.01
BNY Bank of New York Mellon Corp. Reduce -19.7% 0.04% −0.01
BABA Alibaba Group Holding-SP ADR Reduce -32.8% 0.04% −0.00
V Visa Inc. Class A Reduce -0.3% 0.09% −0.00
XLP SS Consumer Staples Sel Sect Reduce -1.4% 0.22% −0.00
MS Morgan Stanley Reduce -1.9% 0.08% −0.00
VT Vanguard Tot World STK ETF Reduce -0.6% 0.09% −0.00
VZ Verizon Communications Inc. Reduce -1.3% 0.32% −0.00
PPL PPL Corp. Reduce -10.3% 0.14% −0.00
DIA SS SPDR Dow Jones Indus Avg Reduce -0.3% 0.52% −0.00
GLW Corning Inc. Reduce -7.6% 0.06% −0.00
CZNC Citizens & Northern Corp. Reduce -1.5% 0.11% +0.00
KBWP Invesco KBW Property & Casua Reduce -1.3% 0.05% +0.00
JNJ Johnson & Johnson Reduce -1.6% 0.38% +0.00
META Meta Platforms Inc. Class A Reduce -1.8% 0.13% +0.00
D Dominion Energy Inc. Reduce -1.5% 0.06% +0.00
WELL Welltower Inc. Reduce -1.8% 0.05% +0.01
PNC PNC Financial Services Group Reduce -0.5% 0.07% +0.01
VNQ Vanguard Real Estate ETF Reduce -3.0% 0.15% +0.01
WEC WEC Energy Group Inc. Reduce -1.6% 0.08% +0.01
HD Home Depot Inc. Reduce -0.9% 0.16% +0.01
KO The Coca-Cola Co. Reduce -0.4% 0.33% +0.01

Portfolio Buys Q2 2024 → Q3 2024

JPST JPMorgan Ultra-Short Income Add +67.5% 3.96% +1.42
IJR iShares Core S&P Small-Cap E Add +1.3% 5.64% +0.16
VWO Vanguard Ftse Emerging Marke Add +1.7% 4.62% +0.14
BX Blackstone Inc. Add +2.2% 0.53% +0.08
AAPL Apple Inc. Add +3.0% 1.42% +0.07
CZFS Citizens Financial Services Add +0.2% 0.42% +0.07
SCHD Schwab US DVD Equity ETF Add +0.5% 5.27% +0.06
VCIT Vanguard Int-Term Corporate Add +3.9% 6.64% +0.05
DEW Wisdomtree Global High Divid Add +5.9% 0.64% +0.04
TSLA Tesla Inc. New 0.04% +0.04
TT Trane Technologies PLC New 0.04% +0.04
ALL Allstate Corp. New 0.04% +0.04
CMI Cummins Inc. New 0.04% +0.04
MDT Medtronic PLC New 0.04% +0.04
SGOL Abrdn Physical Gold Shares New 0.04% +0.04
MTB M & T Bank Corp. Add +3.5% 0.32% +0.04
BIP Brookfield Infrastructure Pa New 0.04% +0.04
AMAT Applied Materials Inc. Add +70.4% 0.12% +0.03
HL Hecla Mining Co. Add +0.3% 0.09% +0.02
WMT Walmart Inc. Add +1.2% 0.18% +0.02
NEE Nextera Energy Inc. Add +0.0% 0.16% +0.01
GLD SPDR Gold Shares Add +6.5% 0.14% +0.01
RTX RTX Corp. Add +0.1% 0.11% +0.01
MCD McDonald's Corp. Add +0.3% 0.12% +0.01
ETR Entergy Corp. Add +0.1% 0.09% +0.01
URI United Rentals Inc. Add +0.2% 0.08% +0.01
CSCO Cisco Systems Inc. Add +0.4% 0.27% +0.01
AVGO Broadcom Inc. Add +19.5% 0.07% +0.01
BMY Bristol-Myers Squibb Co. Add +7.5% 0.05% +0.01
PEG Public Service Enterprise GP Add +1.6% 0.08% +0.01
CEG Constellation Energy Add +0.1% 0.05% +0.01
T AT&T Inc. Add +0.8% 0.13% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +0.8% 0.47% +0.01
DUK Duke Energy Corp. Add +0.2% 0.10% +0.01
COWZ Pacer US Cash Cows 100 ETF Add +1.9% 3.02% +0.01
PM Philip Morris International Add +0.4% 0.06% +0.01
ABBV Abbvie Inc. Add +0.2% 0.08% +0.00
ITA iShares U.S. Aerospace & Def Add +0.1% 0.09% +0.00
VRT Vertiv Holdings Co. Class A Add +1.9% 0.06% +0.00
ABT Abbott Laboratories Add +4.9% 0.07% +0.00
GS Goldman Sachs Group Inc. Add +0.3% 0.23% +0.00
XPMFX PIMCO Municipal Income Fund Add +0.7% 0.05% +0.00
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +0.8% 0.17% +0.00
VXUS Vanguard Total Intl Stock Add +5.0% 0.04% +0.00
XLI SS Industrial Select Sector Add +0.2% 0.05% +0.00
AOS Smith (a.o.) Corp. Add +0.4% 0.05% +0.00
JEPI JPMorgan Equity Premium Inco Add +4.5% 0.05% +0.00
XLB SS Materials Select Sector Add +0.2% 0.05% +0.00
RSP Invesco S&P 500 Equal Weight Add +0.4% 0.04% +0.00
SCHX Schwab US Large-Cap ETF Add +2.8% 0.07% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 217$781.1MIVV, IJH, VCIT, IJR, QQQM
Q1 2026 200$679.7MIVV, VCIT, IJH, DFIV, IJR
Q4 2025 194$678.7MIVV, VCIT, IJH, IJR, VWO
Q3 2025 199$658.4MIVV, VCIT, IJH, VWO, IJR
Q2 2025 183$622.0MIVV, VCIT, IJH, VWO, IJR
Q1 2025 177$571.8MIVV, VCIT, IJH, IJR, SCHD
Q4 2024 175$572.6MIVV, VCIT, IJH, IJR, SCHD
Q3 2024 167$578.9MIVV, VCIT, IJH, IJR, SCHD
Q2 2024 166$536.3MIVV, VCIT, IJH, IJR, SCHD
Q1 2024 139$454.0MIVV, IJH, VCIT, IJR, SCHD