Hudock, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Hudock, Inc. reported 175 stock positions worth $572.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.8% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 6.5%) and iShares Core S&P Midcap ETF (IJH, 5.9%). Compared with Q3 2024, it opened 14 new positions, sold out of 6, added to 71 and reduced 62. The biggest buy was a new position in Intl Business Machines (IBM) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −7%).

Most Recent 13F
Q2 2026
Location
Williamsport, PA
CIK
0001543536
Portfolio Value
$572.6M (Q4 2024)
SEC Filing
0001172661-25-000411 ↗ filed Jan 29, 2025

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 Q3 2024 Q4 2024: $572.6M $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 175 stocks · $572.6M
IVV iShares Core S&P 500 ETF 12.79% 124,362 $73.2M Reduce -0.7%
VCIT Vanguard Int-Term Corporate 6.46% 461,030 $37.0M Add +0.5%
IJH iShares Core S&P Midcap ETF 5.90% 542,261 $33.8M Reduce -0.2%
IJR iShares Core S&P Small-Cap E 5.64% 280,031 $32.3M Add +0.4%
SCHD Schwab US DVD Equity ETF 5.15% 1,079,201 $29.5M Reduce -0.3%
VWO Vanguard Ftse Emerging Marke 4.33% 563,266 $24.8M Add +0.8%
QQQ Invesco QQQ Trust Series 1 3.78% 42,284 $21.6M Reduce -0.6%
JPST JPMorgan Ultra-Short Income 3.69% 419,700 $21.1M Reduce -7.1%
QQQM Invesco Nasdaq 100 ETF 3.46% 94,198 $19.8M Reduce -0.1%
AGG iShares Core U.S. Aggregate 3.40% 200,683 $19.4M Reduce -2.1%
IUSG iShares Core S&P U.S. Growth 3.25% 133,702 $18.6M Reduce -0.9%
VEA Vanguard Ftse Developed ETF 3.19% 381,904 $18.3M Add +1.2%
COWZ Pacer US Cash Cows 100 ETF 2.97% 301,539 $17.0M Reduce -0.1%
XLRE SS Real Estate Select Sector 2.02% 284,861 $11.6M Reduce -0.6%
BRK.B Berkshire Hathaway Inc. Class B 1.90% 23,977 $10.9M Reduce -2.5%
IEF iShares 7-10 Year Treasury B 1.66% 103,037 $9.5M Reduce -2.4%
MUB iShares National Muni Bond E 1.59% 85,384 $9.1M Add +0.6%
AAPL Apple Inc. 1.52% 34,780 $8.7M Reduce -1.7%
VOO Vanguard S&P 500 ETF 1.26% 13,380 $7.2M Add +0.3%
ITOT iShares Core S&P Total U.S. 0.96% 42,867 $5.5M Reduce -5.5%
IOO iShares Global 100 ETF 0.95% 54,018 $5.4M Add +1.0%
JPM JPMorgan Chase & Co. 0.92% 22,029 $5.3M Reduce -2.5%
MSFT Microsoft Corp. 0.92% 12,478 $5.3M Reduce -1.8%
SHYG iShares 0-5 YR HY Corp. Bond 0.87% 117,487 $5.0M Add +1.5%
SMH Vaneck Semiconductor ETF 0.62% 14,756 $3.6M Add +0.1%
DEW Wisdomtree Global High Divid 0.61% 67,126 $3.5M Reduce -0.3%
BX Blackstone Inc. 0.60% 19,840 $3.4M Reduce -0.8%
CAT Caterpillar Inc. 0.59% 9,311 $3.4M Reduce -2.2%
SPGP Invesco S&P 500 Garp ETF 0.56% 30,744 $3.2M Add +1.4%
NVDA Nvidia Corp. 0.55% 23,476 $3.2M Reduce -0.2%
XOM Exxon Mobil Corp. 0.50% 26,511 $2.9M Add +0.2%
CVX Chevron Corp. 0.50% 19,574 $2.8M Add +0.1%
PG The Procter & Gamble Co. 0.49% 16,894 $2.8M Add +24.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.48% 12,458 $2.7M New
VTV Vanguard Mrngstr Val ETF-Aui 0.46% 15,476 $2.6M Add +0.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.46% 6,123 $2.6M Reduce -13.8%
CZFS Citizens Financial Services 0.45% 40,542 $2.6M Reduce -1.4%
MRK Merck & Co. Inc. 0.43% 25,002 $2.5M Reduce -2.0%
SHY iShares 1-3 Year Treasury Bo 0.43% 30,127 $2.5M Reduce -0.1%
LLY Eli Lilly & Co. 0.41% 3,046 $2.4M Add +8.9%
PWOD Penns Woods Bancorp Inc. 0.41% 76,437 $2.3M Reduce -10.4%
MTB M & T Bank Corp. filed as M & T BK CORP 0.34% 10,381 $2.0M Reduce -0.2%
JNJ Johnson & Johnson 0.34% 13,389 $1.9M Reduce -0.2%
PSLV Sprott Physical Silver Trust 0.30% 179,435 $1.7M No change
CSCO Cisco Systems Inc. 0.30% 29,077 $1.7M Reduce -0.7%
KO The Coca-Cola Co. 0.29% 26,907 $1.7M Reduce -0.0%
AMGN Amgen Inc. 0.28% 6,417 $1.6M Reduce -0.3%
AMZN Amazon.com Inc. 0.28% 7,367 $1.6M No change
VZ Verizon Communications Inc. 0.27% 38,754 $1.5M Reduce -5.5%
GS Goldman Sachs Group Inc. 0.27% 2,693 $1.5M Add +0.2%
XLV SS Health Care Select Sector 0.25% 10,330 $1.4M Add +1.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.23% 17,684 $1.3M Add +6.1%
XLP SS Consumer Staples Sel Sect 0.22% 15,877 $1.2M Add +1.6%
VTI VG Morningstar TS MKT ETF-US 0.21% 4,083 $1.2M Reduce -1.2%
WMT Walmart Inc. 0.20% 12,684 $1.1M Reduce -2.7%
PEP Pepsico Inc. 0.20% 7,494 $1.1M Reduce -0.7%
MMM 3M Co. 0.20% 8,827 $1.1M Reduce -0.7%
PFE Pfizer Inc. 0.19% 42,034 $1.1M Reduce -11.0%
SOFI Sofi Technologies Inc. 0.18% 66,914 $1.0M Reduce -2.1%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.16% 7,337 $916K Reduce -6.4%
GOOGL Alphabet Inc. Class A 0.16% 4,776 $904K Add +0.0%
HD Home Depot Inc. 0.15% 2,262 $880K Add +0.2%
CZNC Citizens & Northern Corp. 0.15% 46,235 $860K Add +42.2%
LMT Lockheed Martin Corp. 0.15% 1,756 $853K Add +0.2%
VNQ Vanguard Real Estate ETF 0.14% 9,084 $809K Reduce -0.8%
SCHB Schwab US Broad Market ETF 0.14% 34,809 $790K No change
GOOG Alphabet Inc. Class C 0.14% 4,102 $781K Add +8.3%
NEE Nextera Energy Inc. 0.13% 10,676 $765K Add +0.0%
PPL PPL Corp. 0.13% 23,474 $762K Reduce -2.9%
T AT&T Inc. 0.13% 33,072 $753K Reduce -0.6%
GLD SPDR Gold Shares 0.13% 3,103 $751K Reduce -4.9%
AMAT Applied Materials Inc. 0.12% 4,133 $672K Add +21.3%
META Meta Platforms Inc. Class A 0.12% 1,145 $670K Reduce -14.9%
VGT Vanguard Info Tech ETF 0.11% 1,045 $650K Reduce -1.8%
MCD McDonald's Corp. 0.11% 2,229 $646K Add +0.4%
AON Aon PLC Class A 0.11% 1,721 $618K No change
WFC Wells Fargo & Co. 0.11% 8,771 $616K Add +0.1%
RTX RTX Corp. 0.11% 5,274 $610K Add +0.1%
ETR Entergy Corp. 0.11% 7,945 $602K Add +0.1%
V Visa Inc. Class A 0.10% 1,878 $594K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 13,447 $591K Add +0.2%
MS Morgan Stanley 0.09% 4,270 $537K Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.09% 915 $537K Add +0.1%
NEAR iShares SH Dba ETF Usd Inc. 0.09% 10,543 $532K New
DUK Duke Energy Corp. 0.09% 4,935 $532K Reduce -4.7%
ITA iShares U.S. Aerospace & Def 0.09% 3,610 $525K Add +3.3%
HON Honeywell International Inc. 0.09% 2,291 $518K Reduce -11.4%
DDOG Datadog Inc. Class A 0.09% 3,596 $514K No change
AVGO Broadcom Inc. 0.09% 2,203 $511K Add +0.2%
ADBE Adobe Inc. 0.09% 1,146 $510K Add +75.5%
VT Vanguard Tot World STK ETF 0.09% 4,285 $504K Add +0.5%
SLV iShares Silver Trust 0.09% 18,803 $495K No change
AMD Advanced Micro Devices 0.09% 4,037 $488K Add +24.1%
GE General Electric filed as GE AEROSPACE 0.08% 2,855 $476K Reduce -0.2%
WM Waste Management Inc. 0.08% 2,328 $470K Add +0.0%
ORCL Oracle Corp. 0.08% 2,818 $470K Reduce -15.9%
HSY The Hershey Co. 0.08% 2,772 $470K Add +0.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.08% 9,352 $469K No change
PANW Palo Alto Networks Inc. 0.08% 2,568 $467K Reduce -5.5%
APD Air Products & Chemicals Inc. 0.08% 1,597 $463K No change
WEC WEC Energy Group Inc. 0.08% 4,910 $462K Add +0.1%
MA Mastercard Inc. Class A 0.08% 876 $462K Reduce -0.2%
PRU Prudential Financial Inc. 0.08% 3,879 $460K Reduce -0.9%
NVO Novo-Nordisk A/S-Spons ADR 0.08% 5,308 $457K Add +106.9%
DOW Dow Inc. 0.08% 11,166 $448K Reduce -50.5%
PEG Public Service Enterprise GP 0.07% 5,038 $426K Add +0.1%
MINT PIMCO Enhanced Short Maturit 0.07% 4,228 $424K Reduce -10.7%
TXN Texas Instruments Inc. 0.07% 2,253 $423K No change
PNC PNC Financial Services Group 0.07% 2,111 $407K Add +0.1%
UNP Union Pacific Corp. 0.07% 1,785 $407K No change
HL Hecla Mining Co. 0.07% 81,940 $402K Add +0.3%
URI United Rentals Inc. 0.07% 569 $401K Add +0.2%
ABBV Abbvie Inc. 0.07% 2,234 $397K Add +0.2%
VRT Vertiv Holdings Co. Class A 0.07% 3,456 $393K Add +6.8%
SCHX Schwab US Large-Cap ETF 0.07% 16,890 $392K No change
FELC Fidelity Enh LRG Cap Cor ETF 0.07% 11,860 $391K No change
ABT Abbott Laboratories 0.07% 3,417 $387K Add +0.2%
TSLA Tesla Inc. 0.07% 942 $380K Reduce -0.3%
PGR Progressive Corp. 0.07% 1,581 $379K No change
D Dominion Energy Inc. 0.06% 6,598 $355K Add +4.3%
GLW Corning Inc. 0.06% 7,383 $351K Add +0.0%
SCHG Schwab US Large-Cap Growth 0.06% 12,503 $348K No change
GDMA Gadsden Dynamic Multi-Asset 0.06% 10,644 $337K Reduce -0.4%
AXP American Express Co. 0.06% 1,131 $336K No change
PM Philip Morris International 0.06% 2,778 $334K Add +0.3%
ITW Illinois Tool Works 0.06% 1,306 $331K No change
WELL Welltower Inc. 0.05% 2,479 $313K Add +0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 2,785 $310K No change
BMY Bristol-Myers Squibb Co. 0.05% 5,462 $309K Reduce -6.1%
DKNG Draftkings Inc. Class A 0.05% 7,767 $289K Reduce -0.7%
PKW Invesco Buyback Achievers Et 0.05% 2,477 $285K Add +0.1%
ARM Arm Holdings PLC-ADR 0.05% 2,286 $282K No change
XLI SS Industrial Select Sector 0.05% 2,133 $281K Add +0.8%
CL Colgate-Palmolive Co. 0.05% 3,038 $276K Reduce -4.7%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 3,524 $271K No change
KBWP Invesco KBW Property & Casua 0.05% 2,319 $269K Add +0.2%
JEPI JPMorgan Equity Premium Inco 0.05% 4,630 $266K Add +0.5%
CEG Constellation Energy 0.05% 1,186 $266K No change
MRVL Marvell Technology Inc. 0.05% 2,398 $265K New
XLB SS Materials Select Sector 0.05% 3,139 $264K Reduce -0.7%
ROK Rockwell Automation Inc. 0.05% 910 $260K Add +0.1%
TMO Thermo Fisher Scientific Inc. 0.04% 487 $254K No change
INTC Intel Corp. 0.04% 12,605 $253K Reduce -13.1%
EQT Eqt Corp. 0.04% 5,468 $252K Add +0.1%
SUSA iShares ESG Optimized MSCI U 0.04% 2,072 $252K Add +0.1%
RCL Royal Caribbean Cruises Ltd. 0.04% 1,071 $247K New
VGK Vanguard Ftse Europe ETF 0.04% 3,874 $246K Add +0.8%
SDOG Alps Sector Dividend Dogs 0.04% 4,285 $242K No change
CMI Cummins Inc. 0.04% 686 $239K Add +0.4%
AZN Astrazeneca PLC-Spons ADR 0.04% 3,603 $236K No change
IHI iShares U.S. Medical Devices 0.04% 3,934 $230K New
IBB iShares Biotechnology ETF 0.04% 1,734 $229K New
PBR Petroleo Brasileiro-Spon ADR 0.04% 17,787 $229K Add +56.9%
MPC Marathon Petroleum Corp. 0.04% 1,636 $228K Add +13.0%
QMOM Alpha US Quant Mom ETF 0.04% 3,549 $228K Add +0.5%
NFLX Netflix Inc. 0.04% 255 $227K New
RSP Invesco S&P 500 Equal Weight 0.04% 1,294 $227K Add +0.3%
ALL Allstate Corp. 0.04% 1,168 $225K No change
GEV GE Vernova Inc. 0.04% 683 $225K New
VXUS Vanguard Total Intl Stock 0.04% 3,797 $224K Add +1.4%
EMXC iShares MSCI Emr MRK Ex Chna 0.04% 4,025 $223K New
BA The Boeing Co. 0.04% 1,252 $222K New
TT Trane Technologies PLC 0.04% 600 $222K No change
GNR State Street SPDR S&P Global 0.04% 4,391 $219K Add +0.5%
XPMFX PIMCO Municipal Income Fund 0.04% 23,984 $215K Reduce -19.5%
SGOL Abrdn Physical Gold Shares 0.04% 8,588 $215K No change
AOS Smith (a.o.) Corp. 0.04% 3,132 $214K No change
DOCU Docusign Inc. 0.04% 2,361 $212K New
LRCX Lam Research Corp. 0.04% 2,889 $209K Add +11.5%
DNP DNP Select Income Fund Inc. 0.04% 23,240 $205K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.04% 1,908 $204K New
COP Conocophillips 0.04% 2,055 $204K Reduce -14.9%
WMB Williams Cos Inc. 0.04% 3,737 $202K New
CLF Cleveland-Cliffs Inc. 0.02% 14,554 $137K Add +3.9%
AMPLIFY ETF TR 0.00% 11,200 $23K New

Portfolio Sells Q3 2024 → Q4 2024
JPST JPMorgan Ultra-Short Income Reduce -7.1% 3.69% −0.27
AGG iShares Core U.S. Aggregate Reduce -2.1% 3.40% −0.19
XLRE SS Real Estate Select Sector Reduce -0.6% 2.02% −0.19
DOW Dow Inc. Reduce -50.5% 0.08% −0.13
IEF iShares 7-10 Year Treasury B Reduce -2.4% 1.66% −0.13
SCHD Schwab US DVD Equity ETF Reduce -0.3% 5.15% −0.12
J P MORGAN EXCHANGE TRADED F Sold out 0.00% −0.11
AMGN Amgen Inc. Reduce -0.3% 0.28% −0.07
MRK Merck & Co. Inc. Reduce -2.0% 0.43% −0.07
DIA SS SPDR Dow Jones Indus Avg Reduce -13.8% 0.46% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.5% 1.90% −0.06
CAT Caterpillar Inc. Reduce -2.2% 0.59% −0.05
VZ Verizon Communications Inc. Reduce -5.5% 0.27% −0.05
COWZ Pacer US Cash Cows 100 ETF Reduce -0.1% 2.97% −0.04
KO The Coca-Cola Co. Reduce -0.0% 0.29% −0.04
PFE Pfizer Inc. Reduce -11.0% 0.19% −0.04
CI The Cigna Group Sold out 0.00% −0.04
MDT Medtronic PLC Sold out 0.00% −0.04
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.04
JNJ Johnson & Johnson Reduce -0.2% 0.34% −0.04
BIP Brookfield Infrastructure Pa Sold out 0.00% −0.04
SHEL Shell PLC-ADR Sold out 0.00% −0.03
MSFT Microsoft Corp. Reduce -1.8% 0.92% −0.03
DEW Wisdomtree Global High Divid Reduce -0.3% 0.61% −0.02
PEP Pepsico Inc. Reduce -0.7% 0.20% −0.02
ITOT iShares Core S&P Total U.S. Reduce -5.5% 0.96% −0.02
ORCL Oracle Corp. Reduce -15.9% 0.08% −0.02
META Meta Platforms Inc. Class A Reduce -14.9% 0.12% −0.02
XPMFX PIMCO Municipal Income Fund Reduce -19.5% 0.04% −0.02
INTC Intel Corp. Reduce -13.1% 0.04% −0.01
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -6.4% 0.16% −0.01
VNQ Vanguard Real Estate ETF Reduce -0.8% 0.14% −0.01
MMM 3M Co. Reduce -0.7% 0.20% −0.01
DUK Duke Energy Corp. Reduce -4.7% 0.09% −0.01
GE General Electric Reduce -0.2% 0.08% −0.01
CL Colgate-Palmolive Co. Reduce -4.7% 0.05% −0.01
COP Conocophillips Reduce -14.9% 0.04% −0.01
MINT PIMCO Enhanced Short Maturit Reduce -10.7% 0.07% −0.01
XLB SS Materials Select Sector Reduce -0.7% 0.05% −0.01
GLD SPDR Gold Shares Reduce -4.9% 0.13% −0.01
PPL PPL Corp. Reduce -2.9% 0.13% −0.01
DKNG Draftkings Inc. Class A Reduce -0.7% 0.05% −0.00
GDMA Gadsden Dynamic Multi-Asset Reduce -0.4% 0.06% −0.00
HON Honeywell International Inc. Reduce -11.4% 0.09% −0.00
SHY iShares 1-3 Year Treasury Bo Reduce -0.1% 0.43% −0.00
PRU Prudential Financial Inc. Reduce -0.9% 0.08% −0.00
PANW Palo Alto Networks Inc. Reduce -5.5% 0.08% +0.00
BMY Bristol-Myers Squibb Co. Reduce -6.1% 0.05% +0.00
VTI VG Morningstar TS MKT ETF-US Reduce -1.2% 0.21% +0.00
T AT&T Inc. Reduce -0.6% 0.13% +0.01

Portfolio Buys Q3 2024 → Q4 2024
IBM Intl Business Machines Corp. New 0.48% +0.48
NEAR iShares SH Dba ETF Usd Inc. New 0.09% +0.09
PG The Procter & Gamble Co. Add +24.2% 0.49% +0.09
MRVL Marvell Technology Inc. New 0.05% +0.05
RCL Royal Caribbean Cruises Ltd. New 0.04% +0.04
VOO Vanguard S&P 500 ETF Add +0.3% 1.26% +0.04
IBB iShares Biotechnology ETF New 0.04% +0.04
IHI iShares U.S. Medical Devices New 0.04% +0.04
NFLX Netflix Inc. New 0.04% +0.04
CZNC Citizens & Northern Corp. Add +42.2% 0.15% +0.04
GS Goldman Sachs Group Inc. Add +0.2% 0.27% +0.04
GEV GE Vernova Inc. New 0.04% +0.04
EMXC iShares MSCI Emr MRK Ex Chna New 0.04% +0.04
BA The Boeing Co. New 0.04% +0.04
DOCU Docusign Inc. New 0.04% +0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.04% +0.04
WMB Williams Cos Inc. New 0.04% +0.04
IOO iShares Global 100 ETF Add +1.0% 0.95% +0.03
ADBE Adobe Inc. Add +75.5% 0.09% +0.03
GOOG Alphabet Inc. Class C Add +8.3% 0.14% +0.03
NVO Novo-Nordisk A/S-Spons ADR Add +106.9% 0.08% +0.03
AVGO Broadcom Inc. Add +0.2% 0.09% +0.02
WFC Wells Fargo & Co. Add +0.1% 0.11% +0.02
GOOGL Alphabet Inc. Class A Add +0.0% 0.16% +0.02
MS Morgan Stanley Add +0.3% 0.09% +0.02
ETR Entergy Corp. Add +0.1% 0.11% +0.01
SPGP Invesco S&P 500 Garp ETF Add +1.4% 0.56% +0.01
V Visa Inc. Class A Add +0.1% 0.10% +0.01
VRT Vertiv Holdings Co. Class A Add +6.8% 0.07% +0.01
PBR Petroleo Brasileiro-Spon ADR Add +56.9% 0.04% +0.01
BAC Bank of America Corp. Add +0.2% 0.10% +0.01
EQT Eqt Corp. Add +0.1% 0.04% +0.01
SHYG iShares 0-5 YR HY Corp. Bond Add +1.5% 0.87% +0.01
AMPLIFY ETF TR New 0.00% +0.00
GLW Corning Inc. Add +0.0% 0.06% +0.00
PNC PNC Financial Services Group Add +0.1% 0.07% +0.00
CMI Cummins Inc. Add +0.4% 0.04% +0.00
ROK Rockwell Automation Inc. Add +0.1% 0.05% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.09% +0.00
ITA iShares U.S. Aerospace & Def Add +3.3% 0.09% +0.00
XLU St Sr Utl SL SE SPDR ETF-Usd Add +6.1% 0.23% +0.00
PKW Invesco Buyback Achievers Et Add +0.1% 0.05% +0.00
SUSA iShares ESG Optimized MSCI U Add +0.1% 0.04% +0.00
KBWP Invesco KBW Property & Casua Add +0.2% 0.05% +0.00
QMOM Alpha US Quant Mom ETF Add +0.5% 0.04% +0.00
ABT Abbott Laboratories Add +0.2% 0.07% +0.00
PM Philip Morris International Add +0.3% 0.06% +0.00
LRCX Lam Research Corp. Add +11.5% 0.04% −0.00
WELL Welltower Inc. Add +0.2% 0.05% −0.00
RSP Invesco S&P 500 Equal Weight Add +0.3% 0.04% −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