Hudock, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Hudock, Inc. reported 177 stock positions worth $571.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.2% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 6.8%) and iShares Core S&P Midcap ETF (IJH, 5.5%). Compared with Q4 2024, it opened 8 new positions, sold out of 6, added to 103 and reduced 47. The biggest buy was iShares Biotechnology ETF (IBB, shares +1084%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −0%).

Most Recent 13F
Q2 2026
Location
Williamsport, PA
CIK
0001543536
Portfolio Value
$571.8M (Q1 2025)
SEC Filing
0001172661-25-001562 ↗ filed May 2, 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 Q4 2024 Q1 2025: $571.8M $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 177 stocks · $571.8M
IVV iShares Core S&P 500 ETF 12.20% 124,158 $69.8M Reduce -0.2%
VCIT Vanguard Int-Term Corporate 6.84% 478,633 $39.1M Add +3.8%
IJH iShares Core S&P Midcap ETF 5.53% 542,354 $31.6M Add +0.0%
IJR iShares Core S&P Small-Cap E 5.17% 282,481 $29.5M Add +0.9%
SCHD Schwab US DVD Equity ETF 5.09% 1,041,820 $29.1M Reduce -3.5%
VWO Vanguard Ftse Emerging Marke 4.49% 567,051 $25.7M Add +0.7%
AGG iShares Core U.S. Aggregate 3.67% 212,262 $21.0M Add +5.8%
VEA Vanguard Ftse Developed ETF 3.58% 402,243 $20.4M Add +5.3%
JPST JPMorgan Ultra-Short Income 3.48% 392,898 $19.9M Reduce -6.4%
QQQ Invesco QQQ Trust Series 1 3.45% 42,107 $19.7M Reduce -0.4%
QQQM Invesco Nasdaq 100 ETF 3.24% 96,029 $18.5M Add +1.9%
COWZ Pacer US Cash Cows 100 ETF 2.85% 297,602 $16.3M Reduce -1.3%
IUSG iShares Core S&P U.S. Growth 2.85% 128,200 $16.3M Reduce -4.1%
BRK.B Berkshire Hathaway Inc. Class B 2.24% 24,051 $12.8M Add +0.3%
XLRE SS Real Estate Select Sector 2.17% 296,185 $12.4M Add +4.0%
IEF iShares 7-10 Year Treasury B 1.88% 112,745 $10.8M Add +9.4%
MUB iShares National Muni Bond E 1.79% 97,295 $10.3M Add +13.9%
AAPL Apple Inc. 1.35% 34,672 $7.7M Reduce -0.3%
IOO iShares Global 100 ETF 1.31% 78,000 $7.5M Add +44.4%
VOO Vanguard S&P 500 ETF 1.20% 13,333 $6.9M Reduce -0.3%
SHYG iShares 0-5 YR HY Corp. Bond 0.94% 125,905 $5.4M Add +7.2%
JPM JPMorgan Chase & Co. 0.93% 21,777 $5.3M Reduce -1.1%
ITOT iShares Core S&P Total U.S. 0.92% 42,946 $5.2M Add +0.2%
MSFT Microsoft Corp. 0.83% 12,584 $4.7M Add +0.8%
DEW Wisdomtree Global High Divid 0.66% 67,692 $3.8M Add +0.8%
SMH Vaneck Semiconductor ETF 0.66% 17,859 $3.8M Add +21.0%
SPGP Invesco S&P 500 Garp ETF 0.64% 36,596 $3.7M Add +19.0%
PG The Procter & Gamble Co. 0.52% 17,561 $3.0M Add +4.0%
CVX Chevron Corp. 0.51% 17,473 $2.9M Reduce -10.7%
NVDA Nvidia Corp. 0.51% 26,869 $2.9M Add +14.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.50% 11,599 $2.9M Reduce -6.9%
BX Blackstone Inc. 0.49% 20,223 $2.8M Add +1.9%
XOM Exxon Mobil Corp. 0.49% 23,506 $2.8M Reduce -11.3%
MRK Merck & Co. Inc. 0.48% 30,727 $2.8M Add +22.9%
CAT Caterpillar Inc. 0.47% 8,213 $2.7M Reduce -11.8%
SHY iShares 1-3 Year Treasury Bo 0.46% 31,753 $2.6M Add +5.4%
IBB iShares Biotechnology ETF 0.46% 20,538 $2.6M Add +1084.4%
LLY Eli Lilly & Co. 0.45% 3,134 $2.6M Add +2.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.42% 5,678 $2.4M Reduce -7.3%
CZFS Citizens Financial Services 0.41% 40,626 $2.4M Add +0.2%
JNJ Johnson & Johnson 0.40% 13,706 $2.3M Add +2.4%
PWOD Penns Woods Bancorp Inc. 0.37% 76,727 $2.1M Add +0.4%
PSLV Sprott Physical Silver Trust 0.36% 179,435 $2.1M No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.35% 25,599 $2.0M Add +44.8%
MTB M & T Bank Corp. filed as M & T BK CORP 0.33% 10,670 $1.9M Add +2.8%
KO The Coca-Cola Co. 0.33% 26,546 $1.9M Reduce -1.3%
AMGN Amgen Inc. 0.31% 5,778 $1.8M Reduce -10.0%
VZ Verizon Communications Inc. 0.31% 39,604 $1.8M Add +2.2%
CSCO Cisco Systems Inc. 0.29% 26,719 $1.6M Reduce -8.1%
AMZN Amazon.com Inc. 0.29% 8,611 $1.6M Add +16.9%
XLV SS Health Care Select Sector 0.29% 11,192 $1.6M Add +8.3%
MCD McDonald's Corp. 0.26% 4,718 $1.5M Add +111.7%
XLP SS Consumer Staples Sel Sect 0.24% 16,618 $1.4M Add +4.7%
GOOG Alphabet Inc. Class C 0.22% 7,887 $1.2M Add +92.3%
WMT Walmart Inc. 0.20% 12,772 $1.1M Add +0.7%
VTI VG Morningstar TS MKT ETF-US 0.19% 4,020 $1.1M Reduce -1.5%
PEP Pepsico Inc. 0.19% 7,222 $1.1M Reduce -3.6%
PFE Pfizer Inc. 0.17% 38,682 $980K Reduce -8.0%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.17% 7,530 $970K Add +2.6%
CZNC Citizens & Northern Corp. 0.16% 45,523 $916K Reduce -1.5%
T AT&T Inc. 0.16% 31,764 $898K Reduce -4.0%
GLD SPDR Gold Shares 0.16% 3,101 $894K Reduce -0.1%
PPL PPL Corp. 0.15% 23,291 $841K Reduce -0.8%
HD Home Depot Inc. 0.15% 2,280 $836K Add +0.8%
VNQ Vanguard Real Estate ETF 0.14% 9,010 $816K Reduce -0.8%
LMT Lockheed Martin Corp. 0.14% 1,765 $789K Add +0.5%
META Meta Platforms Inc. Class A 0.13% 1,329 $766K Add +16.1%
ARTY iShares Future AI & Tech ETF 0.13% 24,249 $763K New
GS Goldman Sachs Group Inc. 0.13% 1,393 $761K Reduce -48.3%
NEE Nextera Energy Inc. 0.13% 10,625 $753K Reduce -0.5%
SCHB Schwab US Broad Market ETF 0.13% 34,838 $750K Add +0.1%
GOOGL Alphabet Inc. Class A 0.13% 4,806 $743K Add +0.6%
SOFI Sofi Technologies Inc. 0.13% 63,033 $733K Reduce -5.8%
RTX RTX Corp. 0.12% 5,278 $699K Add +0.1%
AON Aon PLC Class A 0.12% 1,721 $687K No change
ETR Entergy Corp. 0.12% 7,953 $680K Add +0.1%
V Visa Inc. Class A 0.11% 1,845 $647K Reduce -1.8%
WFC Wells Fargo & Co. 0.11% 8,772 $630K Add +0.0%
DUK Duke Energy Corp. 0.11% 4,944 $603K Add +0.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 3,439 $594K Reduce -77.8%
SLV iShares Silver Trust 0.10% 18,803 $583K No change
GE General Electric filed as GE AEROSPACE 0.10% 2,905 $582K Add +1.8%
AMAT Applied Materials Inc. 0.10% 3,954 $574K Reduce -4.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 13,523 $564K Add +0.6%
VGT Vanguard Info Tech ETF 0.10% 1,030 $559K Reduce -1.4%
ITA iShares U.S. Aerospace & Def 0.10% 3,614 $553K Add +0.1%
WM Waste Management Inc. 0.10% 2,348 $544K Add +0.9%
NEAR iShares SH Dba ETF Usd Inc. 0.09% 10,624 $540K Add +0.8%
NVO Novo-Nordisk A/S-Spons ADR 0.09% 7,731 $537K Add +45.6%
WEC WEC Energy Group Inc. 0.09% 4,913 $536K Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.09% 917 $514K Add +0.2%
HSY The Hershey Co. 0.09% 2,943 $503K Add +6.2%
VT Vanguard Tot World STK ETF 0.09% 4,294 $498K Add +0.2%
MS Morgan Stanley 0.09% 4,189 $489K Reduce -1.9%
MA Mastercard Inc. Class A 0.08% 884 $485K Add +0.9%
APD Air Products & Chemicals Inc. 0.08% 1,613 $476K Add +1.0%
PANW Palo Alto Networks Inc. 0.08% 2,763 $472K Add +7.6%
ABBV Abbvie Inc. 0.08% 2,236 $468K Add +0.1%
PEG Public Service Enterprise GP 0.08% 5,595 $461K Add +11.1%
HL Hecla Mining Co. 0.08% 81,994 $456K Add +0.1%
HON Honeywell International Inc. 0.08% 2,146 $455K Reduce -6.3%
PGR Progressive Corp. 0.08% 1,581 $447K No change
PM Philip Morris International 0.08% 2,785 $442K Add +0.3%
ABT Abbott Laboratories 0.08% 3,316 $440K Reduce -3.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.08% 4,017 $437K Add +110.5%
PRU Prudential Financial Inc. 0.08% 3,889 $434K Add +0.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.07% 8,552 $424K Reduce -8.6%
UNP Union Pacific Corp. 0.07% 1,793 $424K Add +0.5%
AVGO Broadcom Inc. 0.07% 2,481 $415K Add +12.6%
MINT PIMCO Enhanced Short Maturit 0.07% 4,090 $412K Reduce -3.3%
MRVL Marvell Technology Inc. 0.07% 6,672 $411K Add +178.2%
DOW Dow Inc. 0.07% 11,645 $407K Add +4.3%
TXN Texas Instruments Inc. 0.07% 2,254 $405K Add +0.0%
ORCL Oracle Corp. 0.07% 2,827 $395K Add +0.3%
VRT Vertiv Holdings Co. Class A 0.07% 5,378 $388K Add +55.6%
WELL Welltower Inc. 0.07% 2,483 $381K Add +0.2%
DDOG Datadog Inc. Class A 0.07% 3,813 $378K Add +6.0%
SCHX Schwab US Large-Cap ETF 0.07% 16,902 $373K Add +0.1%
PNC PNC Financial Services Group 0.06% 2,112 $371K Add +0.1%
D Dominion Energy Inc. 0.06% 6,603 $370K Add +0.1%
FELC Fidelity Enh LRG Cap Cor ETF 0.06% 11,860 $370K No change
URI United Rentals Inc. 0.06% 571 $358K Add +0.3%
GLW Corning Inc. 0.06% 7,586 $347K Add +2.8%
GDMA Gadsden Dynamic Multi-Asset 0.06% 10,648 $342K Add +0.0%
TSLA Tesla Inc. 0.06% 1,310 $340K Add +39.1%
BMY Bristol-Myers Squibb Co. 0.06% 5,407 $330K Reduce -1.0%
ITW Illinois Tool Works 0.06% 1,306 $324K No change
SCHG Schwab US Large-Cap Growth 0.05% 12,505 $313K Add +0.0%
NFLX Netflix Inc. 0.05% 333 $311K Add +30.6%
AXP American Express Co. 0.05% 1,131 $304K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 3,524 $296K No change
CEG Constellation Energy 0.05% 1,464 $295K Add +23.4%
KBWP Invesco KBW Property & Casua 0.05% 2,323 $289K Add +0.2%
INTC Intel Corp. 0.05% 12,605 $286K No change
EQT Eqt Corp. 0.05% 5,332 $285K Reduce -2.5%
CL Colgate-Palmolive Co. 0.05% 3,040 $285K Add +0.1%
VXUS Vanguard Total Intl Stock 0.05% 4,566 $284K Add +20.3%
XLI SS Industrial Select Sector 0.05% 2,138 $280K Add +0.2%
MMM 3M Co. 0.05% 1,899 $279K Reduce -78.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 2,793 $276K Add +0.3%
VGK Vanguard Ftse Europe ETF 0.05% 3,885 $273K Add +0.3%
VYM Vanguard High DVD Yield ETF 0.05% 2,111 $272K New
XLB SS Materials Select Sector 0.05% 3,144 $270K Add +0.2%
AZN Astrazeneca PLC-Spons ADR 0.05% 3,603 $265K No change
JEPI JPMorgan Equity Premium Inco 0.05% 4,615 $264K Reduce -0.3%
SGOL Abrdn Physical Gold Shares 0.04% 8,588 $256K No change
CMI Cummins Inc. 0.04% 796 $250K Add +16.0%
CRDO Credo Technology Group Holdi 0.04% 6,203 $249K New
SDOG Alps Sector Dividend Dogs 0.04% 4,285 $249K No change
TMO Thermo Fisher Scientific Inc. 0.04% 491 $245K Add +0.8%
ALL Allstate Corp. 0.04% 1,168 $242K No change
IHI iShares U.S. Medical Devices 0.04% 3,923 $236K Reduce -0.3%
ROK Rockwell Automation Inc. 0.04% 912 $236K Add +0.2%
GNR State Street SPDR S&P Global 0.04% 4,391 $234K No change
DKNG Draftkings Inc. Class A 0.04% 6,928 $230K Reduce -10.8%
DNP DNP Select Income Fund Inc. 0.04% 23,240 $230K No change
ANET Arista Networks Inc. 0.04% 2,965 $230K New
CI The Cigna Group 0.04% 689 $227K New
RSP Invesco S&P 500 Equal Weight 0.04% 1,300 $225K Add +0.5%
WMB Williams Cos Inc. 0.04% 3,737 $223K No change
YUM Yum! Brands Inc. 0.04% 1,417 $223K New
ARM Arm Holdings PLC-ADR 0.04% 2,081 $222K Reduce -9.0%
EMXC iShares MSCI Emr MRK Ex Chna 0.04% 4,018 $221K Reduce -0.2%
COP Conocophillips 0.04% 2,100 $221K Add +2.2%
RCL Royal Caribbean Cruises Ltd. 0.04% 1,072 $220K Add +0.1%
LRCX Lam Research Corp. 0.04% 3,007 $219K Add +4.1%
BA The Boeing Co. 0.04% 1,260 $215K Add +0.6%
PBR Petroleo Brasileiro-Spon ADR 0.04% 14,890 $214K Reduce -16.3%
XPMFX PIMCO Municipal Income Fund 0.04% 24,144 $213K Add +0.7%
QMOM Alpha US Quant Mom ETF 0.04% 3,549 $211K No change
GEV GE Vernova Inc. 0.04% 683 $209K No change
MPC Marathon Petroleum Corp. 0.04% 1,429 $208K Reduce -12.7%
AOS Smith (a.o.) Corp. 0.04% 3,149 $206K Add +0.5%
MO Altria Group Inc. 0.04% 3,403 $204K New
TT Trane Technologies PLC 0.04% 600 $202K No change
TMUS T-Mobile US Inc. 0.04% 750 $200K New
CLF Cleveland-Cliffs Inc. 0.02% 16,340 $134K Add +12.3%

Portfolio Sells Q4 2024 → Q1 2025
IVV iShares Core S&P 500 ETF Reduce -0.2% 12.20% −0.59
IUSG iShares Core S&P U.S. Growth Reduce -4.1% 2.85% −0.41
VTV Vanguard Mrngstr Val ETF-Aui Reduce -77.8% 0.10% −0.35
QQQ Invesco QQQ Trust Series 1 Reduce -0.4% 3.45% −0.32
JPST JPMorgan Ultra-Short Income Reduce -6.4% 3.48% −0.21
AAPL Apple Inc. Reduce -0.3% 1.35% −0.17
MMM 3M Co. Reduce -78.5% 0.05% −0.15
GS Goldman Sachs Group Inc. Reduce -48.3% 0.13% −0.14
COWZ Pacer US Cash Cows 100 ETF Reduce -1.3% 2.85% −0.12
CAT Caterpillar Inc. Reduce -11.8% 0.47% −0.12
ADBE Adobe Inc. Sold out 0.00% −0.09
AMD Advanced Micro Devices Sold out 0.00% −0.09
VOO Vanguard S&P 500 ETF Reduce -0.3% 1.20% −0.06
SCHD Schwab US DVD Equity ETF Reduce -3.5% 5.09% −0.06
SOFI Sofi Technologies Inc. Reduce -5.8% 0.13% −0.05
PKW Invesco Buyback Achievers Et Sold out 0.00% −0.05
SUSA iShares ESG Optimized MSCI U Sold out 0.00% −0.04
DIA SS SPDR Dow Jones Indus Avg Reduce -7.3% 0.42% −0.04
DOCU Docusign Inc. Sold out 0.00% −0.04
PFE Pfizer Inc. Reduce -8.0% 0.17% −0.02
AMAT Applied Materials Inc. Reduce -4.3% 0.10% −0.02
VGT Vanguard Info Tech ETF Reduce -1.4% 0.10% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -1.5% 0.19% −0.01
CSCO Cisco Systems Inc. Reduce -8.1% 0.29% −0.01
HON Honeywell International Inc. Reduce -6.3% 0.08% −0.01
ARM Arm Holdings PLC-ADR Reduce -9.0% 0.04% −0.01
DKNG Draftkings Inc. Class A Reduce -10.8% 0.04% −0.01
PEP Pepsico Inc. Reduce -3.6% 0.19% −0.01
XOM Exxon Mobil Corp. Reduce -11.3% 0.49% −0.01
MS Morgan Stanley Reduce -1.9% 0.09% −0.01
VTEB Vanguard Tax-Exempt Bond ETF Reduce -8.6% 0.07% −0.01
AMPLIFY ETF TR Sold out 0.00% −0.00
MPC Marathon Petroleum Corp. Reduce -12.7% 0.04% −0.00
PBR Petroleo Brasileiro-Spon ADR Reduce -16.3% 0.04% −0.00
MINT PIMCO Enhanced Short Maturit Reduce -3.3% 0.07% −0.00
NEE Nextera Energy Inc. Reduce -0.5% 0.13% −0.00
JEPI JPMorgan Equity Premium Inco Reduce -0.3% 0.05% −0.00
EMXC iShares MSCI Emr MRK Ex Chna Reduce -0.2% 0.04% −0.00
IHI iShares U.S. Medical Devices Reduce -0.3% 0.04% +0.00
VNQ Vanguard Real Estate ETF Reduce -0.8% 0.14% +0.00
BMY Bristol-Myers Squibb Co. Reduce -1.0% 0.06% +0.00
EQT Eqt Corp. Reduce -2.5% 0.05% +0.01
ABT Abbott Laboratories Reduce -3.0% 0.08% +0.01
V Visa Inc. Class A Reduce -1.8% 0.11% +0.01
CZNC Citizens & Northern Corp. Reduce -1.5% 0.16% +0.01
JPM JPMorgan Chase & Co. Reduce -1.1% 0.93% +0.01
PPL PPL Corp. Reduce -0.8% 0.15% +0.01
CVX Chevron Corp. Reduce -10.7% 0.51% +0.02
GLD SPDR Gold Shares Reduce -0.1% 0.16% +0.03
T AT&T Inc. Reduce -4.0% 0.16% +0.03

Portfolio Buys Q4 2024 → Q1 2025
IBB iShares Biotechnology ETF Add +1084.4% 0.46% +0.42
VEA Vanguard Ftse Developed ETF Add +5.3% 3.58% +0.39
VCIT Vanguard Int-Term Corporate Add +3.8% 6.84% +0.38
IOO iShares Global 100 ETF Add +44.4% 1.31% +0.36
BRK.B Berkshire Hathaway Inc. Class B Add +0.3% 2.24% +0.34
AGG iShares Core U.S. Aggregate Add +5.8% 3.67% +0.28
IEF iShares 7-10 Year Treasury B Add +9.4% 1.88% +0.22
MUB iShares National Muni Bond E Add +13.9% 1.79% +0.20
VWO Vanguard Ftse Emerging Marke Add +0.7% 4.49% +0.16
MCD McDonald's Corp. Add +111.7% 0.26% +0.14
XLRE SS Real Estate Select Sector Add +4.0% 2.17% +0.14
ARTY iShares Future AI & Tech ETF New 0.13% +0.13
XLU St Sr Utl SL SE SPDR ETF-Usd Add +44.8% 0.35% +0.12
GOOG Alphabet Inc. Class C Add +92.3% 0.22% +0.08
SPGP Invesco S&P 500 Garp ETF Add +19.0% 0.64% +0.08
SHYG iShares 0-5 YR HY Corp. Bond Add +7.2% 0.94% +0.06
JNJ Johnson & Johnson Add +2.4% 0.40% +0.06
DEW Wisdomtree Global High Divid Add +0.8% 0.66% +0.05
MRK Merck & Co. Inc. Add +22.9% 0.48% +0.05
VYM Vanguard High DVD Yield ETF New 0.05% +0.05
CRDO Credo Technology Group Holdi New 0.04% +0.04
VZ Verizon Communications Inc. Add +2.2% 0.31% +0.04
LLY Eli Lilly & Co. Add +2.9% 0.45% +0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +110.5% 0.08% +0.04
ANET Arista Networks Inc. New 0.04% +0.04
CI The Cigna Group New 0.04% +0.04
YUM Yum! Brands Inc. New 0.04% +0.04
XLV SS Health Care Select Sector Add +8.3% 0.29% +0.04
SMH Vaneck Semiconductor ETF Add +21.0% 0.66% +0.04
MO Altria Group Inc. New 0.04% +0.04
TMUS T-Mobile US Inc. New 0.04% +0.04
PG The Procter & Gamble Co. Add +4.0% 0.52% +0.03
SHY iShares 1-3 Year Treasury Bo Add +5.4% 0.46% +0.03
MRVL Marvell Technology Inc. Add +178.2% 0.07% +0.03
XLP SS Consumer Staples Sel Sect Add +4.7% 0.24% +0.02
PM Philip Morris International Add +0.3% 0.08% +0.02
GE General Electric Add +1.8% 0.10% +0.02
META Meta Platforms Inc. Class A Add +16.1% 0.13% +0.02
RTX RTX Corp. Add +0.1% 0.12% +0.02
NFLX Netflix Inc. Add +30.6% 0.05% +0.01
NVO Novo-Nordisk A/S-Spons ADR Add +45.6% 0.09% +0.01
ETR Entergy Corp. Add +0.1% 0.12% +0.01
WEC WEC Energy Group Inc. Add +0.1% 0.09% +0.01
WM Waste Management Inc. Add +0.9% 0.10% +0.01
ABBV Abbvie Inc. Add +0.1% 0.08% +0.01
DUK Duke Energy Corp. Add +0.2% 0.11% +0.01
WELL Welltower Inc. Add +0.2% 0.07% +0.01
VXUS Vanguard Total Intl Stock Add +20.3% 0.05% +0.01
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +2.6% 0.17% +0.01
HL Hecla Mining Co. Add +0.1% 0.08% +0.01

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