Hudson Capital Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Hudson Capital Management LLC reported 64 stock positions worth $310.7 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 9.0% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 8.2%) and iShares Core MSCI Eafe ETF (IEFA, 6.1%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 15 and reduced 38. The biggest buy was a new position in Ishr Ibx Usd Invgd CB ETF-Ui (LQD) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- RAMSEY, NJ
- CIK
- 0001727342
- Portfolio Value
- $310.7M (Q4 2024)
- SEC Filing
- 0001727342-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 64 stocks · $310.7M
| BOND PIMCO Active Bond Exchange-T | 9.05% | 310,891 | $28.1M | Add +2.2% |
| AGG iShares Core U.S. Aggregate | 8.20% | 262,841 | $25.5M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 6.15% | 271,756 | $19.1M | Reduce -2.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 5.30% | 181,121 | $16.5M | Reduce -2.8% |
| BSCP Invesco Bulletshares 2025 CB | 4.66% | 700,747 | $14.5M | Add +10.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 4.34% | 126,215 | $13.5M | New |
| MBB iShares MBS ETF | 3.05% | 103,377 | $9.5M | Add +106.4% |
| AAPL Apple Inc. | 2.31% | 28,616 | $7.2M | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 2.28% | 61,398 | $7.1M | Reduce -4.1% |
| GLDM SPDR Gold Minishares Trust | 2.25% | 134,491 | $7.0M | Reduce -6.1% |
| ADP Automatic Data Processing | 2.21% | 23,463 | $6.9M | No change |
| AVGO Broadcom Inc. | 2.14% | 28,672 | $6.6M | Reduce -10.3% |
| IEMG iShares Core MSCI Emerging | 2.08% | 123,893 | $6.5M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 1.84% | 30,260 | $5.7M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 1.84% | 23,804 | $5.7M | Reduce -8.0% |
| WMT Walmart Inc. | 1.82% | 62,768 | $5.7M | Reduce -12.7% |
| VST Vistra Corp. | 1.76% | 39,751 | $5.5M | Reduce -28.9% |
| CRM Salesforce Inc. | 1.75% | 16,255 | $5.4M | Reduce -5.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.72% | 42,845 | $5.4M | Reduce -5.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.70% | 120,340 | $5.3M | Reduce -6.3% |
| CBRE CBRE Group Inc. Class A | 1.70% | 40,172 | $5.3M | Reduce -11.6% |
| GM General Motors Co. | 1.68% | 98,159 | $5.2M | Reduce -4.4% |
| GILD Gilead Sciences Inc. | 1.67% | 56,102 | $5.2M | Reduce -4.4% |
| ZM Zoom Communications Inc. | 1.66% | 63,382 | $5.2M | Reduce -5.2% |
| T AT&T Inc. | 1.65% | 225,693 | $5.1M | Reduce -5.5% |
| CSCO Cisco Systems Inc. | 1.60% | 83,856 | $5.0M | Reduce -1.7% |
| EBAY eBay Inc. | 1.53% | 76,723 | $4.8M | Reduce -6.7% |
| PRU Prudential Financial Inc. | 1.50% | 39,290 | $4.7M | Reduce -2.0% |
| BMY Bristol-Myers Squibb Co. | 1.49% | 82,131 | $4.6M | Reduce -7.3% |
| PCAR Paccar Inc. | 1.48% | 44,347 | $4.6M | Reduce -0.7% |
| CTSH Cognizant Tech Solutions-A | 1.44% | 58,289 | $4.5M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 1.44% | 26,712 | $4.5M | Reduce -0.1% |
| PHM Pultegroup Inc. | 1.33% | 38,039 | $4.1M | Reduce -4.2% |
| QCOM Qualcomm Inc. | 1.33% | 26,840 | $4.1M | Add +2.5% |
| CAT Caterpillar Inc. | 1.27% | 10,895 | $4.0M | Add +0.6% |
| VLO Valero Energy Corp. | 1.25% | 31,792 | $3.9M | Add +6.5% |
| IVE iShares S&P 500 Value ETF | 1.22% | 19,939 | $3.8M | Reduce -16.9% |
| CI The Cigna Group | 1.22% | 13,742 | $3.8M | Add +3.2% |
| REGN Regeneron Pharmaceuticals | 1.14% | 4,961 | $3.5M | Add +7.8% |
| NUE Nucor Corp. | 1.12% | 29,810 | $3.5M | Add +9.3% |
| BAB Invesco Taxable Municipal Bo | 0.92% | 109,350 | $2.9M | Add +6.5% |
| IVW iShares S&P 500 Growth ETF | 0.87% | 26,546 | $2.7M | Reduce -33.9% |
| GLD SPDR Gold Shares | 0.43% | 5,529 | $1.3M | Reduce -7.8% |
| IWF iShares Russell 1000 Growth | 0.33% | 2,515 | $1.0M | Add +54.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 2,936 | $851K | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 0.26% | 1,394 | $821K | Reduce -0.4% |
| ARCC Ares Capital Corp. | 0.20% | 28,568 | $625K | No change |
| NVDA Nvidia Corp. | 0.17% | 3,965 | $532K | No change |
| GS Goldman Sachs Group Inc. | 0.14% | 757 | $433K | No change |
| COST Costco Wholesale Corp. | 0.12% | 400 | $367K | No change |
| MSFT Microsoft Corp. | 0.10% | 715 | $301K | Add +6.7% |
| CLBK Columbia Financial Inc. | 0.09% | 17,250 | $273K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.09% | 3,276 | $269K | Reduce -2.0% |
| IEF iShares 7-10 Year Treasury B | 0.09% | 2,890 | $267K | Reduce -0.2% |
| BDX Becton Dickinson and Co. | 0.09% | 1,177 | $267K | Reduce -14.5% |
| FPE FT-Preferred Secur & Inc. ETF | 0.08% | 14,097 | $250K | Reduce -11.1% |
| META Meta Platforms Inc. Class A | 0.08% | 426 | $250K | Add +7.0% |
| BR Broadridge Financial Solutio | 0.08% | 1,100 | $249K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 448 | $229K | Reduce -1.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.07% | 4,646 | $222K | Reduce -2.6% |
| UPS United Parcel Service Class B | 0.07% | 1,736 | $219K | No change |
| MRK Merck & Co. Inc. | 0.07% | 2,188 | $218K | Add +10.1% |
| ISRG Intuitive Surgical Inc. | 0.07% | 400 | $209K | New |
| SRPT Sarepta Therapeutics Inc. | 0.07% | 1,700 | $207K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $11.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 4,568 | $5.6M | Add +0.8% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 4,590 | $5.5M | Add +1.5% |
Total filed on the 13F, all lines: $321.8M.
Portfolio Sells Q3 2024 → Q4 2024
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.5% | 6.15% | −1.05 |
| PHM Pultegroup Inc. | Reduce -4.2% | 1.33% | −0.55 |
| VST Vistra Corp. | Reduce -28.9% | 1.76% | −0.43 |
| IVW iShares S&P 500 Growth ETF | Reduce -33.9% | 0.87% | −0.41 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -2.8% | 5.30% | −0.37 |
| IVE iShares S&P 500 Value ETF | Reduce -16.9% | 1.22% | −0.34 |
| IEMG iShares Core MSCI Emerging | Reduce -2.1% | 2.08% | −0.32 |
| EBAY eBay Inc. | Reduce -6.7% | 1.53% | −0.24 |
| GLDM SPDR Gold Minishares Trust | Reduce -6.1% | 2.25% | −0.22 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.1% | 2.28% | −0.20 |
| CBRE CBRE Group Inc. Class A | Reduce -11.6% | 1.70% | −0.17 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -5.0% | 1.72% | −0.12 |
| PRU Prudential Financial Inc. | Reduce -2.0% | 1.50% | −0.11 |
| WMT Walmart Inc. | Reduce -12.7% | 1.82% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 1.44% | −0.09 |
| T AT&T Inc. | Reduce -5.5% | 1.65% | −0.08 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.08 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.07 |
| CTSH Cognizant Tech Solutions-A | Reduce -0.8% | 1.44% | −0.06 |
| GLD SPDR Gold Shares | Reduce -7.8% | 0.43% | −0.05 |
| BDX Becton Dickinson and Co. | Reduce -14.5% | 0.09% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -7.3% | 1.49% | −0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -11.1% | 0.08% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.2% | 0.09% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.0% | 0.09% | −0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -2.6% | 0.07% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.2% | 0.27% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 0.26% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 0.07% | +0.00 |
| BAC Bank of America Corp. | Reduce -6.3% | 1.70% | +0.02 |
| PCAR Paccar Inc. | Reduce -0.7% | 1.48% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -8.0% | 1.84% | +0.03 |
| GILD Gilead Sciences Inc. | Reduce -4.4% | 1.67% | +0.04 |
| AAPL Apple Inc. | Reduce -1.6% | 2.31% | +0.06 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 1.60% | +0.09 |
| ZM Zoom Communications Inc. | Reduce -5.2% | 1.66% | +0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -2.7% | 1.84% | +0.14 |
| GM General Motors Co. | Reduce -4.4% | 1.68% | +0.16 |
| CRM Salesforce Inc. | Reduce -5.4% | 1.75% | +0.19 |
| AVGO Broadcom Inc. | Reduce -10.3% | 2.14% | +0.32 |
Portfolio Buys Q3 2024 → Q4 2024
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 4.34% | +4.34 |
| MBB iShares MBS ETF | Add +106.4% | 3.05% | +1.46 |
| BSCP Invesco Bulletshares 2025 CB | Add +10.6% | 4.66% | +0.33 |
| IWF iShares Russell 1000 Growth | Add +54.9% | 0.33% | +0.12 |
| ISRG Intuitive Surgical Inc. | New | 0.07% | +0.07 |
| META Meta Platforms Inc. Class A | Add +7.0% | 0.08% | +0.00 |
| MSFT Microsoft Corp. | Add +6.7% | 0.10% | +0.00 |
| MRK Merck & Co. Inc. | Add +10.1% | 0.07% | −0.00 |
| BAB Invesco Taxable Municipal Bo | Add +6.5% | 0.92% | −0.02 |
| VLO Valero Energy Corp. | Add +6.5% | 1.25% | −0.08 |
| CAT Caterpillar Inc. | Add +0.6% | 1.27% | −0.13 |
| QCOM Qualcomm Inc. | Add +2.5% | 1.33% | −0.15 |
| NUE Nucor Corp. | Add +9.3% | 1.12% | −0.24 |
| CI The Cigna Group | Add +3.2% | 1.22% | −0.31 |
| REGN Regeneron Pharmaceuticals | Add +7.8% | 1.14% | −0.46 |
| BOND PIMCO Active Bond Exchange-T | Add +2.2% | 9.05% | −0.48 |
| AGG iShares Core U.S. Aggregate | Add +0.5% | 8.20% | −0.57 |
Notes & Other Activity Q3 2024 → Q4 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +0.8% | 4,568 | $5.6M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +1.5% | 4,590 | $5.5M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $401.6M | BOND, AGG, BSCQ, IEFA, IJK |
| Q1 2026 | 73 | $375.4M | BOND, AGG, BSCQ, IEFA, IJK |
| Q4 2025 | 67 | $386.8M | BOND, AGG, BSCQ, IEFA, IJK |
| Q3 2025 | 66 | $364.9M | BOND, AGG, IEFA, IJK, BSCP |
| Q2 2025 | 71 | $341.5M | BOND, AGG, IEFA, IJK, BSCP |
| Q1 2025 | 63 | $316.8M | BOND, AGG, IEFA, IJK, BSCP |
| Q4 2024 | 64 | $310.7M | BOND, AGG, IEFA, IJK, BSCP |
| Q3 2024 | 64 | $302.2M | BOND, AGG, IEFA, IJK, BSCP |
| Q2 2024 | 63 | $287.0M | BOND, AGG, IEFA, IJK, BSCP |
| Q1 2024 | 61 | $279.7M | BOND, AGG, IEFA, IJK, BSCP |