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Hudock, Inc.

Q2 2025 · Filed 2025-08-08
Market Value
$622M
+8.8%
Holdings
185
+4
New Purchases
9
Added To
101
Closed
3
Reduced
51
Top 10 Concentration
53.1%
Turnover
6.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQ 4.17% 3.45% +0.71% $26M
IUSG 3.46% 2.85% +0.61% $22M
QQQM 3.79% 3.24% +0.55% $24M
SMH 1.14% 0.66% +0.48% $7M
IOO 1.78% 1.31% +0.47% $11M
VWO 4.86% 4.49% +0.37% $30M
VIGI 0.35% 0.00% +0.35% $2M
IVV 12.45% 12.21% +0.24% $77M
NVDA 0.71% 0.51% +0.20% $4M
MSFT 1.02% 0.83% +0.19% $6M
PPH 0.13% 0.00% +0.13% $811K
SPGP 0.76% 0.64% +0.12% $5M
VXUS 0.17% 0.05% +0.12% $1M
EPD 0.10% 0.00% +0.10% $612K
JPM 1.02% 0.93% +0.08% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHD 4.32% 5.10% -0.77% $27M
VCIT 6.38% 6.85% -0.47% $40M
IBB 0.00% 0.46% -0.46% $0
COWZ 2.45% 2.85% -0.40% $15M
JPST 3.10% 3.48% -0.38% $19M
IJH 5.18% 5.54% -0.35% $32M
IJR 4.83% 5.17% -0.34% $30M
BRK-B 1.96% 2.24% -0.28% $12M
AGG 3.44% 3.67% -0.23% $21M
XLRE 1.94% 2.17% -0.23% $12M
AAPL 1.14% 1.35% -0.21% $7M
MUB 1.63% 1.79% -0.16% $10M
IEF 1.72% 1.88% -0.16% $11M
MRK 0.38% 0.48% -0.11% $2M
LLY 0.35% 0.45% -0.10% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 56 $222M 35.7%
Large Cap 102 $349M 56.1%
Mid Cap 16 $39M 6.3%
Small Cap 7 $5M 0.8%
Micro Cap 4 $7M 1.1%

Portfolio Analytics

Avg Market Cap
$326.5B
Median Market Cap
$96.0B
Avg P/E
39.2
Median P/E
25.2
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
115
# ETFs / Funds
70

Top Holdings (185 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 12.45% 124,660 $77M $620.90 $8M +502 +0.4%
2 VCIT 6.38% 478,495 $40M $82.92 $544K -138 -0.0%
3 IJH 5.18% 519,773 $32M $62.02 $590K -22,581 -4.2%
4 VWO 4.86% 610,640 $30M $49.46 $5M +43,589 +7.7%
5 IJR 4.83% 274,540 $30M $109.29 $465K -7,941 -2.8%
6 SCHD 4.32% 1,014,366 $27M $26.50 -$2M -27,454 -2.6%
7 QQQ 4.17% 46,968 $26M $551.64 $6M +4,861 +11.5%
8 QQQM 3.79% 103,902 $24M $227.10 $5M +7,873 +8.2%
9 VEA 3.63% 396,163 $23M $57.01 $2M -6,080 -1.5%
10 IUSG 3.46% 143,128 $22M $150.40 $5M +14,928 +11.6%
11 AGG 3.44% 215,744 $21M $99.20 $405K +3,482 +1.6%
12 JPST 3.10% 380,847 $19M $50.68 -$591K -12,051 -3.1%
13 COWZ 2.45% 276,958 $15M $55.10 -$1M -20,644 -6.9%
14 BRK-B 1.96% 25,088 $12M $485.77 -$622K +1,037 +4.3%
15 XLRE 1.94% 290,865 $12M $41.42 -$348K -5,320 -1.8%
16 IOO 1.78% 102,854 $11M $107.81 $4M +24,854 +31.9%
17 IEF 1.72% 111,640 $11M $95.77 -$61K -1,105 -1.0%
18 MUB 1.63% 97,061 $10M $104.48 -$118K -234 -0.2%
19 VOO 1.28% 13,965 $8M $568.04 $1M +632 +4.7%
20 SMH 1.14% 25,474 $7M $278.88 $3M +7,615 +42.6%
21 AAPL 1.14% 34,527 $7M $205.17 -$618K -145 -0.4%
22 JPM 1.02% 21,808 $6M $289.92 $981K +31 +0.1%
23 MSFT 1.02% 12,688 $6M $497.42 $2M +104 +0.8%
24 ITOT 0.98% 45,206 $6M $135.04 $865K +2,260 +5.3%
25 SHYG 0.90% 130,429 $6M $43.14 $273K +4,524 +3.6%
26 SPGP 0.76% 43,704 $5M $107.70 $1M +7,108 +19.4%
27 NVDA 0.71% 28,027 $4M $157.99 $2M +1,158 +4.3%
28 DEW 0.62% 67,570 $4M $57.11 $61K -122 -0.2%
29 IBM 0.55% 11,635 $3M $294.79 $546K +36 +0.3%
30 BX 0.55% 22,762 $3M $149.58 $578K +2,539 +12.6%
31 CAT 0.51% 8,219 $3M $388.22 $482K +6 +0.1%
32 PG 0.45% 17,517 $3M $159.33 -$202K -44 -0.2%
33 CVX 0.41% 17,772 $3M $143.19 -$378K +299 +1.7%
34 XOM 0.41% 23,514 $3M $107.80 -$261K +8 +0.0%
35 DIA 0.40% 5,705 $3M $440.73 $130K +27 +0.5%
36 SHY 0.39% 29,615 $2M $82.86 -$173K -2,138 -6.7%
37 CZFS 0.39% 41,118 $2M $58.72 $56K +492 +1.2%
38 MRK 0.38% 29,653 $2M $79.16 -$411K -1,074 -3.5%
39 PWOD 0.37% 75,653 $2M $30.36 $155K -1,074 -1.4%
40 VIGI 0.35% 24,489 $2M $90.12 +24,489 NEW
41 PSLV 0.35% 179,435 $2M $12.24 $115K
42 LLY 0.35% 2,785 $2M $779.60 -$418K -349 -11.1%
43 MTB 0.35% 11,141 $2M $194.01 $254K +471 +4.4%
44 JNJ 0.33% 13,537 $2M $152.76 -$205K -169 -1.2%
45 AMZN 0.31% 8,925 $2M $219.39 $320K +314 +3.6%
46 KO 0.30% 26,714 $2M $70.75 -$11K +168 +0.6%
47 XLU 0.30% 23,071 $2M $81.66 -$134K -2,528 -9.9%
48 CSCO 0.30% 26,943 $2M $69.38 $220K +224 +0.8%
49 VZ 0.28% 39,842 $2M $43.27 -$72K +238 +0.6%
50 AMGN 0.26% 5,822 $2M $279.25 -$175K +44 +0.8%
51 MCD 0.22% 4,744 $1M $292.19 -$88K +26 +0.6%
52 GOOG 0.22% 7,597 $1M $177.40 $115K -290 -3.7%
53 VTI 0.21% 4,304 $1M $303.97 $203K +284 +7.1%
54 XLV 0.20% 9,367 $1M $134.79 -$372K -1,825 -16.3%
55 WMT 0.20% 12,682 $1M $97.79 $119K -90 -0.7%
56 META 0.19% 1,568 $1M $738.47 $392K +239 +18.0%
57 SOFI 0.19% 63,295 $1M $18.21 $420K +262 +0.4%
58 ARTY 0.18% 26,792 $1M $41.00 $336K +2,543 +10.5%
59 VXUS 0.17% 15,003 $1M $69.09 $753K +10,437 +228.6%
60 XLP 0.17% 12,681 $1M $80.97 -$330K -3,937 -23.7%
61 GS 0.15% 1,358 $961K $707.79 $200K -35 -2.5%
62 GLD 0.15% 3,101 $945K $304.87 $52K
63 PFE 0.15% 38,293 $928K $24.24 -$52K -389 -1.0%
64 PEP 0.15% 7,009 $926K $132.05 -$157K -213 -3.0%
65 T 0.15% 31,917 $924K $28.94 $25K +153 +0.5%
66 MGV 0.14% 6,750 $886K $131.21 -$85K -780 -10.4%
67 CZNC 0.14% 46,110 $873K $18.94 -$43K +587 +1.3%
68 GOOGL 0.14% 4,816 $849K $176.23 $105K +10 +0.2%
69 LMT 0.14% 1,824 $845K $463.30 $56K +59 +3.3%
70 HD 0.13% 2,252 $826K $366.72 -$10K -28 -1.2%
71 SCHB 0.13% 34,636 $825K $23.83 $75K -202 -0.6%
72 VRT 0.13% 6,359 $817K $128.41 $428K +981 +18.2%
73 PPH 0.13% 9,217 $811K $87.97 +9,217 NEW
74 VNQ 0.13% 8,823 $786K $89.07 -$30K -187 -2.1%
75 PPL 0.13% 23,103 $783K $33.89 -$58K -188 -0.8%
76 RTX 0.13% 5,346 $781K $146.03 $81K +68 +1.3%
77 AMAT 0.12% 4,141 $758K $183.10 $184K +187 +4.7%
78 NEE 0.12% 10,682 $742K $69.43 -$12K +57 +0.5%
79 GE 0.12% 2,860 $736K $257.42 $155K -45 -1.6%
80 WFC 0.11% 8,773 $703K $80.12 $73K +1 +0.0%
81 VGT 0.11% 1,031 $684K $663.69 $125K +1 +0.1%
82 ITA 0.11% 3,616 $682K $188.64 $129K +2 +0.1%
83 ETR 0.11% 7,961 $662K $83.12 -$18K +8 +0.1%
84 V 0.11% 1,860 $661K $355.23 $14K +15 +0.8%
85 BAC 0.10% 13,644 $646K $47.32 $81K +121 +0.9%
86 CRDO 0.10% 6,919 $641K $92.59 $392K +716 +11.5%
87 ORCL 0.10% 2,829 $619K $218.64 $223K +2 +0.1%
88 SLV 0.10% 18,838 $618K $32.81 $35K +35 +0.2%
89 EPD 0.10% 19,729 $612K $31.01 +19,729 NEW
90 VTV 0.10% 3,446 $609K $176.78 $15K +7 +0.2%
91 SPY 0.10% 984 $608K $618.39 $95K +67 +7.3%
92 AON 0.10% 1,691 $604K $356.94 -$84K -30 -1.7%
93 DUK 0.09% 4,976 $587K $118.02 -$16K +32 +0.7%
94 AVGO 0.09% 2,117 $584K $275.65 $168K -364 -14.7%
95 MS 0.09% 4,134 $582K $140.89 $94K -55 -1.3%
96 PANW 0.09% 2,811 $575K $204.66 $104K +48 +1.7%
97 MRVL 0.09% 7,191 $557K $77.41 $146K +519 +7.8%
98 VT 0.09% 4,279 $550K $128.53 $52K -15 -0.3%
99 DDOG 0.09% 4,081 $548K $134.33 $170K +268 +7.0%
100 WM 0.09% 2,349 $538K $228.86 -$6K +1 +0.0%

New Positions

SymbolValue% Port
VIGI $2M 0.35%
PPH $811K 0.13%
EPD $612K 0.10%
NOW $496K 0.08%
CRM $287K 0.05%
PLTR $259K 0.04%
CRWD $238K 0.04%
VO $217K 0.03%
QQQE $216K 0.03%

Sold Out Positions

SymbolValue% Port
COP —%
IBB —%
TMUS —%
View SEC EDGAR Filings for Hudock, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms