Hudock Moyer Wealth Resources, LLC

RIA/Wealth

Hudock Moyer Wealth Resources, LLC is a RIA/Wealth based in Williamsport, PA led by Wayne Ley Dieffenderfer, reporting $849.1M in AUM as of Q3 2025 with 78% ETF concentration and 52% concentrated in top 10 holdings.

CCOWayne Ley Dieffenderfer

Portfolio Value: $658.4M
Positions: 199
Top Holding: IVV at 12.59%
Last Reported: Q3 2025

Address400 Market Street, Suite 200, Williamsport, PA, 17701, United States

Top Holdings

Largest long holdings in Hudock Moyer Wealth Resources, LLC's portfolio (52.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$82.9M	12.59%	-$558.9K Sold	— 123.8K shares	Q3 2014 Held for 11y 2m
2 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$40.7M	6.18%	+$467.4K Bought	— 484.1K shares	Q1 2015 Held for 10y 8m
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$34.1M	5.18%	+$153.9K Bought	— 522.1K shares	≤ Q2 2013 Held for 12y 5m+
4 Vanguard FTSE Emerging Markets VWO	ETF ETF	$32.3M	4.90%	-$796.9K Sold	— 595.9K shares	≤ Q2 2013 Held for 12y 5m+
5 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$32.0M	4.86%	-$596.6K Sold	— 269.5K shares	≤ Q2 2013 Held for 12y 5m+
6 Invesco QQQ Trust QQQ	ETF ETF	$28.2M	4.28%	-$24.6K Sold	— 46.9K shares	≤ Q2 2013 Held for 12y 5m+
7 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$26.1M	3.96%	+$393.9K Bought	— 105.5K shares	Q3 2022 Held for 3y 2m
8 Vanguard FTSE Developed Markets VEA	ETF ETF	$23.4M	3.55%	-$383.4K Sold	— 389.8K shares	Q3 2014 Held for 11y 2m
9 iShares Core S&P U.S. Growth IUSG	ETF ETF	$23.0M	3.49%	-$546.8K Sold	— 139.8K shares	Q2 2022 Held for 3y 5m
10 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$21.4M	3.25%	-$229.6K Sold	— 213.5K shares	Q3 2014 Held for 11y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hudock Moyer Wealth Resources, LLC's latest filing

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Market Value

$658.4M

Prior: $622.0M

Q/Q Change

+5.84%

+$36.3M

Net Flows % of MV

-1.99%

Turnover Ratio

8.26%

New Purchases

7 stocks

$39.1M

Added To

80 stocks

+$4.4M

Sold Out Of

7 stocks

$5.9M

Reduced Holdings

71 stocks

-$50.7M

Increased Positions

Position	Shares Δ	Change
1 Dimensional International Value DFIV	New	0 → 450.1K +$20.8M
2 VictoryShares Free Cash Flow VFLO	New	0 → 253.0K +$9.5M
3 MMIT MacKay Municipal Intermediate MMIT	New	0 → 328.3K +$8.0M
4 Insulet PODD	New	0 → 785.0 +$242.4K
5 CoreWeave, Inc. CRWV	New	0 → 1.7K +$235.1K

Decreased Positions

Position	Shares Δ	Change
1 Penns Woods Bancorp PWOD	Sold	75.7K → 0 −$2.3M
2 Vanguard International Dividend Appreciation VIGI	Sold	24.5K → 0 −$2.2M
3 NVO Novo Nordisk NVO	Sold	7.6K → 0 −$523.9K
4 Dow DOW	Sold	9.7K → 0 −$257.4K
5 Cigna CI	Sold	689.0 → 0 −$227.8K

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Analytics

Portfolio insights and performance metrics for Hudock Moyer Wealth Resources, LLC

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Sector Allocation

ETF

78.30%

Financial Services

6.20%

Technology

5.30%

Industrials

1.80%

Healthcare

1.80%

Consumer Defensive

1.20%

Communication Services

1.10%

Energy

1.00%

Consumer Cyclical

0.90%

Utilities

0.80%

Basic Materials

0.30%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

13.44%

Large Cap ($10B - $200B)

6.09%

Mid Cap ($2B - $10B)

0.17%

Small Cap ($300M - $2B)

0.48%

Micro Cap ($50M - $300M)

0.37%

N/A (ETF or Unknown)

79.46%

Portfolio Concentration

Top 10 Holdings %

52.25%

Top 20 Holdings %

70.1%

Top 50 Holdings %

87.28%

Top 100 Holdings %

94.8%