Hudock Moyer Wealth Resources, LLC logo

Hudock Moyer Wealth Resources, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Hudock Moyer Wealth Resources, LLC with $658.4M in long positions as of Q3 2025, 78% allocated to ETF, and 52% concentrated in top 10 positions.

Portfolio Value
$658.4M
Top 10 Concentration
52%
Top Sector
ETF (78%)
US Exposure
100%
Market Cap Focus
N/A
Countries
4

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 78.30%ETFFinancial 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%
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%

Industry Breakdown

58 industries across all sectors

ETF: 78.29%ETFInsurance - Diversified: 1.93%Drug Manufacturers - General: 1.61%Consumer Electronics: 1.36%Software - Infrastructure: 1.35%Banks - Regional: 1.27%52 more: 13.00%52 more
ETF
ETF
78.29%
Insurance - Diversified
Financial Services
1.93%
Drug Manufacturers - General
Healthcare
1.61%
Consumer Electronics
Technology
1.36%
Software - Infrastructure
Technology
1.35%
Banks - Regional
Financial Services
1.27%
Banks - Diversified
Financial Services
1.25%
Semiconductors
Technology
1.23%
Oil & Gas Integrated
Energy
0.82%
Asset Management
Financial Services
0.68%
Regulated Electric
Utilities
0.65%
Internet Content & Information
Communication Services
0.63%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 13.44%Mega Cap (> $200B)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%N/A (ETF or Unknown)
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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.74%
International
0.257%
Countries
4
Largest Int'l Market
Ireland - 0.17%
United States of America
99.74% ($656.7M)
194 holdings
Ireland
0.17% ($1.1M)
3 holdings
Australia
0.06% ($364.8K)
1 holdings
Canada
0.03% ($223.7K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
39.5 quarters
Avg. Top 20
28.6 quarters
Avg. All Positions
25.5 quarters
Median Holding Period
22 quarters
Persistence Rate
77.39%
Persistent Holdings Weight
91.26%
Persistent Positions
154
Longest Held
iShares Core S&P Total U.S. Stock Market ETF logo
iShares Core S&P Total U.S. Stock Market ETFITOT - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.85%
Avg. Position Weight
0.50%
Largest Position
iShares Core S&P 500 ETF logo
iShares Core S&P 500 ETFIVV - 12.59%
Largest Ownership Stake
Citizens Financial Services, Inc. Common Stock logo
Citizens Financial Services, Inc. Common StockCZFS - 0.84%
Avg. Ownership Stake
0.02%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2013)

Avg. New Position
0.13%
Avg. Ownership Stake
0.03%
Largest Position
iShares 1-3 Year Treasury Bond ETF logo
iShares 1-3 Year Treasury Bond ETFSHY - 25.61% (Q1 2014)
Largest Ownership Stake
Penns Woods Bancorp Inc logo
Penns Woods Bancorp IncPWOD - 1.30% (Q1 2023)

Portfolio Turnover

Current Quarter

Turnover Ratio
8.3%
Value Traded
$54.36M
Positions Added
7
Positions Exited
7

Historical (Since Q2 2013)

Avg. Turnover Ratio
8.3%
Avg. Positions Added
38
Avg. Positions Exited
44
Highest Turnover
33.2%
Q3 2014
Lowest Turnover
1.5%
Q4 2024

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