Hudock Moyer Wealth Resources, LLC Portfolio Holdings
Q3 2025•199 long positions•$658.4M portfolio value
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Holding206 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $82.9M 12.59% | -$558.9K Sold | — 123.8K shares | 124.7K → 123.8K −$558.9K | -0.67% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $40.7M 6.18% | +$467.4K Bought | — 484.1K shares | 478.5K → 484.1K +$467.4K | +1.16% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $34.1M 5.18% | +$153.9K Bought | — 522.1K shares | 519.8K → 522.1K +$153.9K | +0.45% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $32.3M 4.9% | -$796.9K Sold | — 595.9K shares | 610.6K → 595.9K −$796.9K | -2.41% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $32.0M 4.86% | -$596.6K Sold | — 269.5K shares | 274.5K → 269.5K −$596.6K | -1.83% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $28.2M 4.28% | -$24.6K Sold | — 46.9K shares | 47.0K → 46.9K −$24.6K | -0.09% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $26.1M 3.96% | +$393.9K Bought | — 105.5K shares | 103.9K → 105.5K +$393.9K | +1.53% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $23.4M 3.55% | -$383.4K Sold | — 389.8K shares | 396.2K → 389.8K −$383.4K | -1.61% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $23.0M 3.49% | -$546.8K Sold | — 139.8K shares | 143.1K → 139.8K −$546.8K | -2.32% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $21.4M 3.25% | -$229.6K Sold | — 213.5K shares | 215.7K → 213.5K −$229.6K | -1.06% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $20.8M 3.15% | +$20.8M New | — 450.1K shares | 0 → 450.1K +$20.8M | New | — — | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $12.7M 1.93% | +$79.9K Bought | 0.001% 25.2K shares | 25.1K → 25.2K +$79.9K | +0.63% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $12.4M 1.88% | +$118.6K Bought | — 293.7K shares | 290.9K → 293.7K +$118.6K | +0.97% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $12.2M 1.86% | -$102.8K Sold | — 102.0K shares | 102.9K → 102.0K −$102.8K | -0.83% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.9M 1.8% | -$7.5M Sold | — 233.7K shares | 380.8K → 233.7K −$7.5M | -38.65% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.9M 1.65% | +$109.0K Bought | — 112.8K shares | 111.6K → 112.8K +$109.0K | +1.01% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $9.6M 1.46% | -$18.1M Sold | — 352.3K shares | 1.0M → 352.3K −$18.1M | -65.26% | — — | Q3 2017 Held for 8y 2m | |
ETF ETF | $9.5M 1.44% | +$9.5M New | — 253.0K shares | 0 → 253.0K +$9.5M | New | — — | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $9.0M 1.36% | +$160.7K Bought | 0.0% 35.2K shares | 34.5K → 35.2K +$160.7K | +1.83% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $8.7M 1.32% | +$132.3K Bought | — 14.2K shares | 14.0K → 14.2K +$132.3K | +1.55% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $8.4M 1.28% | +$117.8K Bought | — 25.8K shares | 25.5K → 25.8K +$117.8K | +1.42% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.0M 1.21% | +$8.0M New | — 328.3K shares | 0 → 328.3K +$8.0M | New | — — | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $6.9M 1.04% | -$7.6K Sold | 0.001% 21.8K shares | 21.8K → 21.8K −$7.6K | -0.11% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $6.6M 0.997% | -$7.8K Sold | 0.0% 12.7K shares | 12.7K → 12.7K −$7.8K | -0.12% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $6.4M 0.975% | -$163.4K Sold | — 44.1K shares | 45.2K → 44.1K −$163.4K | -2.48% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $5.8M 0.875% | +$110.4K Bought | — 133.0K shares | 130.4K → 133.0K +$110.4K | +1.95% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.9M 0.751% | -$23.2K Sold | — 43.5K shares | 43.7K → 43.5K −$23.2K | -0.47% | — — | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $4.9M 0.743% | -$334.9K Sold | 0.0% 26.2K shares | 28.0K → 26.2K −$334.9K | -6.4% | $4.54T Mega Cap | Q3 2017 Held for 8y 2m | |
ETF ETF | $4.7M 0.707% | -$11.3M Sold | — 81.0K shares | 277.0K → 81.0K −$11.3M | -70.77% | — — | Q3 2022 Held for 3y 2m | |
Agricultural - Machinery Industrials | $4.0M 0.61% | +$91.6K Bought | 0.002% 8.4K shares | 8.2K → 8.4K +$91.6K | +2.34% | $223.53B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $4.0M 0.607% | -$69.9K Sold | — 66.4K shares | 67.6K → 66.4K −$69.9K | -1.72% | — — | Q1 2023 Held for 2y 8m | |
Asset Management Financial Services | $3.8M 0.584% | -$46.8K Sold | 0.003% 22.5K shares | 22.8K → 22.5K −$46.8K | -1.2% | $133.37B Large Cap | Q2 2019 Held for 6y 5m | |
Information Technology Services Technology | $3.3M 0.501% | +$13.3K Bought | 0.001% 11.7K shares | 11.6K → 11.7K +$13.3K | +0.4% | $262.84B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $2.8M 0.428% | — | — 179.4K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $2.8M 0.423% | +$22.2K Bought | 0.001% 17.9K shares | 17.8K → 17.9K +$22.2K | +0.8% | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $2.7M 0.417% | -$7.6M Sold | — 25.8K shares | 97.1K → 25.8K −$7.6M | -73.46% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $2.7M 0.41% | +$2.7M Bought | — 20.4K shares | — | — | — — | Q3 2025 Held for 2 months | |
Household & Personal Products Consumer Defensive | $2.6M 0.399% | -$64.4K Sold | 0.001% 17.1K shares | 17.5K → 17.1K −$64.4K | -2.39% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $2.6M 0.399% | -$26.9K Sold | 0.001% 23.3K shares | 23.5K → 23.3K −$26.9K | -1.02% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $2.6M 0.397% | -$32.5K Sold | — 5.6K shares | 5.7K → 5.6K −$32.5K | -1.23% | — — | Q2 2014 Held for 11y 5m | |
Drug Manufacturers - General Healthcare | $2.5M 0.374% | -$49.3K Sold | 0.001% 13.3K shares | 13.5K → 13.3K −$49.3K | -1.96% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $2.5M 0.372% | -$38.0K Sold | 0.001% 29.2K shares | 29.7K → 29.2K −$38.0K | -1.53% | $209.64B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $2.4M 0.37% | -$20.9K Sold | — 29.4K shares | 29.6K → 29.4K −$20.9K | -0.85% | — — | Q3 2022 Held for 3y 2m | |
Banks - Regional Financial Services | $2.4M 0.369% | -$50.9K Sold | 0.838% 40.3K shares | 41.1K → 40.3K −$50.9K | -2.06% | $289.8M Micro Cap | Q2 2022 Held for 3y 5m | |
Banks - Regional Financial Services | $2.3M 0.351% | +$106.7K Bought | 0.007% 11.7K shares | 11.1K → 11.7K +$106.7K | +4.85% | $30.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $2.3M 0.348% | +$168.7K Bought | 0.0% 3.0K shares | 2.8K → 3.0K +$168.7K | +7.94% | $684.00B Mega Cap | Q3 2015 Held for 10y 2m | |
Banks - Regional Financial Services | $2.3M 0.348% | +$2.3M Bought | 0.127% 185.1K shares | — | — | $1.8B Small Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $2.1M 0.315% | +$111.3K Bought | 0.0% 9.4K shares | 8.9K → 9.4K +$111.3K | +5.68% | $2.34T Mega Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $2.0M 0.306% | +$3.4K Bought | — 23.1K shares | 23.1K → 23.1K +$3.4K | +0.17% | — — | Q2 2024 Held for 1y 5m | |
Communication Equipment Technology | $1.8M 0.274% | -$42.1K Sold | 0.001% 26.3K shares | 26.9K → 26.3K −$42.1K | -2.29% | $270.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ |
