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HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
+7.71%
1 Year Est. Return
+18.73%
3 Year Est. Return
+48.34%
5 Year Est. Return
+47.36%
10 Year Est. Return
+142.57%
AUM
$622M
AUM Growth
+$50.2M
Cap. Flow
+$12.3M
Cap. Flow %
1.98%
Top 10 Hldgs %
53.06%
Holding
186
New
9
Increased
101
Reduced
51
Closed
3

Top Buys

Rank Stock Value
1
IOO icon
iShares Global 100 ETF
IOO
+$2.47M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.42M
3
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.12M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.02M

Top Sells

Rank Stock Value
1
IBB icon
iShares Biotechnology ETF
IBB
+$2.63M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M
3
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$821K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$717K

Sector Composition

Rank Sector Weight
1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
151
Vanguard High Dividend Yield ETF
VYM
$79.7B
$282K 0.05%
2,116
+5
+0.2% +$633
JEPI icon
152
JPMorgan Equity Premium Income ETF
JEPI
$45B
$278K 0.04%
4,891
+276
+6% +$15.3K
XLB icon
153
State Street Materials Select Sector SPDR ETF
XLB
$8.3B
$277K 0.04%
6,300
+12
+0.2% +$509
CL icon
154
Colgate-Palmolive
CL
$73.6B
$277K 0.04%
3,043
+3
+0.1% +$274
SGOL icon
155
abrdn Physical Gold Shares ETF
SGOL
$6.84B
$271K 0.04%
8,588
– –
BA icon
156
Boeing
BA
$165B
$264K 0.04%
1,260
– –
TT icon
157
Trane Technologies
TT
$103B
$262K 0.04%
600
– –
PLTR icon
158
Palantir
PLTR
$323B
$259K 0.04%
+1,899
New +$223K
DOW icon
159
Dow Inc
DOW
$21.9B
$257K 0.04%
9,721
-1,924
-17% -$56K
EMXC icon
160
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.3B
$253K 0.04%
4,004
-14
-0.3% -$815
AZN icon
161
AstraZeneca
AZN
$255B
$252K 0.04%
1,802
– –
PBR icon
162
Petrobras
PBR
$117B
$251K 0.04%
20,046
+5,156
+35% +$61.8K
BMY icon
163
Bristol-Myers Squibb
BMY
$123B
$251K 0.04%
5,414
+7
+0.1% +$344
SDOG icon
164
ALPS Sector Dividend Dogs ETF
SDOG
$1.39B
$246K 0.04%
4,285
– –
IHI icon
165
iShares US Medical Devices ETF
IHI
$3.04B
$244K 0.04%
3,901
-22
-0.6% -$1.32K
GNR icon
166
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.58B
$239K 0.04%
4,403
+12
+0.3% +$628
CRWD icon
167
CrowdStrike
CRWD
$202B
$238K 0.04%
+1,872
New +$203K
RSP icon
168
Invesco S&P 500 Equal Weight ETF
RSP
$95.5B
$237K 0.04%
1,305
+5
+0.4% +$863
ALL icon
169
Allstate
ALL
$65.3B
$235K 0.04%
1,168
– –
WMB icon
170
Williams Companies
WMB
$90.7B
$235K 0.04%
3,737
– –
MPC icon
171
Marathon Petroleum
MPC
$92.1B
$234K 0.04%
1,410
-19
-1% -$2.85K
QMOM icon
172
Alpha Architect US Quantitative Momentum ETF
QMOM
$419M
$231K 0.04%
3,549
– –
CI icon
173
Cigna
CI
$75.1B
$228K 0.04%
689
– –
DNP icon
174
DNP Select Income Fund
DNP
$4.16B
$228K 0.04%
23,240
– –
VO icon
175
Vanguard Mid-Cap ETF
VO
$105B
$217K 0.03%
+3,104
New +$204K
4 5 6
7
8

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WDL
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Hudock Inc's Q2 2025 Portfolio in Review

As of Q2 2025, Hudock Inc held 186 positions worth $622M, up 8.8% from $572M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Hudock Inc's Q2 2025 filing shows 9 new, 101 increased, 51 reduced and 3 closed positions. Its largest new stake was Vanguard International Dividend Appreciation ETF: 24,489 shares worth $2.21M. The largest sale was iShares Biotechnology ETF, an estimated $2.63M.

By sector, the portfolio is most concentrated in Financials at 6% of assets, down from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Hudock Inc's largest Q2 2025 buy was Vanguard International Dividend Appreciation ETF: 24,489 shares worth $2.21M.
  • Hudock Inc added most to iShares Global 100 ETF in Q2 2025, an estimated $2.47M increase.
  • Hudock Inc's biggest Q2 2025 reduction was iShares Core S&P Mid-Cap ETF, cutting an estimated $1.33M.
  • Hudock Inc fully exited iShares Biotechnology ETF in Q2 2025, selling an estimated $2.63M.
  • Hudock Inc's ten largest holdings make up 53% of its $622M portfolio in Q2 2025.
  • Hudock Inc opened 9 new positions and closed 3 in Q2 2025.
  • Hudock Inc's portfolio value rose 8.8% quarter-over-quarter to $622M.

Based on Hudock Inc's 13F filing for Q2 2025, filed 8 Aug 2025.