AI Portfolio Summary
In 2025 Q4, Hudock, Inc. maintained a portfolio of 203 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 0.7%. The fund also reduced its exposure to PACER FDS TR by 37.2%.
Total Positions
203
Quarter
2025 Q4
Top Holding
IVV (12.5%)
Top 10 Concentration
52.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 203
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 12.49% | 12.59% |
#1
Prev: #1
|
6.5 | -80 | -0.1% |
P
S
|
123,745 | $84,758,046 |
$279.24
+146.7%
|
2014 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 5.96% | 6.18% |
#2
Prev: #2
|
4.4 | -833 | -0.2% |
P
S
|
483,219 | $40,469,608 |
$69.95
+18.1%
|
2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
IJH
ISHARES TR
|
ETF | 5.11% | 5.18% |
#3
Prev: #3
|
3.5 | 3,790 | 0.7% |
P
S
|
525,921 | $34,710,822 |
$50.88
+32.9%
|
2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
IJR
ISHARES TR
|
ETF | 4.80% | 4.86% |
#4
1
Prev: #5
|
2.9 | 1,323 | 0.5% |
P
S
|
270,842 | $32,549,886 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 4.77% | 4.90% |
#5
1
Prev: #4
|
2.9 | 6,861 | 1.2% |
P
S
|
602,792 | $32,406,117 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 4.17% | 4.28% |
#6
Prev: #6
|
2.2 | -812 | -1.7% |
P
S
|
46,115 | $28,329,049 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 4.09% | 3.96% |
#7
Prev: #7
|
2.1 | 4,325 | 4.1% |
P
S
|
109,821 | $27,776,064 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.65% | 3.55% |
#8
Prev: #8
|
2.0 | 7,105 | 1.8% |
P
S
|
396,870 | $24,792,525 | 2014 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 3.65% | 3.15% |
#9
2
Prev: #11
|
3.5 | 46,762 | 10.4% |
P
S
|
496,824 | $24,791,565 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSG
ISHARES TR
|
Warrant | 3.47% | 3.49% |
#10
1
Prev: #9
|
1.9 | 479 | 0.3% |
P
S
|
140,284 | $23,559,388 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 3.08% | 3.25% |
#11
1
Prev: #10
|
1.7 | -4,268 | -2.0% |
P
S
|
209,186 | $20,893,584 | 2014 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IOO
ISHARES TR
|
ETF | 1.95% | 1.86% |
#12
2
Prev: #14
|
1.3 | 2,493 | 2.4% |
P
S
|
104,490 | $13,235,766 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.92% | 1.93% |
#13
1
Prev: #12
|
1.3 | 673 | 2.7% |
P
S
|
25,920 | $13,028,999 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 1.80% | 1.80% |
#14
1
Prev: #15
|
1.2 | 8,195 | 3.5% |
P
S
|
241,856 | $12,235,500 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 1.75% | 1.88% |
#15
2
Prev: #13
|
1.2 | 1,118 | 0.4% |
P
S
|
294,798 | $11,895,115 | 2016 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEF
ISHARES TR
|
ETF | 1.60% | 1.65% |
#16
Prev: #16
|
1.1 | 138 | 0.1% |
P
S
|
112,908 | $10,857,297 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VFLO
VICTORY PORTFOL...
|
Unknown | 1.52% | 1.44% |
#17
1
Prev: #18
|
1.1 | 9,736 | 3.8% |
P
S
|
262,772 | $10,347,983 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.41% | 1.36% |
#18
1
Prev: #19
|
1.1 | -13 | -0.0% |
P
S
|
35,145 | $9,554,702 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 1.38% | 1.28% |
#19
2
Prev: #21
|
1.1 | 127 | 0.5% |
P
S
|
25,962 | $9,349,736 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.32% | 1.32% |
#20
Prev: #20
|
1.0 | 129 | 0.9% |
P
S
|
14,310 | $8,974,338 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MMIT
NEW YORK LIFE I...
|
ETF | 1.22% | 1.21% |
#21
1
Prev: #22
|
1.0 | 12,226 | 3.7% |
P
S
|
340,522 | $8,284,904 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.16% | 1.46% |
#22
5
Prev: #17
|
1.0 | -64,126 | -18.2% |
P
S
|
288,219 | $7,905,850 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.04% | 1.04% |
#23
Prev: #23
|
0.9 | 35 | 0.2% |
P
S
|
21,819 | $7,030,766 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITOT
ISHARES TR
|
ETF | 0.95% | 0.98% |
#24
1
Prev: #25
|
0.9 | -914 | -2.1% |
P
S
|
43,170 | $6,418,970 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.87% | 1.00% |
#25
1
Prev: #24
|
0.8 | -404 | -3.2% |
P
S
|
12,269 | $5,933,868 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHYG
ISHARES TR
|
ETF | 0.85% | 0.87% |
#26
Prev: #26
|
0.8 | 1,993 | 1.5% |
P
S
|
134,971 | $5,786,223 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PKW
INVESCO EXCHANG...
|
ETF | 0.83% | 0.41% |
#27
10
Prev: #37
|
3.3 | 21,437 | 105.3% |
P
S
|
41,793 | $5,613,685 | 2013 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.72% | 0.74% |
#28
Prev: #28
|
0.8 | 76 | 0.3% |
P
S
|
26,308 | $4,906,465 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPGP
INVESCO EXCHANG...
|
ETF | 0.72% | 0.75% |
#29
2
Prev: #27
|
0.8 | -797 | -1.8% |
P
S
|
42,703 | $4,862,192 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.70% | 0.61% |
#30
Prev: #30
|
0.8 | -159 | -1.9% |
P
S
|
8,252 | $4,727,754 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PSLV
SPROTT ASSET MA...
|
Unknown | 0.63% | 0.43% |
#31
3
Prev: #34
|
1.3 | no change | no change |
P
S
|
179,435 | $4,243,638 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DEW
WISDOMTREE TR
|
Unknown | 0.59% | 0.61% |
#32
1
Prev: #31
|
0.7 | -1,730 | -2.6% |
P
S
|
64,678 | $3,983,585 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.51% | 0.58% |
#33
1
Prev: #32
|
0.7 | -247 | -1.1% |
P
S
|
22,241 | $3,428,229 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.50% | 0.50% |
#34
1
Prev: #33
|
0.7 | -129 | -1.1% |
P
S
|
11,553 | $3,422,136 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.48% | 0.35% |
#35
11
Prev: #46
|
0.7 | -6 | -0.2% |
P
S
|
3,000 | $3,224,646 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.46% | 0.37% |
#36
6
Prev: #42
|
0.7 | 589 | 2.0% |
P
S
|
29,789 | $3,135,690 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COWZ
PACER FDS TR
|
ETF | 0.45% | 0.71% |
#37
8
Prev: #29
|
0.2 | -30,107 | -37.2% |
P
S
|
50,858 | $3,060,149 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHY
ISHARES TR
|
ETF | 0.45% | 0.37% |
#38
5
Prev: #43
|
2.7 | 7,184 | 24.5% |
P
S
|
36,547 | $3,026,896 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.41% | 0.40% |
#39
Prev: #39
|
0.7 | 83 | 0.4% |
P
S
|
23,358 | $2,810,972 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.41% | 0.42% |
#40
5
Prev: #35
|
0.7 | 294 | 1.6% |
P
S
|
18,209 | $2,775,268 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.40% | 0.37% |
#41
Prev: #41
|
0.7 | -52 | -0.4% |
P
S
|
13,219 | $2,735,734 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIA
SPDR DOW JONES ...
|
ETF | 0.39% | 0.40% |
#42
2
Prev: #40
|
0.7 | -195 | -3.5% |
P
S
|
5,440 | $2,614,371 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 0.38% | 0.42% |
#43
7
Prev: #36
|
0.7 | -1,998 | -7.8% |
P
S
|
23,763 | $2,545,340 | 2014 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.36% | 0.31% |
#44
5
Prev: #49
|
3.1 | 34,674 | 150.0% |
P
S
|
57,784 | $2,466,807 | 2014 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.36% | 0.40% |
#45
7
Prev: #38
|
0.6 | 113 | 0.7% |
P
S
|
17,211 | $2,466,599 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTB
M & T BK CORP
|
Financial Services | 0.34% | 0.35% |
#46
1
Prev: #45
|
0.6 | -97 | -0.8% |
P
S
|
11,584 | $2,334,012 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.34% | 0.31% |
#47
1
Prev: #48
|
2.1 | 587 | 6.2% |
P
S
|
10,019 | $2,312,682 | 2014 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CZFS
CITIZENS FINL S...
|
Financial Services | 0.34% | 0.37% |
#48
4
Prev: #44
|
0.6 | -349 | -0.9% |
P
S
|
39,924 | $2,276,520 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NWBI
NORTHWEST BANCS...
|
Financial Services | 0.33% | 0.35% |
#49
2
Prev: #47
|
0.6 | 575 | 0.3% |
P
S
|
185,634 | $2,227,609 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.33% | 0.26% |
#50
2
Prev: #52
|
0.6 | -65 | -0.9% |
P
S
|
7,073 | $2,219,536 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 203 holdings