Equal-WT
WhaleScore 2.0
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Hudock is based out of Williamsport. Hudock is a large advisory firm with 867 clients and discretionary assets under management (AUM) of $587,895,911 (Form ADV from 2023-11-05). Their last reported 13F filing for Q4 2023 included $466,434,203 in managed 13F securities
and a top 10 holdings concentration of 58.06%. Hudock's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 122,013. Whalewisdom has at least 46 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VOO VANGUARD 500 INDEX F | 0.8% |
SPGP Invesco S&P 500 GARP | 0.59% |
SHY iShares 1-3 Year Tre | 0.41% |
IVV iShares Core S&P 500 | 0.38% |
IJR iShares Core S&P Sma | 0.19% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VWO VANGUARD EMERGING MA | 0.51% |
PLAT WisdomTree Growth Le | 0.5% |
TACK Fairlead Tactical Se | 0.41% |
IBB iShares Biotechnolog | 0.26% |
EFA iShares MSCI EAFE ET | 0.25% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IVV iShares Core S&P 500 | 12.49% |
VCIT VANGUARD INTERMEDIAT | 6.74% |
IJR iShares Core S&P Sma | 6.23% |
IJH iShares Core S&P Mid | 6.21% |
SCHD Schwab U.S. Dividend | 5.62% |
2023-12-31
13F Activity
Market Value | $466m, Prior: $419m |
New Purchases | 10 stocks |
Added To | 76 stocks |
Sold out of | 10 stocks |
Reduced holdings in | 56 stocks |
Top 10 Holdings % | 58.06% |
Turnover %[1] | 13.07% |
Turnover Alt %[2] | 2.38% |
Time Held Top 20 | 15.9 quarters |
Time Held Top 10 | 17.1 quarters |
Time Held All | 31.55 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31