HUDOCK MOYER WEALTH RESOURCES, LLC Information

400 MARKET STREET, WILLIAMSPORT, Pennsylvania, 17701, (570) 326-9500

Report Date: 03/31/2015

Position Statistics

Total Positions 637
New Positions 71
Increased Positions 259
Decreased Positions 101
Positions with Activity 360
Sold Out Positions 22
Total Mkt Value (in $ millions) 229

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.49%
Capital Goods 1.1%
Conglomerates 0.04%
Consumer Cyclical 0.36%
Consumer/Non-Cyclical 1.82%
Energy 2.85%
Financial 81.33%
Healthcare 2.94%
Services 3.27%
Technology 2.19%
Transportation 0.71%
Utilities 2.52%

101 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TEMPLETON DRAGON FD INC COM 14 -13 (49.54) 494
LINN ENERGY LLC UNIT LTD LIAB 13 -8 (36.95) 1,169
POTASH CORP SASK INC COM 13 (0.25) 404
INTERCEPT PHARMACEUTICALS INC COM 13 -20 (60) 50
FIRST TR US IPO INDEX FD SHS 11 -17 (60) 200
DOLLAR TREE INC COM 10 -4 (26.78) 134
TWITTER INC COM 7 -15 (66.94) 200
NAVIDEA BIOPHARMACEUTICALS INC COM 7 -30 (81.82) 5,000
SOLAR SR CAP LTD COM 5 -2 (25) 300
EATON VANCE TAX ADVT DIV INCM COM 4 -12 (74.81) 196
DIREXION SHS ETF TR DAILY GOLD MINER 3 -1 (14.29) 300
LEXICON PHARMACEUTICALS INC COM NEW 3 -4 (57.1) 429
SMUCKER J M CO COM NEW 3 -1 (25) 24
SPDR INDEX SHS FDS DJ INTL RL ETF 3 -52 (95.12) 60
FISERV INC COM 2 -2 (50) 27
SCHWAB STRATEGIC TR US REIT ETF 2 -16 (90.18) 45
BENEFICIAL BANCORP INC COM 1 (1.82) 54
SEVENTY SEVEN ENERGY INC COM (9.21) 69
AMERICAN SUPERCONDUCTOR CORP SHS NEW (20) 4
ALLIANZGI NFJ DIVID INT & PREM COM -14 Sold Out 0


Latest News Headlines

View All Latest Headlines
Create your free portfolio