HUDOCK MOYER WEALTH RESOURCES, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 648
New Positions 65
Increased Positions 214
Decreased Positions 109
Positions with Activity 323
Sold Out Positions 44
Total Mkt Value (in $ millions) 87

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

Sector Weighting

Basic Materials 1.45%
Capital Goods 2.46%
Conglomerates 0.09%
Consumer Cyclical 0.83%
Consumer/Non-Cyclical 4.5%
Energy 8.81%
Financial 50.02%
Healthcare 6.83%
Services 7.51%
Technology 7.48%
Transportation 1.89%
Utilities 7.22%

214 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES EAFE VALUE ETF 7 7 New 131
CREDIT SUISSE NASSAU BRH EQL WGT MLP LKD 7 7 New 206
ARISTA NETWORKS INC COM 7 7 New 100
SELECT SECTOR SPDR TR SBI INT-UTILS 7 7 New 168
NTELOS HLDGS CORP COM NEW 7 3.14 526
ABB LTD SPONSORED ADR 6 2.90 284
SOLAR SR CAP LTD COM 6 2 60 400
SELECT SECTOR SPDR TR SBI HEALTHCARE 6 6 New 100
TERRA NITROGEN CO L P COM UNIT 6 2.56 40
GLOBAL X FDS GLBX MSCI NORW 6 6 New 351
SAN JUAN BASIN RTY TR UNIT BEN INT 5 1.72 296
MEDLEY CAP CORP COM 5 1 33.33 400
ISHARES MSCI UK ETF 5 5 New 240
CLEAN ENERGY FUELS CORP COM 5 2 66.67 500
WISDOMTREE TR JP SMALLCP DIV 5 5 New 87
ALPS ETF TR SECTR DIV DOGS 5 .82 123
DYNEX CAP INC COM NEW 4 4 New 500
VANGUARD WORLD FDS INF TECH ETF 4 4 New 41
KCAP FINL INC COM 4 2 150 500
KONINKLIJKE PHILIPS N V NY REG SH NEW 3 2.70 114


Latest News Headlines

View All
Create your free portfolio