HUDOCK MOYER WEALTH RESOURCES, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 649
New Positions 41
Increased Positions 174
Decreased Positions 170
Positions with Activity 344
Sold Out Positions 56
Total Mkt Value (in $ millions) 161

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

Sector Weighting

Basic Materials 0.65%
Capital Goods 1.21%
Conglomerates 0.05%
Consumer Cyclical 0.44%
Consumer/Non-Cyclical 2.4%
Energy 3.69%
Financial 74.53%
Healthcare 3.65%
Services 4.06%
Technology 3.88%
Transportation 1.04%
Utilities 3.99%

174 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPECTRA ENERGY CORP COM 164 1 .45 4,905
BOEING CO COM 159 1 .39 1,280
NUVEEN SELECT MAT MUN FD SH BEN INT 157 1 .83 14,715
WISDOMTREE TR LARGECAP DIVID 154 23 17.16 2,164
PROSHARES TR II ULTRASHRT EURO 142 47 49.81 7,047
MEDTRONIC INC COM 132 .22 1,847
WALGREEN CO COM 127 56 78.03 1,750
PUBLIC SVC ENTERPRISE GROUP COM 119 .24 2,929
DOW CHEM CO COM 118 .07 2,771
VANGUARD BD INDEX FD INC TOTAL BND MRKT 117 15 15.13 1,408
ORACLE CORP COM 102 3 2.67 2,501
EXELON CORP COM 100 .36 2,830
COMCAST CORP NEW CL A 97 6 6.44 1,769
VANGUARD BD INDEX FD INC SHORT TRM BOND 93 10 12.16 1,153
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 88 .08 2,604
EASTMAN CHEM CO COM 81 .36 1,128
FIRSTENERGY CORP COM 74 1 .91 2,003
AQUA AMERICA INC COM 73 .63 2,878
PHILLIPS 66 COM 73 .19 1,082
NATIONAL FUEL GAS CO N J COM 69 .19 1,038


Create your free portfolio