HUDOCK MOYER WEALTH RESOURCES, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 628
New Positions 38
Increased Positions 163
Decreased Positions 119
Positions with Activity 282
Sold Out Positions 47
Total Mkt Value (in $ millions) 123

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

Sector Weighting

Basic Materials 1.05%
Capital Goods 1.76%
Conglomerates 0.06%
Consumer Cyclical 0.55%
Consumer/Non-Cyclical 3.19%
Energy 6.43%
Financial 65.31%
Healthcare 4.78%
Services 5.13%
Technology 4.85%
Transportation 1.21%
Utilities 5.16%

163 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VOC ENERGY TR TR UNIT 6 1 16.67 350
NATURAL RESOURCE PARTNERS L P COM UNIT L P 6 6 New 350
SAN JUAN BASIN RTY TR UNIT BEN INT 5 1.04 291
KKR & CO L P DEL COM UNITS 5 5 New 204
ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N 5 5 New 200
TCP CAP CORP COM 4 4 New 250
SUSSER PETE PARTNERS LP COM U REP LP 4 4 New 90
REYNOLDS AMERICAN INC COM 4 4 New 70
PERMIAN BASIN RTY TR UNIT BEN INT 4 4 New 300
SOLAR SR CAP LTD COM 4 4 New 250
AFLAC INC COM 4 4 New 65
DANAOS CORPORATION SHS 4 4 New 700
JOHNSON CTLS INC COM 4 4 New 80
MEDLEY CAP CORP COM 4 4 New 300
CORENERGY INFRASTRUCTURE TR IN COM 4 4 New 500
ENI S P A SPONSORED ADR 4 4 New 70
ROYCE VALUE TR INC COM 3 1.91 214
CELANESE CORP DEL COM SER A 3 3 New 50
MARKET VECTORS ETF TR RUSSIA ETF 3 3 New 110
HERTZ GLOBAL HOLDINGS INC COM 3 3 New 100


Create your free portfolio