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 1.04%
Capital Goods 1.75%
Conglomerates 0.06%
Consumer Cyclical 0.55%
Consumer/Non-Cyclical 3.2%
Energy 6.4%
Financial 65.26%
Healthcare 4.79%
Services 5.17%
Technology 4.85%
Transportation 1.21%
Utilities 5.18%

163 INCREASED Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 373 .12 2,595
ABBVIE INC COM 42 11 35.84 758
AFFILIATED MANAGERS GROUP COM 6 6 New 30
AFLAC INC COM 4 4 New 65
AIRGAS INC COM 63 .35 579
ALCOA INC COM 8 .20 506
ALLERGAN INC COM 286 .06 1,728
ALTRIA GROUP INC COM 186 .12 4,336
AMERICAN CAPITAL AGENCY CORP COM 46 23 100 2,000
AMERICAN INTL GROUP INC COM NEW 41 41 8,333.33 759
AMERIGAS PARTNERS L P UNIT L P INT 23 23 New 500
APPLE INC COM 787 51 6.96 8,281
AQUA AMERICA INC COM 71 .53 2,845
ARCHER DANIELS MIDLAND CO COM 64 .15 1,352
ARES CAP CORP COM 276 23 9.13 15,956
BANCO SANTANDER SA ADR 44 1 2.25 4,453
BARCLAYS BK PLC IPATH S&P500 VIX 7 7 New 250
BAYTEX ENERGY CORP COM 24 1.34 529
BP PLC SPONSORED ADR 162 31 23.73 3,129
BRISTOL MYERS SQUIBB CO COM 538 6 1.08 11,081


Create your free portfolio