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 1.44%
Capital Goods 2.48%
Conglomerates 0.09%
Consumer Cyclical 0.83%
Consumer/Non-Cyclical 4.49%
Energy 8.8%
Financial 49.89%
Healthcare 6.85%
Services 7.51%
Technology 7.51%
Transportation 1.91%
Utilities 7.29%

44 Sold Out Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ISHARES 3-7 YR TR BD ETF -9 Sold Out 0
ISHARES TR 7-10 Y TR BD ETF -22 Sold Out 0
ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N -5 Sold Out 0
ISHARES AGENCY BOND ETF -17 Sold Out 0
SPDR SERIES TRUST BRCLYS INTL ETF -10 Sold Out 0
CACI INTL INC CL A -28 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -15 Sold Out 0
AFFILIATED MANAGERS GROUP COM -6 Sold Out 0
AFLAC INC COM -4 Sold Out 0
ALLIANT TECHSYSTEMS INC COM -13 Sold Out 0
AMERICAN WTR WKS CO INC NEW COM -5 Sold Out 0
APRICUS BIOSCIENCES INC COM -1 Sold Out 0
CORENERGY INFRASTRUCTURE TR IN COM -4 Sold Out 0
ENBRIDGE INC COM -35 Sold Out 0
ENERPLUS CORP COM -2 Sold Out 0
MOSAIC CO NEW COM -17 Sold Out 0
PENNEY J C INC COM Sold Out 0
PROLOGIS INC COM -2 Sold Out 0
RAYONIER ADVANCED MATLS INC COM -1 Sold Out 0
ROSS STORES INC COM -3 Sold Out 0


Create your free portfolio