HUDOCK MOYER WEALTH RESOURCES, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 615
New Positions 23
Increased Positions 155
Decreased Positions 160
Positions with Activity 315
Sold Out Positions 51
Total Mkt Value (in $ millions) 222

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

Sector Weighting

Basic Materials 0.52%
Capital Goods 0.92%
Conglomerates 0.04%
Consumer Cyclical 0.38%
Consumer/Non-Cyclical 1.65%
Energy 2.79%
Financial 79.37%
Healthcare 3.36%
Services 3.83%
Technology 3.5%
Transportation 0.8%
Utilities 2.56%

51 Sold Out Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GW PHARMACEUTICALS PLC ADS -12 Sold Out 0
OCH ZIFF CAP MGMT GROUP CL A -4 Sold Out 0
ADVENT CLAYMORE ENH GRW & INC COM -31 Sold Out 0
AMETEK INC NEW COM -46 Sold Out 0
BED BATH & BEYOND INC COM -3 Sold Out 0
BLACKROCK DEBT STRAT FD INC COM -6 Sold Out 0
CALLAWAY GOLF CO COM -9 Sold Out 0
COACH INC COM -13 Sold Out 0
CULLEN FROST BANKERS INC COM -2 Sold Out 0
DIGITAL RLTY TR INC COM -2 Sold Out 0
DOVER CORP COM -2 Sold Out 0
EASTGROUP PPTY INC COM -2 Sold Out 0
FIRST TR S&P REIT INDEX FD COM -1 Sold Out 0
GERON CORP COM -3 Sold Out 0
HARRIS CORP DEL COM -2 Sold Out 0
HASBRO INC COM -2 Sold Out 0
HCC INS HLDGS INC COM -3 Sold Out 0
HORIZON TECHNOLOGY FIN CORP COM -4 Sold Out 0
INVESCO SR INCOME TR COM -7 Sold Out 0
IROBOT CORP COM -7 Sold Out 0


Create your free portfolio