HUDOCK MOYER WEALTH RESOURCES, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 637
New Positions 71
Increased Positions 259
Decreased Positions 101
Positions with Activity 360
Sold Out Positions 22
Total Mkt Value (in $ millions) 229

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

Sector Weighting

Basic Materials 0.49%
Capital Goods 1.1%
Conglomerates 0.04%
Consumer Cyclical 0.36%
Consumer/Non-Cyclical 1.82%
Energy 2.85%
Financial 81.33%
Healthcare 2.94%
Services 3.27%
Technology 2.19%
Transportation 0.71%
Utilities 2.52%

637 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BANK AMER CORP COM 713 -8 (1.11) 42,556
MCDONALDS CORP COM 707 -255 (26.51) 7,147
UNION PAC CORP COM 672 45 7.24 6,447
PEPSICO INC COM 637 27 4.45 6,622
DUKE ENERGY CORP NEW COM NEW 613 2 .31 8,062
PENNS WOODS BANCORP INC COM 602 New 14,167
NATIONAL GRID PLC SPON ADR NEW 595 New 8,354
ISHARES TR NASDQ BIOTEC ETF 575 New 1,576
JPMORGAN CHASE & CO COM 555 -23 (4) 8,356
INTEL CORP COM 543 -600 (52.48) 16,236
INTERNATIONAL BUSINESS MACHS COM 532 -482 (47.55) 3,089
VANGUARD INDEX FDS TOTAL STK MKT 530 New 4,802
FNB CORP PA COM 522 1 .20 38,624
HONEYWELL INTL INC COM 463 2 .48 4,369
ROYAL DUTCH SHELL PLC SPONS ADR A 462 12 2.77 7,546
ISHARES TR MSCI EMG MKT ETF 458 -44 (8.77) 10,712
ENTERGY CORP NEW COM 435 2 .35 5,727
BERKSHIRE HATHAWAY INC DEL CL B NEW 432 New 2,990
UNITED TECHNOLOGIES CORP COM 421 1 .25 3,551
3M CO COM 400 33 8.96 2,482


Latest News Headlines

View All Latest Headlines
Create your free portfolio