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 261
Decreased Positions 101
Positions with Activity 362
Sold Out Positions 22
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 0.44%
Capital Goods 1.04%
Conglomerates 0.04%
Consumer Cyclical 0.39%
Consumer/Non-Cyclical 1.83%
Energy 2.61%
Financial 81.57%
Healthcare 3.02%
Services 3.37%
Technology 2.11%
Transportation 0.67%
Utilities 2.43%

637 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BOEING CO COM 176 1 .41 1,224
DU PONT E I DE NEMOURS & CO COM 176 .16 3,148
ENBRIDGE ENERGY PARTNERS L P COM 170 1 .32 5,420
KIMBERLY CLARK CORP COM 169 New 1,473
MEDTRONIC PLC SHS 167 .05 2,125
US BANCORP DEL COM NEW 166 .16 3,669
BIOGEN INC COM 163 16 10.87 510
BP PLC SPONSORED ADR 159 .23 4,289
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 158 -26 (13.9) 3,092
LOCKHEED MARTIN CORP COM 155 New 748
BANK MONTREAL QUE COM 154 .18 2,751
NUVEEN SELECT MAT MUN FD SH BEN INT 150 1 .53 14,953
SPECTRA ENERGY CORP COM 150 1 .61 4,963
WISDOMTREE TR LARGECAP DIVID 150 -55 (26.98) 2,046
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 148 -163 (52.46) 2,662
ISHARES TR MSCI EAFE ETF 142 -5 (3.31) 2,192
WALGREENS BOOTS ALLIANCE INC COM 142 .14 1,468
ISHARES TR RUSSELL 2000 ETF 134 20 17.17 1,092
SELECT SECTOR SPDR TR SBI INT-ENERGY 134 4 3.05 1,929
DOW CHEM CO COM 133 .11 2,827


Create your free portfolio