Hudock

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ARM",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  null,
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  null,
  "CAT",
  "AVGO",
  "CMI",
  null,
  "DUK",
  "D",
  null,
  null,
  "HON",
  "HD",
  "AZN",
  "MCD",
  "UNP",
  "EMXC",
  "ITW",
  "AMAT",
  "MUB",
  "META",
  "PWOD",
  "IJH",
  null,
  "PMF",
  null,
  null,
  "LRCX",
  null,
  "MPC",
  "MRVL",
  "MA",
  "MSFT",
  null,
  "MS",
  "TMUS",
  "EQT",
  "GE",
  null,
  "BX",
  "HSY",
  "IJR",
  "ANET",
  "ORCL",
  null,
  "PANW",
  "PEP",
  "PNC",
  "DNP",
  "PGR",
  null,
  "IVV",
  null,
  "PBR",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  "ROK",
  "SCHX",
  null,
  "RTX",
  "GLD",
  "IBM",
  "CI",
  "TXN",
  "TMO",
  "VNQ",
  "HL",
  "RCL",
  "VWO",
  "CZFS",
  "VCIT",
  null,
  "XLB",
  "IEF",
  null,
  null,
  null,
  "ETR",
  "VYM",
  "TT",
  "VRT",
  "AON",
  "WEC",
  "WM",
  "SGOL",
  "AOS",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  "CLF",
  null,
  "DKNG",
  "VGT",
  "VEA",
  "VGK",
  "VXUS",
  "MGV",
  "VTEB",
  "VT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  "YUM",
  "IUSG",
  null,
  "MTB",
  "SCHD",
  "SOFI",
  "SCHG",
  "PPL",
  "DIA",
  null,
  null,
  null,
  "GEV",
  null,
  "BAC",
  "BK",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CSCO",
  "CZNC",
  "KO",
  "CL",
  "COP",
  "CEG",
  "GLW",
  "CRDO",
  "DDOG",
  "RSP",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "ITOT",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 177
Total Value: 571845876
Accession Number: 0001172661-25-001562
Form Type: 13F-HR
CIK: hudock
Manager Name: Hudock

Data Enrichment

82% identified

146 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

177 positions • $571.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 9

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464287200

IVV|464287200

Shares:124.2K

Value:$69.8M

% of Portfolio:12.2% ($69.8M/$571.8M)

92206C870

VCIT|92206C870

Shares:478.6K

Value:$39.1M

% of Portfolio:6.8% ($39.1M/$571.8M)

464287507

IJH|464287507

Shares:542.4K

Value:$31.6M

% of Portfolio:5.5% ($31.6M/$571.8M)

464287804

IJR|464287804

Shares:282.5K

Value:$29.5M

% of Portfolio:5.2% ($29.5M/$571.8M)

808524797

SCHD|808524797

Shares:1.0M

Value:$29.1M

% of Portfolio:5.1% ($29.1M/$571.8M)

922042858

VWO|922042858

Shares:567.1K

Value:$25.7M

% of Portfolio:4.5% ($25.7M/$571.8M)

464287226

Shares:212.3K

Value:$21.0M

% of Portfolio:3.7% ($21.0M/$571.8M)

921943858

VEA|921943858

Shares:402.2K

Value:$20.4M

% of Portfolio:3.6% ($20.4M/$571.8M)

46641Q837

Shares:392.9K

Value:$19.9M

% of Portfolio:3.5% ($19.9M/$571.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:42.1K

Value:$19.7M

% of Portfolio:3.5% ($19.7M/$571.8M)

46138G649

Shares:96.0K

Value:$18.5M

% of Portfolio:3.2% ($18.5M/$571.8M)

69374H881

Shares:297.6K

Value:$16.3M

% of Portfolio:2.8% ($16.3M/$571.8M)

464287671

IUSG|464287671

Shares:128.2K

Value:$16.3M

% of Portfolio:2.8% ($16.3M/$571.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:24.1K

Value:$12.8M

% of Portfolio:2.2% ($12.8M/$571.8M)

81369Y860

Shares:296.2K

Value:$12.4M

% of Portfolio:2.2% ($12.4M/$571.8M)

464287440

IEF|464287440

Shares:112.7K

Value:$10.8M

% of Portfolio:1.9% ($10.8M/$571.8M)

464288414

MUB|464288414

Shares:97.3K

Value:$10.3M

% of Portfolio:1.8% ($10.3M/$571.8M)

Apple Inc.

AAPL|037833100

Shares:34.7K

Value:$7.7M

% of Portfolio:1.3% ($7.7M/$571.8M)

464287572

Shares:78.0K

Value:$7.5M

% of Portfolio:1.3% ($7.5M/$571.8M)

922908363

VOO|922908363

Shares:13.3K

Value:$6.9M

% of Portfolio:1.2% ($6.9M/$571.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	124.2K	QoQ -0.16% (-204) YoY +2.71% (+3.3K)	All Managers (Combined)	$69.8M	12.2% ($69.8M/$571.8M)	QoQ -4.70% (-$3.4M) YoY +9.78% (+$6.2M)
(VCITcusip92206C870)	478.6K	QoQ +3.81% (+17.6K) YoY +24.78% (+95.1K)	All Managers (Combined)	$39.1M	6.8% ($39.1M/$571.8M)	QoQ +5.74% (+$2.1M) YoY +26.71% (+$8.3M)
(IJHcusip464287507)	542.4K	QoQ +0.01% (-93) YoY +3.63% (-19.0K)	All Managers (Combined)	$31.6M	5.5% ($31.6M/$571.8M)	QoQ -6.33% (-$2.1M) YoY -0.44% (-$141.4K)
(IJRcusip464287804)	282.5K	QoQ +0.87% (-2.5K) YoY +4.97% (-13.4K)	All Managers (Combined)	$29.5M	5.2% ($29.5M/$571.8M)	QoQ -8.44% (-$2.7M) YoY -0.68% (-$202.5K)
(SCHDcusip808524797)	1.0M	QoQ -3.46% (-37.4K) YoY +192.95% (+686.2K)	All Managers (Combined)	$29.1M	5.1% ($29.1M/$571.8M)	QoQ -1.20% (-$354.5K) YoY +1.58% (+$455.3K)
(VWOcusip922042858)	567.1K	QoQ +0.67% (+3.8K) YoY +1.27% (+7.2K)	All Managers (Combined)	$25.7M	4.5% ($25.7M/$571.8M)	QoQ +3.46% (+$858.5K) YoY +9.74% (+$2.3M)
(cusip464287226)✕	212.3K	QoQ +5.76% (+11.6K) YoY +2.50% (+5.2K)	All Managers (Combined)	$21.0M	3.7% ($21.0M/$571.8M)	QoQ +7.97% (+$1.6M) YoY +3.52% (+$715.2K)
(VEAcusip921943858)	402.2K	QoQ +5.32% (+20.3K) YoY +7.08% (+26.6K)	All Managers (Combined)	$20.4M	3.6% ($20.4M/$571.8M)	QoQ +11.95% (+$2.2M) YoY +8.49% (+$1.6M)
(cusip46641Q837)✕	392.9K	QoQ -6.38% (-26.8K) YoY NEW(+392.9K)	All Managers (Combined)	$19.9M	3.5% ($19.9M/$571.8M)	QoQ -5.90% (-$1.2M) YoY NEW(+$19.9M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	42.1K	QoQ -0.41% (-177) YoY +560.08% (+35.7K)	All Managers (Combined)	$19.7M	3.5% ($19.7M/$571.8M)	QoQ -8.65% (-$1.9M) YoY +597.07% (+$16.9M)
(cusip46138G649)✕	96.0K	QoQ +1.94% (-1.8K) YoY +785.95% (+85.2K)	All Managers (Combined)	$18.5M	3.2% ($18.5M/$571.8M)	QoQ -6.50% (-$1.3M) YoY +836.04% (+$16.6M)
(cusip69374H881)✕	297.6K	QoQ -1.30% (-3.9K) YoY +4.08% (-11.7K)	All Managers (Combined)	$16.3M	2.8% ($16.3M/$571.8M)	QoQ -4.31% (-$734.2K) YoY -1.91% (-$317.7K)
(IUSGcusip464287671)	128.2K	QoQ -4.11% (-5.5K) YoY -4.37% (-5.9K)	All Managers (Combined)	$16.3M	2.8% ($16.3M/$571.8M)	QoQ -12.55% (-$2.3M) YoY +3.67% (-$577.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	24.1K	QoQ +0.30% (+74) YoY +1.43% (+341)	All Managers (Combined)	$12.8M	2.2% ($12.8M/$571.8M)	QoQ +17.85% (+$1.9M) YoY +28.46% (+$2.8M)
(cusip81369Y860)✕	296.2K	QoQ +3.97% (+11.3K) YoY +2.92% (+8.4K)	All Managers (Combined)	$12.4M	2.2% ($12.4M/$571.8M)	QoQ +6.99% (+$810.0K) YoY +8.96% (+$1.0M)
(IEFcusip464287440)	112.7K	QoQ +9.42% (+9.7K) YoY +10.58% (+10.8K)	All Managers (Combined)	$10.8M	1.9% ($10.8M/$571.8M)	QoQ +12.87% (+$1.2M) YoY +11.41% (+$1.1M)
(MUBcusip464288414)	97.3K	QoQ +13.94% (+11.9K) YoY +44.92% (+30.2K)	All Managers (Combined)	$10.3M	1.8% ($10.3M/$571.8M)	QoQ +12.76% (+$1.2M) YoY +42.01% (+$3.0M)
Apple Inc.(AAPLcusip037833100)	34.7K	QoQ -0.31% (-108) YoY +0.67% (+233)	All Managers (Combined)	$7.7M	1.3% ($7.7M/$571.8M)	QoQ -11.57% (-$1.0M) YoY +30.41% (+$1.8M)
(cusip464287572)✕	78.0K	QoQ +44.39% (+24.0K) YoY +52.12% (+26.7K)	All Managers (Combined)	$7.5M	1.3% ($7.5M/$571.8M)	QoQ +37.97% (+$2.1M) YoY +63.83% (+$2.9M)
(VOOcusip922908363)	13.3K	QoQ -0.35% (-47) YoY +22.56% (+2.5K)	All Managers (Combined)	$6.9M	1.2% ($6.9M/$571.8M)	QoQ -4.96% (-$357.6K) YoY +31.02% (+$1.6M)