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Hudock, Inc.
Hudock Capital Group is a registered investment adviser based in Williamsport, Pennsylvania, serving clients since 2009. The firm provides personalized investment advisory, asset management, and comprehensive financial planning services. They focus primarily on high net worth individuals, families, and charitable organizations. As of 2025, the firm has 14 employees and manages approximately $849 million in assets for its clients.
Investment Strategy
Hudock Capital Group emphasizes comprehensive financial planning tailored to each client's goals and aspirations. Their approach includes retirement income analysis, investment strategy development, estate and tax planning, and charitable giving solutions. Their clientele is primarily high net worth individuals for whom they offer both discretionary and non-discretionary advisory services, aiming for long-term growth, risk management, and goal fulfillment.
Latest 13F Filing Activity
Hudock, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 181 equity positions with a total 13F market value of $622M. The fund increased holdings in Ishares TR, Invesco QQQ TR, Ishares TR among other positions. Hudock, Inc. reduced exposure to Ishares TR, Schwab Strategic TR, Pacer FDS TR among others.
Top Holdings
Equity Positions (181)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.44% | $77.4M | 124,660 | $329.26 | $620.90 | +$7.6M |
V VCIT | VANGUARD SCOTTSDALE FDS | 6.38% | $39.7M | 478,495 | $79.47 | $82.92 | +$543.8K |
I IJH | ISHARES TR | 5.18% | $32.2M | 519,773 | $42.14 | $62.02 | +$590.0K |
V VWO | VANGUARD INTL EQUITY INDEX F | 4.86% | $30.2M | 610,640 | $41.33 | $49.46 | +$4.5M |
I IJR | ISHARES TR | 4.82% | $30.0M | 274,540 | $85.56 | $109.29 | +$465.5K |
Industry Allocation
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