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.
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 |