Hudock Moyer Wealth Resources, LLC
Q1 2014 13F-HR Holdings
Net value change ($000)
+2,335
(2.0%)
New positions
43
Sold out positions
51
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| SHY | 966 | 3.7% |
| IGSB | 921 | 3.5% |
| D | 561 | 578.4% |
| NQP | 283 | NEW |
| WFC | 255 | 9.6% |
| MRK | 148 | 13.9% |
| EFA | 135 | 143.6% |
| VPV | 135 | 16.7% |
| VGK | 134 | 32.0% |
| GLW | 115 | 26.7% |
Top Reduces (Value $000, Stocks/ETFs)
| GE | -276 | -13.3% |
| Nuveen PA Prem Income II | -261 | -100.0% |
| BMO | -225 | -56.4% |
| SLV | -206 | -15.1% |
| VOD | -188 | -100.0% |
| XOM | -178 | -4.5% |
| GLD | -177 | -28.8% |
| PENNS WOODS BANCORP INC | -171 | -19.6% |
| SJNK | -149 | -54.0% |
| TBF | -145 | -10.4% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|