Hudock Moyer Wealth Resources, LLC Buys Vanguard REIT ETF, Aberdeen Standard Gold ETF Trust, Blackstone Group Inc, Sells UnitedHealth Group Inc, Vanguard Utilities Index Fund, Vanguard Consumer Staples ETF

Author's Avatar
Jan 21, 2020
Article's Main Image
Williamsport, PA, based Investment company Hudock Moyer Wealth Resources, LLC (Current Portfolio) buys Vanguard REIT ETF, Aberdeen Standard Gold ETF Trust, Blackstone Group Inc, Walgreens Boots Alliance Inc, Dow Inc, sells UnitedHealth Group Inc, Vanguard Utilities Index Fund, Vanguard Consumer Staples ETF, Schwab Intermediate-Term U.S. Treasury ETF, Vanguard Short-Term Inflation-Protected Securities during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Hudock Moyer Wealth Resources, LLC. As of 2019Q4, Hudock Moyer Wealth Resources, LLC owns 678 stocks with a total value of $297 million. These are the details of the buys and sells.

For the details of Hudock Moyer Wealth Resources, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hudock+moyer+wealth+resources%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Hudock Moyer Wealth Resources, LLC
  1. iShares Core S&P 500 ETF (IVV) - 57,649 shares, 6.33% of the total portfolio. Shares reduced by 0.53%
  2. iShares Core S&P Mid-Cap ETF (IJH) - 90,819 shares, 6.30% of the total portfolio. Shares added by 0.54%
  3. Vanguard FTSE Emerging Markets ETF (VWO) - 398,273 shares, 6.10% of the total portfolio. Shares added by 1.86%
  4. iShares Core S&P Small-Cap ETF (IJR) - 215,531 shares, 6.08% of the total portfolio. Shares added by 0.99%
  5. iShares Short Treasury Bond ETF (SHV) - 156,502 shares, 5.82% of the total portfolio. Shares added by 0.72%
New Purchase: Walgreens Boots Alliance Inc (WBA)

Hudock Moyer Wealth Resources, LLC initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $52.08 and $62.72, with an estimated average price of $57.73. The stock is now traded at around $53.87. The impact to a portfolio due to this purchase was 0.15%. The holding were 7,769 shares as of .

New Purchase: VS 3X SILVER (USLV)

Hudock Moyer Wealth Resources, LLC initiated holding in VS 3X SILVER. The purchase prices were between $73.77 and $98.8, with an estimated average price of $86.03. The stock is now traded at around $89.89. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,500 shares as of .

New Purchase: Schwab International Equity ETF (SCHF)

Hudock Moyer Wealth Resources, LLC initiated holding in Schwab International Equity ETF. The purchase prices were between $30.95 and $33.72, with an estimated average price of $32.94. The stock is now traded at around $33.87. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,365 shares as of .

New Purchase: Invesco Dynamic Semiconductors ETF (PSI)

Hudock Moyer Wealth Resources, LLC initiated holding in Invesco Dynamic Semiconductors ETF. The purchase prices were between $56.19 and $68.03, with an estimated average price of $62.28. The stock is now traded at around $70.94. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,875 shares as of .

New Purchase: Invesco S&P 500 Low Volatility ETF (SPLV)

Hudock Moyer Wealth Resources, LLC initiated holding in Invesco S&P 500 Low Volatility ETF. The purchase prices were between $56.67 and $58.34, with an estimated average price of $57.38. The stock is now traded at around $59.89. The impact to a portfolio due to this purchase was 0.01%. The holding were 425 shares as of .

New Purchase: Truist Financial Corp (BBK)

Hudock Moyer Wealth Resources, LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.50. The impact to a portfolio due to this purchase was 0.01%. The holding were 466 shares as of .

Added: Vanguard REIT ETF (VNQ)

Hudock Moyer Wealth Resources, LLC added to a holding in Vanguard REIT ETF by 23.68%. The purchase prices were between $90.14 and $95.25, with an estimated average price of $92.6. The stock is now traded at around $95.62. The impact to a portfolio due to this purchase was 0.66%. The holding were 112,568 shares as of .

Added: Aberdeen Standard Gold ETF Trust (SGOL)

Hudock Moyer Wealth Resources, LLC added to a holding in Aberdeen Standard Gold ETF Trust by 888.44%. The purchase prices were between $14.01 and $145.69, with an estimated average price of $60.18. The stock is now traded at around $15.00. The impact to a portfolio due to this purchase was 0.63%. The holding were 141,900 shares as of .

Added: Blackstone Group Inc (BX)

Hudock Moyer Wealth Resources, LLC added to a holding in Blackstone Group Inc by 184.42%. The purchase prices were between $45.61 and $56.3, with an estimated average price of $52.04. The stock is now traded at around $61.17. The impact to a portfolio due to this purchase was 0.18%. The holding were 15,131 shares as of .

Added: Dow Inc (DOW)

Hudock Moyer Wealth Resources, LLC added to a holding in Dow Inc by 452.23%. The purchase prices were between $43.85 and $55.99, with an estimated average price of $51.84. The stock is now traded at around $52.60. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,648 shares as of .

Added: 3M Co (MMM)

Hudock Moyer Wealth Resources, LLC added to a holding in 3M Co by 323.04%. The purchase prices were between $150.74 and $178.47, with an estimated average price of $167.84. The stock is now traded at around $179.39. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,699 shares as of .

Added: Amazon.com Inc (AMZN)

Hudock Moyer Wealth Resources, LLC added to a holding in Amazon.com Inc by 87.92%. The purchase prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74. The stock is now traded at around $1892.00. The impact to a portfolio due to this purchase was 0.12%. The holding were 389 shares as of .

Sold Out: Vanguard Consumer Staples ETF (VDC)

Hudock Moyer Wealth Resources, LLC sold out a holding in Vanguard Consumer Staples ETF. The sale prices were between $153.01 and $161.92, with an estimated average price of $157.13.

Sold Out: Canadian National Railway Co (CNI)

Hudock Moyer Wealth Resources, LLC sold out a holding in Canadian National Railway Co. The sale prices were between $83.78 and $94.81, with an estimated average price of $89.97.

Sold Out: Zoetis Inc (ZTS)

Hudock Moyer Wealth Resources, LLC sold out a holding in Zoetis Inc. The sale prices were between $116.25 and $133.25, with an estimated average price of $124.34.

Sold Out: Codorus Valley Bancorp Inc (CVLY)

Hudock Moyer Wealth Resources, LLC sold out a holding in Codorus Valley Bancorp Inc. The sale prices were between $20.95 and $23.3, with an estimated average price of $21.96.

Sold Out: Roper Technologies Inc (ROP)

Hudock Moyer Wealth Resources, LLC sold out a holding in Roper Technologies Inc. The sale prices were between $332.33 and $362.94, with an estimated average price of $345.8.

Sold Out: Moderna Inc (MRNA)

Hudock Moyer Wealth Resources, LLC sold out a holding in Moderna Inc. The sale prices were between $13.93 and $21.28, with an estimated average price of $17.86.

Reduced: UnitedHealth Group Inc (UNH)

Hudock Moyer Wealth Resources, LLC reduced to a holding in UnitedHealth Group Inc by 98.25%. The sale prices were between $215.36 and $295.97, with an estimated average price of $263.11. The stock is now traded at around $300.53. The impact to a portfolio due to this sale was -0.18%. Hudock Moyer Wealth Resources, LLC still held 41 shares as of .

Reduced: Vanguard Utilities Index Fund (VPU)

Hudock Moyer Wealth Resources, LLC reduced to a holding in Vanguard Utilities Index Fund by 91.71%. The sale prices were between $136.01 and $143.77, with an estimated average price of $140.6. The stock is now traded at around $148.49. The impact to a portfolio due to this sale was -0.08%. Hudock Moyer Wealth Resources, LLC still held 151 shares as of .

Reduced: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)

Hudock Moyer Wealth Resources, LLC reduced to a holding in Schwab Intermediate-Term U.S. Treasury ETF by 53.13%. The sale prices were between $54.79 and $56.05, with an estimated average price of $55.25. The stock is now traded at around $55.38. The impact to a portfolio due to this sale was -0.07%. Hudock Moyer Wealth Resources, LLC still held 3,286 shares as of .

Reduced: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Hudock Moyer Wealth Resources, LLC reduced to a holding in Vanguard Short-Term Inflation-Protected Securities by 75.63%. The sale prices were between $49 and $49.52, with an estimated average price of $49.24. The stock is now traded at around $49.35. The impact to a portfolio due to this sale was -0.06%. Hudock Moyer Wealth Resources, LLC still held 1,119 shares as of .

Reduced: Square Inc (SQ)

Hudock Moyer Wealth Resources, LLC reduced to a holding in Square Inc by 62.11%. The sale prices were between $58.36 and $69.65, with an estimated average price of $64.02. The stock is now traded at around $68.31. The impact to a portfolio due to this sale was -0.05%. Hudock Moyer Wealth Resources, LLC still held 1,320 shares as of .



Here is the complete portfolio of Hudock Moyer Wealth Resources, LLC. Also check out:

1. Hudock Moyer Wealth Resources, LLC's Undervalued Stocks
2. Hudock Moyer Wealth Resources, LLC's Top Growth Companies, and
3. Hudock Moyer Wealth Resources, LLC's High Yield stocks
4. Stocks that Hudock Moyer Wealth Resources, LLC keeps buying