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| Happy Holidays!! thanks for using AUM13F!! |
| Hudock Inc
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|---|---|
| CRD # | 149255 |
| SEC # | 801-70772 |
| CIK # | 0001543536 |
| AUM | $849.1 M (2025-05-05) |
| Employees | 14 (50% Investors, 36% Brokers) |
| Phone | 570-326-9500 |
| Address | 400 Market Street Williamsport, PA 17701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.1 | ||
| J P Morgan Chase & Co | 6.3 | ||
| Microsoft Corp | 6.3 | ||
| Nvidia Corp | 4.4 | ||
| International Business Machines Corp | 3.4 | ||
| Blackstone Group LP | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 608 | 176.7 |
| (b) Individuals (high net worth individuals) | 234 | 638.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 40 | 30.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,487 | 849.1 |
| By Discretionary | ||
| Discretionary | 2,354 | 786.1 |
| Non-Discretionary | 133 | 63.0 |
| Total | 2,487 | 849.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 848.1 | |
| Total | 2,487 | 849.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001543536] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Fairman Group LLC
✚
|
PA | 0.9 |
|
Sky Investment Group LLC
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CT | 0.9 |
|
Clearview Financial Partners LLC
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PA | 0.9 |
|
Olympus Wealth Management LLC
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UT | 0.9 |
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BlueSky Wealth Advisors LLC
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NC | 0.8 |
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Spectrum Investment Advisors Inc
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WI | 0.8 |
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Quadra Gestao de Recursos Sa
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0.8 | |
|
Decisionpoint Financial LLC
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|
AZ | 0.8 |
|
HH Capital Management Inc
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CA | 0.8 |
|
Roberts Glore & Co
✚
|
IL | 0.8 |