Hudock, Inc. Q4 2022 vs. Q1 2023: Changes in Fund Holdings

As we head into the new year, it's worth taking a closer look at the recent changes in fund holdings for Hudock, Inc. This data represents 13F filings for Q4 2022 and Q1 2023 and offers valuable insights into the strategies employed by this investment firm. Let's dive in and examine the movements in each of the holdings and what it means for investors.

Starting with the biggest movers, we see that VCIT, the Vanguard Scottsdale FDS, had an incredible increase of 335.1% in shares held and 333.5% in value. This is a notable shift and suggests that Hudock is bullish on this fund's performance going forward. VEA, the Vanguard Tax-Managed FDS, also saw a significant uptick of 45% in shares held and 45.4% in value.

Moving on to the other funds with increases in holdings, we see that SCHD, the Schwab Strategic TR, and VNQ, the Vanguard Index FDS, both saw increases of over 10% in shares held and over 10% in value. These are more modest increases but still show a confidence in the performance of these funds.

Looking at the decreases in holdings, we see that MUB, the iShares TR, had a decrease of 72.5% in shares held and 72.5% in value. This is a significant shift and suggests that Hudock has lost confidence in this fund's performance. PLAT, the WisdomTree TR, also had a decrease of 100% in shares held and 100% in value, indicating that Hudock has exited this fund entirely.

Other notable decreases include IBM, International Business Machs, which had a decrease of 26.9% in shares held and 26.8% in value, and PFE, Pfizer Inc, which saw a decrease of 19.8% in shares held and 19.9% in value.

It's important to note that these moves don't necessarily reflect the overall confidence Hudock has in these funds. It's possible that these shifts are part of a larger, strategic investment plan. However, it's clear that Hudock is making moves to position their holdings in a way that they believe will produce the best returns.

In conclusion, Hudock, Inc.'s 13F filings demonstrate a mix of bullish and bearish moves across a wide range of funds. Some of the most significant shifts were seen in VCIT, VEA, and MUB, while other holdings remained relatively stable. It will be interesting to see how these moves play out in the coming months and whether they prove to be wise investments for Hudock.