$113 Million is the total value of Hudson Portfolio Management LLC's 106 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | SHELL PLCspon ads | $729,000 | – | 13,280 | +100.0% | 0.64% | – | |
SHV | New | ISHARES TR SHORT TREAS BDshort treas bd | $329,000 | – | 2,980 | +100.0% | 0.29% | – |
QRVO | New | QORVO INC | $301,000 | – | 2,424 | +100.0% | 0.26% | – |
EXPI | New | EXP WORLD HLDGS INC | $300,000 | – | 14,190 | +100.0% | 0.26% | – |
SLYG | New | SPDR SER TR SP 600 SMCP GRWs&p 600 smcp grw | $243,000 | – | 2,893 | +100.0% | 0.21% | – |
VIACA | New | PARAMOUNT GLOBAL | $229,000 | – | 6,052 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ALPHABET INC C | 11 | Q3 2023 | 4.7% |
MCKESSON CORP | 11 | Q3 2023 | 4.2% |
INFOSYS LTD | 11 | Q3 2023 | 3.7% |
INTEL CORP | 11 | Q3 2023 | 3.6% |
CVS HEALTH CORP | 11 | Q3 2023 | 3.2% |
PIMCO ETF TR ENHAN SHRT MA AC | 11 | Q3 2023 | 5.6% |
SPDR SER TR | 11 | Q3 2023 | 3.0% |
ISHARES TR EAFE SML CP ETF | 11 | Q3 2023 | 2.8% |
VERIZON COMMUNICATIONS INC | 11 | Q3 2023 | 2.8% |
APPLE INC | 11 | Q3 2023 | 2.3% |
View Hudson Portfolio Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-15 |
13F-HR | 2021-11-09 |
View Hudson Portfolio Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.