$84.6 Million is the total value of Hudson Portfolio Management LLC's 101 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFG | Exit | ISHARES TR EAFE GRWTH ETFeafe grwth etf | $0 | – | -2,861 | -100.0% | -0.24% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,155 | -100.0% | -0.27% | – |
| XLY | Exit | SELECT SECTOR SPDR TR SBI CONS DISCRsbi cons discr | $0 | – | -1,907 | -100.0% | -0.27% | – |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -23,619 | -100.0% | -0.33% | – | |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -27,791 | -100.0% | -1.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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.