Hoge Financial Services, LLC Top Holdings and 13F Report (2025) About Hoge Financial Services, LLCInvestment ActivityHoge Financial Services, LLC has $160.81 million in total holdings as of June 30, 2025.Hoge Financial Services, LLC owns shares of 63 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.22% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Hoge Financial Services, LLC has purchased 57 new stocks and bought additional shares in 38 stocks.Hoge Financial Services, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Russell 1000 ETF $38,359,687Vanguard Intermediate-Term Bond ETF $19,473,608Vanguard Total World Stock ETF $16,587,616Vanguard Value ETF $11,134,785iShares MSCI EAFE ETF $10,096,617 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $826,156 Holding69608A108 - PALANTIR TECHNOLOGIES INC $367,928 Holding88160R101 - Tesla $284,623 Holding64110L106 - Netflix $281,217 Holding921937827 - Vanguard Short-Term Bond ETF $270,114 Holding Largest Purchases this Quarter iShares Russell 1000 ETF 5,223 shares (about $1.78M)Vanguard Intermediate-Term Bond ETF 18,275 shares (about $1.42M)Vanguard Value ETF 5,583 shares (about $988.50K)iShares Core U.S. Aggregate Bond ETF 8,328 shares (about $826.16K)iShares U.S. Infrastructure ETF 16,211 shares (about $801.03K) Largest Sales this Quarter NVIDIA 9,622 shares (about $1.52M)iShares Global Infrastructure ETF 10,904 shares (about $645.49K)Berkshire Hathaway 1,081 shares (about $519.54K)Microsoft 483 shares (about $240.24K)Invesco QQQ 367 shares (about $202.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHoge Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$38,359,687$1,776,255 ▲4.9%112,79523.9%ETFBIVVanguard Intermediate-Term Bond ETF$19,473,608$1,419,767 ▲7.9%250,66112.1%ETFVTVanguard Total World Stock ETF$16,587,616$235,469 ▲1.4%128,84410.3%ETFVTVVanguard Value ETF$11,134,785$988,496 ▲9.7%62,8896.9%ETFEFAiShares MSCI EAFE ETF$10,096,617$230,722 ▲2.3%112,7726.3%FinanceVBVanguard Small-Cap ETF$9,330,014$583,126 ▲6.7%39,2965.8%ETFFLOTiShares Floating Rate Bond ETF$8,568,807$399,010 ▲4.9%167,4855.3%ETFEEMiShares MSCI Emerging Markets ETF$4,140,628$226,841 ▲5.8%85,7002.6%FinanceVUGVanguard Growth ETF$3,047,540$19,288 ▼-0.6%6,9521.9%ETFQCOMQUALCOMM$2,722,668$11,307 ▲0.4%17,0961.7%Computer and TechnologyIGFiShares Global Infrastructure ETF$2,681,545$645,494 ▼-19.4%45,2981.7%ManufacturingMSFTMicrosoft$2,671,441$240,236 ▼-8.3%5,3711.7%Computer and TechnologyMUBiShares National Muni Bond ETF$2,529,358$16,194 ▼-0.6%24,2091.6%ETFIDEViShares Core MSCI International Developed Markets ETF$2,400,790$24,028 ▲1.0%31,5731.5%ETFNVDANVIDIA$2,328,574$1,520,256 ▼-39.5%14,7381.4%Computer and TechnologyMETAMeta Platforms$1,824,157$67,944 ▲3.9%2,4701.1%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$1,714,618$801,028 ▲87.7%34,7001.1%ETFAAPLApple$1,266,968$85,753 ▲7.3%6,1610.8%Computer and TechnologyMFCManulife Financial$1,004,673$8,725 ▲0.9%31,4350.6%FinanceAMZNAmazon.com$980,893$78,340 ▲8.7%4,4700.6%Retail/WholesaleVBRVanguard Small-Cap Value ETF$953,237$22,817 ▲2.5%4,8880.6%ETFIWDiShares Russell 1000 Value ETF$837,297$35,349 ▼-4.1%4,3110.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$826,156$826,156 ▲New Holding8,3280.5%FinanceMVBFMvb Financial$798,807$5,452 ▲0.7%35,4550.5%FinanceROKRockwell Automation$725,163$6,312 ▼-0.9%2,1830.5%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$690,604$5,538 ▼-0.8%2,4940.4%ETFVOOVanguard S&P 500 ETF$670,975$15,908 ▼-2.3%1,1810.4%ETFVDEVanguard Energy ETF$644,280$160,177 ▼-19.9%5,4100.4%ETFXOMExxon Mobil$605,012$12,096 ▲2.0%5,6020.4%EnergySPYSPDR S&P 500 ETF Trust$592,136$50,066 ▼-7.8%9580.4%FinanceIEMGiShares Core MSCI Emerging Markets ETF$570,440$1,261 ▲0.2%9,5030.4%ETFMCDMcDonald's$540,346$3,766 ▲0.7%1,8650.3%Retail/WholesaleGOOGLAlphabet$529,587$115,842 ▲28.0%2,9990.3%Computer and TechnologyPEPPepsiCo$498,303$15,418 ▲3.2%3,7490.3%Consumer StaplesAVGOBroadcom$432,519$81,597 ▲23.3%1,5690.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$367,928$367,928 ▲New Holding2,6990.2%CL ABRK.BBerkshire Hathaway$361,899$519,539 ▼-58.9%7530.2%FinanceLLYEli Lilly and Company$353,400$12,455 ▲3.7%4540.2%MedicalJPMJPMorgan Chase & Co.$352,132$64,920 ▲22.6%1,2150.2%FinanceSDYSPDR S&P Dividend ETF$350,360$10,181 ▼-2.8%2,5810.2%ETFWMTWalmart$342,838$34,225 ▲11.1%3,5060.2%Retail/WholesaleVVisa$322,354$34,361 ▲11.9%9100.2%Business ServicesKOCocaCola$316,216$15,814 ▲5.3%4,4590.2%Consumer StaplesRWOSPDR Dow Jones Global Real Estate ETF$301,436$107,069 ▼-26.2%6,8300.2%ETFDKSDICK'S Sporting Goods$300,082$791 ▼-0.3%1,5170.2%Retail/WholesaleFCFFirst Commonwealth Financial$298,071$2,548 ▲0.9%18,3650.2%FinanceVXUSVanguard Total International Stock ETF$295,097$26,325 ▲9.8%4,2710.2%ETFQQQInvesco QQQ$290,919$202,594 ▼-41.1%5270.2%FinanceTSLATesla$284,623$284,623 ▲New Holding8990.2%Auto/Tires/TrucksNFLXNetflix$281,217$281,217 ▲New Holding2100.2%Consumer DiscretionaryLINDE PLC$280,899$10,804 ▲4.0%5980.2%SHSNSCNorfolk Southern$272,149$6,657 ▲2.5%1,0630.2%TransportationBSVVanguard Short-Term Bond ETF$270,114$270,114 ▲New Holding3,4320.2%ETFCEGConstellation Energy$268,102$268,102 ▲New Holding8300.2%EnergyGLDSPDR Gold Shares$261,849$123,151 ▼-32.0%8590.2%FinancePMPhilip Morris International$261,165$14,986 ▲6.1%1,4290.2%Consumer StaplesMOAltria Group$258,479$7,270 ▲2.9%4,4090.2%Consumer StaplesKMBKimberly-Clark$246,795$4,073 ▲1.7%1,9390.2%Consumer StaplesAXPAmerican Express$243,571$243,571 ▲New Holding7640.2%FinanceTAT&T$220,069$8,104 ▲3.8%7,6040.1%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$212,023$20,034 ▼-8.6%2,6670.1%ETFJNJJohnson & Johnson$210,868$12,521 ▲6.3%1,3810.1%MedicalAMGNAmgen$207,749$13,812 ▲7.1%7370.1%MedicalSLViShares Silver Trust$0$205,123 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access