Hoge Financial Services
Latest statistics and disclosures from Hoge Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWB, BIV, VT, VTV, EFA, and represent 57.78% of Hoge Financial Services's stock portfolio.
- Added to shares of these 10 stocks: VTHR, TSM, META, BIV, FLOT, ORCL, IFRA, NEE, ABBV, FUTY.
- Started 9 new stock positions in NEE, VTWO, ORCL, TSM, PNC, ABBV, FUTY, MA, VTHR.
- Reduced shares in these 10 stocks: IWB, EFA, IGF, MUB, AMGN, EEM, V, MVBF, KMB, IDEV.
- Sold out of its position in AMGN.
- Hoge Financial Services was a net buyer of stock by $4.4M.
- Hoge Financial Services has $174M in assets under management (AUM), dropping by 8.48%.
- Central Index Key (CIK): 0001989834
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Portfolio Holdings for Hoge Financial Services
Hoge Financial Services holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 23.4 | $41M | 112k | 365.48 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 11.6 | $20M | +3% | 258k | 78.09 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 10.2 | $18M | 129k | 137.80 |
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| Vanguard Index Fds Value Etf (VTV) | 6.8 | $12M | 63k | 186.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 5.9 | $10M | -2% | 110k | 93.37 |
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| Vanguard Index Fds Small Cp Etf (VB) | 5.8 | $10M | 40k | 254.28 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 5.1 | $8.9M | +4% | 175k | 51.09 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.5 | $4.4M | -2% | 83k | 53.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $3.3M | 6.9k | 479.65 |
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| Microsoft Corporation (MSFT) | 1.7 | $2.9M | +4% | 5.6k | 517.98 |
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| NVIDIA Corporation (NVDA) | 1.7 | $2.9M | +5% | 16k | 186.59 |
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| Qualcomm (QCOM) | 1.6 | $2.9M | 17k | 166.36 |
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| Meta Platforms Cl A (META) | 1.5 | $2.5M | +39% | 3.5k | 734.45 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 1.4 | $2.5M | -8% | 41k | 61.12 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.4 | $2.5M | 31k | 80.17 |
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| Ishares Tr National Mun Etf (MUB) | 1.3 | $2.3M | -8% | 22k | 106.49 |
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| Ishares Tr Us Infrastruc (IFRA) | 1.2 | $2.1M | +12% | 39k | 52.82 |
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| Apple (AAPL) | 1.0 | $1.7M | +11% | 6.8k | 254.66 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.0M | 4.9k | 208.74 |
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| Amazon (AMZN) | 0.6 | $1.0M | +2% | 4.6k | 219.57 |
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| Manulife Finl Corp (MFC) | 0.6 | $988k | 32k | 31.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $882k | 4.3k | 203.59 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $843k | 8.4k | 100.26 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.5 | $836k | NEW | 2.8k | 294.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $832k | +14% | 3.4k | 243.11 |
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| Mvb Financial (MVBF) | 0.5 | $830k | -6% | 33k | 25.06 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $825k | NEW | 3.0k | 279.31 |
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| Rockwell Automation (ROK) | 0.4 | $767k | 2.2k | 349.63 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $740k | 2.5k | 297.68 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $725k | 1.2k | 612.63 |
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| Vanguard World Energy Etf (VDE) | 0.4 | $673k | 5.4k | 125.88 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $625k | 5.5k | 112.77 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $622k | -2% | 934.00 | 666.23 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $622k | 9.4k | 65.92 |
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| Broadcom (AVGO) | 0.3 | $603k | +16% | 1.8k | 329.93 |
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| McDonald's Corporation (MCD) | 0.3 | $592k | +4% | 1.9k | 303.89 |
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| Pepsi (PEP) | 0.3 | $569k | +8% | 4.1k | 140.45 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $510k | +3% | 2.8k | 182.42 |
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| Tesla Motors (TSLA) | 0.3 | $444k | +11% | 999.00 | 444.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $423k | +11% | 841.00 | 502.74 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $419k | +9% | 1.3k | 315.57 |
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| Wal-Mart Stores (WMT) | 0.2 | $396k | +9% | 3.8k | 103.08 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $353k | -2% | 2.5k | 140.05 |
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| Eli Lilly & Co. (LLY) | 0.2 | $352k | 460.00 | 764.20 |
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| Dick's Sporting Goods (DKS) | 0.2 | $340k | 1.5k | 222.24 |
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| Norfolk Southern (NSC) | 0.2 | $320k | 1.1k | 300.47 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $317k | 527.00 | 601.42 |
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| First Commonwealth Financial (FCF) | 0.2 | $316k | 19k | 17.05 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $315k | 4.3k | 73.46 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $315k | +3% | 886.00 | 355.47 |
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| Altria (MO) | 0.2 | $298k | +2% | 4.5k | 66.06 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.2 | $294k | -5% | 6.4k | 45.77 |
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| Linde SHS (LIN) | 0.2 | $293k | +3% | 617.00 | 475.60 |
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| Coca-Cola Company (KO) | 0.2 | $285k | -3% | 4.3k | 66.33 |
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| Johnson & Johnson (JNJ) | 0.2 | $285k | +11% | 1.5k | 185.45 |
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| Constellation Energy (CEG) | 0.2 | $276k | 838.00 | 329.29 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $274k | 3.5k | 78.93 |
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| American Express Company (AXP) | 0.2 | $262k | +3% | 788.00 | 332.52 |
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| Oracle Corporation (ORCL) | 0.2 | $262k | NEW | 930.00 | 281.45 |
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| Philip Morris International (PM) | 0.1 | $238k | +2% | 1.5k | 162.31 |
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| Visa Com Cl A (V) | 0.1 | $234k | -24% | 686.00 | 341.62 |
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| Netflix (NFLX) | 0.1 | $233k | -7% | 194.00 | 1198.92 |
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| At&t (T) | 0.1 | $220k | +2% | 7.8k | 28.24 |
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| Nextera Energy (NEE) | 0.1 | $219k | NEW | 2.9k | 75.51 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $215k | 2.7k | 79.94 |
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| Abbvie (ABBV) | 0.1 | $212k | NEW | 913.00 | 231.72 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $210k | NEW | 3.7k | 56.47 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $209k | NEW | 2.1k | 97.84 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $206k | NEW | 361.00 | 570.20 |
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| PNC Financial Services (PNC) | 0.1 | $201k | NEW | 1.0k | 200.96 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $201k | -16% | 1.6k | 124.36 |
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Past Filings by Hoge Financial Services
SEC 13F filings are viewable for Hoge Financial Services going back to 2023
- Hoge Financial Services 2025 Q3 filed Nov. 4, 2025
- Hoge Financial Services 2025 Q2 filed July 31, 2025
- Hoge Financial Services 2025 Q1 filed April 21, 2025
- Hoge Financial Services 2024 Q4 filed Jan. 31, 2025
- Hoge Financial Services 2024 Q3 filed Nov. 12, 2024
- Hoge Financial Services 2024 Q2 filed Aug. 8, 2024
- Hoge Financial Services 2024 Q1 filed May 6, 2024
- Hoge Financial Services 2023 Q4 filed Feb. 9, 2024