Hoover Financial Advisors

Latest statistics and disclosures from Hoover Financial Advisors's latest quarterly 13F-HR filing:

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Positions held by Hoover Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hoover Financial Advisors

Companies in the Hoover Financial Advisors portfolio as of the December 2020 quarterly 13F filing

Hoover Financial Advisors has 522 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.4 $66M +7% 209k 314.35
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 11.9 $48M 194k 246.41
Huntington Ingalls Inds (HII) 11.8 $47M +28% 275k 172.02
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 6.8 $27M NEW 403k 67.48
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 5.7 $23M 183k 124.44
Johnson & Johnson (JNJ) 3.5 $14M +13% 86k 160.65
Ishares Tr Msci Eafe Etf (EFA) 3.3 $13M -15% 176k 75.58
West Pharmaceutical Services (WST) 3.2 $13M 42k 298.72
Ishares Tr Rus Mid Cap Etf (IWR) 2.8 $11M -4% 156k 71.27
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.0 $8.1M -3% 132k 61.63
Stryker Corporation (SYK) 1.7 $7.0M 29k 242.14
Apple (AAPL) 1.7 $6.7M 52k 128.91
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $6.7M -2% 72k 92.91
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $6.1M -10% 31k 198.79
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.3 $5.1M -18% 91k 56.00
Spdr Ser Tr S&p 600 Sml Cap (SLY) 1.1 $4.6M -4% 52k 87.71
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $4.5M -5% 19k 239.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $4.2M -14% 11k 378.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $4.1M -4% 76k 53.11
Ishares Tr Core Msci Eafe (IEFA) 0.9 $3.8M 53k 71.53
Vanguard Index Fds Small Cp Etf (VB) 0.9 $3.7M -6% 18k 208.15
At&t (T) 0.9 $3.4M +983% 117k 29.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $2.3M -16% 42k 55.13
Amazon (AMZN) 0.5 $2.1M 667.00 3127.44
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $2.1M -10% 31k 67.20
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $1.9M -35% 38k 49.01
Microsoft Corporation (MSFT) 0.4 $1.8M +10% 8.3k 213.06
Procter & Gamble Company (PG) 0.4 $1.7M -45% 13k 135.82
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.7M 12k 141.29
Amgen (AMGN) 0.3 $1.4M 5.8k 241.73
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.3M -37% 7.7k 173.28
UnitedHealth (UNH) 0.3 $1.3M +333% 3.7k 350.63
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.2M -8% 5.4k 213.85
Merck & Co (MRK) 0.3 $1.1M +6% 13k 82.16
Exxon Mobil Corporation (XOM) 0.3 $1.0M 20k 50.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.0M 7.9k 127.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.0M -4% 27k 37.45
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1000k -4% 2.2k 446.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $956k -8% 4.1k 235.12
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $950k NEW 7.4k 129.09
Tesla Motors (TSLA) 0.2 $864k -11% 1.0k 845.40
Ishares Msci Emerg Mrkt (EEMV) 0.2 $840k 13k 63.26
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $812k 11k 74.45
Wal-Mart Stores (WMT) 0.2 $790k +4% 5.4k 147.06
Ishares Tr Core S&p500 Etf (IVV) 0.2 $784k +15% 2.1k 379.85
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.2 $783k -2% 14k 57.76
Automatic Data Processing (ADP) 0.2 $751k +2% 4.6k 161.92
Alphabet Cap Stk Cl C (GOOG) 0.2 $738k +81% 424.00 1740.57
Medtronic SHS (MDT) 0.2 $714k +2% 6.1k 117.71
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $675k 4.8k 142.05
Alphabet Cap Stk Cl A (GOOGL) 0.2 $641k 370.00 1732.43
SEI Investments Company (SEIC) 0.2 $612k 10k 60.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $600k -38% 1.7k 348.03
RPM International (RPM) 0.1 $596k 6.9k 86.29
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $566k 5.2k 108.06
Pfizer (PFE) 0.1 $521k 14k 36.78
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $498k 4.0k 125.38
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $480k +3% 9.3k 51.35
Kimberly-Clark Corporation (KMB) 0.1 $476k 3.6k 131.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $458k -26% 3.0k 152.51
Essential Utils (WTRG) 0.1 $429k -8% 9.4k 45.54
Bank of America Corporation (BAC) 0.1 $396k 12k 33.97
Ii-vi (IIVI) 0.1 $392k NEW 4.4k 88.63
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $390k -14% 12k 32.49
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.1 $384k 12k 32.73
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $376k +111% 3.2k 117.06
Comcast Corp Cl A (CMCSA) 0.1 $368k 7.4k 49.56
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $364k 7.1k 51.15
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $344k -7% 1.1k 309.63
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $344k 1.4k 243.28
Hp (HPQ) 0.1 $329k -5% 13k 25.61
Peloton Interactive Cl A Com (PTON) 0.1 $328k NEW 2.0k 165.41
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $317k 5.8k 54.26
International Business Machines (IBM) 0.1 $315k -3% 2.4k 129.05
Home Depot (HD) 0.1 $312k +12% 1.2k 268.50
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.1 $301k -5% 2.6k 115.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $300k 5.4k 55.57
Fs Kkr Capital Corp. Ii (FSKR) 0.1 $296k -3% 17k 17.01
Boeing Company (BA) 0.1 $293k -22% 1.4k 209.74
American Electric Power Company (AEP) 0.1 $289k 3.7k 78.85
Pepsi (PEP) 0.1 $285k +10% 2.0k 141.93
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $284k -14% 4.0k 71.86
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $280k 2.9k 97.66
Kraneshares Tr Csi Chi Internet (KWEB) 0.1 $280k +14% 3.4k 81.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $272k -26% 2.8k 96.83
Glaxosmithkline Sponsored Adr (GSK) 0.1 $269k 7.1k 38.10
Oracle Corporation (ORCL) 0.1 $269k 4.4k 61.64
Public Service Enterprise (PEG) 0.1 $267k 4.6k 57.87
Keysight Technologies (KEYS) 0.1 $265k NEW 1.8k 147.14
CSX Corporation (CSX) 0.1 $262k 2.8k 93.57
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $255k 816.00 312.50
Vanguard Index Fds Value Etf (VTV) 0.1 $251k -19% 2.0k 123.71
Philip Morris International (PM) 0.1 $251k 3.1k 81.20
JPMorgan Chase & Co. (JPM) 0.1 $247k NEW 1.8k 141.06
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $245k 1.4k 175.63
Pimco CA Muni. Income Fund II (PCK) 0.1 $236k NEW 26k 9.00
Walt Disney Company (DIS) 0.1 $233k NEW 1.3k 173.36
Mastercard Incorporated Cl A (MA) 0.1 $233k +2% 713.00 326.79
Verizon Communications (VZ) 0.1 $233k 4.1k 57.04
Listed Fd Tr Shares Core Bd (OVB) 0.1 $231k NEW 8.8k 26.19
Intel Corporation (INTC) 0.1 $221k -5% 3.7k 59.22
PPL Corporation (PPL) 0.1 $218k NEW 7.7k 28.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $209k 965.00 216.58
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $207k -7% 5.7k 36.48
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $204k +233% 3.2k 63.53
Becton, Dickinson and (BDX) 0.1 $203k NEW 789.00 257.29
Costco Wholesale Corporation (COST) 0.1 $202k NEW 558.00 362.01
Adobe Systems Incorporated (ADBE) 0.0 $200k NEW 431.00 464.04
Coca-Cola Company (KO) 0.0 $196k NEW 4.0k 49.17
Lockheed Martin Corporation (LMT) 0.0 $194k NEW 559.00 347.05
Vanguard World Fds Health Car Etf (VHT) 0.0 $193k 830.00 232.53
Cisco Systems (CSCO) 0.0 $192k NEW 4.3k 45.04
Bank of New York Mellon Corporation (BK) 0.0 $190k NEW 4.1k 46.64
Lattice Semiconductor (LSCC) 0.0 $189k NEW 4.4k 43.38
Nike CL B (NKE) 0.0 $189k NEW 1.3k 141.68
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $188k +12% 658.00 285.71
Accenture Plc Ireland Shs Class A (ACN) 0.0 $184k NEW 723.00 254.50
Abbott Laboratories (ABT) 0.0 $184k NEW 1.7k 110.18
Zynga Cl A (ZNGA) 0.0 $181k 18k 9.90
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $181k +12% 848.00 213.44
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $177k +35% 1.7k 105.67
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $176k 1.3k 132.23
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $176k -45% 4.6k 38.10
Abbvie (ABBV) 0.0 $175k NEW 1.6k 111.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $167k 1.8k 92.11
Paychex (PAYX) 0.0 $166k NEW 1.9k 88.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $165k -20% 2.7k 61.09
Aberdeen Std Precious Metals Physcl Pm Basket (GLTR) 0.0 $165k NEW 1.7k 96.43
Marriott Intl Cl A (MAR) 0.0 $156k NEW 1.2k 128.61
Air Products & Chemicals (APD) 0.0 $153k NEW 535.00 285.98
McDonald's Corporation (MCD) 0.0 $153k NEW 736.00 207.88
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $151k NEW 1.8k 83.06
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.0 $150k NEW 1.7k 87.41
Paypal Holdings (PYPL) 0.0 $148k NEW 611.00 242.23
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $148k NEW 1.4k 102.64
Innovator Etfs Tr S&p 500 Buffer E (BDEC) 0.0 $148k NEW 4.8k 30.76
Bristol Myers Squibb (BMY) 0.0 $147k NEW 2.2k 66.07
Square Cl A (SQ) 0.0 $145k NEW 625.00 232.00
S&T Ban (STBA) 0.0 $141k NEW 5.0k 28.48
Teradyne (TER) 0.0 $138k NEW 999.00 138.14
Applied Materials (AMAT) 0.0 $138k NEW 1.3k 106.15
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $138k 4.4k 31.04
TJX Companies (TJX) 0.0 $137k NEW 2.0k 68.16
Listed Fd Tr Shares Muni Db (OVM) 0.0 $136k NEW 5.3k 25.88
NVIDIA Corporation (NVDA) 0.0 $136k NEW 258.00 527.13
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $135k -38% 1.3k 101.43
General Electric Company (GE) 0.0 $133k -88% 12k 11.58
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $132k NEW 600.00 220.00
MercadoLibre (MELI) 0.0 $132k NEW 71.00 1859.15
PNC Financial Services (PNC) 0.0 $132k NEW 817.00 161.57
Knot Offshore Partners Com Units (KNOP) 0.0 $127k NEW 7.1k 17.87
UGI Corporation (UGI) 0.0 $127k NEW 3.4k 37.12
Freeport-mcmoran CL B (FCX) 0.0 $123k NEW 3.8k 32.07
Exelon Corporation (EXC) 0.0 $123k NEW 2.9k 42.53
Rockwell Automation (ROK) 0.0 $118k NEW 448.00 263.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $117k -27% 1.4k 82.92
First Bank (FRBA) 0.0 $116k 12k 9.61
Docusign (DOCU) 0.0 $114k NEW 456.00 250.00
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $113k -35% 998.00 113.23
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $113k +7% 1.1k 103.01
Innovator Etfs Tr S&p 500 Power (PNOV) 0.0 $113k NEW 3.9k 29.06
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $110k NEW 1.1k 95.82
Ishares Core Msci Emkt (IEMG) 0.0 $108k NEW 1.6k 66.26
Ishares Tr Msci India Etf (INDA) 0.0 $108k 2.6k 41.83
Lowe's Companies (LOW) 0.0 $107k NEW 626.00 170.93
Charter Communications Inc N Cl A (CHTR) 0.0 $106k NEW 170.00 623.53
Linde SHS (LIN) 0.0 $105k NEW 400.00 262.50
Lululemon Athletica (LULU) 0.0 $105k NEW 302.00 347.68
Royal Dutch Shell Spons Adr A (RDS.A) 0.0 $104k NEW 2.5k 41.60
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $104k -6% 1.2k 83.27
Chevron Corporation (CVX) 0.0 $103k NEW 1.1k 95.37
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $99k NEW 595.00 166.39
Illinois Tool Works (ITW) 0.0 $98k NEW 479.00 204.59
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $97k -11% 561.00 172.91
BlackRock (BLK) 0.0 $95k NEW 128.00 742.19
Southern Company (SO) 0.0 $95k NEW 1.6k 59.34
T. Rowe Price (TROW) 0.0 $94k NEW 590.00 159.32
BlackRock MuniYield Insured Investment (MFT) 0.0 $94k NEW 6.5k 14.46
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $93k -36% 2.1k 43.46
Ishares Tr Select Divid Etf (DVY) 0.0 $91k 892.00 102.02
Eli Lilly & Co. (LLY) 0.0 $90k NEW 481.00 187.11
Facebook Cl A (FB) 0.0 $90k NEW 367.00 245.23
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $88k -17% 780.00 112.82
Qualcomm (QCOM) 0.0 $88k NEW 548.00 160.58
Public Storage (PSA) 0.0 $87k NEW 394.00 220.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $86k +14% 1.0k 83.25
Universal Display Corporation (OLED) 0.0 $86k NEW 336.00 255.95
Netflix (NFLX) 0.0 $86k NEW 172.00 500.00
Innovator Etfs Tr S&p 500 Pwr Bu (PDEC) 0.0 $86k NEW 2.9k 29.19
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $85k NEW 963.00 88.27
Goldman Sachs (GS) 0.0 $83k NEW 268.00 309.70
Avery Dennison Corporation (AVY) 0.0 $81k NEW 500.00 162.00
Amicus Therapeutics (FOLD) 0.0 $80k NEW 3.4k 23.40
BP Sponsored Adr (BP) 0.0 $80k NEW 3.1k 25.62
Wisdomtree Tr India Erngs Fd (EPI) 0.0 $80k 2.6k 30.65
Ishares Tr Nasdaq Biotech (IBB) 0.0 $79k 489.00 161.55
Healthcare Tr Amer Cl A New (HTA) 0.0 $79k NEW 2.8k 28.13
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $79k NEW 369.00 214.09
3M Company (MMM) 0.0 $78k NEW 466.00 167.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $77k -46% 878.00 87.70
Hewlett Packard Enterprise (HPE) 0.0 $77k NEW 6.2k 12.48
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $76k 1.2k 61.54
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $75k -8% 1.7k 44.54
Advanced Micro Devices (AMD) 0.0 $74k NEW 816.00 90.69
Norfolk Southern (NSC) 0.0 $74k NEW 295.00 250.85
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $73k 2.3k 31.52
Chubb (CB) 0.0 $73k NEW 469.00 155.65
Vanguard World Fds Energy Etf (VDE) 0.0 $71k 1.1k 61.79
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $71k +83% 738.00 96.21
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $69k +300% 904.00 76.33
DTE Energy Company (DTE) 0.0 $68k NEW 560.00 121.43
Canopy Gro (CGC) 0.0 $67k NEW 1.9k 34.48
Visa Com Cl A (V) 0.0 $67k NEW 331.00 202.42
Cdk Global Inc equities (CDK) 0.0 $66k NEW 1.3k 51.64
BlackRock MuniYield Investment Fund (MYF) 0.0 $66k NEW 4.7k 14.02
Ishares Tr Core Div Grwth (DGRO) 0.0 $65k NEW 1.4k 45.87
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $65k -50% 266.00 244.36
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $64k NEW 2.0k 31.37
Meridian Bank (MRBK) 0.0 $64k NEW 3.0k 21.33
Consolidated Edison (ED) 0.0 $63k NEW 926.00 68.03
Union Pacific Corporation (UNP) 0.0 $63k NEW 290.00 217.24
Peak (PEAK) 0.0 $62k NEW 2.1k 29.98
American Express Company (AXP) 0.0 $62k NEW 500.00 124.00
Ishares Gold Trust Ishares (IAU) 0.0 $60k NEW 3.4k 17.65
Draftkings Com Cl A (DKNG) 0.0 $60k NEW 1.1k 55.15
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $60k +3257% 940.00 63.83
American Tower Reit (AMT) 0.0 $60k NEW 278.00 215.83
Leidos Holdings (LDOS) 0.0 $60k NEW 563.00 106.57
Xcel Energy (XEL) 0.0 $58k NEW 920.00 63.04
Vanguard Index Fds Growth Etf (VUG) 0.0 $56k -7% 224.00 250.00
Fiserv (FISV) 0.0 $56k NEW 520.00 107.69
Eaton Corp SHS (ETN) 0.0 $56k NEW 450.00 124.44
Align Technology (ALGN) 0.0 $55k NEW 100.00 550.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $55k 500.00 110.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $55k 573.00 95.99
American Intl Group Com New (AIG) 0.0 $53k NEW 1.3k 41.44
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $53k -31% 1.1k 47.75
Prudential Financial (PRU) 0.0 $52k NEW 619.00 84.01
Novartis Sponsored Adr (NVS) 0.0 $52k NEW 546.00 95.24
Innovator Etfs Tr S&p 500 Buffer (BNOV) 0.0 $51k NEW 1.7k 30.11
Louisiana-Pacific Corporation (LPX) 0.0 $51k NEW 1.3k 38.23
FedEx Corporation (FDX) 0.0 $51k NEW 200.00 255.00
Quest Diagnostics Incorporated (DGX) 0.0 $50k NEW 403.00 124.07
Yum! Brands (YUM) 0.0 $47k NEW 440.00 106.82
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $47k 1.2k 38.75
Altria (MO) 0.0 $46k NEW 1.1k 41.55
Spdr Ser Tr S&p Biotech (XBI) 0.0 $45k 292.00 154.11
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.0 $45k 946.00 47.57
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $45k 910.00 49.45
Proshares Tr Long Online Shrt (CLIX) 0.0 $43k NEW 454.00 94.71

Past Filings by Hoover Financial Advisors

SEC 13F filings are viewable for Hoover Financial Advisors going back to 2018