Hoover Financial Advisors

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

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Portfolio Holdings for Hoover Financial Advisors

Companies in the Hoover Financial Advisors portfolio as of the March 2021 quarterly 13F filing

Hoover Financial Advisors has 626 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) 13.1 $70M +2% 215k 325.31
Huntington Ingalls Inds (HII) 11.1 $59M 275k 214.70
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 8.1 $43M +244% 668k 64.52
At&t (T) 6.2 $33M +768% 1.0M 32.26
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 5.9 $31M +145% 448k 70.04
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 5.7 $31M +27% 515k 59.16
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 3.4 $18M NEW 642k 27.97
West Pharmaceutical Services (WST) 2.9 $15M +7% 46k 335.21
Johnson & Johnson (JNJ) 2.7 $15M 86k 168.88
Ishares Tr Msci Eafe Etf (EFA) 2.5 $13M -4% 167k 78.93
Ishares Tr Rus Mid Cap Etf (IWR) 2.1 $11M -5% 147k 76.90
Innovator Etfs Tr S&p 500 Pwr Buf (PMAY) 1.8 $9.6M NEW 334k 28.82
Innovator Etfs Tr S&p 500 Ultra (UAPR) 1.7 $9.1M NEW 357k 25.38
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.7 $8.8M -2% 129k 68.52

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Stryker Corporation (SYK) 1.4 $7.3M 29k 251.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $6.7M -7% 66k 100.39
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $6.5M 30k 214.44
Apple (AAPL) 1.2 $6.4M 51k 125.91
Williams Companies (WMB) 1.2 $6.3M NEW 245k 25.65
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.2 $6.2M +525% 46k 133.74
Innovator Etfs Tr S&p 500 Ultra Bf (UMAY) 1.1 $5.7M NEW 206k 27.55
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.0 $5.2M -6% 85k 61.23
Spdr Ser Tr S&p 600 Sml Cap (SLY) 1.0 $5.2M +4% 54k 95.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $4.6M 11k 414.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $4.4M -6% 18k 250.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $4.0M 76k 52.37
Ishares Tr Core Msci Eafe (IEFA) 0.7 $4.0M 53k 75.08
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.8M 18k 218.43
Listed Fd Tr Shares Core Bd (OVB) 0.6 $3.4M +1388% 131k 25.77
Innovator Etfs Tr S&p 500 Pwr Bufr (PMAR) 0.6 $3.2M NEW 107k 30.02
Altria (MO) 0.6 $3.1M +5386% 61k 50.43
Invesco Exch Traded Fd Tr Ii Dwa Smlcp Ment (DWAS) 0.5 $2.8M NEW 33k 83.13
Invesco Exch Traded Fd Tr Ii Dwa Dev Mkts (PIZ) 0.5 $2.4M NEW 68k 36.03
Procter & Gamble Company (PG) 0.4 $2.2M +29% 16k 137.00
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $2.1M -3% 30k 72.31
Microsoft Corporation (MSFT) 0.4 $2.1M 8.4k 246.23
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $2.0M -8% 38k 53.56
Amazon (AMZN) 0.4 $2.0M -5% 631.00 3225.04
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $1.9M 38k 51.26
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.5M -14% 10k 154.71
UnitedHealth (UNH) 0.3 $1.5M 3.7k 411.62
Amgen (AMGN) 0.3 $1.4M -2% 5.7k 252.29
Exxon Mobil Corporation (XOM) 0.2 $1.2M 21k 60.57
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.2M 5.4k 218.89
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1.1M 2.3k 494.00
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.1M -17% 6.3k 172.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M -9% 3.7k 285.64
Innovator Etfs Tr S&p 500 Power (PJAN) 0.2 $1.0M NEW 32k 31.98
Innovator Etfs Tr S&p 500 Power (PFEB) 0.2 $1.0M NEW 36k 27.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $983k -7% 7.3k 134.20
Alphabet Cap Stk Cl C (GOOG) 0.2 $979k 424.00 2308.96
Merck & Co (MRK) 0.2 $964k -4% 12k 77.49
Ishares Tr Core S&p500 Etf (IVV) 0.2 $922k +7% 2.2k 415.88
Automatic Data Processing (ADP) 0.2 $905k 4.7k 194.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $895k -14% 23k 39.21
Ishares Msci Emerg Mrkt (EEMV) 0.2 $838k 13k 63.11
Alphabet Cap Stk Cl A (GOOGL) 0.2 $836k 368.00 2271.74
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $817k 11k 74.91
Medtronic SHS (MDT) 0.1 $763k 6.1k 125.14
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $760k 4.8k 159.50
Wal-Mart Stores (WMT) 0.1 $750k 5.4k 139.61
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $738k -4% 13k 56.74
RPM International (RPM) 0.1 $671k 6.9k 97.15
Tesla Motors (TSLA) 0.1 $630k 1.0k 617.04
SEI Investments Company (SEIC) 0.1 $627k 10k 61.97
Pfizer (PFE) 0.1 $564k 14k 39.35
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $534k 4.0k 134.44
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $523k +9% 10k 51.32
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $522k 3.0k 173.54
Bank of America Corporation (BAC) 0.1 $490k 12k 41.60
Essential Utils (WTRG) 0.1 $488k +10% 11k 46.69
Kimberly-Clark Corporation (KMB) 0.1 $488k 3.6k 134.25
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $469k +26% 9.0k 52.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $446k -32% 1.2k 380.87
Carpenter Technology Corporation (CRS) 0.1 $437k NEW 10k 42.52
Comcast Corp Cl A (CMCSA) 0.1 $430k 7.5k 57.49
Hp (HPQ) 0.1 $423k -2% 13k 33.62
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.1 $410k 12k 34.78
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $381k 1.1k 342.93
Fs Kkr Capital Corp. Ii 0.1 $380k +6% 19k 20.42
Home Depot (HD) 0.1 $372k -3% 1.1k 330.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $359k -6% 11k 31.91
International Business Machines (IBM) 0.1 $352k 2.4k 144.20
Oracle Corporation (ORCL) 0.1 $350k +3% 4.5k 77.76
Palantir Technologies Cl A (PLTR) 0.1 $323k +26526% 16k 20.22
American Electric Power Company (AEP) 0.1 $317k 3.7k 86.49
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $313k 1.4k 221.36
Philip Morris International (PM) 0.1 $303k 3.1k 97.21
Boeing Company (BA) 0.1 $297k -7% 1.3k 228.99
Ark Etf Tr Fintech Innova (ARKF) 0.1 $297k +4048% 6.2k 47.73
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $296k +110% 3.6k 82.04
Public Service Enterprise (PEG) 0.1 $287k 4.6k 62.20
Ii-vi (IIVI) 0.1 $285k 4.4k 64.44
CSX Corporation (CSX) 0.1 $284k 2.8k 101.43
Vanguard Index Fds Value Etf (VTV) 0.1 $282k 2.0k 138.98
JPMorgan Chase & Co. (JPM) 0.1 $280k 1.8k 158.82
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $273k 2.9k 95.22
Listed Fd Tr Shares Muni Db (OVM) 0.1 $272k +98% 11k 26.02
Pepsi (PEP) 0.1 $268k -8% 1.8k 145.49
Mastercard Incorporated Cl A (MA) 0.0 $262k 713.00 367.46
Costco Wholesale Corporation (COST) 0.0 $255k +20% 673.00 378.90
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $253k -24% 4.4k 57.63
Walt Disney Company (DIS) 0.0 $251k +2% 1.4k 181.75
Keysight Technologies (KEYS) 0.0 $250k 1.8k 138.81
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $248k 1.4k 177.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $244k -13% 2.4k 99.96
Pimco CA Muni. Income Fund II (PCK) 0.0 $243k 26k 9.26
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $239k +215% 6.4k 37.10
Verizon Communications (VZ) 0.0 $236k 4.0k 58.42
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $233k -36% 2.0k 113.99
Kraneshares Tr Csi Chi Internet (KWEB) 0.0 $230k -4% 3.3k 69.93
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $229k -2% 793.00 288.78
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $219k +12% 957.00 228.84
Lockheed Martin Corporation (LMT) 0.0 $218k 563.00 387.21
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $217k 3.2k 67.50
Coca-Cola Company (KO) 0.0 $217k 4.0k 54.44
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $215k -2% 5.5k 38.76
Bank of New York Mellon Corporation (BK) 0.0 $210k 4.1k 51.55
Accenture Plc Ireland Shs Class A (ACN) 0.0 $210k 729.00 288.07
PPL Corporation (PPL) 0.0 $209k -7% 7.1k 29.36
Cisco Systems (CSCO) 0.0 $206k -8% 3.9k 52.92
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $205k -2% 944.00 217.16
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $204k -32% 2.6k 77.01
Lattice Semiconductor (LSCC) 0.0 $203k 4.4k 46.59
Intel Corporation (INTC) 0.0 $202k 3.7k 55.09
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $199k 1.3k 148.73
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $198k +92% 1.1k 172.47
Vanguard World Fds Health Car Etf (VHT) 0.0 $197k 832.00 236.78
Zynga Cl A (ZNGA) 0.0 $190k 18k 10.39
Paychex (PAYX) 0.0 $186k 1.9k 98.88
Nike CL B (NKE) 0.0 $183k 1.3k 137.18
Abbvie (ABBV) 0.0 $182k 1.6k 114.97
Glaxosmithkline Sponsored Adr (GSK) 0.0 $182k -32% 4.8k 38.11
Abbott Laboratories (ABT) 0.0 $179k -9% 1.5k 118.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $177k -2% 1.8k 100.40
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $177k 658.00 269.00
Becton, Dickinson and (BDX) 0.0 $177k -7% 733.00 241.47
McDonald's Corporation (MCD) 0.0 $174k 746.00 233.24
Facebook Cl A (FB) 0.0 $174k +54% 567.00 306.88
Aberdeen Std Precious Metals Physcl Pm Basket (GLTR) 0.0 $174k 1.7k 101.69
Freeport-mcmoran CL B (FCX) 0.0 $172k 3.8k 44.85
Marriott Intl Cl A (MAR) 0.0 $172k 1.2k 141.80
UGI Corporation (UGI) 0.0 $170k +8% 3.7k 45.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $169k 2.7k 62.57
First Bank (FRBA) 0.0 $167k 12k 13.84
Adobe Systems Incorporated (ADBE) 0.0 $166k -20% 343.00 483.96
Asml Holding N V N Y Registry Shs (ASML) 0.0 $164k NEW 260.00 630.77
S&T Ban (STBA) 0.0 $162k 5.0k 32.73
Air Products & Chemicals (APD) 0.0 $161k 535.00 300.93
PNC Financial Services (PNC) 0.0 $159k 817.00 194.61
Innovator Etfs Tr S&p 500 Buffer E (BDEC) 0.0 $156k 4.8k 32.42
General Electric Company (GE) 0.0 $152k 11k 13.33
Paypal Holdings (PYPL) 0.0 $152k 613.00 247.96
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $150k 1.8k 82.51
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $150k 4.4k 33.74
NVIDIA Corporation (NVDA) 0.0 $148k 259.00 571.43
TJX Companies (TJX) 0.0 $145k 2.0k 72.14
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $145k 1.3k 110.10
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $144k -50% 2.7k 54.01
Ishares Core Msci Emkt (IEMG) 0.0 $144k +35% 2.2k 65.07
Bristol Myers Squibb (BMY) 0.0 $143k 2.2k 64.13
Knot Offshore Partners Com Units (KNOP) 0.0 $140k +3% 7.3k 19.10
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $138k -16% 500.00 276.00
Square Cl A (SQ) 0.0 $138k 625.00 220.80
Applied Materials (AMAT) 0.0 $138k -14% 1.1k 123.77
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $136k +174% 1.5k 88.43
Lowe's Companies (LOW) 0.0 $132k +3% 645.00 204.65
Exelon Corporation (EXC) 0.0 $129k 2.9k 44.58
Linde SHS (LIN) 0.0 $122k +2% 408.00 299.02
Teradyne (TER) 0.0 $121k 999.00 121.12
Rockwell Automation (ROK) 0.0 $120k 448.00 267.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $120k +60% 1.4k 85.29
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $116k -4% 1.2k 96.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $116k 1.4k 82.21
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $116k 1.1k 103.85
Charter Communications Inc N Cl A (CHTR) 0.0 $116k 170.00 682.35
Illinois Tool Works (ITW) 0.0 $113k 479.00 235.91
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $112k NEW 1.5k 76.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $112k -8% 1.1k 106.67
T. Rowe Price (TROW) 0.0 $111k 601.00 184.69
Ishares Tr Msci India Etf (INDA) 0.0 $110k 2.6k 42.60
Avery Dennison Corporation (AVY) 0.0 $109k 500.00 218.00
Public Storage (PSA) 0.0 $108k 394.00 274.11
BlackRock (BLK) 0.0 $108k 128.00 843.75
Ishares Tr Select Divid Etf (DVY) 0.0 $108k 892.00 121.08
Southern Company (SO) 0.0 $106k 1.6k 66.08
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $106k +250% 1.5k 69.37
Chevron Corporation (CVX) 0.0 $105k -9% 980.00 107.14
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $105k -40% 2.7k 38.27
Meridian Bank (MRBK) 0.0 $104k +33% 4.0k 25.89
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $104k NEW 1.0k 104.00
Campbell Soup Company (CPB) 0.0 $103k NEW 2.1k 50.07
Hewlett Packard Enterprise (HPE) 0.0 $100k 6.2k 16.21
Royal Dutch Shell Spons Adr A (RDS.A) 0.0 $98k 2.5k 39.20
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.0 $97k +4412% 1.1k 85.99
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $97k -2% 2.1k 46.37
BlackRock Municipal Income Trust II (BLE) 0.0 $96k NEW 6.2k 15.44
Eli Lilly & Co. (LLY) 0.0 $96k +2% 491.00 195.52
Ishares Tr Phlx Semicnd Etf (SOXX) 0.0 $95k +159% 236.00 402.54
Louisiana-Pacific Corporation (LPX) 0.0 $94k 1.3k 70.46
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $92k +2976% 800.00 115.00
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $91k 963.00 94.50
MercadoLibre (MELI) 0.0 $91k -7% 66.00 1378.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $90k +24% 332.00 271.08
Innovator Etfs Tr S&p 500 Pwr Bu (PDEC) 0.0 $89k 2.9k 30.21
Innovator Etfs Tr S&p 500 Power (PNOV) 0.0 $88k -24% 2.9k 29.99
3M Company (MMM) 0.0 $86k -9% 421.00 204.28
Docusign (DOCU) 0.0 $85k -5% 432.00 196.76
Norfolk Southern (NSC) 0.0 $85k 295.00 288.14
Wisdomtree Tr India Erngs Fd (EPI) 0.0 $85k 2.6k 32.57
Vanguard World Fds Energy Etf (VDE) 0.0 $84k 1.1k 73.11
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $81k NEW 1.5k 54.00
BP Sponsored Adr (BP) 0.0 $81k 3.1k 25.94
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $80k 369.00 216.80
DTE Energy Company (DTE) 0.0 $80k 560.00 142.86
Netflix (NFLX) 0.0 $79k -6% 160.00 493.75
Healthcare Tr Amer Cl A New (HTA) 0.0 $79k 2.8k 28.13
Innovator Etfs Tr S&p 500 Buffer E (BMAY) 0.0 $79k NEW 2.6k 30.10
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $78k 2.3k 33.68
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $77k 1.2k 62.35
American Express Company (AXP) 0.0 $77k 500.00 154.00
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $77k 738.00 104.34
Consolidated Edison (ED) 0.0 $77k +5% 976.00 78.89
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $75k +89% 2.1k 35.23
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $74k 1.7k 43.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $74k -12% 900.00 82.22
Ameren Corporation (AEE) 0.0 $74k NEW 888.00 83.33
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $73k NEW 2.8k 26.35
Ishares Tr Nasdaq Biotech (IBB) 0.0 $72k 489.00 147.24
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $72k 904.00 79.65
American Tower Reit (AMT) 0.0 $71k +3% 287.00 247.39
Visa Com Cl A (V) 0.0 $71k -4% 316.00 224.68
Qualcomm (QCOM) 0.0 $70k 549.00 127.50
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.0 $70k -76% 621.00 112.72
Blackrock Muniyield Quality Fund (MQY) 0.0 $69k NEW 4.2k 16.52
Ishares Tr Core Div Grwth (DGRO) 0.0 $68k -5% 1.3k 50.71
Cdk Global Inc equities (CDK) 0.0 $67k 1.3k 52.43
Universal Display Corporation (OLED) 0.0 $67k 336.00 199.40
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $66k -2% 912.00 72.37
Xcel Energy (XEL) 0.0 $65k 920.00 70.65
Prudential Financial (PRU) 0.0 $65k 620.00 104.84
Chubb (CB) 0.0 $64k -18% 381.00 167.98
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $64k -25% 581.00 110.15
Peloton Interactive Cl A Com (PTON) 0.0 $64k -64% 703.00 91.04
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $63k 500.00 126.00
FedEx Corporation (FDX) 0.0 $61k 200.00 305.00
Invesco Exchange Traded Fd T Dwa Finl Mumt (PFI) 0.0 $61k NEW 1.2k 50.83
Ishares Gold Tr Ishares 0.0 $60k 3.4k 17.65
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $60k 1.1k 54.05
Direxion Shs Etf Tr Daily Rgnal Bull (DPST) 0.0 $60k NEW 229.00 262.01

Past Filings by Hoover Financial Advisors

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