Hoge Financial Services as of March 31, 2025
Portfolio Holdings for Hoge Financial Services
Hoge Financial Services holds 57 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 23.1 | $33M | 108k | 306.74 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 12.4 | $18M | 232k | 76.57 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 10.3 | $15M | 127k | 115.95 | |
| Vanguard Index Fds Value Etf (VTV) | 6.9 | $9.9M | 57k | 172.74 | |
| Ishares Tr Msci Eafe Etf (EFA) | 6.3 | $9.0M | 110k | 81.73 | |
| Vanguard Index Fds Small Cp Etf (VB) | 5.7 | $8.2M | 37k | 221.75 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 5.7 | $8.2M | 160k | 51.05 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.5 | $3.5M | 81k | 43.70 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 2.1 | $3.1M | 56k | 54.67 | |
| NVIDIA Corporation (NVDA) | 1.8 | $2.6M | 24k | 108.38 | |
| Qualcomm (QCOM) | 1.8 | $2.6M | 17k | 153.61 | |
| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $2.6M | 7.0k | 370.79 | |
| Ishares Tr National Mun Etf (MUB) | 1.8 | $2.6M | 24k | 105.44 | |
| Microsoft Corporation (MSFT) | 1.5 | $2.2M | 5.9k | 375.39 | |
| Ishares Tr Core Msci Intl (IDEV) | 1.5 | $2.2M | 31k | 68.89 | |
| Meta Platforms Cl A (META) | 1.0 | $1.4M | 2.4k | 576.39 | |
| Apple (AAPL) | 0.9 | $1.3M | 5.7k | 222.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $977k | 1.8k | 532.58 | |
| Manulife Finl Corp (MFC) | 0.7 | $971k | 31k | 31.15 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $889k | 4.8k | 186.30 | |
| Vanguard World Energy Etf (VDE) | 0.6 | $876k | 6.8k | 129.72 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $845k | 4.5k | 188.17 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.6 | $833k | 19k | 45.07 | |
| Amazon (AMZN) | 0.5 | $783k | 4.1k | 190.26 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $653k | 5.5k | 118.94 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $633k | 2.5k | 251.74 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $621k | 1.2k | 514.01 | |
| Mvb Financial (MVBF) | 0.4 | $610k | 35k | 17.32 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $581k | 1.0k | 559.55 | |
| McDonald's Corporation (MCD) | 0.4 | $579k | 1.9k | 312.43 | |
| Rockwell Automation (ROK) | 0.4 | $569k | 2.2k | 258.42 | |
| Pepsi (PEP) | 0.4 | $545k | 3.6k | 149.95 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $512k | 9.5k | 53.97 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $419k | 894.00 | 469.00 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $404k | 9.3k | 43.64 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $364k | 1.3k | 288.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $362k | 2.3k | 154.64 | |
| Eli Lilly & Co. (LLY) | 0.3 | $362k | 438.00 | 825.88 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $360k | 2.7k | 135.70 | |
| Dick's Sporting Goods (DKS) | 0.2 | $307k | 1.5k | 201.55 | |
| Coca-Cola Company (KO) | 0.2 | $303k | 4.2k | 71.63 | |
| Visa Com Cl A (V) | 0.2 | $285k | 813.00 | 350.55 | |
| First Commonwealth Financial (FCF) | 0.2 | $283k | 18k | 15.54 | |
| Wal-Mart Stores (WMT) | 0.2 | $277k | 3.2k | 87.78 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $271k | 1.9k | 142.19 | |
| Linde SHS (LIN) | 0.2 | $268k | 575.00 | 466.01 | |
| Altria (MO) | 0.2 | $257k | 4.3k | 60.02 | |
| Norfolk Southern (NSC) | 0.2 | $246k | 1.0k | 236.90 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $243k | 991.00 | 245.41 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $242k | 3.9k | 62.11 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $230k | 2.9k | 78.93 | |
| Johnson & Johnson (JNJ) | 0.2 | $215k | 1.3k | 165.85 | |
| Amgen (AMGN) | 0.1 | $215k | 688.00 | 311.71 | |
| Philip Morris International (PM) | 0.1 | $214k | 1.3k | 158.76 | |
| Broadcom (AVGO) | 0.1 | $213k | 1.3k | 167.40 | |
| At&t (T) | 0.1 | $207k | 7.3k | 28.28 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $205k | 6.6k | 30.99 |
