Hoge Financial Services

Hoge Financial Services as of June 30, 2025

Portfolio Holdings for Hoge Financial Services

Hoge Financial Services holds 63 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 23.9 $38M 113k 340.08
Vanguard Bd Index Fds Intermed Term (BIV) 12.1 $20M 251k 77.69
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.3 $17M 129k 128.74
Vanguard Index Fds Value Etf (VTV) 6.9 $11M 63k 177.05
Ishares Tr Msci Eafe Etf (EFA) 6.3 $10M 113k 89.53
Vanguard Index Fds Small Cp Etf (VB) 5.8 $9.3M 39k 237.43
Ishares Tr Fltg Rate Nt Etf (FLOT) 5.3 $8.6M 168k 51.16
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $4.1M 86k 48.32
Vanguard Index Fds Growth Etf (VUG) 1.9 $3.0M 7.0k 438.37
Qualcomm (QCOM) 1.7 $2.7M 17k 159.26
Ishares Tr Glb Infrastr Etf (IGF) 1.7 $2.7M 45k 59.20
Microsoft Corporation (MSFT) 1.7 $2.7M 5.4k 497.38
Ishares Tr National Mun Etf (MUB) 1.6 $2.5M 24k 104.48
Ishares Tr Core Msci Intl (IDEV) 1.5 $2.4M 32k 76.04
NVIDIA Corporation (NVDA) 1.4 $2.3M 15k 158.00
Meta Platforms Cl A (META) 1.1 $1.8M 2.5k 738.53
Ishares Tr Us Infrastruc (IFRA) 1.1 $1.7M 35k 49.41
Apple (AAPL) 0.8 $1.3M 6.2k 205.64
Manulife Finl Corp (MFC) 0.6 $1.0M 31k 31.96
Amazon (AMZN) 0.6 $981k 4.5k 219.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $953k 4.9k 195.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $837k 4.3k 194.22
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $826k 8.3k 99.20
Mvb Financial (MVBF) 0.5 $799k 36k 22.53
Rockwell Automation (ROK) 0.5 $725k 2.2k 332.19
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $691k 2.5k 276.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $671k 1.2k 568.14
Vanguard World Energy Etf (VDE) 0.4 $644k 5.4k 119.09
Exxon Mobil Corporation (XOM) 0.4 $605k 5.6k 108.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $592k 958.00 618.10
Ishares Core Msci Emkt (IEMG) 0.4 $570k 9.5k 60.03
McDonald's Corporation (MCD) 0.3 $540k 1.9k 289.73
Alphabet Cap Stk Cl A (GOOGL) 0.3 $530k 3.0k 176.59
Pepsi (PEP) 0.3 $498k 3.7k 132.92
Broadcom (AVGO) 0.3 $433k 1.6k 275.67
Palantir Technologies Cl A (PLTR) 0.2 $368k 2.7k 136.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $362k 753.00 480.61
Eli Lilly & Co. (LLY) 0.2 $353k 454.00 778.41
JPMorgan Chase & Co. (JPM) 0.2 $352k 1.2k 289.82
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $350k 2.6k 135.75
Wal-Mart Stores (WMT) 0.2 $343k 3.5k 97.79
Visa Com Cl A (V) 0.2 $322k 910.00 354.24
Coca-Cola Company (KO) 0.2 $316k 4.5k 70.92
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $301k 6.8k 44.13
Dick's Sporting Goods (DKS) 0.2 $300k 1.5k 197.81
First Commonwealth Financial (FCF) 0.2 $298k 18k 16.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $295k 4.3k 69.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $291k 527.00 552.03
Tesla Motors (TSLA) 0.2 $285k 899.00 316.60
Netflix (NFLX) 0.2 $281k 210.00 1339.13
Linde SHS (LIN) 0.2 $281k 598.00 469.73
Norfolk Southern (NSC) 0.2 $272k 1.1k 256.02
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $270k 3.4k 78.70
Constellation Energy (CEG) 0.2 $268k 830.00 323.01
Spdr Gold Tr Gold Shs (GLD) 0.2 $262k 859.00 304.83
Philip Morris International (PM) 0.2 $261k 1.4k 182.76
Altria (MO) 0.2 $259k 4.4k 58.63
Kimberly-Clark Corporation (KMB) 0.2 $247k 1.9k 127.28
American Express Company (AXP) 0.2 $244k 764.00 318.81
At&t (T) 0.1 $220k 7.6k 28.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $212k 2.7k 79.50
Johnson & Johnson (JNJ) 0.1 $211k 1.4k 152.69
Amgen (AMGN) 0.1 $208k 737.00 281.88