Hoge Financial Services

Hoge Financial Services as of Sept. 30, 2025

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
Vanguard Bd Index Fds Intermed Term (BIV) 11.6 $20M 258k 78.09
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.2 $18M 129k 137.80
Vanguard Index Fds Value Etf (VTV) 6.8 $12M 63k 186.49
Ishares Tr Msci Eafe Etf (EFA) 5.9 $10M 110k 93.37
Vanguard Index Fds Small Cp Etf (VB) 5.8 $10M 40k 254.28
Ishares Tr Fltg Rate Nt Etf (FLOT) 5.1 $8.9M 175k 51.09
Ishares Tr Msci Emg Mkt Etf (EEM) 2.5 $4.4M 83k 53.40
Vanguard Index Fds Growth Etf (VUG) 1.9 $3.3M 6.9k 479.65
Microsoft Corporation (MSFT) 1.7 $2.9M 5.6k 517.98
NVIDIA Corporation (NVDA) 1.7 $2.9M 16k 186.59
Qualcomm (QCOM) 1.6 $2.9M 17k 166.36
Meta Platforms Cl A (META) 1.5 $2.5M 3.5k 734.45
Ishares Tr Glb Infrastr Etf (IGF) 1.4 $2.5M 41k 61.12
Ishares Tr Core Msci Intl (IDEV) 1.4 $2.5M 31k 80.17
Ishares Tr National Mun Etf (MUB) 1.3 $2.3M 22k 106.49
Ishares Tr Us Infrastruc (IFRA) 1.2 $2.1M 39k 52.82
Apple (AAPL) 1.0 $1.7M 6.8k 254.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.0M 4.9k 208.74
Amazon (AMZN) 0.6 $1.0M 4.6k 219.57
Manulife Finl Corp (MFC) 0.6 $988k 32k 31.15
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $882k 4.3k 203.59
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $843k 8.4k 100.26
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.5 $836k 2.8k 294.42
Alphabet Cap Stk Cl A (GOOGL) 0.5 $832k 3.4k 243.11
Mvb Financial (MVBF) 0.5 $830k 33k 25.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $825k 3.0k 279.31
Rockwell Automation (ROK) 0.4 $767k 2.2k 349.63
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $740k 2.5k 297.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $725k 1.2k 612.63
Vanguard World Energy Etf (VDE) 0.4 $673k 5.4k 125.88
Exxon Mobil Corporation (XOM) 0.4 $625k 5.5k 112.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $622k 934.00 666.23
Ishares Core Msci Emkt (IEMG) 0.4 $622k 9.4k 65.92
Broadcom (AVGO) 0.3 $603k 1.8k 329.93
McDonald's Corporation (MCD) 0.3 $592k 1.9k 303.89
Pepsi (PEP) 0.3 $569k 4.1k 140.45
Palantir Technologies Cl A (PLTR) 0.3 $510k 2.8k 182.42
Tesla Motors (TSLA) 0.3 $444k 999.00 444.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $423k 841.00 502.74
JPMorgan Chase & Co. (JPM) 0.2 $419k 1.3k 315.57
Wal-Mart Stores (WMT) 0.2 $396k 3.8k 103.08
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $353k 2.5k 140.05
Eli Lilly & Co. (LLY) 0.2 $352k 460.00 764.20
Dick's Sporting Goods (DKS) 0.2 $340k 1.5k 222.24
Norfolk Southern (NSC) 0.2 $320k 1.1k 300.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $317k 527.00 601.42
First Commonwealth Financial (FCF) 0.2 $316k 19k 17.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $315k 4.3k 73.46
Spdr Gold Tr Gold Shs (GLD) 0.2 $315k 886.00 355.47
Altria (MO) 0.2 $298k 4.5k 66.06
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $294k 6.4k 45.77
Linde SHS (LIN) 0.2 $293k 617.00 475.60
Coca-Cola Company (KO) 0.2 $285k 4.3k 66.33
Johnson & Johnson (JNJ) 0.2 $285k 1.5k 185.45
Constellation Energy (CEG) 0.2 $276k 838.00 329.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $274k 3.5k 78.93
American Express Company (AXP) 0.2 $262k 788.00 332.52
Oracle Corporation (ORCL) 0.2 $262k 930.00 281.45
Philip Morris International (PM) 0.1 $238k 1.5k 162.31
Visa Com Cl A (V) 0.1 $234k 686.00 341.62
Netflix (NFLX) 0.1 $233k 194.00 1198.92
At&t (T) 0.1 $220k 7.8k 28.24
Nextera Energy (NEE) 0.1 $219k 2.9k 75.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $215k 2.7k 79.94
Abbvie (ABBV) 0.1 $212k 913.00 231.72
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $210k 3.7k 56.47
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $209k 2.1k 97.84
Mastercard Incorporated Cl A (MA) 0.1 $206k 361.00 570.20
PNC Financial Services (PNC) 0.1 $201k 1.0k 200.96
Kimberly-Clark Corporation (KMB) 0.1 $201k 1.6k 124.36