Hoover Financial Advisors as of Sept. 30, 2019
Portfolio Holdings for Hoover Financial Advisors
Hoover Financial Advisors holds 60 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Scottsdale Fds vng rus1000grw (VONG) | 24.3 | $27M | 167k | 164.16 | |
Vanguard Russell 1000 Value Et (VONV) | 19.2 | $22M | 192k | 112.44 | |
Johnson & Johnson (JNJ) | 9.2 | $10M | 80k | 129.38 | |
Stryker Corporation (SYK) | 5.6 | $6.3M | 29k | 216.30 | |
iShares Russell Midcap Index Fund (IWR) | 5.4 | $6.1M | 109k | 55.95 | |
West Pharmaceutical Services (WST) | 5.2 | $5.8M | 41k | 141.81 | |
iShares Russell 1000 Growth Index (IWF) | 2.8 | $3.1M | 20k | 159.65 | |
Spdr S&p 500 Etf (SPY) | 2.7 | $3.1M | 10k | 296.76 | |
Apple (AAPL) | 2.1 | $2.4M | 11k | 224.00 | |
Procter & Gamble Company (PG) | 1.6 | $1.8M | 14k | 124.39 | |
Exxon Mobil Corporation (XOM) | 1.4 | $1.6M | 22k | 70.59 | |
Vanguard Dividend Appreciation ETF (VIG) | 1.0 | $1.2M | 9.7k | 119.55 | |
Vanguard Small-Cap ETF (VB) | 1.0 | $1.1M | 7.4k | 153.90 | |
Campbell Soup Company (CPB) | 1.0 | $1.1M | 24k | 46.92 | |
Amgen (AMGN) | 1.0 | $1.1M | 5.6k | 193.48 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.8 | $902k | 4.8k | 188.86 | |
Berkshire Hathaway (BRK.B) | 0.7 | $774k | 3.7k | 208.12 | |
Merck & Co (MRK) | 0.7 | $769k | 9.1k | 84.20 | |
Microsoft Corporation (MSFT) | 0.6 | $669k | 4.8k | 139.09 | |
Boeing Company (BA) | 0.6 | $675k | 1.8k | 380.71 | |
iShares S&P 500 Index (IVV) | 0.6 | $669k | 2.2k | 298.53 | |
Amazon (AMZN) | 0.6 | $663k | 382.00 | 1735.60 | |
iShares Russell 1000 Value Index (IWD) | 0.6 | $645k | 5.0k | 128.28 | |
Medtronic (MDT) | 0.6 | $640k | 5.9k | 108.57 | |
SEI Investments Company (SEIC) | 0.5 | $599k | 10k | 59.21 | |
Pfizer (PFE) | 0.5 | $597k | 17k | 35.90 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $567k | 14k | 41.08 | |
Wal-Mart Stores (WMT) | 0.5 | $549k | 4.6k | 118.70 | |
Aqua America | 0.5 | $542k | 12k | 44.85 | |
iShares Russell 2000 Index (IWM) | 0.5 | $532k | 3.5k | 151.27 | |
Coca-Cola Company (KO) | 0.5 | $518k | 9.5k | 54.47 | |
At&t (T) | 0.4 | $499k | 13k | 37.82 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $500k | 3.5k | 142.01 | |
RPM International (RPM) | 0.4 | $475k | 6.9k | 68.77 | |
Bank of America Corporation (BAC) | 0.4 | $457k | 16k | 29.16 | |
Vanguard S&p 500 Etf idx (VOO) | 0.4 | $441k | 1.6k | 272.73 | |
GlaxoSmithKline | 0.3 | $344k | 8.1k | 42.67 | |
American Electric Power Company (AEP) | 0.3 | $343k | 3.7k | 93.59 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $354k | 290.00 | 1220.69 | |
International Business Machines (IBM) | 0.3 | $342k | 2.4k | 145.35 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $325k | 1.2k | 268.82 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $326k | 8.1k | 40.27 | |
Comcast Corporation (CMCSA) | 0.3 | $304k | 6.7k | 45.10 | |
Schwab Strategic Tr cmn (SCHV) | 0.3 | $298k | 5.3k | 56.71 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $292k | 830.00 | 351.81 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $278k | 228.00 | 1219.30 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $268k | 3.2k | 83.96 | |
PPL Corporation (PPL) | 0.2 | $233k | 7.4k | 31.54 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $234k | 3.0k | 77.82 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $240k | 2.7k | 88.82 | |
Schwab International Equity ETF (SCHF) | 0.2 | $238k | 7.5k | 31.87 | |
SPDR Gold Trust (GLD) | 0.2 | $222k | 1.6k | 138.66 | |
Exelon Corporation (EXC) | 0.2 | $211k | 4.4k | 48.28 | |
Walt Disney Company (DIS) | 0.2 | $204k | 1.6k | 130.60 | |
Philip Morris International (PM) | 0.2 | $204k | 2.7k | 75.81 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $206k | 1.1k | 192.88 | |
General Electric Company | 0.1 | $163k | 18k | 8.95 | |
First Bank (FRBA) | 0.1 | $131k | 12k | 10.86 | |
Zynga | 0.1 | $106k | 18k | 5.80 | |
Chesapeake Energy Corporation | 0.0 | $15k | 11k | 1.42 |