Hoge Financial Services, LLC Portfolio Holdings

Hoge Financial Services, LLC

  • $137 Billion
  • Q4 2024

Hoge Financial Services, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $33.3B, Vanguard Total World Stk Index with a value of $14.3B, Vanguard Bd Index Fd Inc Inter with a value of $14.1B, Vanguard Value ETF with a value of $9.27B, and Vanguard Small Cap ETF with a value of $8.41B.

Examining the 13F form we can see an increase of $3.77B in the current position value, from $133B to 137B.

Hoge Financial Services, LLC is based out at Canonsburg, PA

Below you can find more details about Hoge Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $117 Billion
Technology: $9.06 Billion
Financial Services: $3.14 Billion
Consumer Cyclical: $1.98 Billion
Communication Services: $1.94 Billion
Consumer Defensive: $1.54 Billion
Industrials: $871 Million
Energy: $547 Million
Other: $285 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.3 Billion 24.37% of portfolio
103,306
Q4 2024 Added 0.46%
$0
$14.3 Billion 10.46% of portfolio
121,611
Q4 2024 Added 1.59%
$0
$14.1 Billion 10.29% of portfolio
188,061
Q4 2024 Added 8.98%
$0
$9.27 Billion 6.79% of portfolio
54,728
Q4 2024 Added 5.51%
$0
$8.41 Billion 6.16% of portfolio
34,981
Q4 2024 Added 1.06%
$0
$8.08 Billion 5.91% of portfolio
106,815
Q4 2024 Added 1.15%
$0
$7.61 Billion 5.57% of portfolio
149,565
Q4 2024 Added 5.06%
$0
$3.6 Billion 2.64% of portfolio
68,937
Q4 2024 Added 0.81%
$0
$3.19 Billion 2.33% of portfolio
76,162
Q4 2024 Added 2.92%
$0
$3.07 Billion 2.25% of portfolio
7,477
Q4 2024 Reduced 0.56%
$299B
$2.78 Billion 2.04% of portfolio
20,735
Q4 2024 Added 31.52%
$194B
$2.61 Billion 1.91% of portfolio
16,983
Q4 2024 Added 0.24%
$0
$2.48 Billion 1.82% of portfolio
23,264
Q4 2024 Reduced 2.64%
$3.09T
$2.04 Billion 1.49% of portfolio
4,829
Q4 2024 Added 33.36%
$0
$2.04 Billion 1.49% of portfolio
31,658
Q4 2024 Added 0.71%
$3.79T
$1.36 Billion 1.0% of portfolio
5,450
Q4 2024 Added 9.81%
$56.5B
$949 Million 0.69% of portfolio
30,900
Q4 2024 Added 0.78%
$0
$907 Million 0.66% of portfolio
4,575
Q4 2024 Added 0.11%
$0
$899 Million 0.66% of portfolio
7,407
Q4 2024 Reduced 11.48%
$0
$828 Million 0.61% of portfolio
4,474
Q4 2024 Added 0.54%
$2.42T
$838 Million 0.61% of portfolio
3,820
Q4 2024 Added 56.56%
$245M
$723 Million 0.53% of portfolio
34,929
Q4 2024 Added 0.78%
$0
$692 Million 0.51% of portfolio
2,564
Q4 2024 Added 0.63%
$0
$670 Million 0.49% of portfolio
2,391
Q4 2024 Reduced 0.42%
$0
$640 Million 0.47% of portfolio
1,188
Q4 2024 Added 6.45%
$32.1B
$633 Million 0.46% of portfolio
2,215
Q4 2024 Reduced 0.72%
$445B
$547 Million 0.4% of portfolio
5,084
Q4 2024 Added 17.93%
$208B
$541 Million 0.4% of portfolio
3,557
Q4 2024 Added 9.72%
$212B
$529 Million 0.39% of portfolio
1,825
Q4 2024 Added 32.34%
$0
$501 Million 0.37% of portfolio
9,597
Q4 2024 Added 1.56%
$610B
$509 Million 0.37% of portfolio
1,123
Q4 2024 Added 13.43%
$0
$419 Million 0.31% of portfolio
9,780
Q4 2024 Reduced 0.27%
$1.22T
$398 Million 0.29% of portfolio
2,100
Q4 2024 Added 24.41%
$0
$366 Million 0.27% of portfolio
2,774
Q4 2024 Reduced 5.1%
$13.3B
$344 Million 0.25% of portfolio
1,505
Q4 2024 Added 0.33%
$89.2B
$301 Million 0.22% of portfolio
1,245
Q4 2024 Added 2.81%
$1.56B
$306 Million 0.22% of portfolio
18,078
Q4 2024 Added 0.77%
$0
$295 Million 0.22% of portfolio
3,045
Q4 2024 Added 1.26%
$771B
$285 Million 0.21% of portfolio
370
Q4 2024 Reduced 3.65%
$266B
$277 Million 0.2% of portfolio
3,067
Q4 2024 New
$89.6B
$263 Million 0.19% of portfolio
1,132
Q4 2024 New
$1.28T
$264 Million 0.19% of portfolio
654
Q4 2024 New
$275B
$261 Million 0.19% of portfolio
4,192
Q4 2024 Added 1.55%
$43.9B
$240 Million 0.18% of portfolio
1,830
Q4 2024 Reduced 3.23%
$0
$229 Million 0.17% of portfolio
3,879
Q4 2024 Added 1.7%
$169B
$227 Million 0.17% of portfolio
9,949
Q4 2024 Added 3.4%
$559B
$229 Million 0.17% of portfolio
725
Q4 2024 New
$59.1B
$238 Million 0.17% of portfolio
1,014
Q4 2024 New
Linde PLC
-
$232 Million 0.17% of portfolio
-
Q4 2024 Reduced 3.49%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $137 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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