Hoge Financial Services, LLC Incresed Positions in Q1 2025

Hoge Financial Services, LLC

  • $143 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
44.3K
+ 23.57%
$73.78 - $76.59 $3.27M - $3.39M
232K $17.8B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.38K
+ 3.16%
$74.85 - $84.89 $253K - $287K
110K $9.01B
VTV
Vanguard Value ETF

ETFs
2.58K
+ 4.71%
$167.73 - $179.21 $432K - $462K
57.3K $9.9B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.1K
+ 6.77%
$50.87 - $51.09 $515K - $517K
160K $8.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
711
+ 63.31%
$442.66 - $534.52 $315K - $380K
1.83K $977M
VT
Vanguard Total World Stk Index

ETFs
5.4K
+ 4.44%
$115.08 - $123.97 $622K - $670K
127K $14.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
661
+ 174.87%
$551.42 - $612.93 $364K - $405K
1.04K $581M
EEM
Ishares Msci Emerging Markets

ETFs
4.84K
+ 6.36%
$40.81 - $45.34 $198K - $220K
81K $3.54B
MSFT
Microsoft Corp

Technology
1.03K
+ 21.23%
$375.39 - $447.2 $385K - $458K
5.85K $2.2B
XOM
Exxon Mobil Corp

Energy
406
+ 7.99%
$105.44 - $118.93 $42.8K - $48.3K
5.49K $653M
LLY
Eli Lilly & CO

Healthcare
68
+ 18.38%
$725.72 - $929.72 $49.3K - $63.2K
438 $362M
GLD
Spdr Gold Trust

ETFs
18
+ 1.45%
$243.19 - $288.14 $4.38K - $5.19K
1.26K $364M
V
Visa Inc.

Financial Services
88
+ 12.14%
$306.92 - $362.71 $27K - $31.9K
813 $285M
META
Meta Platforms, Inc.

Communication Services
130
+ 5.78%
$576.36 - $736.67 $74.9K - $95.8K
2.38K $1.37B
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 1.48%
$279.74 - $321.29 $7.55K - $8.67K
1.85K $579M
KO
Coca Cola CO

Consumer Defensive
44
+ 1.05%
$60.81 - $72.32 $2.68K - $3.18K
4.24K $303M
MO
Altria Group, Inc.

Consumer Defensive
98
+ 2.34%
$50.81 - $60.02 $4.98K - $5.88K
4.29K $257M
Linde PLC
22
+ 3.98%
N/A
575 $268M
KMB
Kimberly Clark Corp

Consumer Defensive
77
+ 4.21%
$124.46 - $147.4 $9.58K - $11.3K
1.91K $271M
MFC
Manulife Financial Corp

Financial Services
262
+ 0.85%
$28.41 - $31.82 $7.44K - $8.34K
31.2K $971M
JPM
Jpmorgan Chase & CO

Financial Services
52
+ 5.54%
$225.19 - $279.95 $11.7K - $14.6K
991 $243M
IWD
Ishares Russell 1000 Val ETF

ETFs
19
+ 0.42%
$182.82 - $196.21 $3.47K - $3.73K
4.49K $845M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
152
+ 5.49%
$77.7 - $78.94 $11.8K - $12K
2.92K $230M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11
+ 0.28%
$58.01 - $64.46 $638 - $709
3.89K $242M
NSC
Norfolk Southern Corp

Industrials
23
+ 2.27%
$227.69 - $259.76 $5.24K - $5.97K
1.04K $246M
QCOM
Qualcomm Inc

Technology
42
+ 0.25%
$151.94 - $175.86 $6.38K - $7.39K
17K $2.62B
PEP
Pepsico Inc

Consumer Defensive
76
+ 2.14%
$142.64 - $156.42 $10.8K - $11.9K
3.63K $545M
WMT
Walmart Inc.

Consumer Defensive
89
+ 2.9%
$84.5 - $105.05 $7.52K - $9.35K
3.16K $277M
VBR
Vanguard Small Cap Value ETF

ETFs
196
+ 4.28%
$183.02 - $207.75 $35.9K - $40.7K
4.77K $889M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 1.77%
$507.05 - $563.67 $10.6K - $11.8K
1.21K $621M
FCF
First Commonwealth Financial Corp

Financial Services
130
+ 0.72%
$15.37 - $17.13 $2K - $2.23K
18.2K $283M
GOOGL
Alphabet Inc.

Communication Services
243
+ 11.57%
$154.33 - $206.19 $37.5K - $50.1K
2.34K $362M
VBK
Vanguard Small Cap Growth ETF

ETFs
123
+ 5.14%
$247.97 - $296.33 $30.5K - $36.4K
2.51K $633M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
16
+ 1.06%
$186.55 - $250.04 $2.98K - $4K
1.52K $307M
AVGO
Broadcom Inc.

Technology
141
+ 12.46%
$167.43 - $244.7 $23.6K - $34.5K
1.27K $213M
AMZN
Amazon Com Inc

Consumer Cyclical
293
+ 7.67%
$190.26 - $242.06 $55.7K - $70.9K
4.11K $783M
AAPL
Apple Inc.

Technology
294
+ 5.39%
$209.68 - $247.1 $61.6K - $72.6K
5.74K $1.28B
MVBF
Mvb Financial Corp

Financial Services
284
+ 0.81%
$16.91 - $20.73 $4.8K - $5.89K
35.2K $610M
NVDA
Nvidia Corp

Technology
3.63K
+ 17.48%
$106.98 - $149.43 $388K - $542K
24.4K $2.64B
VB
Vanguard Small Cap ETF

ETFs
1.86K
+ 5.31%
$217.89 - $252.64 $405K - $470K
36.8K $8.17B
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.27K
+ 4.13%
$302.31 - $337.54 $1.29M - $1.44M
108K $33B
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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