Hoge Financial Services, LLC Portfolio Holdings

Hoge Financial Services, LLC

  • $122 Billion
  • Q2 2024

Hoge Financial Services, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 50 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 $30.1B, Vanguard Total World Stk Index with a value of $13.2B, Vanguard Bd Index Fd Inc Inter with a value of $11.2B, Ishares Tr Msci Eafe ETF with a value of $8.35B, and Vanguard Value ETF with a value of $8.07B.

Examining the 13F form we can see an decrease of $421M in the current position value, from $122B to 122B.

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 $122 Billion
ETFs: $107 Billion
Technology: $7.58 Billion
Financial Services: $2.07 Billion
Communication Services: $1.24 Billion
Consumer Cyclical: $1.09 Billion
Consumer Defensive: $1.04 Billion
Industrials: $674 Million
Energy: $483 Million
Other: $389 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $122 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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