Hoge Financial Services, LLC Portfolio Holdings by Sector
Hoge Financial Services, LLC
- $122 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWB VT BIV EFA VTV VB FLOT VUG 27 stocks |
$104 Million
85.53% of portfolio
|
  16  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM NVDA AMD 3 stocks |
$5.21 Million
4.28% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$3.06 Million
2.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.48 Million
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$1.24 Million
1.02% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
MVBF FCF 2 stocks |
$904,461
0.74% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$888,134
0.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
MFC 1 stocks |
$809,225
0.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$776,931
0.64% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROK 1 stocks |
$674,050
0.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$483,099
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$393,264
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$372,984
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$351,475
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
DKS 1 stocks |
$319,237
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$283,314
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
KMB 1 stocks |
$261,496
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
AGL 1 stocks |
$105,503
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|