Hoese & CO LLP Reduced Holdings in Q2 2025

Hoese & CO LLP

  • $123 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-16.9K
- 38.96%
$85.42 - $94.39 $1.44M - $1.6M
26.5K $2.48M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-8.67K
- 5.85%
$45.12 - $46.23 $391K - $401K
140K $6.45M
PEP
Pepsico Inc

Consumer Defensive
-805
- 38.24%
$128.02 - $151.37 $103K - $122K
1.3K $171K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.77K
- 24.06%
$35.9 - $43.76 $135K - $165K
11.9K $513K
JNJ
Johnson & Johnson

Healthcare
-115
- 5.31%
$146.36 - $159.82 $16.8K - $18.4K
2.05K $312K
AMGN
Amgen Inc

Healthcare
-60
- 27.27%
$262.28 - $309.85 $15.7K - $18.6K
160 $44K
XLU
Utilities Sector Spdr

ETFs
-240
- 30.0%
$73.09 - $82.77 $17.5K - $19.9K
560 $45K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-290
- 14.76%
$51.16 - $62.02 $14.8K - $18K
1.68K $103K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-875
- 50.0%
$11.71 - $13.88 $10.2K - $12.1K
875 $12K
T
At&T Inc.

Communication Services
-260
- 19.26%
$26.33 - $28.94 $6.85K - $7.52K
1.09K $31K
MCD
Mcdonalds Corp

Consumer Cyclical
-13
- 50.0%
$285.55 - $321.23 $3.71K - $4.18K
13 $3K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8
- 9.76%
$416.06 - $551.64 $3.33K - $4.41K
74 $40K
IWD
Ishares Russell 1000 Val ETF

ETFs
-160
- 3.06%
$166.82 - $194.23 $26.7K - $31.1K
5.06K $983K
EMR
Emerson Electric CO

Industrials
-145
- 9.6%
$94.15 - $133.33 $13.7K - $19.3K
1.37K $181K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.63K
- 9.1%
$22.27 - $29.21 $80.8K - $106K
36.3K $1.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-706
- 11.4%
$320.42 - $424.58 $226K - $300K
5.49K $2.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-796
- 7.12%
$456.74 - $568.03 $364K - $452K
10.4K $5.9M
VTI
Vanguard Total Stock Market Et

ETFs
-667
- 5.18%
$243.75 - $303.93 $163K - $203K
12.2K $3.71M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-123
- 0.27%
$152.42 - $182.82 $18.7K - $22.5K
45.6K $8.33M
IVV
Ishares Core S&P 500 ETF

ETFs
-142
- 0.42%
$498.8 - $620.9 $70.8K - $88.2K
33.8K $21M
Activity Summary
Buys All Purchases 64 New Holdings 24 Increased Positions 40 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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