Hoge Financial Services, LLC Incresed Positions in Q3 2024

Hoge Financial Services, LLC

  • $133 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23K
+ 15.4%
$74.26 - $78.84 $1.71M - $1.82M
173K $13.5B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.81K
+ 1.79%
$283.28 - $314.39 $512K - $568K
103K $32.3B
VT
Vanguard Total World Stk Index

ETFs
2.94K
+ 2.52%
$107.72 - $119.96 $317K - $353K
120K $14.3B
VTV
Vanguard Value ETF

ETFs
1.58K
+ 3.13%
$159.75 - $174.57 $252K - $275K
51.9K $9.05B
NVDA
Nvidia Corp

Technology
5.12K
+ 48.04%
$98.91 - $134.91 $506K - $690K
15.8K $1.91B
IGF
Ishares Global Infrastructure

ETFs
1.82K
+ 2.73%
$47.97 - $54.56 $87.2K - $99.2K
68.4K $3.72B
EEM
Ishares Msci Emerging Markets

ETFs
2.04K
+ 2.83%
$40.42 - $46.7 $82.3K - $95.1K
74K $3.39B
AAPL
Apple Inc.

Technology
746
+ 17.69%
$207.23 - $234.82 $155K - $175K
4.96K $1.16B
VV
Vanguard Large Cap ETF

ETFs
834
+ 48.66%
$236.92 - $263.4 $198K - $220K
2.55K $671M
META
Meta Platforms, Inc.

Communication Services
141
+ 7.11%
$453.41 - $572.44 $63.9K - $80.7K
2.12K $1.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
126
+ 14.58%
$405.19 - $478.57 $51.1K - $60.3K
990 $456M
MFC
Manulife Financial Corp

Financial Services
263
+ 0.87%
$24.13 - $29.63 $6.35K - $7.79K
30.7K $906M
VBR
Vanguard Small Cap Value ETF

ETFs
50
+ 1.11%
$179.99 - $201.6 $9K - $10.1K
4.57K $917M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.88K
+ 1.34%
$50.63 - $51.11 $95.3K - $96.2K
142K $7.27B
MUB
Ishares National Muni Bond ETF

ETFs
270
+ 1.14%
$106.13 - $108.7 $28.7K - $29.3K
23.9K $2.6B
MSFT
Microsoft Corp

Technology
304
+ 9.16%
$395.15 - $467.56 $120K - $142K
3.62K $1.56B
IWD
Ishares Russell 1000 Val ETF

ETFs
23
+ 0.52%
$173.36 - $189.8 $3.99K - $4.37K
4.45K $845M
RWO
Spdr Dow Jones Global Real Est

ETFs
77
+ 0.79%
$41.23 - $48.48 $3.17K - $3.73K
9.81K $466M
FCF
First Commonwealth Financial Corp

Financial Services
143
+ 0.8%
$13.71 - $18.6 $1.96K - $2.66K
17.9K $308M
AMZN
Amazon Com Inc

Consumer Cyclical
405
+ 19.9%
$161.02 - $200.0 $65.2K - $81K
2.44K $455M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 5.58%
$475.2 - $527.7 $28K - $31.1K
1.12K $589M
LLY
Eli Lilly & CO

Healthcare
71
+ 22.68%
$772.14 - $960.02 $54.8K - $68.2K
384 $340M
KO
Coca Cola CO

Consumer Defensive
278
+ 7.22%
$62.69 - $73.01 $17.4K - $20.3K
4.13K $297M
VBK
Vanguard Small Cap Growth ETF

ETFs
16
+ 0.67%
$240.48 - $267.94 $3.85K - $4.29K
2.4K $642M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
16
+ 0.55%
$125.95 - $142.04 $2.02K - $2.27K
2.92K $415M
GLD
Spdr Gold Trust

ETFs
41
+ 3.5%
$215.56 - $246.98 $8.84K - $10.1K
1.21K $294M
Linde PLC
45
+ 8.52%
N/A
573 $273M
GOOGL
Alphabet Inc.

Communication Services
362
+ 27.3%
$148.65 - $191.18 $53.8K - $69.2K
1.69K $280M
IEMG
Ishares Inc

ETFs
29
+ 0.31%
$53.64 - $53.64 $1.56K - $1.56K
9.45K $543M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
42
+ 0.53%
$48.51 - $52.86 $2.04K - $2.22K
7.98K $422M
XOM
Exxon Mobil Corp

Energy
115
+ 2.74%
$109.72 - $119.0 $12.6K - $13.7K
4.31K $505M
PEP
Pepsico Inc

Consumer Defensive
17
+ 0.53%
$161.9 - $179.3 $2.75K - $3.05K
3.24K $551M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17
+ 0.45%
$58.03 - $65.37 $987 - $1.11K
3.81K $247M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28
+ 0.94%
$96.25 - $101.98 $2.7K - $2.86K
3.01K $304M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
14
+ 0.94%
$194.69 - $239.18 $2.73K - $3.35K
1.5K $313M
VDE
Vanguard Energy ETF

ETFs
87
+ 1.05%
$117.44 - $131.06 $10.2K - $11.4K
8.37K $1.02B
AGL
Agilon Health, Inc.

Healthcare
100
+ 0.62%
$3.21 - $7.52 $321 - $752
16.2K $63.8M
QCOM
Qualcomm Inc

Technology
4
+ 0.02%
$156.12 - $209.64 $624 - $839
16.9K $2.88B
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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