Hoge Financial Services, LLC Incresed Positions in Q2 2025

Hoge Financial Services, LLC

  • $161 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.22K
+ 4.86%
$272.36 - $339.57 $1.42M - $1.77M
113K $38.4B
VT
Vanguard Total World Stk Index

ETFs
1.83K
+ 1.44%
$103.16 - $128.52 $189K - $235K
129K $16.6B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18.3K
+ 7.86%
$75.05 - $77.34 $1.37M - $1.41M
251K $19.5B
VTV
Vanguard Value ETF

ETFs
5.58K
+ 9.74%
$153.67 - $176.74 $858K - $987K
62.9K $11.1B
VB
Vanguard Small Cap ETF

ETFs
2.46K
+ 6.67%
$193.73 - $237.37 $476K - $583K
39.3K $9.33B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.58K
+ 2.34%
$72.96 - $90.39 $188K - $233K
113K $10.1B
IFRA
Ishares Tr

ETFs
16.2K
+ 87.68%
$40.97 - $49.19 $664K - $797K
34.7K $1.71B
EEM
Ishares Msci Emerging Markets

ETFs
4.7K
+ 5.8%
$38.52 - $48.28 $181K - $227K
85.7K $4.14B
META
Meta Platforms, Inc.

Communication Services
92
+ 3.87%
$484.66 - $738.09 $44.6K - $67.9K
2.47K $1.82B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.8K
+ 4.88%
$50.1 - $51.02 $391K - $398K
167K $8.57B
AVGO
Broadcom Inc.

Technology
296
+ 23.25%
$146.29 - $275.65 $43.3K - $81.6K
1.57K $433M
AMZN
Amazon Com Inc

Consumer Cyclical
357
+ 8.68%
$167.32 - $223.3 $59.7K - $79.7K
4.47K $981M
MVBF
Mvb Financial Corp

Financial Services
242
+ 0.69%
$15.72 - $22.53 $3.8K - $5.45K
35.5K $799M
GOOGL
Alphabet Inc.

Communication Services
656
+ 28.0%
$144.7 - $178.6 $94.9K - $117K
3K $530M
JPM
Jpmorgan Chase & CO

Financial Services
224
+ 22.6%
$210.28 - $289.91 $47.1K - $64.9K
1.22K $352M
QCOM
Qualcomm Inc

Technology
71
+ 0.42%
$124.66 - $159.48 $8.85K - $11.3K
17.1K $2.72B
WMT
Walmart Inc.

Consumer Defensive
350
+ 11.09%
$81.79 - $99.98 $28.6K - $35K
3.51K $343M
VBR
Vanguard Small Cap Value ETF

ETFs
117
+ 2.45%
$162.76 - $195.77 $19K - $22.9K
4.89K $953M
IEMG
Ishares Inc

ETFs
21
+ 0.22%
N/A
9.5K $570M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
381
+ 9.79%
$55.54 - $69.09 $21.2K - $26.3K
4.27K $295M
PM
Philip Morris International Inc.

Consumer Defensive
82
+ 6.09%
$149.23 - $184.95 $12.2K - $15.2K
1.43K $261M
V
Visa Inc.

Financial Services
97
+ 11.93%
$308.27 - $373.31 $29.9K - $36.2K
910 $322M
MFC
Manulife Financial Corp

Financial Services
273
+ 0.88%
$26.93 - $32.44 $7.35K - $8.86K
31.4K $1B
NSC
Norfolk Southern Corp

Industrials
26
+ 2.51%
$206.34 - $257.46 $5.36K - $6.69K
1.06K $272M
FCF
First Commonwealth Financial Corp

Financial Services
157
+ 0.86%
$14.08 - $16.35 $2.21K - $2.57K
18.4K $298M
Linde PLC
23
+ 4.0%
N/A
598 $281M
T
At&T Inc.

Communication Services
280
+ 3.82%
$26.33 - $28.94 $7.37K - $8.1K
7.6K $220M
KO
Coca Cola CO

Consumer Defensive
223
+ 5.26%
$68.37 - $73.9 $15.2K - $16.5K
4.46K $316M
MO
Altria Group, Inc.

Consumer Defensive
124
+ 2.89%
$55.56 - $60.91 $6.89K - $7.55K
4.41K $258M
JNJ
Johnson & Johnson

Healthcare
82
+ 6.31%
$146.36 - $159.82 $12K - $13.1K
1.38K $211M
AMGN
Amgen Inc

Healthcare
49
+ 7.12%
$262.28 - $309.85 $12.9K - $15.2K
737 $208M
LLY
Eli Lilly & CO

Healthcare
16
+ 3.65%
$713.71 - $898.95 $11.4K - $14.4K
454 $353M
AAPL
Apple Inc.

Technology
417
+ 7.26%
$172.42 - $223.89 $71.9K - $93.4K
6.16K $1.27B
KMB
Kimberly Clark Corp

Consumer Defensive
32
+ 1.68%
$126.84 - $145.22 $4.06K - $4.65K
1.94K $247M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.7%
$285.55 - $321.23 $3.71K - $4.18K
1.87K $540M
PEP
Pepsico Inc

Consumer Defensive
116
+ 3.19%
$128.02 - $151.37 $14.9K - $17.6K
3.75K $498M
XOM
Exxon Mobil Corp

Energy
112
+ 2.04%
$99.93 - $119.04 $11.2K - $13.3K
5.6K $605M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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