Hoge Financial Services, LLC Top Holdings and 13F Report (2025) About Hoge Financial Services, LLCInvestment ActivityHoge Financial Services, LLC has $136.54 million in total holdings as of December 31, 2024.Hoge Financial Services, LLC owns shares of 57 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.97% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Hoge Financial Services, LLC has purchased 53 new stocks and bought additional shares in 38 stocks.Hoge Financial Services, LLC sold shares of 11 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $33,280,903Vanguard Total World Stock ETF $14,286,911Vanguard Intermediate-Term Bond ETF $14,053,834Vanguard Value ETF $9,265,408Vanguard Small-Cap ETF $8,405,203 Largest New Holdings this Quarter Walmart $277,066 HoldingTesla $264,111 HoldingBroadcom $262,506 HoldingNorfolk Southern $237,986 HoldingVisa $229,278 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 15,491 shares (about $1.16M)NVIDIA 4,969 shares (about $667.30K)Microsoft 1,208 shares (about $509.16K)Vanguard Value ETF 2,859 shares (about $484.03K)iShares Floating Rate Bond ETF 7,209 shares (about $366.79K) Largest Sales this Quarter Vanguard Energy ETF 961 shares (about $116.57K)iShares National Muni Bond ETF 631 shares (about $67.23K)SPDR S&P 500 ETF Trust 35 shares (about $20.51K)SPDR S&P Dividend ETF 149 shares (about $19.68K)Vanguard Growth ETF 42 shares (about $17.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHoge Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$33,280,903$150,770 ▲0.5%103,30624.4%ETFVTVanguard Total World Stock ETF$14,286,911$223,448 ▲1.6%121,61110.5%ETFBIVVanguard Intermediate-Term Bond ETF$14,053,834$1,157,645 ▲9.0%188,06110.3%ETFVTVVanguard Value ETF$9,265,408$484,026 ▲5.5%54,7286.8%ETFVBVanguard Small-Cap ETF$8,405,203$88,182 ▲1.1%34,9816.2%ETFEFAiShares MSCI EAFE ETF$8,076,303$92,018 ▲1.2%106,8155.9%FinanceFLOTiShares Floating Rate Bond ETF$7,609,848$366,793 ▲5.1%149,5655.6%ETFIGFiShares Global Infrastructure ETF$3,603,355$29,115 ▲0.8%68,9372.6%ManufacturingEEMiShares MSCI Emerging Markets ETF$3,185,104$90,415 ▲2.9%76,1622.3%FinanceVUGVanguard Growth ETF$3,068,915$17,239 ▼-0.6%7,4772.2%ETFNVDANVIDIA$2,784,538$667,295 ▲31.5%20,7352.0%Computer and TechnologyQCOMQUALCOMM$2,608,925$6,145 ▲0.2%16,9831.9%Computer and TechnologyMUBiShares National Muni Bond ETF$2,478,796$67,234 ▼-2.6%23,2641.8%ETFIDEViShares Core MSCI International Developed Markets ETF$2,041,012$14,377 ▲0.7%31,6581.5%ETFMSFTMicrosoft$2,035,363$509,157 ▲33.4%4,8291.5%Computer and TechnologyAAPLApple$1,364,740$121,950 ▲9.8%5,4501.0%Computer and TechnologyMETAMeta Platforms$1,316,037$72,593 ▲5.8%2,2481.0%Computer and TechnologyMFCManulife Financial$948,946$7,309 ▲0.8%30,9000.7%FinanceVBRVanguard Small-Cap Value ETF$906,767$991 ▲0.1%4,5750.7%ETFVDEVanguard Energy ETF$898,501$116,573 ▼-11.5%7,4070.7%ETFAMZNAmazon.com$838,070$302,758 ▲56.6%3,8200.6%Retail/WholesaleIWDiShares Russell 1000 Value ETF$828,291$4,443 ▲0.5%4,4740.6%ETFMVBFMVB Financial$723,032$5,568 ▲0.8%34,9290.5%FinanceVVVanguard Large-Cap ETF$691,607$4,316 ▲0.6%2,5640.5%ETFVBKVanguard Small-Cap Growth ETF$669,544$2,800 ▼-0.4%2,3910.5%ETFVOOVanguard S&P 500 ETF$640,053$38,791 ▲6.5%1,1880.5%ETFROKRockwell Automation$633,034$4,573 ▼-0.7%2,2150.5%Computer and TechnologyXOMExxon Mobil$546,885$83,151 ▲17.9%5,0840.4%Oils/EnergyPEPPepsiCo$540,923$47,903 ▲9.7%3,5570.4%Consumer StaplesMCDMcDonald's$529,116$129,307 ▲32.3%1,8250.4%Retail/WholesaleBRK.BBerkshire Hathaway$509,033$60,286 ▲13.4%1,1230.4%FinanceIEMGiShares Core MSCI Emerging Markets ETF$501,136$7,676 ▲1.6%9,5970.4%ETFRWOSPDR Dow Jones Global Real Estate ETF$419,480$1,115 ▼-0.3%9,7800.3%ETFGOOGLAlphabet$397,540$77,994 ▲24.4%2,1000.3%Computer and TechnologySDYSPDR S&P Dividend ETF$366,474$19,684 ▼-5.1%2,7740.3%ETFDKSDICK'S Sporting Goods$344,380$1,144 ▲0.3%1,5050.3%Retail/WholesaleFCFFirst Commonwealth Financial$305,882$2,352 ▲0.8%18,0780.2%FinanceGLDSPDR Gold Shares$301,452$8,232 ▲2.8%1,2450.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$295,034$3,682 ▲1.3%3,0450.2%FinanceLLYEli Lilly and Company$285,376$10,798 ▼-3.6%3700.2%MedicalWMTWalmart$277,066$277,066 ▲New Holding3,0670.2%Retail/WholesaleTSLATesla$264,111$264,111 ▲New Holding6540.2%Auto/Tires/TrucksAVGOBroadcom$262,506$262,506 ▲New Holding1,1320.2%Computer and TechnologyKOCoca-Cola$261,019$3,985 ▲1.6%4,1920.2%Consumer StaplesKMBKimberly-Clark$239,866$7,996 ▼-3.2%1,8300.2%Consumer StaplesNSCNorfolk Southern$237,986$237,986 ▲New Holding1,0140.2%TransportationLINDE PLC$231,614$8,377 ▼-3.5%5530.2%SHSVVisa$229,278$229,278 ▲New Holding7250.2%Business ServicesVXUSVanguard Total International Stock ETF$228,573$3,830 ▲1.7%3,8790.2%ETFTAT&T$226,542$7,446 ▲3.4%9,9490.2%Computer and TechnologyJPMJPMorgan Chase & Co.$225,167$225,167 ▲New Holding9390.2%FinanceSPYSPDR S&P 500 ETF Trust$221,551$20,514 ▼-8.5%3780.2%FinanceMOAltria Group$218,961$5,648 ▲2.6%4,1870.2%Consumer StaplesBSVVanguard Short-Term Bond ETF$217,009$2,550 ▲1.2%2,8080.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$215,862$2,808 ▲1.3%2,7670.2%ETFVTWOVanguard Russell 2000 ETF$200,541$200,541 ▲New Holding2,2450.1%ETFAXPAmerican Express$200,112$200,112 ▲New Holding6740.1%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$0$421,995 ▼-100.0%00.0%ETFSMCISuper Micro Computer$0$291,480 ▼-100.0%00.0%Computer and TechnologyAMGNAmgen$0$203,453 ▼-100.0%00.0%MedicalAGLagilon health$0$63,792 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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