Hoge Financial Services, LLC Top Holdings and 13F Report (2025) About Hoge Financial Services, LLCInvestment ActivityHoge Financial Services, LLC has $143.00 million in total holdings as of March 31, 2025.Hoge Financial Services, LLC owns shares of 57 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 8.06% of the portfolio was purchased this quarter.About 2.08% of the portfolio was sold this quarter.This quarter, Hoge Financial Services, LLC has purchased 57 new stocks and bought additional shares in 42 stocks.Hoge Financial Services, LLC sold shares of 9 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $32,996,627Vanguard Intermediate-Term Bond ETF $17,793,786Vanguard Total World Stock ETF $14,727,372Vanguard Value ETF $9,899,115iShares MSCI EAFE ETF $9,006,260 Largest New Holdings this Quarter 46435U713 - iShares U.S. Infrastructure ETF $833,282 Holding46090E103 - Invesco QQQ $419,290 Holding478160104 - Johnson & Johnson $215,442 Holding031162100 - Amgen $214,456 Holding718172109 - Philip Morris International $213,851 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 44,325 shares (about $3.39M)iShares Russell 1000 ETF 4,266 shares (about $1.31M)iShares U.S. Infrastructure ETF 18,489 shares (about $833.28K)Vanguard Total World Stock ETF 5,404 shares (about $626.59K)iShares Floating Rate Bond ETF 10,121 shares (about $516.68K) Largest Sales this Quarter iShares Global Infrastructure ETF 12,735 shares (about $696.22K)Vanguard Growth ETF 481 shares (about $178.35K)Vanguard Energy ETF 652 shares (about $84.57K)AT&T 2,625 shares (about $74.24K)iShares Core MSCI International Developed Markets ETF 401 shares (about $27.63K) 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$32,996,627$1,308,553 ▲4.1%107,57223.1%ETFBIVVanguard Intermediate-Term Bond ETF$17,793,786$3,393,963 ▲23.6%232,38612.4%ETFVTVanguard Total World Stock ETF$14,727,372$626,593 ▲4.4%127,01510.3%ETFVTVVanguard Value ETF$9,899,115$445,327 ▲4.7%57,3066.9%ETFEFAiShares MSCI EAFE ETF$9,006,260$276,248 ▲3.2%110,1956.3%FinanceVBVanguard Small-Cap ETF$8,169,284$412,234 ▲5.3%36,8405.7%ETFFLOTiShares Floating Rate Bond ETF$8,151,984$516,678 ▲6.8%159,6865.7%ETFEEMiShares MSCI Emerging Markets ETF$3,539,928$211,640 ▲6.4%81,0052.5%FinanceIGFiShares Global Infrastructure ETF$3,072,539$696,217 ▼-18.5%56,2022.1%ManufacturingNVDANVIDIA$2,640,165$392,882 ▲17.5%24,3601.8%Computer and TechnologyQCOMQUALCOMM$2,615,173$6,452 ▲0.2%17,0251.8%Computer and TechnologyVUGVanguard Growth ETF$2,594,073$178,352 ▼-6.4%6,9961.8%ETFMUBiShares National Muni Bond ETF$2,568,947$115,984 ▲4.7%24,3641.8%ETFMSFTMicrosoft$2,197,540$384,776 ▲21.2%5,8541.5%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$2,153,316$27,625 ▼-1.3%31,2571.5%ETFMETAMeta Platforms$1,370,662$74,931 ▲5.8%2,3781.0%Computer and TechnologyAAPLApple$1,275,892$65,305 ▲5.4%5,7440.9%Computer and TechnologyBRK.BBerkshire Hathaway$976,752$378,664 ▲63.3%1,8340.7%FinanceMFCManulife Financial$970,711$8,161 ▲0.8%31,1620.7%FinanceVBRVanguard Small-Cap Value ETF$888,817$36,514 ▲4.3%4,7710.6%ETFVDEVanguard Energy ETF$876,233$84,575 ▼-8.8%6,7550.6%ETFIWDiShares Russell 1000 Value ETF$845,434$3,575 ▲0.4%4,4930.6%ETFIFRAiShares U.S. Infrastructure ETF$833,282$833,282 ▲New Holding18,4890.6%ETFAMZNAmazon.com$782,539$55,746 ▲7.7%4,1130.5%Retail/WholesaleXOMExxon Mobil$652,958$48,288 ▲8.0%5,4900.5%EnergyVBKVanguard Small-Cap Growth ETF$632,873$30,964 ▲5.1%2,5140.4%ETFVOOVanguard S&P 500 ETF$621,436$10,794 ▲1.8%1,2090.4%ETFMVBFMVB Financial$609,897$4,919 ▲0.8%35,2130.4%FinanceSPYSPDR S&P 500 ETF Trust$581,369$369,860 ▲174.9%1,0390.4%FinanceMCDMcDonald's$578,621$8,436 ▲1.5%1,8520.4%Retail/WholesaleROKRockwell Automation$569,049$3,360 ▼-0.6%2,2020.4%Computer and TechnologyPEPPepsiCo$544,781$11,396 ▲2.1%3,6330.4%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$511,723$6,206 ▼-1.2%9,4820.4%ETFQQQInvesco QQQ$419,290$419,290 ▲New Holding8940.3%FinanceRWOSPDR Dow Jones Global Real Estate ETF$403,944$22,868 ▼-5.4%9,2560.3%ETFGLDSPDR Gold Shares$363,921$5,187 ▲1.4%1,2630.3%FinanceGOOGLAlphabet$362,332$37,579 ▲11.6%2,3430.3%Computer and TechnologyLLYEli Lilly and Company$361,736$56,160 ▲18.4%4380.3%MedicalSDYSPDR S&P Dividend ETF$360,414$16,012 ▼-4.3%2,6560.3%ETFDKSDICK'S Sporting Goods$306,552$3,225 ▲1.1%1,5210.2%Retail/WholesaleKOCoca-Cola$303,411$3,152 ▲1.0%4,2360.2%Consumer StaplesVVisa$284,994$30,848 ▲12.1%8130.2%Business ServicesFCFFirst Commonwealth Financial$282,953$2,020 ▲0.7%18,2080.2%FinanceWMTWalmart$277,031$7,812 ▲2.9%3,1560.2%Retail/WholesaleKMBKimberly-Clark$271,161$10,949 ▲4.2%1,9070.2%Consumer StaplesLINDE PLC$267,956$10,252 ▲4.0%5750.2%SHSMOAltria Group$257,207$5,882 ▲2.3%4,2850.2%Consumer StaplesNSCNorfolk Southern$245,662$5,449 ▲2.3%1,0370.2%TransportationJPMJPMorgan Chase & Co.$243,199$12,761 ▲5.5%9910.2%FinanceVXUSVanguard Total International Stock ETF$241,593$683 ▲0.3%3,8900.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$230,396$11,997 ▲5.5%2,9190.2%ETFJNJJohnson & Johnson$215,442$215,442 ▲New Holding1,2990.2%MedicalAMGNAmgen$214,456$214,456 ▲New Holding6880.1%MedicalPMPhilip Morris International$213,851$213,851 ▲New Holding1,3470.1%Consumer StaplesAVGOBroadcom$213,101$23,603 ▲12.5%1,2730.1%Computer and TechnologyTAT&T$207,126$74,236 ▼-26.4%7,3240.1%Computer and TechnologySLViShares Silver Trust$205,123$205,123 ▲New Holding6,6190.1%ETFVVVanguard Large-Cap ETF$0$691,607 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$295,034 ▼-100.0%00.0%FinanceTSLATesla$0$264,111 ▼-100.0%00.0%Auto/Tires/TrucksBSVVanguard Short-Term Bond ETF$0$217,009 ▼-100.0%00.0%ETFVTWOVanguard Russell 2000 ETF$0$200,541 ▼-100.0%00.0%ETFAXPAmerican Express$0$200,112 ▼-100.0%00.0%FinanceShowing 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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