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CIK: 0001989834
Total reported value
$208.9M
$208.9M
57 檔
40.4%
In Q1 2025, Hoge Financial Services, LLC's U.S. equity holdings reached a combined market value of $208.9M, distributed across 57 disclosed stock positions.
During Q1 2025, Hoge Financial Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 23.07% | +0.37% | +4.13% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 12.44% | -1.29% | +23.57% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 10.30% | +0.07% | +4.44% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.92% | -0.08% | +4.71% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.30% | -0.24% | +3.16% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.71% | +0.14% | +5.31% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 5.70% | -0.52% | +6.77% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.48% | +0.15% | +6.36% | |
| 9 | IGF | Ishares Global Infrastructur | ETF-Other | 2.15% | -0.09% | -18.47% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | +0.12% | +17.48% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 1.83% | +0.43% | +0.25% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.81% | +0.08% | -6.43% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.80% | -0.17% | +4.73% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.17% | +21.23% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.51% | -0.06% | -1.27% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.03% | +5.78% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.03% | +5.39% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.02% | +63.31% | |
| 19 | MFC | Manulife Financial CORP | Stock-Financials | 0.68% | +0.03% | +0.85% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.62% | — | +4.28% | |
| 21 | VDE | Vanguard Energy ETF | ETF-Other | 0.61% | -0.07% | -8.80% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.59% | +0.01% | +0.42% | |
| 23 | IFRA | Ishares US Infrastructure | ETF-Other | 0.58% | -0.03% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.04% | +7.67% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.16% | +7.99% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.44% | +0.03% | +5.14% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | +1.77% | |
| 28 | MVBF | Mvb Financial CORP | Stock-Other | 0.43% | +0.02% | +0.81% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | +174.87% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.09% | +1.48% | |
| 31 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.40% | +0.11% | -0.59% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.07% | +2.14% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.02% | -1.20% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.03% | — | |
| 35 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.28% | -0.01% | -5.36% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.25% | -0.06% | +1.45% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.09% | +11.57% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | — | +18.38% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.25% | -0.01% | -4.25% | |
| 40 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.21% | +0.01% | +1.06% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | -0.01% | +1.05% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | +0.12% | NEW | |
| 43 | FCF | First Commonwealth Finl CORP | Stock-Other | 0.20% | — | +0.72% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.04% | +2.90% | |
| 45 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.19% | +0.10% | NEW | |
| 46 | LIN | Linde plc | Stock-Materials | 0.19% | -0.01% | +3.98% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.18% | — | +2.34% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.17% | — | +2.27% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | +0.01% | +5.54% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.17% | — | +0.28% |
According to official SEC Form 13F filings, Hoge Financial Services, LLC reported a total U.S. public equity portfolio value of $208.9M across 57 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IWB, BIV, VT) accounted for 40.4% of total reported equity market value during Q1 2025.
During Q1 2025, Hoge Financial Services, LLC's top holdings by market value included IWB (23.1%)、BIV (12.4%)、VT (10.3%). The largest single position, IWB, represented 23.1% of total portfolio value.
In Q1 2025, Hoge Financial Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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