The Analysis of HOGE FINANCIAL SERVICES, LLC's Holdings
Currently, HOGE FINANCIAL SERVICES, LLC holds 70 types of securities in its portfolio with a total value $185.5M. In the most recent quarter, they have increased their positions in BIV (+26.8K shares, valued at $2.1M), IWB (+3.2K shares, valued at $1.2M), FLOT (+19.4K shares, valued at $986.6K); decreased their positions in IGF (-9.1K shares, valued at $560.3K), VDE (-1.0K shares, valued at $130.2K), IDEV (-296 shares, valued at $24.4K); initiated new positions in SLV (+4.4K shares, valued at $282.1K), AMGN (+755 shares, valued at $247.0K), GVI (+2.2K shares, valued at $237.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWB ISHARES TR114.9K shares2.90%2025-12-312026-01-29
BIV VANGUARD BD INDEX FDS285.3K shares10.38%2025-12-312026-01-29 VT VANGUARD INTL EQUITY INDEX F133.6K shares3.79%2025-12-312026-01-29 VTV VANGUARD INDEX FDS66.5K shares4.86%2025-12-312026-01-29 EFA ISHARES TR115.6K shares5.33%2025-12-312026-01-29 VB VANGUARD INDEX FDS41.4K shares4.87%2025-12-312026-01-29 FLOT ISHARES TR194.1K shares11.11%2025-12-312026-01-29 EEM ISHARES TR86.6K shares4.03%2025-12-312026-01-29 VUG VANGUARD INDEX FDS6.9K shares0.46%2025-12-312026-01-29 NVDA NVIDIA CORPORATION17.9K shares15.86%2025-12-312026-01-29 QCOM QUALCOMM INC17.2K shares0.16%2025-12-312026-01-29 IFRA ISHARES TR53.7K shares37.21%2025-12-312026-01-29 MSFT MICROSOFT CORP5.7K shares0.69%2025-12-312026-01-29 IDEV ISHARES TR30.9K shares-0.95%2025-12-312026-01-29 MUB ISHARES TR23.5K shares6.71%2025-12-312026-01-29 META META PLATFORMS INC3.5K shares1.13%2025-12-312026-01-29 IGF ISHARES TR32.1K shares-22.13%2025-12-312026-01-29 AAPL APPLE INC7.2K shares4.91%2025-12-312026-01-29 ALPHABET INC ALPHABET INC3.7K shares9.23%2025-12-312026-01-29 MFC MANULIFE FINL CORP32.0K shares0.86%2025-12-312026-01-29 AMZN AMAZON COM INC4.8K shares4.21%2025-12-312026-01-29 VBR VANGUARD INDEX FDS4.9K shares0.49%2025-12-312026-01-29 IWD ISHARES TR4.4K shares0.48%2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD3.0K shares0.30%2025-12-312026-01-29 MVBF MVB FINL CORP33.3K shares0.50%2025-12-312026-01-29 ROK ROCKWELL AUTOMATION INC2.2K shares0.41%2025-12-312026-01-29 VTHR VANGUARD SCOTTSDALE FDS2.8K shares0.32%2025-12-312026-01-29 AGG ISHARES TR8.5K shares1.32%2025-12-312026-01-29 VBK VANGUARD INDEX FDS2.5K shares0.12%2025-12-312026-01-29 XOM EXXON MOBIL CORP5.8K shares5.49%2025-12-312026-01-29 BROADCOM INC BROADCOM INC1.9K shares6.07%2025-12-312026-01-29 IEMG ISHARES INC9.3K shares-1.25%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR914 shares-2.14%2025-12-312026-01-29 MCD MCDONALDS CORP2.0K shares1.39%2025-12-312026-01-29 PEP PEPSICO INC4.0K shares-0.67%2025-12-312026-01-29 LLY ELI LILLY &CO515 shares11.96%2025-12-312026-01-29 VDE VANGUARD WORLD FD4.3K shares-19.33%2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INC2.8K shares-1.07%2025-12-312026-01-29 TSLA TESLA INC1.1K shares6.01%2025-12-312026-01-29 WMT WALMART INC4.1K shares6.49%2025-12-312026-01-29 JPM JPMORGAN CHASE &CO.1.4K shares4.83%2025-12-312026-01-29 BSV VANGUARD BD INDEX FDS4.8K shares39.68%2025-12-312026-01-29 GLD SPDR GOLD TR877 shares-1.02%2025-12-312026-01-29 SDY SPDR SERIES TRUST2.5K shares-2.07%2025-12-312026-01-29 JNJ JOHNSON &JOHNSON1.6K shares3.78%2025-12-312026-01-29 VXUS VANGUARD STAR FDS4.4K shares1.82%2025-12-312026-01-29 KO COCA COLA CO4.6K shares7.65%2025-12-312026-01-29 FCF FIRST COMWLTH FINL CORP PA18.7K shares0.87%2025-12-312026-01-29 NSC NORFOLK SOUTHN CORP1.1K shares0.75%2025-12-312026-01-29 DKS DICKS SPORTING GOODS INC1.5K shares0.59%2025-12-312026-01-29 CEG CONSTELLATION ENERGY CORP852 shares1.67%2025-12-312026-01-29 AXP AMERICAN EXPRESS CO810 shares2.79%2025-12-312026-01-29 RWO SPDR INDEX SHS FDS6.5K shares1.18%2025-12-312026-01-29 NEE NEXTERA ENERGY INC3.5K shares21.78%2025-12-312026-01-29 SLV ISHARES SILVER TR4.4K sharesnew addition2025-12-312026-01-29 MO ALTRIA GROUP INC4.4K shares-1.64%2025-12-312026-01-29 V VISA INC720 shares4.96%2025-12-312026-01-29 AMGN AMGEN INC755 sharesnew addition2025-12-312026-01-29 LINDE PLC LINDE PLC573 shares-7.13%2025-12-312026-01-29 GVI ISHARES TR2.2K sharesnew addition2025-12-312026-01-29 VCSH VANGUARD SCOTTSDALE FDS2.9K shares8.42%2025-12-312026-01-29 PM PHILIP MORRIS INTL INC1.4K shares-4.36%2025-12-312026-01-29 ABBV ABBVIE INC948 shares3.83%2025-12-312026-01-29 VTWO VANGUARD SCOTTSDALE FDS2.1K shares0.42%2025-12-312026-01-29 PNC PNC FINL SVCS GROUP INC1.0K shares0.10%2025-12-312026-01-29 VTI VANGUARD INDEX FDS611 sharesnew addition2025-12-312026-01-29 FUTY FIDELITY COVINGTON TRUST3.6K shares-2.21%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available