The Analysis of HOGE FINANCIAL SERVICES, LLC's Holdings
Currently, HOGE FINANCIAL SERVICES, LLC holds 71 types of securities in its portfolio with a total value $174.4M. In the most recent quarter, they have increased their positions in VTHR (+2.8K shares, valued at $835.8K), TSM (+3.0K shares, valued at $825.4K), META (+981 shares, valued at $720.5K); decreased their positions in IWB (-1.1K shares, valued at $417.4K), EFA (-3.0K shares, valued at $281.2K), IGF (-4.0K shares, valued at $247.1K); initiated new positions in VTHR (+2.8K shares, valued at $835.8K), TSM (+3.0K shares, valued at $825.4K), ORCL (+930 shares, valued at $261.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWB ISHARES TR111.7K shares-1.01%2025-09-302025-11-04
BIV VANGUARD BD INDEX FDS258.4K shares3.11%2025-09-302025-11-04 VT VANGUARD INTL EQUITY INDEX F128.7K shares-0.08%2025-09-302025-11-04 VTV VANGUARD INDEX FDS63.4K shares0.81%2025-09-302025-11-04 EFA ISHARES TR109.8K shares-2.67%2025-09-302025-11-04 VB VANGUARD INDEX FDS39.5K shares0.53%2025-09-302025-11-04 FLOT ISHARES TR174.7K shares4.29%2025-09-302025-11-04 EEM ISHARES TR83.2K shares-2.89%2025-09-302025-11-04 VUG VANGUARD INDEX FDS6.9K shares-0.65%2025-09-302025-11-04 MSFT MICROSOFT CORP5.6K shares4.92%2025-09-302025-11-04 NVDA NVIDIA CORPORATION15.5K shares5.05%2025-09-302025-11-04 QCOM QUALCOMM INC17.1K shares0.22%2025-09-302025-11-04 META META PLATFORMS INC3.5K shares39.72%2025-09-302025-11-04 IGF ISHARES TR41.3K shares-8.92%2025-09-302025-11-04 IDEV ISHARES TR31.2K shares-1.16%2025-09-302025-11-04 MUB ISHARES TR22.1K shares-8.85%2025-09-302025-11-04 IFRA ISHARES TR39.1K shares12.73%2025-09-302025-11-04 AAPL APPLE INC6.8K shares11.17%2025-09-302025-11-04 VBR VANGUARD INDEX FDS4.9K shares0.23%2025-09-302025-11-04 AMZN AMAZON COM INC4.6K shares2.04%2025-09-302025-11-04 MFC MANULIFE FINL CORP31.7K shares0.85%2025-09-302025-11-04 IWD ISHARES TR4.3K shares0.44%2025-09-302025-11-04 AGG ISHARES TR8.4K shares0.98%2025-09-302025-11-04 VTHR VANGUARD SCOTTSDALE FDS2.8K sharesnew addition2025-09-302025-11-04 GOOGL ALPHABET INC3.4K shares14.14%2025-09-302025-11-04 MVBF MVB FINL CORP33.1K shares-6.60%2025-09-302025-11-04 TSM TAIWAN SEMICONDUCTOR MFG LTD3.0K sharesnew addition2025-09-302025-11-04 ROK ROCKWELL AUTOMATION INC2.2K shares0.46%2025-09-302025-11-04 VBK VANGUARD INDEX FDS2.5K shares-0.36%2025-09-302025-11-04 VOO VANGUARD INDEX FDS1.2K shares0.25%2025-09-302025-11-04 VDE VANGUARD WORLD FD5.3K shares-1.11%2025-09-302025-11-04 XOM EXXON MOBIL CORP5.5K shares-1.07%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR934 shares-2.51%2025-09-302025-11-04 IEMG ISHARES INC9.4K shares-0.73%2025-09-302025-11-04 AVGO BROADCOM INC1.8K shares16.57%2025-09-302025-11-04 MCD MCDONALDS CORP1.9K shares4.40%2025-09-302025-11-04 PEP PEPSICO INC4.1K shares8.08%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC2.8K shares3.48%2025-09-302025-11-04 TSLA TESLA INC999 shares11.12%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL841 shares11.69%2025-09-302025-11-04 JPM JPMORGAN CHASE &CO.1.3K shares9.14%2025-09-302025-11-04 WMT WALMART INC3.8K shares9.47%2025-09-302025-11-04 SDY SPDR SERIES TRUST2.5K shares-2.48%2025-09-302025-11-04 LLY ELI LILLY &CO460 shares1.32%2025-09-302025-11-04 DKS DICKS SPORTING GOODS INC1.5K shares0.86%2025-09-302025-11-04 NSC NORFOLK SOUTHN CORP1.1K shares0.28%2025-09-302025-11-04 QQQ INVESCO QQQ TR527 shares0.00%2025-09-302025-11-04 FCF FIRST COMWLTH FINL CORP PA18.5K shares0.80%2025-09-302025-11-04 VXUS VANGUARD STAR FDS4.3K shares0.49%2025-09-302025-11-04 GLD SPDR GOLD TR886 shares3.14%2025-09-302025-11-04 MO ALTRIA GROUP INC4.5K shares2.29%2025-09-302025-11-04 RWO SPDR INDEX SHS FDS6.4K shares-5.99%2025-09-302025-11-04 LIN LINDE PLC617 shares3.18%2025-09-302025-11-04 KO COCA COLA CO4.3K shares-3.61%2025-09-302025-11-04 JNJ JOHNSON &JOHNSON1.5K shares11.22%2025-09-302025-11-04 CEG CONSTELLATION ENERGY CORP838 shares0.96%2025-09-302025-11-04 BSV VANGUARD BD INDEX FDS3.5K shares0.96%2025-09-302025-11-04 AXP AMERICAN EXPRESS CO788 shares3.14%2025-09-302025-11-04 ORCL ORACLE CORP930 sharesnew addition2025-09-302025-11-04 PM PHILIP MORRIS INTL INC1.5K shares2.80%2025-09-302025-11-04 V VISA INC686 shares-24.62%2025-09-302025-11-04 NFLX NETFLIX INC194 shares-7.62%2025-09-302025-11-04 T AT&T INC7.8K shares2.22%2025-09-302025-11-04 NEE NEXTERA ENERGY INC2.9K sharesnew addition2025-09-302025-11-04 VCSH VANGUARD SCOTTSDALE FDS2.7K shares0.60%2025-09-302025-11-04 ABBV ABBVIE INC913 sharesnew addition2025-09-302025-11-04 FUTY FIDELITY COVINGTON TRUST3.7K sharesnew addition2025-09-302025-11-04 VTWO VANGUARD SCOTTSDALE FDS2.1K sharesnew addition2025-09-302025-11-04 MA MASTERCARD INCORPORATED361 sharesnew addition2025-09-302025-11-04 PNC PNC FINL SVCS GROUP INC1.0K sharesnew addition2025-09-302025-11-04 KMB KIMBERLY-CLARK CORP1.6K shares-16.71%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available