Sponsored

The Analysis of HOGE FINANCIAL SERVICES, LLC's Holdings & P&L

Currently, HOGE FINANCIAL SERVICES, LLC holds 83 types of securities in its portfolio with a total value $208.9M. In the most recent quarter, they have increased their positions in VUG (+34.7K shares, valued at $3.0M), BIV (+9.4K shares, valued at $723.4K), MU (+440 shares, valued at $507.9K); decreased their positions in IWB (-1.1K shares, valued at $453.7K), VT (-931 shares, valued at $146.1K), VB (-372 shares, valued at $112.8K); initiated new positions in MU (+440 shares, valued at $507.9K), AMD (+675 shares, valued at $392.1K), INTC (+2.6K shares, valued at $363.2K).

1M P&L

+818.4K+0.41%

3M P&L

+6.1M+3.13%

HY P&L

+1.2M+0.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A172.3M

85.8%

2Semiconductors9.9M

4.9%

3Software - Infrastructure2.6M

1.3%

Top Industries by Stock Count

1N/A30 stocks

44.1%

2Semiconductors6 stocks

8.8%

3Drug Manufacturers - General5 stocks

7.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWB ISHARES TR111.5K shares-0.98%2026-06-302026-07-29

BIV VANGUARD BD INDEX FDS365.5K shares2.65%2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F126.1K shares-0.73%2026-06-302026-07-29

VTV VANGUARD INDEX FDS66.8K shares-0.42%2026-06-302026-07-29

VB VANGUARD INDEX FDS40.3K shares-0.92%2026-06-302026-07-29

EFA ISHARES TR109.3K shares0.16%2026-06-302026-07-29

FLOT ISHARES TR215.7K shares1.61%2026-06-302026-07-29

EEM ISHARES TR79.9K shares-1.80%2026-06-302026-07-29

Sponsored

IFRA ISHARES TR65.9K shares-0.03%2026-06-302026-07-29

NVDA NVIDIA CORPORATION19.3K shares4.03%2026-06-302026-07-29

VUG VANGUARD INDEX FDS41.7K shares495.12%2026-06-302026-07-29

QCOM QUALCOMM INC18.0K shares6.30%2026-06-302026-07-29

MUB ISHARES TR25.9K shares-2.73%2026-06-302026-07-29

IDEV ISHARES TR30.2K shares0.29%2026-06-302026-07-29

MSFT MICROSOFT CORP7.0K shares-1.38%2026-06-302026-07-29

AAPL APPLE INC7.6K shares1.02%2026-06-302026-07-29

Sponsored

META PLATFORMS INC META PLATFORMS INC3.8K shares10.43%2026-06-302026-07-29

GOOGL ALPHABET INC4.1K shares3.60%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares0.20%2026-06-302026-07-29

VBR VANGUARD INDEX FDS5.0K shares-0.28%2026-06-302026-07-29

AMZN AMAZON COM INC5.0K shares4.29%2026-06-302026-07-29

IGF ISHARES TR17.4K shares-2.84%2026-06-302026-07-29

ROK ROCKWELL AUTOMATION INC2.2K shares0.14%2026-06-302026-07-29

MFC MANULIFE FINL CORP26.9K shares0.72%2026-06-302026-07-29

Sponsored

VOO VANGUARD INDEX FDS1.6K shares0.32%2026-06-302026-07-29

IWD ISHARES TR4.4K shares0.30%2026-06-302026-07-29

VTHR VANGUARD SCOTTSDALE FDS3.1K shares-0.13%2026-06-302026-07-29

ISHARES TR ISHARES TR9.3K shares1.02%2026-06-302026-07-29

VBK VANGUARD INDEX FDS2.4K shares-0.90%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP5.7K shares-1.85%2026-06-302026-07-29

IEMG ISHARES INC9.2K shares-0.49%2026-06-302026-07-29

BROADCOM INC BROADCOM INC2.0K shares2.77%2026-06-302026-07-29

Sponsored

MVBF MVB FINL CORP23.8K shares0.60%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T899 shares-0.99%2026-06-302026-07-29

LLY ELI LILLY &CO444 shares-15.59%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC440 sharesnew addition2026-06-302026-07-29

VDE VANGUARD WORLD FD3.3K shares-3.00%2026-06-302026-07-29

PEP PEPSICO INC3.6K shares-2.57%2026-06-302026-07-29

JPMORGAN CHASE &CO JPMORGAN CHASE &CO1.5K shares4.31%2026-06-302026-07-29

MCD MCDONALDS CORP1.7K shares-7.98%2026-06-302026-07-29

Sponsored

TSLA TESLA INC1.1K shares-3.11%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL892 shares0.79%2026-06-302026-07-29

WMT WALMART INC3.8K shares0.63%2026-06-302026-07-29

JNJ JOHNSON &JOHNSON1.7K shares3.31%2026-06-302026-07-29

VXUS VANGUARD STAR FDS4.7K shares0.45%2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS5.2K shares0.72%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC675 sharesnew addition2026-06-302026-07-29

QQQ INVESCO QQQ TR530 shares0.00%2026-06-302026-07-29

Sponsored

GLD SPDR GOLD TR1.0K shares0.19%2026-06-302026-07-29

FCF FIRST COMWLTH FINL CORP PA19.0K shares0.75%2026-06-302026-07-29

KO COCA COLA CO4.7K shares1.81%2026-06-302026-07-29

SDY SPDR SERIES TRUST2.4K shares-2.10%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS4.6K shares1.14%2026-06-302026-07-29

INTC INTEL CORP2.6K sharesnew addition2026-06-302026-07-29

DKS DICKS SPORTING GOODS INC1.6K shares0.98%2026-06-302026-07-29

GOOG ALPHABET INC974 sharesnew addition2026-06-302026-07-29

Sponsored

LIN LINDE PLC660 shares1.85%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP1.1K shares0.56%2026-06-302026-07-29

MO ALTRIA GROUP INC4.6K shares1.68%2026-06-302026-07-29

CAT CATERPILLAR INC301 shares5.24%2026-06-302026-07-29

GVI ISHARES TR2.9K shares1.20%2026-06-302026-07-29

ISHARES TR ISHARES TR3.2K shares-2.02%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO818 shares4.74%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC3.1K shares-1.64%2026-06-302026-07-29

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS735 shares0.27%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC371 sharesnew addition2026-06-302026-07-29

ABBVIE INC ABBVIE INC1.0K shares2.57%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC1.0K shares0.78%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC601 sharesnew addition2026-06-302026-07-29

VISA INC VISA INC709 sharesnew addition2026-06-302026-07-29

MRK MERCK &CO INC1.9K shares3.61%2026-06-302026-07-29

EMXC ISHARES INC2.3K sharesnew addition2026-06-302026-07-29

Sponsored

RWO SPDR INDEX SHS FDS4.7K shares-4.08%2026-06-302026-07-29

LRCX LAM RESEARCH CORP536 sharesnew addition2026-06-302026-07-29

BND VANGUARD BD INDEX FDS3.1K shares0.99%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-06-302026-07-29

AMGN AMGEN INC601 shares2.04%2026-06-302026-07-29

CEG CONSTELLATION ENERGY CORP856 shares0.12%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC1.8K sharesnew addition2026-06-302026-07-29

KMB KIMBERLY-CLARK CORP1.9K sharesnew addition2026-06-302026-07-29

Sponsored

MAR MARRIOTT INTL INC NEW557 sharesnew addition2026-06-302026-07-29

NVS NOVARTIS AG1.3K sharesnew addition2026-06-302026-07-29

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS1.7K sharesnew addition2026-06-302026-07-29

IWB

ISHARES TR

-0.98%

Shares111.5K

Event2026-06-30

Filed2026-07-29

BIV

VANGUARD BD INDEX FDS

2.65%

Shares365.5K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

-0.73%

Shares126.1K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

-0.42%

Shares66.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-0.92%

Shares40.3K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

0.16%

Shares109.3K

Event2026-06-30

Filed2026-07-29

FLOT

ISHARES TR

1.61%

Shares215.7K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

-1.80%

Shares79.9K

Event2026-06-30

Filed2026-07-29

IFRA

ISHARES TR

-0.03%

Shares65.9K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

4.03%

Shares19.3K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

495.12%

Shares41.7K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

6.30%

Shares18.0K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

-2.73%

Shares25.9K

Event2026-06-30

Filed2026-07-29

IDEV

ISHARES TR

0.29%

Shares30.2K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-1.38%

Shares7.0K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

1.02%

Shares7.6K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

10.43%

Shares3.8K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

3.60%

Shares4.1K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.20%

Shares3.0K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

-0.28%

Shares5.0K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

4.29%

Shares5.0K

Event2026-06-30

Filed2026-07-29

IGF

ISHARES TR

-2.84%

Shares17.4K

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

0.14%

Shares2.2K

Event2026-06-30

Filed2026-07-29

MFC

MANULIFE FINL CORP

0.72%

Shares26.9K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

0.32%

Shares1.6K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

0.30%

Shares4.4K

Event2026-06-30

Filed2026-07-29

VTHR

VANGUARD SCOTTSDALE FDS

-0.13%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

1.02%

Shares9.3K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

-0.90%

Shares2.4K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-1.85%

Shares5.7K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-0.49%

Shares9.2K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

2.77%

Shares2.0K

Event2026-06-30

Filed2026-07-29

MVBF

MVB FINL CORP

0.60%

Shares23.8K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-0.99%

Shares899

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY &CO

-15.59%

Shares444

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

New

Shares440

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

-3.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-2.57%

Shares3.6K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE &CO

4.31%

Shares1.5K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-7.98%

Shares1.7K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-3.11%

Shares1.1K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.79%

Shares892

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

0.63%

Shares3.8K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON &JOHNSON

3.31%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

0.45%

Shares4.7K

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

0.72%

Shares5.2K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

New

Shares675

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

0.00%

Shares530

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

0.19%

Shares1.0K

Event2026-06-30

Filed2026-07-29

FCF

FIRST COMWLTH FINL CORP PA

0.75%

Shares19.0K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

1.81%

Shares4.7K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

-2.10%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

1.14%

Shares4.6K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

DKS

DICKS SPORTING GOODS INC

0.98%

Shares1.6K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

New

Shares974

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

1.85%

Shares660

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

0.56%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

1.68%

Shares4.6K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

5.24%

Shares301

Event2026-06-30

Filed2026-07-29

GVI

ISHARES TR

1.20%

Shares2.9K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-2.02%

Shares3.2K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

4.74%

Shares818

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

-1.64%

Shares3.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.27%

Shares735

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

New

Shares371

Event2026-06-30

Filed2026-07-29

ABBVIE INC

2.57%

Shares1.0K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

0.78%

Shares1.0K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

New

Shares601

Event2026-06-30

Filed2026-07-29

VISA INC

New

Shares709

Event2026-06-30

Filed2026-07-29

MRK

MERCK &CO INC

3.61%

Shares1.9K

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

RWO

SPDR INDEX SHS FDS

-4.08%

Shares4.7K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

New

Shares536

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

0.99%

Shares3.1K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

2.04%

Shares601

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

0.12%

Shares856

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY-CLARK CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

New

Shares557

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

VANGUARD SCOTTSDALE FDS

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available