Hoge Financial Services, LLC Portfolio Holdings

Hoge Financial Services, LLC

  • $143 Billion
  • Q1 2025

Hoge Financial Services, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $33B, Vanguard Bd Index Fd Inc Inter with a value of $17.8B, Vanguard Total World Stk Index with a value of $14.7B, Vanguard Value ETF with a value of $9.9B, and Ishares Tr Msci Eafe ETF with a value of $9.01B.

Examining the 13F form we can see an increase of $6.46B in the current position value, from $137B to 143B.

Hoge Financial Services, LLC is based out at Canonsburg, PA

Below you can find more details about Hoge Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
ETFs: $123 Billion
Technology: $8.94 Billion
Financial Services: $3.37 Billion
Communication Services: $1.94 Billion
Consumer Defensive: $1.87 Billion
Consumer Cyclical: $1.67 Billion
Industrials: $815 Million
Healthcare: $792 Million
Other: $653 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33 Billion 23.07% of portfolio
107,572
Q1 2025 Added 4.13%
$0
$17.8 Billion 12.44% of portfolio
232,386
Q1 2025 Added 23.57%
$0
$14.7 Billion 10.3% of portfolio
127,015
Q1 2025 Added 4.44%
$0
$9.9 Billion 6.92% of portfolio
57,306
Q1 2025 Added 4.71%
$0
$9.01 Billion 6.3% of portfolio
110,195
Q1 2025 Added 3.16%
$0
$8.17 Billion 5.71% of portfolio
36,840
Q1 2025 Added 5.31%
$0
$8.15 Billion 5.7% of portfolio
159,686
Q1 2025 Added 6.77%
$0
$3.54 Billion 2.48% of portfolio
81,005
Q1 2025 Added 6.36%
$0
$3.07 Billion 2.15% of portfolio
56,202
Q1 2025 Reduced 18.47%
$271B
$2.64 Billion 1.85% of portfolio
24,360
Q1 2025 Added 17.48%
$167B
$2.62 Billion 1.83% of portfolio
17,025
Q1 2025 Added 0.25%
$0
$2.59 Billion 1.81% of portfolio
6,996
Q1 2025 Reduced 6.43%
$0
$2.57 Billion 1.8% of portfolio
24,364
Q1 2025 Added 4.73%
$2.95T
$2.2 Billion 1.54% of portfolio
5,854
Q1 2025 Added 21.23%
$0
$2.15 Billion 1.51% of portfolio
31,257
Q1 2025 Reduced 1.27%
$1.25T
$1.37 Billion 0.96% of portfolio
2,378
Q1 2025 Added 5.78%
$57.8B
$971 Million 0.68% of portfolio
31,162
Q1 2025 Added 0.85%
$694B
$977 Million 0.68% of portfolio
1,834
Q1 2025 Added 63.31%
$0
$889 Million 0.62% of portfolio
4,771
Q1 2025 Added 4.28%
$0
$876 Million 0.61% of portfolio
6,755
Q1 2025 Reduced 8.8%
$0
$845 Million 0.59% of portfolio
4,493
Q1 2025 Added 0.42%
$0
$833 Million 0.58% of portfolio
18,489
Q1 2025 New
$1.88T
$783 Million 0.55% of portfolio
4,113
Q1 2025 Added 7.67%
$440B
$653 Million 0.46% of portfolio
5,490
Q1 2025 Added 7.99%
$0
$633 Million 0.44% of portfolio
2,514
Q1 2025 Added 5.14%
$0
$621 Million 0.43% of portfolio
1,209
Q1 2025 Added 1.77%
$214M
$610 Million 0.43% of portfolio
35,213
Q1 2025 Added 0.81%
$0
$581 Million 0.41% of portfolio
1,039
Q1 2025 Added 174.87%
$235B
$579 Million 0.4% of portfolio
1,852
Q1 2025 Added 1.48%
$28.6B
$569 Million 0.4% of portfolio
2,202
Q1 2025 Reduced 0.59%
$187B
$545 Million 0.38% of portfolio
3,633
Q1 2025 Added 2.14%
$0
$512 Million 0.36% of portfolio
9,482
Q1 2025 Reduced 1.2%
$0
$419 Million 0.29% of portfolio
894
Q1 2025 New
$0
$404 Million 0.28% of portfolio
9,256
Q1 2025 Reduced 5.36%
$957B
$362 Million 0.25% of portfolio
2,343
Q1 2025 Added 11.57%
$854B
$362 Million 0.25% of portfolio
438
Q1 2025 Added 18.38%
$105B
$364 Million 0.25% of portfolio
1,263
Q1 2025 Added 1.45%
$0
$360 Million 0.25% of portfolio
2,656
Q1 2025 Reduced 4.25%
$314B
$303 Million 0.21% of portfolio
4,236
Q1 2025 Added 1.05%
$10.4B
$307 Million 0.21% of portfolio
1,521
Q1 2025 Added 1.06%
$1.43B
$283 Million 0.2% of portfolio
18,208
Q1 2025 Added 0.72%
$565B
$285 Million 0.2% of portfolio
813
Q1 2025 Added 12.14%
$44.5B
$271 Million 0.19% of portfolio
1,907
Q1 2025 Added 4.21%
$264B
$277 Million 0.19% of portfolio
3,156
Q1 2025 Added 2.9%
Linde PLC
-
$268 Million 0.19% of portfolio
-
Q1 2025 Added 3.98%
$106B
$257 Million 0.18% of portfolio
4,285
Q1 2025 Added 2.34%
$718B
$243 Million 0.17% of portfolio
991
Q1 2025 Added 5.54%
$51.9B
$246 Million 0.17% of portfolio
1,037
Q1 2025 Added 2.27%
$0
$242 Million 0.17% of portfolio
3,890
Q1 2025 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $143 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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