Hoge Financial Services, LLC Purchases in Q3 2025

Hoge Financial Services, LLC

  • $174 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTHR
Vanguard Russell 3000 ETF

ETFs
2.84K
New
$272.54 - $295.85 $774K - $840K
2.84K $836M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.96K
New
$224.68 - $282.71 $664K - $835K
2.96K $825M
VB
Vanguard Small Cap ETF

ETFs
209
+ 0.53%
$237.58 - $259.17 $49.7K - $54.2K
39.5K $10B
META
Meta Platforms, Inc.

Communication Services
981
+ 39.72%
$695.21 - $791.73 $682K - $777K
3.45K $2.53B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.79K
+ 3.11%
$76.16 - $78.59 $593K - $612K
258K $20.2B
VTV
Vanguard Value ETF

ETFs
507
+ 0.81%
$175.51 - $186.57 $89K - $94.6K
63.4K $11.8B
NVDA
Nvidia Corp

Technology
745
+ 5.05%
$153.3 - $186.58 $114K - $139K
15.5K $2.89B
AAPL
Apple Inc.

Technology
688
+ 11.17%
$202.38 - $256.87 $139K - $177K
6.85K $1.74B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.19K
+ 4.29%
$50.82 - $51.09 $365K - $367K
175K $8.92B
IFRA
Ishares Tr

ETFs
4.42K
+ 12.73%
$49.77 - $52.82 $220K - $233K
39.1K $2.07B
ORCL
Oracle Corp

Technology
930
New
$218.96 - $328.33 $204K - $305K
930 $262M
MSFT
Microsoft Corp

Technology
264
+ 4.92%
$491.09 - $535.64 $130K - $141K
5.64K $2.92B
NEE
Nextera Energy Inc

Utilities
2.91K
New
$69.77 - $77.54 $203K - $225K
2.91K $219M
ABBV
Abb Vie Inc.

Healthcare
913
New
$184.85 - $231.54 $169K - $211K
913 $212M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.72K
New
$52.31 - $56.47 $194K - $210K
3.72K $210M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.14K
New
$86.92 - $99.32 $186K - $212K
2.14K $209M
MA
Mastercard Inc

Financial Services
361
New
$550.18 - $598.96 $199K - $216K
361 $206M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1K
New
$185.88 - $207.44 $186K - $208K
1K $201M
AVGO
Broadcom Inc.

Technology
260
+ 16.57%
$264.74 - $369.57 $68.8K - $96.1K
1.83K $603M
TSLA
Tesla, Inc.

Consumer Cyclical
100
+ 11.12%
$293.94 - $444.72 $29.4K - $44.5K
999 $444M
PLTR
Palantir Technologies Inc.

Technology
94
+ 3.48%
$130.68 - $186.97 $12.3K - $17.6K
2.79K $509M
QCOM
Qualcomm Inc

Technology
38
+ 0.22%
$145.84 - $173.55 $5.54K - $6.59K
17.1K $2.85B
JNJ
Johnson & Johnson

Healthcare
155
+ 11.22%
$155.17 - $185.42 $24.1K - $28.7K
1.54K $285M
PEP
Pepsico Inc

Consumer Defensive
303
+ 8.08%
$133.81 - $152.16 $40.5K - $46.1K
4.05K $569M
VBR
Vanguard Small Cap Value ETF

ETFs
11
+ 0.23%
$195.41 - $212.37 $2.15K - $2.34K
4.9K $1.02B
JPM
Jpmorgan Chase & CO

Financial Services
111
+ 9.14%
$282.78 - $316.06 $31.4K - $35.1K
1.33K $418M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
88
+ 11.69%
$459.11 - $506.91 $40.4K - $44.6K
841 $423M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.25%
$567.77 - $614.76 $1.7K - $1.84K
1.18K $725M
GLD
Spdr Gold Trust

ETFs
27
+ 3.14%
$300.96 - $355.47 $8.13K - $9.6K
886 $315M
WMT
Walmart Inc.

Consumer Defensive
332
+ 9.47%
$94.4 - $104.27 $31.3K - $34.6K
3.84K $396M
MCD
Mcdonalds Corp

Consumer Cyclical
82
+ 4.4%
$291.67 - $316.99 $23.9K - $26K
1.95K $592M
NSC
Norfolk Southern Corp

Industrials
3
+ 0.28%
$259.49 - $300.41 $778 - $901
1.07K $320M
IWD
Ishares Russell 1000 Val ETF

ETFs
19
+ 0.44%
$192.76 - $203.86 $3.66K - $3.87K
4.33K $882M
ROK
Rockwell Automation, Inc

Industrials
10
+ 0.46%
$328.67 - $358.52 $3.29K - $3.59K
2.19K $767M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
13
+ 0.86%
$201.83 - $230.93 $2.62K - $3K
1.53K $340M
MO
Altria Group, Inc.

Consumer Defensive
101
+ 2.29%
$57.75 - $67.68 $5.83K - $6.84K
4.51K $298M
AMZN
Amazon Com Inc

Consumer Cyclical
91
+ 2.04%
$211.65 - $238.24 $19.3K - $21.7K
4.56K $1B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21
+ 0.49%
$68.24 - $73.73 $1.43K - $1.55K
4.29K $315M
AXP
American Express CO

Financial Services
24
+ 3.14%
$294.27 - $342.31 $7.06K - $8.22K
788 $262M
FCF
First Commonwealth Financial Corp

Financial Services
147
+ 0.8%
$16.07 - $18.02 $2.36K - $2.65K
18.5K $316M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
82
+ 0.98%
$97.75 - $100.75 $8.02K - $8.26K
8.41K $843M
Linde PLC
19
+ 3.18%
N/A
617 $293M
CEG
Constellation Energy Corp

Utilities
8
+ 0.96%
$298.82 - $354.89 $2.39K - $2.84K
838 $276M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
33
+ 0.96%
$78.11 - $79.07 $2.58K - $2.61K
3.47K $273M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
16
+ 0.6%
$78.96 - $80.04 $1.26K - $1.28K
2.68K $214M
T
At&T Inc.

Communication Services
169
+ 2.22%
$26.94 - $29.62 $4.55K - $5.01K
7.77K $220M
LLY
Eli Lilly & CO

Healthcare
6
+ 1.32%
$625.65 - $812.69 $3.75K - $4.88K
460 $352M
MFC
Manulife Financial Corp

Financial Services
268
+ 0.85%
$29.9 - $32.34 $8.01K - $8.67K
31.7K $988M
PM
Philip Morris International Inc.

Consumer Defensive
40
+ 2.8%
$157.77 - $183.27 $6.31K - $7.33K
1.47K $238M
Activity Summary
Buys All Purchases 50 New Holdings 9 Increased Positions 41 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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