Hoge Financial Services, LLC Portfolio Holdings

Hoge Financial Services, LLC

  • $133 Billion
  • Q3 2024

Hoge Financial Services, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 53 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 $32.3B, Vanguard Total World Stk Index with a value of $14.3B, Vanguard Bd Index Fd Inc Inter with a value of $13.5B, Vanguard Value ETF with a value of $9.05B, and Ishares Tr Msci Eafe ETF with a value of $8.83B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $122B to 133B.

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 $133 Billion
ETFs: $116 Billion
Technology: $7.8 Billion
Financial Services: $2.34 Billion
Communication Services: $1.71 Billion
Consumer Defensive: $1.33 Billion
Consumer Cyclical: $1.19 Billion
Healthcare: $608 Million
Industrials: $599 Million
Other: $505 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$178B
$2.88 Billion 2.17% of portfolio
16,943
Q3 2024 Added 0.02%
$349B
$1.91 Billion 1.44% of portfolio
15,766
Q3 2024 Added 48.04%
$3.27T
$1.56 Billion 1.17% of portfolio
3,621
Q3 2024 Added 9.16%
$1.36T
$1.22 Billion 0.92% of portfolio
2,124
Q3 2024 Added 7.11%
$4.16T
$1.16 Billion 0.87% of portfolio
4,963
Q3 2024 Added 17.69%
$58.2B
$906 Million 0.68% of portfolio
30,662
Q3 2024 Added 0.87%
$254M
$671 Million 0.51% of portfolio
34,660
Q3 2024 Reduced 1.92%
$33.9B
$599 Million 0.45% of portfolio
2,231
Q3 2024 Reduced 8.9%
$210B
$551 Million 0.42% of portfolio
3,242
Q3 2024 Added 0.53%
$444B
$505 Million 0.38% of portfolio
4,311
Q3 2024 Added 2.74%
$597B
$456 Million 0.34% of portfolio
990
Q3 2024 Added 14.58%
$2.31T
$455 Million 0.34% of portfolio
2,440
Q3 2024 Added 19.9%
$217B
$420 Million 0.32% of portfolio
1,379
Q3 2024 Reduced 5.81%
$755B
$340 Million 0.26% of portfolio
384
Q3 2024 Added 22.68%
$13.1B
$313 Million 0.24% of portfolio
1,500
Q3 2024 Added 0.94%
$1.6B
$308 Million 0.23% of portfolio
17,939
Q3 2024 Added 0.8%
$1.77B
$291 Million 0.22% of portfolio
700
Q3 2024 New
$1.17T
$280 Million 0.21% of portfolio
1,688
Q3 2024 Added 27.3%
$44.9B
$269 Million 0.2% of portfolio
1,891
Q3 2024 Reduced 0.05%
$164B
$212 Million 0.16% of portfolio
9,622
Q3 2024 New
$94.3B
$208 Million 0.16% of portfolio
4,079
Q3 2024 New
$141B
$203 Million 0.15% of portfolio
631
Q3 2024 New
$777M
$63.8 Million 0.05% of portfolio
16,232
Q3 2024 Added 0.62%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $133 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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