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HOGE FINANCIAL SERVICES, LLC
HOGE FINANCIAL SERVICES, LLC is an institution, managing $174.4M across 71 long positions as of Q3 2025 with 84% ETF concentration, 75% concentrated in top 10 holdings, and 23% allocation to IWB.
- Portfolio Value
- $174.4M
- Positions
- 71
- Top Holding
- IWB at 23.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HOGE FINANCIAL SERVICES, LLC's portfolio (74.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $40.8M | 23.39% | -$417.4K Sold | — 111.7K shares | |
ETF ETF | $20.2M | 11.57% | +$608.1K Bought | — 258.4K shares | |
ETF ETF | $17.7M | 10.17% | -$14.2K Sold | — 128.7K shares | |
ETF ETF | $11.8M | 6.78% | +$94.6K Bought | — 63.4K shares | |
ETF ETF | $10.2M | 5.87% | -$281.2K Sold | — 109.8K shares | |
ETF ETF | $10.0M | 5.76% | +$53.1K Bought | — 39.5K shares | |
ETF ETF | $8.9M | 5.12% | +$367.0K Bought | — 174.7K shares | |
ETF ETF | $4.4M | 2.55% | -$132.3K Sold | — 83.2K shares | |
ETF ETF | $3.3M | 1.90% | -$21.6K Sold | — 6.9K shares | |
Software - Infrastructure Technology | $2.9M | 1.67% | +$136.7K Bought | 0.00% 5.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HOGE FINANCIAL SERVICES, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-24.62% | |
-16.71% | |
-8.92% | |
-8.85% |
Analytics
Portfolio insights and performance metrics for HOGE FINANCIAL SERVICES, LLC
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