$90.7 Million is the total value of Hoover Financial Advisors, Inc.'s 61 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $19,699,000 | – | 146,475 | +100.0% | 21.72% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $15,989,000 | – | 164,666 | +100.0% | 17.62% | – |
| JNJ | New | JOHNSON & JOHNSON | $9,572,000 | – | 74,170 | +100.0% | 10.55% | – |
| SYK | New | STRYKER CORP | $4,851,000 | – | 30,946 | +100.0% | 5.35% | – |
| IWR | New | ISHARES TRrus mid cap etf | $4,529,000 | – | 97,438 | +100.0% | 4.99% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $4,127,000 | – | 42,101 | +100.0% | 4.55% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $2,806,000 | – | 21,435 | +100.0% | 3.09% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $2,533,000 | – | 10,136 | +100.0% | 2.79% | – |
| AAPL | New | APPLE INC | $1,966,000 | – | 12,463 | +100.0% | 2.17% | – |
| XOM | New | EXXON MOBIL CORP | $1,378,000 | – | 20,209 | +100.0% | 1.52% | – |
| CPB | New | CAMPBELL SOUP CO | $1,283,000 | – | 38,896 | +100.0% | 1.41% | – |
| PG | New | PROCTER AND GAMBLE CO | $1,263,000 | – | 13,743 | +100.0% | 1.39% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $1,168,000 | – | 8,846 | +100.0% | 1.29% | – |
| AMGN | New | AMGEN INC | $1,118,000 | – | 5,744 | +100.0% | 1.23% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $979,000 | – | 9,999 | +100.0% | 1.08% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $869,000 | – | 4,254 | +100.0% | 0.96% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $860,000 | – | 5,573 | +100.0% | 0.95% | – |
| MRK | New | MERCK & CO INC | $697,000 | – | 9,120 | +100.0% | 0.77% | – |
| PFE | New | PFIZER INC | $687,000 | – | 15,750 | +100.0% | 0.76% | – |
| BA | New | BOEING CO | $605,000 | – | 1,876 | +100.0% | 0.67% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $565,000 | – | 5,085 | +100.0% | 0.62% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $562,000 | – | 14,717 | +100.0% | 0.62% | – |
| KO | New | COCA COLA CO | $547,000 | – | 11,546 | +100.0% | 0.60% | – |
| MDT | New | MEDTRONIC PLC | $536,000 | – | 5,895 | +100.0% | 0.59% | – |
| WTR | New | AQUA AMERICA INC | $533,000 | – | 15,578 | +100.0% | 0.59% | – |
| AMZN | New | AMAZON COM INC | $518,000 | – | 345 | +100.0% | 0.57% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $496,000 | – | 3,705 | +100.0% | 0.55% | – |
| MSFT | New | MICROSOFT CORP | $468,000 | – | 4,609 | +100.0% | 0.52% | – |
| SEIC | New | SEI INVESTMENTS CO | $467,000 | – | 10,117 | +100.0% | 0.52% | – |
| WMT | New | WALMART INC | $440,000 | – | 4,725 | +100.0% | 0.48% | – |
| KMB | New | KIMBERLY CLARK CORP | $432,000 | – | 3,791 | +100.0% | 0.48% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $426,000 | – | 1,694 | +100.0% | 0.47% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $424,000 | – | 11,435 | +100.0% | 0.47% | – |
| RPM | New | RPM INTL INC | $406,000 | – | 6,907 | +100.0% | 0.45% | – |
| BAC | New | BANK AMER CORP | $406,000 | – | 16,469 | +100.0% | 0.45% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $394,000 | – | 5,053 | +100.0% | 0.43% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $370,000 | – | 13,037 | +100.0% | 0.41% | – |
| T | New | AT&T INC | $369,000 | – | 12,946 | +100.0% | 0.41% | – |
| GLD | New | SPDR GOLD TRUST | $359,000 | – | 2,963 | +100.0% | 0.40% | – |
| VOO | New | VANGUARD INDEX FDS | $356,000 | – | 1,549 | +100.0% | 0.39% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $324,000 | – | 310 | +100.0% | 0.36% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $282,000 | – | 1,209 | +100.0% | 0.31% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $278,000 | – | 268 | +100.0% | 0.31% | – |
| AEP | New | AMERICAN ELEC PWR INC | $274,000 | – | 3,665 | +100.0% | 0.30% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $273,000 | – | 2,403 | +100.0% | 0.30% | – |
| DWDP | New | DOWDUPONT INC | $271,000 | – | 5,062 | +100.0% | 0.30% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $253,000 | – | 2,557 | +100.0% | 0.28% | – |
| PM | New | PHILIP MORRIS INTL INC | $251,000 | – | 3,758 | +100.0% | 0.28% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $249,000 | – | 822 | +100.0% | 0.27% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $239,000 | – | 7,024 | +100.0% | 0.26% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $238,000 | – | 4,821 | +100.0% | 0.26% | – |
| PPL | New | PPL CORP | $238,000 | – | 8,415 | +100.0% | 0.26% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $234,000 | – | 3,388 | +100.0% | 0.26% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $230,000 | – | 923 | +100.0% | 0.25% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $219,000 | – | 3,152 | +100.0% | 0.24% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $213,000 | – | 5,587 | +100.0% | 0.24% | – |
| MO | New | ALTRIA GROUP INC | $207,000 | – | 4,190 | +100.0% | 0.23% | – |
| FRBA | New | FIRST BANK WILLIAMSTOWN NJ | $146,000 | – | 12,065 | +100.0% | 0.16% | – |
| GE | New | GENERAL ELECTRIC CO | $128,000 | – | 16,915 | +100.0% | 0.14% | – |
| ZNGA | New | ZYNGA INCcl a | $72,000 | – | 18,281 | +100.0% | 0.08% | – |
| INFU | New | INFUSYSTEM HLDGS INC | $44,000 | – | 12,700 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2021 | 24.3% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2021 | 19.2% |
| JOHNSON & JOHNSON | 11 | Q2 2021 | 10.8% |
| INVESCO QQQ TR | 11 | Q2 2021 | 17.9% |
| ISHARES TR | 11 | Q2 2021 | 5.4% |
| WEST PHARMACEUTICAL SVSC INC | 11 | Q2 2021 | 5.2% |
| STRYKER CORPORATION | 11 | Q2 2021 | 5.6% |
| ISHARES TR | 11 | Q2 2021 | 3.1% |
| APPLE INC | 11 | Q2 2021 | 2.3% |
| SPDR S&P 500 ETF TR | 11 | Q2 2021 | 2.9% |
View Hoover Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-07-28 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-08-07 |
| 13F-HR | 2020-04-23 |
| 13F-HR | 2020-01-28 |
| 13F-HR | 2019-10-23 |
| 13F-HR | 2019-08-12 |
| 13F-HR | 2019-04-05 |
View Hoover Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.