$105 Million is the total value of Hoover Financial Advisors, Inc.'s 64 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $23,284,000 | +18.2% | 149,753 | +2.2% | 22.24% | +2.4% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $18,726,000 | +17.1% | 173,212 | +5.2% | 17.88% | +1.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $11,360,000 | +18.7% | 81,267 | +9.6% | 10.85% | +2.8% |
| IWR | Buy | ISHARES TRrus mid cap etf | $5,545,000 | +22.4% | 102,784 | +5.5% | 5.30% | +6.0% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $4,651,000 | +12.7% | 42,208 | +0.3% | 4.44% | -2.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,870,000 | +13.3% | 10,160 | +0.2% | 2.74% | -1.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,488,000 | +17.8% | 14,305 | +4.1% | 1.42% | +2.1% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $1,155,000 | +18.0% | 10,530 | +5.3% | 1.10% | +2.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $862,000 | -0.8% | 4,289 | +0.8% | 0.82% | -14.1% |
| MRK | Buy | MERCK & CO INC | $759,000 | +8.9% | 9,125 | +0.1% | 0.72% | -5.6% |
| AMZN | Buy | AMAZON COM INC | $662,000 | +27.8% | 372 | +7.8% | 0.63% | +10.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $629,000 | +11.3% | 5,096 | +0.2% | 0.60% | -3.5% |
| MSFT | Buy | MICROSOFT CORP | $564,000 | +20.5% | 4,784 | +3.8% | 0.54% | +4.5% |
| VOO | Buy | VANGUARD INDEX FDS | $419,000 | +17.7% | 1,613 | +4.1% | 0.40% | +2.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $354,000 | +27.3% | 302 | +12.7% | 0.34% | +10.5% |
| CORP | Buy | PIMCO ETF TRinv grd crp bd | $297,000 | +17.4% | 2,861 | +11.9% | 0.28% | +1.8% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $285,000 | +14.5% | 825 | +0.4% | 0.27% | -0.7% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $277,000 | +18.4% | 3,489 | +3.0% | 0.26% | +2.7% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $275,000 | +15.5% | 5,020 | +4.1% | 0.26% | +0.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $244,000 | +11.4% | 3,162 | +0.3% | 0.23% | -3.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $242,000 | +13.6% | 5,684 | +1.7% | 0.23% | -1.7% |
| EXC | New | EXELON CORP | $211,000 | – | 4,218 | +100.0% | 0.20% | – |
| CSX | New | CSX CORP | $209,000 | – | 2,800 | +100.0% | 0.20% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $208,000 | – | 1,141 | +100.0% | 0.20% | – |
| INTC | New | INTEL CORP | $204,000 | – | 3,794 | +100.0% | 0.20% | – |
| GE | Buy | GENERAL ELECTRIC CO | $173,000 | +35.2% | 17,309 | +2.3% | 0.16% | +17.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-05
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.