$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CPB | CAMPBELL SOUP CO | $1,483,000 | +15.6% | 38,896 | 0.0% | 1.42% | +0.1% | |
| AMGN | AMGEN INC | $1,091,000 | -2.4% | 5,744 | 0.0% | 1.04% | -15.4% | |
| BA | BOEING CO | $716,000 | +18.3% | 1,876 | 0.0% | 0.68% | +2.5% | |
| PFE | PFIZER INC | $669,000 | -2.6% | 15,750 | 0.0% | 0.64% | -15.6% | |
| MDT | MEDTRONIC PLC | $537,000 | +0.2% | 5,895 | 0.0% | 0.51% | -13.2% | |
| SEIC | SEI INVESTMENTS CO | $529,000 | +13.3% | 10,117 | 0.0% | 0.50% | -1.9% | |
| IVV | ISHARES TRcore s&p500 etf | $482,000 | +13.1% | 1,694 | 0.0% | 0.46% | -2.1% | |
| RPM | RPM INTL INC | $401,000 | -1.2% | 6,907 | 0.0% | 0.38% | -14.5% | |
| GOOGL | ALPHABET INCcap stk cl a | $365,000 | +12.7% | 310 | 0.0% | 0.35% | -2.2% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $313,000 | +11.0% | 1,209 | 0.0% | 0.30% | -3.9% | |
| AEP | AMERICAN ELEC PWR CO INC | $307,000 | +12.0% | 3,665 | 0.0% | 0.29% | -3.0% | |
| UNH | UNITEDHEALTH GROUP INC | $228,000 | -0.9% | 923 | 0.0% | 0.22% | -14.2% | |
| FRBA | FIRST BANK WILLIAMSTOWN NJ | $139,000 | -4.8% | 12,065 | 0.0% | 0.13% | -17.4% | |
| ZNGA | ZYNGA INCcl a | $97,000 | +34.7% | 18,281 | 0.0% | 0.09% | +17.7% |
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.