News + Filings Holdings
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Hoover Financial Advisors, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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AT&T CORP
| T | Common | 885,314 | -131,935 | 25,479,000 | -7,337,000 | 4.53 | |
Hist
| 06/30/2021 |
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JOHNSON & JOHNSON
| JNJ | Common | 85,227 | -1,034 | 14,040,000 | -528,000 | 2.50 | 0.00 |
Hist
| 06/30/2021 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 161,888 | -5,455 | 12,770,000 | -438,000 | 2.27 | |
Hist
| 06/30/2021 |
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LISTED FD TR
| OVB | Common | 112,252 | -19,084 | 2,950,000 | -434,000 | 0.53 | |
Hist
| 06/30/2021 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 78 | -1,966 | 9,000 | -224,000 | 0.00 | |
Hist
| 06/30/2021 |
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SCHWAB STRATEGIC TRUST
| SCHV | Common | 127,633 | -1,354 | 8,726,000 | -112,000 | 1.55 | |
Hist
| 06/30/2021 |
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SPDR SERIES TRUST
| CWB | Common | 2,437 | -1,171 | 211,000 | -85,000 | 0.04 | |
Hist
| 06/30/2021 |
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Innovator ETFs Trust
| PNOV | Common | 734 | -2,200 | 22,000 | -66,000 | 0.00 | |
Hist
| 06/30/2021 |
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Medtronic plc
| MDT | COM | 5,745 | -352 | 713,000 | -50,000 | 0.13 | 0.00 |
Hist
| 06/30/2021 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 844 | -563 | 72,000 | -48,000 | 0.01 | |
Hist
| 06/30/2021 |
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SCHWAB US LC ETF
| SCHX | Equities | 1,243 | -520 | 129,000 | -48,000 | 0.02 | |
Hist
| 06/30/2021 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 6,306 | -28 | 1,044,000 | -46,000 | 0.19 | |
Hist
| 06/30/2021 |
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DOCUSIGN, INC.
| DOCU | COM | 158 | -274 | 44,000 | -41,000 | 0.01 | 0.00 |
Hist
| 06/30/2021 |
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AMERICAN INTERNATIONAL GROUP, INC.
| AIG | COM | 191 | -695 | 9,000 | -36,000 | 0.00 | 0.00 |
Hist
| 06/30/2021 |
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SELECT SECTOR SPDR TRUST
| XLK | COM | 4 | -249 | 1,000 | -33,000 | 0.00 | |
Hist
| 06/30/2021 |
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VANGUARD SCOTTSDALE FUNDS
| VTWO | Common | 1,124 | -414 | 104,000 | -32,000 | 0.02 | |
Hist
| 06/30/2021 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 36,856 | -739 | 1,899,000 | -28,000 | 0.34 | |
Hist
| 06/30/2021 |
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NORFOLK SOUTHERN CORP
| NSC | Common | 217 | -78 | 58,000 | -27,000 | 0.01 | 0.00 |
Hist
| 06/30/2021 |
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Philip Morris International Inc.
| PM | Common | 2,791 | -326 | 277,000 | -26,000 | 0.05 | 0.00 |
Hist
| 06/30/2021 |
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iSHARES TRUST
| EEM | Common | 36,422 | -1,574 | 2,009,000 | -26,000 | 0.36 | |
Hist
| 06/30/2021 |
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iSHARES TRUST
| ITA | Common | 14 | -241 | 2,000 | -25,000 | 0.00 | |
Hist
| 06/30/2021 |
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MICRON TECHNOLOGY INC
| MU | Common | 6 | -320 | 1,000 | -25,000 | 0.00 | 0.00 |
Hist
| 06/30/2021 |
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VANGUARD WORLD FUND
| VCR | Common | 15 | -77 | 5,000 | -23,000 | 0.00 | |
Hist
| 06/30/2021 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 1,142 | -269 | 94,000 | -22,000 | 0.02 | |
Hist
| 06/30/2021 |
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Alibaba Group Holding Ltd
| BABA | SPONSORED ADS | 1,292 | -122 | 293,000 | -20,000 | 0.05 | |
Hist
| 06/30/2021 |
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ISHARES GOLD TRUST
| IAU | ISHARES | 1,400 | -2,000 | 47,000 | -13,000 | 0.01 | |
Hist
| 06/30/2021 |
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CDK Global, Inc.
| CDK | COM | 1,112 | -166 | 55,000 | -12,000 | 0.01 | 0.00 |
Hist
| 06/30/2021 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 9,907 | -86 | 1,534,000 | -12,000 | 0.27 | |
Hist
| 06/30/2021 |
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VANGUARD MALVERN FUNDS
| VTIP | Common | 8,717 | -264 | 457,000 | -12,000 | 0.08 | |
Hist
| 06/30/2021 |
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LOWES COMPANIES INC
| LOW | Common | 626 | -19 | 121,000 | -11,000 | 0.02 | 0.00 |
Hist
| 06/30/2021 |
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Corteva, Inc.
| CTVA | Common Stock | 470 | -178 | 21,000 | -10,000 | 0.00 | 0.00 |
Hist
| 06/30/2021 |
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CONSOLIDATED EDISON INC
| ED | Common | 951 | -25 | 68,000 | -9,000 | 0.01 | 0.00 |
Hist
| 06/30/2021 |
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JOHN HANCOCK EXCHANGE TRADED
| JHMD | Common | 635 | -219 | 21,000 | -8,000 | 0.00 | |
Hist
| 06/30/2021 |
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DBX ETF TRUST
| HYLB | Common | 124 | -189 | 5,000 | -8,000 | 0.00 | |
Hist
| 06/30/2021 |
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INVESCO EXCHANGE TRADED FD T
| RSP | Common | 29 | -51 | 4,000 | -8,000 | 0.00 | |
Hist
| 06/30/2021 |
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