Managers / Q2 2020 · view latest →
Hoover Financial Advisors, Inc.
CIK 0001766786 · 30 LIBERTY BLVD., SUITE 200, MALVERN, PA, 19355 · 610-651-2777
Reported Value
$261M
Q2 2020
Positions
517
Filings on Record
11
2019–present window
Filed
Aug 7, 2020
original filing
Summary
Hoover Financial Advisors, Inc. reported $261M in U.S.-listed holdings across 517 positions for Q2 2020.
Its largest position, Vanguard Scottsdale Fds, represents 14.6% of the portfolio.
Compared with Q1 2020, the fund opened 433 new positions and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 64.0% · $167M
- Common Stock · 34.7% · $91M
- Other · 0.7% · $2M
- REIT · 0.2% · $644,000
- ADR · 0.2% · $490,000
- Other · 0.2% · $542,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2021 | $562M | 678 | Jul 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $533M | 626 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $401M | 522 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $303M | 198 | Oct 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $261M | 517 | Aug 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $181M | 84 | Apr 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $205M | 90 | Jan 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $112M | 60 | Oct 23, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $109M | 62 | Aug 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $105M | 64 | Apr 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $91M | 61 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.