HoyleCohen, LLC holdings history

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385 is the total number of securities HoyleCohen, LLC has owned. The longest HoyleCohen, LLC has owned a single stock is 24 quarters.

HoyleCohen, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC24246.53%9.31%12.72%Q4 2017Q3 202324
MSFT MICROSOFT CORP24242.67%4.06%5.05%Q4 2017Q3 202324
GOOGL ALPHABET INC24242.04%2.40%2.95%Q4 2017Q3 202324
AMZN AMAZON COM INC24241.42%2.34%3.50%Q4 2017Q3 202324
JNJ JOHNSON & JOHNSON24241.62%2.24%2.77%Q4 2017Q3 202324
V VISA INC24241.50%2.24%2.99%Q4 2017Q3 202324
BRKB BERKSHIRE HATHAWAY INC...24241.43%2.19%2.71%Q4 2017Q3 202324
QCOM QUALCOMM INC24241.13%1.94%2.54%Q4 2017Q3 202324
GOOG ALPHABET INC24241.48%1.86%2.40%Q4 2017Q3 202324
NEE NEXTERA ENERGY INC24240.96%1.68%2.35%Q4 2017Q3 202324
CVX CHEVRON CORP NEW24240.94%1.67%2.42%Q4 2017Q3 202324
BLK BLACKROCK INC24241.37%1.64%2.12%Q4 2017Q3 202324
FB META PLATFORMS INC24240.38%1.54%2.67%Q4 2017Q3 202324
TSLA TESLA INC24240.31%1.52%3.16%Q4 2017Q3 202324
COST COSTCO WHSL CORP NEW24240.94%1.48%1.86%Q4 2017Q3 202324
UNP UNION PACIFIC CORP24240.91%1.35%1.76%Q4 2017Q3 202324
JPM JPMORGAN CHASE & CO24240.99%1.33%1.78%Q4 2017Q3 202324
PG PROCTER & GAMBLE CO24240.99%1.29%1.50%Q4 2017Q3 202324
VZ VERIZON COMMUNICATIONS...24240.67%1.26%1.88%Q4 2017Q3 202324
OKE ONEOK INC NEW24240.68%1.25%2.14%Q4 2017Q3 202324
INTC INTEL CORP24240.11%1.19%2.16%Q4 2017Q3 202324
EPD ENTERPRISE PRODS PARTN...24240.68%1.18%1.83%Q4 2017Q3 202324
D DOMINION ENERGY INC24240.34%1.09%1.93%Q4 2017Q3 202324
SCHA SCHWAB STRATEGIC TR24240.07%1.00%2.56%Q4 2017Q3 202324
XOM EXXON MOBIL CORP24240.42%0.95%1.70%Q4 2017Q3 202324
SPG SIMON PPTY GROUP INC NEW24240.42%0.92%1.78%Q4 2017Q3 202324
BAC BK OF AMERICA CORP24240.52%0.89%1.25%Q4 2017Q3 202324
GS GOLDMAN SACHS GROUP INC24240.67%0.87%1.40%Q4 2017Q3 202324
ABBV ABBVIE INC24240.48%0.87%1.39%Q4 2017Q3 202324
HON HONEYWELL INTL INC24240.69%0.86%1.02%Q4 2017Q3 202324
BA BOEING CO24240.28%0.80%1.54%Q4 2017Q3 202324
MRK MERCK & CO. INC24240.28%0.76%1.27%Q4 2017Q3 202324
AMT AMERICAN TOWER CORP NEW24240.40%0.75%1.20%Q4 2017Q3 202324
KO COCA COLA CO24240.43%0.74%1.08%Q4 2017Q3 202324
ABT ABBOTT LABS24240.55%0.71%0.93%Q4 2017Q3 202324
KMI KINDER MORGAN INC DEL24240.44%0.70%0.95%Q4 2017Q3 202324
GILD GILEAD SCIENCES INC24240.15%0.68%1.34%Q4 2017Q3 202324
DIS DISNEY WALT CO24240.40%0.68%0.91%Q4 2017Q3 202324
ISRG INTUITIVE SURGICAL INC24240.47%0.68%0.83%Q4 2017Q3 202324
BDX BECTON DICKINSON & CO24240.21%0.65%1.03%Q4 2017Q3 202324
VTR VENTAS INC24240.15%0.62%1.02%Q4 2017Q3 202324
AMAT APPLIED MATLS INC24240.31%0.58%0.92%Q4 2017Q3 202324
NVDA NVIDIA CORPORATION24240.07%0.57%1.79%Q4 2017Q3 202324
SCHF SCHWAB STRATEGIC TR24240.45%0.56%0.65%Q4 2017Q3 202324
VOO VANGUARD INDEX FDS24240.31%0.54%1.02%Q4 2017Q3 202324
MCD MCDONALDS CORP24240.33%0.53%0.68%Q4 2017Q3 202324
T AT&T INC24240.05%0.53%1.12%Q4 2017Q3 202324
BMY BRISTOL-MYERS SQUIBB CO24240.16%0.51%0.88%Q4 2017Q3 202324
DCI DONALDSON INC24240.26%0.50%0.91%Q4 2017Q3 202324
VTI VANGUARD INDEX FDS24240.11%0.48%0.93%Q4 2017Q3 202324
VWO VANGUARD INTL EQUITY I...24240.13%0.48%0.73%Q4 2017Q3 202324
NKE NIKE INC24240.34%0.47%0.59%Q4 2017Q3 202324
SPY SPDR S&P 500 ETF TR24240.32%0.45%0.52%Q4 2017Q3 202324
COP CONOCOPHILLIPS24240.19%0.42%0.88%Q4 2017Q3 202324
VIG VANGUARD SPECIALIZED F...24240.29%0.41%0.55%Q4 2017Q3 202324
NOC NORTHROP GRUMMAN CORP24240.09%0.39%1.25%Q4 2017Q3 202324
XLK SELECT SECTOR SPDR TR24240.18%0.39%0.55%Q4 2017Q3 202324
SCHW THE CHARLES SCHWAB COR...24240.19%0.37%0.71%Q4 2017Q3 202324
VXUS VANGUARD STAR FDS24240.06%0.36%0.60%Q4 2017Q3 202324
ORCL ORACLE CORP24240.03%0.33%0.64%Q4 2017Q3 202324
ATR APTARGROUP INC24240.20%0.30%0.44%Q4 2017Q3 202324
HD HOME DEPOT INC24240.25%0.30%0.41%Q4 2017Q3 202324
MDY SPDR S&P MIDCAP 400 ET...24240.19%0.29%0.38%Q4 2017Q3 202324
SCHG SCHWAB STRATEGIC TR24240.21%0.28%0.38%Q4 2017Q3 202324
MDLZ MONDELEZ INTL INC24240.14%0.27%0.42%Q4 2017Q3 202324
WFC WELLS FARGO CO NEW24240.10%0.27%0.68%Q4 2017Q3 202324
CRM SALESFORCE INC24240.02%0.26%0.50%Q4 2017Q3 202324
CSCO CISCO SYS INC24240.08%0.25%0.40%Q4 2017Q3 202324
SRE SEMPRA ENERGY24240.08%0.24%0.40%Q4 2017Q3 202324
SCHD SCHWAB STRATEGIC TR24240.15%0.23%0.36%Q4 2017Q3 202324
SCHM SCHWAB STRATEGIC TR24240.09%0.22%0.38%Q4 2017Q3 202324
CMI CUMMINS INC24240.16%0.22%0.27%Q4 2017Q3 202324
C CITIGROUP INC24240.04%0.21%0.38%Q4 2017Q3 202324
IYR ISHARES TR24240.10%0.21%0.31%Q4 2017Q3 202324
PANW PALO ALTO NETWORKS INC24240.12%0.20%0.29%Q4 2017Q3 202324
NFLX NETFLIX INC24240.06%0.20%0.35%Q4 2017Q3 202324
EEM ISHARES TR24240.10%0.19%0.30%Q4 2017Q3 202324
CAT CATERPILLAR INC DEL24240.11%0.19%0.28%Q4 2017Q3 202324
GLD SPDR GOLD TRUST24240.11%0.17%0.27%Q4 2017Q3 202324
SBUX STARBUCKS CORP24240.09%0.16%0.28%Q4 2017Q3 202324
CWT CALIFORNIA WTR SVC GROUP24240.09%0.15%0.22%Q4 2017Q3 202324
DE DEERE & CO24240.10%0.14%0.18%Q4 2017Q3 202324
PEP PEPSICO INC24240.10%0.14%0.20%Q4 2017Q3 202324
EFA ISHARES TR24240.05%0.12%0.27%Q4 2017Q3 202324
MO ALTRIA GROUP INC24240.07%0.10%0.19%Q4 2017Q3 202324
IWM ISHARES TR24240.05%0.10%0.15%Q4 2017Q3 202324
PFE PFIZER INC24240.06%0.10%0.16%Q4 2017Q3 202324
AMGN AMGEN INC24240.06%0.09%0.12%Q4 2017Q3 202324
IVV ISHARES TR24240.06%0.09%0.16%Q4 2017Q3 202324
PSA PUBLIC STORAGE24240.04%0.08%0.20%Q4 2017Q3 202324
SO SOUTHERN CO24240.03%0.08%0.18%Q4 2017Q3 202324
SCHH SCHWAB STRATEGIC TR24240.04%0.08%0.11%Q4 2017Q3 202324
ZION ZIONS BANCORPORATION N A24240.03%0.08%0.13%Q4 2017Q3 202324
ARWR ARROWHEAD PHARMACEUTIC...24240.02%0.08%0.20%Q4 2017Q3 202324
IBM INTERNATIONAL BUSINESS...24240.03%0.08%0.16%Q4 2017Q3 202324
PM PHILIP MORRIS INTL INC24240.04%0.07%0.13%Q4 2017Q3 202324
RY ROYAL BK CDA SUSTAINABL24240.04%0.07%0.10%Q4 2017Q3 202324
FAST FASTENAL CO24240.05%0.06%0.08%Q4 2017Q3 202324
VNQ VANGUARD INDEX FDS24240.04%0.06%0.08%Q4 2017Q3 202324
SCHZ SCHWAB STRATEGIC TR24240.02%0.06%0.09%Q4 2017Q3 202324
F FORD MTR CO DEL24240.01%0.04%0.16%Q4 2017Q3 202324
ECL ECOLAB INC24240.02%0.04%0.06%Q4 2017Q3 202324
SCHX SCHWAB STRATEGIC TR24240.02%0.04%0.06%Q4 2017Q3 202324
TD TORONTO DOMINION BK ONT24240.03%0.04%0.06%Q4 2017Q3 202324
AWR AMER STATES WTR CO24240.02%0.04%0.06%Q4 2017Q3 202324
MMM 3M CO23230.04%0.33%0.74%Q4 2017Q2 202323
LMT LOCKHEED MARTIN CORP23230.05%0.31%0.60%Q1 2018Q3 202323
IJR ISHARES TR2120.14%0.21%0.28%Q4 2017Q3 202323
NSC NORFOLK SOUTHN CORP2210.07%0.09%0.11%Q4 2017Q3 202323
GD GENERAL DYNAMICS CORP2120.05%0.09%0.14%Q4 2017Q3 202323
MMP MAGELLAN MIDSTREAM PRT...23230.04%0.08%0.14%Q4 2017Q2 202323
WMT WALMART INC23230.04%0.06%0.10%Q1 2018Q3 202323
NVS NOVARTIS AG2120.03%0.05%0.08%Q4 2017Q3 202323
QQQ INVESCO QQQ TR22221.26%1.62%2.03%Q2 2018Q3 202322
AVGO BROADCOM INC22220.56%1.00%1.83%Q2 2018Q3 202322
VO VANGUARD INDEX FDS22220.08%0.41%0.70%Q2 2018Q3 202322
PHO INVESCO EXCHANGE TRADE...22220.22%0.30%0.37%Q2 2018Q3 202322
MDT MEDTRONIC PLC22220.08%0.24%0.34%Q2 2018Q3 202322
ADI ANALOG DEVICES INC22220.14%0.20%0.27%Q2 2018Q3 202322
LLY LILLY ELI & CO22220.10%0.16%0.27%Q2 2018Q3 202322
IDXX IDEXX LABS INC22220.05%0.08%0.10%Q2 2018Q3 202322
ADBE ADOBE SYSTEMS INCORPOR...1930.04%0.07%0.13%Q1 2018Q3 202322
RYT INVESCO EXCHANGE TRADE...22220.03%0.05%0.08%Q2 2018Q3 202322
MIDD MIDDLEBY CORP1390.02%0.04%0.06%Q4 2017Q3 202322
VBR VANGUARD INDEX FDS1920.09%0.26%0.57%Q2 2018Q3 202321
STZ CONSTELLATION BRANDS INC21210.04%0.23%0.38%Q3 2018Q3 202321
PSX PHILLIPS 661810.02%0.18%0.40%Q4 2017Q3 202321
EW EDWARDS LIFESCIENCES CORP1910.04%0.08%0.17%Q1 2018Q3 202321
DUK DUKE ENERGY CORP NEW1380.02%0.04%0.06%Q2 2018Q3 202321
ROP ROPER TECHNOLOGIES INC1920.03%0.04%0.05%Q2 2018Q3 202321
PGHY INVESCO EXCH TRADED FD...1470.02%0.03%0.04%Q2 2018Q3 202321
VB VANGUARD INDEX FDS20200.52%0.94%2.43%Q4 2018Q3 202320
VEA VANGUARD TAX-MANAGED I...20200.25%0.91%3.16%Q4 2018Q3 202320
VTV VANGUARD INDEX FDS20200.25%0.69%1.32%Q4 2018Q3 202320
VUG VANGUARD INDEX FDS20200.14%0.58%1.16%Q4 2018Q3 202320
BABA ALIBABA GROUP HLDG LTD20200.02%0.44%0.85%Q4 2017Q3 202220
VT VANGUARD INTL EQUITY I...20200.14%0.30%0.58%Q4 2018Q3 202320
XLV SELECT SECTOR SPDR TR1820.05%0.09%0.16%Q4 2017Q3 202320
ET ENERGY TRANSFER LP20200.01%0.05%0.15%Q4 2018Q3 202320
TGT TARGET CORP1410.04%0.05%0.06%Q1 2018Q3 202320
CTAS CINTAS CORP1420.03%0.04%0.05%Q2 2018Q3 202320
FISV FISERV INC20200.03%0.04%0.05%Q4 2018Q3 202320
LRCX LAM RESEARCH CORP19190.05%0.17%0.26%Q1 2019Q3 202319
SCHE SCHWAB STRATEGIC TR19190.04%0.13%0.26%Q1 2019Q3 202319
SQ SQUARE INC19190.03%0.11%0.22%Q1 2019Q3 202319
ROST ROSS STORES INC19190.05%0.10%0.21%Q1 2019Q3 202319
SYY SYSCO CORP19190.05%0.07%0.11%Q1 2019Q3 202319
FOCS FOCUS FINL PARTNERS INC18180.11%0.27%0.52%Q1 2019Q2 202318
XLI SELECT SECTOR SPDR TR18180.05%0.08%0.12%Q2 2019Q3 202318
XLY SELECT SECTOR SPDR TR18180.05%0.07%0.09%Q2 2019Q3 202318
XLP SELECT SECTOR SPDR TR18180.04%0.06%0.09%Q2 2019Q3 202318
XLE SELECT SECTOR SPDR TR1210.04%0.05%0.08%Q4 2017Q3 202318
DIA SPDR DOW JONES INDL AV...840.02%0.05%0.11%Q2 2018Q3 202318
XLB SELECT SECTOR SPDR TR18180.04%0.04%0.06%Q2 2019Q3 202318
XLU SELECT SECTOR SPDR TR18180.02%0.04%0.07%Q2 2019Q3 202318
BX BLACKSTONE INC17170.61%1.08%1.57%Q3 2019Q3 202317
NXPI NXP SEMICONDUCTORS N V17170.04%0.30%0.45%Q3 2019Q3 202317
DEI DOUGLAS EMMETT INC17170.07%0.18%0.27%Q4 2017Q4 202117
CVS CVS HEALTH CORP1250.07%0.11%0.14%Q4 2017Q1 202217
BND VANGUARD BD INDEX FDS1610.03%0.05%0.08%Q4 2018Q3 202317
PEAK HEALTHPEAK PROPERTIES INC16160.09%0.42%1.02%Q4 2019Q3 202316
GPN GLOBAL PMTS INC1510.04%0.25%0.59%Q3 2019Q3 202316
FDX FEDEX CORP16160.03%0.12%0.22%Q1 2018Q4 202116
XLF SELECT SECTOR SPDR TR1330.03%0.09%0.16%Q2 2019Q3 202316
LSI LIFE STORAGE INC16160.04%0.06%0.08%Q3 2019Q2 202316
AKTS AKOUSTIS TECHNOLOGIES INC16160.00%0.02%0.05%Q4 2019Q3 202316
LVS LAS VEGAS SANDS CORP15150.02%0.13%0.24%Q4 2017Q2 202115
ULTA ULTA BEAUTY INC15150.04%0.12%0.42%Q1 2020Q3 202315
UNH UNITEDHEALTH GROUP INC15150.04%0.05%0.08%Q1 2020Q3 202315
SDY SPDR SER TR1140.02%0.04%0.06%Q1 2019Q3 202315
TRP TC ENERGY CORP15150.02%0.04%0.06%Q2 2019Q4 202215
SPGI S&P GLOBAL INC1410.03%0.03%0.04%Q4 2019Q3 202315
SUSA ISHARES TR1410.02%0.03%0.03%Q4 2019Q3 202315
PSNL PERSONALIS INC15150.00%0.02%0.06%Q1 2020Q3 202315
RTX RTX CORPORATION14140.46%0.60%0.76%Q2 2020Q3 202314
GE GENERAL ELECTRIC CO14140.08%0.29%0.96%Q4 2017Q1 202114
CRWD CROWDSTRIKE HLDGS INC14140.04%0.13%0.27%Q2 2020Q3 202314
WM WASTE MGMT INC DEL1220.02%0.03%0.04%Q2 2019Q3 202314
O REALTY INCOME CORP950.02%0.03%0.04%Q4 2018Q2 202314
WIP SPDR SER TR13130.40%0.63%0.96%Q3 2020Q3 202313
AES AES CORP13130.10%0.22%0.29%Q3 2020Q3 202313
BKLN INVESCO EXCH TRADED FD...13130.04%0.12%0.21%Q3 2020Q3 202313
AMD ADVANCED MICRO DEVICES...13130.04%0.09%0.15%Q3 2020Q3 202313
JPST J P MORGAN EXCHANGE-TR...13130.04%0.08%0.15%Q3 2020Q3 202313
RNP COHEN & STEERS REIT & ...13130.03%0.04%0.07%Q3 2020Q3 202313
HYT BLACKROCK CORPOR HI YL...13130.02%0.04%0.06%Q3 2020Q3 202313
MCHP MICROCHIP TECHNOLOGY INC.1210.02%0.03%0.04%Q2 2020Q3 202313
TCON TRACON PHARMACEUTICALS...13130.00%0.01%0.02%Q3 2020Q3 202313
RSP INVESCO EXCHANGE TRADE...12120.54%0.76%0.94%Q4 2020Q3 202312
TMO THERMO FISHER SCIENTIF...1110.03%0.61%0.76%Q4 2019Q3 202312
WPC WP CAREY INC12120.25%0.60%0.90%Q4 2020Q3 202312
ACN ACCENTURE PLC IRELAND12120.42%0.51%0.58%Q4 2020Q3 202312
DGX QUEST DIAGNOSTICS INC12120.34%0.42%0.50%Q4 2020Q3 202312
PFG PRINCIPAL FINANCIAL GR...12120.28%0.40%0.52%Q4 2020Q3 202312
BXMT BLACKSTONE MTG TR INC12120.23%0.35%0.46%Q3 2020Q2 202312
XYL XYLEM INC12120.26%0.35%0.42%Q4 2020Q3 202312
GM GENERAL MTRS CO12120.16%0.21%0.29%Q4 2020Q3 202312
NBL NOBLE ENERGY INC12120.02%0.19%0.39%Q4 2017Q3 202012
ETN EATON CORP PLC12120.03%0.14%0.46%Q4 2020Q3 202312
STM STMICROELECTRONICS N V1110.09%0.13%0.20%Q3 2020Q3 202312
GIS GENERAL MLS INC1110.06%0.10%0.24%Q4 2017Q3 202312
AXP AMERICAN EXPRESS CO12120.04%0.05%0.07%Q4 2020Q3 202312
XLC SELECT SECTOR SPDR TR12120.02%0.04%0.06%Q4 2020Q3 202312
EQIX EQUINIX INC12120.02%0.04%0.05%Q4 2020Q3 202312
TSM TAIWAN SEMICONDUCTOR M...1110.03%0.03%0.04%Q3 2020Q3 202312
MS MORGAN STANLEY1110.03%0.03%0.04%Q4 2019Q3 202312
HALO HALOZYME THERAPEUTICS INC12120.02%0.03%0.05%Q4 2020Q3 202312
YUMC YUM CHINA HLDGS INC660.02%0.03%0.04%Q3 2020Q3 202312
VYM VANGUARD WHITEHALL FDS12120.02%0.02%0.03%Q4 2020Q3 202312
SMMT SUMMIT THERAPEUTICS INC12120.00%0.01%0.02%Q4 2020Q3 202312
PCY INVESCO EXCH TRADED FD...11110.02%0.37%0.76%Q3 2020Q1 202311
UPS UNITED PARCEL SERVICE INC11110.04%0.34%0.44%Q1 2021Q3 202311
VGK VANGUARD INTL EQUITY I...810.21%0.24%0.31%Q3 2020Q3 202311
BKNG BOOKING HOLDINGS INC11110.11%0.17%0.21%Q1 2021Q3 202311
AGG ISHARES TR11110.04%0.09%0.15%Q1 2021Q3 202311
YUM YUM BRANDS INC11110.07%0.08%0.10%Q1 2021Q3 202311
IJH ISHARES TR11110.02%0.08%0.14%Q1 2021Q3 202311
CSX CSX CORP11110.05%0.06%0.07%Q1 2021Q3 202311
NVO NOVO-NORDISK A S11110.03%0.05%0.07%Q1 2021Q3 202311
HUM HUMANA INC11110.03%0.03%0.04%Q1 2021Q3 202311
XLRE SELECT SECTOR SPDR TR11110.02%0.03%0.04%Q1 2021Q3 202311
TXN TEXAS INSTRS INC11110.02%0.02%0.03%Q1 2021Q3 202311
AMRN AMARIN CORP PLC740.00%0.02%0.07%Q4 2017Q2 202211
VIRX VIRACTA THERAPEUTICS INC11110.00%0.01%0.01%Q1 2021Q3 202311
UTX UNITED TECHNOLOGIES CORP10101.18%1.55%1.82%Q4 2017Q1 202010
LIN LINDE PLC10100.36%0.50%0.61%Q3 2020Q4 202210
ACWI ISHARES TR640.03%0.13%0.25%Q4 2018Q3 202310
WTRG ESSENTIAL UTILS INC10100.09%0.13%0.23%Q1 2020Q2 202210
TEVA TEVA PHARMACEUTICAL IN...10100.02%0.11%0.23%Q4 2017Q1 202010
DFAC DIMENSIONAL ETF TRUST10100.05%0.06%0.07%Q2 2021Q3 202310
CMCSA COMCAST CORP NEW610.02%0.05%0.08%Q4 2017Q3 202310
BNDX VANGUARD CHARLOTTE FDS640.02%0.03%0.06%Q3 2020Q3 202310
PFF ISHARES TR820.02%0.03%0.04%Q3 2019Q1 202210
MTSI MACOM TECH SOLUTIONS H...550.02%0.02%0.03%Q1 2021Q3 202310
MA MASTERCARD INCORPORATED820.02%0.02%0.03%Q3 2020Q1 202310
INFN INFINERA CORP730.01%0.02%0.03%Q1 2021Q3 202310
AMLP ALPS ETF TR990.16%0.28%0.33%Q4 2017Q4 20199
VNO VORNADO RLTY TR990.17%0.28%0.39%Q4 2017Q4 20199
WTR AQUA AMERICA INC990.19%0.21%0.25%Q4 2017Q4 20199
OXY OCCIDENTAL PETE CORP DEL990.09%0.21%0.28%Q4 2017Q4 20199
DIMENSIONAL ETF TRUST990.06%0.08%0.09%Q3 2021Q3 20239
PLD PROLOGIS INC.990.02%0.07%0.11%Q4 2020Q4 20229
TIP ISHARES TR990.04%0.07%0.11%Q1 2021Q1 20239
GENERAL ELECTRIC CO990.06%0.07%0.09%Q3 2021Q3 20239
EOG EOG RES INC990.04%0.06%0.08%Q4 2017Q4 20199
PYPL PAYPAL HLDGS INC810.02%0.05%0.06%Q2 2020Q3 20229
SLV ISHARES SILVER TRUST810.03%0.04%0.06%Q4 2017Q3 20209
GSK GSK PLC420.02%0.03%0.04%Q1 2019Q2 20229
STOR STORE CAP CORP810.02%0.03%0.04%Q4 2019Q1 20229
SYK STRYKER CORPORATION540.02%0.02%0.03%Q1 2021Q3 20239
HCP HCP INC880.96%1.04%1.14%Q4 2017Q3 20198
CELG CELGENE CORP880.49%0.64%0.77%Q4 2017Q3 20198
JPMB J P MORGAN EXCHANGE-TR...880.05%0.32%0.44%Q4 2021Q3 20238
THIRD COAST BANCSHARES...880.07%0.09%0.11%Q4 2021Q3 20238
LZ LEGALZOOM COM INC880.04%0.06%0.08%Q4 2021Q3 20238
EIX EDISON INTL880.05%0.06%0.06%Q4 2021Q3 20238
SNOW SNOWFLAKE INC880.03%0.05%0.06%Q4 2021Q3 20238
SCHB SCHWAB STRATEGIC TR880.04%0.04%0.04%Q4 2021Q3 20238
URI UNITED RENTALS INC880.03%0.04%0.05%Q4 2021Q3 20238
ORLY OREILLY AUTOMOTIVE INC880.02%0.03%0.04%Q4 2021Q3 20238
ADP AUTOMATIC DATA PROCESS...880.02%0.03%0.03%Q4 2021Q3 20238
PNC PNC FINL SVCS GROUP INC880.02%0.02%0.03%Q1 2021Q4 20228
DVY ISHARES TR880.02%0.02%0.02%Q1 2021Q4 20228
NAC NUVEEN CA QUALTY MUN I...880.01%0.01%0.02%Q4 2021Q3 20238
EMXC ISHARES INC770.30%0.36%0.46%Q1 2022Q3 20237
OAK OAKTREE CAP GROUP LLC770.19%0.21%0.27%Q4 2017Q2 20197
TTE TOTAL SE770.06%0.09%0.13%Q3 2020Q1 20227
FLOT ISHARES TR770.05%0.06%0.08%Q1 2022Q3 20237
HYG ISHARES TR770.02%0.04%0.06%Q1 2022Q3 20237
ICLN ISHARES TR770.02%0.03%0.04%Q1 2022Q3 20237
MRNA MODERNA INC520.02%0.03%0.04%Q2 2021Q1 20237
ITOT ISHARES TR320.02%0.02%0.03%Q3 2021Q3 20237
TJX TJX COS INC NEW520.02%0.02%0.03%Q4 2021Q3 20237
ROK ROCKWELL AUTOMATION INC430.02%0.02%0.02%Q2 2021Q2 20237
CAPITAL GROUP GROWTH ETF660.02%0.77%1.24%Q2 2022Q3 20236
BX BLACKSTONE GROUP L P660.38%0.44%0.47%Q4 2017Q1 20196
GXC SPDR INDEX SHS FDS660.18%0.26%0.31%Q3 2020Q4 20216
BWA BORGWARNER INC660.13%0.15%0.17%Q3 2021Q4 20226
IVE ISHARES TR660.05%0.06%0.06%Q2 2022Q3 20236
TRP TRANSCANADA CORP660.05%0.06%0.07%Q4 2017Q1 20196
EDIT EDITAS MEDICINE INC510.02%0.04%0.07%Q2 2020Q4 20216
ZM ZOOM VIDEO COMMUNICATI...510.02%0.04%0.07%Q2 2020Q4 20216
WRK WESTROCK CO660.03%0.04%0.05%Q4 2020Q1 20226
OBLN OBALON THERAPEUTICS INC660.01%0.03%0.06%Q1 2018Q2 20196
TWLO TWILIO INC660.02%0.03%0.03%Q3 2020Q4 20216
LITE LUMENTUM HLDGS INC660.02%0.02%0.03%Q1 2021Q2 20226
HDV ISHARES TR660.02%0.02%0.02%Q2 2022Q3 20236
WARNER BROS DISCOVERY INC660.01%0.02%0.02%Q2 2022Q3 20236
APHB AMPLIPHI BIOSCIENCES CORP660.00%0.00%0.00%Q4 2017Q1 20196
AMPE AMPIO PHARMACEUTICALS INC660.00%0.00%0.00%Q1 2021Q2 20226
CAPITAL GROUP GBL GROW...550.02%1.51%1.90%Q3 2022Q3 20235
BRKA BERKSHIRE HATHAWAY INC...320.06%1.48%3.64%Q4 2017Q2 20215
FOXA TWENTY FIRST CENTY FOX...550.08%0.10%0.12%Q4 2017Q4 20185
IJJ ISHARES TR550.08%0.10%0.11%Q4 2018Q4 20195
PARR PAR PACIFIC HOLDINGS INC550.03%0.04%0.04%Q2 2018Q2 20195
ARKG ARK ETF TR550.02%0.03%0.04%Q1 2021Q1 20225
PING PING IDENTITY HLDG CORP320.02%0.02%0.03%Q1 2021Q3 20225
ZS ZSCALER INC550.02%0.02%0.02%Q3 2021Q3 20225
UGI UGI CORP NEW410.02%0.02%0.02%Q1 2021Q2 20225
AFIF TWO RDS SHARED TR550.02%0.02%0.03%Q3 2022Q3 20235
VFH VANGUARD WORLD FDS550.02%0.02%0.02%Q1 2021Q1 20225
ILCB ISHARES TR320.02%0.02%0.02%Q3 2021Q3 20235
NUV NUVEEN MUN VALUE FD INC320.01%0.02%0.02%Q1 2020Q2 20215
CAPITAL GROUP DIVIDEND...440.59%0.72%0.82%Q4 2022Q3 20234
IWV ISHARES TR440.14%0.14%0.15%Q4 2022Q3 20234
BAM BROOKFIELD ASSET MGMT INC440.10%0.12%0.13%Q3 2019Q2 20204
JEPI J P MORGAN EXCHANGE TR...440.02%0.10%0.16%Q4 2022Q3 20234
FXI ISHARES TR440.06%0.08%0.11%Q1 2021Q4 20214
IWD ISHARES TR440.06%0.06%0.07%Q4 2022Q3 20234
DXC DXC TECHNOLOGY CO210.04%0.06%0.07%Q4 2017Q1 20194
IJS ISHARES TR220.02%0.05%0.13%Q2 2022Q3 20234
EFG ISHARES TR440.04%0.04%0.04%Q4 2022Q3 20234
VAR VARIAN MED SYS INC310.03%0.03%0.04%Q4 2019Q1 20214
VONG VANGUARD SCOTTSDALE FDS440.03%0.03%0.03%Q4 2022Q3 20234
CPRX CATALYST PHARMACEUTICA...440.02%0.03%0.03%Q4 2017Q3 20184
SHOP SHOPIFY INC440.02%0.02%0.03%Q1 2021Q4 20214
PD PAGERDUTY INC310.02%0.02%0.03%Q1 2021Q1 20234
UL UNILEVER PLC440.02%0.02%0.02%Q1 2022Q4 20224
WELL WELLTOWER INC440.02%0.02%0.02%Q4 2020Q3 20214
CHD CHURCH & DWIGHT INC210.02%0.02%0.03%Q3 2020Q2 20234
LOW LOWES COS INC310.02%0.02%0.02%Q4 2021Q3 20234
DFAS DIMENSIONAL ETF TRUST440.02%0.02%0.02%Q4 2021Q3 20224
FRC FIRST REP BK SAN FRANC...440.02%0.02%0.02%Q1 2021Q4 20214
BMYRT BRISTOL-MYERS SQUIBB CO440.01%0.02%0.02%Q4 2019Q3 20204
LINDE PLC330.60%0.62%0.64%Q1 2023Q3 20233
MINT PIMCO ETF TR330.14%0.27%0.40%Q4 2017Q2 20183
WDAY WORKDAY INC330.23%0.23%0.24%Q1 2023Q3 20233
UHT UNIVERSAL HEALTH RLTY ...210.04%0.04%0.05%Q3 2018Q4 20193
WBA WALGREENS BOOTS ALLIAN...330.02%0.03%0.04%Q1 2021Q3 20213
KHC KRAFT HEINZ CO330.02%0.03%0.03%Q1 2021Q3 20213
VMW VMWARE INC330.02%0.03%0.03%Q1 2021Q3 20213
MU MICRON TECHNOLOGY INC210.02%0.02%0.02%Q1 2021Q1 20223
WRB BERKLEY W R CORP330.02%0.02%0.02%Q1 2021Q3 20213
IIVI II-VI INC330.02%0.02%0.02%Q1 2021Q3 20213
SGEN SEAGEN INC330.02%0.02%0.02%Q1 2023Q3 20233
CAPITAL GROUP CORE EQU...330.02%0.02%0.02%Q1 2023Q3 20233
OBALON THERAPEUTICS INC330.00%0.01%0.01%Q3 2019Q1 20203
QQQ POWERSHARES QQQ TRUST221.70%1.72%1.74%Q4 2017Q1 20182
PHO POWERSHARES ETF TRUST220.39%0.40%0.40%Q4 2017Q1 20182
IBLN DIREXION SHS ETF TR220.17%0.17%0.17%Q4 2017Q1 20182
ETP ENERGY TRANSFER PARTNE...220.15%0.15%0.16%Q2 2018Q3 20182
RYT RYDEX ETF TRUST220.07%0.08%0.08%Q4 2017Q1 20182
FOCS FOCUS FINL PARTNERS INC220.02%0.06%0.11%Q2 2022Q3 20222
PCG PG&E CORP220.05%0.05%0.05%Q4 2017Q1 20182
FOCS FOCUS FINL PARTNERS INC220.04%0.04%0.05%Q4 2021Q1 20222
PGHY POWERSHARES ETF TRUST II220.04%0.04%0.04%Q4 2017Q1 20182
DWDP DOWDUPONT INC110.04%0.04%0.04%Q4 2017Q2 20182
LDUR PIMCO ETF TR220.03%0.04%0.04%Q4 2020Q1 20212
WEC WEC ENERGY GROUP INC220.03%0.04%0.04%Q3 2019Q4 20192
IVW ISHARES TR220.02%0.03%0.04%Q2 2022Q3 20222
BHP BHP GROUP LTD220.02%0.02%0.02%Q2 2023Q3 20232
RIO RIO TINTO PLC220.02%0.02%0.02%Q2 2023Q3 20232
SDGR SCHRODINGER INC220.02%0.02%0.03%Q1 2021Q2 20212
IIPR INNOVATIVE INDL PPTYS INC220.02%0.02%0.02%Q4 2021Q1 20222
NVAX NOVAVAX INC220.02%0.02%0.02%Q2 2021Q3 20212
PPT PUTNAM PREMIER INCOME TR220.01%0.01%0.01%Q4 2020Q1 20212
SOMALOGIC INC220.00%0.00%0.00%Q2 2023Q3 20232
ON ON SEMICONDUCTOR CORP1117.36%17.36%17.36%Q2 2021Q2 20211
CARR CARRIER GLOBAL CORPORA...110.16%0.16%0.16%Q3 2023Q3 20231
SDS PROSHARES TR110.10%0.10%0.10%Q3 2019Q3 20191
ALPHA TAU MEDICAL LTD110.10%0.10%0.10%Q3 2023Q3 20231
DXD PROSHARES TR110.08%0.08%0.08%Q4 2019Q4 20191
NS NUSTAR ENERGY LP110.06%0.06%0.06%Q1 2018Q1 20181
CHL CHINA MOBILE LIMITED110.05%0.05%0.05%Q4 2017Q4 20171
UFI UNIFI INC110.04%0.04%0.04%Q4 2017Q4 20171
EXR EXTRA SPACE STORAGE INC110.04%0.04%0.04%Q3 2023Q3 20231
IEI ISHARES TR110.03%0.03%0.03%Q1 2022Q1 20221
VOE VANGUARD INDEX FDS110.02%0.02%0.02%Q3 2023Q3 20231
IEFA ISHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
DAL DELTA AIR LINES INC DEL110.02%0.02%0.02%Q1 2021Q1 20211
TDOC TELADOC HEALTH INC110.02%0.02%0.02%Q2 2021Q2 20211
SPIB SPDR SER TR110.02%0.02%0.02%Q1 2022Q1 20221
AXS AXIS CAP HLDGS LTD110.02%0.02%0.02%Q3 2021Q3 20211
SLB SCHLUMBERGER LTD110.02%0.02%0.02%Q1 2022Q1 20221
GE HEALTHCARE TECHNOLO...110.02%0.02%0.02%Q1 2023Q1 20231
PSQ PROSHARES TR110.02%0.02%0.02%Q4 2022Q4 20221
VOT VANGUARD INDEX FDS110.02%0.02%0.02%Q3 2023Q3 20231
OKTA OKTA INC110.02%0.02%0.02%Q4 2021Q4 20211
CHWY CHEWY INC110.02%0.02%0.02%Q1 2022Q1 20221
PRU PRUDENTIAL FINL INC110.02%0.02%0.02%Q1 2022Q1 20221
AESR TWO RDS SHARED TR110.01%0.01%0.01%Q4 2022Q4 20221
TKC TURKCELL ILETISIM HIZM...110.01%0.01%0.01%Q4 2020Q4 20201
ITEK INOTEK PHARMACEUTICALS...110.01%0.01%0.01%Q4 2017Q4 20171
RTTR RITTER PHARMACEUTICALS...110.00%0.00%0.00%Q4 2017Q4 20171
BLACKROCK CORPOR HI YL...110.00%0.00%0.00%Q3 2022Q3 20221
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The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and ALPHABET INC, are the highest-conviction holdings of HoyleCohen, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by HoyleCohen, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that HoyleCohen, LLC owns currently or has owned in the past.