$984 Million is the total value of HoyleCohen, LLC's 267 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 37.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORP | $42,352,000 | +30.4% | 179,632 | +23.0% | 4.30% | +14.9% |
AMZN | Buy | AMAZON COM INC | $25,430,000 | -4.9% | 8,219 | +0.1% | 2.58% | -16.3% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $21,171,000 | +2330.7% | 212,412 | +2071.2% | 2.15% | +2052.0% |
JNJ | Buy | JOHNSON & JOHNSON | $20,771,000 | +37.1% | 126,382 | +31.3% | 2.11% | +20.8% |
QCOM | Buy | QUALCOMM INC | $20,050,000 | -9.1% | 151,218 | +4.5% | 2.04% | -19.9% |
INTC | Buy | INTEL CORP | $17,895,000 | +117.5% | 279,604 | +69.3% | 1.82% | +91.7% |
PG | Buy | PROCTER AND GAMBLE CO | $12,779,000 | +42.0% | 94,360 | +45.9% | 1.30% | +25.1% |
CVX | Buy | CHEVRON CORP NEW | $12,348,000 | +52.2% | 117,831 | +22.6% | 1.26% | +34.1% |
UNP | Buy | UNION PAC CORP | $11,814,000 | +10.0% | 53,598 | +3.9% | 1.20% | -3.1% |
AVGO | Buy | BROADCOM INC | $10,552,000 | +6.1% | 22,759 | +0.1% | 1.07% | -6.6% |
ABBV | Buy | ABBVIE INC | $9,637,000 | +1.1% | 89,050 | +0.1% | 0.98% | -11.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $9,352,000 | -0.7% | 160,821 | +0.3% | 0.95% | -12.6% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $8,746,000 | +15.9% | 61,739 | +4.4% | 0.89% | +2.2% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $8,589,000 | +15.0% | 390,063 | +2.3% | 0.87% | +1.3% |
HON | Buy | HONEYWELL INTL INC | $8,557,000 | +7.7% | 39,420 | +5.5% | 0.87% | -5.1% |
OKE | Buy | ONEOK INC NEW | $8,249,000 | +35.1% | 162,828 | +2.4% | 0.84% | +19.0% |
DIS | Buy | DISNEY WALT CO | $7,842,000 | +2.1% | 42,501 | +0.3% | 0.80% | -10.0% |
GS | Buy | GOLDMAN SACHS GROUP INC | $7,706,000 | +26.3% | 23,566 | +1.8% | 0.78% | +11.2% |
WIP | Buy | SPDR SER TRftse int gvt etf | $7,377,000 | +3.6% | 132,844 | +9.5% | 0.75% | -8.8% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $7,296,000 | -1.2% | 32,181 | +1.5% | 0.74% | -13.0% |
ABT | Buy | ABBOTT LABS | $7,229,000 | +12.7% | 60,325 | +3.0% | 0.74% | -0.7% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $7,175,000 | +83.2% | 113,661 | +80.0% | 0.73% | +61.3% |
AMAT | Buy | APPLIED MATLS INC | $6,811,000 | +55.5% | 50,983 | +0.4% | 0.69% | +37.0% |
AMT | Buy | AMERICAN TOWER CORP NEW | $6,591,000 | +7.8% | 27,569 | +1.2% | 0.67% | -5.1% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $6,398,000 | +18.0% | 29,887 | +7.3% | 0.65% | +4.0% |
VTR | Buy | VENTAS INC | $6,117,000 | +9.6% | 114,684 | +0.8% | 0.62% | -3.4% |
TMO | New | THERMO FISHER SCIENTIFIC INC | $5,931,000 | – | 12,995 | +100.0% | 0.60% | – |
PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $5,921,000 | +6.7% | 221,164 | +15.0% | 0.60% | -5.9% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $5,463,000 | +13.9% | 145,216 | +9.0% | 0.56% | +0.4% |
BA | Buy | BOEING CO | $5,411,000 | +22.2% | 21,244 | +2.7% | 0.55% | +7.6% |
KO | Buy | COCA COLA CO | $5,405,000 | -3.8% | 102,551 | +0.1% | 0.55% | -15.3% |
KMI | Buy | KINDER MORGAN INC DEL | $5,397,000 | +26.4% | 324,167 | +3.8% | 0.55% | +11.2% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $5,205,000 | +34.3% | 25,183 | +26.5% | 0.53% | +18.3% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $5,171,000 | +23.2% | 39,334 | +11.5% | 0.53% | +8.7% |
SPG | Buy | SIMON PPTY GROUP INC NEW | $5,167,000 | +40.6% | 45,419 | +5.4% | 0.52% | +23.8% |
ACN | Buy | ACCENTURE PLC IRELAND | $5,123,000 | +5.8% | 18,544 | +0.1% | 0.52% | -6.8% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,812,000 | +10.9% | 92,445 | +6.7% | 0.49% | -2.4% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,781,000 | +25.1% | 21,600 | +16.8% | 0.49% | +10.2% |
NVDA | Buy | NVIDIA CORPORATION | $4,785,000 | +5.3% | 8,962 | +2.9% | 0.49% | -7.4% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $4,569,000 | +12.1% | 72,869 | +7.5% | 0.46% | -1.3% |
DGX | Buy | QUEST DIAGNOSTICS INC | $4,216,000 | +7.7% | 32,848 | +0.0% | 0.43% | -5.1% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,128,000 | +6.5% | 28,064 | +2.2% | 0.42% | -6.0% |
MCD | Buy | MCDONALDS CORP | $4,115,000 | +6.1% | 18,359 | +1.6% | 0.42% | -6.7% |
BXMT | Buy | BLACKSTONE MTG TR INC | $3,919,000 | +25.8% | 126,420 | +11.7% | 0.40% | +10.6% |
HD | Buy | HOME DEPOT INC | $3,452,000 | +30.0% | 11,309 | +13.1% | 0.35% | +14.7% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $3,435,000 | +5.8% | 15,067 | +1.7% | 0.35% | -6.9% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $3,321,000 | +21.0% | 55,384 | +0.1% | 0.34% | +6.6% |
UPS | New | UNITED PARCEL SERVICE INCcl b | $3,238,000 | – | 19,050 | +100.0% | 0.33% | – |
SCHW | Buy | SCHWAB CHARLES CORP | $3,113,000 | +26.2% | 47,754 | +2.7% | 0.32% | +10.9% |
CRM | Buy | SALESFORCE COM INC | $3,078,000 | -1.5% | 14,528 | +3.5% | 0.31% | -13.1% |
LMT | Buy | LOCKHEED MARTIN CORP | $2,880,000 | +5.3% | 7,793 | +1.1% | 0.29% | -7.3% |
GXC | Buy | SPDR INDEX SHS FDSs&p china etf | $2,751,000 | +7.8% | 21,009 | +7.1% | 0.28% | -5.1% |
MDT | Buy | MEDTRONIC PLC | $2,644,000 | +4.5% | 22,384 | +3.6% | 0.27% | -7.9% |
VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $2,541,000 | – | 40,336 | +100.0% | 0.26% | – |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $2,518,000 | +1.5% | 19,402 | +0.5% | 0.26% | -10.5% |
FOCS | Buy | FOCUS FINL PARTNERS INC | $2,501,000 | +4.5% | 60,093 | +9.3% | 0.25% | -8.0% |
MMM | Buy | 3M CO | $2,378,000 | +18.7% | 12,340 | +7.7% | 0.24% | +4.8% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,349,000 | +45.1% | 32,218 | +27.6% | 0.24% | +27.8% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,266,000 | +49.5% | 13,683 | +28.3% | 0.23% | +31.4% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,264,000 | +19.8% | 30,413 | +9.7% | 0.23% | +5.5% |
LRCX | Buy | LAM RESEARCH CORP | $2,208,000 | +29.9% | 3,709 | +3.1% | 0.22% | +14.3% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $2,172,000 | +2.5% | 37,104 | +2.4% | 0.22% | -9.4% |
CMI | Buy | CUMMINS INC | $2,100,000 | +21.2% | 8,106 | +6.2% | 0.21% | +6.5% |
IJR | Buy | ISHARES TRcore s&p scp etf | $2,076,000 | +61.2% | 19,129 | +36.5% | 0.21% | +41.6% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,059,000 | +8.8% | 21,163 | +3.6% | 0.21% | -4.1% |
SQ | Buy | SQUARE INCcl a | $1,916,000 | +11.7% | 8,440 | +7.0% | 0.20% | -1.5% |
SBUX | Buy | STARBUCKS CORP | $1,826,000 | +2.5% | 16,715 | +0.4% | 0.19% | -9.3% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $1,792,000 | +8.3% | 33,588 | +4.9% | 0.18% | -4.7% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,607,000 | +179.0% | 50,571 | +169.3% | 0.16% | +147.0% |
IVV | Buy | ISHARES TRcore s&p500 etf | $1,588,000 | +167.8% | 3,992 | +152.5% | 0.16% | +136.8% |
IYR | Buy | ISHARES TRu.s. real es etf | $1,588,000 | +10.8% | 17,274 | +3.2% | 0.16% | -2.4% |
CAT | Buy | CATERPILLAR INC | $1,502,000 | +40.2% | 6,477 | +10.1% | 0.15% | +23.4% |
BKNG | New | BOOKING HOLDINGS INC | $1,472,000 | – | 632 | +100.0% | 0.15% | – |
DE | Buy | DEERE & CO | $1,349,000 | +42.9% | 3,605 | +2.7% | 0.14% | +25.7% |
PANW | Buy | PALO ALTO NETWORKS INC | $1,272,000 | -5.1% | 3,950 | +4.7% | 0.13% | -16.8% |
WFC | Buy | WELLS FARGO CO NEW | $1,264,000 | +36.2% | 32,343 | +5.2% | 0.13% | +19.6% |
CWT | Buy | CALIFORNIA WTR SVC GROUP | $1,217,000 | +4.4% | 21,595 | +0.1% | 0.12% | -8.1% |
PEP | Buy | PEPSICO INC | $1,220,000 | +45.1% | 8,624 | +52.0% | 0.12% | +27.8% |
STM | New | STMICROELECTRONICS N Vny registry | $1,160,000 | – | 30,260 | +100.0% | 0.12% | – |
LLY | Buy | LILLY ELI & CO | $1,144,000 | +14.7% | 6,122 | +3.7% | 0.12% | +0.9% |
GE | Buy | GENERAL ELECTRIC CO | $1,086,000 | +21.6% | 82,716 | +0.1% | 0.11% | +6.8% |
NOC | Buy | NORTHROP GRUMMAN CORP | $1,070,000 | +7.9% | 3,307 | +1.6% | 0.11% | -4.4% |
FXI | New | ISHARES TRchina lg-cap etf | $1,040,000 | – | 22,289 | +100.0% | 0.11% | – |
PSX | Buy | PHILLIPS 66 | $1,045,000 | +21.8% | 12,816 | +4.4% | 0.11% | +7.1% |
IWM | Buy | ISHARES TRrussell 2000 etf | $1,027,000 | +113.1% | 4,648 | +88.9% | 0.10% | +85.7% |
PFE | Buy | PFIZER INC | $1,000,000 | +78.6% | 27,614 | +81.6% | 0.10% | +56.9% |
NSC | Buy | NORFOLK SOUTHN CORP | $981,000 | +21.3% | 3,653 | +7.3% | 0.10% | +7.5% |
CVS | New | CVS HEALTH CORP | $944,000 | – | 12,551 | +100.0% | 0.10% | – |
ROST | Buy | ROSS STORES INC | $881,000 | +3.5% | 7,348 | +6.0% | 0.09% | -8.2% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $868,000 | +12.3% | 8,814 | +1.0% | 0.09% | -1.1% |
GIS | New | GENERAL MLS INC | $843,000 | – | 13,742 | +100.0% | 0.09% | – |
EFA | Buy | ISHARES TRmsci eafe etf | $833,000 | +105.2% | 10,976 | +97.1% | 0.08% | +80.9% |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $825,000 | +28.3% | 24,219 | +11.1% | 0.08% | +13.5% |
YUM | New | YUM BRANDS INC | $801,000 | – | 7,404 | +100.0% | 0.08% | – |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $765,000 | +11.4% | 6,557 | +8.3% | 0.08% | -1.3% |
JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $750,000 | +27.3% | 14,785 | +27.4% | 0.08% | +11.8% |
TIP | New | ISHARES TRtips bd etf | $642,000 | – | 5,112 | +100.0% | 0.06% | – |
SYY | Buy | SYSCO CORP | $643,000 | +17.6% | 8,169 | +10.9% | 0.06% | +3.2% |
GD | Buy | GENERAL DYNAMICS CORP | $631,000 | +29.8% | 3,478 | +6.4% | 0.06% | +14.3% |
FAST | Buy | FASTENAL CO | $620,000 | +12.5% | 12,329 | +9.2% | 0.06% | -1.6% |
CSX | New | CSX CORP | $550,000 | – | 5,708 | +100.0% | 0.06% | – |
FISV | Buy | FISERV INC | $529,000 | +70.6% | 4,446 | +63.2% | 0.05% | +50.0% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $518,000 | +98.5% | 3,887 | +87.3% | 0.05% | +76.7% |
PYPL | Buy | PAYPAL HLDGS INC | $508,000 | +16.5% | 2,092 | +12.3% | 0.05% | +4.0% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $501,000 | +13.3% | 5,451 | +4.7% | 0.05% | 0.0% |
PM | Buy | PHILIP MORRIS INTL INC | $506,000 | +21.6% | 5,700 | +13.4% | 0.05% | +6.2% |
AKTS | Buy | AKOUSTIS TECHNOLOGIES INC | $497,000 | +30.1% | 37,237 | +19.2% | 0.05% | +15.9% |
LSI | Buy | LIFE STORAGE INC | $496,000 | +7.8% | 5,773 | +49.9% | 0.05% | -5.7% |
AGG | New | ISHARES TRcore us aggbd et | $487,000 | – | 4,280 | +100.0% | 0.05% | – |
BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $485,000 | +14.9% | 21,938 | +15.8% | 0.05% | 0.0% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $473,000 | -3.5% | 8,759 | +0.2% | 0.05% | -15.8% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $461,000 | -11.2% | 2,525 | +3.1% | 0.05% | -21.7% |
XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $432,000 | +11.1% | 5,477 | +1.9% | 0.04% | -2.2% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $422,000 | -7.9% | 5,370 | +7.5% | 0.04% | -18.9% |
UNH | Buy | UNITEDHEALTH GROUP INC | $428,000 | +15.7% | 1,149 | +9.0% | 0.04% | 0.0% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $396,000 | +33.8% | 4,125 | +26.7% | 0.04% | +17.6% |
IJH | New | ISHARES TRcore s&p mcp etf | $385,000 | – | 1,480 | +100.0% | 0.04% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $384,000 | – | 3,247 | +100.0% | 0.04% | – |
ARKG | New | ARK ETF TRgenomic rev etf | $388,000 | – | 4,369 | +100.0% | 0.04% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $340,000 | – | 6,197 | +100.0% | 0.04% | – |
LVS | Buy | LAS VEGAS SANDS CORP | $349,000 | +7.7% | 5,748 | +5.9% | 0.04% | -5.4% |
HUM | New | HUMANA INC | $335,000 | – | 800 | +100.0% | 0.03% | – |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $338,000 | +27.1% | 2,175 | +13.0% | 0.03% | +9.7% |
WRK | Buy | WESTROCK CO | $323,000 | +38.6% | 6,200 | +15.9% | 0.03% | +22.2% |
MS | New | MORGAN STANLEY | $316,000 | – | 4,064 | +100.0% | 0.03% | – |
KHC | New | KRAFT HEINZ CO | $315,000 | – | 7,864 | +100.0% | 0.03% | – |
EQIX | Buy | EQUINIX INC | $317,000 | +17.8% | 467 | +23.9% | 0.03% | +3.2% |
DUK | Buy | DUKE ENERGY CORP NEW | $302,000 | +8.6% | 3,126 | +3.0% | 0.03% | -3.1% |
TWLO | Buy | TWILIO INCcl a | $296,000 | +10.9% | 868 | +10.0% | 0.03% | -3.2% |
XLC | Buy | SELECT SECTOR SPDR TR | $281,000 | +9.8% | 3,837 | +1.3% | 0.03% | -3.3% |
STOR | Buy | STORE CAP CORP | $284,000 | +35.2% | 8,465 | +37.1% | 0.03% | +20.8% |
VMW | New | VMWARE INC | $286,000 | – | 1,900 | +100.0% | 0.03% | – |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $287,000 | -4.3% | 894 | +0.4% | 0.03% | -17.1% |
NVO | New | NOVO-NORDISK A Sadr | $289,000 | – | 4,290 | +100.0% | 0.03% | – |
PLD | Buy | PROLOGIS INC. | $280,000 | +29.6% | 2,645 | +21.9% | 0.03% | +12.0% |
LITE | New | LUMENTUM HLDGS INC | $263,000 | – | 2,874 | +100.0% | 0.03% | – |
MA | Buy | MASTERCARD INCORPORATEDcl a | $266,000 | +20.9% | 747 | +21.1% | 0.03% | +8.0% |
INFN | New | INFINERA CORP | $260,000 | – | 27,000 | +100.0% | 0.03% | – |
SDGR | New | SCHRODINGER INC | $252,000 | – | 3,307 | +100.0% | 0.03% | – |
WM | Buy | WASTE MGMT INC DEL | $252,000 | +10.0% | 1,955 | +0.8% | 0.03% | 0.0% |
PD | New | PAGERDUTY INC | $255,000 | – | 6,350 | +100.0% | 0.03% | – |
PING | New | PING IDENTITY HLDG CORP | $242,000 | – | 11,050 | +100.0% | 0.02% | – |
PNC | New | PNC FINL SVCS GROUP INC | $245,000 | – | 1,397 | +100.0% | 0.02% | – |
TXN | New | TEXAS INSTRS INC | $239,000 | – | 1,264 | +100.0% | 0.02% | – |
MTSI | New | MACOM TECH SOLUTIONS HLDGS I | $228,000 | – | 3,925 | +100.0% | 0.02% | – |
WRB | New | BERKLEY W R CORP | $227,000 | – | 3,008 | +100.0% | 0.02% | – |
PGHY | Buy | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $224,000 | +0.4% | 10,150 | +1.3% | 0.02% | -11.5% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $223,000 | +10.4% | 2,206 | +0.1% | 0.02% | 0.0% |
SYK | New | STRYKER CORPORATION | $223,000 | – | 915 | +100.0% | 0.02% | – |
IIVI | New | II-VI INC | $231,000 | – | 3,377 | +100.0% | 0.02% | – |
DVY | New | ISHARES TRselect divid etf | $214,000 | – | 1,877 | +100.0% | 0.02% | – |
DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $221,000 | – | 668 | +100.0% | 0.02% | – |
UGI | New | UGI CORP NEW | $220,000 | – | 5,364 | +100.0% | 0.02% | – |
SDY | New | SPDR SER TRs&p divid etf | $210,000 | – | 1,780 | +100.0% | 0.02% | – |
XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $209,000 | – | 5,304 | +100.0% | 0.02% | – |
DAL | New | DELTA AIR LINES INC DEL | $206,000 | – | 4,261 | +100.0% | 0.02% | – |
VFH | New | VANGUARD WORLD FDSfinancials etf | $210,000 | – | 2,490 | +100.0% | 0.02% | – |
FRC | New | FIRST REP BK SAN FRANCISCO C | $202,000 | – | 1,209 | +100.0% | 0.02% | – |
MU | New | MICRON TECHNOLOGY INC | $207,000 | – | 2,350 | +100.0% | 0.02% | – |
SHOP | New | SHOPIFY INCcl a | $201,000 | – | 182 | +100.0% | 0.02% | – |
F | Buy | FORD MTR CO DEL | $147,000 | +47.0% | 11,976 | +5.3% | 0.02% | +25.0% |
VIRX | New | VIRACTA THERAPEUTICS INC | $130,000 | – | 14,000 | +100.0% | 0.01% | – |
NUV | New | NUVEEN MUN VALUE FD INC | $117,000 | – | 10,500 | +100.0% | 0.01% | – |
AMPE | New | AMPIO PHARMACEUTICALS INC | $17,000 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 24 | Q3 2023 | 12.7% |
MICROSOFT CORP | 24 | Q3 2023 | 5.1% |
ALPHABET INC | 24 | Q3 2023 | 3.0% |
AMAZON COM INC | 24 | Q3 2023 | 3.5% |
JOHNSON & JOHNSON | 24 | Q3 2023 | 2.8% |
VISA INC | 24 | Q3 2023 | 3.0% |
BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 2.7% |
QUALCOMM INC | 24 | Q3 2023 | 2.5% |
ALPHABET INC | 24 | Q3 2023 | 2.4% |
NEXTERA ENERGY INC | 24 | Q3 2023 | 2.4% |
View HoyleCohen, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-27 |
13F-HR | 2022-05-03 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-10 |
View HoyleCohen, LLC'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.