$1.17 Billion is the total value of HoyleCohen, LLC's 274 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $53,644,000 | -8.2% | 173,992 | +0.1% | 4.59% | -5.5% |
| TSLA | Buy | TESLA INC | $36,874,000 | +3.3% | 34,218 | +1.3% | 3.16% | +6.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $27,129,000 | -7.4% | 572,826 | +100.3% | 2.32% | -4.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $26,235,000 | -3.3% | 9,393 | +0.2% | 2.25% | -0.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $25,252,000 | +18.6% | 71,553 | +0.5% | 2.16% | +22.1% |
| BLK | Buy | BLACKROCK INC | $19,080,000 | -15.1% | 24,969 | +1.8% | 1.63% | -12.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $17,724,000 | +3.5% | 30,779 | +2.1% | 1.52% | +6.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $16,723,000 | -8.4% | 46,127 | +0.5% | 1.43% | -5.7% |
| NEE | Buy | NEXTERA ENERGY INC | $15,611,000 | -9.1% | 184,282 | +0.2% | 1.34% | -6.4% |
| UNP | Buy | UNION PAC CORP | $14,988,000 | +9.8% | 54,858 | +1.3% | 1.28% | +13.0% |
| AVGO | Buy | BROADCOM INC | $14,804,000 | -4.1% | 23,510 | +1.4% | 1.27% | -1.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $14,235,000 | -5.9% | 93,159 | +0.7% | 1.22% | -3.1% |
| BAC | Buy | BK OF AMERICA CORP | $13,321,000 | -5.8% | 323,178 | +1.7% | 1.14% | -3.0% |
| OKE | Buy | ONEOK INC NEW | $11,969,000 | +20.3% | 169,458 | +0.1% | 1.02% | +23.9% |
| NVDA | Buy | NVIDIA CORPORATION | $11,914,000 | +1.6% | 43,662 | +9.5% | 1.02% | +4.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $11,757,000 | -13.3% | 86,246 | +0.8% | 1.01% | -10.6% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $11,032,000 | +4.5% | 69,952 | +7.9% | 0.94% | +7.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $10,518,000 | +13.8% | 206,484 | +16.0% | 0.90% | +17.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $9,857,000 | +19.9% | 381,887 | +2.0% | 0.84% | +23.4% |
| MRK | Buy | MERCK & CO INC | $9,817,000 | +9.3% | 119,648 | +2.1% | 0.84% | +12.6% |
| AMAT | Buy | APPLIED MATLS INC | $9,774,000 | -11.5% | 74,159 | +5.7% | 0.84% | -8.8% |
| HON | Buy | HONEYWELL INTL INC | $8,971,000 | -1.8% | 46,102 | +5.2% | 0.77% | +1.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $8,426,000 | +5.9% | 57,016 | +5.5% | 0.72% | +9.2% |
| WPC | Buy | WP CAREY INC | $8,373,000 | +11.3% | 103,577 | +13.0% | 0.72% | +14.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $8,107,000 | +23.2% | 28,188 | +37.5% | 0.69% | +26.9% |
| WIP | Buy | SPDR SER TRftse int gvt etf | $8,078,000 | +6.7% | 149,680 | +6.4% | 0.69% | +9.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $8,073,000 | -12.9% | 24,457 | +1.0% | 0.69% | -10.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $7,958,000 | -7.4% | 13,473 | +4.6% | 0.68% | -4.6% |
| ABT | Buy | ABBOTT LABS | $7,917,000 | -10.5% | 66,890 | +6.4% | 0.68% | -7.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $7,508,000 | +7.1% | 35,328 | +13.8% | 0.64% | +10.3% |
| DIS | Buy | DISNEY WALT CO | $7,126,000 | -2.7% | 51,955 | +9.9% | 0.61% | +0.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $6,974,000 | +15.9% | 70,393 | +0.7% | 0.60% | +19.4% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $6,634,000 | -14.6% | 50,422 | +3.7% | 0.57% | -12.1% |
| KMI | Buy | KINDER MORGAN INC DEL | $6,639,000 | +26.2% | 351,081 | +5.9% | 0.57% | +30.0% |
| VOO | Buy | VANGUARD INDEX FDS | $6,585,000 | +20.0% | 15,861 | +26.2% | 0.56% | +23.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $5,995,000 | -13.5% | 17,776 | +6.3% | 0.51% | -10.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,367,000 | -0.0% | 11,882 | +5.1% | 0.46% | +3.1% |
| LIN | Buy | LINDE PLC | $5,357,000 | -2.3% | 16,772 | +6.0% | 0.46% | +0.7% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $4,967,000 | +21.3% | 156,235 | +16.8% | 0.42% | +25.0% |
| NKE | Buy | NIKE INCcl b | $4,850,000 | -14.0% | 36,041 | +6.5% | 0.42% | -11.5% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,816,000 | +93.3% | 47,551 | +105.1% | 0.41% | +99.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,690,000 | +5.1% | 21,869 | +5.0% | 0.40% | +8.4% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $4,644,000 | +11.8% | 63,260 | +10.2% | 0.40% | +15.4% |
| EMXC | New | ISHARES INCmsci emrg chn | $4,501,000 | – | 77,371 | +100.0% | 0.38% | – |
| MCD | Buy | MCDONALDS CORP | $4,495,000 | -6.9% | 18,180 | +0.9% | 0.38% | -4.2% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $4,449,000 | -20.4% | 32,504 | +0.6% | 0.38% | -18.1% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $4,395,000 | -17.0% | 23,746 | +2.2% | 0.38% | -14.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $4,293,000 | +2.4% | 89,376 | +8.9% | 0.37% | +5.4% |
| BA | Buy | BOEING CO | $4,192,000 | -3.9% | 21,891 | +1.1% | 0.36% | -1.1% |
| HD | Buy | HOME DEPOT INC | $4,017,000 | -18.3% | 13,420 | +13.2% | 0.34% | -15.9% |
| SCHW | Buy | SCHWAB CHARLES CORP | $3,991,000 | +2.5% | 47,339 | +2.3% | 0.34% | +5.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $3,968,000 | +36.3% | 22,553 | +38.5% | 0.34% | +40.5% |
| CRM | Buy | SALESFORCE COM INC | $3,940,000 | -8.9% | 18,555 | +9.1% | 0.34% | -6.1% |
| GPN | Buy | GLOBAL PMTS INC | $3,380,000 | +7.1% | 24,701 | +5.8% | 0.29% | +9.9% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,314,000 | -6.8% | 44,286 | +103.9% | 0.28% | -4.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,148,000 | +0.8% | 39,901 | +3.3% | 0.27% | +3.8% |
| XYL | Buy | XYLEM INC | $3,094,000 | -26.0% | 36,292 | +4.1% | 0.26% | -23.6% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,843,000 | -1.3% | 5,797 | +4.2% | 0.24% | +1.7% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $2,833,000 | -5.7% | 45,481 | +3.4% | 0.24% | -2.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,733,000 | -3.9% | 36,024 | +1.8% | 0.23% | -1.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,723,000 | -7.0% | 17,131 | +1.7% | 0.23% | -4.5% |
| MDT | Buy | MEDTRONIC PLC | $2,707,000 | +11.2% | 24,394 | +3.6% | 0.23% | +14.9% |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,615,000 | +13.4% | 4,200 | +1.4% | 0.22% | +16.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $2,421,000 | +167.2% | 32,895 | +185.5% | 0.21% | +176.0% |
| LRCX | Buy | LAM RESEARCH CORP | $2,386,000 | -25.1% | 4,438 | +0.1% | 0.20% | -23.0% |
| GM | Buy | GENERAL MTRS CO | $2,369,000 | -21.1% | 54,169 | +5.8% | 0.20% | -18.8% |
| SRE | Buy | SEMPRA | $2,345,000 | +45.9% | 13,950 | +14.8% | 0.20% | +50.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,220,000 | -1.2% | 20,581 | +4.9% | 0.19% | +1.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,072,000 | +75.3% | 45,892 | +89.6% | 0.18% | +80.6% |
| BKNG | Buy | BOOKING HOLDINGS INC | $2,008,000 | +6.6% | 855 | +8.9% | 0.17% | +9.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,960,000 | +16.6% | 4,383 | +0.9% | 0.17% | +20.0% |
| CMI | Buy | CUMMINS INC | $1,940,000 | -5.9% | 9,459 | +0.1% | 0.17% | -2.9% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,877,000 | +6.1% | 67,598 | +13.2% | 0.16% | +9.5% |
| BWA | Buy | BORGWARNER INC | $1,842,000 | -2.8% | 47,341 | +12.6% | 0.16% | 0.0% |
| SBUX | Buy | STARBUCKS CORP | $1,827,000 | -21.2% | 20,085 | +1.3% | 0.16% | -19.2% |
| DE | Buy | DEERE & CO | $1,732,000 | +35.9% | 4,169 | +12.2% | 0.15% | +39.6% |
| LLY | Buy | LILLY ELI & CO | $1,713,000 | +7.5% | 5,983 | +3.7% | 0.15% | +10.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,671,000 | +79.5% | 3,683 | +88.7% | 0.14% | +85.7% |
| SQ | Buy | BLOCK INCcl a | $1,533,000 | -10.4% | 11,302 | +6.7% | 0.13% | -7.7% |
| PEP | Buy | PEPSICO INC | $1,500,000 | -1.8% | 8,961 | +2.0% | 0.13% | +0.8% |
| PFE | Buy | PFIZER INC | $1,485,000 | -12.0% | 28,685 | +0.3% | 0.13% | -9.3% |
| NFLX | Buy | NETFLIX INC | $1,438,000 | -37.8% | 3,838 | +0.0% | 0.12% | -35.9% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,323,000 | +0.8% | 12,104 | +32.7% | 0.11% | +3.7% |
| STM | Buy | STMICROELECTRONICS N Vny registry | $1,321,000 | -11.1% | 30,575 | +0.5% | 0.11% | -8.9% |
| PLD | Buy | PROLOGIS INC. | $1,291,000 | +2.1% | 7,996 | +6.4% | 0.11% | +5.7% |
| CSCO | Buy | CISCO SYS INC | $1,174,000 | -8.9% | 21,060 | +3.6% | 0.10% | -5.6% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $1,168,000 | -8.2% | 9,923 | +1.0% | 0.10% | -5.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,146,000 | +10.5% | 8,363 | +13.6% | 0.10% | +14.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,126,000 | +54.2% | 4,960 | +39.2% | 0.10% | +57.4% |
| NSC | Buy | NORFOLK SOUTHN CORP | $1,077,000 | -2.8% | 3,777 | +1.5% | 0.09% | 0.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,027,000 | +5.8% | 26,795 | +7.8% | 0.09% | +8.6% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,021,000 | -2.3% | 41,002 | +106.7% | 0.09% | 0.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $959,000 | +5.0% | 5,185 | +16.1% | 0.08% | +7.9% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $924,000 | +0.7% | 8,969 | +3.4% | 0.08% | +3.9% |
| GIS | Buy | GENERAL MLS INC | $884,000 | +0.6% | 13,053 | +0.0% | 0.08% | +4.1% |
| YUM | Buy | YUM BRANDS INC | $882,000 | -14.6% | 7,440 | +0.0% | 0.08% | -11.6% |
| LSI | Buy | LIFE STORAGE INC | $880,000 | -6.1% | 6,266 | +2.4% | 0.08% | -3.8% |
| AMGN | Buy | AMGEN INC | $877,000 | +27.5% | 3,626 | +18.7% | 0.08% | +31.6% |
| ZION | Buy | ZIONS BANCORPORATION N A | $853,000 | +3.8% | 13,015 | +0.0% | 0.07% | +7.4% |
| CSX | Buy | CSX CORP | $783,000 | +2.6% | 20,913 | +3.0% | 0.07% | +6.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $763,000 | +9.6% | 1,496 | +7.9% | 0.06% | +12.1% |
| TIP | Buy | ISHARES TRtips bd etf | $756,000 | +5.7% | 6,065 | +9.7% | 0.06% | +10.2% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $734,000 | -4.8% | 26,606 | +0.0% | 0.06% | -1.6% |
| FAST | Buy | FASTENAL CO | $713,000 | -7.3% | 12,006 | +0.0% | 0.06% | -4.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $699,000 | +2.8% | 5,374 | +5.6% | 0.06% | +5.3% |
| SYY | Buy | SYSCO CORP | $676,000 | +4.0% | 8,274 | +0.0% | 0.06% | +7.4% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $670,000 | +2.1% | 8,835 | +3.9% | 0.06% | +3.6% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $650,000 | +4.8% | 12,936 | +5.3% | 0.06% | +7.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $657,000 | +14.3% | 3,515 | +0.0% | 0.06% | +16.7% |
| EIX | Buy | EDISON INTL | $657,000 | +2.8% | 9,370 | +0.1% | 0.06% | +5.7% |
| TGT | Buy | TARGET CORP | $621,000 | -5.6% | 2,927 | +3.0% | 0.05% | -3.6% |
| WMT | Buy | WALMART INC | $614,000 | +3.0% | 4,126 | +0.1% | 0.05% | +6.0% |
| WRK | Buy | WESTROCK CO | $593,000 | +28.4% | 12,614 | +21.2% | 0.05% | +34.2% |
| FLOT | New | ISHARES TRfltg rate nt etf | $590,000 | – | 11,670 | +100.0% | 0.05% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $587,000 | +20.8% | 7,381 | +28.7% | 0.05% | +25.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $587,000 | -6.4% | 5,418 | +0.2% | 0.05% | -3.8% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $520,000 | -10.0% | 1,797 | +0.7% | 0.04% | -6.2% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $482,000 | -2.4% | 5,472 | +0.4% | 0.04% | 0.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $427,000 | -5.5% | 7,997 | +100.0% | 0.04% | -2.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $423,000 | -6.2% | 7,863 | +98.5% | 0.04% | -5.3% |
| URI | Buy | UNITED RENTALS INC | $412,000 | +16.1% | 1,160 | +8.7% | 0.04% | +16.7% |
| FISV | Buy | FISERV INC | $395,000 | +11.9% | 3,895 | +14.4% | 0.03% | +17.2% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $395,000 | -6.0% | 7,807 | +0.2% | 0.03% | -2.9% |
| SNOW | Buy | SNOWFLAKE INCcl a | $384,000 | -24.4% | 1,678 | +11.9% | 0.03% | -21.4% |
| SDY | Buy | SPDR SER TRs&p divid etf | $385,000 | -0.5% | 3,002 | +0.2% | 0.03% | +3.1% |
| SPGI | Buy | S&P GLOBAL INC | $370,000 | -2.4% | 902 | +12.2% | 0.03% | 0.0% |
| WM | Buy | WASTE MGMT INC DEL | $373,000 | +3.3% | 2,356 | +9.1% | 0.03% | +6.7% |
| IEI | New | ISHARES TR3 7 yr treas bd | $368,000 | – | 3,016 | +100.0% | 0.03% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $360,000 | +22.9% | 4,838 | +18.3% | 0.03% | +29.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $325,000 | -24.2% | 2,810 | +23.5% | 0.03% | -22.2% |
| MS | Buy | MORGAN STANLEY | $320,000 | +1.9% | 3,664 | +14.5% | 0.03% | +3.8% |
| XLC | Buy | SELECT SECTOR SPDR TR | $311,000 | -1.3% | 4,523 | +11.5% | 0.03% | +3.8% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $312,000 | -12.8% | 2,995 | +0.5% | 0.03% | -10.0% |
| TXN | Buy | TEXAS INSTRS INC | $303,000 | +2.7% | 1,654 | +5.7% | 0.03% | +4.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $267,000 | +2.3% | 1,172 | +10.9% | 0.02% | +4.5% |
| ICLN | New | ISHARES TRgl clean ene etf | $266,000 | – | 12,346 | +100.0% | 0.02% | – |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $264,000 | -1.1% | 6,066 | +0.0% | 0.02% | +4.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $269,000 | -7.9% | 1,459 | +0.1% | 0.02% | -4.2% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $273,000 | -19.5% | 5,954 | +7.5% | 0.02% | -17.9% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $274,000 | -3.2% | 5,676 | +3.8% | 0.02% | -4.2% |
| IEFA | New | ISHARES TRcore msci eafe | $255,000 | – | 3,672 | +100.0% | 0.02% | – |
| F | Buy | FORD MTR CO DEL | $244,000 | -18.1% | 14,440 | +0.8% | 0.02% | -16.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $247,000 | -0.4% | 691 | +0.1% | 0.02% | 0.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $250,000 | +0.8% | 2,227 | +0.6% | 0.02% | 0.0% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $228,000 | +6.5% | 4,070 | +14.0% | 0.02% | +11.1% |
| SPIB | New | SPDR SER TRportfolio intrmd | $237,000 | – | 6,949 | +100.0% | 0.02% | – |
| SLB | New | SCHLUMBERGER LTD | $239,000 | – | 5,790 | +100.0% | 0.02% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $222,000 | – | 2,695 | +100.0% | 0.02% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $227,000 | +3.7% | 4,856 | +11.7% | 0.02% | +5.6% |
| PGHY | Buy | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $212,000 | -5.8% | 10,630 | +1.2% | 0.02% | -5.3% |
| CHWY | New | CHEWY INCcl a | $208,000 | – | 5,107 | +100.0% | 0.02% | – |
| UL | New | UNILEVER PLCspon adr new | $212,000 | – | 4,651 | +100.0% | 0.02% | – |
| TJX | Buy | TJX COS INC NEW | $210,000 | -20.2% | 3,460 | +0.0% | 0.02% | -18.2% |
| PRU | New | PRUDENTIAL FINL INC | $200,000 | – | 1,692 | +100.0% | 0.02% | – |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES INC | $164,000 | +78.3% | 25,302 | +84.7% | 0.01% | +75.0% |
| NAC | Buy | NUVEEN CA QUALTY MUN INCOME | $154,000 | -6.7% | 11,731 | +10.9% | 0.01% | -7.1% |
| INFN | New | INFINERA CORP | $132,000 | – | 15,200 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-03
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 | 2024-05-15 |
| 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 |
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.