$138 Million is the total value of Hochman Cole Investment Advisors, Inc.'s 88 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 14.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $9,559,000 | -7.0% | 138,656 | -2.8% | 6.92% | -9.7% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $8,462,000 | +6.9% | 98,899 | +5.4% | 6.13% | +3.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $8,354,000 | +2.1% | 172,748 | +0.8% | 6.05% | -0.9% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $7,403,000 | -1.0% | 143,162 | +1.9% | 5.36% | -3.8% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $7,179,000 | +4.9% | 189,427 | +1.7% | 5.20% | +1.9% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $5,420,000 | +10.8% | 200,503 | -0.4% | 3.93% | +7.6% |
| IWB | Sell | ISHARES TRrus 1000 etf | $4,683,000 | +2.9% | 37,628 | -0.4% | 3.39% | -0.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,093,000 | +6.8% | 31,740 | +1.2% | 2.96% | +3.7% |
| RSP | Sell | RYDEX ETF TRUSTgug s&p500 eq wt | $4,003,000 | +0.5% | 46,203 | -3.1% | 2.90% | -2.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,928,000 | -4.3% | 35,237 | -3.6% | 2.84% | -7.0% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $3,603,000 | +9.1% | 35,199 | +5.7% | 2.61% | +6.0% |
| IGSB | Sell | ISHARES TR1-3 yr cr bd etf | $3,384,000 | -7.7% | 32,242 | -7.0% | 2.45% | -10.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,300,000 | +14.1% | 14,761 | +10.5% | 2.39% | +10.9% |
| QQQ | Sell | POWERSHARES QQQ TRUSTunit ser 1 | $3,206,000 | -2.0% | 27,062 | -1.8% | 2.32% | -4.8% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $3,025,000 | +19.0% | 130,115 | -1.3% | 2.19% | +15.6% |
| XPH | Buy | SPDR SERIES TRUSTs&p pharmac | $2,807,000 | -9.7% | 71,801 | +2.0% | 2.03% | -12.3% |
| XLE | Buy | SELECT SECTOR SPDR TRsbi int-energy | $2,747,000 | +8.1% | 36,472 | +1.4% | 1.99% | +5.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,623,000 | -0.4% | 25,005 | -1.1% | 1.90% | -3.2% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,311,000 | +10.3% | 47,584 | +11.3% | 1.67% | +7.2% |
| ABBV | Sell | ABBVIE INC | $2,169,000 | -13.2% | 34,639 | -12.6% | 1.57% | -15.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,097,000 | +9.2% | 15,553 | +0.6% | 1.52% | +6.1% |
| IBB | Buy | ISHARES TRnasdq biotec etf | $1,834,000 | -5.2% | 6,910 | +3.4% | 1.33% | -7.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,769,000 | +3.7% | 13,441 | +2.0% | 1.28% | +0.7% |
| FEN | Buy | FIRST TR ENERGY INCOME & GRW | $1,764,000 | +10.4% | 66,455 | +12.6% | 1.28% | +7.2% |
| DDWM | Sell | WISDOMTREE TRcurrncy int eq | $1,762,000 | +1.7% | 66,648 | -0.2% | 1.28% | -1.2% |
| DVY | Buy | ISHARES TRselect divid etf | $1,726,000 | +6.5% | 19,486 | +3.0% | 1.25% | +3.4% |
| PFF | Buy | ISHARES TRu.s. pfd stk etf | $1,455,000 | -4.7% | 39,093 | +1.2% | 1.05% | -7.5% |
| ABT | Buy | ABBOTT LABS | $1,369,000 | -0.1% | 35,632 | +10.0% | 0.99% | -2.9% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,278,000 | +0.2% | 20,536 | -5.9% | 0.93% | -2.6% |
| AAPL | Sell | APPLE INC | $1,255,000 | -8.7% | 10,838 | -10.9% | 0.91% | -11.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,241,000 | +1.1% | 13,344 | -5.4% | 0.90% | -1.7% |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $1,228,000 | +4.1% | 64,647 | +7.1% | 0.89% | +1.1% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,168,000 | +3.4% | 6,412 | -0.9% | 0.85% | +0.4% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,158,000 | -0.7% | 10,959 | 0.0% | 0.84% | -3.5% | |
| XOM | Buy | EXXON MOBIL CORP | $1,153,000 | +3.6% | 12,773 | +0.2% | 0.84% | +0.6% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,141,000 | +0.4% | 11,741 | -3.3% | 0.83% | -2.4% |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $1,089,000 | +320.5% | 27,107 | +294.1% | 0.79% | +308.8% |
| FXN | Sell | FIRST TR EXCHANGE TRADED FDenergy alphadx | $974,000 | +4.4% | 58,990 | -2.6% | 0.71% | +1.4% |
| EQCPRD | Sell | EQUITY COMWLTHcum pfd s d 6.5% | $965,000 | -14.2% | 37,716 | -9.1% | 0.70% | -16.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $943,000 | +6.1% | 8,420 | +0.0% | 0.68% | +3.0% |
| HDV | Sell | ISHARES TRcore high dv etf | $872,000 | -3.0% | 10,601 | -4.1% | 0.63% | -5.7% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $830,000 | +12.8% | 5,092 | 0.0% | 0.60% | +9.5% | |
| FB | Buy | FACEBOOK INCcl a | $798,000 | -9.8% | 6,937 | +0.6% | 0.58% | -12.4% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $748,000 | +7.3% | 6,184 | -1.8% | 0.54% | +4.2% |
| IWR | Buy | ISHARES TRrus mid-cap etf | $694,000 | +2.7% | 3,880 | +0.1% | 0.50% | -0.2% |
| MLPI | UBS AG JERSEY BRHalerian infrst | $667,000 | +0.2% | 23,473 | 0.0% | 0.48% | -2.8% | |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $621,000 | -21.2% | 4,638 | -19.5% | 0.45% | -23.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $594,000 | +4.4% | 11,132 | +1.7% | 0.43% | +1.4% |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $584,000 | +3.0% | 12,756 | +4.5% | 0.42% | 0.0% |
| VPU | VANGUARD WORLD FDSutilities etf | $555,000 | +0.2% | 5,183 | 0.0% | 0.40% | -2.7% | |
| IJH | ISHARES TRcore s&p mcp etf | $539,000 | +6.7% | 3,261 | 0.0% | 0.39% | +3.4% | |
| MUB | New | ISHARES TRnational mun etf | $481,000 | – | 4,442 | +100.0% | 0.35% | – |
| IYE | Sell | ISHARES TRu.s. energy etf | $451,000 | -7.2% | 10,846 | -13.1% | 0.33% | -9.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $418,000 | +19.8% | 541 | +20.5% | 0.30% | +16.5% |
| T | Buy | AT&T INC | $414,000 | +4.8% | 9,725 | +0.0% | 0.30% | +1.7% |
| EMLP | Sell | FIRST TR EXCHANGE TRADED FDno amer energy | $383,000 | -5.0% | 15,163 | -4.7% | 0.28% | -8.0% |
| RVT | Buy | ROYCE VALUE TR INC | $360,000 | +25.0% | 26,848 | +17.9% | 0.26% | +21.4% |
| IWV | ISHARES TRrussell 3000 etf | $356,000 | +3.8% | 2,679 | 0.0% | 0.26% | +0.8% | |
| DBEF | Sell | DBX ETF TRxtrak msci eafe | $355,000 | -1.7% | 12,652 | -7.5% | 0.26% | -4.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $343,000 | +46.0% | 4,149 | +42.4% | 0.25% | +41.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $331,000 | -2.6% | 418 | -1.2% | 0.24% | -5.5% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $329,000 | -1.8% | 4,047 | -3.4% | 0.24% | -4.8% |
| PFE | PFIZER INC | $324,000 | -4.1% | 9,980 | 0.0% | 0.24% | -6.7% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $325,000 | +1.2% | 2,438 | 0.0% | 0.24% | -1.7% | |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $320,000 | -46.8% | 10,421 | -43.3% | 0.23% | -48.3% |
| CVX | Buy | CHEVRON CORP NEW | $319,000 | +55.6% | 2,712 | +36.3% | 0.23% | +51.0% |
| IJR | ISHARES TRcore s&p scp etf | $308,000 | +10.8% | 2,237 | 0.0% | 0.22% | +7.7% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $280,000 | -5.1% | 7,833 | +0.0% | 0.20% | -7.7% |
| SPLG | SPDR SERIES TRUSTrussell 1000 etf | $278,000 | +3.3% | 2,640 | 0.0% | 0.20% | 0.0% | |
| GSOL | New | GLOBAL SOURCES LTDord | $276,000 | – | 31,136 | +100.0% | 0.20% | – |
| IJJ | ISHARES TRs&p mc 400vl etf | $273,000 | +9.2% | 1,880 | 0.0% | 0.20% | +6.5% | |
| PPA | Buy | POWERSHARES ETF TRUSTaerspc def ptf | $267,000 | +13.1% | 6,399 | +5.0% | 0.19% | +9.7% |
| CFO | Sell | VICTORY PORTFOLIOS IIcemp us 500 enha | $263,000 | +0.8% | 6,536 | -3.3% | 0.19% | -2.1% |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $264,000 | – | 1,335 | +100.0% | 0.19% | – |
| DSL | Buy | DOUBLELINE INCOME SOLUTIONS | $263,000 | +27.7% | 13,830 | +28.9% | 0.19% | +24.0% |
| IYH | New | ISHARES TRus hlthcare etf | $261,000 | – | 1,810 | +100.0% | 0.19% | – |
| IVE | ISHARES TRs&p 500 val etf | $250,000 | +6.8% | 2,465 | 0.0% | 0.18% | +4.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $244,000 | +13.0% | 1 | 0.0% | 0.18% | +9.9% | |
| FCG | New | FIRST TR EXCHANGE TRADED FDnat gas etf | $236,000 | – | 9,000 | +100.0% | 0.17% | – |
| IWS | ISHARES TRrus mdcp val etf | $233,000 | +4.5% | 2,901 | 0.0% | 0.17% | +1.8% | |
| IUSG | ISHARES TRcore russell grw | $230,000 | +0.9% | 5,352 | 0.0% | 0.17% | -1.8% | |
| MO | New | ALTRIA GROUP INC | $229,000 | – | 3,391 | +100.0% | 0.17% | – |
| VTI | VANGUARD INDEX FDStotal stk mkt | $225,000 | +3.7% | 1,948 | 0.0% | 0.16% | +0.6% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $224,000 | +1.4% | 5,286 | +9.0% | 0.16% | -1.8% |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $221,000 | – | 4,445 | +100.0% | 0.16% | – |
| PWC | Sell | POWERSHARES ETF TRUSTdynamic mkt pt | $215,000 | -2.7% | 2,667 | -8.4% | 0.16% | -5.5% |
| EFA | New | ISHARES TRmsci eafe etf | $201,000 | – | 3,488 | +100.0% | 0.15% | – |
| GIM | Buy | TEMPLETON GLOBAL INCOME FD | $136,000 | +37.4% | 20,941 | +31.7% | 0.10% | +33.8% |
| FATE | New | FATE THERAPEUTICS INC | $27,000 | – | 10,887 | +100.0% | 0.02% | – |
| SPHD | Exit | POWERSHARES ETF TR II | $0 | – | -5,892 | -100.0% | -0.17% | – |
| TFI | Exit | SPDR SER TRnuvn brcly muni | $0 | – | -7,571 | -100.0% | -0.28% | – |
| DXJ | Exit | WISDOMTREE TRjapn hedge eqt | $0 | – | -15,395 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 24 | Q3 2021 | 8.7% |
| SELECT SECTOR SPDR TR | 24 | Q3 2021 | 8.0% |
| FIRST TR EXCHANGE TRADED FD | 24 | Q3 2021 | 7.6% |
| SELECT SECTOR SPDR TR | 24 | Q3 2021 | 6.1% |
| SPDR SER TR | 24 | Q3 2021 | 6.1% |
| FIRST TR EXCHANGE TRADED FD | 24 | Q3 2021 | 4.3% |
| VANGUARD INDEX FDS | 24 | Q3 2021 | 4.9% |
| SPDR S&P 500 ETF TR | 24 | Q3 2021 | 3.6% |
| ISHARES TR | 24 | Q3 2021 | 3.8% |
| SELECT SECTOR SPDR TR | 24 | Q3 2021 | 3.2% |
View Hochman Cole Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-10-20 |
| 13F-HR | 2021-08-23 |
| 13F-HR | 2021-05-10 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-10-23 |
| 13F-HR | 2020-07-29 |
| 13F-HR | 2020-04-23 |
| 13F-HR | 2020-02-03 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-08-06 |
View Hochman Cole Investment Advisors, Inc.'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.