$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 25.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,093,000 | +6.8% | 31,740 | +1.2% | 2.96% | +3.7% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $3,603,000 | +9.1% | 35,199 | +5.7% | 2.61% | +6.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,300,000 | +14.1% | 14,761 | +10.5% | 2.39% | +10.9% |
| 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% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,311,000 | +10.3% | 47,584 | +11.3% | 1.67% | +7.2% |
| 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% |
| 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% |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $1,228,000 | +4.1% | 64,647 | +7.1% | 0.89% | +1.1% |
| XOM | Buy | EXXON MOBIL CORP | $1,153,000 | +3.6% | 12,773 | +0.2% | 0.84% | +0.6% |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $1,089,000 | +320.5% | 27,107 | +294.1% | 0.79% | +308.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $943,000 | +6.1% | 8,420 | +0.0% | 0.68% | +3.0% |
| FB | Buy | FACEBOOK INCcl a | $798,000 | -9.8% | 6,937 | +0.6% | 0.58% | -12.4% |
| IWR | Buy | ISHARES TRrus mid-cap etf | $694,000 | +2.7% | 3,880 | +0.1% | 0.50% | -0.2% |
| 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% |
| MUB | New | ISHARES TRnational mun etf | $481,000 | – | 4,442 | +100.0% | 0.35% | – |
| 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% |
| RVT | Buy | ROYCE VALUE TR INC | $360,000 | +25.0% | 26,848 | +17.9% | 0.26% | +21.4% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $343,000 | +46.0% | 4,149 | +42.4% | 0.25% | +41.7% |
| CVX | Buy | CHEVRON CORP NEW | $319,000 | +55.6% | 2,712 | +36.3% | 0.23% | +51.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $280,000 | -5.1% | 7,833 | +0.0% | 0.20% | -7.7% |
| GSOL | New | GLOBAL SOURCES LTDord | $276,000 | – | 31,136 | +100.0% | 0.20% | – |
| PPA | Buy | POWERSHARES ETF TRUSTaerspc def ptf | $267,000 | +13.1% | 6,399 | +5.0% | 0.19% | +9.7% |
| 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% | – |
| FCG | New | FIRST TR EXCHANGE TRADED FDnat gas etf | $236,000 | – | 9,000 | +100.0% | 0.17% | – |
| MO | New | ALTRIA GROUP INC | $229,000 | – | 3,391 | +100.0% | 0.17% | – |
| 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% | – |
| 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% | – |
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.