$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 9.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $9,559,000 | -7.0% | 138,656 | -2.8% | 6.92% | -9.7% |
| 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% |
| 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% |
| IGSB | Sell | ISHARES TR1-3 yr cr bd etf | $3,384,000 | -7.7% | 32,242 | -7.0% | 2.45% | -10.4% |
| 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% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,623,000 | -0.4% | 25,005 | -1.1% | 1.90% | -3.2% |
| ABBV | Sell | ABBVIE INC | $2,169,000 | -13.2% | 34,639 | -12.6% | 1.57% | -15.7% |
| DDWM | Sell | WISDOMTREE TRcurrncy int eq | $1,762,000 | +1.7% | 66,648 | -0.2% | 1.28% | -1.2% |
| 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% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,168,000 | +3.4% | 6,412 | -0.9% | 0.85% | +0.4% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,141,000 | +0.4% | 11,741 | -3.3% | 0.83% | -2.4% |
| 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% |
| HDV | Sell | ISHARES TRcore high dv etf | $872,000 | -3.0% | 10,601 | -4.1% | 0.63% | -5.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $748,000 | +7.3% | 6,184 | -1.8% | 0.54% | +4.2% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $621,000 | -21.2% | 4,638 | -19.5% | 0.45% | -23.5% |
| IYE | Sell | ISHARES TRu.s. energy etf | $451,000 | -7.2% | 10,846 | -13.1% | 0.33% | -9.7% |
| EMLP | Sell | FIRST TR EXCHANGE TRADED FDno amer energy | $383,000 | -5.0% | 15,163 | -4.7% | 0.28% | -8.0% |
| DBEF | Sell | DBX ETF TRxtrak msci eafe | $355,000 | -1.7% | 12,652 | -7.5% | 0.26% | -4.5% |
| 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% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $320,000 | -46.8% | 10,421 | -43.3% | 0.23% | -48.3% |
| CFO | Sell | VICTORY PORTFOLIOS IIcemp us 500 enha | $263,000 | +0.8% | 6,536 | -3.3% | 0.19% | -2.1% |
| PWC | Sell | POWERSHARES ETF TRUSTdynamic mkt pt | $215,000 | -2.7% | 2,667 | -8.4% | 0.16% | -5.5% |
| 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.