$145 Million is the total value of Hochman Cole Investment Advisors, Inc.'s 105 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 30.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $11,836,000 | -8.1% | 136,811 | +1.0% | 8.14% | +1.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $10,046,000 | -18.4% | 162,081 | -0.9% | 6.91% | -9.9% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $9,980,000 | -17.1% | 189,919 | +0.3% | 6.86% | -8.4% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $6,619,000 | -4.6% | 130,337 | +1.3% | 4.55% | +5.3% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $5,316,000 | -16.3% | 196,816 | -0.9% | 3.66% | -7.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,367,000 | -18.7% | 33,085 | +0.1% | 3.00% | -10.2% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $4,045,000 | -6.6% | 45,190 | +2.2% | 2.78% | +3.2% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $3,950,000 | -16.0% | 165,842 | -2.7% | 2.72% | -7.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,681,000 | -16.6% | 23,862 | +0.4% | 2.53% | -8.0% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,522,000 | -16.2% | 38,537 | -2.1% | 2.42% | -7.5% |
| ABBV | Buy | ABBVIE INC | $3,371,000 | -1.6% | 36,568 | +1.0% | 2.32% | +8.7% |
| ICSH | New | ISHARES TRultr sh trm bd | $3,250,000 | – | 64,911 | +100.0% | 2.24% | – |
| IWB | Sell | ISHARES TRrus 1000 etf | $2,950,000 | -17.1% | 21,268 | -3.4% | 2.03% | -8.5% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $2,937,000 | -14.5% | 25,566 | -0.7% | 2.02% | -5.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,919,000 | -16.1% | 22,299 | +0.0% | 2.01% | -7.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,888,000 | -12.0% | 11,556 | +2.4% | 1.99% | -2.8% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,728,000 | +6.4% | 51,549 | +5.9% | 1.88% | +17.5% |
| XPH | Buy | SPDR SERIES TRUSTs&p pharmac | $2,596,000 | -21.2% | 70,897 | +4.5% | 1.78% | -12.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,382,000 | -16.4% | 17,732 | +0.3% | 1.64% | -7.6% |
| ABT | Buy | ABBOTT LABS | $2,148,000 | +0.2% | 29,701 | +1.6% | 1.48% | +10.6% |
| DDWM | Buy | WISDOMTREE TRcurrncy int eq | $1,968,000 | +68.5% | 75,967 | +92.7% | 1.35% | +86.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,958,000 | -18.6% | 14,626 | +2.6% | 1.35% | -10.1% |
| IBB | Buy | ISHARES TRnasdaq biotech | $1,911,000 | -19.6% | 19,817 | +1.6% | 1.31% | -11.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,770,000 | -13.0% | 12,812 | +3.4% | 1.22% | -3.9% |
| AAPL | Buy | APPLE INC | $1,709,000 | -26.5% | 10,835 | +5.2% | 1.18% | -18.9% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,683,000 | -13.0% | 71,520 | -5.0% | 1.16% | -4.0% |
| FTSM | Buy | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $1,611,000 | +19.3% | 26,919 | +19.7% | 1.11% | +31.7% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,410,000 | -23.9% | 24,579 | +0.5% | 0.97% | -15.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,366,000 | +11.1% | 6,690 | +16.6% | 0.94% | +22.7% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,319,000 | -16.9% | 20,479 | +1.1% | 0.91% | -8.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,250,000 | +431.9% | 44,078 | +528.2% | 0.86% | +489.0% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,208,000 | -16.0% | 10,091 | 0.0% | 0.83% | -7.2% | |
| IGSB | Sell | ISHARES TRsh tr crport etf | $1,154,000 | -46.6% | 22,356 | -46.4% | 0.79% | -41.1% |
| HSBC | HSBC HLDGS PLCspon adr new | $1,114,000 | -6.5% | 27,107 | 0.0% | 0.77% | +3.2% | |
| DVY | Sell | ISHARES TRselect divid etf | $930,000 | -11.6% | 10,417 | -1.2% | 0.64% | -2.3% |
| FNDB | New | SCHWAB STRATEGIC TRschwab fdt us bm | $875,000 | – | 26,138 | +100.0% | 0.60% | – |
| IJK | ISHARES TRs&p mc 400gr etf | $871,000 | -17.9% | 4,553 | 0.0% | 0.60% | -9.4% | |
| VTV | VANGUARD INDEX FDSvalue etf | $867,000 | -11.5% | 8,855 | 0.0% | 0.60% | -2.3% | |
| XOM | Buy | EXXON MOBIL CORP | $855,000 | -17.2% | 12,531 | +3.1% | 0.59% | -8.6% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $839,000 | -19.8% | 16,818 | -20.3% | 0.58% | -11.4% |
| GIM | Buy | TEMPLETON GLOBAL INCOME FD | $838,000 | +19.2% | 138,927 | +21.0% | 0.58% | +31.5% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $822,000 | -19.0% | 7,207 | -1.1% | 0.56% | -10.6% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $803,000 | -15.7% | 8,427 | 0.0% | 0.55% | -6.9% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $778,000 | -15.7% | 16,736 | +300.0% | 0.54% | -7.0% |
| IWD | ISHARES TRrus 1000 val etf | $767,000 | -12.2% | 6,903 | 0.0% | 0.53% | -3.1% | |
| MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $751,000 | -11.0% | 97,907 | +10.8% | 0.52% | -1.9% |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $724,000 | – | 12,085 | +100.0% | 0.50% | – |
| FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $722,000 | -19.8% | 62,726 | +21.9% | 0.50% | -11.4% |
| SUB | New | ISHARES TRshrt nat mun etf | $637,000 | – | 6,041 | +100.0% | 0.44% | – |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $616,000 | -3.8% | 4,699 | +2.9% | 0.42% | +6.3% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $611,000 | -9.6% | 12,462 | -9.7% | 0.42% | -0.2% |
| CFO | Buy | VICTORY PORTFOLIOS II | $595,000 | +163.3% | 13,546 | +209.4% | 0.41% | +190.1% |
| GLD | Buy | SPDR GOLD TRUST | $592,000 | +100.0% | 4,881 | +85.9% | 0.41% | +121.2% |
| NUW | Buy | NUVEEN AMT-FREE MUN VALUE FD | $582,000 | +40.2% | 39,413 | +40.1% | 0.40% | +55.0% |
| PFE | PFIZER INC | $570,000 | -1.0% | 13,064 | 0.0% | 0.39% | +9.2% | |
| MOAT | Sell | VANECK VECTORS ETF TRmorningstar wide | $562,000 | -34.2% | 13,659 | -25.2% | 0.39% | -27.4% |
| SHW | SHERWIN WILLIAMS CO | $551,000 | -13.5% | 1,400 | 0.0% | 0.38% | -4.5% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $548,000 | +0.9% | 529 | +16.3% | 0.38% | +11.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $524,000 | -3.7% | 501 | +11.1% | 0.36% | +6.2% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $501,000 | +2.7% | 4,254 | +2.7% | 0.34% | +13.5% |
| FEN | Sell | FIRST TR ENERGY INCOME & GRW | $474,000 | -34.1% | 25,306 | -21.8% | 0.33% | -27.2% |
| COWZ | New | PACER FDS TRus cash cows 100 | $463,000 | – | 18,022 | +100.0% | 0.32% | – |
| FMB | Sell | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $463,000 | -54.4% | 8,800 | -54.7% | 0.32% | -49.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $457,000 | +15.1% | 11,985 | +23.8% | 0.31% | +27.1% |
| FEM | New | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $451,000 | – | 19,742 | +100.0% | 0.31% | – |
| IAU | Buy | ISHARES GOLD TRUSTishares | $438,000 | +12.0% | 35,625 | +4.0% | 0.30% | +23.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $411,000 | -17.3% | 2,477 | +0.3% | 0.28% | -8.4% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $409,000 | +7.6% | 15,823 | +20.0% | 0.28% | +18.6% |
| FB | Sell | FACEBOOK INCcl a | $372,000 | -45.2% | 2,837 | -31.3% | 0.26% | -39.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $370,000 | +6.9% | 6,573 | +1.6% | 0.25% | +18.1% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $369,000 | -19.6% | 2,451 | 0.0% | 0.25% | -11.2% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $367,000 | -15.6% | 3,711 | -0.1% | 0.25% | -7.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $348,000 | -3.6% | 5,026 | +21.4% | 0.24% | +6.2% |
| FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $339,000 | -10.3% | 8,041 | -0.3% | 0.23% | -0.9% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $336,000 | – | 2,017 | +100.0% | 0.23% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $333,000 | -6.5% | 8,527 | +2.8% | 0.23% | +3.2% |
| IEMG | Buy | ISHARES INCcore msci emkt | $333,000 | +19.4% | 7,052 | +31.1% | 0.23% | +31.6% |
| QUAL | Buy | ISHARES TRusa quality fctr | $330,000 | -6.8% | 4,301 | +9.9% | 0.23% | +3.2% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $327,000 | -3.3% | 4,745 | +19.1% | 0.22% | +7.1% |
| IYH | ISHARES TRus hlthcare etf | $327,000 | -10.9% | 1,810 | 0.0% | 0.22% | -1.7% | |
| HDV | ISHARES TRcore high dv etf | $324,000 | -6.9% | 3,841 | 0.0% | 0.22% | +2.8% | |
| GSLC | New | GOLDMAN SACHS ETF TRequity etf | $320,000 | – | 6,367 | +100.0% | 0.22% | – |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $316,000 | – | 12,475 | +100.0% | 0.22% | – |
| VOO | Buy | VANGUARD INDEX FDS | $300,000 | +22.0% | 1,307 | +42.1% | 0.21% | +34.6% |
| IWV | ISHARES TRrussell 3000 etf | $296,000 | -14.9% | 2,017 | 0.0% | 0.20% | -6.0% | |
| QCOM | Sell | QUALCOMM INC | $295,000 | -24.2% | 5,178 | -4.1% | 0.20% | -16.1% |
| CVX | Buy | CHEVRON CORP NEW | $287,000 | -11.1% | 2,641 | +0.0% | 0.20% | -2.0% |
| FBT | New | FIRST TR EXCHANGE TRADED FDny arca biotech | $269,000 | – | 2,167 | +100.0% | 0.18% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $266,000 | +1.9% | 4,532 | +18.3% | 0.18% | +12.3% |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $265,000 | – | 4,444 | +100.0% | 0.18% | – |
| BFB | BROWN FORMAN CORPcl b | $262,000 | -6.1% | 5,514 | 0.0% | 0.18% | +3.4% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $260,000 | -17.5% | 1,880 | 0.0% | 0.18% | -8.7% | |
| IWS | ISHARES TRrus mdcp val etf | $250,000 | -15.5% | 3,277 | 0.0% | 0.17% | -6.5% | |
| T | Sell | AT&T INC | $244,000 | -19.5% | 8,549 | -5.3% | 0.17% | -11.1% |
| IUSG | ISHARES TRcore s&p us gwt | $243,000 | -15.0% | 4,609 | 0.0% | 0.17% | -6.2% | |
| MTUM | Buy | ISHARES TRusa momentum fct | $241,000 | +19.3% | 2,401 | +41.2% | 0.17% | +31.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $237,000 | -23.1% | 1,855 | -9.7% | 0.16% | -15.1% |
| CELG | Sell | CELGENE CORP | $236,000 | -56.9% | 3,685 | -39.7% | 0.16% | -52.5% |
| SLY | New | SPDR SERIES TRUSTs&p 600 sml cap | $232,000 | – | 3,875 | +100.0% | 0.16% | – |
| XOP | Sell | SPDR SERIES TRUSTs&p oilgas exp | $226,000 | -39.7% | 8,505 | -1.7% | 0.16% | -33.8% |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $216,000 | – | 4,512 | +100.0% | 0.15% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $214,000 | – | 19,540 | +100.0% | 0.15% | – |
| HON | HONEYWELL INTL INC | $210,000 | -20.8% | 1,592 | 0.0% | 0.14% | -12.7% | |
| IVE | ISHARES TRs&p 500 val etf | $202,000 | -12.6% | 1,993 | 0.0% | 0.14% | -3.5% | |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $200,000 | – | 3,299 | +100.0% | 0.14% | – |
| LMBS | Exit | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $0 | – | -4,188 | -100.0% | -0.13% | – |
| OUSM | Exit | OSI ETF TRoshares ftse | $0 | – | -7,567 | -100.0% | -0.13% | – |
| EQL | Exit | ALPS ETF TRequal sec etf | $0 | – | -2,976 | -100.0% | -0.14% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -5,224 | -100.0% | -0.14% | – |
| RFDI | Exit | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn dev | $0 | – | -3,593 | -100.0% | -0.14% | – |
| FXR | Exit | FIRST TR EXCHANGE TRADED FDindls prod dur | $0 | – | -5,285 | -100.0% | -0.14% | – |
| PWC | Exit | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $0 | – | -2,101 | -100.0% | -0.14% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -623 | -100.0% | -0.14% | – |
| NUSC | Exit | NUSHARES ETF TResg small cap | $0 | – | -7,538 | -100.0% | -0.15% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -4,024 | -100.0% | -0.15% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -8,098 | -100.0% | -0.16% | – |
| FTXO | Exit | FIRST TR EXCHANGE TRADED FDnasdaq bk etf | $0 | – | -10,043 | -100.0% | -0.17% | – |
| GNR | Exit | SPDR INDEX SHS FDSglb nat resrce | $0 | – | -5,566 | -100.0% | -0.18% | – |
| PPA | Exit | INVESCO EXCHANGE TRADED FD Taerospace defn | $0 | – | -5,204 | -100.0% | -0.20% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -9,794 | -100.0% | -0.20% | – |
| EMLP | Exit | FIRST TR EXCHANGE TRADED FDno amer energy | $0 | – | -14,266 | -100.0% | -0.21% | – |
| DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -1,580 | -100.0% | -0.26% | – |
| FPE | Exit | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $0 | – | -48,021 | -100.0% | -0.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-04
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.