$146 Million is the total value of Hochman Cole Investment Advisors, Inc.'s 104 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 22.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $11,348,000 | -13.5% | 128,110 | -0.5% | 7.79% | +9.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $10,823,000 | -14.9% | 134,662 | -2.9% | 7.43% | +7.2% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $9,627,000 | -22.8% | 162,075 | -5.6% | 6.61% | -2.7% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $6,597,000 | -15.7% | 121,116 | -2.5% | 4.53% | +6.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $6,274,000 | +31.8% | 32,953 | +47.2% | 4.31% | +66.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,265,000 | +70.8% | 20,426 | +113.2% | 3.61% | +115.1% |
| ICSH | Sell | ISHARES TRultr sh trm bd | $5,241,000 | -50.0% | 104,920 | -49.6% | 3.60% | -37.0% |
| SDY | Sell | SPDR SER TRs&p divid etf | $3,797,000 | -37.3% | 47,545 | -15.5% | 2.61% | -21.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,569,000 | -30.4% | 30,918 | -0.1% | 2.45% | -12.3% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $3,411,000 | -45.9% | 161,365 | -14.3% | 2.34% | -31.9% |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $3,337,000 | -13.7% | 152,513 | -1.2% | 2.29% | +8.7% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $3,297,000 | -0.6% | 59,495 | +15.9% | 2.26% | +25.2% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $3,144,000 | -29.7% | 150,991 | +3.9% | 2.16% | -11.5% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,080,000 | -29.7% | 36,654 | -3.2% | 2.11% | -11.5% |
| ABBV | Buy | ABBVIE INC | $2,956,000 | -13.5% | 38,793 | +0.5% | 2.03% | +9.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,698,000 | -15.1% | 17,910 | -0.9% | 1.85% | +6.9% |
| IWB | Sell | ISHARES TRrus 1000 etf | $2,600,000 | -20.9% | 18,368 | -0.3% | 1.78% | -0.4% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $2,588,000 | -25.9% | 21,849 | -7.5% | 1.78% | -6.7% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $2,322,000 | -16.0% | 14,822 | -2.3% | 1.59% | +5.8% |
| AAPL | Sell | APPLE INC | $2,312,000 | -14.1% | 9,092 | -0.8% | 1.59% | +8.3% |
| ABT | Sell | ABBOTT LABS | $2,282,000 | -11.8% | 28,913 | -2.9% | 1.57% | +11.1% |
| IBB | Buy | ISHARES TRnasdaq biotech | $2,253,000 | -7.1% | 20,910 | +4.0% | 1.55% | +17.0% |
| XPH | Sell | SPDR SER TRs&p pharmac | $2,064,000 | -23.2% | 57,227 | -2.7% | 1.42% | -3.3% |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $1,782,000 | +31.6% | 40,746 | +64.9% | 1.22% | +65.7% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,719,000 | +32.3% | 34,611 | +34.4% | 1.18% | +66.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,660,000 | +20.9% | 9,082 | +49.8% | 1.14% | +52.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,526,000 | -32.1% | 13,335 | -1.8% | 1.05% | -14.6% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,345,000 | -35.6% | 10,214 | -12.8% | 0.92% | -18.9% |
| VOO | Buy | VANGUARD INDEX FDS | $1,223,000 | +174.8% | 5,164 | +243.4% | 0.84% | +246.7% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,216,000 | -13.3% | 20,593 | -11.8% | 0.84% | +9.3% |
| CFO | Buy | VICTORY PORTFOLIOS II | $1,207,000 | -1.0% | 25,861 | +11.6% | 0.83% | +24.7% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,165,000 | -30.8% | 56,289 | -8.5% | 0.80% | -12.9% |
| DDWM | Buy | WISDOMTREE TRcurrncy int eq | $1,137,000 | -8.9% | 49,728 | +20.8% | 0.78% | +14.7% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $1,131,000 | +33.2% | 41,870 | +65.0% | 0.78% | +67.6% |
| IGSB | Sell | ISHARES TRsh tr crport etf | $1,115,000 | -2.9% | 21,294 | -0.5% | 0.76% | +22.2% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,072,000 | -20.2% | 8,465 | 0.0% | 0.74% | +0.5% | |
| FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,032,000 | -2.6% | 19,083 | 0.0% | 0.71% | +22.5% | |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,030,000 | -33.1% | 17,458 | -7.6% | 0.71% | -15.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $890,000 | -3.8% | 16,555 | +9.9% | 0.61% | +21.2% |
| DVY | Sell | ISHARES TRselect divid etf | $817,000 | -30.9% | 11,111 | -0.6% | 0.56% | -12.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $791,000 | -11.0% | 680 | +2.3% | 0.54% | +12.2% |
| GIM | Sell | TEMPLETON GLOBAL INCOME FD | $785,000 | -19.2% | 146,656 | -7.5% | 0.54% | +1.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $738,000 | -27.4% | 8,284 | -2.4% | 0.51% | -8.7% |
| IJK | ISHARES TRs&p mc 400gr etf | $706,000 | -25.1% | 3,957 | 0.0% | 0.48% | -5.5% | |
| FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $655,000 | -34.5% | 21,319 | -10.2% | 0.45% | -17.4% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $644,000 | -14.9% | 4,674 | -0.5% | 0.44% | +7.0% |
| GOOGL | ALPHABET INCcap stk cl a | $622,000 | -13.2% | 535 | 0.0% | 0.43% | +9.2% | |
| IWR | ISHARES TRrus mid cap etf | $594,000 | -27.6% | 13,763 | 0.0% | 0.41% | -8.7% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $541,000 | -31.8% | 6,653 | 0.0% | 0.37% | -14.1% | |
| AMZN | Buy | AMAZON COM INC | $534,000 | +55.2% | 274 | +47.3% | 0.37% | +95.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $522,000 | -64.6% | 20,185 | -54.0% | 0.36% | -55.5% |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $513,000 | -18.4% | 2,714 | -4.5% | 0.35% | +2.6% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $509,000 | -62.5% | 17,507 | -22.6% | 0.35% | -52.8% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $505,000 | -11.7% | 4,141 | +3.5% | 0.35% | +11.2% |
| XOM | Buy | EXXON MOBIL CORP | $494,000 | -34.0% | 13,005 | +21.2% | 0.34% | -16.9% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $486,000 | -43.8% | 5,469 | -13.2% | 0.33% | -29.1% |
| PFF | Sell | ISHARES TRpfd and incm sec | $463,000 | -74.5% | 14,549 | -69.9% | 0.32% | -67.9% |
| IWD | ISHARES TRrus 1000 val etf | $459,000 | -27.4% | 4,630 | 0.0% | 0.32% | -8.4% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $458,000 | -35.5% | 8,159 | -3.7% | 0.31% | -18.9% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $449,000 | -11.4% | 6,073 | +0.8% | 0.31% | +11.6% |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $448,000 | – | 2,045 | +100.0% | 0.31% | – |
| FB | Buy | FACEBOOK INCcl a | $425,000 | -9.2% | 2,545 | +11.5% | 0.29% | +14.5% |
| IYH | Buy | ISHARES TRus hlthcare etf | $402,000 | +7.5% | 2,140 | +23.5% | 0.28% | +35.3% |
| HSBC | Sell | HSBC HLDGS PLCspon adr new | $393,000 | -61.7% | 14,024 | -46.6% | 0.27% | -51.8% |
| NUW | New | NUVEEN AMT-FREE MUN VALUE FD | $381,000 | – | 24,330 | +100.0% | 0.26% | – |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $381,000 | -11.8% | 2,905 | +0.1% | 0.26% | +11.1% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $364,000 | -26.0% | 3,714 | -5.4% | 0.25% | -6.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $363,000 | -25.6% | 2,525 | +6.6% | 0.25% | -6.4% |
| IFN | Buy | INDIA FD INC | $355,000 | +31.5% | 26,075 | +94.4% | 0.24% | +66.0% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $350,000 | -13.6% | 14,338 | +10.4% | 0.24% | +8.6% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $344,000 | -24.4% | 2,291 | 0.0% | 0.24% | -4.8% | |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $337,000 | – | 8,039 | +100.0% | 0.23% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $335,000 | +33.5% | 9,809 | +75.2% | 0.23% | +67.9% |
| PFE | Sell | PFIZER INC | $326,000 | -18.1% | 9,980 | -1.8% | 0.22% | +3.2% |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $313,000 | -57.5% | 14,157 | -40.2% | 0.22% | -46.4% |
| IWV | ISHARES TRrussell 3000 etf | $299,000 | -21.3% | 2,017 | 0.0% | 0.20% | -1.0% | |
| FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $298,000 | -22.4% | 7,444 | -2.9% | 0.20% | -1.9% |
| XLC | Buy | SELECT SECTOR SPDR TR | $295,000 | +14.3% | 6,666 | +38.6% | 0.20% | +43.3% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $277,000 | -51.1% | 5,304 | -39.5% | 0.19% | -38.5% |
| RVT | Buy | ROYCE VALUE TR INC | $275,000 | -0.7% | 28,470 | +51.6% | 0.19% | +25.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $276,000 | +20.0% | 5,165 | +55.9% | 0.19% | +51.2% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $270,000 | -9.1% | 1,273 | +4.8% | 0.18% | +14.2% |
| QCOM | New | QUALCOMM INC | $267,000 | – | 3,943 | +100.0% | 0.18% | – |
| IUSG | ISHARES TRcore s&p us gwt | $263,000 | -15.7% | 4,609 | 0.0% | 0.18% | +5.9% | |
| VSMV | Sell | VICTORY PORTFOLIOS II | $253,000 | -30.9% | 9,429 | -14.7% | 0.17% | -12.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $252,000 | -34.2% | 6,214 | -12.9% | 0.17% | -17.2% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $243,000 | -20.6% | 5,761 | +13.2% | 0.17% | 0.0% |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $244,000 | – | 7,326 | +100.0% | 0.17% | – |
| T | Sell | AT&T INC | $242,000 | -25.3% | 8,287 | -0.1% | 0.17% | -6.2% |
| QUAL | Sell | ISHARES TRusa quality fctr | $237,000 | -24.8% | 2,920 | -6.4% | 0.16% | -5.2% |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $235,000 | – | 3,323 | +100.0% | 0.16% | – |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $229,000 | – | 13,985 | +100.0% | 0.16% | – |
| HON | HONEYWELL INTL INC | $226,000 | -24.4% | 1,692 | 0.0% | 0.16% | -4.9% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $226,000 | -22.1% | 3,690 | -2.3% | 0.16% | -1.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $223,000 | -22.3% | 1,729 | -1.5% | 0.15% | -1.9% |
| JPM | New | JPMORGAN CHASE & CO | $221,000 | – | 2,459 | +100.0% | 0.15% | – |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $221,000 | -43.6% | 6,600 | -25.2% | 0.15% | -29.0% |
| IJJ | ISHARES TRs&p mc 400vl etf | $206,000 | -35.8% | 1,880 | 0.0% | 0.14% | -19.4% | |
| MSFT | New | MICROSOFT CORP | $201,000 | – | 1,275 | +100.0% | 0.14% | – |
| FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $200,000 | -53.6% | 50,232 | +23.2% | 0.14% | -41.7% |
| FEN | Sell | FIRST TR ENERGY INCOME & GRW | $172,000 | -68.6% | 19,758 | -18.3% | 0.12% | -60.4% |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $168,000 | -49.1% | 16,664 | -30.7% | 0.12% | -36.1% |
| TPYP | Sell | MANAGED PORTFOLIO SERtortoise nram pi | $161,000 | -56.7% | 11,859 | -25.1% | 0.11% | -45.8% |
| MLPA | Sell | GLOBAL X FDSglbl x mlp etf | $96,000 | -88.3% | 30,457 | -70.9% | 0.07% | -85.3% |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -2,738 | -100.0% | -0.11% | – |
| VIG | Exit | VANGUARD GROUPdiv app etf | $0 | – | -1,684 | -100.0% | -0.11% | – |
| EQL | Exit | ALPS ETF TRequal sec etf | $0 | – | -2,778 | -100.0% | -0.12% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,537 | -100.0% | -0.12% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -609 | -100.0% | -0.12% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -1,836 | -100.0% | -0.13% | – |
| FXR | Exit | FIRST TR EXCHANGE TRADED FDindls prod dur | $0 | – | -5,285 | -100.0% | -0.13% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -737 | -100.0% | -0.13% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,107 | -100.0% | -0.14% | – |
| SLY | Exit | SPDR SERIES TRUSTs&p 600 sml cap | $0 | – | -3,524 | -100.0% | -0.14% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -2,881 | -100.0% | -0.15% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -9,546 | -100.0% | -0.17% | – |
| FEM | Exit | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $0 | – | -11,901 | -100.0% | -0.17% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -4,084 | -100.0% | -0.22% | – |
| GSIE | Exit | GOLDMAN SACHS ETF TRactivebeta int | $0 | – | -17,175 | -100.0% | -0.28% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -7,968 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-23
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.