$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.