$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | |
| IJK | ISHARES TRs&p mc 400gr etf | $706,000 | -25.1% | 3,957 | 0.0% | 0.48% | -5.5% | |
| 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% | |
| IWD | ISHARES TRrus 1000 val etf | $459,000 | -27.4% | 4,630 | 0.0% | 0.32% | -8.4% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $344,000 | -24.4% | 2,291 | 0.0% | 0.24% | -4.8% | |
| IWV | ISHARES TRrussell 3000 etf | $299,000 | -21.3% | 2,017 | 0.0% | 0.20% | -1.0% | |
| IUSG | ISHARES TRcore s&p us gwt | $263,000 | -15.7% | 4,609 | 0.0% | 0.18% | +5.9% | |
| HON | HONEYWELL INTL INC | $226,000 | -24.4% | 1,692 | 0.0% | 0.16% | -4.9% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $206,000 | -35.8% | 1,880 | 0.0% | 0.14% | -19.4% |
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.