$203 Million is the total value of Hochman Cole Investment Advisors, Inc.'s 112 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 15.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $16,171,000 | +13.3% | 138,567 | +1.5% | 7.96% | +1.2% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $14,500,000 | +8.6% | 159,483 | -0.4% | 7.14% | -3.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $13,291,000 | +6.1% | 126,000 | +0.7% | 6.54% | -5.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $11,034,000 | +23.8% | 39,714 | +10.3% | 5.43% | +10.5% |
| ICSH | Buy | ISHARES TRultr sh trm bd | $9,922,000 | +51.6% | 196,211 | +51.6% | 4.89% | +35.4% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $8,331,000 | +17.8% | 129,966 | +7.8% | 4.10% | +5.2% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $7,822,000 | +62.4% | 315,930 | +54.1% | 3.85% | +45.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $7,007,000 | +8.6% | 20,924 | +0.0% | 3.45% | -3.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $5,874,000 | +40.2% | 98,927 | +33.2% | 2.89% | +25.1% |
| AAPL | Buy | APPLE INC | $4,717,000 | +41.4% | 40,730 | +345.3% | 2.32% | +26.3% |
| XLC | Buy | SELECT SECTOR SPDR TR | $4,703,000 | +351.3% | 79,169 | +310.8% | 2.32% | +302.8% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $4,657,000 | +11.8% | 77,587 | +11.7% | 2.29% | -0.2% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $4,558,000 | +1.3% | 29,636 | -4.0% | 2.24% | -9.6% |
| SDY | Buy | SPDR SER TRs&p divid etf | $4,204,000 | +2.3% | 45,496 | +1.0% | 2.07% | -8.6% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $3,845,000 | +12.2% | 17,728 | -0.7% | 1.89% | +0.2% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,657,000 | +1.8% | 33,829 | -4.1% | 1.80% | -9.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,477,000 | +14.9% | 15,274 | +2.0% | 1.71% | +2.6% |
| ABBV | Sell | ABBVIE INC | $3,445,000 | -11.1% | 39,326 | -0.4% | 1.70% | -20.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,313,000 | +6.9% | 17,703 | -2.0% | 1.63% | -4.6% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $3,293,000 | +7.3% | 21,048 | -1.9% | 1.62% | -4.2% |
| IBB | Buy | ISHARES TRnasdaq biotech | $3,251,000 | +3.1% | 24,009 | +4.1% | 1.60% | -7.9% |
| ABT | Buy | ABBOTT LABS | $3,170,000 | +19.4% | 29,131 | +0.3% | 1.56% | +6.7% |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $2,509,000 | +16.5% | 45,964 | +11.5% | 1.24% | +4.0% |
| XPH | Buy | SPDR SER TRs&p pharmac | $2,483,000 | +1.3% | 57,104 | +0.1% | 1.22% | -9.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,901,000 | +0.8% | 12,694 | -3.6% | 0.94% | -9.9% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,785,000 | -7.3% | 35,140 | -7.4% | 0.88% | -17.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,722,000 | +5.4% | 9,770 | -2.0% | 0.85% | -5.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,704,000 | +15.8% | 8,001 | -2.9% | 0.84% | +3.5% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,519,000 | +9.1% | 8,435 | 0.0% | 0.75% | -2.6% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,433,000 | +95.0% | 10,640 | +94.8% | 0.71% | +74.3% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,362,000 | +9.8% | 50,914 | -0.1% | 0.67% | -1.9% |
| VOO | Buy | VANGUARD INDEX FDS | $1,287,000 | +13.0% | 4,184 | +4.2% | 0.63% | +1.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,265,000 | +6.4% | 16,427 | -5.1% | 0.62% | -5.0% |
| CFO | Sell | VICTORY PORTFOLIOS II | $1,248,000 | -10.6% | 22,928 | -14.8% | 0.62% | -20.1% |
| IGSB | Buy | ISHARES TR | $1,155,000 | +0.9% | 21,033 | +0.5% | 0.57% | -9.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,129,000 | +16.4% | 18,979 | +7.9% | 0.56% | +3.9% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,067,000 | -0.7% | 19,192 | -1.8% | 0.52% | -11.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,039,000 | +5.9% | 707 | +1.9% | 0.51% | -5.4% |
| AAAU | Buy | PERTH MINT PHYSICAL GOLD ETFunit | $1,016,000 | +82.4% | 54,035 | +72.6% | 0.50% | +62.9% |
| SHW | New | SHERWIN WILLIAMS CO | $975,000 | – | 1,400 | +100.0% | 0.48% | – |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $970,000 | +9.5% | 4,056 | +2.5% | 0.48% | -2.2% |
| NUW | Buy | NUVEEN AMT-FREE MUN VALUE FD | $969,000 | +27.3% | 60,663 | +24.8% | 0.48% | +13.6% |
| AMZN | Sell | AMAZON COM INC | $816,000 | +1.0% | 259 | -11.6% | 0.40% | -9.9% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $816,000 | -1.1% | 7,811 | -5.7% | 0.40% | -11.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $791,000 | +1.4% | 540 | -1.8% | 0.39% | -9.5% |
| DVY | Buy | ISHARES TRselect divid etf | $783,000 | +4.3% | 9,601 | +3.2% | 0.39% | -6.8% |
| IWR | Sell | ISHARES TRrus mid cap etf | $772,000 | +4.6% | 13,460 | -2.2% | 0.38% | -6.6% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $764,000 | +9.3% | 4,674 | 0.0% | 0.38% | -2.3% | |
| IGV | New | ISHARES TRexpanded tech | $751,000 | – | 2,414 | +100.0% | 0.37% | – |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $732,000 | +25.6% | 7,057 | +16.2% | 0.36% | +12.1% |
| DDWM | Sell | WISDOMTREE TRcurrncy int eq | $718,000 | -30.6% | 28,220 | -30.9% | 0.35% | -38.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $669,000 | +6.7% | 6,595 | +0.6% | 0.33% | -4.9% |
| FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $649,000 | -11.3% | 17,013 | -15.7% | 0.32% | -20.8% |
| GIM | Sell | TEMPLETON GLOBAL INCOME FD | $623,000 | -33.7% | 116,511 | -33.4% | 0.31% | -40.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $620,000 | +1.3% | 8,826 | -1.6% | 0.30% | -9.5% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $601,000 | +9.7% | 6,344 | +4.5% | 0.30% | -2.0% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $602,000 | +2.9% | 5,439 | -0.5% | 0.30% | -8.4% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $598,000 | -82.0% | 24,851 | -82.7% | 0.29% | -83.9% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $590,000 | +15.2% | 4,569 | +10.3% | 0.29% | +3.2% |
| FB | Sell | FACEBOOK INCcl a | $589,000 | +8.7% | 2,248 | -5.9% | 0.29% | -3.0% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $555,000 | -16.5% | 17,676 | -20.9% | 0.27% | -25.6% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $533,000 | +0.9% | 4,515 | -3.6% | 0.26% | -10.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $528,000 | +15.0% | 3,594 | +0.0% | 0.26% | +2.8% |
| PFF | Sell | ISHARES TRpfd and incm sec | $507,000 | -3.8% | 13,898 | -8.7% | 0.25% | -14.1% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $493,000 | +4.4% | 3,134 | +11.3% | 0.24% | -6.5% |
| IYH | ISHARES TRus hlthcare etf | $487,000 | +5.4% | 2,142 | 0.0% | 0.24% | -5.9% | |
| RVT | Buy | ROYCE VALUE TR INC | $487,000 | +44.1% | 38,521 | +43.0% | 0.24% | +29.0% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $488,000 | +12.2% | 9,350 | +5.7% | 0.24% | 0.0% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $485,000 | +9.0% | 7,121 | +0.1% | 0.24% | -2.4% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $473,000 | +11.0% | 14,053 | -1.4% | 0.23% | -0.9% |
| BXMX | Buy | NUVEEN S&P 500 BUY-WRITE INC | $470,000 | +156.8% | 41,638 | +149.9% | 0.23% | +128.7% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $431,000 | -24.3% | 5,490 | -28.1% | 0.21% | -32.5% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $416,000 | -3.0% | 2,245 | -7.0% | 0.20% | -13.5% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $417,000 | -8.8% | 1,942 | -15.2% | 0.20% | -18.7% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $400,000 | +8.4% | 14,184 | +3.1% | 0.20% | -3.0% |
| GLD | Sell | SPDR GOLD TR | $397,000 | +4.2% | 2,239 | -1.7% | 0.20% | -7.1% |
| PFE | Buy | PFIZER INC | $381,000 | +16.9% | 10,376 | +4.0% | 0.19% | +4.4% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $375,000 | -90.7% | 14,773 | -90.6% | 0.18% | -91.6% |
| IUSG | ISHARES TRcore s&p us gwt | $369,000 | +11.5% | 4,609 | 0.0% | 0.18% | -0.5% | |
| IWV | Sell | ISHARES TRrussell 3000 etf | $369,000 | +1.7% | 1,885 | -6.5% | 0.18% | -9.0% |
| XOM | Sell | EXXON MOBIL CORP | $367,000 | -35.4% | 10,703 | -15.7% | 0.18% | -42.2% |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $365,000 | – | 7,148 | +100.0% | 0.18% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $361,000 | +12.8% | 5,664 | +7.4% | 0.18% | +1.1% |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $358,000 | – | 6,686 | +100.0% | 0.18% | – |
| FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $356,000 | +3.8% | 7,413 | -0.4% | 0.18% | -7.4% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $350,000 | +25.0% | 4,335 | +14.7% | 0.17% | +11.7% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $335,000 | -4.6% | 1,075 | -14.5% | 0.16% | -14.9% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $330,000 | -3.2% | 7,482 | -12.2% | 0.16% | -13.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $320,000 | +5.6% | 5,762 | +0.0% | 0.16% | -5.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $316,000 | -20.8% | 5,977 | -28.7% | 0.16% | -29.1% |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $288,000 | -20.0% | 1,223 | -24.6% | 0.14% | -28.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $283,000 | +15.0% | 1,662 | +5.9% | 0.14% | +2.2% |
| PWZ | New | INVESCO EXCH TRADED FD TR IIcalif amt mun | $281,000 | – | 10,192 | +100.0% | 0.14% | – |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $277,000 | -46.4% | 999 | -50.1% | 0.14% | -52.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $261,000 | -10.3% | 4,097 | -14.2% | 0.13% | -19.4% |
| HON | HONEYWELL INTL INC | $262,000 | +13.9% | 1,592 | 0.0% | 0.13% | +1.6% | |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $260,000 | +5.7% | 13,556 | +1.4% | 0.13% | -5.9% |
| IJJ | ISHARES TRs&p mc 400vl etf | $254,000 | +1.6% | 1,880 | 0.0% | 0.12% | -9.4% | |
| IAU | New | ISHARES GOLD TRUSTishares | $249,000 | – | 13,850 | +100.0% | 0.12% | – |
| QQQN | New | VICTORY PORTFOLIOS IIvs nasdq nxt 50 | $250,000 | – | 9,465 | +100.0% | 0.12% | – |
| MSFT | Sell | MICROSOFT CORP | $245,000 | -2.4% | 1,165 | -5.4% | 0.12% | -12.3% |
| IVV | ISHARES TRcore s&p500 etf | $242,000 | +8.5% | 720 | 0.0% | 0.12% | -3.3% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $233,000 | -0.9% | 2,877 | -3.5% | 0.12% | -11.5% |
| IYJ | Buy | ISHARES TRus industrials | $231,000 | +10.5% | 1,384 | +0.1% | 0.11% | -0.9% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $221,000 | – | 5,101 | +100.0% | 0.11% | – |
| IWS | ISHARES TRrus mdcp val etf | $219,000 | +5.8% | 2,709 | 0.0% | 0.11% | -5.3% | |
| FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $216,000 | +8.0% | 5,285 | 0.0% | 0.11% | -3.6% | |
| EQL | ALPS ETF TRequal sec etf | $214,000 | +5.9% | 2,778 | 0.0% | 0.10% | -5.4% | |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $209,000 | – | 1,624 | +100.0% | 0.10% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $206,000 | – | 609 | +100.0% | 0.10% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $206,000 | – | 1,836 | +100.0% | 0.10% | – |
| QCOM | Sell | QUALCOMM INC | $200,000 | -2.0% | 1,701 | -23.9% | 0.10% | -12.5% |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,390 | -100.0% | -0.12% | – |
| FEN | Exit | FIRST TR ENERGY INCOME & GRW | $0 | – | -19,758 | -100.0% | -0.12% | – |
| PTLC | Exit | PACER FDS TRtrendp us lar cp | $0 | – | -8,389 | -100.0% | -0.13% | – |
| FXN | Exit | FIRST TR EXCHANGE TRADED FDenergy alphadx | $0 | – | -45,622 | -100.0% | -0.16% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -17,098 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-23
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.