$2.89 Million is the total value of Hochman Cole Investment Advisors, Inc.'s 120 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 17.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $17,753,000 | +9.8% | 136,540 | -1.5% | 7.64% | -4.0% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $17,133,000 | +18.2% | 153,221 | -3.9% | 7.38% | +3.3% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $13,877,000 | +4.4% | 122,329 | -2.9% | 5.98% | -8.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $13,245,000 | +20.0% | 42,216 | +6.3% | 5.70% | +5.0% |
| ICSH | Buy | ISHARES TRblackrock ultra | $11,758,000 | +18.5% | 232,732 | +18.6% | 5.06% | +3.6% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $10,099,000 | +29.1% | 391,416 | +23.9% | 4.35% | +12.9% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $9,375,000 | +12.5% | 138,993 | +6.9% | 4.04% | -1.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $7,881,000 | +12.5% | 21,079 | +0.7% | 3.39% | -1.6% |
| XLC | Buy | SELECT SECTOR SPDR TR | $6,987,000 | +48.6% | 103,538 | +30.8% | 3.01% | +29.9% |
| AAPL | Buy | APPLE INC | $5,770,000 | +22.3% | 43,482 | +6.8% | 2.48% | +7.0% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $5,448,000 | -7.3% | 86,889 | -12.2% | 2.35% | -18.9% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $5,412,000 | +18.7% | 27,798 | -6.2% | 2.33% | +3.9% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $5,384,000 | +15.6% | 89,673 | +15.6% | 2.32% | +1.1% |
| ABBV | Buy | ABBVIE INC | $4,287,000 | +24.4% | 40,010 | +1.7% | 1.85% | +8.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,120,000 | +7.2% | 17,087 | -3.6% | 1.77% | -6.3% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,077,000 | +11.5% | 31,963 | -5.5% | 1.76% | -2.5% |
| SDY | Sell | SPDR SER TRs&p divid etf | $3,899,000 | -7.3% | 36,803 | -19.1% | 1.68% | -18.9% |
| IBB | Buy | ISHARES TRnasdaq biotech | $3,717,000 | +14.3% | 24,536 | +2.2% | 1.60% | 0.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,619,000 | +4.1% | 14,287 | -6.5% | 1.56% | -8.9% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $3,612,000 | +9.7% | 20,552 | -2.4% | 1.56% | -4.1% |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,582,000 | +8.1% | 16,909 | -4.5% | 1.54% | -5.4% |
| ABT | Sell | ABBOTT LABS | $3,171,000 | +0.0% | 28,958 | -0.6% | 1.37% | -12.5% |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $2,916,000 | +16.2% | 47,029 | +2.3% | 1.26% | +1.7% |
| XPH | Sell | SPDR SER TRs&p pharmac | $2,904,000 | +17.0% | 55,778 | -2.3% | 1.25% | +2.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,396,000 | +26.0% | 12,223 | -3.7% | 1.03% | +10.3% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,830,000 | +6.3% | 8,848 | -9.4% | 0.79% | -7.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,806,000 | +6.0% | 7,791 | -2.6% | 0.78% | -7.3% |
| VOO | Buy | VANGUARD INDEX FDS | $1,741,000 | +35.3% | 5,066 | +21.1% | 0.75% | +18.3% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,737,000 | +14.4% | 8,193 | -2.9% | 0.75% | 0.0% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,731,000 | -3.0% | 34,076 | -3.0% | 0.74% | -15.2% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,538,000 | +12.9% | 50,178 | -1.4% | 0.66% | -1.3% |
| GLD | Buy | SPDR GOLD TR | $1,512,000 | +280.9% | 8,480 | +278.7% | 0.65% | +233.8% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,428,000 | +12.9% | 16,122 | -1.9% | 0.62% | -1.3% |
| CFO | Sell | VICTORY PORTFOLIOS II | $1,405,000 | +12.6% | 22,528 | -1.7% | 0.60% | -1.6% |
| PFM | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $1,332,000 | – | 40,504 | +100.0% | 0.57% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,219,000 | +17.3% | 696 | -1.6% | 0.52% | +2.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,185,000 | +5.0% | 20,173 | +6.3% | 0.51% | -8.3% |
| IGSB | ISHARES TR | $1,160,000 | +0.4% | 21,033 | 0.0% | 0.50% | -12.1% | |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,089,000 | +2.1% | 19,202 | +0.1% | 0.47% | -10.7% |
| NUW | Buy | NUVEEN AMT-FREE MUN VALUE FD | $1,066,000 | +10.0% | 64,899 | +7.0% | 0.46% | -3.8% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,030,000 | +6.2% | 14,258 | +251.5% | 0.44% | -7.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $948,000 | +19.8% | 541 | +0.2% | 0.41% | +4.9% |
| VTV | VANGUARD INDEX FDSvalue etf | $929,000 | +13.8% | 7,811 | 0.0% | 0.40% | -0.5% | |
| DVY | Buy | ISHARES TRselect divid etf | $924,000 | +18.0% | 9,604 | +0.0% | 0.40% | +3.1% |
| IWR | Sell | ISHARES TRrus mid cap etf | $903,000 | +17.0% | 13,166 | -2.2% | 0.39% | +2.4% |
| BXMX | Buy | NUVEEN S&P 500 BUY-WRITE INC | $857,000 | +82.3% | 66,566 | +59.9% | 0.37% | +59.7% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $840,000 | +14.8% | 7,227 | +2.4% | 0.36% | +0.6% |
| AMZN | Sell | AMAZON COM INC | $840,000 | +2.9% | 258 | -0.4% | 0.36% | -10.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $836,000 | +129.0% | 16,369 | +129.0% | 0.36% | +100.0% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $813,000 | +6.4% | 4,674 | 0.0% | 0.35% | -6.9% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $787,000 | +26.9% | 8,562 | -3.0% | 0.34% | +11.1% |
| FB | Buy | FACEBOOK INCcl a | $784,000 | +33.1% | 2,869 | +27.6% | 0.34% | +16.6% |
| IGV | Sell | ISHARES TRexpanded tech | $761,000 | +1.3% | 2,149 | -11.0% | 0.33% | -11.4% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $751,000 | +25.6% | 25,481 | +2.5% | 0.32% | +9.9% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $744,000 | +11.2% | 6,256 | -5.1% | 0.32% | -2.7% |
| SHW | Sell | SHERWIN WILLIAMS CO | $735,000 | -24.6% | 1,000 | -28.6% | 0.32% | -34.0% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $692,000 | +15.1% | 6,420 | +1.2% | 0.30% | +0.7% |
| FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $651,000 | +0.3% | 14,492 | -14.8% | 0.28% | -12.5% |
| DIAX | New | NUVEEN DOW 30 DYNAMIC OVERWR | $641,000 | – | 42,140 | +100.0% | 0.28% | – |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $641,000 | +6.5% | 4,506 | -17.2% | 0.28% | -6.8% |
| TIP | New | ISHARES TRtips bd etf | $626,000 | – | 4,903 | +100.0% | 0.27% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $624,000 | +18.2% | 3,878 | +7.9% | 0.27% | +3.5% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $607,000 | +13.9% | 4,442 | -1.6% | 0.26% | -0.4% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $582,000 | -1.4% | 4,240 | -7.2% | 0.25% | -13.7% |
| DDWM | Sell | WISDOMTREE TRcurrncy int eq | $566,000 | -21.2% | 20,333 | -27.9% | 0.24% | -31.1% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $563,000 | +15.4% | 9,358 | +0.1% | 0.24% | +0.8% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $559,000 | +18.2% | 14,087 | +0.2% | 0.24% | +3.4% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $537,000 | – | 8,656 | +100.0% | 0.23% | – |
| PFF | Sell | ISHARES TRpfd and incm sec | $534,000 | +5.3% | 13,871 | -0.2% | 0.23% | -8.0% |
| IYH | ISHARES TRus hlthcare etf | $527,000 | +8.2% | 2,142 | 0.0% | 0.23% | -5.4% | |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $525,000 | +6.5% | 3,123 | -0.4% | 0.23% | -7.0% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $517,000 | +6.6% | 6,825 | -4.2% | 0.22% | -6.7% |
| USMV | Buy | ISHARES TRmsci usa min vol | $516,000 | +42.9% | 7,608 | +34.3% | 0.22% | +24.7% |
| IJH | ISHARES TRcore s&p mcp etf | $516,000 | +24.0% | 2,245 | 0.0% | 0.22% | +8.3% | |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $510,000 | +18.3% | 5,371 | -2.2% | 0.22% | +3.8% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $486,000 | +21.5% | 14,484 | +2.1% | 0.21% | +6.1% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $463,000 | +23.5% | 13,515 | -8.5% | 0.20% | +7.6% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $457,000 | +83.5% | 25,220 | +82.1% | 0.20% | +60.2% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $456,000 | +9.4% | 1,705 | -12.2% | 0.20% | -4.4% |
| IWV | ISHARES TRrussell 3000 etf | $421,000 | +14.1% | 1,885 | 0.0% | 0.18% | -0.5% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $416,000 | -25.0% | 11,552 | -34.6% | 0.18% | -34.4% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $410,000 | +22.4% | 1,160 | +7.9% | 0.18% | +7.3% |
| IUSG | ISHARES TRcore s&p us gwt | $409,000 | +10.8% | 4,609 | 0.0% | 0.18% | -3.3% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $396,000 | +13.1% | 4,350 | +0.3% | 0.17% | -0.6% |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $383,000 | +7.6% | 7,413 | 0.0% | 0.16% | -5.7% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $378,000 | +14.5% | 7,319 | -2.2% | 0.16% | +0.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $363,000 | +14.9% | 5,854 | -2.1% | 0.16% | 0.0% |
| HON | HONEYWELL INTL INC | $339,000 | +29.4% | 1,592 | 0.0% | 0.15% | +13.2% | |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $324,000 | +27.6% | 3,760 | +100.0% | 0.14% | +12.0% |
| KL | New | KIRKLAND LAKE GOLD LTD | $318,000 | – | 7,713 | +100.0% | 0.14% | – |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $316,000 | -1.2% | 4,634 | -19.6% | 0.14% | -13.9% |
| QQQN | Buy | VICTORY PORTFOLIOS IIvs nasdq nxt 50 | $301,000 | +20.4% | 9,477 | +0.1% | 0.13% | +5.7% |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $290,000 | – | 1,246 | +100.0% | 0.12% | – |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $288,000 | +4.0% | 940 | -5.9% | 0.12% | -8.8% |
| PWZ | Buy | INVESCO EXCH TRADED FD TR IIcalif amt mun | $287,000 | +2.1% | 10,241 | +0.5% | 0.12% | -10.1% |
| RVT | Sell | ROYCE VALUE TR INC | $287,000 | -41.1% | 17,766 | -53.9% | 0.12% | -48.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $286,000 | +1.1% | 1,467 | -11.7% | 0.12% | -11.5% |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $279,000 | -3.1% | 1,066 | -12.8% | 0.12% | -15.5% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $273,000 | +5.0% | 13,518 | -0.3% | 0.12% | -7.8% |
| IYJ | Buy | ISHARES TRus industrials | $269,000 | +16.5% | 2,771 | +100.2% | 0.12% | +1.8% |
| IVV | ISHARES TRcore s&p500 etf | $270,000 | +11.6% | 720 | 0.0% | 0.12% | -2.5% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $266,000 | +1.9% | 3,647 | -11.0% | 0.12% | -10.9% |
| QCOM | Buy | QUALCOMM INC | $266,000 | +33.0% | 1,746 | +2.6% | 0.12% | +17.3% |
| FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $265,000 | +22.7% | 5,285 | 0.0% | 0.11% | +7.5% | |
| MSFT | Buy | MICROSOFT CORP | $263,000 | +7.3% | 1,180 | +1.3% | 0.11% | -6.6% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $256,000 | +24.3% | 609 | 0.0% | 0.11% | +8.9% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $256,000 | +15.8% | 5,103 | +0.0% | 0.11% | +0.9% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $247,000 | +6.0% | 2,694 | -6.4% | 0.11% | -7.8% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $246,000 | +12.3% | 2,537 | -6.3% | 0.11% | -1.9% |
| VHT | New | VANGUARD WORLD FDShealth car etf | $233,000 | – | 1,040 | +100.0% | 0.10% | – |
| XBI | New | SPDR SER TRs&p biotech | $229,000 | – | 1,628 | +100.0% | 0.10% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $227,000 | – | 2,210 | +100.0% | 0.10% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $226,000 | – | 7,995 | +100.0% | 0.10% | – |
| SBUX | New | STARBUCKS CORP | $223,000 | – | 2,087 | +100.0% | 0.10% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $224,000 | – | 3,499 | +100.0% | 0.10% | – |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $219,000 | +4.8% | 1,552 | -4.4% | 0.09% | -8.7% |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $209,000 | – | 4,107 | +100.0% | 0.09% | – |
| IVE | Sell | ISHARES TRs&p 500 val etf | $205,000 | -0.5% | 1,602 | -12.7% | 0.09% | -12.9% |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $200,000 | – | 2,749 | +100.0% | 0.09% | – |
| GIM | Sell | TEMPLETON GLOBAL INCOME FD | $168,000 | -73.0% | 30,462 | -73.9% | 0.07% | -76.5% |
| EQL | Exit | ALPS ETF TRequal sec etf | $0 | – | -2,778 | -100.0% | -0.10% | – |
| JMBS | Exit | JANUS DETROIT STR TRhenderson mtg | $0 | – | -6,686 | -100.0% | -0.18% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -10,703 | -100.0% | -0.18% | – |
| PFE | Exit | PFIZER INC | $0 | – | -10,376 | -100.0% | -0.19% | – |
| AAAU | Exit | PERTH MINT PHYSICAL GOLD ETFunit | $0 | – | -54,035 | -100.0% | -0.50% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -10,640 | -100.0% | -0.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.