$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 35.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
| IBB | Buy | ISHARES TRnasdaq biotech | $3,717,000 | +14.3% | 24,536 | +2.2% | 1.60% | 0.0% |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $2,916,000 | +16.2% | 47,029 | +2.3% | 1.26% | +1.7% |
| VOO | Buy | VANGUARD INDEX FDS | $1,741,000 | +35.3% | 5,066 | +21.1% | 0.75% | +18.3% |
| GLD | Buy | SPDR GOLD TR | $1,512,000 | +280.9% | 8,480 | +278.7% | 0.65% | +233.8% |
| PFM | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $1,332,000 | – | 40,504 | +100.0% | 0.57% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,185,000 | +5.0% | 20,173 | +6.3% | 0.51% | -8.3% |
| 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% |
| DVY | Buy | ISHARES TRselect divid etf | $924,000 | +18.0% | 9,604 | +0.0% | 0.40% | +3.1% |
| 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% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $836,000 | +129.0% | 16,369 | +129.0% | 0.36% | +100.0% |
| FB | Buy | FACEBOOK INCcl a | $784,000 | +33.1% | 2,869 | +27.6% | 0.34% | +16.6% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $751,000 | +25.6% | 25,481 | +2.5% | 0.32% | +9.9% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $692,000 | +15.1% | 6,420 | +1.2% | 0.30% | +0.7% |
| DIAX | New | NUVEEN DOW 30 DYNAMIC OVERWR | $641,000 | – | 42,140 | +100.0% | 0.28% | – |
| 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% |
| 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% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $516,000 | +42.9% | 7,608 | +34.3% | 0.22% | +24.7% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $486,000 | +21.5% | 14,484 | +2.1% | 0.21% | +6.1% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $457,000 | +83.5% | 25,220 | +82.1% | 0.20% | +60.2% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $410,000 | +22.4% | 1,160 | +7.9% | 0.18% | +7.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $396,000 | +13.1% | 4,350 | +0.3% | 0.17% | -0.6% |
| 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% | – |
| 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% | – |
| PWZ | Buy | INVESCO EXCH TRADED FD TR IIcalif amt mun | $287,000 | +2.1% | 10,241 | +0.5% | 0.12% | -10.1% |
| IYJ | Buy | ISHARES TRus industrials | $269,000 | +16.5% | 2,771 | +100.2% | 0.12% | +1.8% |
| QCOM | Buy | QUALCOMM INC | $266,000 | +33.0% | 1,746 | +2.6% | 0.12% | +17.3% |
| MSFT | Buy | MICROSOFT CORP | $263,000 | +7.3% | 1,180 | +1.3% | 0.11% | -6.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $256,000 | +15.8% | 5,103 | +0.0% | 0.11% | +0.9% |
| 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% | – |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $209,000 | – | 4,107 | +100.0% | 0.09% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $200,000 | – | 2,749 | +100.0% | 0.09% | – |
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.