$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFM | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $1,332,000 | – | 40,504 | +100.0% | 0.57% | – |
| 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% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $537,000 | – | 8,656 | +100.0% | 0.23% | – |
| KL | New | KIRKLAND LAKE GOLD LTD | $318,000 | – | 7,713 | +100.0% | 0.14% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $290,000 | – | 1,246 | +100.0% | 0.12% | – |
| 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.