$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | $1,160,000 | +0.4% | 21,033 | 0.0% | 0.50% | -12.1% | |
| VTV | VANGUARD INDEX FDSvalue etf | $929,000 | +13.8% | 7,811 | 0.0% | 0.40% | -0.5% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $813,000 | +6.4% | 4,674 | 0.0% | 0.35% | -6.9% | |
| IYH | ISHARES TRus hlthcare etf | $527,000 | +8.2% | 2,142 | 0.0% | 0.23% | -5.4% | |
| IJH | ISHARES TRcore s&p mcp etf | $516,000 | +24.0% | 2,245 | 0.0% | 0.22% | +8.3% | |
| IWV | ISHARES TRrussell 3000 etf | $421,000 | +14.1% | 1,885 | 0.0% | 0.18% | -0.5% | |
| IUSG | ISHARES TRcore s&p us gwt | $409,000 | +10.8% | 4,609 | 0.0% | 0.18% | -3.3% | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $383,000 | +7.6% | 7,413 | 0.0% | 0.16% | -5.7% | |
| HON | HONEYWELL INTL INC | $339,000 | +29.4% | 1,592 | 0.0% | 0.15% | +13.2% | |
| IVV | ISHARES TRcore s&p500 etf | $270,000 | +11.6% | 720 | 0.0% | 0.12% | -2.5% | |
| FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $265,000 | +22.7% | 5,285 | 0.0% | 0.11% | +7.5% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $256,000 | +24.3% | 609 | 0.0% | 0.11% | +8.9% |
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.