$238 Million is the total value of Hochman Cole Investment Advisors, Inc.'s 126 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $17,243,000 | -2.9% | 129,832 | -4.9% | 7.24% | -5.3% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $16,154,000 | -5.7% | 142,166 | -7.2% | 6.78% | -8.1% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $14,257,000 | +2.7% | 122,121 | -0.2% | 5.98% | +0.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $13,599,000 | +2.7% | 42,611 | +0.9% | 5.71% | +0.1% |
| ICSH | Sell | ISHARES TRblackrock ultra | $11,390,000 | -3.1% | 225,445 | -3.1% | 4.78% | -5.6% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $10,973,000 | +8.7% | 430,157 | +9.9% | 4.61% | +5.9% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $9,449,000 | +0.8% | 138,327 | -0.5% | 3.97% | -1.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $8,037,000 | +2.0% | 20,278 | -3.8% | 3.37% | -0.6% |
| XLC | Buy | SELECT SECTOR SPDR TR | $7,718,000 | +10.5% | 105,260 | +1.7% | 3.24% | +7.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $5,752,000 | +6.3% | 26,868 | -3.3% | 2.41% | +3.6% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $5,396,000 | -1.0% | 84,260 | -3.0% | 2.26% | -3.5% |
| AAPL | Sell | APPLE INC | $4,699,000 | -18.6% | 38,465 | -11.5% | 1.97% | -20.6% |
| SDY | Buy | SPDR SER TRs&p divid etf | $4,455,000 | +14.3% | 37,745 | +2.6% | 1.87% | +11.4% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,403,000 | +8.0% | 31,078 | -2.8% | 1.85% | +5.2% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $4,369,000 | -18.9% | 72,851 | -18.8% | 1.83% | -20.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,052,000 | -1.7% | 16,673 | -2.4% | 1.70% | -4.1% |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,766,000 | +5.1% | 16,823 | -0.5% | 1.58% | +2.5% |
| IBB | Buy | ISHARES TRnasdaq biotech | $3,719,000 | +0.1% | 24,701 | +0.7% | 1.56% | -2.5% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $3,625,000 | +0.4% | 19,564 | -4.8% | 1.52% | -2.1% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,596,000 | -0.6% | 13,991 | -2.1% | 1.51% | -3.2% |
| ABBV | Sell | ABBVIE INC | $3,476,000 | -18.9% | 32,121 | -19.7% | 1.46% | -21.0% |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $3,366,000 | +15.4% | 48,579 | +3.3% | 1.41% | +12.5% |
| XPH | Sell | SPDR SER TRs&p pharmac | $2,764,000 | -4.8% | 54,892 | -1.6% | 1.16% | -7.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,689,000 | +12.2% | 12,171 | -0.4% | 1.13% | +9.4% |
| ABT | Sell | ABBOTT LABS | $2,271,000 | -28.4% | 18,946 | -34.6% | 0.95% | -30.2% |
| PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $2,041,000 | +53.2% | 59,001 | +45.7% | 0.86% | +49.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,018,000 | +11.7% | 7,901 | +1.4% | 0.85% | +8.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,964,000 | +7.3% | 8,872 | +0.3% | 0.82% | +4.6% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,917,000 | +602.2% | 95,126 | +603.7% | 0.80% | +582.2% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,860,000 | +7.5% | 36,652 | +7.6% | 0.78% | +4.8% |
| VOO | Sell | VANGUARD INDEX FDS | $1,831,000 | +5.2% | 5,025 | -0.8% | 0.77% | +2.5% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,758,000 | +1.2% | 8,193 | 0.0% | 0.74% | -1.3% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,656,000 | +7.7% | 52,108 | +3.8% | 0.70% | +5.0% |
| XME | New | SPDR SER TRs&p metals mng | $1,639,000 | – | 41,049 | +100.0% | 0.69% | – |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,625,000 | +13.8% | 16,500 | +2.3% | 0.68% | +10.9% |
| CFO | Buy | VICTORY PORTFOLIOS II | $1,516,000 | +7.9% | 22,573 | +0.2% | 0.64% | +5.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,475,000 | +21.0% | 713 | +2.4% | 0.62% | +17.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,255,000 | +5.9% | 21,585 | +7.0% | 0.53% | +3.3% |
| IGSB | ISHARES TR | $1,150,000 | -0.9% | 21,033 | 0.0% | 0.48% | -3.4% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,139,000 | +20.1% | 552 | +2.0% | 0.48% | +17.2% |
| IJK | ISHARES TRs&p mc 400gr etf | $1,117,000 | +8.4% | 14,258 | 0.0% | 0.47% | +5.6% | |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,084,000 | -0.5% | 19,212 | +0.1% | 0.46% | -3.0% |
| VTV | VANGUARD INDEX FDSvalue etf | $1,027,000 | +10.5% | 7,811 | 0.0% | 0.43% | +7.8% | |
| DVY | Sell | ISHARES TRselect divid etf | $996,000 | +7.8% | 8,731 | -9.1% | 0.42% | +5.0% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $933,000 | +11.1% | 7,664 | +6.0% | 0.39% | +8.3% |
| IWR | Sell | ISHARES TRrus mid cap etf | $909,000 | +0.7% | 12,295 | -6.6% | 0.38% | -1.8% |
| NUW | Sell | NUVEEN AMT-FREE MUN VALUE FD | $905,000 | -15.1% | 54,885 | -15.4% | 0.38% | -17.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $888,000 | +12.8% | 8,178 | -4.5% | 0.37% | +10.0% |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $865,000 | +0.9% | 64,163 | -3.6% | 0.36% | -1.6% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $851,000 | +4.7% | 4,774 | +2.1% | 0.36% | +2.0% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $849,000 | +13.0% | 24,947 | -2.1% | 0.36% | +10.2% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $844,000 | +13.4% | 6,256 | 0.0% | 0.35% | +10.6% | |
| AMZN | Buy | AMAZON COM INC | $829,000 | -1.3% | 268 | +3.9% | 0.35% | -3.9% |
| FB | Sell | FACEBOOK INCcl a | $813,000 | +3.7% | 2,762 | -3.7% | 0.34% | +0.9% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $774,000 | -7.4% | 15,007 | -8.3% | 0.32% | -9.7% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $746,000 | +16.4% | 4,506 | 0.0% | 0.31% | +13.4% | |
| FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $742,000 | +14.0% | 14,475 | -0.1% | 0.31% | +11.1% |
| SHW | SHERWIN WILLIAMS CO | $738,000 | +0.4% | 1,000 | 0.0% | 0.31% | -2.2% | |
| IGV | ISHARES TRexpanded tech | $734,000 | -3.5% | 2,149 | 0.0% | 0.31% | -6.1% | |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $700,000 | +12.2% | 4,165 | +7.4% | 0.29% | +9.3% |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $697,000 | +0.7% | 6,420 | 0.0% | 0.29% | -1.7% | |
| DIAX | Buy | NUVEEN DOW 30 DYNAMIC OVERWR | $696,000 | +8.6% | 42,812 | +1.6% | 0.29% | +5.8% |
| IWD | ISHARES TRrus 1000 val etf | $673,000 | +10.9% | 4,442 | 0.0% | 0.28% | +8.0% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $625,000 | +11.0% | 9,960 | +6.4% | 0.26% | +8.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $615,000 | +19.2% | 2,363 | +5.3% | 0.26% | +16.2% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $590,000 | +21.4% | 14,503 | +0.1% | 0.25% | +18.7% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $588,000 | +5.2% | 14,442 | +2.5% | 0.25% | +2.5% |
| TIP | Sell | ISHARES TRtips bd etf | $583,000 | -6.9% | 4,642 | -5.3% | 0.24% | -9.3% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $563,000 | +21.6% | 13,534 | +0.1% | 0.24% | +18.6% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $561,000 | -3.6% | 3,995 | -5.8% | 0.24% | -6.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $544,000 | +5.4% | 7,859 | +3.3% | 0.23% | +2.7% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $540,000 | +4.4% | 6,829 | +0.1% | 0.23% | +1.8% |
| IYH | ISHARES TRus hlthcare etf | $541,000 | +2.7% | 2,142 | 0.0% | 0.23% | 0.0% | |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $536,000 | -0.2% | 8,768 | +1.3% | 0.22% | -2.6% |
| PFF | Buy | ISHARES TRpfd and incm sec | $533,000 | -0.2% | 13,879 | +0.1% | 0.22% | -2.6% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $509,000 | -3.0% | 3,170 | +1.5% | 0.21% | -5.3% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $501,000 | -1.8% | 5,231 | -2.6% | 0.21% | -4.5% |
| FEM | New | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $477,000 | – | 18,080 | +100.0% | 0.20% | – |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $468,000 | +2.6% | 1,705 | 0.0% | 0.20% | 0.0% | |
| IWV | ISHARES TRrussell 3000 etf | $447,000 | +6.2% | 1,885 | 0.0% | 0.19% | +3.9% | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $426,000 | +11.2% | 7,413 | 0.0% | 0.18% | +8.5% | |
| IUSG | ISHARES TRcore s&p us gwt | $418,000 | +2.2% | 4,609 | 0.0% | 0.18% | -0.6% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $416,000 | +1.5% | 1,160 | 0.0% | 0.18% | -1.1% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $414,000 | -0.5% | 10,994 | -4.8% | 0.17% | -2.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $412,000 | +52.6% | 1,036 | +43.9% | 0.17% | +49.1% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $402,000 | +1.5% | 4,184 | -3.8% | 0.17% | -1.2% |
| EEM | ISHARES TRmsci emg mkt etf | $390,000 | +3.2% | 7,319 | 0.0% | 0.16% | +0.6% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $383,000 | +18.2% | 3,760 | 0.0% | 0.16% | +15.0% | |
| IEMG | ISHARES INCcore msci emkt | $377,000 | +3.9% | 5,854 | 0.0% | 0.16% | +1.3% | |
| DDWM | Sell | WISDOMTREE TRcurrncy int eq | $351,000 | -38.0% | 11,797 | -42.0% | 0.15% | -39.8% |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $345,000 | +9.2% | 4,634 | 0.0% | 0.14% | +6.6% | |
| HON | HONEYWELL INTL INC | $346,000 | +2.1% | 1,592 | 0.0% | 0.14% | -0.7% | |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $340,000 | – | 7,053 | +100.0% | 0.14% | – |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $336,000 | +48.7% | 10,928 | +36.7% | 0.14% | +45.4% |
| IAU | Sell | ISHARES GOLD TRishares | $330,000 | -27.8% | 20,300 | -19.5% | 0.14% | -29.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $311,000 | +21.5% | 5,972 | +17.0% | 0.13% | +19.1% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $308,000 | +6.9% | 934 | -0.6% | 0.13% | +4.0% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $303,000 | +5.9% | 1,467 | 0.0% | 0.13% | +3.3% | |
| FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $299,000 | +12.8% | 5,285 | 0.0% | 0.13% | +10.5% | |
| QQQN | Buy | VICTORY PORTFOLIOS IIvs nasdq nxt 50 | $299,000 | -0.7% | 9,482 | +0.1% | 0.13% | -3.1% |
| IYJ | ISHARES TRus industrials | $293,000 | +8.9% | 2,771 | 0.0% | 0.12% | +6.0% | |
| PWZ | Buy | INVESCO EXCH TRADED FD TR IIcalif amt mun | $285,000 | -0.7% | 10,291 | +0.5% | 0.12% | -3.2% |
| MSFT | Buy | MICROSOFT CORP | $279,000 | +6.1% | 1,181 | +0.1% | 0.12% | +3.5% |
| IWS | ISHARES TRrus mdcp val etf | $277,000 | +12.6% | 2,537 | 0.0% | 0.12% | +9.4% | |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $276,000 | -1.1% | 1,030 | -3.4% | 0.12% | -3.3% |
| EFA | ISHARES TRmsci eafe etf | $277,000 | +4.1% | 3,647 | 0.0% | 0.12% | +0.9% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $274,000 | +10.9% | 2,706 | +0.4% | 0.12% | +8.5% |
| FCAL | New | FIRST TR EXCH TRADED FD IIIcalif mun incm | $260,000 | – | 4,813 | +100.0% | 0.11% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $257,000 | +14.7% | 3,524 | +0.7% | 0.11% | +12.5% |
| QCOM | Buy | QUALCOMM INC | $246,000 | -7.5% | 1,855 | +6.2% | 0.10% | -10.4% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $244,000 | -15.9% | 1,076 | -13.6% | 0.10% | -18.4% |
| FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $239,000 | +14.4% | 4,107 | 0.0% | 0.10% | +11.1% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $238,000 | -7.0% | 500 | -17.9% | 0.10% | -9.1% |
| VHT | VANGUARD WORLD FDShealth car etf | $238,000 | +2.1% | 1,040 | 0.0% | 0.10% | 0.0% | |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $233,000 | – | 7,177 | +100.0% | 0.10% | – |
| VFH | VANGUARD WORLD FDSfinancials etf | $232,000 | +16.0% | 2,749 | 0.0% | 0.10% | +12.8% | |
| SBUX | STARBUCKS CORP | $228,000 | +2.2% | 2,087 | 0.0% | 0.10% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $228,000 | +4.1% | 1,552 | 0.0% | 0.10% | +2.1% | |
| IVE | ISHARES TRs&p 500 val etf | $226,000 | +10.2% | 1,602 | 0.0% | 0.10% | +8.0% | |
| IWP | ISHARES TRrus md cp gr etf | $226,000 | -0.4% | 2,210 | 0.0% | 0.10% | -3.1% | |
| IQLT | New | ISHARES TRmsci intl qualty | $226,000 | – | 6,213 | +100.0% | 0.10% | – |
| GLD | Sell | SPDR GOLD TR | $216,000 | -85.7% | 1,350 | -84.1% | 0.09% | -86.0% |
| PWC | New | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $214,000 | – | 1,849 | +100.0% | 0.09% | – |
| XBI | Sell | SPDR SER TRs&p biotech | $212,000 | -7.4% | 1,564 | -3.9% | 0.09% | -10.1% |
| RVT | Sell | ROYCE VALUE TR INC | $208,000 | -27.5% | 11,487 | -35.3% | 0.09% | -29.8% |
| EQL | New | ALPS ETF TRequal sec etf | $206,000 | – | 2,196 | +100.0% | 0.09% | – |
| GIM | Exit | TEMPLETON GLOBAL INCOME FD | $0 | – | -30,462 | -100.0% | -0.07% | – |
| KL | Exit | KIRKLAND LAKE GOLD LTD | $0 | – | -7,713 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-10
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.