| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNMD | Exit | MIND MEDICINE MINDMED INC | $0 | – | -31,760 | -100.0% | -0.03% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,188 | -100.0% | -0.08% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -1,887 | -100.0% | -0.08% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -3,354 | -100.0% | -0.08% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,304 | -100.0% | -0.08% | – |
| EQL | Exit | ALPS ETF TRequal sec etf | $0 | – | -2,196 | -100.0% | -0.08% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,424 | -100.0% | -0.09% | – |
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -6,035 | -100.0% | -0.09% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -4,816 | -100.0% | -0.09% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -1,602 | -100.0% | -0.09% | – |
| FXD | Exit | FIRST TR EXCHANGE TRADED FDconsumr discre | $0 | – | -4,107 | -100.0% | -0.10% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,210 | -100.0% | -0.10% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -2,749 | -100.0% | -0.10% | – |
| QQQN | Exit | VICTORY PORTFOLIOS IIvs nasdq nxt 50 | $0 | – | -7,944 | -100.0% | -0.10% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -5,251 | -100.0% | -0.10% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -4,825 | -100.0% | -0.11% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -2,695 | -100.0% | -0.11% | – |
| RYH | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $0 | – | -944 | -100.0% | -0.11% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -2,537 | -100.0% | -0.11% | – |
| FCAL | Exit | FIRST TR EXCH TRADED FD IIIcalif mun incm | $0 | – | -5,281 | -100.0% | -0.11% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -2,774 | -100.0% | -0.12% | – |
| FXR | Exit | FIRST TR EXCHANGE TRADED FDindls prod dur | $0 | – | -5,285 | -100.0% | -0.12% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -904 | -100.0% | -0.12% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -3,995 | -100.0% | -0.12% | – |
| FEM | Exit | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $0 | – | -11,586 | -100.0% | -0.12% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -6,247 | -100.0% | -0.12% | – |
| DDWM | Exit | WISDOMTREE TRcurrncy int eq | $0 | – | -10,590 | -100.0% | -0.12% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -4,300 | -100.0% | -0.12% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -4,122 | -100.0% | -0.13% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,467 | -100.0% | -0.13% | – |
| NUW | Exit | NUVEEN AMT-FREE MUN VALUE FD | $0 | – | -19,326 | -100.0% | -0.13% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,176 | -100.0% | -0.13% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -2,613 | -100.0% | -0.13% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,592 | -100.0% | -0.13% | – |
| BXMX | Exit | NUVEEN S&P 500 BUY-WRITE INC | $0 | – | -23,808 | -100.0% | -0.13% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -5,508 | -100.0% | -0.14% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -1,253 | -100.0% | -0.14% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -11,231 | -100.0% | -0.14% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -12,577 | -100.0% | -0.14% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -3,760 | -100.0% | -0.15% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -5,426 | -100.0% | -0.16% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -4,011 | -100.0% | -0.16% | – |
| FXG | Exit | FIRST TR EXCHANGE TRADED FDconsumr staple | $0 | – | -7,413 | -100.0% | -0.16% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -11,239 | -100.0% | -0.17% | – |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -11,787 | -100.0% | -0.17% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -1,099 | -100.0% | -0.17% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -4,285 | -100.0% | -0.18% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -5,396 | -100.0% | -0.18% | – |
| PJUL | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -15,810 | -100.0% | -0.18% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -4,609 | -100.0% | -0.18% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -1,885 | -100.0% | -0.19% | – |
| FXO | Exit | FIRST TR EXCHANGE TRADED FDfinls alphadex | $0 | – | -10,986 | -100.0% | -0.19% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,164 | -100.0% | -0.20% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -13,418 | -100.0% | -0.20% | – |
| FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -3,225 | -100.0% | -0.21% | – |
| Exit | SIMPLIFY EXCHANGE TRADED FUNtail risk strat | $0 | – | -23,000 | -100.0% | -0.22% | – | |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -13,056 | -100.0% | -0.22% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -4,134 | -100.0% | -0.22% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -2,142 | -100.0% | -0.23% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -2,343 | -100.0% | -0.24% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -10,608 | -100.0% | -0.26% | – |
| FNDB | Exit | SCHWAB STRATEGIC TRschwab fdt us bm | $0 | – | -13,308 | -100.0% | -0.28% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -6,124 | -100.0% | -0.29% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -4,819 | -100.0% | -0.30% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -16,953 | -100.0% | -0.30% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -4,294 | -100.0% | -0.30% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -5,585 | -100.0% | -0.30% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -6,245 | -100.0% | -0.31% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -21,795 | -100.0% | -0.32% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -3,000 | -100.0% | -0.33% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -4,730 | -100.0% | -0.33% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -2,149 | -100.0% | -0.34% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -16,146 | -100.0% | -0.34% | – |
| SPD | Exit | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $0 | – | -29,315 | -100.0% | -0.35% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -6,788 | -100.0% | -0.35% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -12,148 | -100.0% | -0.36% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -11,830 | -100.0% | -0.37% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -2,764 | -100.0% | -0.37% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -8,196 | -100.0% | -0.37% | – |
| PAPR | Exit | INNOVATOR ETFS TRus eqt pwr buf | $0 | – | -33,251 | -100.0% | -0.37% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -12,295 | -100.0% | -0.38% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -9,119 | -100.0% | -0.39% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -7,628 | -100.0% | -0.40% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -19,243 | -100.0% | -0.41% | – |
| FMB | Exit | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | – | -19,230 | -100.0% | -0.43% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -6,581 | -100.0% | -0.44% | – |
| CFO | Exit | VICTORY PORTFOLIOS II | $0 | – | -18,551 | -100.0% | -0.52% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -406 | -100.0% | -0.52% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -521 | -100.0% | -0.55% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -35,727 | -100.0% | -0.55% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -29,513 | -100.0% | -0.59% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -15,914 | -100.0% | -0.61% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -53,239 | -100.0% | -0.64% | – |
| PAUG | Exit | INNOVATOR ETFS TRus eqty pwr bf | $0 | – | -55,589 | -100.0% | -0.64% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -7,125 | -100.0% | -0.66% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -89,020 | -100.0% | -0.72% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -7,795 | -100.0% | -0.72% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -746 | -100.0% | -0.78% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -5,164 | -100.0% | -0.80% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -7,795 | -100.0% | -0.83% | – |
| PFM | Exit | INVESCO EXCHANGE TRADED FD Tdivid achievev | $0 | – | -59,976 | -100.0% | -0.84% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -18,915 | -100.0% | -0.88% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -10,859 | -100.0% | -0.93% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -48,186 | -100.0% | -0.95% | – |
| XPH | Exit | SPDR SER TRs&p pharmac | $0 | – | -52,630 | -100.0% | -0.98% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -48,743 | -100.0% | -1.14% | – |
| PSEP | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -107,832 | -100.0% | -1.23% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -13,069 | -100.0% | -1.48% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -19,185 | -100.0% | -1.51% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -36,415 | -100.0% | -1.54% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -16,498 | -100.0% | -1.56% | – |
| MOAT | Exit | VANECK ETF TRUSTmrngstr wde moat | $0 | – | -56,287 | -100.0% | -1.62% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -37,225 | -100.0% | -1.71% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -29,415 | -100.0% | -1.73% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -16,300 | -100.0% | -1.75% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -30,537 | -100.0% | -1.93% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -23,884 | -100.0% | -2.05% | – |
| AAPL | Exit | APPLE INC | $0 | – | -38,987 | -100.0% | -2.16% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -93,363 | -100.0% | -2.34% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -105,089 | -100.0% | -3.30% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -20,220 | -100.0% | -3.40% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -185,797 | -100.0% | -3.68% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -143,690 | -100.0% | -3.87% | – |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -553,362 | -100.0% | -5.58% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -119,180 | -100.0% | -5.94% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -43,671 | -100.0% | -6.12% | – |
| FXL | Exit | FIRST TR EXCHANGE TRADED FDtech alphadex | $0 | – | -127,827 | -100.0% | -6.15% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -123,832 | -100.0% | -7.24% | – |
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.