$255 Million is the total value of Hochman Cole Investment Advisors, Inc.'s 128 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -828 | -100.0% | -0.08% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -1,564 | -100.0% | -0.08% | – |
| RVT | Exit | ROYCE VALUE TR INC | $0 | – | -11,466 | -100.0% | -0.09% | – |
| PWC | Exit | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $0 | – | -1,849 | -100.0% | -0.09% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -1,370 | -100.0% | -0.10% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -10,150 | -100.0% | -0.14% | – |
| PMAY | Exit | INNOVATOR ETFS TRs&p 500 pwr buf | $0 | – | -34,705 | -100.0% | -0.41% | – |
| XME | Exit | SPDR SER TRs&p metals mng | $0 | – | -26,669 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-20
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.