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Hochman Cole Investment Advisors

Latest statistics and disclosures from Hochman Cole Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are XLK, FXL, QQQ, XLV, PFFD, and represent 31.04% of Hochman Cole Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: PSEP, PAUG, LMBS, PAPR, XLU, FVD, SPD, UBER, AVUV, Simplify Exchange Traded Fun.
Started 11 new stock positions in BXMX, PAPR, DFAS, FCAL, PJUL, SPD, PSEP, PAUG, Simplify Exchange Traded Fun, UBER. MindMed.
Reduced shares in these 10 stocks: , PMAY, FXL, FTSM, ICSH, NUW, VB, IAU, IWF, IWM.
Sold out of its positions in COIN, PMAY, BMVP, IAU, MTUM, RVT, XME, XBI.
Hochman Cole Investment Advisors was a net buyer of stock by $6.3M.
Hochman Cole Investment Advisors has $255M in assets under management (AUM), dropping by 1.94%.
Central Index Key (CIK): 0001568890

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Positions held by Hochman Cole Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hochman Cole Investment Advisors

Hochman Cole Investment Advisors holds 128 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Select Sector Spdr Tr Technology (XLK)	7.2	$19M		124k	149.32	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	6.2	$16M	-4%	128k	122.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.1	$16M	+2%	44k	357.97	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	5.9	$15M		119k	127.30	View chart
Global X Fds Us Pfd Etf (PFFD)	5.6	$14M	+2%	553k	25.76	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	3.9	$9.9M	+4%	144k	68.84	View chart
Ishares Tr Blackrock Ultra (ICSH)	3.7	$9.4M	-5%	186k	50.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.4	$8.7M		20k	429.13	View chart
Select Sector Spdr Tr Communication (XLC)	3.3	$8.4M		105k	80.11	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	2.3	$6.0M	+18%	93k	63.88	View chart
Apple (AAPL)	2.2	$5.5M	+5%	39k	141.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$5.2M	-8%	24k	218.68	View chart
Ishares Tr Ishares Biotech (IBB)	1.9	$4.9M	+7%	31k	161.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$4.5M	-5%	16k	274.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$4.4M	-3%	29k	149.82	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.7	$4.4M		37k	117.56	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.6	$4.1M	+10%	56k	73.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$4.0M		17k	241.73	View chart
Abbvie (ABBV)	1.5	$3.9M	+7%	36k	107.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$3.9M		19k	200.94	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$3.8M	-3%	13k	290.15	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)	1.2	$3.1M	NEW	108k	29.05	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.1	$2.9M	-18%	49k	59.95	View chart
Spdr Ser Tr S&p Pharmac (XPH)	1.0	$2.5M	-3%	53k	47.44	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.0	$2.4M	+86%	48k	50.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$2.4M	-9%	11k	218.71	View chart
Abbott Laboratories (ABT)	0.9	$2.2M		19k	118.11	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.8	$2.2M	-6%	60k	35.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.1M		7.8k	273.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.0M		5.2k	394.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$2.0M	+7%	746.00	2664.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$1.8M	-11%	7.8k	236.82	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.7	$1.8M	-4%	89k	20.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$1.7M	-2%	7.1k	236.35	View chart
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)	0.6	$1.6M	NEW	56k	29.21	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$1.6M	-6%	53k	30.49	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.6	$1.6M	-3%	16k	97.84	View chart
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)	0.6	$1.5M	-6%	30k	50.72	View chart
First Tr Value Line Divid In SHS (FVD)	0.5	$1.4M	+194%	36k	39.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.4M	-2%	521.00	2673.70	View chart
Amazon (AMZN)	0.5	$1.3M	+45%	406.00	3285.71	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.5	$1.3M	-5%	19k	71.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$1.1M	+4%	6.6k	169.28	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$1.1M		19k	56.79	View chart
Verizon Communications (VZ)	0.4	$1.0M	-9%	19k	53.99	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.0M		7.6k	135.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$996k		9.1k	109.22	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$962k		12k	78.24	View chart
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR)	0.4	$950k	NEW	33k	28.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$940k	-5%	8.2k	114.69	View chart
Facebook Cl A (META)	0.4	$938k	+4%	2.8k	339.36	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$937k	-15%	12k	79.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$919k	+197%	12k	75.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$894k	-10%	6.8k	131.70	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.3	$892k	NEW	29k	30.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$882k	-5%	16k	54.63	View chart
Ishares Tr Expanded Tech (IGV)	0.3	$858k		2.1k	399.26	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.3	$848k		4.7k	179.28	View chart
Sherwin-Williams Company (SHW)	0.3	$839k		3.0k	279.67	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$818k	-7%	22k	37.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$797k	+37%	6.2k	127.62	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$780k	-5%	5.6k	139.66	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$771k		4.3k	179.55	View chart
Uber Technologies (UBER)	0.3	$759k	NEW	17k	44.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$754k		4.8k	156.46	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.3	$729k		6.1k	119.04	View chart
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)	0.3	$713k	-5%	13k	53.58	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$671k	+6%	11k	63.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$616k		2.3k	262.91	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$591k		2.1k	275.91	View chart
Vanguard World Fds Utilities Etf (VPU)	0.2	$575k	+7%	4.1k	139.09	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$571k		13k	43.73	View chart
Simplify Exchange Traded Fun Tail Risk Strat	0.2	$570k	NEW	23k	24.78	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$536k		3.2k	166.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$519k	-16%	13k	38.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$501k		1.2k	430.41	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$486k	-12%	11k	44.24	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$480k		1.9k	254.64	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$472k		4.6k	102.41	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.2	$470k	NEW	16k	29.73	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$464k	-21%	5.4k	85.99	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$452k	-15%	4.3k	105.48	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$441k	-5%	1.1k	401.27	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$440k	-17%	12k	37.33	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$436k	-12%	11k	38.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$417k	+2%	4.0k	103.96	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.2	$417k		7.4k	56.25	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$399k	-10%	5.4k	73.53	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$387k		3.8k	102.93	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$371k	+59%	13k	29.50	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.1	$362k		11k	32.23	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$351k	-7%	1.3k	280.13	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$345k		5.5k	62.64	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.1	$339k	NEW	24k	14.24	View chart
Honeywell International (HON)	0.1	$338k		1.6k	212.31	View chart
Qualcomm (QCOM)	0.1	$337k	+35%	2.6k	128.97	View chart
Microsoft Corporation (MSFT)	0.1	$332k		1.2k	282.31	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$330k	-60%	19k	17.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$326k		1.5k	222.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$322k	+2%	4.1k	78.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$319k	+15%	4.3k	74.19	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.1	$316k	-9%	11k	29.84	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$315k	-14%	6.2k	50.42	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$312k	-36%	12k	26.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$306k	-4%	904.00	338.50	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$306k	-8%	4.0k	76.60	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$303k		5.3k	57.33	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$297k		2.8k	107.07	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.1	$288k	NEW	5.3k	54.54	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$287k		2.5k	113.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$282k	-3%	944.00	298.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$279k		2.7k	103.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$277k	NEW	4.8k	57.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$263k	-17%	5.3k	50.09	View chart
Victory Portfolios Ii Vs Nasdq Nxt 50 (QQQN)	0.1	$259k	-13%	7.9k	32.60	View chart
Vanguard World Fds Financials Etf (VFH)	0.1	$255k		2.7k	92.76	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$248k		2.2k	112.22	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.1	$243k		4.1k	59.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$233k		1.6k	145.44	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$233k	-3%	4.8k	48.38	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$229k	-3%	6.0k	37.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$219k	-6%	1.4k	153.79	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.1	$218k		2.2k	99.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$214k		1.3k	164.11	View chart
Starbucks Corporation (SBUX)	0.1	$208k		1.9k	110.23	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$207k	-4%	3.4k	61.72	View chart
Walt Disney Company (DIS)	0.1	$201k	-4%	1.2k	169.19	View chart
Mind Medicine Mindmed Com Sub Vtg	0.0	$74k	NEW	32k	2.33	View chart

Past Filings by Hochman Cole Investment Advisors

SEC 13F filings are viewable for Hochman Cole Investment Advisors going back to 2015

Hochman Cole Investment Advisors 2021 Q3 filed Oct. 20, 2021
Hochman Cole Investment Advisors 2021 Q2 filed Aug. 23, 2021
Hochman Cole Investment Advisors 2021 Q1 filed May 10, 2021
Hochman Cole Investment Advisors 2020 Q4 filed Feb. 12, 2021
Hochman Cole Investment Advisors 2020 Q3 filed Oct. 23, 2020
Hochman Cole Investment Advisors 2020 Q2 filed July 29, 2020
Hochman Cole Investment Advisors 2020 Q1 filed April 23, 2020
Hochman Cole Investment Advisors 2019 Q4 filed Feb. 3, 2020
Hochman Cole Investment Advisors 2019 Q3 filed Nov. 12, 2019
Hochman Cole Investment Advisors 2019 Q2 filed Aug. 6, 2019
Hochman Cole Investment Advisors 2019 Q1 filed April 26, 2019
Hochman Cole Investment Advisors 2018 Q4 filed Feb. 4, 2019
Hochman Cole Investment Advisors 2018 Q3 filed Oct. 9, 2018
Hochman Cole Investment Advisors 2018 Q2 filed July 16, 2018
Hochman Cole Investment Advisors 2018 Q1 filed May 4, 2018
Hochman Cole Investment Advisors 2017 Q4 filed Jan. 23, 2018

View all past filings

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