Hochman Cole Investment Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 (CYA) 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

View all past filings