Hochman Cole Investment Advisors

Hochman Cole Investment Advisors as of March 31, 2020

Portfolio Holdings for Hochman Cole Investment Advisors

Hochman Cole Investment Advisors holds 104 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Health Care SPDR (XLV) 7.8 $11M 128k 88.58
Technology SPDR (XLK) 7.4 $11M 135k 80.37
First Trust Tech AlphaDEX Fnd (FXL) 6.6 $9.6M 162k 59.40
Consumer Staples Select Sect. SPDR (XLP) 4.5 $6.6M 121k 54.47
Invesco Qqq Trust Series 1 (QQQ) 4.3 $6.3M 33k 190.39
Spdr S&p 500 Etf (SPY) 3.6 $5.3M 20k 257.76
Ishares Tr liquid inc etf (ICSH) 3.6 $5.2M 105k 49.95
SPDR S&P Dividend (SDY) 2.6 $3.8M 48k 79.86
Vanguard Small-Cap ETF (VB) 2.5 $3.6M 31k 115.43
First Trust Financials AlphaDEX (FXO) 2.3 $3.4M 161k 21.14
Global X Fds us pfd etf (PFFD) 2.3 $3.3M 153k 21.88
Utilities SPDR (XLU) 2.3 $3.3M 60k 55.42
Financial Select Sector SPDR (XLF) 2.2 $3.1M 151k 20.82
Invesco S&p 500 Equal Weight Etf (RSP) 2.1 $3.1M 37k 84.03
Abbvie (ABBV) 2.0 $3.0M 39k 76.20
iShares Russell 1000 Growth Index (IWF) 1.9 $2.7M 18k 150.64
iShares Russell 1000 Index (IWB) 1.8 $2.6M 18k 141.55
Vanguard Large-Cap ETF (VV) 1.8 $2.6M 22k 118.45
Apple (AAPL) 1.6 $2.3M 9.1k 254.29
Vanguard Growth ETF (VUG) 1.6 $2.3M 15k 156.66
Abbott Laboratories (ABT) 1.6 $2.3M 29k 78.93
iShares NASDAQ Biotechnology Index (IBB) 1.6 $2.3M 21k 107.75
SPDR S&P Pharmaceuticals (XPH) 1.4 $2.1M 57k 36.07
Vaneck Vectors Etf Tr morningstar wide (MOAT) 1.2 $1.8M 41k 43.73
J P Morgan Exchange Traded F ultra shrt (JPST) 1.2 $1.7M 35k 49.67
Berkshire Hathaway (BRK.B) 1.1 $1.7M 9.1k 182.78
iShares Russell 2000 Index (IWM) 1.1 $1.5M 13k 114.44
Vanguard Mid-Cap ETF (VO) 0.9 $1.3M 10k 131.68
Vanguard S&p 500 Etf idx (VOO) 0.8 $1.2M 5.2k 236.83
First Trust Iv Enhanced Short (FTSM) 0.8 $1.2M 21k 59.05
Victory Portfolios Ii Cemp Us 500 Enha etf (CFO) 0.8 $1.2M 26k 46.67
Schwab Emerging Markets Equity ETF (SCHE) 0.8 $1.2M 56k 20.70
Pacer Fds Tr trendp 750 etf (PTLC) 0.8 $1.1M 42k 27.01
Wisdomtree Tr currncy int eq (DDWM) 0.8 $1.1M 50k 22.86
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.8 $1.1M 21k 52.36
Vanguard Mid-Cap Growth ETF (VOT) 0.7 $1.1M 8.5k 126.64
Industrial SPDR (XLI) 0.7 $1.0M 18k 59.00
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 0.7 $1.0M 19k 54.08
Verizon Communications (VZ) 0.6 $890k 17k 53.76
iShares Dow Jones Select Dividend (DVY) 0.6 $817k 11k 73.53
Templeton Global Income Fund 0.5 $785k 147k 5.35
Alphabet Inc Class C cs (GOOG) 0.5 $791k 680.00 1163.24
Vanguard Value ETF (VTV) 0.5 $738k 8.3k 89.09
iShares S&P MidCap 400 Growth (IJK) 0.5 $706k 4.0k 178.42
Schwab Strategic Tr schwab fdt us bm (FNDB) 0.5 $655k 21k 30.72
Vanguard Consumer Staples ETF (VDC) 0.4 $644k 4.7k 137.78
Alphabet Inc Class A cs (GOOGL) 0.4 $622k 535.00 1162.62
iShares Russell Midcap Index Fund (IWR) 0.4 $594k 14k 43.16
Amazon (AMZN) 0.4 $534k 274.00 1948.91
Vanguard Mid-Cap Value ETF (VOE) 0.4 $541k 6.7k 81.32
Schwab International Equity ETF (SCHF) 0.4 $522k 20k 25.86
Energy Select Sector SPDR (XLE) 0.3 $509k 18k 29.07
Vanguard Utilities ETF (VPU) 0.3 $505k 4.1k 121.95
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) 0.3 $513k 2.7k 189.02
Exxon Mobil Corporation (XOM) 0.3 $494k 13k 37.99
Vanguard Small-Cap Value ETF (VBR) 0.3 $486k 5.5k 88.86
iShares Russell 1000 Value Index (IWD) 0.3 $459k 4.6k 99.14
iShares S&P US Pref Stock Idx Fnd (PFF) 0.3 $463k 15k 31.82
SPDR Dow Jones Industrial Average ETF (DIA) 0.3 $448k 2.0k 219.07
iShares S&P SmallCap 600 Index (IJR) 0.3 $458k 8.2k 56.13
First Trust Health Care AlphaDEX (FXH) 0.3 $449k 6.1k 73.93
Facebook Inc cl a (META) 0.3 $425k 2.5k 166.99
iShares Dow Jones US Healthcare (IYH) 0.3 $402k 2.1k 187.85
HSBC Holdings (HSBC) 0.3 $393k 14k 28.02
First Trust Amex Biotech Index Fnd (FBT) 0.3 $381k 2.9k 131.15
Nuveen Mun Value Fd 2 (NUW) 0.3 $381k 24k 15.66
iShares S&P MidCap 400 Index (IJH) 0.2 $363k 2.5k 143.76
Consumer Discretionary SPDR (XLY) 0.2 $364k 3.7k 98.01
India Fund (IFN) 0.2 $355k 26k 13.61
Vanguard Small-Cap Growth ETF (VBK) 0.2 $344k 2.3k 150.15
Wisdomtree Tr cmn (XSOE) 0.2 $350k 14k 24.41
iShares MSCI Emerging Markets Indx (EEM) 0.2 $335k 9.8k 34.15
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $337k 8.0k 41.92
Pfizer (PFE) 0.2 $326k 10k 32.67
iShares Russell 3000 Index (IWV) 0.2 $299k 2.0k 148.24
Pacer Fds Tr us cash cows 100 (COWZ) 0.2 $313k 14k 22.11
First Trust Cnsumer Stapl Alpha (FXG) 0.2 $298k 7.4k 40.03
Select Sector Spdr Tr Communic etfeqty (XLC) 0.2 $295k 6.7k 44.25
iShares MSCI EAFE Index Fund (EFA) 0.2 $276k 5.2k 53.44
Vanguard Information Technology ETF (VGT) 0.2 $270k 1.3k 212.10
Royce Value Trust (RVT) 0.2 $275k 29k 9.66
Goldman Sachs Etf Tr (GSLC) 0.2 $277k 5.3k 52.22
Qualcomm (QCOM) 0.2 $267k 3.9k 67.71
iShares Russell 3000 Growth Index (IUSG) 0.2 $263k 4.6k 57.06
At&t (T) 0.2 $242k 8.3k 29.20
Vanguard Europe Pacific ETF (VEA) 0.2 $244k 7.3k 33.31
Sch Us Mid-cap Etf etf (SCHM) 0.2 $243k 5.8k 42.18
Ishares Inc core msci emkt (IEMG) 0.2 $252k 6.2k 40.55
Victory Portfolios Ii fund (VSMV) 0.2 $253k 9.4k 26.83
Honeywell International (HON) 0.2 $226k 1.7k 133.57
Vanguard High Dividend Yield ETF (VYM) 0.2 $235k 3.3k 70.72
Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $226k 3.7k 61.25
D First Tr Exchange-traded (FPE) 0.2 $229k 14k 16.37
Ishares Msci Usa Quality Facto invalid (QUAL) 0.2 $237k 2.9k 81.16
JPMorgan Chase & Co. (JPM) 0.1 $221k 2.5k 89.87
Vanguard Total Stock Market ETF (VTI) 0.1 $223k 1.7k 128.98
Vanguard Emerging Markets ETF (VWO) 0.1 $221k 6.6k 33.48
Microsoft Corporation (MSFT) 0.1 $201k 1.3k 157.65
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $206k 1.9k 109.57
First Trust Energy AlphaDEX (FXN) 0.1 $200k 50k 3.98
Nuveen Equity Premium Income Fund (BXMX) 0.1 $168k 17k 10.08
First Trust Energy Income & Gr 0.1 $172k 20k 8.71
Managed Portfolio Ser tortoise nram pi (TPYP) 0.1 $161k 12k 13.58
Global X Fds glbl x mlp etf 0.1 $96k 31k 3.15