News + Filings Holdings
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Hochman Cole Investment Advisors, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
LMBS
| LMBS | Common Stock | 48,186 | 22,383 | 2,437,000 | 1,124,000 | 0.95 | |
Hist
| 09/30/2021 |
SELECT SECTOR SPDR TR SBI INT-UTILS
| XLU | OPTION | 93,363 | 14,515 | 5,964,000 | 978,000 | 2.34 | |
Hist
| 09/30/2021 |
FIRST TR VALUE LINE DIVID IN
| FVD | SHS | 35,727 | 23,612 | 1,401,000 | 919,000 | 0.55 | |
Hist
| 09/30/2021 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 43,671 | 1,229 | 15,633,000 | 590,000 | 6.12 | |
Hist
| 09/30/2021 |
Apple Inc.
| AAPL | Common | 38,987 | 2,091 | 5,517,000 | 464,000 | 2.16 | 0.00 |
Hist
| 09/30/2021 |
AMAZON COM INC
| AMZN | Common | 406 | 126 | 1,334,000 | 371,000 | 0.52 | 0.00 |
Hist
| 09/30/2021 |
GLOBAL MOAT FUND, LP
| MOAT | ETF | 56,287 | 5,444 | 4,123,000 | 358,000 | 1.61 | |
Hist
| 09/30/2021 |
iSHARES TRUST
| IBB | CALL | 30,537 | 2,250 | 4,937,000 | 308,000 | 1.93 | |
Hist
| 09/30/2021 |
Alphabet Inc.
| GOOG | COM | 746 | 54 | 1,988,000 | 254,000 | 0.78 | 0.00 |
Hist
| 09/30/2021 |
SELECT SECTOR SPDR TRUST
| XLP | Common | 143,690 | 5,685 | 9,892,000 | 236,000 | 3.87 | |
Hist
| 09/30/2021 |
iSHARES TRUST
| TIP | Common | 6,245 | 1,710 | 797,000 | 216,000 | 0.31 | |
Hist
| 09/30/2021 |
AbbVie Inc.
| ABBV | COM | 36,415 | 2,679 | 3,928,000 | 128,000 | 1.54 | 0.00 |
Hist
| 09/30/2021 |
Global X Funds
| PFFD | Common | 553,362 | 13,506 | 14,255,000 | 127,000 | 5.58 | |
Hist
| 09/30/2021 |
VANECK VECTORS ETF TR GOLD MINERS
| GDX | STOCK | 12,577 | 4,675 | 371,000 | 102,000 | 0.15 | |
Hist
| 09/30/2021 |
QUALCOMM INC/DE
| QCOM | Common | 2,613 | 689 | 337,000 | 62,000 | 0.13 | 0.00 |
Hist
| 09/30/2021 |
VANGUARD WORLD FUND
| VPU | Common | 4,134 | 282 | 575,000 | 40,000 | 0.23 | |
Hist
| 09/30/2021 |
Schwab US Dividend Equity ETF
| SCHD | common | 4,300 | 576 | 319,000 | 37,000 | 0.12 | |
Hist
| 09/30/2021 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 20,220 | 34 | 8,677,000 | 36,000 | 3.40 | |
Hist
| 09/30/2021 |
Vanguard Small-Cap Value ETF
| VBR | common | 6,581 | 299 | 1,114,000 | 23,000 | 0.44 | |
Hist
| 09/30/2021 |
Meta Platforms, Inc.
| FB | Common | 2,764 | 123 | 938,000 | 20,000 | 0.37 | |
Hist
| 09/30/2021 |
VANGUARD STAR FUNDS
| VXUS | Common | 10,608 | 620 | 671,000 | 15,000 | 0.26 | |
Hist
| 09/30/2021 |
SCHWAB US LC ETF
| SCHX | Equities | 4,011 | 115 | 417,000 | 12,000 | 0.16 | |
Hist
| 09/30/2021 |
SCHWAB STRATEGIC TRUST
| SCHP | Common | 5,508 | 89 | 345,000 | 6,000 | 0.14 | |
Hist
| 09/30/2021 |
SELECT SECTOR SPDR TRUST
| XLY | Common | 4,294 | 2 | 771,000 | 5,000 | 0.30 | |
Hist
| 09/30/2021 |
ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 4,122 | 84 | 322,000 | 3,000 | 0.13 | |
Hist
| 09/30/2021 |
VANGUARD WHITEHALL FUNDS
| VYM | Common | 2,695 | 13 | 279,000 | -2,000 | 0.11 | |
Hist
| 09/30/2021 |
FIRST TR EXCH TRADED FD III
| FMB | Common | 19,230 | 9 | 1,092,000 | -9,000 | 0.43 | |
Hist
| 09/30/2021 |
FIRST TRUST EXCHANGE TRADED FUND
| FBT | Common | 3,225 | 55 | 536,000 | -11,000 | 0.21 | |
Hist
| 09/30/2021 |
SELECT SECTOR SPDR TRUST
| XLC | Common | 105,089 | 370 | 8,419,000 | -60,000 | 3.30 | |
Hist
| 09/30/2021 |
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