Hochman Cole Investment Advisors, Inc. Buys First Trust Enhanced Short Maturity ETF, First Trust Managed Municipal ETF, SPDR Select Sector Fund - Utilities, Sells HSBC Holdings PLC, The India Fund Inc, Vanguard S&P 500

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Jul 29, 2020
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Investment company Hochman Cole Investment Advisors, Inc. (Current Portfolio) buys First Trust Enhanced Short Maturity ETF, First Trust Managed Municipal ETF, SPDR Select Sector Fund - Utilities, iShares iBoxx $ Investment Grade Corporate Bond, The Communication Services Select Sector SPDR Fund, sells HSBC Holdings PLC, The India Fund Inc, Vanguard S&P 500, AT&T Inc, Vanguard FTSE Developed Markets during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Hochman Cole Investment Advisors, Inc.. As of 2020Q2, Hochman Cole Investment Advisors, Inc. owns 96 stocks with a total value of $165 million. These are the details of the buys and sells.

For the details of Hochman Cole Investment Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/hochman+cole+investment+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Hochman Cole Investment Advisors, Inc.
  1. SPDR Select Sector Fund - Technology (XLK) - 136,552 shares, 8.65% of the total portfolio. Shares added by 1.40%
  2. First Trust Technology AlphaDEX (FXL) - 160,176 shares, 8.10% of the total portfolio. Shares reduced by 1.17%
  3. SPDR Select Sector Fund - Health Care (XLV) - 125,143 shares, 7.59% of the total portfolio. Shares reduced by 2.32%
  4. PowerShares QQQ Trust Ser 1 (QQQ) - 36,003 shares, 5.40% of the total portfolio. Shares added by 9.26%
  5. SPDR Select Sector Fund - Consumer Staples (XLP) - 120,565 shares, 4.29% of the total portfolio. Shares reduced by 0.45%
New Purchase: First Trust Managed Municipal ETF (FMB)

Hochman Cole Investment Advisors, Inc. initiated holding in First Trust Managed Municipal ETF. The purchase prices were between $52.19 and $55.04, with an estimated average price of $53.85. The stock is now traded at around $55.88. The impact to a portfolio due to this purchase was 0.65%. The holding were 19,545 shares as of .

New Purchase: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Hochman Cole Investment Advisors, Inc. initiated holding in iShares iBoxx $ Investment Grade Corporate Bond. The purchase prices were between $121.1 and $134.5, with an estimated average price of $129.98. The stock is now traded at around $137.93. The impact to a portfolio due to this purchase was 0.45%. The holding were 5,461 shares as of .

New Purchase: iShares Edge MSCI USA Quality Factor (QUAL)

Hochman Cole Investment Advisors, Inc. initiated holding in iShares Edge MSCI USA Quality Factor. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $100.12. The impact to a portfolio due to this purchase was 0.35%. The holding were 6,075 shares as of .

New Purchase: Goldman Sachs ActiveBeta U.S. Large Cap Equity (GSLC)

Hochman Cole Investment Advisors, Inc. initiated holding in Goldman Sachs ActiveBeta U.S. Large Cap Equity. The purchase prices were between $49.94 and $65.05, with an estimated average price of $59.17. The stock is now traded at around $65.88. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,116 shares as of .

New Purchase: SPDR Gold Trust (GLD)

Hochman Cole Investment Advisors, Inc. initiated holding in SPDR Gold Trust. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $183.97. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,278 shares as of .

New Purchase: iShares Edge MSCI Min Vol USA (USMV)

Hochman Cole Investment Advisors, Inc. initiated holding in iShares Edge MSCI Min Vol USA. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $63.40. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,275 shares as of .

Added: First Trust Enhanced Short Maturity ETF (FTSM)

Hochman Cole Investment Advisors, Inc. added to a holding in First Trust Enhanced Short Maturity ETF by 237.19%. The purchase prices were between $59.02 and $60.06, with an estimated average price of $59.69. The stock is now traded at around $60.11. The impact to a portfolio due to this purchase was 1.78%. The holding were 69,437 shares as of .

Added: SPDR Select Sector Fund - Utilities (XLU)

Hochman Cole Investment Advisors, Inc. added to a holding in SPDR Select Sector Fund - Utilities by 24.85%. The purchase prices were between $51.79 and $62.83, with an estimated average price of $57.66. The stock is now traded at around $60.50. The impact to a portfolio due to this purchase was 0.51%. The holding were 74,277 shares as of .

Added: The Communication Services Select Sector SPDR Fund (XLC)

Hochman Cole Investment Advisors, Inc. added to a holding in The Communication Services Select Sector SPDR Fund by 189.12%. The purchase prices were between $42.15 and $56.55, with an estimated average price of $51.19. The stock is now traded at around $57.06. The impact to a portfolio due to this purchase was 0.41%. The holding were 19,273 shares as of .

Added: Nuveen AMT-Free Municipal Value Fund (NUW)

Hochman Cole Investment Advisors, Inc. added to a holding in Nuveen AMT-Free Municipal Value Fund by 99.82%. The purchase prices were between $14.38 and $15.67, with an estimated average price of $15.05. The stock is now traded at around $15.80. The impact to a portfolio due to this purchase was 0.23%. The holding were 48,615 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

Hochman Cole Investment Advisors, Inc. added to a holding in iShares Core MSCI Emerging Markets by 34.99%. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $52.45. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,388 shares as of .

Sold Out: HSBC Holdings PLC (HSBC)

Hochman Cole Investment Advisors, Inc. sold out a holding in HSBC Holdings PLC. The sale prices were between $22.97 and $28.01, with an estimated average price of $24.88.

Sold Out: The India Fund Inc (IFN)

Hochman Cole Investment Advisors, Inc. sold out a holding in The India Fund Inc. The sale prices were between $12.64 and $16.17, with an estimated average price of $14.48.

Sold Out: Vanguard FTSE Developed Markets (VEA)

Hochman Cole Investment Advisors, Inc. sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $31.83 and $40.85, with an estimated average price of $36.43.

Sold Out: AT&T Inc (T)

Hochman Cole Investment Advisors, Inc. sold out a holding in AT&T Inc. The sale prices were between $27.46 and $33.23, with an estimated average price of $30.14.

Sold Out: JPMorgan Chase & Co (JPM)

Hochman Cole Investment Advisors, Inc. sold out a holding in JPMorgan Chase & Co. The sale prices were between $84.03 and $113.45, with an estimated average price of $94.84.

Sold Out: Vanguard FTSE Emerging Markets (VWO)

Hochman Cole Investment Advisors, Inc. sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $32.36 and $40.59, with an estimated average price of $36.92.



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