- New Purchases: FMB, LQD, QUAL, GSLC, GLD, USMV, IVV, PTLC, CVX, IWS, IYJ, FXR,
- Added Positions: FTSM, XLU, QQQ, XLC, NUW, IBB, XLK, JPST, GIM, SPY, IEMG, ABBV, SCHF, VZ, IJR, AMZN, VXUS, PFF, GOOGL, MOAT, GOOG, SCHX, IWD,
- Reduced Positions: VOO, XLV, SDY, BRK.B, XLF, DVY, FXL, RSP, QCOM, SCHE, FXO, VV, VO, EEM, IWB, EFA, IWM, VYM, FB, VTI, MSFT, XLE, VOE, XLY, DIA, RVT, IGSB, IJH, HON, FPE, FXN, FBT, XOM, VGT,
- Sold Out: HSBC, IFN, T, VEA, JPM, VWO, MLPA,
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.- SPDR Select Sector Fund - Technology (XLK) - 136,552 shares, 8.65% of the total portfolio. Shares added by 1.40%
- First Trust Technology AlphaDEX (FXL) - 160,176 shares, 8.10% of the total portfolio. Shares reduced by 1.17%
- SPDR Select Sector Fund - Health Care (XLV) - 125,143 shares, 7.59% of the total portfolio. Shares reduced by 2.32%
- PowerShares QQQ Trust Ser 1 (QQQ) - 36,003 shares, 5.40% of the total portfolio. Shares added by 9.26%
- SPDR Select Sector Fund - Consumer Staples (XLP) - 120,565 shares, 4.29% of the total portfolio. Shares reduced by 0.45%
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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