HOYLECOHEN, LLC 13F Holdings
CIK 0001559077 · San Diego, CA
As of Jun 30, 2024, HOYLECOHEN, LLC reported 275 positions worth
CIK 0001559077 · San Diego, CA
As of Jun 30, 2024, HOYLECOHEN, LLC reported 275 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 598,443 | 26.0M | 9.68% |
| MICROSOFT CORP | MSFT | Technology | 154,124 | $68.9M | 5.29% |
| NVIDIA CORP | NVDA | Technology | 412,926 | $51.0M | 3.92% |
| ALPHABET INC | GOOGL | Equity | 192,455 | $35.1M | 2.69% |
| BROADCOM INC | AVGO | Technology | 21,326 | $34.2M | 2.63% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 77,783 | $31.6M | 2.43% |
| AMAZON.COM INC | AMZN | Equity | 160,214 | $31.0M | 2.38% |
| ALPHABET INC | GOOG | Equity | 150,506 | $27.6M | 2.12% |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | CGGO | — | 908,360 | $26.7M | 2.05% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 29,828 | $25.4M | 1.95% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 49,541 | $23.7M | 1.82% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 58,236 | $21.8M | 1.67% |
| QUALCOMM INC | QCOM | Technology | 101,049 | $20.1M | 1.55% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 589,380 | 9.4M | 1.49% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 129,911 | 9.0M | 1.46% |
| CHEVRON CORP | CHV | Energy | 118,397 | 8.5M | 1.42% |
| BLACKROCK INC | BLK | Financial Services | 22,808 | 8.0M | 1.38% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 83,307 | 6.8M | 1.29% |
| VISA INC-CLASS A SHARES | V | Financial Services | 63,185 | 6.6M | 1.27% |
| VANGUARD VALUE INDEX FUND | VTV | — | 100,446 | 6.1M | 1.24% |
| VANGUARD 500 INDEX FUND | VOO | — | 31,912 | 6.0M | 1.23% |
| TESLA INC | TSLA | Consumer Cyclical | 79,640 | 5.8M | 1.21% |
| APPLIED MATERIALS INC | AMAT | Technology | 64,302 | 5.2M | 1.17% |
| BLACKSTONE INC | BX | Financial Services | 122,235 | 5.1M | 1.16% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 90,026 | 4.8M | 1.14% |