0001725547-19-000069.txt : 20191115
0001725547-19-000069.hdr.sgml : 20191115
20191115170056
ACCESSION NUMBER: 0001725547-19-000069
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191115
DATE AS OF CHANGE: 20191115
EFFECTIVENESS DATE: 20191115
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HoyleCohen, LLC
CENTRAL INDEX KEY: 0001559077
IRS NUMBER: 204860430
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18615
FILM NUMBER: 191225217
BUSINESS ADDRESS:
STREET 1: 9350 WAXIE WAY, SUITE 500
CITY: SAN DIEGO
STATE: CA
ZIP: 92123
BUSINESS PHONE: 858-576-7300
MAIL ADDRESS:
STREET 1: 9350 WAXIE WAY, SUITE 500
CITY: SAN DIEGO
STATE: CA
ZIP: 92123
13F-HR
1
primary_doc.xml
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0001559077
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09-30-2019
09-30-2019
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HOYLECOHEN, LLC
9350 Waxie Way, Suite 500
San Diego
CA
92123
13F HOLDINGS REPORT
028-18615
N
Mark Delfino
Managing Director / Chief Compliance Officer
858-576-7300
/s/ Mark Delfino
San Diego
CA
11-15-2019
0
190
586264
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7169
SH
SOLE
119
0
7050
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
494
5297
SH
SOLE
870
0
4427
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
913
7083
SH
SOLE
0
0
7083
VANGUARD INDEX FDS
MID CAP ETF
922908629
1335
7963
SH
SOLE
930
0
7033
VANGUARD INDEX FDS
GROWTH ETF
922908736
1744
10489
SH
SOLE
804
0
9684
VANGUARD INDEX FDS
VALUE ETF
922908744
2720
24372
SH
SOLE
742
0
23629
VANGUARD INDEX FDS
SMALL CP ETF
922908751
7118
46252
SH
SOLE
49
0
46202
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1069
7077
SH
SOLE
61
0
7016
VERIZON COMMUNICATIONS INC
COM
92343V104
9694
160600
SH
SOLE
152349
0
8250
VISA INC
COM CL A
92826C839
16578
96378
SH
SOLE
94697
0
1681
VORNADO RLTY TR
SH BEN INT
929042109
1091
17142
SH
SOLE
16942
0
200
WEC ENERGY GROUP INC
COM
92939U106
218
2292
SH
SOLE
1864
0
428
WALMART INC
COM
931142103
379
3197
SH
SOLE
3121
0
75
WASTE MGMT INC DEL
COM
94106L109
210
1826
SH
SOLE
1020
0
806
WELLS FARGO CO NEW
COM
949746101
2637
52282
SH
SOLE
26347
0
25935
ZIONS BANCORPORATION N A
COM
989701107
680
15275
SH
SOLE
14975
0
300
MEDTRONIC PLC
SHS
G5960L103
1789
16466
SH
SOLE
16372
0
94
NXP SEMICONDUCTORS N V
COM
N6596X109
232
2125
SH
SOLE
2125
0
0