0001761645-19-000001.txt : 20190117
0001761645-19-000001.hdr.sgml : 20190117
20190116174416
ACCESSION NUMBER: 0001761645-19-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190117
DATE AS OF CHANGE: 20190116
EFFECTIVENESS DATE: 20190117
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Hotaling Investment Management, LLC
CENTRAL INDEX KEY: 0001761645
IRS NUMBER: 461257330
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18964
FILM NUMBER: 19529741
BUSINESS ADDRESS:
STREET 1: 100 WEST LANCASTER AVE., SUITE 105
CITY: WAYNE
STATE: PA
ZIP: 19087
BUSINESS PHONE: 6106880616
MAIL ADDRESS:
STREET 1: 100 WEST LANCASTER AVE., SUITE 105
CITY: WAYNE
STATE: PA
ZIP: 19087
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001761645
XXXXXXXX
12-31-2018
12-31-2018
Hotaling Investment Management, LLC
100 WEST LANCASTER AVE., SUITE 105
WAYNE
PA
19087
13F HOLDINGS REPORT
028-18964
N
Bruce Hotaling
Chief Compliance Officer
610-688-0616
Bruce Hotaling
Wayne
PA
12-31-2018
0
112
122985
false
INFORMATION TABLE
2
him4q2018_13f.xml
HOTALING INFORMATION TABLE
NUVEEN PENNSYLVANIA QLT MUN
COM
670972108
159
13054
SH
SOLE
0
0
13054
ZOETIS INC
CL A
98978V103
892
10431
SH
SOLE
0
0
10431
ZYNGA INC
CL A
98986T108
55
13964
SH
SOLE
0
0
13964
ZEBRA TECHNOLOGIES CORP
CL A
989207105
203
1273
SH
SOLE
0
0
1273
XYLEM INC
COM
98419M100
1111
16653
SH
SOLE
0
0
16653
EXXON MOBIL CORP
COM
30231G102
787
11544
SH
SOLE
0
0
11544
WEYERHAEUSER CO
COM
962166104
329
15037
SH
SOLE
0
0
15037
WELLTOWER INC
COM
95040Q104
787
11334
SH
SOLE
0
0
11334
WEBSTER FINL CORP CONN
COM
947890109
798
16192
SH
SOLE
0
0
16192
VERIZON COMMUNICATIONS INC
COM
92343V104
611
10869
SH
SOLE
0
0
10869
VALLEY NATL BANCORP
COM
919794107
253
28474
SH
SOLE
0
0
28474
VISA INC
COM CL A
92826C839
3006
22780
SH
SOLE
0
0
22780
UNITED TECHNOLOGIES CORP
COM
913017109
1037
9742
SH
SOLE
0
0
9742
US BANCORP DEL
COM NEW
902973304
284
6206
SH
SOLE
0
0
6206
UNION PAC CORP
COM
907818108
1431
10354
SH
SOLE
0
0
10354
UNITEDHEALTH GROUP INC
COM
91324P102
1804
7243
SH
SOLE
0
0
7243
TEXAS INSTRS INC
COM
882508104
1399
14802
SH
SOLE
0
0
14802
TRAVELERS COMPANIES INC
COM
89417E109
703
5869
SH
SOLE
0
0
5869
AT&T INC
COM
00206R102
378
13237
SH
SOLE
0
0
13237
STRYKER CORP
COM
863667101
1876
11967
SH
SOLE
0
0
11967
SEMPRA ENERGY
COM
816851109
624
5771
SH
SOLE
0
0
5771
SIMON PPTY GROUP INC NEW
COM
828806109
983
5854
SH
SOLE
0
0
5854
SELECTIVE INS GROUP INC
COM
816300107
290
4758
SH
SOLE
0
0
4758
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
223
1378
SH
SOLE
0
0
1378
RED HAT INC
COM
756577102
342
1948
SH
SOLE
0
0
1948
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
251
4300
SH
SOLE
0
0
4300
PPG INDS INC
COM
693506107
303
2964
SH
SOLE
0
0
2964
PNC FINL SVCS GROUP INC
COM
693475105
1297
11098
SH
SOLE
0
0
11098
PROLOGIS INC
COM
74340W103
1389
23652
SH
SOLE
0
0
23652
PROCTER AND GAMBLE CO
COM
742718109
314
3416
SH
SOLE
0
0
3416
PFIZER INC
COM
717081103
664
15211
SH
SOLE
0
0
15211
PEPSICO INC
COM
713448108
2706
24496
SH
SOLE
0
0
24496
PALO ALTO NETWORKS INC
COM
697435105
270
1432
SH
SOLE
0
0
1432
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
1860
5403
SH
SOLE
0
0
5403
NVIDIA CORP
COM
67066G104
488
3657
SH
SOLE
0
0
3657
NIKE INC
CL B
654106103
1564
21096
SH
SOLE
0
0
21096
NEXTERA ENERGY INC
COM
65339F101
266
1533
SH
SOLE
0
0
1533
NASDAQ INC
COM
631103108
1363
16713
SH
SOLE
0
0
16713
MICROSOFT CORP
COM
594918104
5761
56715
SH
SOLE
0
0
56715
MERCK & CO INC
COM
58933Y105
783
10244
SH
SOLE
0
0
10244
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
370
6478
SH
SOLE
0
0
6478
MARSH & MCLENNAN COS INC
COM
571748102
2419
30337
SH
SOLE
0
0
30337
MEDTRONIC PLC
SHS
G5960L103
2060
22643
SH
SOLE
0
0
22643
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
380
4565
SH
SOLE
0
0
4565
LAKELAND BANCORP INC
COM
511637100
156
10567
SH
SOLE
0
0
10567
COCA COLA CO
COM
191216100
380
8016
SH
SOLE
0
0
8016
JPMORGAN CHASE & CO
COM
46625H100
295
3020
SH
SOLE
0
0
3020
JOHNSON & JOHNSON
COM
478160104
3968
30747
SH
SOLE
0
0
30747
ISHARES TR
S&P 500 GRWT ETF
464287309
909
6036
SH
SOLE
0
0
6036
ISHARES TR
CORE S&P500 ETF
464287200
260
1032
SH
SOLE
0
0
1032
ISHARES TR
S&P 500 VAL ETF
464287408
233
2299
SH
SOLE
0
0
2299
INGERSOLL-RAND PLC
SHS
G47791101
2292
25127
SH
SOLE
0
0
25127
INTEL CORP
COM
458140100
401
8547
SH
SOLE
0
0
8547
ICU MED INC
COM
44930G107
1458
6351
SH
SOLE
0
0
6351
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1526
20258
SH
SOLE
0
0
20258
INTERNATIONAL BUSINESS MACHS
COM
459200101
376
3312
SH
SOLE
0
0
3312
HONEYWELL INTL INC
COM
438516106
2289
17325
SH
SOLE
0
0
17325
HEICO CORP NEW
COM
422806109
1591
20534
SH
SOLE
0
0
20534
HOME DEPOT INC
COM
437076102
1105
6429
SH
SOLE
0
0
6429
HUNTINGTON BANCSHARES INC
COM
446150104
205
17236
SH
SOLE
0
0
17236
ALPHABET INC
CAP STK CL A
02079K305
3670
3512
SH
SOLE
0
0
3512
CORNING INC
COM
219350105
332
10982
SH
SOLE
0
0
10982
GENERAL ELECTRIC CO
COM
369604103
89
11800
SH
SOLE
0
0
11800
FIRST INDUSTRIAL REALTY TRUS
COM
32054K103
1138
39437
SH
SOLE
0
0
39437
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
1041
33106
SH
SOLE
0
0
33106
FACEBOOK INC
CL A
30303M102
1908
14556
SH
SOLE
0
0
14556
DIAMONDBACK ENERGY INC
COM
25278X109
1071
11550
SH
SOLE
0
0
11550
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
158
11994
SH
SOLE
0
0
11994
EQUINIX INC
COM PAR $0.001
29444U700
804
2281
SH
SOLE
0
0
2281
ENTERPRISE PRODS PARTNERS L
COM
293792107
240
9745
SH
SOLE
0
0
9745
EOG RES INC
COM
26875P101
1137
13040
SH
SOLE
0
0
13040
EMERSON ELEC CO
COM
291011104
480
8028
SH
SOLE
0
0
8028
EASTMAN CHEM CO
COM
277432100
1406
19236
SH
SOLE
0
0
19236
LAUDER ESTEE COS INC
CL A
518439104
1046
8039
SH
SOLE
0
0
8039
ENCOMPASS HEALTH CORP
COM
29261A100
765
12396
SH
SOLE
0
0
12396
ISHARES TR
EAFE GRWTH ETF
464288885
200
2902
SH
SOLE
0
0
2902
DOWDUPONT INC
COM
26078J100
358
6691
SH
SOLE
0
0
6691
DUKE ENERGY CORP NEW
COM NEW
26441C204
325
3765
SH
SOLE
0
0
3765
WISDOMTREE TR
US TOTAL DIVIDND
97717W109
249
2940
SH
SOLE
0
0
2940
DIGITAL RLTY TR INC
COM
253868103
1117
10484
SH
SOLE
0
0
10484
DISNEY WALT CO
COM DISNEY
254687106
722
6587
SH
SOLE
0
0
6587
DINE BRANDS GLOBAL INC
COM
254423106
477
7083
SH
SOLE
0
0
7083
DANAHER CORP DEL
COM
235851102
1522
14759
SH
SOLE
0
0
14759
DOLLAR GEN CORP NEW
COM
256677105
2170
20074
SH
SOLE
0
0
20074
SPDR SERIES TRUST
BLMBRG BRC CNVRT
78464A359
2233
47723
SH
SOLE
0
0
47723
CHEVRON CORP NEW
COM
166764100
255
2345
SH
SOLE
0
0
2345
CISCO SYS INC
COM
17275R102
449
10352
SH
SOLE
0
0
10352
SALESFORCE COM INC
COM
79466L302
1022
7463
SH
SOLE
0
0
7463
CAMDEN PPTY TR
SH BEN INT
133131102
983
11159
SH
SOLE
0
0
11159
CONOCOPHILLIPS
COM
20825C104
1309
20996
SH
SOLE
0
0
20996
CYRUSONE INC
COM
23283R100
281
5312
SH
SOLE
0
0
5312
CUMMINS INC
COM
231021106
2063
15440
SH
SOLE
0
0
15440
CITIZENS FINL GROUP INC
COM
174610105
1997
67167
SH
SOLE
0
0
67167
BP PLC
SPONSORED ADR
055622104
811
21379
SH
SOLE
0
0
21379
BRISTOL MYERS SQUIBB CO
COM
110122108
892
17154
SH
SOLE
0
0
17154
BLACKROCK INC
COM
09247X101
2093
5328
SH
SOLE
0
0
5328
BOOKING HLDGS INC
COM
09857L108
972
564
SH
SOLE
0
0
564
BLACK KNIGHT INC
COM
09215C105
208
4611
SH
SOLE
0
0
4611
BECTON DICKINSON & CO
COM
075887109
992
4405
SH
SOLE
0
0
4405
BOEING CO
COM
097023105
220
682
SH
SOLE
0
0
682
AIR PRODS & CHEMS INC
COM
009158106
226
1409
SH
SOLE
0
0
1409
AMAZON COM INC
COM
023135106
4532
3018
SH
SOLE
0
0
3018
AMERICAN TOWER CORP NEW
COM
03027X100
2243
14180
SH
SOLE
0
0
14180
AMGEN INC
COM
031162100
2633
13525
SH
SOLE
0
0
13525
ALLSTATE CORP
COM
020002101
1224
14810
SH
SOLE
0
0
14810
AMERICAN ELEC PWR INC
COM
025537101
557
7447
SH
SOLE
0
0
7447
AUTOMATIC DATA PROCESSING IN
COM
053015103
398
3032
SH
SOLE
0
0
3032
ADOBE INC
COM
00724F101
2174
9611
SH
SOLE
0
0
9611
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1319
9357
SH
SOLE
0
0
9357
ABBOTT LABS
COM
002824100
521
7208
SH
SOLE
0
0
7208
ABBVIE INC
COM
00287Y109
427
4631
SH
SOLE
0
0
4631
APPLE INC
COM
037833100
5209
33020
SH
SOLE
0
0
33020