0001761645-20-000002.txt : 20200408
0001761645-20-000002.hdr.sgml : 20200408
20200407173346
ACCESSION NUMBER: 0001761645-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200408
DATE AS OF CHANGE: 20200407
EFFECTIVENESS DATE: 20200408
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: 20780551
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
03-31-2020
03-31-2020
Hotaling Investment Management, LLC
100 WEST LANCASTER AVE., SUITE 105
WAYNE
PA
19087
13F HOLDINGS REPORT
028-18964
N
Ashleigh C. Swayze
Counsel
6463953900
Ashleigh C. Swayze
Newtown
PA
04-07-2020
0
95
134335
false
INFORMATION TABLE
2
him1q2020_13f.xml
HOTALING INFORMATION TABLE
AT&T INC
COM
00206R102
674
23138
SH
SOLE
0
0
23138
ABBOTT LABS
COM
002824100
432
5479
SH
SOLE
0
0
5479
ABBVIE INC
COM
00287Y109
318
4169
SH
SOLE
0
0
4169
ACTIVISION BLIZZARD INC
COM
00507V109
1159
19490
SH
SOLE
0
0
19490
ADOBE INC
COM
00724F101
1187
3731
SH
SOLE
0
0
3731
AIR PRODS & CHEMS INC
COM
009158106
242
1213
SH
SOLE
0
0
1213
ALLSTATE CORP
COM
020002101
1393
15191
SH
SOLE
0
0
15191
ALPHABET INC
CAP STK CL A
02079K305
4185
3602
SH
SOLE
0
0
3602
AMAZON COM INC
COM
023135106
6219
3190
SH
SOLE
0
0
3190
AMERICAN ELEC PWR CO INC
COM
025537101
2749
34368
SH
SOLE
0
0
34368
AMERICAN TOWER CORP NEW
COM
03027X100
2975
13664
SH
SOLE
0
0
13664
AMGEN INC
COM
031162100
1719
8479
SH
SOLE
0
0
8479
APPLE INC
COM
037833100
8163
32100
SH
SOLE
0
0
32100
AUTOMATIC DATA PROCESSING IN
COM
053015103
370
2707
SH
SOLE
0
0
2707
BP PLC
SPONSORED ADR
055622104
436
17877
SH
SOLE
0
0
17877
BLACKROCK INC
COM
09247X101
3066
6968
SH
SOLE
0
0
6968
BOOKING HLDGS INC
COM
09857L108
707
525
SH
SOLE
0
0
525
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
926
13484
SH
SOLE
0
0
13484
BRISTOL-MYERS SQUIBB CO
COM
110122108
949
17021
SH
SOLE
0
0
17021
CAMDEN PPTY TR
SH BEN INT
133131102
995
12555
SH
SOLE
0
0
12555
CHARLES RIV LABS INTL INC
COM
159864107
211
1670
SH
SOLE
0
0
1670
CHIPOTLE MEXICAN GRILL INC
COM
169656105
940
1436
SH
SOLE
0
0
1436
CISCO SYS INC
COM
17275R102
393
10004
SH
SOLE
0
0
10004
CITIZENS FINANCIAL GROUP INC
COM
174610105
668
35498
SH
SOLE
0
0
35498
COCA COLA CO
COM
191216100
720
16268
SH
SOLE
0
0
16268
COHERENT INC
COM
192479103
1009
9480
SH
SOLE
0
0
9480
COMCAST CORP NEW
CL A
20030N101
1401
40762
SH
SOLE
0
0
40762
COSTCO WHSL CORP NEW
COM
22160K105
1377
4831
SH
SOLE
0
0
4831
CUMMINS INC
COM
231021106
2357
17416
SH
SOLE
0
0
17416
DANAHER CORPORATION
COM
235851102
1739
12567
SH
SOLE
0
0
12567
DIGITAL RLTY TR INC
COM
253868103
1405
10115
SH
SOLE
0
0
10115
DOLLAR GEN CORP NEW
COM
256677105
3151
20869
SH
SOLE
0
0
20869
DUKE ENERGY CORP NEW
COM NEW
26441C204
279
3453
SH
SOLE
0
0
3453
EMERSON ELEC CO
COM
291011104
443
9296
SH
SOLE
0
0
9296
ENCOMPASS HEALTH CORP
COM
29261A100
219
3421
SH
SOLE
0
0
3421
EXXON MOBIL CORP
COM
30231G102
286
7540
SH
SOLE
0
0
7540
FACEBOOK INC
CL A
30303M102
3473
20820
SH
SOLE
0
0
20820
FIRST INDL RLTY TR INC
COM
32054K103
1235
37175
SH
SOLE
0
0
37175
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
1088
25163
SH
SOLE
0
0
25163
GILEAD SCIENCES INC
COM
375558103
912
12204
SH
SOLE
0
0
12204
HOME DEPOT INC
COM
437076102
1304
6984
SH
SOLE
0
0
6984
HONEYWELL INTL INC
COM
438516106
2381
17799
SH
SOLE
0
0
17799
HUNTINGTON BANCSHARES INC
COM
446150104
322
39280
SH
SOLE
0
0
39280
IDEXX LABS INC
COM
45168D104
894
3691
SH
SOLE
0
0
3691
INGERSOLL RAND INC
COM
45687V106
540
21790
SH
SOLE
0
0
21790
INTEL CORP
COM
458140100
417
7702
SH
SOLE
0
0
7702
INTERNATIONAL BUSINESS MACHS
COM
459200101
325
2932
SH
SOLE
0
0
2932
INVITATION HOMES INC
COM
46187W107
920
43053
SH
SOLE
0
0
43053
ISHARES TR
CORE S&P500 ETF
464287200
222
860
SH
SOLE
0
0
860
ISHARES TR
S&P 500 GRWT ETF
464287309
862
5221
SH
SOLE
0
0
5221
JPMORGAN CHASE & CO
COM
46625H100
370
4107
SH
SOLE
0
0
4107
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
2268
45659
SH
SOLE
0
0
45659
JOHNSON & JOHNSON
COM
478160104
3638
27746
SH
SOLE
0
0
27746
LAKELAND BANCORP INC
COM
511637100
136
12591
SH
SOLE
0
0
12591
LAUDER ESTEE COS INC
CL A
518439104
1173
7361
SH
SOLE
0
0
7361
LILLY ELI & CO
COM
532457108
342
2467
SH
SOLE
0
0
2467
MARKETAXESS HLDGS INC
COM
57060D108
246
739
SH
SOLE
0
0
739
MARSH & MCLENNAN COS INC
COM
571748102
2267
26220
SH
SOLE
0
0
26220
MERCK & CO. INC
COM
58933Y105
679
8826
SH
SOLE
0
0
8826
MICROSOFT CORP
COM
594918104
9456
59959
SH
SOLE
0
0
59959
NASDAQ INC
COM
631103108
1486
15652
SH
SOLE
0
0
15652
NETFLIX INC
COM
64110L106
814
2168
SH
SOLE
0
0
2168
NEXTERA ENERGY INC
COM
65339F101
246
1021
SH
SOLE
0
0
1021
NIKE INC
CL B
654106103
1849
22351
SH
SOLE
0
0
22351
NUVEEN PENNSYLVANIA QLT MUN
COM
670972108
174
13054
SH
SOLE
0
0
13054
PNC FINL SVCS GROUP INC
COM
693475105
1357
14177
SH
SOLE
0
0
14177
PPG INDS INC
COM
693506107
248
2964
SH
SOLE
0
0
2964
PAYPAL HLDGS INC
COM
70450Y103
1274
13308
SH
SOLE
0
0
13308
PEPSICO INC
COM
713448108
2372
19751
SH
SOLE
0
0
19751
PFIZER INC
COM
717081103
896
27459
SH
SOLE
0
0
27459
PROCTER & GAMBLE CO
COM
742718109
309
2812
SH
SOLE
0
0
2812
PROLOGIS INC.
COM
74340W103
1568
19510
SH
SOLE
0
0
19510
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
249
923
SH
SOLE
0
0
923
SALESFORCE COM INC
COM
79466L302
1125
7816
SH
SOLE
0
0
7816
SEMPRA ENERGY
COM
816851109
661
5853
SH
SOLE
0
0
5853
STARBUCKS CORP
COM
855244109
227
3455
SH
SOLE
0
0
3455
STRYKER CORP
COM
863667101
2150
12912
SH
SOLE
0
0
12912
TEXAS INSTRS INC
COM
882508104
1600
16015
SH
SOLE
0
0
16015
UNION PAC CORP
COM
907818108
1591
11284
SH
SOLE
0
0
11284
UNITEDHEALTH GROUP INC
COM
91324P102
3115
12490
SH
SOLE
0
0
12490
VERIZON COMMUNICATIONS INC
COM
92343V104
536
9975
SH
SOLE
0
0
9975
VISA INC
COM CL A
92826C839
3756
23313
SH
SOLE
0
0
23313
WELLTOWER INC
COM
95040Q104
541
11807
SH
SOLE
0
0
11807
WESTERN ALLIANCE BANCORP
COM
957638109
838
27378
SH
SOLE
0
0
27378
WEYERHAEUSER CO
COM
962166104
565
33311
SH
SOLE
0
0
33311
WISDOMTREE TR
US TOTAL DIVIDND
97717W109
230
2940
SH
SOLE
0
0
2940
XCEL ENERGY INC
COM
98389B100
819
13585
SH
SOLE
0
0
13585
XYLEM INC
COM
98419M100
1064
16331
SH
SOLE
0
0
16331
ZEBRA TECHNOLOGIES CORP
CL A
989207105
1235
6728
SH
SOLE
0
0
6728
ZOETIS INC
CL A
98978V103
1869
15881
SH
SOLE
0
0
15881
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2789
17086
SH
SOLE
0
0
17086
EATON CORP PLC
SHS
G29183103
215
2773
SH
SOLE
0
0
2773
MEDTRONIC PLC
SHS
G5960L103
2343
25982
SH
SOLE
0
0
25982
TRANE TECHNOLOGIES PLC
SHS
G8994E103
2088
25278
SH
SOLE
0
0
25278
NXP SEMICONDUCTORS N V
COM
N6596X109
1204
14515
SH
SOLE
0
0
14515