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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2023-08-11 (Q2 2023) | Holdings: 345 | Value: $306.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AMZN - AMAZON COM INC | Add 14% ($7.3M) | 19.40% | $59.6M | +78.08% | +3.10% | +20.61% | |
| AAPL - APPLE INC | Add 3% ($1.2M) | 14.50% | $44.5M | +47.12% | +3.97% | +22.85% | |
| MSFT - MICROSOFT CORP | Add 1% ($632.4K) | 14.43% | $44.3M | +51.61% | +14.33% | +27.57% | |
| NVDA - NVIDIA CORPORATION | Add 12% ($3.9M) | 12.29% | $37.7M | +357.38% | +20.10% | +169.36% | |
| BAC - BANK AMERICA CORP | Add 20% ($1.1M) | 2.23% | $6.8M | +92.95% | -10.05% | +26.59% | |
| META - META PLATFORMS INC | Add 144% ($3.0M) | 1.64% | $5.0M | +116.15% | +9.37% | +71.78% | |
| WFC - WELLS FARGO CO NEW | Add 8% ($346.1K) | 1.57% | $4.8M | +132.38% | -5.51% | +23.14% | |
| PANW - PALO ALTO NETWORKS INC | Add 64% ($1.8M) | 1.50% | $4.6M | +74.69% | +17.03% | +51.57% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 30% ($979.4K) | 1.38% | $4.2M | +91.74% | +9.41% | +28.12% | |
| JNJ - JOHNSON & JOHNSON | Reduce 31% $(1.8M) | 1.33% | $4.1M | +28.01% | -14.30% | -4.98% | |
| TQQQ - PROSHARES TR | Reduce 47% $(3.4M) | 1.23% | $3.8M | +187.67% | +4.41% | +54.94% | |
| SOXL - DIREXION SHS ETF TR | Add 22% ($605.3K) | 1.11% | $3.4M | +142.50% | -3.87% | +51.71% | |
| LOW - LOWES COS INC | Reduce 20% $(753.2K) | 1.01% | $3.1M | +19.39% | -13.10% | +5.12% | |
| UBER - UBER TECHNOLOGIES INC | New Purchase | 0.98% | $3.0M | +101.36% | +20.09% | +59.22% | |
| COP - CONOCOPHILLIPS | Reduce 13% $(432.4K) | 0.94% | $2.9M | -9.09% | -0.12% | -2.75% | |
| AMZN - AMAZON COM INC | CALL | Add 20% ($469.3K) | 0.91% | $2.8M | |||
| MS - MORGAN STANLEY | Reduce 5% $(124.9K) | 0.85% | $2.6M | +129.04% | -12.65% | +13.52% | |
| GS - GOLDMAN SACHS GROUP INC | Reduce 1% $(32.3K) | 0.79% | $2.4M | +194.38% | -2.30% | +48.21% | |
| IBB - ISHARES TR | Reduce 5% $(116.7K) | 0.78% | $2.4M | +35.39% | -9.85% | +10.77% | |
| V - VISA INC | Reduce 12% $(311.8K) | 0.76% | $2.3M | +48.81% | +1.86% | +8.81% | |
| MRK - MERCK & CO INC | Reduce 1% $(26.5K) | 0.59% | $1.8M | +11.17% | -4.40% | +7.95% | |
| CAT - CATERPILLAR INC | Reduce 21% $(479.3K) | 0.57% | $1.8M | +121.94% | -14.48% | +20.38% | |
| UNH - UNITEDHEALTH GROUP INC | Add 66% ($682.0K) | 0.56% | $1.7M | -28.59% | +6.98% | +12.76% | |
| NOW - SERVICENOW INC | Add 11% ($165.2K) | 0.55% | $1.7M | +32.43% | +15.67% | +46.14% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Reduce 40% $(1.1M) | 0.55% | $1.7M | +45.26% | -8.11% | +10.65% | |
| LRCX - LAM RESEARCH CORP | Reduce 8% $(142.1K) | 0.55% | $1.7M | +216.50% | +3.76% | +25.78% | |
| SLB - SCHLUMBERGER LTD | Reduce 11% $(203.4K) | 0.51% | $1.6M | -20.24% | -8.79% | -24.59% | |
| CMC - COMMERCIAL METALS CO | Add 23% ($288.9K) | 0.51% | $1.6M | +31.52% | -19.06% | -3.54% | |
| TSLA - TESLA INC | Add 3% ($51.0K) | 0.49% | $1.5M | +84.90% | -5.09% | -16.21% | |
| ENPH - ENPHASE ENERGY INC | Reduce 70% $(3.3M) | 0.46% | $1.4M | -73.56% | -41.38% | -18.58% | |
| WMT - WALMART INC | Reduce 25% $(454.9K) | 0.44% | $1.4M | +114.72% | +3.51% | +28.57% | |
| PEP - PEPSICO INC | Reduce 23% $(376.2K) | 0.42% | $1.3M | -17.69% | -8.37% | -4.20% | |
| NVDA - NVIDIA CORPORATION | CALL | New Purchase | 0.41% | $1.3M | |||
| ROK - ROCKWELL AUTOMATION INC | Reduce 7% $(89.9K) | 0.41% | $1.2M | +41.91% | -11.25% | -12.88% | |
| KMI - KINDER MORGAN INC DEL | Reduce 8% $(100.3K) | 0.40% | $1.2M | +72.18% | -5.61% | +25.06% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 30% $(515.5K) | 0.38% | $1.2M | +13.02% | -17.62% | +11.08% | |
| EMR - EMERSON ELEC CO | Reduce 40% $(789.0K) | 0.38% | $1.2M | +57.03% | -9.31% | +9.62% | |
| LMT - LOCKHEED MARTIN CORP | 0.37% | $1.2M | +22.15% | -1.45% | +25.96% | ||
| PYPL - PAYPAL HLDGS INC | Add 7% ($78.2K) | 0.37% | $1.1M | -6.03% | -12.49% | +2.11% | |
| OXY - OCCIDENTAL PETE CORP | Add 3% ($28.2K) | 0.37% | $1.1M | -31.09% | -5.74% | -8.81% | |
| SNOW - SNOWFLAKE INC | New Purchase | 0.36% | $1.1M | +47.68% | +4.72% | -18.81% | |
| ZTS - ZOETIS INC | Reduce 12% $(147.6K) | 0.34% | $1.1M | -31.59% | -11.03% | -2.41% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.34% | $1.0M | +127.15% | -4.40% | +37.61% | |
| CVX - CHEVRON CORP NEW | Reduce 19% $(234.8K) | 0.33% | $1.0M | +8.27% | -11.23% | -7.75% | |
| DE - DEERE & CO | Reduce 27% $(376.0K) | 0.33% | $1.0M | +19.17% | -14.80% | -19.60% | |
| EEM - ISHARES TR | Reduce 10% $(101.4K) | 0.31% | $951.4K | +55.09% | -2.14% | +10.50% | |
| DD - DUPONT DE NEMOURS INC | Reduce 31% $(420.4K) | 0.31% | $943.2K | +42.91% | -9.83% | +4.64% | |
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 0.30% | $915.9K | +1063.55% | +29.67% | +93.29% | |
| BGY - BLACKROCK ENHANCED INTL DIV | Reduce 37% $(541.1K) | 0.30% | $908.2K | +35.03% | -4.98% | +13.19% | |
| GOOGL - ALPHABET INC | Reduce 57% $(1.2M) | 0.29% | $903.4K | +153.42% | +2.09% | +25.57% | |
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | ||||
| LULU - LULULEMON ATHLETICA INC | Reduce 100% | 0.00% | $0.00 | ||||
| DOW - DOW INC | Reduce 100% | 0.00% | $0.00 | ||||
| GM - GENERAL MTRS CO | Reduce 100% | 0.00% | $0.00 | ||||
| DOV - DOVER CORP | Reduce 100% | 0.00% | $0.00 | ||||