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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2020-04-14 (Q1 2020) | Holdings: 126 | Value: $142.4M | 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 60% ($10.1M) | 18.97% | $27.0M | +118.18% | +33.27% | +49.67% | |
| AAPL - APPLE INC | Add 62% ($8.4M) | 15.34% | $21.8M | +279.27% | +38.80% | +91.99% | |
| MSFT - MICROSOFT CORP | Add 97% ($8.6M) | 12.30% | $17.5M | +193.33% | +21.86% | +53.12% | |
| UPRO - PROSHARES TR | New Purchase | 10.33% | $14.7M | +637.29% | +49.60% | +210.87% | |
| NVDA - NVIDIA CORP | Add 211% ($7.6M) | 7.90% | $11.2M | +2580.45% | +47.65% | +133.19% | |
| TQQQ - PROSHARES TR | New Purchase | 7.43% | $10.6M | +644.00% | +86.77% | +265.59% | |
| WMT - WALMART INC | Add 37% ($1.5M) | 3.91% | $5.6M | +184.87% | +2.78% | +10.44% | |
| HD - HOME DEPOT INC | Reduce 10% $(390.9K) | 2.45% | $3.5M | +107.86% | +30.54% | +66.21% | |
| QCOM - QUALCOMM INC | Add 42% ($886.5K) | 2.10% | $3.0M | +171.67% | +22.94% | +85.76% | |
| ADBE - ADOBE INC | Add 7% ($188.1K) | 2.07% | $2.9M | +1.10% | +29.13% | +56.04% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Add 15% ($352.3K) | 1.89% | $2.7M | +17.64% | +0.71% | +12.07% | |
| JNJ - JOHNSON & JOHNSON | Add 398% ($1.7M) | 1.46% | $2.1M | +66.30% | +2.57% | +13.18% | |
| JPM - JPMORGAN CHASE & CO | Reduce 62% $(2.5M) | 1.09% | $1.6M | +321.72% | +10.48% | +72.37% | |
| ZTS - ZOETIS INC | Reduce 2% $(27.0K) | 1.02% | $1.5M | +6.24% | +14.14% | +32.69% | |
| MRK - MERCK & CO. INC | Reduce 11% $(155.7K) | 0.87% | $1.2M | +71.86% | -1.43% | -2.58% | |
| GOOGL - ALPHABET INC | Reduce 36% $(680.9K) | 0.85% | $1.2M | +426.11% | +21.69% | +83.33% | |
| AMZN - AMAZON COM INC | CALL | Reduce 33% $(585.0K) | 0.82% | $1.2M | |||
| ZM - ZOOM VIDEO COMMUNICATIONS IN | New Purchase | 0.80% | $1.1M | -39.56% | +80.81% | +134.55% | |
| PEP - PEPSICO INC | Reduce 4% $(46.1K) | 0.74% | $1.1M | +21.20% | -1.76% | +6.92% | |
| WORK - SLACK TECHNOLOGIES INC | New Purchase | 0.65% | $927.0K | +27.61% | +66.98% | ||
| BAC - BK OF AMERICA CORP | Reduce 65% $(1.4M) | 0.52% | $738.0K | +191.87% | +11.79% | +79.26% | |
| LOW - LOWES COS INC | Reduce 77% $(2.3M) | 0.49% | $696.0K | +199.92% | +49.69% | +119.19% | |
| BA - BOEING CO | New Purchase | 0.49% | $691.0K | +63.58% | +35.21% | +80.65% | |
| INTC - INTEL CORP | Reduce 1% $(5.0K) | 0.39% | $552.0K | -22.37% | -0.63% | +11.67% | |
| RTN - RAYTHEON CO | Reduce 5% $(26.2K) | 0.37% | $525.0K | ||||
| CRM - SALESFORCE COM INC | Add 23% ($94.1K) | 0.36% | $509.0K | +70.04% | +21.29% | +50.25% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Add 19% ($76.5K) | 0.33% | $472.0K | +133.66% | +8.91% | +51.44% | |
| PFE - PFIZER INC | New Purchase | 0.33% | $468.0K | -2.65% | +0.04% | +14.64% | |
| ADP - AUTOMATIC DATA PROCESSING IN | 0.29% | $410.0K | +114.10% | +6.66% | +40.11% | ||
| HON - HONEYWELL INTL INC | Reduce 17% $(80.1K) | 0.28% | $401.0K | +78.47% | +11.25% | +70.80% | |
| CMCSA - COMCAST CORP NEW | Reduce 51% $(416.9K) | 0.28% | $398.0K | -7.34% | +11.72% | +46.21% | |
| CVS - CVS HEALTH CORP | Reduce 79% $(1.4M) | 0.27% | $378.0K | +60.15% | +7.37% | +28.91% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 84% $(1.6M) | 0.21% | $303.0K | +240.85% | +4.64% | +17.48% | |
| DIS - DISNEY WALT CO | Reduce 90% $(2.6M) | 0.21% | $300.0K | +11.94% | +15.82% | +78.11% | |
| KMI - KINDER MORGAN INC DEL | New Purchase | 0.18% | $250.0K | +168.93% | +5.93% | +25.53% | |
| SBUX - STARBUCKS CORP | New Purchase | 0.16% | $232.0K | +39.23% | +5.59% | +65.28% | |
| AWK - AMERICAN WTR WKS CO INC NEW | New Purchase | 0.15% | $213.0K | +9.81% | +2.51% | +22.98% | |
| SSO - PROSHARES TR | New Purchase | 0.11% | $161.0K | +375.48% | +33.10% | +120.63% | |
| NFLX - NETFLIX INC | New Purchase | 0.11% | $160.0K | +119.20% | +26.70% | +32.98% | |
| ETN - EATON CORP PLC | Reduce 87% $(894.2K) | 0.09% | $132.0K | +359.28% | +21.26% | +86.39% | |
| GWPH - GW PHARMACEUTICALS PLC | New Purchase | 0.06% | $88.0K | +41.18% | +127.90% | ||
| ABT - ABBOTT LABS | New Purchase | 0.06% | $83.0K | +54.54% | +7.88% | +39.76% | |
| NVDA - NVIDIA CORP | CALL | New Purchase | 0.06% | $79.0K | |||
| AAPL - APPLE INC | CALL | New Purchase | 0.05% | $76.0K | |||
| META - FACEBOOK INC | New Purchase | 0.05% | $75.0K | +271.36% | +37.16% | +75.71% | |
| FBT - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.05% | $66.0K | +52.62% | +24.86% | +15.21% | |
| DEX - DELAWARE ENHANCED GBL DIV & | New Purchase | 0.05% | $65.0K | +8.20% | +37.71% | ||
| NBIX - NEUROCRINE BIOSCIENCES INC | New Purchase | 0.04% | $61.0K | +42.87% | +42.43% | +0.12% | |
| ETJ - EATON VANCE RISK MNGD DIV EQ | New Purchase | 0.04% | $58.0K | +66.10% | +12.79% | +34.73% | |
| GIS - GENERAL MLS INC | New Purchase | 0.04% | $56.0K | -11.06% | +9.15% | +4.93% | |
| PSX - PHILLIPS 66 | Reduce 100% | 0.00% | $0.00 | ||||
| SHEL - ROYAL DUTCH SHELL PLC | Reduce 100% | 0.00% | $0.00 | ||||
| UNP - UNION PACIFIC CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| TGT - TARGET CORP | Reduce 100% | 0.00% | $0.00 | ||||
| MDT - MEDTRONIC PLC | Reduce 100% | 0.00% | $0.00 | ||||
| RTX - UNITED TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - CATERPILLAR INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| V - VISA INC | Reduce 100% | 0.00% | $0.00 | ||||
| EMR - EMERSON ELEC CO | Reduce 100% | 0.00% | $0.00 | ||||
| NEE - NEXTERA ENERGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER & GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| GE - GENERAL ELECTRIC CO | Reduce 100% | 0.00% | $0.00 | ||||
| C - CITIGROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | ||||
| DE - DEERE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | ||||
| LMT - LOCKHEED MARTIN CORP | Reduce 100% | 0.00% | $0.00 | ||||