10,000+ stock pitches from top investors available on joinyellowbrick.com
HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2020-10-13 (Q3 2020) | Holdings: 144 | Value: $247.7M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AMZN - AMAZON COM INC | Add 7% ($3.5M) | 20.74% | $51.4M | +42.90% | -9.27% | -4.27% | |
| AAPL - APPLE INC | Add 318% ($33.0M) | 17.52% | $43.4M | +120.30% | +6.72% | +19.57% | |
| NVDA - NVIDIA CORPORATION | Add 14% ($3.5M) | 11.65% | $28.9M | +1198.87% | -7.60% | +52.33% | |
| MSFT - MICROSOFT CORP | Add 11% ($2.8M) | 11.34% | $28.1M | +124.02% | -4.23% | +37.01% | |
| WMT - WALMART INC | Add 41% ($3.1M) | 4.35% | $10.8M | +148.89% | +0.76% | -2.98% | |
| QCOM - QUALCOMM INC | Add 26% ($2.2M) | 4.26% | $10.6M | +57.60% | +25.15% | +1.57% | |
| HD - HOME DEPOT INC | Add 17% ($1.2M) | 3.29% | $8.1M | +41.05% | -6.81% | +21.48% | |
| TQQQ - PROSHARES TR | Reduce 50% $(7.0M) | 2.86% | $7.1M | +191.13% | +16.79% | +71.19% | |
| AMZN - AMAZON COM INC | CALL | Add 250% ($4.7M) | 2.67% | $6.6M | |||
| JNJ - JOHNSON & JOHNSON | Add 41% ($1.7M) | 2.42% | $6.0M | +60.46% | +8.70% | +10.34% | |
| LOW - LOWES COS INC | Add 29% ($1.2M) | 2.11% | $5.2M | +60.96% | -2.37% | +25.35% | |
| UPRO - PROSHARES TR | Add 503% ($3.9M) | 1.89% | $4.7M | +286.40% | +24.40% | +94.32% | |
| JPM - JPMORGAN CHASE & CO | Reduce 22% $(1.1M) | 1.50% | $3.7M | +273.35% | +40.74% | +65.87% | |
| NFLX - NETFLIX INC | Add 6% ($162.0K) | 1.09% | $2.7M | +60.91% | -10.98% | +12.65% | |
| ZTS - ZOETIS INC | Add 4% ($91.9K) | 1.08% | $2.7M | -20.23% | -3.23% | +21.00% | |
| TGT - TARGET CORP | Add 35% ($668.9K) | 1.05% | $2.6M | -26.09% | +19.79% | +47.96% | |
| PFE - PFIZER INC | Add 2% ($33.9K) | 0.82% | $2.0M | -6.99% | +5.90% | +23.69% | |
| PEP - PEPSICO INC | Reduce 5% $(86.1K) | 0.73% | $1.8M | +14.08% | -0.54% | +14.23% | |
| BAC - BK OF AMERICA CORP | Reduce 11% $(210.9K) | 0.70% | $1.7M | +161.96% | +40.46% | +88.92% | |
| DIS - DISNEY WALT CO | Reduce 3% $(40.1K) | 0.46% | $1.1M | -9.51% | +34.30% | +35.05% | |
| PG - PROCTER AND GAMBLE CO | Reduce 3% $(28.6K) | 0.45% | $1.1M | +11.86% | -5.29% | +2.36% | |
| MRK - MERCK & CO. INC | Reduce 13% $(148.0K) | 0.40% | $996.0K | +70.07% | +2.44% | +5.13% | |
| COST - COSTCO WHSL CORP NEW | Reduce 7% $(78.1K) | 0.40% | $988.0K | +159.77% | -2.70% | +21.74% | |
| CVS - CVS HEALTH CORP | Reduce 11% $(120.9K) | 0.40% | $987.0K | +62.16% | +28.41% | +47.50% | |
| LMT - LOCKHEED MARTIN CORP | 0.40% | $986.0K | +54.71% | -9.63% | -3.77% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 33% $(445.9K) | 0.37% | $924.0K | -71.95% | +16.26% | +27.98% | |
| KMI - KINDER MORGAN INC DEL | Reduce 19% $(184.4K) | 0.33% | $805.0K | +193.34% | +25.79% | +55.23% | |
| CRM - SALESFORCE COM INC | Add 7% ($52.8K) | 0.31% | $779.0K | -2.34% | -20.15% | +7.41% | |
| AAPL - APPLE INC | CALL | Add 362% ($544.4K) | 0.28% | $695.0K | |||
| AMD - ADVANCED MICRO DEVICES INC | Add 122% ($368.5K) | 0.27% | $671.0K | +138.39% | +5.74% | +30.43% | |
| COP - CONOCOPHILLIPS | Reduce 48% $(621.1K) | 0.27% | $661.0K | +251.49% | +42.36% | +125.07% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Add 13% ($72.4K) | 0.26% | $642.0K | +108.62% | +18.25% | +45.27% | |
| SNOW - SNOWFLAKE INC | New Purchase | 0.25% | $622.0K | -11.19% | +20.54% | +31.80% | |
| BABA - ALIBABA GROUP HLDG LTD | New Purchase | 0.22% | $554.0K | -47.40% | -21.37% | -46.03% | |
| MCD - MCDONALDS CORP | 0.21% | $529.0K | +52.49% | -8.17% | +9.56% | ||
| HON - HONEYWELL INTL INC | 0.20% | $494.0K | +40.02% | +21.09% | +28.49% | ||
| CMCSA - COMCAST CORP NEW | 0.20% | $494.0K | -24.40% | +8.75% | +20.00% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | 0.17% | $418.0K | +97.55% | +8.53% | +41.79% | ||
| RTX - RAYTHEON TECHNOLOGIES CORP | 0.16% | $403.0K | +256.69% | +20.54% | +54.29% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 25% ($75.2K) | 0.15% | $382.0K | +216.04% | +4.56% | +20.50% | |
| INTC - INTEL CORP | 0.15% | $362.0K | -15.19% | +10.50% | +2.41% | ||
| BA - BOEING CO | Reduce 47% $(252.1K) | 0.11% | $282.0K | +39.75% | +29.02% | +33.64% | |
| SBUX - STARBUCKS CORP | Add 5% ($12.9K) | 0.11% | $265.0K | +9.96% | +13.45% | +26.17% | |
| AWK - AMERICAN WTR WKS CO INC NEW | 0.11% | $264.0K | -8.06% | +1.88% | +11.56% | ||
| NBB - NUVEEN TAXABLE MUNICPAL INM | New Purchase | 0.09% | $224.0K | +2.58% | +9.01% | +8.05% | |
| TSLA - TESLA INC | CALL | New Purchase | 0.09% | $215.0K | |||
| TSLA - TESLA INC | New Purchase | 0.07% | $165.0K | +190.68% | +87.87% | +81.94% | |
| GS - GOLDMAN SACHS GROUP INC | New Purchase | 0.06% | $160.0K | +394.89% | +44.73% | +86.15% | |
| LRCX - LAM RESEARCH CORP | Reduce 27% $(55.2K) | 0.06% | $146.0K | +466.92% | +49.00% | +52.75% | |
| ABT - ABBOTT LABS | New Purchase | 0.05% | $114.0K | +27.16% | +1.72% | +9.92% | |
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| PSX - PHILLIPS 66 | Reduce 100% | 0.00% | $0.00 | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | CALL | Reduce 100% | 0.00% | $0.00 | |||
| ZM - ZOOM VIDEO COMMUNICATIONS IN | Reduce 100% | 0.00% | $0.00 | ||||
| SSO - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||