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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2021-01-22 (Q4 2020) | Holdings: 193 | Value: $278.4M | 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 18% ($9.3M) | 22.43% | $62.5M | +47.99% | +0.37% | -13.15% | |
| AAPL - APPLE INC | Add 6% ($2.9M) | 18.89% | $52.6M | +86.00% | -5.98% | +13.66% | |
| MSFT - MICROSOFT CORP | Add 11% ($3.4M) | 11.88% | $33.1M | +117.47% | +14.24% | +30.44% | |
| NVDA - NVIDIA CORPORATION | Reduce 3% $(766.6K) | 9.72% | $27.1M | +1246.42% | +10.80% | +69.73% | |
| QCOM - QUALCOMM INC | Add 10% ($1.4M) | 5.39% | $15.0M | +23.27% | -17.19% | +5.41% | |
| WMT - WALMART INC | Add 3% ($386.5K) | 4.13% | $11.5M | +149.76% | -3.35% | -2.02% | |
| HD - HOME DEPOT INC | Add 4% ($307.6K) | 2.91% | $8.1M | +43.08% | +14.82% | +30.85% | |
| JNJ - JOHNSON & JOHNSON | Add 11% ($726.0K) | 2.54% | $7.1M | +43.72% | +0.93% | +1.25% | |
| LOW - LOWES COS INC | Add 23% ($1.2M) | 2.23% | $6.2M | +61.89% | +16.55% | +36.27% | |
| JPM - JPMORGAN CHASE & CO | Add 18% ($876.1K) | 2.07% | $5.8M | +183.41% | +14.33% | +12.31% | |
| AMZN - AMAZON COM INC | CALL | Reduce 38% $(2.6M) | 1.52% | $4.2M | |||
| TGT - TARGET CORP | Add 18% ($508.8K) | 1.23% | $3.4M | -36.23% | +7.93% | +16.73% | |
| PYPL - PAYPAL HLDGS INC | Add 142% ($1.6M) | 0.95% | $2.7M | -76.99% | +4.82% | -36.10% | |
| ZTS - ZOETIS INC | Reduce 5% $(139.9K) | 0.91% | $2.5M | -18.51% | +5.07% | +23.76% | |
| BAC - BK OF AMERICA CORP | Add 6% ($133.2K) | 0.83% | $2.3M | +102.72% | +25.92% | +45.21% | |
| DIS - DISNEY WALT CO | Add 34% ($560.7K) | 0.79% | $2.2M | -32.02% | +6.48% | -20.03% | |
| PEP - PEPSICO INC | Reduce 2% $(35.6K) | 0.68% | $1.9M | +17.78% | +6.47% | +29.21% | |
| PFE - PFIZER INC | Reduce 8% $(155.8K) | 0.68% | $1.9M | -11.69% | +6.92% | +46.53% | |
| CVS - CVS HEALTH CORP | Reduce 3% $(40.1K) | 0.40% | $1.1M | +28.09% | +4.15% | +44.21% | |
| AAPL - APPLE INC | CALL | Add 33% ($265.5K) | 0.38% | $1.1M | |||
| PG - PROCTER AND GAMBLE CO | Reduce 12% $(130.9K) | 0.35% | $975.0K | +22.68% | +3.73% | +27.17% | |
| LMT - LOCKHEED MARTIN CORP | Add 5% ($46.5K) | 0.34% | $960.0K | +75.27% | +12.03% | +13.34% | |
| BHP - BHP GROUP LTD | New Purchase | 0.34% | $954.0K | +41.62% | +8.47% | -0.03% | |
| GE - GENERAL ELECTRIC CO | New Purchase | 0.34% | $949.0K | +479.96% | +21.72% | +9.08% | |
| MS - MORGAN STANLEY | New Purchase | 0.33% | $906.0K | +194.65% | +10.67% | +36.59% | |
| MRK - MERCK & CO. INC | Reduce 10% $(96.3K) | 0.32% | $886.0K | +69.03% | -2.66% | +6.15% | |
| COST - COSTCO WHSL CORP NEW | Reduce 18% $(185.7K) | 0.31% | $863.0K | +168.08% | +3.65% | +36.52% | |
| RIO - RIO TINTO PLC | New Purchase | 0.31% | $860.0K | +56.72% | +11.88% | +1.44% | |
| CRM - SALESFORCE COM INC | Add 24% ($165.3K) | 0.31% | $855.0K | +14.80% | +1.66% | -2.90% | |
| GS - GOLDMAN SACHS GROUP INC | Add 296% ($622.5K) | 0.30% | $833.0K | +268.70% | +19.32% | +22.38% | |
| KMI - KINDER MORGAN INC DEL | Reduce 9% $(78.8K) | 0.29% | $814.0K | +139.16% | +12.03% | +21.14% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Add 1% ($5.9K) | 0.27% | $749.0K | +78.27% | +16.37% | +22.35% | |
| NFLX - NETFLIX INC | Reduce 76% $(2.2M) | 0.25% | $709.0K | +59.66% | -10.84% | -31.72% | |
| COP - CONOCOPHILLIPS | Reduce 14% $(115.4K) | 0.25% | $690.0K | +180.55% | +19.10% | +103.72% | |
| HON - HONEYWELL INTL INC | 0.23% | $638.0K | +19.81% | +12.00% | +3.28% | ||
| AMD - ADVANCED MICRO DEVICES INC | Reduce 17% $(128.0K) | 0.22% | $623.0K | +117.42% | -12.09% | +23.78% | |
| BABA - ALIBABA GROUP HLDG LTD | Add 42% ($185.1K) | 0.22% | $623.0K | -38.34% | -11.96% | -54.34% | |
| ADP - AUTOMATIC DATA PROCESSING IN | 0.19% | $529.0K | +82.65% | +22.00% | +37.82% | ||
| MNDT - FIREEYE INC | New Purchase | 0.19% | $522.0K | -14.25% | -34.97% | ||
| MCD - MCDONALDS CORP | 0.19% | $517.0K | +63.15% | +11.22% | +22.24% | ||
| RTX - RAYTHEON TECHNOLOGIES CORP | 0.18% | $501.0K | +217.87% | +22.71% | +36.67% | ||
| DD - DUPONT DE NEMOURS INC | New Purchase | 0.17% | $469.0K | +42.04% | -4.08% | -2.53% | |
| SNOW - SNOWFLAKE INC | Reduce 39% $(275.1K) | 0.15% | $423.0K | -23.48% | -19.43% | -5.11% | |
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 0.14% | $402.0K | +413.23% | -32.07% | -61.11% | |
| SBUX - STARBUCKS CORP | Add 22% ($71.7K) | 0.14% | $402.0K | -4.87% | +13.80% | -3.88% | |
| DHI - D R HORTON INC | New Purchase | 0.14% | $400.0K | +95.06% | +25.24% | +16.89% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 8% $(30.8K) | 0.13% | $365.0K | +228.23% | +21.53% | +19.27% | |
| INTC - INTEL CORP | 0.13% | $349.0K | -19.35% | +5.71% | -5.49% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | New Purchase | 0.12% | $343.0K | -28.55% | +8.71% | +9.52% | |
| BA - BOEING CO | Reduce 7% $(25.2K) | 0.12% | $340.0K | +11.86% | +17.28% | +0.46% | |
| TQQQ - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| UPRO - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| CMCSA - COMCAST CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| ABT - ABBOTT LABS | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| LRCX - LAM RESEARCH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| NBB - NUVEEN TAXABLE MUNICPAL INM | Reduce 100% | 0.00% | $0.00 | ||||