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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2021-11-12 (Q1 2021) | Holdings: 246 | Value: $297.2M | 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 4% ($2.5M) | 20.80% | $61.8M | +39.26% | -12.26% | -44.31% | |
| AAPL - APPLE INC | Reduce 16% $(7.7M) | 13.72% | $40.8M | +75.88% | +12.45% | -0.82% | |
| MSFT - MICROSOFT CORP | Add 1% ($371.6K) | 11.92% | $35.4M | +46.66% | -12.44% | -27.84% | |
| NVDA - NVIDIA CORPORATION | Reduce 2% $(678.6K) | 9.09% | $27.0M | +506.90% | -20.56% | -46.62% | |
| QCOM - QUALCOMM INC | 4.40% | $13.1M | +19.90% | -0.45% | -26.07% | ||
| AMZN - AMAZON COM INC | CALL | Add 146% ($5.9M) | 3.33% | $9.9M | |||
| WMT - WALMART INC | Reduce 14% $(1.5M) | 3.14% | $9.3M | +142.19% | -9.22% | -5.10% | |
| LOW - LOWES COS INC | Add 25% ($1.8M) | 3.08% | $9.2M | +17.30% | -3.98% | -11.70% | |
| HD - HOME DEPOT INC | Reduce 2% $(182.9K) | 3.07% | $9.1M | +6.70% | -5.71% | -16.12% | |
| JPM - JPMORGAN CHASE & CO | Add 20% ($1.4M) | 2.79% | $8.3M | +120.05% | -8.26% | -17.39% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($57.2K) | 2.50% | $7.4M | +41.11% | +1.02% | +6.94% | |
| SQ - SQUARE INC | New Purchase | 1.79% | $5.3M | -69.36% | -51.25% | -69.31% | |
| DIS - DISNEY WALT CO | Add 89% ($2.0M) | 1.44% | $4.3M | -27.00% | -5.77% | -41.11% | |
| TGT - TARGET CORP | Add 11% ($431.4K) | 1.43% | $4.3M | -53.99% | -20.36% | -32.87% | |
| GOOGL - ALPHABET INC | New Purchase | 1.16% | $3.5M | +120.21% | -8.98% | -35.73% | |
| BAC - BK OF AMERICA CORP | Add 13% ($385.0K) | 1.12% | $3.3M | +32.23% | +0.82% | -18.33% | |
| META - FACEBOOK INC | New Purchase | 0.94% | $2.8M | +88.93% | -36.78% | -66.83% | |
| BA - BOEING CO | Add 547% ($2.2M) | 0.88% | $2.6M | +0.00% | -7.62% | -23.67% | |
| PYPL - PAYPAL HLDGS INC | Reduce 10% $(276.1K) | 0.83% | $2.5M | -72.48% | -46.23% | -57.82% | |
| KMI - KINDER MORGAN INC DEL | Add 145% ($1.4M) | 0.82% | $2.4M | +104.38% | +4.36% | +17.78% | |
| GS - GOLDMAN SACHS GROUP INC | Add 93% ($959.4K) | 0.67% | $2.0M | +156.17% | -10.80% | -3.46% | |
| PEP - PEPSICO INC | Reduce 4% $(68.3K) | 0.59% | $1.7M | -2.12% | +3.27% | +11.72% | |
| PFE - PFIZER INC | Reduce 9% $(173.2K) | 0.57% | $1.7M | -37.54% | +0.90% | +2.23% | |
| SLB - SCHLUMBERGER LTD | New Purchase | 0.55% | $1.6M | +49.33% | +21.11% | +68.00% | |
| MS - MORGAN STANLEY | Add 53% ($542.1K) | 0.53% | $1.6M | +111.52% | +3.25% | -7.06% | |
| LMT - LOCKHEED MARTIN CORP | Add 47% ($474.6K) | 0.50% | $1.5M | +71.43% | +14.91% | +39.93% | |
| CVS - CVS HEALTH CORP | Add 14% ($175.2K) | 0.47% | $1.4M | -1.79% | +10.03% | +5.58% | |
| TQQQ - PROSHARES TR | New Purchase | 0.40% | $1.2M | +35.75% | -35.98% | -73.55% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Add 7% ($59.6K) | 0.30% | $897.0K | +40.56% | -1.32% | -1.67% | |
| PG - PROCTER AND GAMBLE CO | Reduce 6% $(53.5K) | 0.30% | $896.0K | +6.41% | +7.18% | -1.73% | |
| BABA - ALIBABA GROUP HLDG LTD | Add 47% ($287.8K) | 0.30% | $895.0K | -2.80% | -27.09% | -57.34% | |
| COST - COSTCO WHSL CORP NEW | Reduce 7% $(55.0K) | 0.25% | $753.0K | +85.16% | -2.15% | -1.04% | |
| COP - CONOCOPHILLIPS | Reduce 18% $(165.2K) | 0.25% | $749.0K | +58.72% | +27.74% | +92.76% | |
| UBER - UBER TECHNOLOGIES INC | New Purchase | 0.25% | $746.0K | +94.17% | -23.32% | -35.56% | |
| MRK - MERCK & CO. INC | Reduce 12% $(101.8K) | 0.25% | $734.0K | +50.58% | -8.26% | +23.43% | |
| CRM - SALESFORCE COM INC | Reduce 17% $(135.9K) | 0.23% | $678.0K | -14.08% | -32.75% | -48.30% | |
| HON - HONEYWELL INTL INC | 0.22% | $651.0K | +6.53% | -16.14% | -2.35% | ||
| NFLX - NETFLIX INC | Reduce 10% $(66.8K) | 0.21% | $618.0K | +32.89% | -41.79% | -56.07% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 9% ($46.3K) | 0.20% | $587.0K | +130.00% | +5.01% | +6.13% | |
| MCD - MCDONALDS CORP | Add 6% ($31.4K) | 0.19% | $572.0K | +35.78% | +1.65% | +11.04% | |
| ADP - AUTOMATIC DATA PROCESSING IN | 0.19% | $565.0K | +25.33% | -12.48% | +9.90% | ||
| SQ - SQUARE INC | CALL | New Purchase | 0.16% | $477.0K | |||
| SBUX - STARBUCKS CORP | Add 3% ($10.5K) | 0.14% | $421.0K | -13.41% | -16.05% | -11.05% | |
| KSS - KOHLS CORP | New Purchase | 0.14% | $415.0K | -50.17% | +0.16% | -43.65% | |
| TDS - TELEPHONE & DATA SYS INC | New Purchase | 0.14% | $406.0K | +134.95% | +3.12% | -45.04% | |
| CAT - CATERPILLAR INC | New Purchase | 0.13% | $388.0K | +211.95% | -4.35% | +15.27% | |
| CRWD - CROWDSTRIKE HLDGS INC | New Purchase | 0.13% | $388.0K | +71.26% | -33.32% | -47.57% | |
| INTC - INTEL CORP | Reduce 14% $(62.2K) | 0.13% | $386.0K | -12.07% | -4.89% | -37.40% | |
| TLRY - APHRIA INC | New Purchase | 0.12% | $370.0K | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 11% $(42.5K) | 0.12% | $343.0K | +196.55% | +10.19% | +26.61% | |
| DD - DUPONT DE NEMOURS INC | Reduce 100% | 0.00% | $0.00 | ||||
| RIO - RIO TINTO PLC | Reduce 100% | 0.00% | $0.00 | ||||
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 100% | 0.00% | $0.00 | ||||
| BHP - BHP GROUP LTD | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - ADVANCED MICRO DEVICES INC | Reduce 100% | 0.00% | $0.00 | ||||
| MNDT - FIREEYE INC | Reduce 100% | 0.00% | $0.00 | ||||
| AAPL - APPLE INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| ZTS - ZOETIS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| GE - GENERAL ELECTRIC CO | Reduce 100% | 0.00% | $0.00 | ||||
| DHI - D R HORTON INC | Reduce 100% | 0.00% | $0.00 | ||||
| SNOW - SNOWFLAKE INC | Reduce 100% | 0.00% | $0.00 | ||||