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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2021-11-12 (Q2 2021) | Holdings: 237 | Value: $336.8M | 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 | Reduce 22% $(14.8M) | 16.02% | $54.0M | +39.26% | -12.26% | -44.31% | |
| AAPL - APPLE INC | Reduce 16% $(7.5M) | 11.36% | $38.2M | +75.88% | +12.45% | -0.82% | |
| NVDA - NVIDIA CORPORATION | Reduce 16% $(6.7M) | 10.04% | $33.8M | +506.90% | -20.56% | -46.62% | |
| MSFT - MICROSOFT CORP | Reduce 20% $(8.2M) | 9.65% | $32.5M | +46.66% | -12.44% | -27.84% | |
| QCOM - QUALCOMM INC | Reduce 13% $(1.8M) | 3.65% | $12.3M | +19.90% | -0.45% | -26.07% | |
| HD - HOME DEPOT INC | Add 13% ($1.2M) | 3.19% | $10.7M | +6.70% | -5.71% | -16.12% | |
| WMT - WALMART INC | Add 8% ($770.8K) | 3.10% | $10.5M | +142.19% | -9.22% | -5.10% | |
| JPM - JPMORGAN CHASE & CO | Add 19% ($1.6M) | 2.98% | $10.0M | +120.05% | -8.26% | -17.39% | |
| AMZN - AMAZON COM INC | CALL | Reduce 19% $(2.1M) | 2.66% | $8.9M | |||
| LOW - LOWES COS INC | Reduce 10% $(923.7K) | 2.50% | $8.4M | +17.30% | -3.98% | -11.70% | |
| JNJ - JOHNSON & JOHNSON | Add 8% ($630.0K) | 2.40% | $8.1M | +41.11% | +1.02% | +6.94% | |
| TGT - TARGET CORP | Add 36% ($1.9M) | 2.10% | $7.1M | -53.99% | -20.36% | -32.87% | |
| META - FACEBOOK INC | Add 88% ($2.9M) | 1.85% | $6.2M | +88.93% | -36.78% | -66.83% | |
| BAC - BK OF AMERICA CORP | Add 61% ($2.2M) | 1.70% | $5.7M | +32.23% | +0.82% | -18.33% | |
| GOOGL - ALPHABET INC | Add 38% ($1.6M) | 1.68% | $5.7M | +120.21% | -8.98% | -35.73% | |
| PYPL - PAYPAL HLDGS INC | Add 72% ($2.1M) | 1.52% | $5.1M | -72.48% | -46.23% | -57.82% | |
| DIS - DISNEY WALT CO | Add 23% ($921.9K) | 1.48% | $5.0M | -27.00% | -5.77% | -41.11% | |
| GS - GOLDMAN SACHS GROUP INC | Add 114% ($2.6M) | 1.47% | $4.9M | +156.17% | -10.80% | -3.46% | |
| SLB - SCHLUMBERGER LTD | Add 98% ($1.9M) | 1.13% | $3.8M | +49.33% | +21.11% | +68.00% | |
| CVS - CVS HEALTH CORP | Add 137% ($2.1M) | 1.09% | $3.7M | -1.79% | +10.03% | +5.58% | |
| PEP - PEPSICO INC | Add 87% ($1.6M) | 1.01% | $3.4M | -2.12% | +3.27% | +11.72% | |
| MRNA - MODERNA INC | New Purchase | 0.90% | $3.0M | -85.33% | -38.28% | -22.44% | |
| KSS - KOHLS CORP | Add 686% ($2.6M) | 0.90% | $3.0M | -50.17% | +0.16% | -43.65% | |
| TQQQ - PROSHARES TR | Add 88% ($1.4M) | 0.89% | $3.0M | +35.75% | -35.98% | -73.55% | |
| NFLX - NETFLIX INC | Add 374% ($2.3M) | 0.88% | $3.0M | +32.89% | -41.79% | -56.07% | |
| CMC - COMMERCIAL METALS CO | New Purchase | 0.80% | $2.7M | +117.75% | +4.96% | +39.21% | |
| CAT - CATERPILLAR INC | Add 597% ($2.2M) | 0.75% | $2.5M | +211.95% | -4.35% | +15.27% | |
| PFE - PFIZER INC | Add 35% ($641.3K) | 0.73% | $2.5M | -37.54% | +0.90% | +2.23% | |
| BHP - BHP GROUP LTD | New Purchase | 0.73% | $2.5M | +70.00% | +26.78% | +35.78% | |
| RIO - RIO TINTO PLC | New Purchase | 0.67% | $2.3M | +83.68% | +27.16% | +16.09% | |
| CRWD - CROWDSTRIKE HLDGS INC | Add 288% ($1.5M) | 0.61% | $2.1M | +71.26% | -33.32% | -47.57% | |
| ORCL - ORACLE CORP | New Purchase | 0.61% | $2.1M | +113.43% | -15.54% | -14.84% | |
| KMI - KINDER MORGAN INC DEL | Reduce 38% $(996.7K) | 0.49% | $1.7M | +104.38% | +4.36% | +17.78% | |
| LMT - LOCKHEED MARTIN CORP | Add 5% ($79.1K) | 0.47% | $1.6M | +71.43% | +14.91% | +39.93% | |
| TDS - TELEPHONE & DATA SYS INC | Add 294% ($1.2M) | 0.47% | $1.6M | +134.95% | +3.12% | -45.04% | |
| BIIB - BIOGEN INC | New Purchase | 0.46% | $1.5M | -32.07% | -21.80% | +9.22% | |
| WFC - WELLS FARGO CO NEW | New Purchase | 0.45% | $1.5M | +106.73% | +13.52% | -6.29% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.39% | $1.3M | +122.20% | +25.24% | +84.86% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Add 22% ($215.9K) | 0.35% | $1.2M | +40.56% | -1.32% | -1.67% | |
| SQ - SQUARE INC | Reduce 81% $(4.6M) | 0.33% | $1.1M | -69.36% | -51.25% | -69.31% | |
| MS - MORGAN STANLEY | Reduce 47% $(862.9K) | 0.29% | $989.0K | +111.52% | +3.25% | -7.06% | |
| ARKK - ARK ETF TR | New Purchase | 0.28% | $928.0K | -31.03% | -39.44% | -66.99% | |
| HAL - HALLIBURTON CO | New Purchase | 0.26% | $889.0K | +49.19% | +38.26% | +64.29% | |
| HON - HONEYWELL INTL INC | Add 25% ($164.6K) | 0.24% | $823.0K | +6.53% | -16.14% | -2.35% | |
| MCD - MCDONALDS CORP | Add 14% ($83.1K) | 0.20% | $672.0K | +35.78% | +1.65% | +11.04% | |
| COP - CONOCOPHILLIPS | Reduce 24% $(204.5K) | 0.19% | $656.0K | +58.72% | +27.74% | +92.76% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | 0.19% | $648.0K | +130.00% | +5.01% | +6.13% | ||
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 0.19% | $644.0K | +38.30% | -22.79% | -50.32% | |
| ADP - AUTOMATIC DATA PROCESSING IN | 0.18% | $596.0K | +25.33% | -12.48% | +9.90% | ||
| CRM - SALESFORCE COM INC | Reduce 28% $(218.5K) | 0.17% | $564.0K | -14.08% | -32.75% | -48.30% | |
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| TLRY - APHRIA INC | Reduce 100% | 0.00% | $0.00 | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - MERCK & CO. INC | Reduce 100% | 0.00% | $0.00 | ||||
| SQ - SQUARE INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| SBUX - STARBUCKS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| UBER - UBER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| BABA - ALIBABA GROUP HLDG LTD | Reduce 100% | 0.00% | $0.00 | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 100% | 0.00% | $0.00 | ||||
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | ||||