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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2021-11-12 (Q3 2021) | Holdings: 240 | Value: $334.9M | 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 6% ($3.1M) | 16.32% | $54.6M | +39.26% | -12.26% | -44.31% | |
| AAPL - APPLE INC | Add 3% ($1.3M) | 12.20% | $40.9M | +75.88% | +12.45% | -0.82% | |
| NVDA - NVIDIA CORPORATION | Add 292% ($25.6M) | 10.25% | $34.3M | +506.90% | -20.56% | -46.62% | |
| MSFT - MICROSOFT CORP | Add 1% ($359.4K) | 10.21% | $34.2M | +46.66% | -12.44% | -27.84% | |
| AMZN - AMAZON COM INC | CALL | Add 35% ($3.0M) | 3.43% | $11.5M | |||
| HD - HOME DEPOT INC | Reduce 3% $(350.9K) | 3.20% | $10.7M | +6.70% | -5.71% | -16.12% | |
| QCOM - QUALCOMM INC | Reduce 8% $(902.6K) | 3.04% | $10.2M | +19.90% | -0.45% | -26.07% | |
| JPM - JPMORGAN CHASE & CO | Reduce 4% $(383.4K) | 3.04% | $10.2M | +120.05% | -8.26% | -17.39% | |
| WMT - WALMART INC | Reduce 6% $(613.8K) | 2.90% | $9.7M | +142.19% | -9.22% | -5.10% | |
| LOW - LOWES COS INC | Add 1% ($91.3K) | 2.65% | $8.9M | +17.30% | -3.98% | -11.70% | |
| JNJ - JOHNSON & JOHNSON | Reduce 6% $(471.7K) | 2.22% | $7.5M | +41.11% | +1.02% | +6.94% | |
| MRNA - MODERNA INC | Add 38% ($1.9M) | 2.05% | $6.8M | -85.33% | -38.28% | -22.44% | |
| GOOGL - ALPHABET INC | Add 5% ($315.5K) | 1.94% | $6.5M | +120.21% | -8.98% | -35.73% | |
| TGT - TARGET CORP | Reduce 3% $(203.8K) | 1.93% | $6.5M | -53.99% | -20.36% | -32.87% | |
| META - FACEBOOK INC | Reduce 8% $(499.6K) | 1.66% | $5.6M | +88.93% | -36.78% | -66.83% | |
| GS - GOLDMAN SACHS GROUP INC | Add 12% ($604.4K) | 1.65% | $5.5M | +156.17% | -10.80% | -3.46% | |
| BAC - BK OF AMERICA CORP | Reduce 7% $(434.4K) | 1.63% | $5.5M | +32.23% | +0.82% | -18.33% | |
| PYPL - PAYPAL HLDGS INC | Add 9% ($424.7K) | 1.49% | $5.0M | -72.48% | -46.23% | -57.82% | |
| DIS - DISNEY WALT CO | Reduce 7% $(352.5K) | 1.33% | $4.4M | -27.00% | -5.77% | -41.11% | |
| TQQQ - PROSHARES TR | Add 42% ($1.3M) | 1.29% | $4.3M | +35.75% | -35.98% | -73.55% | |
| NFLX - NETFLIX INC | Reduce 1% $(40.9K) | 1.01% | $3.4M | +32.89% | -41.79% | -56.07% | |
| CVS - CVS HEALTH CORP | Reduce 18% $(687.1K) | 0.91% | $3.1M | -1.79% | +10.03% | +5.58% | |
| PEP - PEPSICO INC | Reduce 12% $(413.1K) | 0.91% | $3.0M | -2.12% | +3.27% | +11.72% | |
| SLB - SCHLUMBERGER LTD | Reduce 16% $(575.7K) | 0.88% | $2.9M | +49.33% | +21.11% | +68.00% | |
| PFE - PFIZER INC | Reduce 8% $(213.2K) | 0.74% | $2.5M | -37.54% | +0.90% | +2.23% | |
| CRWD - CROWDSTRIKE HLDGS INC | Add 19% ($383.6K) | 0.72% | $2.4M | +71.26% | -33.32% | -47.57% | |
| ORCL - ORACLE CORP | Reduce 9% $(209.1K) | 0.62% | $2.1M | +113.43% | -15.54% | -14.84% | |
| SQ - SQUARE INC | Add 65% ($704.8K) | 0.54% | $1.8M | -69.36% | -51.25% | -69.31% | |
| KSS - KOHLS CORP | Reduce 36% $(940.1K) | 0.49% | $1.6M | -50.17% | +0.16% | -43.65% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Add 40% ($454.5K) | 0.48% | $1.6M | +40.56% | -1.32% | -1.67% | |
| CMC - COMMERCIAL METALS CO | Reduce 42% $(1.1M) | 0.47% | $1.6M | +117.75% | +4.96% | +39.21% | |
| WFC - WELLS FARGO CO NEW | Reduce 2% $(30.5K) | 0.46% | $1.5M | +106.73% | +13.52% | -6.29% | |
| KMI - KINDER MORGAN INC DEL | Reduce 4% $(66.2K) | 0.44% | $1.5M | +104.38% | +4.36% | +17.78% | |
| RIO - RIO TINTO PLC | Reduce 26% $(467.3K) | 0.40% | $1.3M | +83.68% | +27.16% | +16.09% | |
| LMT - LOCKHEED MARTIN CORP | Reduce 14% $(199.9K) | 0.37% | $1.2M | +71.43% | +14.91% | +39.93% | |
| BHP - BHP GROUP LTD | Reduce 33% $(590.9K) | 0.36% | $1.2M | +70.00% | +26.78% | +35.78% | |
| TDS - TELEPHONE & DATA SYS INC | Reduce 17% $(231.9K) | 0.34% | $1.1M | +134.95% | +3.12% | -45.04% | |
| CAT - CATERPILLAR INC | Reduce 56% $(1.3M) | 0.29% | $987.0K | +211.95% | -4.35% | +15.27% | |
| HON - HONEYWELL INTL INC | 0.24% | $796.0K | +6.53% | -16.14% | -2.35% | ||
| MS - MORGAN STANLEY | Reduce 32% $(340.5K) | 0.21% | $709.0K | +111.52% | +3.25% | -7.06% | |
| MCD - MCDONALDS CORP | 0.21% | $702.0K | +35.78% | +1.65% | +11.04% | ||
| COP - CONOCOPHILLIPS | Reduce 6% $(43.1K) | 0.21% | $687.0K | +58.72% | +27.74% | +92.76% | |
| XOM - EXXON MOBIL CORP | Reduce 44% $(527.9K) | 0.20% | $684.0K | +122.20% | +25.24% | +84.86% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | 0.19% | $653.0K | +130.00% | +5.01% | +6.13% | ||
| CRM - SALESFORCE COM INC | 0.19% | $628.0K | -14.08% | -32.75% | -48.30% | ||
| MDT - MEDTRONIC PLC | New Purchase | 0.18% | $609.0K | -5.79% | -14.09% | -28.87% | |
| ADP - AUTOMATIC DATA PROCESSING IN | 0.18% | $600.0K | +25.33% | -12.48% | +9.90% | ||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.16% | $536.0K | +85.16% | -2.15% | -1.04% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.14% | $476.0K | +6.41% | +7.18% | -1.73% | |
| MRK - MERCK & CO INC | New Purchase | 0.13% | $447.0K | +50.58% | -8.26% | +23.43% | |
| ARKK - ARK ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| HAL - HALLIBURTON CO | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - ADVANCED MICRO DEVICES INC | Reduce 100% | 0.00% | $0.00 | ||||
| BIIB - BIOGEN INC | Reduce 100% | 0.00% | $0.00 | ||||