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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2022-11-14 (Q3 2022) | Holdings: 323 | Value: $254.6M | 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 7% ($3.3M) | 20.14% | $51.3M | +138.63% | -1.99% | +38.75% | |
| MSFT - MICROSOFT CORP | Add 2% ($640.5K) | 12.33% | $31.4M | +99.84% | +10.22% | +52.24% | |
| AAPL - APPLE INC | Add 3% ($876.3K) | 12.32% | $31.4M | +72.75% | +2.20% | +24.21% | |
| NVDA - NVIDIA CORPORATION | Add 2% ($195.8K) | 3.52% | $9.0M | +1007.99% | +36.17% | +192.54% | |
| JNJ - JOHNSON & JOHNSON | Reduce 4% $(283.1K) | 2.77% | $7.1M | +31.75% | -6.85% | -11.10% | |
| ENPH - ENPHASE ENERGY INC | Add 31% ($1.6M) | 2.64% | $6.7M | -88.55% | -29.61% | -70.02% | |
| BAC - BK OF AMERICA CORP | Add 17% ($967.1K) | 2.56% | $6.5M | +60.08% | -6.34% | -20.19% | |
| SPY - SPDR S&P 500 ETF TR | PUT | New Purchase | 2.46% | $6.3M | |||
| AMZN - AMAZON COM INC | CALL | Reduce 47% $(4.3M) | 1.96% | $5.0M | |||
| TQQQ - PROSHARES TR | Reduce 70% $(10.8M) | 1.81% | $4.6M | +379.14% | +10.79% | +85.35% | |
| WFC - WELLS FARGO CO NEW | Add 53% ($1.4M) | 1.53% | $3.9M | +118.23% | +1.89% | -6.75% | |
| COP - CONOCOPHILLIPS | Add 186% ($2.3M) | 1.36% | $3.5M | -18.00% | -15.53% | -10.17% | |
| LOW - LOWES COS INC | Add 77% ($1.5M) | 1.31% | $3.3M | +31.50% | +4.54% | +1.15% | |
| PANW - PALO ALTO NETWORKS INC | Add 678% ($2.2M) | 0.99% | $2.5M | +129.33% | +6.53% | +53.95% | |
| MS - MORGAN STANLEY | Add 78% ($1.1M) | 0.98% | $2.5M | +124.43% | +11.61% | -9.12% | |
| GS - GOLDMAN SACHS GROUP INC | Add 253% ($1.8M) | 0.98% | $2.5M | +162.86% | -2.38% | -9.91% | |
| GOOGL - ALPHABET INC | Add 693% ($2.1M) | 0.95% | $2.4M | +233.71% | -1.34% | +37.00% | |
| V - VISA INC | Add 178% ($1.4M) | 0.84% | $2.1M | +71.57% | +9.23% | +19.09% | |
| PG - PROCTER AND GAMBLE CO | Add 222% ($1.5M) | 0.83% | $2.1M | +7.44% | -1.59% | +9.27% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 206% ($1.4M) | 0.83% | $2.1M | +12.59% | +4.29% | -13.25% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 66% ($831.5K) | 0.82% | $2.1M | +164.92% | +10.25% | +52.73% | |
| EMR - EMERSON ELEC CO | Add 250% ($1.4M) | 0.76% | $1.9M | +59.83% | -8.98% | -5.81% | |
| PFE - PFIZER INC | Add 7% ($120.5K) | 0.72% | $1.8M | -39.03% | -11.40% | -36.04% | |
| IBB - ISHARES TR | New Purchase | 0.69% | $1.8M | +27.08% | -2.11% | -13.47% | |
| PEP - PEPSICO INC | Reduce 26% $(608.0K) | 0.69% | $1.8M | -13.03% | -0.52% | -3.50% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Add 5% ($86.0K) | 0.69% | $1.8M | +41.72% | +6.38% | -8.07% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 0.66% | $1.7M | -36.85% | -15.76% | -37.02% | |
| LRCX - LAM RESEARCH CORP | New Purchase | 0.65% | $1.6M | +315.37% | +4.22% | +41.12% | |
| SLB - SCHLUMBERGER LTD | New Purchase | 0.64% | $1.6M | -11.73% | +3.67% | +0.35% | |
| MRK - MERCK & CO INC | Add 260% ($1.2M) | 0.63% | $1.6M | +21.93% | +7.96% | +3.71% | |
| TSLA - TESLA INC | Add 486% ($1.3M) | 0.62% | $1.6M | +122.48% | +9.37% | +23.97% | |
| WMT - WALMART INC | New Purchase | 0.61% | $1.5M | +142.54% | +1.04% | +18.38% | |
| CAT - CATERPILLAR INC | Add 189% ($1.0M) | 0.60% | $1.5M | +169.95% | +5.39% | +8.07% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.58% | $1.5M | -28.33% | -3.91% | +6.54% | |
| OXY - OCCIDENTAL PETE CORP | 0.57% | $1.4M | -38.07% | -14.26% | -15.71% | ||
| NOW - SERVICENOW INC | Add 49% ($453.3K) | 0.54% | $1.4M | +76.47% | +12.00% | +57.14% | |
| KMI - KINDER MORGAN INC DEL | Reduce 5% $(68.2K) | 0.54% | $1.4M | +71.58% | -1.47% | -3.66% | |
| DE - DEERE & CO | New Purchase | 0.54% | $1.4M | +27.19% | -0.14% | -6.34% | |
| ALL - ALLSTATE CORP | New Purchase | 0.51% | $1.3M | +75.73% | +6.44% | +4.53% | |
| ZTS - ZOETIS INC | New Purchase | 0.49% | $1.3M | -12.50% | +17.19% | +17.71% | |
| DD - DUPONT DE NEMOURS INC | New Purchase | 0.46% | $1.2M | +55.45% | +7.64% | +1.43% | |
| EXPE - EXPEDIA GROUP INC | New Purchase | 0.46% | $1.2M | +198.43% | +13.93% | +28.05% | |
| ROK - ROCKWELL AUTOMATION INC | New Purchase | 0.44% | $1.1M | +56.67% | +9.83% | +1.28% | |
| DOV - DOVER CORP | New Purchase | 0.44% | $1.1M | +46.79% | +9.65% | -1.70% | |
| DHR - DANAHER CORPORATION | New Purchase | 0.43% | $1.1M | -0.98% | -5.41% | -13.30% | |
| LULU - LULULEMON ATHLETICA INC | New Purchase | 0.42% | $1.1M | -41.86% | -10.87% | +18.44% | |
| SNOW - SNOWFLAKE INC | Add 63% ($405.5K) | 0.41% | $1.0M | +35.15% | +5.85% | -1.55% | |
| DOW - DOW INC | New Purchase | 0.41% | $1.0M | -40.05% | +15.64% | +3.67% | |
| GM - GENERAL MTRS CO | New Purchase | 0.39% | $984.0K | +116.29% | +5.76% | -30.16% | |
| CMC - COMMERCIAL METALS CO | Reduce 2% $(20.0K) | 0.38% | $980.0K | +54.15% | +19.24% | -2.96% | |
| SCHV - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| MSFT - MICROSOFT CORP | CALL | Reduce 100% | 0.00% | $0.00 | |||
| GOOGL - ALPHABET INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| LMT - LOCKHEED MARTIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 100% | 0.00% | $0.00 | ||||
| UPRO - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MDT - MEDTRONIC PLC | Reduce 100% | 0.00% | $0.00 | ||||
| ABNB - AIRBNB INC | Reduce 100% | 0.00% | $0.00 | ||||
| DVN - DEVON ENERGY CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| ORCL - ORACLE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 100% | 0.00% | $0.00 | ||||
| UDOW - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TECL - DIREXION SHS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||