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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2023-02-13 (Q4 2022) | Holdings: 303 | Value: $231.9M | 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 | Reduce 13% $(4.9M) | 14.31% | $33.2M | +150.27% | +13.00% | +73.74% | |
| MSFT - MICROSOFT CORP | Reduce 4% $(1.2M) | 13.41% | $31.1M | +79.54% | +13.78% | +51.79% | |
| AAPL - APPLE INC | Reduce 3% $(835.4K) | 12.35% | $28.7M | +72.59% | +13.27% | +21.70% | |
| TQQQ - PROSHARES TR | Add 364% ($15.0M) | 8.26% | $19.2M | +359.37% | +19.58% | +142.65% | |
| NVDA - NVIDIA CORPORATION | Reduce 4% $(418.3K) | 4.48% | $10.4M | +758.40% | +34.20% | +242.63% | |
| JNJ - JOHNSON & JOHNSON | Reduce 16% $(1.2M) | 2.75% | $6.4M | +38.50% | -1.26% | -1.40% | |
| BAC - BANK AMERICA CORP | Reduce 18% $(1.3M) | 2.53% | $5.9M | +70.58% | -21.89% | -4.12% | |
| ENPH - ENPHASE ENERGY INC | Reduce 12% $(756.2K) | 2.44% | $5.7M | -82.97% | -18.89% | -36.72% | |
| COP - CONOCOPHILLIPS | Reduce 3% $(106.9K) | 1.68% | $3.9M | -2.36% | -8.62% | +2.40% | |
| WFC - WELLS FARGO CO NEW | Reduce 16% $(626.9K) | 1.45% | $3.4M | +114.36% | -18.48% | +4.49% | |
| LOW - LOWES COS INC | Reduce 9% $(321.2K) | 1.39% | $3.2M | +27.57% | -4.47% | +9.25% | |
| GS - GOLDMAN SACHS GROUP INC | Reduce 8% $(234.2K) | 1.16% | $2.7M | +169.56% | -13.25% | +4.30% | |
| IBB - ISHARES TR | Add 20% ($403.7K) | 1.03% | $2.4M | +29.94% | -1.37% | +1.15% | |
| MS - MORGAN STANLEY | Reduce 12% $(316.7K) | 1.02% | $2.4M | +104.70% | -15.53% | -11.76% | |
| SLB - SCHLUMBERGER LTD | Reduce 3% $(72.8K) | 1.01% | $2.3M | -15.49% | -20.94% | -13.63% | |
| V - VISA INC | Reduce 8% $(196.1K) | 1.00% | $2.3M | +57.25% | +2.01% | +22.33% | |
| EMR - EMERSON ELEC CO | Reduce 12% $(311.7K) | 0.97% | $2.2M | +77.90% | -1.92% | +26.79% | |
| CAT - CATERPILLAR INC | Reduce 5% $(103.5K) | 0.92% | $2.1M | +157.89% | -14.00% | +30.82% | |
| PFE - PFIZER INC | Reduce 6% $(131.0K) | 0.87% | $2.0M | -32.39% | -14.81% | -35.35% | |
| MRK - MERCK & CO INC | Reduce 4% $(92.3K) | 0.85% | $2.0M | +10.61% | +6.57% | +17.64% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 15% $(337.0K) | 0.84% | $2.0M | +6.26% | -9.01% | -4.54% | |
| AMZN - AMAZON COM INC | CALL | Reduce 49% $(1.8M) | 0.81% | $1.9M | |||
| GOOGL - ALPHABET INC | Reduce 19% $(419.6K) | 0.78% | $1.8M | +247.24% | +23.38% | +54.55% | |
| PEP - PEPSICO INC | Reduce 12% $(225.8K) | 0.74% | $1.7M | -13.12% | +10.44% | -2.69% | |
| AMD - ADVANCED MICRO DEVICES INC | Reduce 20% $(417.5K) | 0.74% | $1.7M | +147.50% | +17.78% | +116.08% | |
| DE - DEERE & CO | Reduce 5% $(92.2K) | 0.72% | $1.7M | +25.73% | -10.60% | -6.12% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 27% $(588.3K) | 0.67% | $1.6M | +127.31% | +14.96% | +119.40% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Reduce 20% $(384.5K) | 0.67% | $1.6M | +33.95% | -8.21% | -5.35% | |
| DD - DUPONT DE NEMOURS INC | Reduce 2% $(31.3K) | 0.67% | $1.6M | +44.91% | -13.32% | -9.29% | |
| WMT - WALMART INC | Reduce 8% $(132.9K) | 0.67% | $1.6M | +141.43% | +5.04% | +17.46% | |
| KMI - KINDER MORGAN INC DEL | Add 3% ($47.0K) | 0.66% | $1.5M | +73.09% | -7.23% | -3.25% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 13% $(206.8K) | 0.58% | $1.3M | -25.88% | -1.15% | +6.16% | |
| LRCX - LAM RESEARCH CORP | Reduce 31% $(585.1K) | 0.56% | $1.3M | +312.32% | +10.21% | +84.30% | |
| CMC - COMMERCIAL METALS CO | Reduce 3% $(34.6K) | 0.56% | $1.3M | +30.43% | -20.67% | -3.70% | |
| OXY - OCCIDENTAL PETE CORP | Reduce 13% $(191.2K) | 0.55% | $1.3M | -30.16% | -9.78% | -10.86% | |
| ALL - ALLSTATE CORP | Reduce 10% $(135.9K) | 0.55% | $1.3M | +66.04% | -12.93% | +21.95% | |
| LMT - LOCKHEED MARTIN CORP | New Purchase | 0.51% | $1.2M | +16.60% | -5.74% | -10.97% | |
| UDOW - PROSHARES TR | New Purchase | 0.51% | $1.2M | +111.36% | -9.21% | +28.38% | |
| ROK - ROCKWELL AUTOMATION INC | Reduce 15% $(197.6K) | 0.49% | $1.1M | +45.73% | -5.25% | -2.39% | |
| DOW - DOW INC | Reduce 8% $(96.9K) | 0.48% | $1.1M | -48.40% | -11.89% | -5.94% | |
| DOV - DOVER CORP | Reduce 16% $(201.4K) | 0.47% | $1.1M | +35.02% | -9.75% | +5.17% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.46% | $1.1M | +5.96% | -6.97% | -7.94% | |
| PYPL - PAYPAL HLDGS INC | Reduce 24% $(331.3K) | 0.46% | $1.1M | -26.07% | -21.20% | -25.48% | |
| ZTS - ZOETIS INC | Reduce 15% $(183.2K) | 0.45% | $1.1M | -24.65% | +6.23% | +7.09% | |
| LULU - LULULEMON ATHLETICA INC | Reduce 18% $(227.1K) | 0.44% | $1.0M | -32.35% | +19.79% | +46.89% | |
| DHR - DANAHER CORPORATION | Reduce 20% $(227.2K) | 0.39% | $904.3K | +3.41% | -12.71% | +7.98% | |
| NOW - SERVICENOW INC | Reduce 37% $(525.3K) | 0.39% | $897.3K | +60.07% | +1.42% | +73.44% | |
| GM - GENERAL MTRS CO | Reduce 16% $(166.0K) | 0.37% | $866.0K | +110.64% | -22.19% | -7.00% | |
| SCHV - SCHWAB STRATEGIC TR | New Purchase | 0.35% | $808.7K | +41.99% | -5.13% | +5.93% | |
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.33% | $774.6K | +143.45% | -8.76% | +40.16% | |
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| SNOW - SNOWFLAKE INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | PUT | Reduce 100% | 0.00% | $0.00 | |||
| EXPE - EXPEDIA GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||