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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2023-05-11 (Q1 2023) | Holdings: 353 | Value: $256.1M | 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 1% ($592.3K) | 16.17% | $41.4M | +119.59% | +25.33% | +66.34% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(414.0K) | 14.43% | $37.0M | +57.24% | +4.57% | +34.32% | |
| AAPL - APPLE INC | Add 1% ($421.7K) | 14.36% | $36.8M | +51.01% | +3.50% | +7.86% | |
| NVDA - NVIDIA CORPORATION | Add 12% ($2.4M) | 8.66% | $22.2M | +549.14% | +53.38% | +216.97% | |
| ENPH - ENPHASE ENERGY INC | Add 32% ($1.4M) | 2.31% | $5.9M | -78.38% | -15.42% | -32.39% | |
| BAC - BANK AMERICA CORP | Add 13% ($638.0K) | 2.23% | $5.7M | +119.43% | +13.29% | +43.25% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(56.7K) | 2.16% | $5.5M | +38.69% | +8.30% | -3.40% | |
| TQQQ - PROSHARES TR | Reduce 84% $(26.4M) | 1.93% | $4.9M | +284.01% | +38.85% | +107.12% | |
| WFC - WELLS FARGO CO NEW | Add 29% ($876.6K) | 1.53% | $3.9M | +165.07% | +14.62% | +64.03% | |
| LOW - LOWES COS INC | Add 5% ($162.4K) | 1.33% | $3.4M | +32.38% | +11.63% | +16.94% | |
| COP - CONOCOPHILLIPS | Reduce 3% $(92.6K) | 1.24% | $3.2M | +7.02% | +18.25% | +25.62% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Add 94% ($1.4M) | 1.13% | $2.9M | +46.10% | +0.33% | +9.30% | |
| MS - MORGAN STANLEY | Add 15% ($360.8K) | 1.10% | $2.8M | +142.18% | +6.19% | +23.63% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 7% ($190.9K) | 1.09% | $2.8M | +111.38% | +15.65% | +55.49% | |
| IBB - ISHARES TR | Add 9% ($222.3K) | 1.00% | $2.6M | +33.10% | -1.51% | +3.40% | |
| V - VISA INC | 0.98% | $2.5M | +54.69% | +4.90% | +21.14% | ||
| GS - GOLDMAN SACHS GROUP INC | Reduce 2% $(55.9K) | 0.98% | $2.5M | +210.77% | +5.67% | +45.29% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 2% $(46.3K) | 0.86% | $2.2M | +92.10% | +10.42% | +52.15% | |
| CAT - CATERPILLAR INC | Add 2% ($49.9K) | 0.81% | $2.1M | +199.27% | +35.07% | +71.60% | |
| SOXL - DIREXION SHS ETF TR | New Purchase | 0.81% | $2.1M | +257.28% | +61.96% | +192.87% | |
| EMR - EMERSON ELEC CO | Reduce 7% $(147.8K) | 0.74% | $1.9M | +82.37% | +16.63% | +41.18% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 9% $(176.4K) | 0.73% | $1.9M | +15.00% | +1.68% | +11.38% | |
| AMZN - AMAZON COM INC | CALL | Reduce 20% $(475.1K) | 0.72% | $1.8M | |||
| GOOGL - ALPHABET INC | Reduce 15% $(315.9K) | 0.71% | $1.8M | +181.02% | +12.56% | +44.96% | |
| SLB - SCHLUMBERGER LTD | Reduce 17% $(373.3K) | 0.69% | $1.8M | +7.03% | +34.36% | +11.67% | |
| WMT - WALMART INC | Add 6% ($89.2K) | 0.67% | $1.7M | +127.26% | +4.54% | +19.66% | |
| MRK - MERCK & CO INC | Reduce 10% $(195.8K) | 0.66% | $1.7M | +2.35% | -7.09% | +12.57% | |
| PEP - PEPSICO INC | Reduce 5% $(94.2K) | 0.64% | $1.6M | -21.76% | -5.34% | -4.65% | |
| META - META PLATFORMS INC | New Purchase | 0.60% | $1.5M | +174.80% | +29.34% | +97.90% | |
| LRCX - LAM RESEARCH CORP | Reduce 9% $(151.1K) | 0.58% | $1.5M | +289.83% | +26.23% | +72.35% | |
| BGY - BLACKROCK ENHANCED INTL DIV | New Purchase | 0.56% | $1.4M | +30.20% | -3.76% | +5.45% | |
| DE - DEERE & CO | Reduce 12% $(185.8K) | 0.55% | $1.4M | +38.42% | +16.72% | +10.00% | |
| PFE - PFIZER INC | Reduce 13% $(208.1K) | 0.55% | $1.4M | -21.59% | -3.03% | -20.16% | |
| DD - DUPONT DE NEMOURS INC | Reduce 16% $(264.1K) | 0.53% | $1.4M | +70.98% | +20.73% | +25.47% | |
| KMI - KINDER MORGAN INC DEL | Reduce 9% $(129.3K) | 0.53% | $1.4M | +85.47% | +6.87% | +21.68% | |
| CVX - CHEVRON CORP NEW | Add 34% ($329.6K) | 0.51% | $1.3M | +14.05% | +5.50% | +9.14% | |
| NOW - SERVICENOW INC | Add 17% ($178.0K) | 0.49% | $1.3M | +61.36% | +24.99% | +61.17% | |
| PYPL - PAYPAL HLDGS INC | Add 7% ($79.7K) | 0.47% | $1.2M | -8.89% | -1.29% | -0.23% | |
| ROK - ROCKWELL AUTOMATION INC | Reduce 9% $(114.2K) | 0.46% | $1.2M | +55.35% | +10.66% | +0.88% | |
| LMT - LOCKHEED MARTIN CORP | Add 2% ($27.9K) | 0.46% | $1.2M | +23.46% | +0.07% | +6.85% | |
| CMC - COMMERCIAL METALS CO | Reduce 10% $(131.8K) | 0.46% | $1.2M | +66.12% | +27.77% | +32.23% | |
| OXY - OCCIDENTAL PETE CORP | Reduce 9% $(110.9K) | 0.45% | $1.2M | -22.00% | +12.44% | +9.68% | |
| TSLA - TESLA INC | New Purchase | 0.45% | $1.2M | +147.52% | +36.17% | -2.37% | |
| ZTS - ZOETIS INC | Reduce 3% $(39.3K) | 0.45% | $1.2M | -29.27% | +3.08% | -8.04% | |
| DOV - DOVER CORP | Reduce 11% $(129.5K) | 0.43% | $1.1M | +48.84% | +1.94% | +33.19% | |
| LULU - LULULEMON ATHLETICA INC | Reduce 8% $(88.9K) | 0.41% | $1.1M | -43.72% | +2.12% | -7.92% | |
| EEM - ISHARES TR | New Purchase | 0.41% | $1.1M | +58.08% | +2.42% | +13.50% | |
| DOW - DOW INC | Reduce 13% $(152.2K) | 0.41% | $1.0M | -41.76% | +6.87% | +19.10% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 14% $(172.0K) | 0.40% | $1.0M | -25.30% | +4.97% | +6.32% | |
| GM - GENERAL MTRS CO | Add 7% ($70.1K) | 0.40% | $1.0M | +163.56% | +2.75% | +37.39% | |
| SCHV - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| UDOW - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ALL - ALLSTATE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 100% | 0.00% | $0.00 | ||||
| DHR - DANAHER CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||