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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2023-10-24 (Q3 2023) | Holdings: 352 | Value: $301.7M | 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 1% $(415.2K) | 19.11% | $57.7M | +95.41% | +25.16% | +49.02% | |
| NVDA - NVIDIA CORPORATION | Add 19% ($7.3M) | 15.26% | $46.1M | +326.65% | +41.99% | +226.24% | |
| MSFT - MICROSOFT CORP | Add 1% ($560.1K) | 13.80% | $41.6M | +40.93% | +17.58% | +25.03% | |
| AAPL - APPLE INC | Add 4% ($1.5M) | 13.50% | $40.7M | +52.33% | +13.12% | +35.32% | |
| META - META PLATFORMS INC | Add 60% ($3.2M) | 2.81% | $8.5M | +109.86% | +26.83% | +85.48% | |
| BAC - BANK AMERICA CORP | Add 4% ($260.3K) | 2.25% | $6.8M | +134.10% | +32.61% | +69.66% | |
| WFC - WELLS FARGO CO NEW | Add 5% ($216.8K) | 1.60% | $4.8M | +158.90% | +28.81% | +70.06% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 4% $(159.4K) | 1.35% | $4.1M | +51.43% | +35.00% | +45.41% | |
| AMD - ADVANCED MICRO DEVICES INC | Reduce 3% $(98.2K) | 1.23% | $3.7M | +103.82% | +79.58% | +55.58% | |
| COP - CONOCOPHILLIPS | Add 10% ($328.6K) | 1.22% | $3.7M | -11.72% | -5.79% | -10.25% | |
| JNJ - JOHNSON & JOHNSON | Reduce 5% $(209.6K) | 1.21% | $3.6M | +45.80% | +6.35% | +9.74% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 5% $(163.3K) | 1.00% | $3.0M | +102.29% | +52.42% | +79.26% | |
| LOW - LOWES COS INC | Reduce 8% $(214.3K) | 0.87% | $2.6M | +43.53% | +14.87% | +46.99% | |
| JPM - JPMORGAN CHASE & CO | Add 148% ($1.5M) | 0.86% | $2.6M | +146.40% | +23.79% | +61.93% | |
| GOOGL - ALPHABET INC | Add 153% ($1.5M) | 0.83% | $2.5M | +155.85% | +18.50% | +29.28% | |
| GE - GENERAL ELECTRIC CO | New Purchase | 0.83% | $2.5M | +249.32% | +13.72% | +97.52% | |
| GS - GOLDMAN SACHS GROUP INC | Reduce 3% $(65.0K) | 0.79% | $2.4M | +229.89% | +29.22% | +76.40% | |
| MS - MORGAN STANLEY | Reduce 5% $(136.9K) | 0.78% | $2.4M | +179.54% | +25.05% | +70.75% | |
| SOXL - DIREXION SHS ETF TR | Reduce 25% $(641.2K) | 0.65% | $2.0M | +208.41% | +127.20% | +117.11% | |
| IBB - ISHARES TR | Reduce 17% $(391.0K) | 0.64% | $1.9M | +48.84% | +16.62% | +21.90% | |
| CAT - CATERPILLAR INC | Reduce 2% $(47.0K) | 0.63% | $1.9M | +151.02% | +20.93% | +56.95% | |
| TSLA - TESLA INC | Add 31% ($441.6K) | 0.63% | $1.9M | +101.87% | -15.40% | +24.69% | |
| V - VISA INC | Reduce 18% $(400.4K) | 0.62% | $1.9M | +54.23% | +17.63% | +22.26% | |
| AMZN - AMAZON COM INC | CALL | Reduce 33% $(889.8K) | 0.61% | $1.8M | |||
| SLB - SCHLUMBERGER LTD | Reduce 3% $(64.9K) | 0.60% | $1.8M | -16.99% | -7.31% | -24.88% | |
| LRCX - LAM RESEARCH CORP | Add 10% ($162.3K) | 0.59% | $1.8M | +244.27% | +45.46% | +31.46% | |
| MRK - MERCK & CO INC | Add 10% ($156.9K) | 0.59% | $1.8M | +15.30% | +17.08% | +3.28% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 16% $(286.4K) | 0.50% | $1.5M | -31.31% | -6.10% | +8.70% | |
| CMC - COMMERCIAL METALS CO | Add 1% ($7.9K) | 0.49% | $1.5M | +81.60% | +30.21% | +31.37% | |
| NOW - SERVICENOW INC | Reduce 16% $(267.7K) | 0.46% | $1.4M | +33.05% | +39.56% | +73.08% | |
| SNOW - SNOWFLAKE INC | Add 32% ($309.4K) | 0.42% | $1.3M | +48.31% | +36.53% | -23.10% | |
| WMT - WALMART INC | Reduce 11% $(152.3K) | 0.41% | $1.2M | +113.19% | +0.17% | +53.75% | |
| OXY - OCCIDENTAL PETE CORP | Reduce 6% $(74.2K) | 0.39% | $1.2M | -28.15% | -7.17% | -16.50% | |
| EMR - EMERSON ELEC CO | Reduce 7% $(92.5K) | 0.38% | $1.2M | +65.38% | +6.78% | +21.73% | |
| CVX - CHEVRON CORP NEW | Add 4% ($44.2K) | 0.38% | $1.1M | +11.91% | -4.34% | +0.26% | |
| AVGO - BROADCOM INC | New Purchase | 0.38% | $1.1M | +289.33% | +40.88% | +100.29% | |
| NVDL - GRANITESHARES ETF TR | New Purchase | 0.37% | $1.1M | +589.48% | +66.42% | +516.57% | |
| ENPH - ENPHASE ENERGY INC | Add 11% ($106.2K) | 0.37% | $1.1M | -62.33% | +13.59% | -10.87% | |
| PEP - PEPSICO INC | Reduce 7% $(84.6K) | 0.36% | $1.1M | -6.99% | +3.57% | +9.31% | |
| NVDA - NVIDIA CORPORATION | CALL | Reduce 17% $(217.5K) | 0.36% | $1.1M | |||
| KMI - KINDER MORGAN INC DEL | Reduce 11% $(136.1K) | 0.35% | $1.1M | +81.88% | +4.59% | +57.55% | |
| LMT - LOCKHEED MARTIN CORP | Add 2% ($20.4K) | 0.35% | $1.0M | +24.14% | -2.30% | +29.97% | |
| ZTS - ZOETIS INC | Reduce 5% $(48.7K) | 0.34% | $1.0M | -21.41% | +13.67% | +9.81% | |
| DE - DEERE & CO | Add 5% ($47.5K) | 0.33% | $987.6K | +38.94% | +5.97% | +11.22% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Reduce 36% $(554.2K) | 0.32% | $976.3K | +62.96% | +12.61% | +34.29% | |
| ROK - ROCKWELL AUTOMATION INC | Reduce 10% $(103.2K) | 0.32% | $975.7K | +58.48% | +15.37% | +3.77% | |
| MRVL - MARVELL TECHNOLOGY INC | New Purchase | 0.29% | $886.1K | +72.01% | +43.48% | +67.69% | |
| LULU - LULULEMON ATHLETICA INC | New Purchase | 0.29% | $866.9K | -47.09% | +18.28% | -24.15% | |
| DD - DUPONT DE NEMOURS INC | Reduce 15% $(147.8K) | 0.28% | $837.0K | +49.75% | -11.16% | +17.14% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 27% $(313.8K) | 0.28% | $831.6K | +44.38% | +27.32% | +31.41% | |
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| EEM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BGY - BLACKROCK ENHANCED INTL DIV | Reduce 100% | 0.00% | $0.00 | ||||
| TQQQ - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||