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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2024-02-13 (Q4 2023) | Holdings: 348 | Value: $357.1M | 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 10% ($7.2M) | 21.30% | $76.1M | +45.55% | +10.55% | +35.15% | |
| NVDA - NVIDIA CORPORATION | Add 15% ($7.9M) | 16.90% | $60.4M | +152.92% | +24.81% | +89.73% | |
| MSFT - MICROSOFT CORP | Add 2% ($838.2K) | 14.12% | $50.4M | +18.69% | +2.08% | +0.65% | |
| AAPL - APPLE INC | Reduce 5% $(2.2M) | 12.22% | $43.6M | +40.92% | +1.28% | +32.61% | |
| META - META PLATFORMS INC | Add 128% ($12.8M) | 6.39% | $22.8M | +39.03% | +0.94% | +58.03% | |
| PANW - PALO ALTO NETWORKS INC | Add 26% ($1.3M) | 1.81% | $6.5M | +3.47% | -18.24% | +8.47% | |
| WFC - WELLS FARGO CO NEW | Reduce 2% $(140.0K) | 1.59% | $5.7M | +104.86% | +28.08% | +68.57% | |
| BAC - BANK AMERICA CORP | Reduce 34% $(2.9M) | 1.53% | $5.5M | +78.73% | +17.53% | +46.01% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 1% ($30.5K) | 1.50% | $5.4M | +17.99% | -11.71% | -34.80% | |
| UBER - UBER TECHNOLOGIES INC | Add 6% ($230.3K) | 1.20% | $4.3M | +17.41% | -12.44% | +6.46% | |
| GE - GENERAL ELECTRIC CO | Add 23% ($656.5K) | 0.99% | $3.5M | +179.11% | +40.54% | +83.82% | |
| JPM - JPMORGAN CHASE & CO | Add 15% ($468.1K) | 0.98% | $3.5M | +96.63% | +15.77% | +61.60% | |
| JNJ - JOHNSON & JOHNSON | Reduce 9% $(336.8K) | 0.93% | $3.3M | +39.92% | -2.44% | +3.03% | |
| LOW - LOWES COS INC | 0.79% | $2.8M | +17.25% | +2.96% | +13.46% | ||
| SOXL - DIREXION SHS ETF TR | Reduce 18% $(596.6K) | 0.74% | $2.7M | +32.11% | +13.38% | -24.53% | |
| AMGN - AMGEN INC | New Purchase | 0.73% | $2.6M | +21.14% | +8.27% | +4.31% | |
| AMZN - AMAZON COM INC | CALL | Add 18% ($395.0K) | 0.73% | $2.6M | |||
| AVGO - BROADCOM INC | Add 47% ($711.1K) | 0.63% | $2.2M | +167.80% | +9.19% | +86.08% | |
| MS - MORGAN STANLEY | Reduce 28% $(752.7K) | 0.54% | $1.9M | +130.49% | +18.64% | +69.82% | |
| NOW - SERVICENOW INC | Add 9% ($154.7K) | 0.54% | $1.9M | -6.89% | -8.07% | +25.69% | |
| MRK - MERCK & CO INC | Reduce 8% $(147.7K) | 0.49% | $1.7M | -5.81% | +3.08% | -32.11% | |
| NVDA - NVIDIA CORPORATION | CALL | Add 36% ($445.7K) | 0.47% | $1.7M | |||
| TSLA - TESLA INC | Reduce 16% $(295.2K) | 0.44% | $1.6M | +135.19% | -4.18% | +92.03% | |
| SLB - SCHLUMBERGER LTD | Reduce 3% $(51.9K) | 0.44% | $1.6M | -2.69% | +1.26% | -10.75% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 7% $(105.8K) | 0.41% | $1.5M | -29.95% | +0.13% | +3.19% | |
| CMC - COMMERCIAL METALS CO | Reduce 4% $(52.9K) | 0.40% | $1.4M | +37.09% | +9.71% | +0.87% | |
| HCA - HCA HEALTHCARE INC | New Purchase | 0.38% | $1.4M | +58.87% | +4.90% | +4.09% | |
| VOO - VANGUARD INDEX FDS | New Purchase | 0.37% | $1.3M | +42.43% | +5.70% | +24.42% | |
| WMT - WALMART INC | Reduce 1% $(17.5K) | 0.34% | $1.2M | +105.36% | +7.15% | +87.17% | |
| EMR - EMERSON ELEC CO | Add 2% ($21.9K) | 0.33% | $1.2M | +41.07% | +8.76% | +19.44% | |
| SNOW - SNOWFLAKE INC | Reduce 30% $(497.5K) | 0.32% | $1.2M | -2.70% | -30.02% | -18.43% | |
| ENPH - ENPHASE ENERGY INC | Reduce 10% $(122.1K) | 0.31% | $1.1M | -72.02% | -7.50% | -49.50% | |
| LULU - LULULEMON ATHLETICA INC | Reduce 4% $(49.6K) | 0.31% | $1.1M | -53.92% | -23.48% | -20.36% | |
| LMT - LOCKHEED MARTIN CORP | Reduce 6% $(65.7K) | 0.30% | $1.1M | +28.06% | +10.04% | +1.54% | |
| ZTS - ZOETIS INC | Reduce 5% $(61.2K) | 0.30% | $1.1M | -30.06% | -8.55% | -14.03% | |
| PEP - PEPSICO INC | Reduce 3% $(31.9K) | 0.30% | $1.1M | -11.14% | +7.66% | -12.09% | |
| KMI - KINDER MORGAN INC DEL | Reduce 5% $(56.0K) | 0.30% | $1.1M | +78.37% | +18.61% | +68.10% | |
| CVX - CHEVRON CORP NEW | Reduce 3% $(30.4K) | 0.27% | $977.5K | +14.89% | +9.33% | +8.30% | |
| ROK - ROCKWELL AUTOMATION INC | Reduce 10% $(100.9K) | 0.27% | $958.8K | +49.68% | -2.11% | +7.41% | |
| BA - BOEING CO | New Purchase | 0.27% | $957.9K | +10.41% | -12.23% | -10.45% | |
| MRVL - MARVELL TECHNOLOGY INC | Reduce 10% $(97.4K) | 0.25% | $889.9K | +20.91% | -1.92% | +53.91% | |
| HUM - HUMANA INC | New Purchase | 0.24% | $872.6K | -21.73% | -5.02% | -29.41% | |
| AMZU - DIREXION SHS ETF TR | New Purchase | 0.24% | $845.3K | +38.89% | +14.31% | +47.35% | |
| DD - DUPONT DE NEMOURS INC | Reduce 3% $(29.1K) | 0.23% | $834.2K | +60.26% | +16.83% | +25.86% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 10% $(86.0K) | 0.22% | $786.1K | +12.68% | +9.89% | -1.54% | |
| SCHV - SCHWAB STRATEGIC TR | New Purchase | 0.21% | $757.8K | +34.38% | +6.52% | +18.25% | |
| GM - GENERAL MTRS CO | New Purchase | 0.20% | $719.0K | +125.26% | +17.06% | +26.68% | |
| VIG - VANGUARD SPECIALIZED FUNDS | New Purchase | 0.19% | $663.9K | +32.59% | +4.64% | +19.03% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Reduce 34% $(340.2K) | 0.18% | $646.4K | +42.05% | +7.00% | +22.69% | |
| HON - HONEYWELL INTL INC | New Purchase | 0.18% | $632.3K | +16.92% | +5.08% | +6.50% | |
| COP - CONOCOPHILLIPS | Reduce 100% | 0.00% | $0.00 | ||||
| LRCX - LAM RESEARCH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IBB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| GS - GOLDMAN SACHS GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| OXY - OCCIDENTAL PETE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| V - VISA INC | Reduce 100% | 0.00% | $0.00 | ||||
| DE - DEERE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| NVDL - GRANITESHARES ETF TR | Reduce 100% | 0.00% | $0.00 | ||||