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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2024-05-09 (Q1 2024) | Holdings: 348 | Value: $456.4M | 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 |
| NVDA - NVIDIA CORPORATION | Add 4% ($4.3M) | 25.08% | $114.5M | +105.01% | +20.73% | +36.25% | |
| AMZN - AMAZON COM INC | Add 7% ($6.7M) | 21.26% | $97.0M | +30.20% | -11.82% | +10.30% | |
| MSFT - MICROSOFT CORP | Add 4% ($2.3M) | 12.86% | $58.7M | +17.29% | -1.31% | +9.63% | |
| META - META PLATFORMS INC | Add 57% ($17.8M) | 10.77% | $49.1M | +36.22% | +8.25% | +34.52% | |
| AAPL - APPLE INC | Reduce 62% $(24.0M) | 3.24% | $14.8M | +41.05% | +17.78% | +14.54% | |
| PANW - PALO ALTO NETWORKS INC | Add 48% ($3.0M) | 2.01% | $9.2M | +27.92% | +10.99% | +29.73% | |
| WFC - WELLS FARGO CO NEW | Add 10% ($650.4K) | 1.61% | $7.3M | +61.07% | -14.65% | +24.76% | |
| AMD - ADVANCED MICRO DEVICES INC | Reduce 3% $(178.7K) | 1.40% | $6.4M | +32.66% | -11.35% | -29.92% | |
| BAC - BANK AMERICA CORP | Reduce 3% $(192.0K) | 1.31% | $6.0M | +52.11% | -0.20% | +15.47% | |
| UBER - UBER TECHNOLOGIES INC | Add 3% ($145.3K) | 1.21% | $5.5M | +29.15% | +2.12% | +29.90% | |
| GE - GENERAL ELECTRIC CO | Add 11% ($553.6K) | 1.19% | $5.4M | +89.24% | -0.45% | +31.27% | |
| AVGO - BROADCOM INC | Add 77% ($2.1M) | 1.03% | $4.7M | +157.33% | +13.35% | +70.52% | |
| JPM - JPMORGAN CHASE & CO | Add 8% ($349.9K) | 0.98% | $4.5M | +72.38% | +4.43% | +34.02% | |
| ARM - ARM HOLDINGS PLC | New Purchase | 0.94% | $4.3M | +6.48% | +10.29% | +17.52% | |
| LOW - LOWES COS INC | Add 14% ($446.0K) | 0.80% | $3.7M | +11.86% | -1.52% | +0.59% | |
| AMZN - AMAZON COM INC | CALL | Add 3% ($90.2K) | 0.70% | $3.2M | |||
| JNJ - JOHNSON & JOHNSON | Reduce 21% $(697.8K) | 0.58% | $2.7M | +44.74% | +7.45% | +6.06% | |
| NVDA - NVIDIA CORPORATION | CALL | Reduce 15% $(451.8K) | 0.57% | $2.6M | |||
| NOW - SERVICENOW INC | Add 23% ($478.0K) | 0.56% | $2.6M | +0.82% | +11.26% | +40.08% | |
| AMGN - AMGEN INC | Reduce 12% $(304.2K) | 0.50% | $2.3M | +11.36% | +3.00% | -9.51% | |
| MRK - MERCK & CO INC | Add 7% ($146.7K) | 0.49% | $2.2M | -10.14% | -12.74% | -36.70% | |
| MS - MORGAN STANLEY | Reduce 2% $(39.1K) | 0.42% | $1.9M | +95.54% | -3.09% | +32.79% | |
| SOXL - DIREXION SHS ETF TR | Reduce 55% $(2.2M) | 0.39% | $1.8M | +22.35% | -23.45% | -57.93% | |
| WMT - WALMART INC | Add 251% ($1.2M) | 0.35% | $1.6M | +89.92% | +13.72% | +61.80% | |
| HCA - HCA HEALTHCARE INC | Reduce 8% $(140.4K) | 0.34% | $1.5M | +50.33% | +12.14% | +13.41% | |
| EMR - EMERSON ELEC CO | Add 10% ($137.5K) | 0.33% | $1.5M | +27.52% | -10.98% | +4.52% | |
| META - META PLATFORMS INC | CALL | New Purchase | 0.32% | $1.5M | |||
| SLB - SCHLUMBERGER LTD | Reduce 14% $(233.1K) | 0.31% | $1.4M | -4.19% | -9.41% | -24.55% | |
| CMC - COMMERCIAL METALS CO | Reduce 18% $(312.4K) | 0.30% | $1.4M | +24.79% | -8.48% | -14.95% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.27% | $1.2M | +21.94% | +5.01% | +25.48% | |
| CRWD - CROWDSTRIKE HLDGS INC | New Purchase | 0.25% | $1.2M | +44.96% | -25.21% | +34.20% | |
| PEP - PEPSICO INC | Reduce 7% $(77.2K) | 0.22% | $1.0M | -16.58% | -2.91% | -23.54% | |
| ADBE - ADOBE INC | New Purchase | 0.21% | $980.9K | -29.88% | +9.81% | -18.11% | |
| KMI - KINDER MORGAN INC DEL | Reduce 11% $(125.6K) | 0.21% | $979.8K | +52.35% | +10.65% | +49.29% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 33% $(456.1K) | 0.20% | $930.0K | -29.36% | +11.53% | -24.40% | |
| CVX - CHEVRON CORP NEW | Reduce 15% $(156.5K) | 0.19% | $877.1K | +3.55% | -11.78% | -11.02% | |
| LMT - LOCKHEED MARTIN CORP | Reduce 23% $(251.1K) | 0.18% | $842.0K | +15.93% | +19.54% | +3.53% | |
| MRVL - MARVELL TECHNOLOGY INC | Reduce 21% $(219.7K) | 0.18% | $826.1K | +23.00% | -11.16% | -5.07% | |
| SCHV - SCHWAB STRATEGIC TR | Reduce 1% $(6.9K) | 0.18% | $814.4K | +26.52% | +0.53% | +9.71% | |
| GM - GENERAL MTRS CO | Reduce 15% $(134.1K) | 0.17% | $773.6K | +90.10% | -5.43% | +9.93% | |
| LULU - LULULEMON ATHLETICA INC | Reduce 12% $(102.0K) | 0.16% | $738.3K | -39.88% | -32.08% | -13.80% | |
| ROK - ROCKWELL AUTOMATION INC | Reduce 18% $(163.1K) | 0.16% | $736.5K | +51.99% | -6.70% | +11.56% | |
| VOO - VANGUARD INDEX FDS | Reduce 50% $(736.3K) | 0.16% | $723.4K | +35.13% | +2.53% | +13.22% | |
| HON - HONEYWELL INTL INC | Add 17% ($102.6K) | 0.16% | $721.5K | +12.49% | -1.58% | +11.44% | |
| GS - GOLDMAN SACHS GROUP INC | New Purchase | 0.15% | $700.9K | +112.51% | +6.99% | +32.39% | |
| TSLA - TESLA INC | Reduce 38% $(420.1K) | 0.15% | $698.4K | +151.83% | +14.12% | +83.98% | |
| DD - DUPONT DE NEMOURS INC | Reduce 16% $(132.9K) | 0.15% | $698.4K | +35.98% | -0.44% | -8.12% | |
| ZTS - ZOETIS INC | Reduce 27% $(250.3K) | 0.15% | $683.3K | -23.45% | +9.21% | -2.95% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Reduce 2% $(12.3K) | 0.15% | $681.2K | +33.99% | +2.07% | +13.13% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 23% $(194.1K) | 0.15% | $666.6K | +5.12% | +3.33% | -25.22% | |
| ENPH - ENPHASE ENERGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | ||||
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 100% | 0.00% | $0.00 | ||||
| AMZU - DIREXION SHS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| SNOW - SNOWFLAKE INC | Reduce 100% | 0.00% | $0.00 | ||||
| HUM - HUMANA INC | Reduce 100% | 0.00% | $0.00 | ||||