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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2024-07-31 (Q2 2024) | Holdings: 397 | Value: $534.4M | 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 918% ($143.7M) | 29.81% | $159.3M | +57.51% | +15.21% | +47.86% | |
| AMZN - AMAZON COM INC | Add 6% ($6.3M) | 20.64% | $110.3M | +30.12% | +4.57% | +13.45% | |
| MSFT - MICROSOFT CORP | Add 3% ($1.9M) | 12.02% | $64.2M | +14.90% | -2.30% | +25.51% | |
| META - META PLATFORMS INC | Add 6% ($2.8M) | 10.08% | $53.9M | +24.61% | +8.96% | +44.45% | |
| AAPL - APPLE INC | Reduce 10% $(1.8M) | 3.07% | $16.4M | +16.24% | -0.54% | -9.38% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 11% $(1.2M) | 1.83% | $9.8M | +17.99% | +12.13% | +6.91% | |
| CRWD - CROWDSTRIKE HLDGS INC | Add 563% ($7.8M) | 1.72% | $9.2M | +99.94% | +30.66% | +92.53% | |
| WFC - WELLS FARGO CO NEW | Add 13% ($1.0M) | 1.60% | $8.5M | +67.04% | +9.98% | +34.41% | |
| AVGO - BROADCOM INC | Add 23% ($1.3M) | 1.31% | $7.0M | +114.22% | +7.60% | +85.35% | |
| BAC - BANK AMERICA CORP | Reduce 3% $(168.7K) | 1.14% | $6.1M | +43.86% | +3.94% | +15.68% | |
| AMZN - AMAZON COM INC | CALL | Add 74% ($2.5M) | 1.11% | $5.9M | |||
| JPM - JPMORGAN CHASE & CO. | Add 16% ($708.1K) | 0.98% | $5.2M | +59.65% | +5.21% | +38.77% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 2% $(108.0K) | 0.95% | $5.1M | +35.04% | +12.94% | +34.00% | |
| GE - GE AEROSPACE | Add 2% ($121.1K) | 0.94% | $5.0M | +85.78% | +0.71% | +58.78% | |
| AMD - ADVANCED MICRO DEVICES INC | Reduce 28% $(1.6M) | 0.77% | $4.1M | +41.16% | -2.17% | +18.41% | |
| NVDA - NVIDIA CORPORATION | CALL | Add 762% ($2.7M) | 0.58% | $3.1M | |||
| GOOGL - ALPHABET INC | New Purchase | 0.50% | $2.7M | +92.38% | +0.74% | +11.63% | |
| LOW - LOWES COS INC | Reduce 18% $(579.4K) | 0.49% | $2.6M | +6.33% | +6.57% | -6.50% | |
| AMGN - AMGEN INC | Reduce 2% $(52.2K) | 0.46% | $2.4M | +2.94% | -4.36% | -8.82% | |
| NOW - SERVICENOW INC | Reduce 18% $(482.2K) | 0.40% | $2.2M | -10.74% | +15.21% | +11.66% | |
| WMT - WALMART INC | Add 17% ($302.1K) | 0.40% | $2.1M | +66.49% | +19.61% | +44.39% | |
| SOXL - DIREXION SHS ETF TR | 0.39% | $2.1M | +19.39% | -26.55% | -42.11% | ||
| MRK - MERCK & CO INC | Reduce 8% $(158.7K) | 0.36% | $1.9M | +3.30% | -9.34% | -27.54% | |
| MS - MORGAN STANLEY | Reduce 3% $(64.7K) | 0.36% | $1.9M | +84.44% | +13.52% | +38.07% | |
| EMR - EMERSON ELEC CO | Add 11% ($167.9K) | 0.31% | $1.6M | +26.13% | -6.88% | +23.29% | |
| GEV - GE VERNOVA INC | New Purchase | 0.26% | $1.4M | +246.54% | +65.53% | +261.62% | |
| GS - GOLDMAN SACHS GROUP INC | Add 66% ($503.4K) | 0.24% | $1.3M | +89.08% | +2.44% | +42.05% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 5% ($64.3K) | 0.24% | $1.3M | +13.67% | +2.84% | +7.54% | |
| CMC - COMMERCIAL METALS CO | Reduce 3% $(38.2K) | 0.23% | $1.3M | +19.59% | -9.09% | -15.09% | |
| AMZU - DIREXION SHS ETF TR | New Purchase | 0.22% | $1.2M | +22.78% | +2.90% | +1.96% | |
| HCA - HCA HEALTHCARE INC | Reduce 22% $(329.6K) | 0.22% | $1.2M | +33.05% | -1.74% | -1.17% | |
| CRWD - CROWDSTRIKE HLDGS INC | CALL | New Purchase | 0.22% | $1.1M | |||
| NFLX - NETFLIX INC | New Purchase | 0.21% | $1.1M | +43.87% | +20.16% | +84.12% | |
| NVDL - GRANITESHARES ETF TR | New Purchase | 0.19% | $1.0M | +44.85% | +17.95% | +40.14% | |
| PEP - PEPSICO INC | Reduce 1% $(7.9K) | 0.18% | $954.6K | -14.63% | -3.29% | -16.33% | |
| SCHV - SCHWAB STRATEGIC TR | Add 14% ($112.8K) | 0.17% | $906.8K | +21.89% | +3.52% | +9.63% | |
| MRVL - MARVELL TECHNOLOGY INC | Add 11% ($90.9K) | 0.17% | $905.6K | +27.81% | +29.43% | +13.95% | |
| KMI - KINDER MORGAN INC DEL | Reduce 15% $(162.9K) | 0.17% | $898.6K | +36.25% | +15.72% | +38.83% | |
| LMT - LOCKHEED MARTIN CORP | Reduce 7% $(60.7K) | 0.15% | $803.9K | -0.73% | +0.80% | -20.57% | |
| CVX - CHEVRON CORP NEW | Reduce 10% $(88.1K) | 0.15% | $781.8K | +7.25% | -2.47% | -0.27% | |
| HON - HONEYWELL INTL INC | Reduce 3% $(24.6K) | 0.14% | $726.0K | +10.07% | +2.94% | +8.79% | |
| TSLA - TESLA INC | Reduce 8% $(66.1K) | 0.13% | $720.1K | +91.40% | +9.35% | +32.91% | |
| ZTS - ZOETIS INC | Reduce 6% $(43.9K) | 0.12% | $656.2K | -28.84% | +0.74% | -17.61% | |
| DD - DUPONT DE NEMOURS INC | Reduce 11% $(81.3K) | 0.12% | $651.9K | +27.25% | -1.41% | -15.11% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(13.3K) | 0.12% | $621.0K | -1.12% | -9.43% | -24.63% | |
| BDJ - BLACKROCK ENHANCED EQUITY DI | Reduce 9% $(62.6K) | 0.11% | $612.0K | +27.27% | +4.04% | +11.05% | |
| ROK - ROCKWELL AUTOMATION INC | Reduce 12% $(84.0K) | 0.11% | $611.9K | +50.73% | -1.72% | +27.68% | |
| VIG - VANGUARD SPECIALIZED FUNDS | New Purchase | 0.11% | $605.0K | +20.62% | +3.13% | +9.40% | |
| ABBV - ABBVIE INC | New Purchase | 0.11% | $580.4K | +24.52% | +9.27% | +7.69% | |
| RTX - RTX CORPORATION | New Purchase | 0.11% | $575.2K | +63.69% | +1.41% | +36.00% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| GM - GENERAL MTRS CO | Reduce 100% | 0.00% | $0.00 | ||||
| LULU - LULULEMON ATHLETICA INC | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| ARM - ARM HOLDINGS PLC | Reduce 100% | 0.00% | $0.00 | ||||
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| SLB - SCHLUMBERGER LTD | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||