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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2025-02-12 (Q4 2024) | Holdings: 374 | Value: $594.9M | 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 5% ($8.2M) | 30.50% | $181.4M | +40.69% | -1.23% | ||
| AMZN - AMAZON COM INC | Add 4% ($4.7M) | 21.83% | $129.9M | +7.62% | -7.64% | ||
| META - META PLATFORMS INC | Add 12% ($7.3M) | 11.75% | $69.9M | -10.18% | -9.00% | ||
| MSFT - MICROSOFT CORP | Reduce 6% $(3.9M) | 9.53% | $56.7M | +18.34% | +10.58% | ||
| AAPL - APPLE INC | Add 22% ($4.3M) | 4.00% | $23.8M | +9.71% | -10.00% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 2.25% | $13.4M | +50.76% | +9.20% | ||
| WFC - WELLS FARGO CO NEW | Add 14% ($1.4M) | 1.93% | $11.5M | +22.37% | -3.81% | ||
| AVGO - BROADCOM INC | Add 904% ($9.1M) | 1.71% | $10.2M | +42.08% | -1.24% | ||
| JPM - JPMORGAN CHASE & CO. | Add 41% ($2.5M) | 1.47% | $8.7M | +22.16% | -3.95% | ||
| BAC - BANK AMERICA CORP | Add 4% ($282.5K) | 1.18% | $7.0M | +23.56% | -4.21% | ||
| GE - GE AEROSPACE | Add 19% ($992.7K) | 1.05% | $6.3M | +49.79% | +5.15% | ||
| GS - GOLDMAN SACHS GROUP INC | Add 224% ($3.6M) | 0.87% | $5.2M | +46.34% | -6.91% | ||
| WMT - WALMART INC | Add 69% ($2.0M) | 0.80% | $4.8M | +9.76% | -7.33% | ||
| NOW - SERVICENOW INC | Add 53% ($1.5M) | 0.75% | $4.4M | -25.60% | +5.53% | ||
| UBER - UBER TECHNOLOGIES INC | Reduce 5% $(226.2K) | 0.67% | $4.0M | +10.71% | +15.93% | ||
| MS - MORGAN STANLEY | Add 57% ($1.4M) | 0.65% | $3.9M | +36.69% | -5.50% | ||
| AMZN - AMAZON COM INC | CALL | Reduce 49% $(3.3M) | 0.58% | $3.4M | |||
| LOW - LOWES COS INC | Reduce 7% $(203.9K) | 0.45% | $2.7M | +3.41% | -7.81% | ||
| GEV - GE VERNOVA INC | 0.45% | $2.7M | +67.52% | +15.34% | |||
| NVDA - NVIDIA CORPORATION | CALL | Reduce 23% $(765.5K) | 0.44% | $2.6M | |||
| NFLX - NETFLIX INC | Add 3% ($44.6K) | 0.26% | $1.6M | -11.82% | +10.89% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.24% | $1.4M | +5.98% | +8.55% | |||
| AMGN - AMGEN INC | Reduce 32% $(647.4K) | 0.23% | $1.4M | +14.55% | -8.37% | ||
| EMR - EMERSON ELEC CO | Reduce 27% $(503.5K) | 0.23% | $1.3M | +17.49% | -2.02% | ||
| CMC - COMMERCIAL METALS CO | Add 9% ($105.1K) | 0.21% | $1.2M | +42.34% | -4.21% | ||
| NVDL - GRANITESHARES ETF TR | Add 24% ($237.3K) | 0.20% | $1.2M | +48.35% | -15.98% | ||
| AMZU - DIREXION SHS ETF TR | Reduce 13% $(167.7K) | 0.20% | $1.2M | -5.93% | -21.51% | ||
| LMT - LOCKHEED MARTIN CORP | Add 34% ($283.3K) | 0.19% | $1.1M | +20.62% | +4.68% | ||
| MRVL - MARVELL TECHNOLOGY INC | Reduce 23% $(331.4K) | 0.18% | $1.1M | -20.58% | -37.77% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | CALL | New Purchase | 0.18% | $1.1M | |||
| KMI - KINDER MORGAN INC DEL | Reduce 19% $(229.6K) | 0.17% | $1.0M | +6.87% | +5.46% | ||
| SCHV - SCHWAB STRATEGIC TR | Add 181% ($578.9K) | 0.15% | $898.0K | +13.89% | -1.32% | ||
| HCA - HCA HEALTHCARE INC | Reduce 21% $(227.8K) | 0.14% | $853.3K | +53.46% | +17.31% | ||
| PEP - PEPSICO INC | Reduce 7% $(62.5K) | 0.14% | $817.6K | +0.49% | -8.85% | ||
| CAT - CATERPILLAR INC | New Purchase | 0.13% | $795.5K | +74.45% | +0.47% | ||
| SOXL - DIREXION SHS ETF TR | Reduce 24% $(246.4K) | 0.13% | $791.4K | +81.80% | -32.13% | ||
| RTX - RTX CORPORATION | Add 10% ($64.1K) | 0.12% | $727.2K | +49.49% | +3.01% | ||
| ABBV - ABBVIE INC | Add 16% ($95.2K) | 0.12% | $696.6K | +18.28% | -2.34% | ||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.12% | $690.0K | -13.86% | -6.25% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | Add 1% ($8.8K) | 0.11% | $657.9K | +11.50% | -3.05% | ||
| ALAB - ASTERA LABS INC | New Purchase | 0.11% | $635.8K | +79.07% | +0.27% | ||
| SCHG - SCHWAB STRATEGIC TR | New Purchase | 0.10% | $611.3K | +14.87% | -4.00% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | New Purchase | 0.10% | $585.5K | -11.26% | +1.25% | ||
| DD - DUPONT DE NEMOURS INC | Reduce 13% $(82.6K) | 0.09% | $535.0K | +27.72% | -14.50% | ||
| NOC - NORTHROP GRUMMAN CORP | New Purchase | 0.09% | $522.8K | +27.27% | +0.11% | ||
| LULU - LULULEMON ATHLETICA INC | New Purchase | 0.09% | $514.0K | -46.96% | -22.35% | ||
| ZTS - ZOETIS INC | Reduce 18% $(110.6K) | 0.09% | $506.1K | -20.89% | -0.64% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 14% $(79.6K) | 0.08% | $504.6K | +12.71% | -20.50% | ||
| CMI - CUMMINS INC | New Purchase | 0.08% | $498.5K | +52.49% | -7.70% | ||
| ROK - ROCKWELL AUTOMATION INC | Reduce 22% $(136.9K) | 0.08% | $498.4K | +36.19% | +2.87% | ||
| BDJ - BLACKROCK ENHANCED EQUITY DI | Reduce 100% | 0.00% | $0.00 | ||||
| CRWD - CROWDSTRIKE HLDGS INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| MRK - MERCK & CO INC | Reduce 100% | 0.00% | $0.00 | ||||
| PANW - PALO ALTO NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - ADVANCED MICRO DEVICES INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRWD - CROWDSTRIKE HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||