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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2025-04-16 (Q1 2025) | Holdings: 381 | Value: $512.1M | 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 |
| NVDA - NVIDIA CORPORATION | Reduce 1% $(1.9M) | 28.22% | $144.5M | +77.19% | +65.64% | ||
| AMZN - AMAZON COM INC | Reduce 1% $(1.2M) | 21.75% | $111.4M | +39.94% | +27.20% | ||
| META - META PLATFORMS INC | Add 4% ($2.4M) | 13.91% | $71.2M | +28.16% | +38.93% | ||
| MSFT - MICROSOFT CORP | Reduce 16% $(8.1M) | 8.28% | $42.4M | +28.61% | +37.16% | ||
| AAPL - APPLE INC | Reduce 9% $(1.9M) | 3.76% | $19.3M | +31.81% | +6.64% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 21% $(3.1M) | 2.31% | $11.8M | +86.74% | +62.59% | ||
| WFC - WELLS FARGO CO NEW | Reduce 7% $(788.1K) | 2.13% | $10.9M | ||||
| AVGO - BROADCOM INC | Add 21% ($1.5M) | 1.73% | $8.9M | ||||
| JPM - JPMORGAN CHASE & CO. | Reduce 9% $(789.4K) | 1.59% | $8.1M | ||||
| GE - GE AEROSPACE | Reduce 22% $(1.7M) | 1.14% | $5.9M | +72.12% | +42.13% | ||
| BAC - BANK AMERICA CORP | Reduce 13% $(860.0K) | 1.14% | $5.8M | ||||
| WMT - WALMART INC | Add 15% ($679.6K) | 1.04% | $5.3M | +23.97% | +3.80% | ||
| UBER - UBER TECHNOLOGIES INC | Add 4% ($206.3K) | 0.98% | $5.0M | +18.40% | +22.33% | ||
| NVDA - NVIDIA CORPORATION | CALL | Add 123% ($2.6M) | 0.91% | $4.7M | |||
| GS - GOLDMAN SACHS GROUP INC | Reduce 22% $(1.1M) | 0.75% | $3.8M | +88.62% | +40.96% | ||
| MS - MORGAN STANLEY | Reduce 12% $(432.8K) | 0.62% | $3.2M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 73% ($1.2M) | 0.56% | $2.9M | -3.69% | -8.77% | ||
| NOW - SERVICENOW INC | Reduce 28% $(929.1K) | 0.47% | $2.4M | ||||
| LOW - LOWES COS INC | Reduce 13% $(327.9K) | 0.43% | $2.2M | +19.90% | +1.25% | ||
| AMGN - AMGEN INC | Add 32% ($529.0K) | 0.43% | $2.2M | +22.05% | +8.61% | ||
| GEV - GE VERNOVA INC | Reduce 17% $(425.6K) | 0.41% | $2.1M | +87.73% | +70.07% | ||
| AMZN - AMAZON COM INC | CALL | Reduce 51% $(1.5M) | 0.29% | $1.5M | |||
| NVDL - GRANITESHARES ETF TR | Add 96% ($654.6K) | 0.26% | $1.3M | +166.27% | +158.41% | ||
| CMC - COMMERCIAL METALS CO | Add 4% ($42.0K) | 0.23% | $1.2M | +70.61% | +26.48% | ||
| EMR - EMERSON ELEC CO | Reduce 8% $(100.1K) | 0.21% | $1.1M | +46.86% | +46.20% | ||
| KMI - KINDER MORGAN INC DEL | Reduce 1% $(12.5K) | 0.20% | $1.0M | ||||
| RTX - RTX CORPORATION | Add 19% ($154.4K) | 0.19% | $986.8K | ||||
| SCHV - SCHWAB STRATEGIC TR | Reduce 4% $(34.0K) | 0.17% | $881.6K | +24.64% | +13.81% | ||
| ABBV - ABBVIE INC | Add 4% ($31.4K) | 0.17% | $852.7K | +31.94% | +11.87% | ||
| LMT - LOCKHEED MARTIN CORP | Reduce 20% $(206.4K) | 0.16% | $822.8K | +14.77% | +2.34% | ||
| MU - MICRON TECHNOLOGY INC | New Purchase | 0.16% | $809.0K | +365.20% | +60.95% | ||
| PEP - PEPSICO INC | Reduce 11% $(90.9K) | 0.14% | $715.4K | +2.37% | +4.77% | ||
| SLV - ISHARES SILVER TR | New Purchase | 0.14% | $701.3K | ||||
| VIG - VANGUARD SPECIALIZED FUNDS | Add 1% ($3.3K) | 0.13% | $654.9K | ||||
| ARM - ARM HOLDINGS PLC | New Purchase | 0.12% | $626.3K | ||||
| ADP - AUTOMATIC DATA PROCESSING IN | 0.12% | $611.1K | |||||
| BA - BOEING CO | New Purchase | 0.11% | $564.9K | +44.71% | +47.01% | ||
| TSLA - TESLA INC | New Purchase | 0.11% | $557.5K | +79.00% | +31.19% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | CALL | Reduce 55% $(675.2K) | 0.11% | $548.6K | |||
| SCHG - SCHWAB STRATEGIC TR | 0.11% | $547.4K | +37.12% | +24.46% | |||
| GSK - GSK PLC | New Purchase | 0.10% | $518.3K | ||||
| DD - DUPONT DE NEMOURS INC | Reduce 4% $(22.7K) | 0.10% | $501.3K | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.09% | $478.9K | +28.71% | +18.44% | ||
| ZTS - ZOETIS INC | Reduce 9% $(44.9K) | 0.09% | $466.5K | -12.96% | +2.25% | ||
| HON - HONEYWELL INTL INC | New Purchase | 0.09% | $465.9K | ||||
| META - META PLATFORMS INC | CALL | New Purchase | 0.09% | $461.1K | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 5% $(26.4K) | 0.09% | $456.3K | +39.95% | -2.10% | ||
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.09% | $455.4K | +36.46% | +6.63% | ||
| AMZU - DIREXION SHS ETF TR | Reduce 45% $(377.5K) | 0.09% | $454.8K | +68.89% | +54.41% | ||
| NOC - NORTHROP GRUMMAN CORP | Reduce 21% $(117.8K) | 0.09% | $452.6K | ||||
| CMI - CUMMINS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MRVL - MARVELL TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| LULU - LULULEMON ATHLETICA INC | Reduce 100% | 0.00% | $0.00 | ||||
| SOXL - DIREXION SHS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| HCA - HCA HEALTHCARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| ALAB - ASTERA LABS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| NFLX - NETFLIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| ROK - ROCKWELL AUTOMATION INC | Reduce 100% | 0.00% | $0.00 | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||