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HOEY INVESTMENTS, INC 13F Holdings
Holdings from the most recent 13F from HOEY INVESTMENTS, INC
Filed: 2025-07-14 (Q2 2025) | Holdings: 419 | Value: $682.3M | 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 1% ($2.7M) | 31.27% | $213.4M | +8.10% | +5.05% | ||
| AMZN - AMAZON COM INC | Add 3% ($3.6M) | 19.35% | $132.0M | +8.88% | -4.70% | ||
| META - META PLATFORMS INC | Add 8% ($7.6M) | 14.48% | $98.8M | -10.62% | -0.81% | ||
| MSFT - MICROSOFT CORP | Add 7% ($3.9M) | 8.81% | $60.1M | -4.62% | +2.24% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 2% $(355.8K) | 2.75% | $18.7M | +18.75% | +20.61% | ||
| AAPL - APPLE INC | Reduce 15% $(2.6M) | 2.22% | $15.1M | +24.07% | +19.31% | ||
| AVGO - BROADCOM INC | Reduce 7% $(966.4K) | 2.00% | $13.6M | ||||
| WFC - WELLS FARGO CO NEW | Reduce 5% $(662.6K) | 1.69% | $11.5M | ||||
| NVDA - NVIDIA CORPORATION | CALL | Add 32% ($2.2M) | 1.32% | $9.0M | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 9% $(825.4K) | 1.29% | $8.8M | ||||
| GE - GE AEROSPACE | Add 11% ($819.8K) | 1.22% | $8.3M | +19.43% | +13.86% | ||
| BAC - BANK AMERICA CORP | Reduce 4% $(238.8K) | 0.93% | $6.4M | ||||
| UBER - UBER TECHNOLOGIES INC | Reduce 3% $(215.9K) | 0.91% | $6.2M | -7.80% | -0.51% | ||
| GS - GOLDMAN SACHS GROUP INC | Add 9% ($449.4K) | 0.80% | $5.4M | +32.41% | +8.24% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 101% ($2.6M) | 0.77% | $5.3M | +5.15% | +4.44% | ||
| WMT - WALMART INC | Reduce 14% $(822.9K) | 0.75% | $5.1M | +18.79% | +14.31% | ||
| MS - MORGAN STANLEY | Add 32% ($1.2M) | 0.74% | $5.1M | ||||
| GEV - GE VERNOVA INC | Add 2% ($78.3K) | 0.54% | $3.7M | +13.04% | +10.67% | ||
| NOW - SERVICENOW INC | Reduce 4% $(112.1K) | 0.44% | $3.0M | ||||
| NVDL - GRANITESHARES ETF TR | Add 3% ($63.7K) | 0.38% | $2.6M | +5.34% | +4.98% | ||
| ARM - ARM HOLDINGS PLC | Add 159% ($1.5M) | 0.36% | $2.5M | ||||
| LOW - LOWES COS INC | Reduce 4% $(75.7K) | 0.30% | $2.0M | +16.07% | +8.88% | ||
| AMZN - AMAZON COM INC | CALL | Add 6% ($109.7K) | 0.26% | $1.8M | |||
| CRWV - COREWEAVE INC | New Purchase | 0.25% | $1.7M | -46.55% | -3.47% | ||
| AMGN - AMGEN INC | Reduce 24% $(479.4K) | 0.22% | $1.5M | +12.78% | +0.86% | ||
| CMC - COMMERCIAL METALS CO | Add 17% ($219.5K) | 0.22% | $1.5M | +36.06% | +14.66% | ||
| EMR - EMERSON ELEC CO | Add 6% ($73.3K) | 0.21% | $1.4M | +2.98% | -7.14% | ||
| META - META PLATFORMS INC | CALL | Add 100% ($590.5K) | 0.17% | $1.2M | |||
| NFLX - NETFLIX INC | New Purchase | 0.16% | $1.1M | -28.26% | -4.65% | ||
| KMI - KINDER MORGAN INC DEL | Reduce 2% $(19.7K) | 0.15% | $1.1M | ||||
| BA - BOEING CO | Add 50% ($345.9K) | 0.15% | $1.0M | -1.19% | -7.01% | ||
| CRWV - COREWEAVE INC | CALL | New Purchase | 0.15% | $994.7K | |||
| HD - HOME DEPOT INC | New Purchase | 0.14% | $941.5K | -1.63% | +5.55% | ||
| SCHV - SCHWAB STRATEGIC TR | Add 1% ($5.6K) | 0.14% | $923.4K | +9.40% | +4.27% | ||
| RTX - RTX CORPORATION | Reduce 16% $(172.6K) | 0.13% | $915.3K | ||||
| TSLA - TESLA INC | Add 26% ($175.0K) | 0.13% | $858.3K | +36.33% | +36.12% | ||
| LMT - LOCKHEED MARTIN CORP | Reduce 5% $(46.3K) | 0.12% | $806.8K | +11.18% | +6.29% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | CALL | Reduce 23% $(204.5K) | 0.10% | $681.6K | |||
| MSTR - MICROSTRATEGY INC | New Purchase | 0.10% | $667.0K | ||||
| SCHG - SCHWAB STRATEGIC TR | 0.09% | $639.3K | +10.39% | +7.72% | |||
| PEP - PEPSICO INC | Reduce 1% $(3.6K) | 0.09% | $626.4K | +4.93% | +12.71% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | 0.09% | $616.8K | |||||
| CLS - CELESTICA INC | New Purchase | 0.09% | $585.4K | +74.39% | +63.13% | ||
| BKNG - BOOKING HOLDINGS INC | New Purchase | 0.08% | $578.9K | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.08% | $567.7K | +7.99% | -0.40% | |||
| AMZU - DIREXION SHS ETF TR | 0.08% | $553.9K | +7.26% | -13.62% | |||
| ALAB - ASTERA LABS INC | New Purchase | 0.08% | $553.5K | ||||
| ROK - ROCKWELL AUTOMATION INC | New Purchase | 0.08% | $527.5K | +17.71% | +2.30% | ||
| HON - HONEYWELL INTL INC | 0.08% | $512.3K | |||||
| IUSG - ISHARES TR | New Purchase | 0.07% | $451.2K | +10.57% | +7.28% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| GSK - GSK PLC | Reduce 100% | 0.00% | $0.00 | ||||
| SLV - ISHARES SILVER TR | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | ||||
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 100% | 0.00% | $0.00 | ||||
| ZTS - ZOETIS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MU - MICRON TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| DD - DUPONT DE NEMOURS INC | Reduce 100% | 0.00% | $0.00 | ||||
| NOC - NORTHROP GRUMMAN CORP | Reduce 100% | 0.00% | $0.00 | ||||