$142 Million is the total value of HOEY INVESTMENTS, INC's 126 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TQQQ | New | PROSHARES TRultrapro qqq | $10,584,000 | – | 222,175 | +100.0% | 7.43% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $1,141,000 | – | 7,810 | +100.0% | 0.80% | – |
| PFE | New | PFIZER INC | $468,000 | – | 14,348 | +100.0% | 0.33% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $213,000 | – | 1,784 | +100.0% | 0.15% | – |
| NFLX | New | NETFLIX INC | $160,000 | – | 427 | +100.0% | 0.11% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $88,000 | – | 1,000 | +100.0% | 0.06% | – |
| AAPL | New | APPLE INCcall | $76,000 | – | 300 | +100.0% | 0.05% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $55,000 | – | 683 | +100.0% | 0.04% | – |
| TSLA | New | TESLA INC | $42,000 | – | 80 | +100.0% | 0.03% | – |
| TOL | New | TOLL BROTHERS INC | $39,000 | – | 2,000 | +100.0% | 0.03% | – |
| PSEC | New | PROSPECT CAPITAL CORPORATION | $23,000 | – | 5,324 | +100.0% | 0.02% | – |
| PLD | New | PROLOGIS INC. | $16,000 | – | 200 | +100.0% | 0.01% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $11,000 | – | 205 | +100.0% | 0.01% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $10,000 | – | 460 | +100.0% | 0.01% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $10,000 | – | 322 | +100.0% | 0.01% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $1,000 | – | 42 | +100.0% | 0.00% | – |
| FTRCQ | New | FRONTIER COMMUNICATIONS CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| ED | New | CONSOLIDATED EDISON INC | $0 | – | 4 | +100.0% | 0.00% | – |
| LUMN | New | CENTURYLINK INC | $0 | – | 9 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 16 | Q3 2023 | 22.4% |
| APPLE INC | 16 | Q3 2023 | 18.9% |
| MICROSOFT CORP | 16 | Q3 2023 | 14.6% |
| NVIDIA CORPORATION | 16 | Q3 2023 | 15.5% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 3.4% |
| QUALCOMM INC | 16 | Q3 2023 | 5.4% |
| WALMART INC | 16 | Q3 2023 | 4.4% |
| BK OF AMERICA CORP | 16 | Q3 2023 | 2.6% |
| HOME DEPOT INC | 16 | Q3 2023 | 3.4% |
| LOWES COS INC | 16 | Q3 2023 | 3.1% |
View HOEY INVESTMENTS, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR/A | 2024-04-22 |
| 13F-HR/A | 2024-04-22 |
| 13F-HR/A | 2024-04-22 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View HOEY INVESTMENTS, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.