HOEY INVESTMENTS, INC - Q1 2023 holdings

$256 Million is the total value of HOEY INVESTMENTS, INC's 353 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 29.7% .

 Value Shares↓ Weighting
AMZN BuyAMAZON COM INC$41,411,440
+24.7%
400,924
+1.5%
16.17%
+13.0%
MSFT SellMICROSOFT CORP$36,965,015
+18.9%
128,217
-1.1%
14.43%
+7.7%
AAPL BuyAPPLE INC$36,782,728
+28.4%
223,061
+1.2%
14.36%
+16.3%
NVDA BuyNVIDIA CORPORATION$22,181,551
+113.6%
79,856
+12.4%
8.66%
+93.5%
ENPH BuyENPHASE ENERGY INC$5,919,593
+4.4%
28,151
+31.6%
2.31%
-5.5%
BAC BuyBANK AMERICA CORP$5,702,326
-2.8%
199,382
+12.6%
2.23%
-11.9%
JNJ SellJOHNSON & JOHNSON$5,538,305
-13.1%
35,731
-1.0%
2.16%
-21.3%
TQQQ SellPROSHARES TRultrapro qqq$4,931,370
-74.3%
174,500
-84.2%
1.93%
-76.7%
WFC BuyWELLS FARGO CO NEW$3,921,798
+16.6%
104,917
+28.8%
1.53%
+5.6%
LOW BuyLOWES COS INC$3,403,290
+5.4%
17,019
+5.0%
1.33%
-4.5%
COP SellCONOCOPHILLIPS$3,181,070
-18.3%
32,064
-2.8%
1.24%
-26.0%
BDJ BuyBLACKROCK ENHANCED EQUITY DI$2,898,514
+85.3%
337,429
+94.4%
1.13%
+68.0%
MS BuyMORGAN STANLEY$2,806,176
+18.5%
31,961
+14.8%
1.10%
+7.3%
AMD BuyADVANCED MICRO DEVICES INC$2,789,463
+62.4%
28,461
+7.3%
1.09%
+47.2%
IBB BuyISHARES TRishares biotech$2,565,423
+7.7%
19,862
+9.5%
1.00%
-2.4%
V BuyVISA INC$2,511,625
+8.8%
11,140
+0.2%
0.98%
-1.5%
GS SellGOLDMAN SACHS GROUP INC$2,503,046
-6.8%
7,652
-2.2%
0.98%
-15.6%
PANW SellPALO ALTO NETWORKS INC$2,193,945
+40.2%
10,984
-2.1%
0.86%
+27.0%
CAT BuyCATERPILLAR INC$2,084,275
-2.1%
9,108
+2.5%
0.81%
-11.3%
SOXL BuyDIREXION SHS ETF TRdly scond 3xbu$2,071,615
+193.5%
113,203
+55.1%
0.81%
+166.1%
EMR SellEMERSON ELEC CO$1,886,320
-15.9%
21,647
-7.3%
0.74%
-23.8%
TMO SellTHERMO FISHER SCIENTIFIC INC$1,873,779
-4.3%
3,251
-8.6%
0.73%
-13.4%
AMZN SellAMAZON COM INCcall$1,848,891
-2.2%
17,900
-20.4%
0.72%
-11.4%
GOOGL SellALPHABET INCcap stk cl a$1,809,778
+0.1%
17,447
-14.9%
0.71%
-9.4%
SLB SellSCHLUMBERGER LTD$1,778,059
-24.1%
36,213
-17.4%
0.69%
-31.3%
WMT BuyWALMART INC$1,706,882
+9.7%
11,576
+5.5%
0.67%
-0.7%
MRK SellMERCK & CO INC$1,697,240
-14.0%
15,953
-10.3%
0.66%
-22.1%
PEP SellPEPSICO INC$1,639,789
-4.6%
8,995
-5.4%
0.64%
-13.6%
FB BuyMETA PLATFORMS INCcl a$1,527,664
+97576.7%
7,208
+55346.2%
0.60%
+59600.0%
LRCX SellLAM RESEARCH CORP$1,497,589
+14.6%
2,825
-9.2%
0.58%
+3.7%
BGY BuyBLACKROCK ENHANCED INTL DIV$1,438,635
+1206.5%
266,414
+1114.5%
0.56%
+1095.7%
DE SellDEERE & CO$1,411,637
-14.9%
3,419
-11.6%
0.55%
-22.9%
PFE SellPFIZER INC$1,406,050
-30.6%
34,462
-12.9%
0.55%
-37.2%
DD SellDUPONT DE NEMOURS INC$1,369,874
-12.3%
19,087
-16.2%
0.54%
-20.6%
KMI SellKINDER MORGAN INC DEL$1,356,658
-11.6%
77,479
-8.7%
0.53%
-19.9%
CVX BuyCHEVRON CORP NEW$1,303,159
+21.7%
7,987
+33.9%
0.51%
+10.2%
NOW BuySERVICENOW INC$1,251,956
+39.5%
2,694
+16.6%
0.49%
+26.4%
PYPL BuyPAYPAL HLDGS INC$1,205,472
+14.2%
15,874
+7.1%
0.47%
+3.5%
ROK SellROCKWELL AUTOMATION INC$1,187,593
+3.9%
4,047
-8.8%
0.46%
-5.9%
LMT BuyLOCKHEED MARTIN CORP$1,186,080
-0.5%
2,509
+2.4%
0.46%
-9.9%
CMC SellCOMMERCIAL METALS CO$1,183,332
-8.9%
24,199
-10.0%
0.46%
-17.5%
OXY SellOCCIDENTAL PETE CORP$1,163,009
-9.5%
18,629
-8.7%
0.45%
-18.1%
TSLA BuyTESLA INC$1,159,909
+148.6%
5,591
+47.6%
0.45%
+125.4%
ZTS SellZOETIS INCcl a$1,159,089
+9.8%
6,964
-3.3%
0.45%
-0.4%
DOV SellDOVER CORP$1,101,869
+0.4%
7,252
-10.5%
0.43%
-9.1%
LULU SellLULULEMON ATHLETICA INC$1,058,337
+4.9%
2,906
-7.7%
0.41%
-5.1%
EEM BuyISHARES TRmsci emg mkt etf$1,050,110
+71.2%
26,612
+64.4%
0.41%
+55.3%
DOW SellDOW INC$1,046,679
-5.0%
19,093
-12.7%
0.41%
-13.9%
UNH SellUNITEDHEALTH GROUP INC$1,017,014
-23.8%
2,152
-14.5%
0.40%
-31.0%
GM BuyGENERAL MTRS CO$1,014,313
+17.1%
27,653
+7.4%
0.40%
+6.2%
ALL SellALLSTATE CORP$957,177
-25.4%
8,638
-8.8%
0.37%
-32.5%
SCHV SellSCHWAB STRATEGIC TRus lcap va etf$790,851
-2.2%
12,059
-1.6%
0.31%
-11.5%
DHR SellDANAHER CORPORATION$769,983
-14.9%
3,055
-10.3%
0.30%
-22.8%
XOM BuyEXXON MOBIL CORP$752,597
+0.1%
6,863
+0.7%
0.29%
-9.3%
JPM BuyJPMORGAN CHASE & CO$725,827
+81.4%
5,570
+86.7%
0.28%
+64.5%
SNOW SellSNOWFLAKE INCcl a$703,871
+7.0%
4,562
-0.4%
0.28%
-3.2%
IBM SellINTERNATIONAL BUSINESS MACHS$656,368
-15.3%
5,007
-8.9%
0.26%
-23.4%
NEE BuyNEXTERA ENERGY INC$641,846
+9.1%
8,327
+18.4%
0.25%
-1.2%
TECL SellDIREXION SHS ETF TRdly tech bull 3x$632,060
-17.1%
17,000
-50.7%
0.25%
-24.9%
RTX  RAYTHEON TECHNOLOGIES CORP$607,166
-3.0%
6,2000.0%0.24%
-12.2%
FB NewMETA PLATFORMS INCcall$529,8502,500
+100.0%
0.21%
ORCL SellORACLE CORP$482,255
-7.0%
5,190
-18.2%
0.19%
-16.1%
ADP  AUTOMATIC DATA PROCESSING IN$445,260
-6.8%
2,0000.0%0.17%
-15.5%
HON  HONEYWELL INTL INC$404,219
-10.8%
2,1150.0%0.16%
-19.0%
TGT BuyTARGET CORP$399,500
+13.9%
2,412
+2.5%
0.16%
+3.3%
BLK SellBLACKROCK INC$392,774
-6.1%
587
-0.5%
0.15%
-15.0%
AVGO SellBROADCOM INC$390,057
-8.1%
608
-19.9%
0.15%
-16.9%
COST SellCOSTCO WHSL CORP NEW$336,878
-6.9%
678
-14.5%
0.13%
-15.4%
NVDA SellNVIDIA CORPORATIONcall$333,324
+52.1%
1,200
-20.0%
0.13%
+36.8%
HCA SellHCA HEALTHCARE INC$305,078
+2.0%
1,157
-7.2%
0.12%
-7.8%
CVS SellCVS HEALTH CORP$299,321
-28.4%
4,028
-10.1%
0.12%
-35.0%
FAS BuyDIREXION SHS ETF TRdly fin bull new$297,001
+707.6%
5,150
+930.0%
0.12%
+625.0%
BA NewBOEING CO$296,3401,395
+100.0%
0.12%
MCD  MCDONALDS CORP$288,278
+6.1%
1,0310.0%0.11%
-3.4%
PLTR BuyPALANTIR TECHNOLOGIES INCcl a$281,909
+265.9%
33,362
+178.0%
0.11%
+233.3%
CSCO BuyCISCO SYS INC$282,129
+10.4%
5,397
+0.7%
0.11%0.0%
DVN SellDEVON ENERGY CORP NEW$264,083
-23.3%
5,218
-6.8%
0.10%
-30.4%
HUM SellHUMANA INC$249,527
-7.4%
514
-2.3%
0.10%
-16.4%
ABT  ABBOTT LABS$245,556
-7.8%
2,4250.0%0.10%
-16.5%
MRNA SellMODERNA INC$235,899
-32.2%
1,536
-20.7%
0.09%
-38.7%
NewDIREXION SHS ETF TRdl ftse bull 3x$235,6504,960
+100.0%
0.09%
ABBV SellABBVIE INC$231,087
-22.7%
1,450
-21.6%
0.09%
-30.2%
SCHG SellSCHWAB STRATEGIC TRus lcap gr etf$229,034
+16.5%
3,514
-0.7%
0.09%
+4.7%
APA SellAPA CORPORATION$211,781
-45.9%
5,873
-29.9%
0.08%
-50.9%
QCOM SellQUALCOMM INC$211,656
+9.4%
1,659
-5.7%
0.08%0.0%
T BuyAT&T INC$202,125
+174.5%
10,500
+162.5%
0.08%
+146.9%
PLUG SellPLUG POWER INC$194,775
-6.5%
16,619
-1.3%
0.08%
-15.6%
VZ  VERIZON COMMUNICATIONS INC$192,078
-1.3%
4,9390.0%0.08%
-10.7%
UPRO SellPROSHARES TRultrpro s&p500$192,850
-74.1%
5,000
-78.0%
0.08%
-76.6%
BOE BuyBLACKROCK ENHANCED GLOBAL DI$175,017
+89.3%
17,625
+82.3%
0.07%
+70.0%
HD BuyHOME DEPOT INC$169,990
+13.1%
576
+21.0%
0.07%
+1.5%
DIS BuyDISNEY WALT CO$165,415
+45.0%
1,652
+25.8%
0.06%
+32.7%
C SellCITIGROUP INC$146,532
-8.7%
3,125
-12.0%
0.06%
-17.4%
NOC BuyNORTHROP GRUMMAN CORP$138,978
-9.4%
301
+7.1%
0.05%
-18.2%
BCX BuyBLACKROCK RES & COMMODITIES$129,983
+129.2%
13,625
+139.5%
0.05%
+112.5%
MAR SellMARRIOTT INTL INC NEWcl a$127,685
+5.7%
769
-5.2%
0.05%
-3.8%
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$129,066
+21.5%
418
+21.5%
0.05%
+8.7%
MDT SellMEDTRONIC PLC$124,961
-22.6%
1,550
-25.3%
0.05%
-30.0%
CMCSA BuyCOMCAST CORP NEWcl a$113,730
+13.8%
3,000
+5.0%
0.04%
+2.3%
SellDIREXION SHS ETF TRdaily amzn bl1.5$110,370
-14.4%
6,500
-35.0%
0.04%
-23.2%
SLV  ISHARES SILVER TRishares$109,096
+0.5%
4,9320.0%0.04%
-8.5%
SNOW NewSNOWFLAKE INCcall$108,003700
+100.0%
0.04%
FNCB  FNCB BANCORP INC$104,960
-24.5%
16,9290.0%0.04%
-31.7%
A  AGILENT TECHNOLOGIES INC$102,095
-7.6%
7380.0%0.04%
-16.7%
EOG SellEOG RES INC$103,167
-20.3%
900
-10.0%
0.04%
-28.6%
NewGRANITESHARES ETF TR1.5x lng nvda dl$99,9042,122
+100.0%
0.04%
BHP BuyBHP GROUP LTDsponsored ads$95,115
+27.7%
1,500
+25.0%
0.04%
+15.6%
GFI  GOLD FIELDS LTDsponsored adr$89,244
+28.7%
6,7000.0%0.04%
+16.7%
BME SellBLACKROCK HEALTH SCIENCES TR$88,367
-14.2%
2,111
-10.7%
0.04%
-20.5%
HSBC  HSBC HLDGS PLCspon adr new$88,738
+9.5%
2,6000.0%0.04%0.0%
BUI SellBLACKROCK UTILS INFRASTRUCTU$86,041
+4.2%
3,588
-9.8%
0.03%
-5.6%
KKR  KKR & CO INC$82,404
+13.1%
1,5690.0%0.03%
+3.2%
TSLA  TESLA INCcall$82,984
+68.4%
4000.0%0.03%
+52.4%
ON NewON SEMICONDUCTOR CORP$82,3201,000
+100.0%
0.03%
SPY BuySPDR S&P 500 ETF TRtr unit$79,422
+42.2%
194
+32.9%
0.03%
+29.2%
ABNB SellAIRBNB INC$79,990
+36.4%
643
-6.3%
0.03%
+24.0%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$74,416
-56.6%
800
-65.2%
0.03%
-60.8%
CII SellBLACKROCK ENHANCD CAP & INM$75,306
-16.8%
4,200
-20.6%
0.03%
-25.6%
LNG SellCHENIERE ENERGY INC$72,496
-36.4%
460
-39.5%
0.03%
-42.9%
VLO  VALERO ENERGY CORP$69,800
+10.0%
5000.0%0.03%0.0%
NFLX  NETFLIX INC$69,096
+17.2%
2000.0%0.03%
+8.0%
AWK SellAMERICAN WTR WKS CO INC NEW$67,386
-6.9%
460
-3.2%
0.03%
-16.1%
BX  BLACKSTONE INC$63,684
+18.4%
7250.0%0.02%
+8.7%
WPM  WHEATON PRECIOUS METALS CORP$62,608
+23.2%
1,3000.0%0.02%
+9.1%
CRWD BuyCROWDSTRIKE HLDGS INCcl a$61,356
+325.3%
447
+226.3%
0.02%
+300.0%
PLTR SellPALANTIR TECHNOLOGIES INCcall$59,150
-25.7%
7,000
-43.5%
0.02%
-32.4%
TDS SellTELEPHONE & DATA SYS INC$57,396
-23.4%
5,461
-23.5%
0.02%
-31.2%
FCX BuyFREEPORT-MCMORAN INCcl b$56,252
+294.8%
1,375
+266.7%
0.02%
+266.7%
SCHW NewSCHWAB CHARLES CORP$55,2611,055
+100.0%
0.02%
PPG  PPG INDS INC$53,432
+6.2%
4000.0%0.02%
-4.5%
KGC  KINROSS GOLD CORP$52,988
+15.2%
11,2500.0%0.02%
+5.0%
AMAT SellAPPLIED MATLS INC$51,712
-55.5%
421
-64.7%
0.02%
-60.0%
NewINVESTMENT MANAGERS SER TR Iaxs short innov$48,0961,200
+100.0%
0.02%
SellBANK MONTREAL MEDIUMcal lkd 41$47,760
-90.5%
1,200
-87.6%
0.02%
-91.2%
MA SellMASTERCARD INCORPORATEDcl a$46,517
-14.2%
128
-17.9%
0.02%
-21.7%
GLD NewSPDR GOLD TR$45,805250
+100.0%
0.02%
WY  WEYERHAEUSER CO MTN BE$43,900
-2.8%
1,4570.0%0.02%
-10.5%
OIL BuyBARCLAYS BANK PLCipth crude oil$43,425
+42.4%
1,500
+50.0%
0.02%
+30.8%
AMT  AMERICAN TOWER CORP NEW$42,912
-3.5%
2100.0%0.02%
-10.5%
AFRM BuyAFFIRM HLDGS INC$42,714
+88.4%
3,790
+61.6%
0.02%
+70.0%
SPG  SIMON PPTY GROUP INC NEW$41,989
-4.7%
3750.0%0.02%
-15.8%
PLD  PROLOGIS INC.$40,551
+10.7%
3250.0%0.02%0.0%
UNM  UNUM GROUP$41,538
-3.6%
1,0500.0%0.02%
-15.8%
PDT  HANCOCK JOHN PREM DIVID FD$39,735
-4.3%
3,2070.0%0.02%
-11.1%
HPE  HEWLETT PACKARD ENTERPRISE C$38,232
-0.2%
2,4000.0%0.02%
-11.8%
QLYS  QUALYS INC$39,006
+15.9%
3000.0%0.02%0.0%
BMY  BRISTOL-MYERS SQUIBB CO$35,418
-3.7%
5110.0%0.01%
-12.5%
KHC SellKRAFT HEINZ CO$36,544
-22.3%
945
-18.3%
0.01%
-30.0%
AXP  AMERICAN EXPRESS CO$32,990
+11.6%
2000.0%0.01%0.0%
AAPL  APPLE INCcall$32,980
+26.9%
2000.0%0.01%
+18.2%
BIT SellBLACKROCK MULTI SECTOR INC T$32,098
-35.1%
2,200
-36.7%
0.01%
-38.1%
SQ SellBLOCK INCcl a$32,952
-67.8%
480
-70.6%
0.01%
-70.5%
INTC SellINTEL CORP$32,670
-43.8%
1,000
-54.5%
0.01%
-48.0%
ETJ  EATON VANCE RISK-MANAGED DIV$31,800
+6.0%
4,0000.0%0.01%
-7.7%
 COHERENT CORP$30,464
+8.5%
8000.0%0.01%0.0%
PCH  POTLATCHDELTIC CORPORATION$30,789
+12.5%
6220.0%0.01%0.0%
TJX  TJX COS INC NEW$31,344
-1.6%
4000.0%0.01%
-14.3%
AOSL  ALPHA & OMEGA SEMICONDUCTOR$26,950
-5.7%
1,0000.0%0.01%
-8.3%
NewPROSHARES TRultrapro sht qqq$29,3601,000
+100.0%
0.01%
E  ENI S P Asponsored adr$28,000
-2.3%
1,0000.0%0.01%
-8.3%
USB BuyUS BANCORP DEL$28,840
+32.3%
800
+60.0%
0.01%
+22.2%
COG BuyCOTERRA ENERGY INC$28,025
+27.9%
1,142
+28.0%
0.01%
+22.2%
RODM  LATTICE STRATEGIES TRhartford mlt etf$24,724
+6.2%
9390.0%0.01%0.0%
NTAP  NETAPP INC$25,540
+6.3%
4000.0%0.01%0.0%
FGD  FIRST TR EXCHANGE TRADED FDdj glbl divid$25,936
+0.6%
1,1730.0%0.01%
-9.1%
FISV BuyFISERV INC$24,641
+106.6%
218
+84.7%
0.01%
+100.0%
CHPT SellCHARGEPOINT HOLDINGS INC$25,128
-40.1%
2,400
-45.5%
0.01%
-44.4%
GUSH  DIREXION SHS ETF TRoil gas bl 2x sh$24,588
-15.5%
2000.0%0.01%
-23.1%
LAZR  LUMINAR TECHNOLOGIES INC$25,960
+31.1%
4,0000.0%0.01%
+11.1%
NEM  NEWMONT CORP$24,510
+3.9%
5000.0%0.01%0.0%
ETN  EATON CORP PLC$22,960
+9.2%
1340.0%0.01%0.0%
VTV  VANGUARD INDEX FDSvalue etf$22,651
-1.6%
1640.0%0.01%
-10.0%
 EA SERIES TRUSTstrive us energy$22,935
-5.6%
8250.0%0.01%
-10.0%
MSTR  MICROSTRATEGY INCcl a new$23,386
+106.5%
800.0%0.01%
+80.0%
ADM SellARCHER DANIELS MIDLAND CO$23,898
-63.2%
300
-57.1%
0.01%
-67.9%
IQV  IQVIA HLDGS INC$21,083
-2.9%
1060.0%0.01%
-11.1%
DFEN SellDIREXION SHS ETF TRdly aerospc 3x$20,880
-96.6%
1,000
-96.8%
0.01%
-97.0%
EPD  ENTERPRISE PRODS PARTNERS L$19,425
+7.4%
7500.0%0.01%0.0%
CPE  CALLON PETE CO DEL$19,329
-9.8%
5780.0%0.01%
-11.1%
PSX BuyPHILLIPS 66$21,493
+3.3%
212
+6.0%
0.01%
-11.1%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$20,436200
+100.0%
0.01%
BTU  PEABODY ENERGY CORP$17,920
-3.1%
7000.0%0.01%
-12.5%
USA  LIBERTY ALL STAR EQUITY FDsh ben int$18,929
+8.8%
3,0530.0%0.01%
-12.5%
LWLG BuyLIGHTWAVE LOGIC INC$16,736
+253.0%
3,200
+190.9%
0.01%
+250.0%
UBER  UBER TECHNOLOGIES INC$17,150
+28.2%
5410.0%0.01%
+16.7%
JAZZ  JAZZ PHARMACEUTICALS PLC$17,560
-8.1%
1200.0%0.01%
-12.5%
SBUX  STARBUCKS CORP$18,015
+5.0%
1730.0%0.01%0.0%
LH BuyLABORATORY CORP AMER HLDGS$18,584
+31.5%
81
+35.0%
0.01%
+16.7%
MOS  MOSAIC CO NEW$18,352
+4.6%
4000.0%0.01%
-12.5%
PG  PROCTER AND GAMBLE CO$16,505
-1.9%
1110.0%0.01%
-14.3%
ARCH  ARCH RESOURCES INCcl a$16,433
-7.9%
1250.0%0.01%
-25.0%
MEXX BuyDIREXION SHS ETF TRdly msci mx 3x$14,190
+71.0%
105
+5.0%
0.01%
+50.0%
VOO NewVANGUARD INDEX FDS$14,29138
+100.0%
0.01%
CTVA BuyCORTEVA INC$14,716
+11.8%
244
+8.9%
0.01%0.0%
VNQ  VANGUARD INDEX FDSreal estate etf$15,363
+0.7%
1850.0%0.01%
-14.3%
AMGN  AMGEN INC$14,505
-8.0%
600.0%0.01%
-14.3%
VUG BuyVANGUARD INDEX FDSgrowth etf$15,965
+158.3%
64
+120.7%
0.01%
+100.0%
IAU  ISHARES GOLD TRishares new$11,623
+8.1%
3110.0%0.01%0.0%
IGSB  ISHARES TR$13,697
+1.5%
2710.0%0.01%
-16.7%
XLU  SELECT SECTOR SPDR TRsbi int-utils$11,924
-3.8%
1760.0%0.01%0.0%
IEMG  ISHARES INCcore msci emkt$12,393
+4.5%
2540.0%0.01%0.0%
RRC  RANGE RES CORP$13,235
+5.8%
5000.0%0.01%0.0%
JBL NewJABIL INC$13,224150
+100.0%
0.01%
FTSM  FIRST TR EXCHANGE-TRADED FDfirst tr enh new$12,676
+0.1%
2130.0%0.01%0.0%
URA NewGLOBAL X FDSglobal x uranium$13,712688
+100.0%
0.01%
DXC  DXC TECHNOLOGY CO$13,650
-3.5%
5340.0%0.01%
-16.7%
FTSL  FIRST TR EXCHANGE-TRADED FDsenior ln fd$10,225
+1.5%
2260.0%0.00%0.0%
GOOG NewALPHABET INCcap stk cl c$10,816104
+100.0%
0.00%
HPQ  HP INC$10,273
+9.2%
3500.0%0.00%0.0%
GHLD SellGUILD HLDGS COcl a$9,277
-77.1%
892
-77.7%
0.00%
-76.5%
M  MACYS INC$9,812
-15.3%
5610.0%0.00%
-20.0%
EMLP  FIRST TR EXCHANGE-TRADED FDno amer energy$9,294
-0.2%
3490.0%0.00%0.0%
MCK  MCKESSON CORP$10,682
-5.1%
300.0%0.00%
-20.0%
CMI  CUMMINS INC$9,556
-1.4%
400.0%0.00%0.0%
CF  CF INDS HLDGS INC$10,874
-14.9%
1500.0%0.00%
-33.3%
REGL  PROSHARES TRs&p mdcp 400 div$9,764
-1.1%
1380.0%0.00%0.0%
VTRS SellVIATRIS INC$11,342
-18.0%
1,179
-5.1%
0.00%
-33.3%
VTI SellVANGUARD INDEX FDStotal stk mkt$10,098
-19.1%
49
-24.6%
0.00%
-20.0%
SNAP  SNAP INCcl a$11,210
+25.3%
1,0000.0%0.00%0.0%
SLACU  SOCIAL LEVERAGE ACQUISN CORPunit 12/02/2027$10,010
+1.5%
1,0000.0%0.00%0.0%
VGT NewVANGUARD WORLD FDSinf tech etf$11,17929
+100.0%
0.00%
AGG  ISHARES TRcore us aggbd et$7,175
+2.7%
720.0%0.00%0.0%
QQQ BuyINVESCO QQQ TRunit ser 1$8,345
+161.2%
26
+116.7%
0.00%
+200.0%
IWB NewISHARES TRrus 1000 etf$8,78439
+100.0%
0.00%
UPS  UNITED PARCEL SERVICE INCcl b$8,730
+11.6%
450.0%0.00%0.0%
AGD NewABRDN GLOBAL DYNAMIC DIVIDEN$7,791835
+100.0%
0.00%
 WARNER BROS DISCOVERY INC$7,294
+59.3%
4830.0%0.00%
+50.0%
PZZA  PAPA JOHNS INTL INC$7,119
-9.0%
950.0%0.00%0.0%
PH SellPARKER-HANNIFIN CORP$8,403
-76.9%
25
-80.0%
0.00%
-81.2%
 RIVIAN AUTOMOTIVE INCcall$7,740
-16.0%
5000.0%0.00%
-25.0%
FHLC  FIDELITY COVINGTON TRUSTmsci hlth care i$6,578
-3.9%
1070.0%0.00%0.0%
BBY  BEST BUY INC$6,967
-2.4%
890.0%0.00%0.0%
PFF  ISHARES TRpfd and incm sec$8,805
+2.3%
2820.0%0.00%
-25.0%
PPA BuyINVESCO EXCHANGE TRADED FD Taerospace defn$7,299
+32.1%
91
+30.0%
0.00%
+50.0%
TECK NewTECK RESOURCES LTDcl b$7,300200
+100.0%
0.00%
MGA  MAGNA INTL INC$6,697
-4.6%
1250.0%0.00%0.0%
LIT NewGLOBAL X FDSlithium btry etf$6,355100
+100.0%
0.00%
CI  THE CIGNA GROUP$5,111
-22.9%
200.0%0.00%
-33.3%
 KYNDRYL HLDGS INC$4,207
+32.8%
2850.0%0.00%
+100.0%
VALE  VALE S Asponsored ads$4,734
-7.0%
3000.0%0.00%0.0%
MDLZ NewMONDELEZ INTL INCcl a$4,18460
+100.0%
0.00%
TIP  ISHARES TRtips bd etf$3,859
+3.6%
350.0%0.00%0.0%
FDIS  FIDELITY COVINGTON TRUSTmsci consm dis$5,435
+15.5%
830.0%0.00%0.0%
FSR  FISKER INC$6,140
-15.5%
1,0000.0%0.00%
-33.3%
NKE  NIKE INCcl b$6,132
+4.8%
500.0%0.00%
-33.3%
DLTR NewDOLLAR TREE INC$4,02028
+100.0%
0.00%
NVO NewNOVO-NORDISK A Sadr$5,41134
+100.0%
0.00%
DG NewDOLLAR GEN CORP NEW$4,42021
+100.0%
0.00%
LABU  DIREXION SHS ETF TRsp biotch bl new$6,383
-30.6%
1,3000.0%0.00%
-50.0%
JRI  NUVEEN REAL ASSET INCOME & G$5,917
+0.3%
5040.0%0.00%
-33.3%
FTV NewFORTIVE CORP$4,56867
+100.0%
0.00%
 GENERAL ELECTRIC CO$4,207
+14.1%
440.0%0.00%0.0%
OGN SellORGANON & CO$4,069
-16.8%
173
-1.1%
0.00%0.0%
OTIS NewOTIS WORLDWIDE CORP$3,88346
+100.0%
0.00%
PPL  PPL CORP$4,169
-4.9%
1500.0%0.00%0.0%
PGR NewPROGRESSIVE CORP$4,57832
+100.0%
0.00%
SMDV  PROSHARES TRruss 2000 divd$4,456
-0.5%
730.0%0.00%0.0%
ADI NewANALOG DEVICES INC$4,73424
+100.0%
0.00%
ICE NewINTERCONTINENTAL EXCHANGE IN$4,58944
+100.0%
0.00%
ROST NewROSS STORES INC$5,94456
+100.0%
0.00%
ADBE  ADOBE SYSTEMS INCORPORATED$5,781
+14.5%
150.0%0.00%0.0%
SNY NewSANOFIsponsored adr$3,91972
+100.0%
0.00%
VRTX SellVERTEX PHARMACEUTICALS INC$4,096
-93.3%
13
-93.9%
0.00%
-92.6%
XLV  SELECT SECTOR SPDR TRsbi healthcare$3,932
-4.3%
300.0%0.00%0.0%
XLE NewSELECT SECTOR SPDR TRenergy$4,18551
+100.0%
0.00%
EIS  ISHARES INCmsci israel etf$4,926
-2.2%
900.0%0.00%0.0%
VHT NewVANGUARD WORLD FDShealth car etf$4,53119
+100.0%
0.00%
ARW  ARROW ELECTRS INC$4,870
+19.4%
390.0%0.00%0.0%
FTEC  FIDELITY COVINGTON TRUSTmsci info tech i$6,382
+20.6%
560.0%0.00%0.0%
MNST NewMONSTER BEVERAGE CORP NEW$4,96992
+100.0%
0.00%
RGA NewREINSURANCE GRP OF AMERICA I$3,45226
+100.0%
0.00%
ANTM NewELEVANCE HEALTH INC$3,2197
+100.0%
0.00%
COF NewCAPITAL ONE FINL CORP$1,92420
+100.0%
0.00%
AXTA NewAXALTA COATING SYS LTD$2,90896
+100.0%
0.00%
WWE NewWORLD WRESTLING ENTMT INCcl a$2,37326
+100.0%
0.00%
WEN  WENDYS CO$1,634
-3.7%
750.0%0.00%0.0%
CIEN NewCIENA CORP$3,41465
+100.0%
0.00%
TWST  TWIST BIOSCIENCE CORP$1,508
-36.7%
1000.0%0.00%0.0%
EXPE  EXPEDIA GROUP INC$1,941
+10.8%
200.0%0.00%0.0%
VOYA NewVOYA FINANCIAL INC$1,43020
+100.0%
0.00%
CTSH NewCOGNIZANT TECHNOLOGY SOLUTIOcl a$2,80346
+100.0%
0.00%
FBT  FIRST TR EXCHANGE-TRADED FDny arca biotech$2,326
+0.6%
150.0%0.00%0.0%
BP NewBP PLCsponsored adr$3,15083
+100.0%
0.00%
 GINKGO BIOWORKS HOLDINGS INC$1,330
-21.3%
1,0000.0%0.00%0.0%
MU  MICRON TECHNOLOGY INC$2,474
+20.7%
410.0%0.00%0.0%
UL NewUNILEVER PLCspon adr new$2,70152
+100.0%
0.00%
SEE NewSEALED AIR CORP NEW$3,35273
+100.0%
0.00%
FCNCA NewFIRST CTZNS BANCSHARES INC Ncl a$1,9472
+100.0%
0.00%
CIBR NewFIRST TR EXCHANGE TRADED FDnasdaq cyb etf$2,82266
+100.0%
0.00%
BUZZ NewVANECK ETF TRUSTsocial sentiment$1,865125
+100.0%
0.00%
VB NewVANGUARD INDEX FDSsmall cp etf$3,79220
+100.0%
0.00%
FOXA NewFOX CORP$1,77152
+100.0%
0.00%
AVTR NewAVANTOR INC$3,383160
+100.0%
0.00%
ICLN NewISHARES TRgl clean ene etf$1,70286
+100.0%
0.00%
IJR  ISHARES TRcore s&p scp etf$2,031
+2.2%
210.0%0.00%0.0%
CBRE NewCBRE GROUP INCcl a$2,33032
+100.0%
0.00%
JHI  HANCOCK JOHN INVT TR II$2,818
+1.2%
2220.0%0.00%0.0%
NSC NewNORFOLK SOUTHN CORP$3,39216
+100.0%
0.00%
BFLY  BUTTERFLY NETWORK INC$1,316
-23.6%
7000.0%0.00%0.0%
PTY  PIMCO CORPORATE & INCOME OPP$1,883
+3.8%
1510.0%0.00%0.0%
FIS NewFIDELITY NATL INFORMATION SV$3,09757
+100.0%
0.00%
BLW  BLACKROCK LTD DURATION INCOM$2,242
+0.3%
1710.0%0.00%0.0%
EQT NewEQT CORP$3,383106
+100.0%
0.00%
LVS NewLAS VEGAS SANDS CORP$2,75848
+100.0%
0.00%
ARKK BuyARK ETF TRinnovation etf$3,792
+142.8%
94
+88.0%
0.00%0.0%
BOIL SellPROSHARES TR IIultra bloomberg$3,535
-92.9%
979
-64.9%
0.00%
-95.2%
APTV NewAPTIV PLC$3,59132
+100.0%
0.00%
AQN  ALGONQUIN PWR UTILS CORP$2,520
+28.8%
3000.0%0.00%0.0%
AYX  ALTERYX INC$1,413
+16.2%
240.0%0.00%0.0%
MMM  3M CO$1,577
-12.3%
150.0%0.00%0.0%
SPDW  SPDR INDEX SHS FDSportfolio devlpd$675
+8.3%
210.0%0.00%
ARKF NewARK ETF TRfintech innova$97952
+100.0%
0.00%
MSOS NewADVISORSHARES TRpure us cannabis$31355
+100.0%
0.00%
AIM  AIM IMMUNOTECH INC$430
+37.8%
1,0000.0%0.00%
BLOK NewAMPLIFY ETF TRblockchain ldr$21311
+100.0%
0.00%
ACB BuyAURORA CANNABIS INC$34
+142.9%
48
+220.0%
0.00%
 BTCS INC$7
+133.3%
50.0%0.00%
BLDP  BALLARD PWR SYS INC NEW$446
+16.4%
800.0%0.00%
NewBATH & BODY WORKS INC$80522
+100.0%
0.00%
CGC  CANOPY GROWTH CORP$9
-25.0%
50.0%0.00%
CCL NewCARNIVAL CORP$1,269125
+100.0%
0.00%
COIN SellCOINBASE GLOBAL INC$811
-80.1%
12
-89.6%
0.00%
-100.0%
NewDRAFTKINGS INC NEW$38820
+100.0%
0.00%
DNB NewDUN & BRADSTREET HLDGS INC$47040
+100.0%
0.00%
GAMR  ETF MANAGERS TRwedbush vid game$123
+10.8%
20.0%0.00%
NewGE HEALTHCARE TECHNOLOGIES I$1,14914
+100.0%
0.00%
GPS  GAP INC$653
-10.9%
650.0%0.00%
 GSK PLCsponsored adr$677
+1.3%
190.0%0.00%
 HALEON PLCspon ads$196
+2.1%
240.0%0.00%
HOG  HARLEY DAVIDSON INC$760
-8.7%
200.0%0.00%
IFF  INTERNATIONAL FLAVORS&FRAGRA$920
-12.2%
100.0%0.00%
DVY  ISHARES TRselect divid etf$469
-2.7%
40.0%0.00%
LGFA  LIONS GATE ENTMNT CORPcl a vtg$23
+109.1%
20.0%0.00%
LGFB  LIONS GATE ENTMNT CORPcl b non vtg$21
+90.9%
20.0%0.00%
NewLUCID GROUP INC$40250
+100.0%
0.00%
LUMN  LUMEN TECHNOLOGIES INC$24
-48.9%
90.0%0.00%
MMAT  META MATERIALS INC$428
-65.8%
1,0500.0%0.00%
-100.0%
NKLA NewNIKOLA CORP$1,2101,000
+100.0%
0.00%
SSO  PROSHARES TR$1,205
+12.9%
240.0%0.00%
RAD  RITE AID CORP$157
-32.9%
700.0%0.00%
SellRIVIAN AUTOMOTIVE INC$682
-96.5%
44
-95.8%
0.00%
-100.0%
RBLX  ROBLOX CORPcl a$1,125
+58.0%
250.0%0.00%
ROKU NewROKU INC$1,05416
+100.0%
0.00%
AMC  AMC ENTMT HLDGS INC$1,002
+23.1%
2000.0%0.00%
BuySNDL INC$807
+9987.5%
504
+12500.0%
0.00%
STM  STMICROELECTRONICS N Vny registry$803
+50.4%
150.0%0.00%
 TMC THE METALS COMPANY INC$498
+7.8%
6000.0%0.00%
TDOC NewTELADOC HEALTH INC$33713
+100.0%
0.00%
TLRY BuyTILRAY BRANDS INC$1,265
+2.9%
500
+9.4%
0.00%
-100.0%
UA  UNDER ARMOUR INCcl c$90.0%10.0%0.00%
 VICTORIAS SECRET AND CO$513
-4.5%
150.0%0.00%
VOD  VODAFONE GROUP PLC NEWsponsored adr$464
+9.2%
420.0%0.00%
WAB  WABTEC$304
+1.7%
30.0%0.00%
ExitMICRO FOCUS INTL PLCspon adr new$0-22
-100.0%
0.00%
NIO ExitNIO INCspon ads$0-13
-100.0%
0.00%
IBUY ExitAMPLIFY ETF TRonlin retl etf$0-6
-100.0%
0.00%
GANX ExitGAIN THERAPEUTICS INC$0-500
-100.0%
-0.00%
XLRE ExitSELECT SECTOR SPDR TRrl est sel sec$0-110
-100.0%
-0.00%
NANR ExitSPDR INDEX SHS FDSs&p north amer$0-92
-100.0%
-0.00%
FLT ExitFLEETCOR TECHNOLOGIES INC$0-25
-100.0%
-0.00%
OXYWS ExitOCCIDENTAL PETE CORP*w exp 08/03/202$0-400
-100.0%
-0.01%
KBH ExitKB HOME$0-500
-100.0%
-0.01%
LEU ExitCENTRUS ENERGY CORPcl a$0-500
-100.0%
-0.01%
STOR ExitSTORE CAP CORP$0-500
-100.0%
-0.01%
ATVI ExitACTIVISION BLIZZARD INC$0-227
-100.0%
-0.01%
DEX ExitDELAWARE ENHANCED GLOBAL DIV$0-3,250
-100.0%
-0.01%
ExitNUSCALE PWR CORP$0-3,500
-100.0%
-0.02%
SQ ExitBLOCK INCcall$0-600
-100.0%
-0.02%
KEYS ExitKEYSIGHT TECHNOLOGIES INC$0-269
-100.0%
-0.02%
NOW ExitSERVICENOW INCcall$0-200
-100.0%
-0.03%
BKNG ExitBOOKING HOLDINGS INC$0-39
-100.0%
-0.03%
HAL ExitHALLIBURTON CO$0-6,000
-100.0%
-0.10%
UDOW ExitPROSHARES TRultrpro dow30$0-20,900
-100.0%
-0.51%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON COM INC16Q3 202322.4%
APPLE INC16Q3 202318.9%
MICROSOFT CORP16Q3 202314.6%
NVIDIA CORPORATION16Q3 202315.5%
JOHNSON & JOHNSON16Q3 20233.4%
QUALCOMM INC16Q3 20235.4%
WALMART INC16Q3 20234.4%
BK OF AMERICA CORP16Q3 20232.6%
HOME DEPOT INC16Q3 20233.4%
LOWES COS INC16Q3 20233.1%

View HOEY INVESTMENTS, INC's complete holdings history.

Latest filings
TypeFiled
13F-HR/A2024-04-22
13F-HR/A2024-04-22
13F-HR/A2024-04-22
13F-HR2024-02-13
13F-HR2023-10-24
13F-HR2023-08-11
13F-HR2023-05-11
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-11

View HOEY INVESTMENTS, INC's complete filings history.

Compare quarters

Export HOEY INVESTMENTS, INC's holdings