$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 | Buy | AMAZON COM INC | $41,411,440 | +24.7% | 400,924 | +1.5% | 16.17% | +13.0% |
MSFT | Sell | MICROSOFT CORP | $36,965,015 | +18.9% | 128,217 | -1.1% | 14.43% | +7.7% |
AAPL | Buy | APPLE INC | $36,782,728 | +28.4% | 223,061 | +1.2% | 14.36% | +16.3% |
NVDA | Buy | NVIDIA CORPORATION | $22,181,551 | +113.6% | 79,856 | +12.4% | 8.66% | +93.5% |
ENPH | Buy | ENPHASE ENERGY INC | $5,919,593 | +4.4% | 28,151 | +31.6% | 2.31% | -5.5% |
BAC | Buy | BANK AMERICA CORP | $5,702,326 | -2.8% | 199,382 | +12.6% | 2.23% | -11.9% |
JNJ | Sell | JOHNSON & JOHNSON | $5,538,305 | -13.1% | 35,731 | -1.0% | 2.16% | -21.3% |
TQQQ | Sell | PROSHARES TRultrapro qqq | $4,931,370 | -74.3% | 174,500 | -84.2% | 1.93% | -76.7% |
WFC | Buy | WELLS FARGO CO NEW | $3,921,798 | +16.6% | 104,917 | +28.8% | 1.53% | +5.6% |
LOW | Buy | LOWES COS INC | $3,403,290 | +5.4% | 17,019 | +5.0% | 1.33% | -4.5% |
COP | Sell | CONOCOPHILLIPS | $3,181,070 | -18.3% | 32,064 | -2.8% | 1.24% | -26.0% |
BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $2,898,514 | +85.3% | 337,429 | +94.4% | 1.13% | +68.0% |
MS | Buy | MORGAN STANLEY | $2,806,176 | +18.5% | 31,961 | +14.8% | 1.10% | +7.3% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $2,789,463 | +62.4% | 28,461 | +7.3% | 1.09% | +47.2% |
IBB | Buy | ISHARES TRishares biotech | $2,565,423 | +7.7% | 19,862 | +9.5% | 1.00% | -2.4% |
V | Buy | VISA INC | $2,511,625 | +8.8% | 11,140 | +0.2% | 0.98% | -1.5% |
GS | Sell | GOLDMAN SACHS GROUP INC | $2,503,046 | -6.8% | 7,652 | -2.2% | 0.98% | -15.6% |
PANW | Sell | PALO ALTO NETWORKS INC | $2,193,945 | +40.2% | 10,984 | -2.1% | 0.86% | +27.0% |
CAT | Buy | CATERPILLAR INC | $2,084,275 | -2.1% | 9,108 | +2.5% | 0.81% | -11.3% |
SOXL | Buy | DIREXION SHS ETF TRdly scond 3xbu | $2,071,615 | +193.5% | 113,203 | +55.1% | 0.81% | +166.1% |
EMR | Sell | EMERSON ELEC CO | $1,886,320 | -15.9% | 21,647 | -7.3% | 0.74% | -23.8% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,873,779 | -4.3% | 3,251 | -8.6% | 0.73% | -13.4% |
AMZN | Sell | AMAZON COM INCcall | $1,848,891 | -2.2% | 17,900 | -20.4% | 0.72% | -11.4% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $1,809,778 | +0.1% | 17,447 | -14.9% | 0.71% | -9.4% |
SLB | Sell | SCHLUMBERGER LTD | $1,778,059 | -24.1% | 36,213 | -17.4% | 0.69% | -31.3% |
WMT | Buy | WALMART INC | $1,706,882 | +9.7% | 11,576 | +5.5% | 0.67% | -0.7% |
MRK | Sell | MERCK & CO INC | $1,697,240 | -14.0% | 15,953 | -10.3% | 0.66% | -22.1% |
PEP | Sell | PEPSICO INC | $1,639,789 | -4.6% | 8,995 | -5.4% | 0.64% | -13.6% |
FB | Buy | META PLATFORMS INCcl a | $1,527,664 | +97576.7% | 7,208 | +55346.2% | 0.60% | +59600.0% |
LRCX | Sell | LAM RESEARCH CORP | $1,497,589 | +14.6% | 2,825 | -9.2% | 0.58% | +3.7% |
BGY | Buy | BLACKROCK ENHANCED INTL DIV | $1,438,635 | +1206.5% | 266,414 | +1114.5% | 0.56% | +1095.7% |
DE | Sell | DEERE & CO | $1,411,637 | -14.9% | 3,419 | -11.6% | 0.55% | -22.9% |
PFE | Sell | PFIZER INC | $1,406,050 | -30.6% | 34,462 | -12.9% | 0.55% | -37.2% |
DD | Sell | DUPONT DE NEMOURS INC | $1,369,874 | -12.3% | 19,087 | -16.2% | 0.54% | -20.6% |
KMI | Sell | KINDER MORGAN INC DEL | $1,356,658 | -11.6% | 77,479 | -8.7% | 0.53% | -19.9% |
CVX | Buy | CHEVRON CORP NEW | $1,303,159 | +21.7% | 7,987 | +33.9% | 0.51% | +10.2% |
NOW | Buy | SERVICENOW INC | $1,251,956 | +39.5% | 2,694 | +16.6% | 0.49% | +26.4% |
PYPL | Buy | PAYPAL HLDGS INC | $1,205,472 | +14.2% | 15,874 | +7.1% | 0.47% | +3.5% |
ROK | Sell | ROCKWELL AUTOMATION INC | $1,187,593 | +3.9% | 4,047 | -8.8% | 0.46% | -5.9% |
LMT | Buy | LOCKHEED MARTIN CORP | $1,186,080 | -0.5% | 2,509 | +2.4% | 0.46% | -9.9% |
CMC | Sell | COMMERCIAL METALS CO | $1,183,332 | -8.9% | 24,199 | -10.0% | 0.46% | -17.5% |
OXY | Sell | OCCIDENTAL PETE CORP | $1,163,009 | -9.5% | 18,629 | -8.7% | 0.45% | -18.1% |
TSLA | Buy | TESLA INC | $1,159,909 | +148.6% | 5,591 | +47.6% | 0.45% | +125.4% |
ZTS | Sell | ZOETIS INCcl a | $1,159,089 | +9.8% | 6,964 | -3.3% | 0.45% | -0.4% |
DOV | Sell | DOVER CORP | $1,101,869 | +0.4% | 7,252 | -10.5% | 0.43% | -9.1% |
LULU | Sell | LULULEMON ATHLETICA INC | $1,058,337 | +4.9% | 2,906 | -7.7% | 0.41% | -5.1% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $1,050,110 | +71.2% | 26,612 | +64.4% | 0.41% | +55.3% |
DOW | Sell | DOW INC | $1,046,679 | -5.0% | 19,093 | -12.7% | 0.41% | -13.9% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,017,014 | -23.8% | 2,152 | -14.5% | 0.40% | -31.0% |
GM | Buy | GENERAL MTRS CO | $1,014,313 | +17.1% | 27,653 | +7.4% | 0.40% | +6.2% |
ALL | Sell | ALLSTATE CORP | $957,177 | -25.4% | 8,638 | -8.8% | 0.37% | -32.5% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $790,851 | -2.2% | 12,059 | -1.6% | 0.31% | -11.5% |
DHR | Sell | DANAHER CORPORATION | $769,983 | -14.9% | 3,055 | -10.3% | 0.30% | -22.8% |
XOM | Buy | EXXON MOBIL CORP | $752,597 | +0.1% | 6,863 | +0.7% | 0.29% | -9.3% |
JPM | Buy | JPMORGAN CHASE & CO | $725,827 | +81.4% | 5,570 | +86.7% | 0.28% | +64.5% |
SNOW | Sell | SNOWFLAKE INCcl a | $703,871 | +7.0% | 4,562 | -0.4% | 0.28% | -3.2% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $656,368 | -15.3% | 5,007 | -8.9% | 0.26% | -23.4% |
NEE | Buy | NEXTERA ENERGY INC | $641,846 | +9.1% | 8,327 | +18.4% | 0.25% | -1.2% |
TECL | Sell | DIREXION 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% | 6,200 | 0.0% | 0.24% | -12.2% | |
FB | New | META PLATFORMS INCcall | $529,850 | – | 2,500 | +100.0% | 0.21% | – |
ORCL | Sell | ORACLE CORP | $482,255 | -7.0% | 5,190 | -18.2% | 0.19% | -16.1% |
ADP | AUTOMATIC DATA PROCESSING IN | $445,260 | -6.8% | 2,000 | 0.0% | 0.17% | -15.5% | |
HON | HONEYWELL INTL INC | $404,219 | -10.8% | 2,115 | 0.0% | 0.16% | -19.0% | |
TGT | Buy | TARGET CORP | $399,500 | +13.9% | 2,412 | +2.5% | 0.16% | +3.3% |
BLK | Sell | BLACKROCK INC | $392,774 | -6.1% | 587 | -0.5% | 0.15% | -15.0% |
AVGO | Sell | BROADCOM INC | $390,057 | -8.1% | 608 | -19.9% | 0.15% | -16.9% |
COST | Sell | COSTCO WHSL CORP NEW | $336,878 | -6.9% | 678 | -14.5% | 0.13% | -15.4% |
NVDA | Sell | NVIDIA CORPORATIONcall | $333,324 | +52.1% | 1,200 | -20.0% | 0.13% | +36.8% |
HCA | Sell | HCA HEALTHCARE INC | $305,078 | +2.0% | 1,157 | -7.2% | 0.12% | -7.8% |
CVS | Sell | CVS HEALTH CORP | $299,321 | -28.4% | 4,028 | -10.1% | 0.12% | -35.0% |
FAS | Buy | DIREXION SHS ETF TRdly fin bull new | $297,001 | +707.6% | 5,150 | +930.0% | 0.12% | +625.0% |
BA | New | BOEING CO | $296,340 | – | 1,395 | +100.0% | 0.12% | – |
MCD | MCDONALDS CORP | $288,278 | +6.1% | 1,031 | 0.0% | 0.11% | -3.4% | |
PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $281,909 | +265.9% | 33,362 | +178.0% | 0.11% | +233.3% |
CSCO | Buy | CISCO SYS INC | $282,129 | +10.4% | 5,397 | +0.7% | 0.11% | 0.0% |
DVN | Sell | DEVON ENERGY CORP NEW | $264,083 | -23.3% | 5,218 | -6.8% | 0.10% | -30.4% |
HUM | Sell | HUMANA INC | $249,527 | -7.4% | 514 | -2.3% | 0.10% | -16.4% |
ABT | ABBOTT LABS | $245,556 | -7.8% | 2,425 | 0.0% | 0.10% | -16.5% | |
MRNA | Sell | MODERNA INC | $235,899 | -32.2% | 1,536 | -20.7% | 0.09% | -38.7% |
New | DIREXION SHS ETF TRdl ftse bull 3x | $235,650 | – | 4,960 | +100.0% | 0.09% | – | |
ABBV | Sell | ABBVIE INC | $231,087 | -22.7% | 1,450 | -21.6% | 0.09% | -30.2% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $229,034 | +16.5% | 3,514 | -0.7% | 0.09% | +4.7% |
APA | Sell | APA CORPORATION | $211,781 | -45.9% | 5,873 | -29.9% | 0.08% | -50.9% |
QCOM | Sell | QUALCOMM INC | $211,656 | +9.4% | 1,659 | -5.7% | 0.08% | 0.0% |
T | Buy | AT&T INC | $202,125 | +174.5% | 10,500 | +162.5% | 0.08% | +146.9% |
PLUG | Sell | PLUG POWER INC | $194,775 | -6.5% | 16,619 | -1.3% | 0.08% | -15.6% |
VZ | VERIZON COMMUNICATIONS INC | $192,078 | -1.3% | 4,939 | 0.0% | 0.08% | -10.7% | |
UPRO | Sell | PROSHARES TRultrpro s&p500 | $192,850 | -74.1% | 5,000 | -78.0% | 0.08% | -76.6% |
BOE | Buy | BLACKROCK ENHANCED GLOBAL DI | $175,017 | +89.3% | 17,625 | +82.3% | 0.07% | +70.0% |
HD | Buy | HOME DEPOT INC | $169,990 | +13.1% | 576 | +21.0% | 0.07% | +1.5% |
DIS | Buy | DISNEY WALT CO | $165,415 | +45.0% | 1,652 | +25.8% | 0.06% | +32.7% |
C | Sell | CITIGROUP INC | $146,532 | -8.7% | 3,125 | -12.0% | 0.06% | -17.4% |
NOC | Buy | NORTHROP GRUMMAN CORP | $138,978 | -9.4% | 301 | +7.1% | 0.05% | -18.2% |
BCX | Buy | BLACKROCK RES & COMMODITIES | $129,983 | +129.2% | 13,625 | +139.5% | 0.05% | +112.5% |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $127,685 | +5.7% | 769 | -5.2% | 0.05% | -3.8% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $129,066 | +21.5% | 418 | +21.5% | 0.05% | +8.7% |
MDT | Sell | MEDTRONIC PLC | $124,961 | -22.6% | 1,550 | -25.3% | 0.05% | -30.0% |
CMCSA | Buy | COMCAST CORP NEWcl a | $113,730 | +13.8% | 3,000 | +5.0% | 0.04% | +2.3% |
Sell | DIREXION 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% | 4,932 | 0.0% | 0.04% | -8.5% | |
SNOW | New | SNOWFLAKE INCcall | $108,003 | – | 700 | +100.0% | 0.04% | – |
FNCB | FNCB BANCORP INC | $104,960 | -24.5% | 16,929 | 0.0% | 0.04% | -31.7% | |
A | AGILENT TECHNOLOGIES INC | $102,095 | -7.6% | 738 | 0.0% | 0.04% | -16.7% | |
EOG | Sell | EOG RES INC | $103,167 | -20.3% | 900 | -10.0% | 0.04% | -28.6% |
New | GRANITESHARES ETF TR1.5x lng nvda dl | $99,904 | – | 2,122 | +100.0% | 0.04% | – | |
BHP | Buy | BHP GROUP LTDsponsored ads | $95,115 | +27.7% | 1,500 | +25.0% | 0.04% | +15.6% |
GFI | GOLD FIELDS LTDsponsored adr | $89,244 | +28.7% | 6,700 | 0.0% | 0.04% | +16.7% | |
BME | Sell | BLACKROCK 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% | 2,600 | 0.0% | 0.04% | 0.0% | |
BUI | Sell | BLACKROCK UTILS INFRASTRUCTU | $86,041 | +4.2% | 3,588 | -9.8% | 0.03% | -5.6% |
KKR | KKR & CO INC | $82,404 | +13.1% | 1,569 | 0.0% | 0.03% | +3.2% | |
TSLA | TESLA INCcall | $82,984 | +68.4% | 400 | 0.0% | 0.03% | +52.4% | |
ON | New | ON SEMICONDUCTOR CORP | $82,320 | – | 1,000 | +100.0% | 0.03% | – |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $79,422 | +42.2% | 194 | +32.9% | 0.03% | +29.2% |
ABNB | Sell | AIRBNB INC | $79,990 | +36.4% | 643 | -6.3% | 0.03% | +24.0% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $74,416 | -56.6% | 800 | -65.2% | 0.03% | -60.8% |
CII | Sell | BLACKROCK ENHANCD CAP & INM | $75,306 | -16.8% | 4,200 | -20.6% | 0.03% | -25.6% |
LNG | Sell | CHENIERE ENERGY INC | $72,496 | -36.4% | 460 | -39.5% | 0.03% | -42.9% |
VLO | VALERO ENERGY CORP | $69,800 | +10.0% | 500 | 0.0% | 0.03% | 0.0% | |
NFLX | NETFLIX INC | $69,096 | +17.2% | 200 | 0.0% | 0.03% | +8.0% | |
AWK | Sell | AMERICAN WTR WKS CO INC NEW | $67,386 | -6.9% | 460 | -3.2% | 0.03% | -16.1% |
BX | BLACKSTONE INC | $63,684 | +18.4% | 725 | 0.0% | 0.02% | +8.7% | |
WPM | WHEATON PRECIOUS METALS CORP | $62,608 | +23.2% | 1,300 | 0.0% | 0.02% | +9.1% | |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $61,356 | +325.3% | 447 | +226.3% | 0.02% | +300.0% |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcall | $59,150 | -25.7% | 7,000 | -43.5% | 0.02% | -32.4% |
TDS | Sell | TELEPHONE & DATA SYS INC | $57,396 | -23.4% | 5,461 | -23.5% | 0.02% | -31.2% |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $56,252 | +294.8% | 1,375 | +266.7% | 0.02% | +266.7% |
SCHW | New | SCHWAB CHARLES CORP | $55,261 | – | 1,055 | +100.0% | 0.02% | – |
PPG | PPG INDS INC | $53,432 | +6.2% | 400 | 0.0% | 0.02% | -4.5% | |
KGC | KINROSS GOLD CORP | $52,988 | +15.2% | 11,250 | 0.0% | 0.02% | +5.0% | |
AMAT | Sell | APPLIED MATLS INC | $51,712 | -55.5% | 421 | -64.7% | 0.02% | -60.0% |
New | INVESTMENT MANAGERS SER TR Iaxs short innov | $48,096 | – | 1,200 | +100.0% | 0.02% | – | |
Sell | BANK MONTREAL MEDIUMcal lkd 41 | $47,760 | -90.5% | 1,200 | -87.6% | 0.02% | -91.2% | |
MA | Sell | MASTERCARD INCORPORATEDcl a | $46,517 | -14.2% | 128 | -17.9% | 0.02% | -21.7% |
GLD | New | SPDR GOLD TR | $45,805 | – | 250 | +100.0% | 0.02% | – |
WY | WEYERHAEUSER CO MTN BE | $43,900 | -2.8% | 1,457 | 0.0% | 0.02% | -10.5% | |
OIL | Buy | BARCLAYS 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% | 210 | 0.0% | 0.02% | -10.5% | |
AFRM | Buy | AFFIRM HLDGS INC | $42,714 | +88.4% | 3,790 | +61.6% | 0.02% | +70.0% |
SPG | SIMON PPTY GROUP INC NEW | $41,989 | -4.7% | 375 | 0.0% | 0.02% | -15.8% | |
PLD | PROLOGIS INC. | $40,551 | +10.7% | 325 | 0.0% | 0.02% | 0.0% | |
UNM | UNUM GROUP | $41,538 | -3.6% | 1,050 | 0.0% | 0.02% | -15.8% | |
PDT | HANCOCK JOHN PREM DIVID FD | $39,735 | -4.3% | 3,207 | 0.0% | 0.02% | -11.1% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $38,232 | -0.2% | 2,400 | 0.0% | 0.02% | -11.8% | |
QLYS | QUALYS INC | $39,006 | +15.9% | 300 | 0.0% | 0.02% | 0.0% | |
BMY | BRISTOL-MYERS SQUIBB CO | $35,418 | -3.7% | 511 | 0.0% | 0.01% | -12.5% | |
KHC | Sell | KRAFT HEINZ CO | $36,544 | -22.3% | 945 | -18.3% | 0.01% | -30.0% |
AXP | AMERICAN EXPRESS CO | $32,990 | +11.6% | 200 | 0.0% | 0.01% | 0.0% | |
AAPL | APPLE INCcall | $32,980 | +26.9% | 200 | 0.0% | 0.01% | +18.2% | |
BIT | Sell | BLACKROCK MULTI SECTOR INC T | $32,098 | -35.1% | 2,200 | -36.7% | 0.01% | -38.1% |
SQ | Sell | BLOCK INCcl a | $32,952 | -67.8% | 480 | -70.6% | 0.01% | -70.5% |
INTC | Sell | INTEL CORP | $32,670 | -43.8% | 1,000 | -54.5% | 0.01% | -48.0% |
ETJ | EATON VANCE RISK-MANAGED DIV | $31,800 | +6.0% | 4,000 | 0.0% | 0.01% | -7.7% | |
COHERENT CORP | $30,464 | +8.5% | 800 | 0.0% | 0.01% | 0.0% | ||
PCH | POTLATCHDELTIC CORPORATION | $30,789 | +12.5% | 622 | 0.0% | 0.01% | 0.0% | |
TJX | TJX COS INC NEW | $31,344 | -1.6% | 400 | 0.0% | 0.01% | -14.3% | |
AOSL | ALPHA & OMEGA SEMICONDUCTOR | $26,950 | -5.7% | 1,000 | 0.0% | 0.01% | -8.3% | |
New | PROSHARES TRultrapro sht qqq | $29,360 | – | 1,000 | +100.0% | 0.01% | – | |
E | ENI S P Asponsored adr | $28,000 | -2.3% | 1,000 | 0.0% | 0.01% | -8.3% | |
USB | Buy | US BANCORP DEL | $28,840 | +32.3% | 800 | +60.0% | 0.01% | +22.2% |
COG | Buy | COTERRA ENERGY INC | $28,025 | +27.9% | 1,142 | +28.0% | 0.01% | +22.2% |
RODM | LATTICE STRATEGIES TRhartford mlt etf | $24,724 | +6.2% | 939 | 0.0% | 0.01% | 0.0% | |
NTAP | NETAPP INC | $25,540 | +6.3% | 400 | 0.0% | 0.01% | 0.0% | |
FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $25,936 | +0.6% | 1,173 | 0.0% | 0.01% | -9.1% | |
FISV | Buy | FISERV INC | $24,641 | +106.6% | 218 | +84.7% | 0.01% | +100.0% |
CHPT | Sell | CHARGEPOINT 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% | 200 | 0.0% | 0.01% | -23.1% | |
LAZR | LUMINAR TECHNOLOGIES INC | $25,960 | +31.1% | 4,000 | 0.0% | 0.01% | +11.1% | |
NEM | NEWMONT CORP | $24,510 | +3.9% | 500 | 0.0% | 0.01% | 0.0% | |
ETN | EATON CORP PLC | $22,960 | +9.2% | 134 | 0.0% | 0.01% | 0.0% | |
VTV | VANGUARD INDEX FDSvalue etf | $22,651 | -1.6% | 164 | 0.0% | 0.01% | -10.0% | |
EA SERIES TRUSTstrive us energy | $22,935 | -5.6% | 825 | 0.0% | 0.01% | -10.0% | ||
MSTR | MICROSTRATEGY INCcl a new | $23,386 | +106.5% | 80 | 0.0% | 0.01% | +80.0% | |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $23,898 | -63.2% | 300 | -57.1% | 0.01% | -67.9% |
IQV | IQVIA HLDGS INC | $21,083 | -2.9% | 106 | 0.0% | 0.01% | -11.1% | |
DFEN | Sell | DIREXION 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% | 750 | 0.0% | 0.01% | 0.0% | |
CPE | CALLON PETE CO DEL | $19,329 | -9.8% | 578 | 0.0% | 0.01% | -11.1% | |
PSX | Buy | PHILLIPS 66 | $21,493 | +3.3% | 212 | +6.0% | 0.01% | -11.1% |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $20,436 | – | 200 | +100.0% | 0.01% | – |
BTU | PEABODY ENERGY CORP | $17,920 | -3.1% | 700 | 0.0% | 0.01% | -12.5% | |
USA | LIBERTY ALL STAR EQUITY FDsh ben int | $18,929 | +8.8% | 3,053 | 0.0% | 0.01% | -12.5% | |
LWLG | Buy | LIGHTWAVE LOGIC INC | $16,736 | +253.0% | 3,200 | +190.9% | 0.01% | +250.0% |
UBER | UBER TECHNOLOGIES INC | $17,150 | +28.2% | 541 | 0.0% | 0.01% | +16.7% | |
JAZZ | JAZZ PHARMACEUTICALS PLC | $17,560 | -8.1% | 120 | 0.0% | 0.01% | -12.5% | |
SBUX | STARBUCKS CORP | $18,015 | +5.0% | 173 | 0.0% | 0.01% | 0.0% | |
LH | Buy | LABORATORY CORP AMER HLDGS | $18,584 | +31.5% | 81 | +35.0% | 0.01% | +16.7% |
MOS | MOSAIC CO NEW | $18,352 | +4.6% | 400 | 0.0% | 0.01% | -12.5% | |
PG | PROCTER AND GAMBLE CO | $16,505 | -1.9% | 111 | 0.0% | 0.01% | -14.3% | |
ARCH | ARCH RESOURCES INCcl a | $16,433 | -7.9% | 125 | 0.0% | 0.01% | -25.0% | |
MEXX | Buy | DIREXION SHS ETF TRdly msci mx 3x | $14,190 | +71.0% | 105 | +5.0% | 0.01% | +50.0% |
VOO | New | VANGUARD INDEX FDS | $14,291 | – | 38 | +100.0% | 0.01% | – |
CTVA | Buy | CORTEVA INC | $14,716 | +11.8% | 244 | +8.9% | 0.01% | 0.0% |
VNQ | VANGUARD INDEX FDSreal estate etf | $15,363 | +0.7% | 185 | 0.0% | 0.01% | -14.3% | |
AMGN | AMGEN INC | $14,505 | -8.0% | 60 | 0.0% | 0.01% | -14.3% | |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $15,965 | +158.3% | 64 | +120.7% | 0.01% | +100.0% |
IAU | ISHARES GOLD TRishares new | $11,623 | +8.1% | 311 | 0.0% | 0.01% | 0.0% | |
IGSB | ISHARES TR | $13,697 | +1.5% | 271 | 0.0% | 0.01% | -16.7% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $11,924 | -3.8% | 176 | 0.0% | 0.01% | 0.0% | |
IEMG | ISHARES INCcore msci emkt | $12,393 | +4.5% | 254 | 0.0% | 0.01% | 0.0% | |
RRC | RANGE RES CORP | $13,235 | +5.8% | 500 | 0.0% | 0.01% | 0.0% | |
JBL | New | JABIL INC | $13,224 | – | 150 | +100.0% | 0.01% | – |
FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $12,676 | +0.1% | 213 | 0.0% | 0.01% | 0.0% | |
URA | New | GLOBAL X FDSglobal x uranium | $13,712 | – | 688 | +100.0% | 0.01% | – |
DXC | DXC TECHNOLOGY CO | $13,650 | -3.5% | 534 | 0.0% | 0.01% | -16.7% | |
FTSL | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $10,225 | +1.5% | 226 | 0.0% | 0.00% | 0.0% | |
GOOG | New | ALPHABET INCcap stk cl c | $10,816 | – | 104 | +100.0% | 0.00% | – |
HPQ | HP INC | $10,273 | +9.2% | 350 | 0.0% | 0.00% | 0.0% | |
GHLD | Sell | GUILD HLDGS COcl a | $9,277 | -77.1% | 892 | -77.7% | 0.00% | -76.5% |
M | MACYS INC | $9,812 | -15.3% | 561 | 0.0% | 0.00% | -20.0% | |
EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $9,294 | -0.2% | 349 | 0.0% | 0.00% | 0.0% | |
MCK | MCKESSON CORP | $10,682 | -5.1% | 30 | 0.0% | 0.00% | -20.0% | |
CMI | CUMMINS INC | $9,556 | -1.4% | 40 | 0.0% | 0.00% | 0.0% | |
CF | CF INDS HLDGS INC | $10,874 | -14.9% | 150 | 0.0% | 0.00% | -33.3% | |
REGL | PROSHARES TRs&p mdcp 400 div | $9,764 | -1.1% | 138 | 0.0% | 0.00% | 0.0% | |
VTRS | Sell | VIATRIS INC | $11,342 | -18.0% | 1,179 | -5.1% | 0.00% | -33.3% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $10,098 | -19.1% | 49 | -24.6% | 0.00% | -20.0% |
SNAP | SNAP INCcl a | $11,210 | +25.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
SLACU | SOCIAL LEVERAGE ACQUISN CORPunit 12/02/2027 | $10,010 | +1.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
VGT | New | VANGUARD WORLD FDSinf tech etf | $11,179 | – | 29 | +100.0% | 0.00% | – |
AGG | ISHARES TRcore us aggbd et | $7,175 | +2.7% | 72 | 0.0% | 0.00% | 0.0% | |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $8,345 | +161.2% | 26 | +116.7% | 0.00% | +200.0% |
IWB | New | ISHARES TRrus 1000 etf | $8,784 | – | 39 | +100.0% | 0.00% | – |
UPS | UNITED PARCEL SERVICE INCcl b | $8,730 | +11.6% | 45 | 0.0% | 0.00% | 0.0% | |
AGD | New | ABRDN GLOBAL DYNAMIC DIVIDEN | $7,791 | – | 835 | +100.0% | 0.00% | – |
WARNER BROS DISCOVERY INC | $7,294 | +59.3% | 483 | 0.0% | 0.00% | +50.0% | ||
PZZA | PAPA JOHNS INTL INC | $7,119 | -9.0% | 95 | 0.0% | 0.00% | 0.0% | |
PH | Sell | PARKER-HANNIFIN CORP | $8,403 | -76.9% | 25 | -80.0% | 0.00% | -81.2% |
RIVIAN AUTOMOTIVE INCcall | $7,740 | -16.0% | 500 | 0.0% | 0.00% | -25.0% | ||
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $6,578 | -3.9% | 107 | 0.0% | 0.00% | 0.0% | |
BBY | BEST BUY INC | $6,967 | -2.4% | 89 | 0.0% | 0.00% | 0.0% | |
PFF | ISHARES TRpfd and incm sec | $8,805 | +2.3% | 282 | 0.0% | 0.00% | -25.0% | |
PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $7,299 | +32.1% | 91 | +30.0% | 0.00% | +50.0% |
TECK | New | TECK RESOURCES LTDcl b | $7,300 | – | 200 | +100.0% | 0.00% | – |
MGA | MAGNA INTL INC | $6,697 | -4.6% | 125 | 0.0% | 0.00% | 0.0% | |
LIT | New | GLOBAL X FDSlithium btry etf | $6,355 | – | 100 | +100.0% | 0.00% | – |
CI | THE CIGNA GROUP | $5,111 | -22.9% | 20 | 0.0% | 0.00% | -33.3% | |
KYNDRYL HLDGS INC | $4,207 | +32.8% | 285 | 0.0% | 0.00% | +100.0% | ||
VALE | VALE S Asponsored ads | $4,734 | -7.0% | 300 | 0.0% | 0.00% | 0.0% | |
MDLZ | New | MONDELEZ INTL INCcl a | $4,184 | – | 60 | +100.0% | 0.00% | – |
TIP | ISHARES TRtips bd etf | $3,859 | +3.6% | 35 | 0.0% | 0.00% | 0.0% | |
FDIS | FIDELITY COVINGTON TRUSTmsci consm dis | $5,435 | +15.5% | 83 | 0.0% | 0.00% | 0.0% | |
FSR | FISKER INC | $6,140 | -15.5% | 1,000 | 0.0% | 0.00% | -33.3% | |
NKE | NIKE INCcl b | $6,132 | +4.8% | 50 | 0.0% | 0.00% | -33.3% | |
DLTR | New | DOLLAR TREE INC | $4,020 | – | 28 | +100.0% | 0.00% | – |
NVO | New | NOVO-NORDISK A Sadr | $5,411 | – | 34 | +100.0% | 0.00% | – |
DG | New | DOLLAR GEN CORP NEW | $4,420 | – | 21 | +100.0% | 0.00% | – |
LABU | DIREXION SHS ETF TRsp biotch bl new | $6,383 | -30.6% | 1,300 | 0.0% | 0.00% | -50.0% | |
JRI | NUVEEN REAL ASSET INCOME & G | $5,917 | +0.3% | 504 | 0.0% | 0.00% | -33.3% | |
FTV | New | FORTIVE CORP | $4,568 | – | 67 | +100.0% | 0.00% | – |
GENERAL ELECTRIC CO | $4,207 | +14.1% | 44 | 0.0% | 0.00% | 0.0% | ||
OGN | Sell | ORGANON & CO | $4,069 | -16.8% | 173 | -1.1% | 0.00% | 0.0% |
OTIS | New | OTIS WORLDWIDE CORP | $3,883 | – | 46 | +100.0% | 0.00% | – |
PPL | PPL CORP | $4,169 | -4.9% | 150 | 0.0% | 0.00% | 0.0% | |
PGR | New | PROGRESSIVE CORP | $4,578 | – | 32 | +100.0% | 0.00% | – |
SMDV | PROSHARES TRruss 2000 divd | $4,456 | -0.5% | 73 | 0.0% | 0.00% | 0.0% | |
ADI | New | ANALOG DEVICES INC | $4,734 | – | 24 | +100.0% | 0.00% | – |
ICE | New | INTERCONTINENTAL EXCHANGE IN | $4,589 | – | 44 | +100.0% | 0.00% | – |
ROST | New | ROSS STORES INC | $5,944 | – | 56 | +100.0% | 0.00% | – |
ADBE | ADOBE SYSTEMS INCORPORATED | $5,781 | +14.5% | 15 | 0.0% | 0.00% | 0.0% | |
SNY | New | SANOFIsponsored adr | $3,919 | – | 72 | +100.0% | 0.00% | – |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $4,096 | -93.3% | 13 | -93.9% | 0.00% | -92.6% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $3,932 | -4.3% | 30 | 0.0% | 0.00% | 0.0% | |
XLE | New | SELECT SECTOR SPDR TRenergy | $4,185 | – | 51 | +100.0% | 0.00% | – |
EIS | ISHARES INCmsci israel etf | $4,926 | -2.2% | 90 | 0.0% | 0.00% | 0.0% | |
VHT | New | VANGUARD WORLD FDShealth car etf | $4,531 | – | 19 | +100.0% | 0.00% | – |
ARW | ARROW ELECTRS INC | $4,870 | +19.4% | 39 | 0.0% | 0.00% | 0.0% | |
FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $6,382 | +20.6% | 56 | 0.0% | 0.00% | 0.0% | |
MNST | New | MONSTER BEVERAGE CORP NEW | $4,969 | – | 92 | +100.0% | 0.00% | – |
RGA | New | REINSURANCE GRP OF AMERICA I | $3,452 | – | 26 | +100.0% | 0.00% | – |
ANTM | New | ELEVANCE HEALTH INC | $3,219 | – | 7 | +100.0% | 0.00% | – |
COF | New | CAPITAL ONE FINL CORP | $1,924 | – | 20 | +100.0% | 0.00% | – |
AXTA | New | AXALTA COATING SYS LTD | $2,908 | – | 96 | +100.0% | 0.00% | – |
WWE | New | WORLD WRESTLING ENTMT INCcl a | $2,373 | – | 26 | +100.0% | 0.00% | – |
WEN | WENDYS CO | $1,634 | -3.7% | 75 | 0.0% | 0.00% | 0.0% | |
CIEN | New | CIENA CORP | $3,414 | – | 65 | +100.0% | 0.00% | – |
TWST | TWIST BIOSCIENCE CORP | $1,508 | -36.7% | 100 | 0.0% | 0.00% | 0.0% | |
EXPE | EXPEDIA GROUP INC | $1,941 | +10.8% | 20 | 0.0% | 0.00% | 0.0% | |
VOYA | New | VOYA FINANCIAL INC | $1,430 | – | 20 | +100.0% | 0.00% | – |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,803 | – | 46 | +100.0% | 0.00% | – |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $2,326 | +0.6% | 15 | 0.0% | 0.00% | 0.0% | |
BP | New | BP PLCsponsored adr | $3,150 | – | 83 | +100.0% | 0.00% | – |
GINKGO BIOWORKS HOLDINGS INC | $1,330 | -21.3% | 1,000 | 0.0% | 0.00% | 0.0% | ||
MU | MICRON TECHNOLOGY INC | $2,474 | +20.7% | 41 | 0.0% | 0.00% | 0.0% | |
UL | New | UNILEVER PLCspon adr new | $2,701 | – | 52 | +100.0% | 0.00% | – |
SEE | New | SEALED AIR CORP NEW | $3,352 | – | 73 | +100.0% | 0.00% | – |
FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $1,947 | – | 2 | +100.0% | 0.00% | – |
CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,822 | – | 66 | +100.0% | 0.00% | – |
BUZZ | New | VANECK ETF TRUSTsocial sentiment | $1,865 | – | 125 | +100.0% | 0.00% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $3,792 | – | 20 | +100.0% | 0.00% | – |
FOXA | New | FOX CORP | $1,771 | – | 52 | +100.0% | 0.00% | – |
AVTR | New | AVANTOR INC | $3,383 | – | 160 | +100.0% | 0.00% | – |
ICLN | New | ISHARES TRgl clean ene etf | $1,702 | – | 86 | +100.0% | 0.00% | – |
IJR | ISHARES TRcore s&p scp etf | $2,031 | +2.2% | 21 | 0.0% | 0.00% | 0.0% | |
CBRE | New | CBRE GROUP INCcl a | $2,330 | – | 32 | +100.0% | 0.00% | – |
JHI | HANCOCK JOHN INVT TR II | $2,818 | +1.2% | 222 | 0.0% | 0.00% | 0.0% | |
NSC | New | NORFOLK SOUTHN CORP | $3,392 | – | 16 | +100.0% | 0.00% | – |
BFLY | BUTTERFLY NETWORK INC | $1,316 | -23.6% | 700 | 0.0% | 0.00% | 0.0% | |
PTY | PIMCO CORPORATE & INCOME OPP | $1,883 | +3.8% | 151 | 0.0% | 0.00% | 0.0% | |
FIS | New | FIDELITY NATL INFORMATION SV | $3,097 | – | 57 | +100.0% | 0.00% | – |
BLW | BLACKROCK LTD DURATION INCOM | $2,242 | +0.3% | 171 | 0.0% | 0.00% | 0.0% | |
EQT | New | EQT CORP | $3,383 | – | 106 | +100.0% | 0.00% | – |
LVS | New | LAS VEGAS SANDS CORP | $2,758 | – | 48 | +100.0% | 0.00% | – |
ARKK | Buy | ARK ETF TRinnovation etf | $3,792 | +142.8% | 94 | +88.0% | 0.00% | 0.0% |
BOIL | Sell | PROSHARES TR IIultra bloomberg | $3,535 | -92.9% | 979 | -64.9% | 0.00% | -95.2% |
APTV | New | APTIV PLC | $3,591 | – | 32 | +100.0% | 0.00% | – |
AQN | ALGONQUIN PWR UTILS CORP | $2,520 | +28.8% | 300 | 0.0% | 0.00% | 0.0% | |
AYX | ALTERYX INC | $1,413 | +16.2% | 24 | 0.0% | 0.00% | 0.0% | |
MMM | 3M CO | $1,577 | -12.3% | 15 | 0.0% | 0.00% | 0.0% | |
SPDW | SPDR INDEX SHS FDSportfolio devlpd | $675 | +8.3% | 21 | 0.0% | 0.00% | – | |
ARKF | New | ARK ETF TRfintech innova | $979 | – | 52 | +100.0% | 0.00% | – |
MSOS | New | ADVISORSHARES TRpure us cannabis | $313 | – | 55 | +100.0% | 0.00% | – |
AIM | AIM IMMUNOTECH INC | $430 | +37.8% | 1,000 | 0.0% | 0.00% | – | |
BLOK | New | AMPLIFY ETF TRblockchain ldr | $213 | – | 11 | +100.0% | 0.00% | – |
ACB | Buy | AURORA CANNABIS INC | $34 | +142.9% | 48 | +220.0% | 0.00% | – |
BTCS INC | $7 | +133.3% | 5 | 0.0% | 0.00% | – | ||
BLDP | BALLARD PWR SYS INC NEW | $446 | +16.4% | 80 | 0.0% | 0.00% | – | |
New | BATH & BODY WORKS INC | $805 | – | 22 | +100.0% | 0.00% | – | |
CGC | CANOPY GROWTH CORP | $9 | -25.0% | 5 | 0.0% | 0.00% | – | |
CCL | New | CARNIVAL CORP | $1,269 | – | 125 | +100.0% | 0.00% | – |
COIN | Sell | COINBASE GLOBAL INC | $811 | -80.1% | 12 | -89.6% | 0.00% | -100.0% |
New | DRAFTKINGS INC NEW | $388 | – | 20 | +100.0% | 0.00% | – | |
DNB | New | DUN & BRADSTREET HLDGS INC | $470 | – | 40 | +100.0% | 0.00% | – |
GAMR | ETF MANAGERS TRwedbush vid game | $123 | +10.8% | 2 | 0.0% | 0.00% | – | |
New | GE HEALTHCARE TECHNOLOGIES I | $1,149 | – | 14 | +100.0% | 0.00% | – | |
GPS | GAP INC | $653 | -10.9% | 65 | 0.0% | 0.00% | – | |
GSK PLCsponsored adr | $677 | +1.3% | 19 | 0.0% | 0.00% | – | ||
HALEON PLCspon ads | $196 | +2.1% | 24 | 0.0% | 0.00% | – | ||
HOG | HARLEY DAVIDSON INC | $760 | -8.7% | 20 | 0.0% | 0.00% | – | |
IFF | INTERNATIONAL FLAVORS&FRAGRA | $920 | -12.2% | 10 | 0.0% | 0.00% | – | |
DVY | ISHARES TRselect divid etf | $469 | -2.7% | 4 | 0.0% | 0.00% | – | |
LGFA | LIONS GATE ENTMNT CORPcl a vtg | $23 | +109.1% | 2 | 0.0% | 0.00% | – | |
LGFB | LIONS GATE ENTMNT CORPcl b non vtg | $21 | +90.9% | 2 | 0.0% | 0.00% | – | |
New | LUCID GROUP INC | $402 | – | 50 | +100.0% | 0.00% | – | |
LUMN | LUMEN TECHNOLOGIES INC | $24 | -48.9% | 9 | 0.0% | 0.00% | – | |
MMAT | META MATERIALS INC | $428 | -65.8% | 1,050 | 0.0% | 0.00% | -100.0% | |
NKLA | New | NIKOLA CORP | $1,210 | – | 1,000 | +100.0% | 0.00% | – |
SSO | PROSHARES TR | $1,205 | +12.9% | 24 | 0.0% | 0.00% | – | |
RAD | RITE AID CORP | $157 | -32.9% | 70 | 0.0% | 0.00% | – | |
Sell | RIVIAN AUTOMOTIVE INC | $682 | -96.5% | 44 | -95.8% | 0.00% | -100.0% | |
RBLX | ROBLOX CORPcl a | $1,125 | +58.0% | 25 | 0.0% | 0.00% | – | |
ROKU | New | ROKU INC | $1,054 | – | 16 | +100.0% | 0.00% | – |
AMC | AMC ENTMT HLDGS INC | $1,002 | +23.1% | 200 | 0.0% | 0.00% | – | |
Buy | SNDL INC | $807 | +9987.5% | 504 | +12500.0% | 0.00% | – | |
STM | STMICROELECTRONICS N Vny registry | $803 | +50.4% | 15 | 0.0% | 0.00% | – | |
TMC THE METALS COMPANY INC | $498 | +7.8% | 600 | 0.0% | 0.00% | – | ||
TDOC | New | TELADOC HEALTH INC | $337 | – | 13 | +100.0% | 0.00% | – |
TLRY | Buy | TILRAY BRANDS INC | $1,265 | +2.9% | 500 | +9.4% | 0.00% | -100.0% |
UA | UNDER ARMOUR INCcl c | $9 | 0.0% | 1 | 0.0% | 0.00% | – | |
VICTORIAS SECRET AND CO | $513 | -4.5% | 15 | 0.0% | 0.00% | – | ||
VOD | VODAFONE GROUP PLC NEWsponsored adr | $464 | +9.2% | 42 | 0.0% | 0.00% | – | |
WAB | WABTEC | $304 | +1.7% | 3 | 0.0% | 0.00% | – | |
Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -22 | -100.0% | 0.00% | – | |
NIO | Exit | NIO INCspon ads | $0 | – | -13 | -100.0% | 0.00% | – |
IBUY | Exit | AMPLIFY ETF TRonlin retl etf | $0 | – | -6 | -100.0% | 0.00% | – |
GANX | Exit | GAIN THERAPEUTICS INC | $0 | – | -500 | -100.0% | -0.00% | – |
XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -110 | -100.0% | -0.00% | – |
NANR | Exit | SPDR INDEX SHS FDSs&p north amer | $0 | – | -92 | -100.0% | -0.00% | – |
FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -25 | -100.0% | -0.00% | – |
OXYWS | Exit | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | -400 | -100.0% | -0.01% | – |
KBH | Exit | KB HOME | $0 | – | -500 | -100.0% | -0.01% | – |
LEU | Exit | CENTRUS ENERGY CORPcl a | $0 | – | -500 | -100.0% | -0.01% | – |
STOR | Exit | STORE CAP CORP | $0 | – | -500 | -100.0% | -0.01% | – |
ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -227 | -100.0% | -0.01% | – |
DEX | Exit | DELAWARE ENHANCED GLOBAL DIV | $0 | – | -3,250 | -100.0% | -0.01% | – |
Exit | NUSCALE PWR CORP | $0 | – | -3,500 | -100.0% | -0.02% | – | |
SQ | Exit | BLOCK INCcall | $0 | – | -600 | -100.0% | -0.02% | – |
KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -269 | -100.0% | -0.02% | – |
NOW | Exit | SERVICENOW INCcall | $0 | – | -200 | -100.0% | -0.03% | – |
BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -39 | -100.0% | -0.03% | – |
HAL | Exit | HALLIBURTON CO | $0 | – | -6,000 | -100.0% | -0.10% | – |
UDOW | Exit | PROSHARES 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
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/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 |
13F-HR | 2022-08-11 |
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.