$307 Million is the total value of HOEY INVESTMENTS, INC's 345 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $439,580 | -1.3% | 2,000 | 0.0% | 0.14% | -17.8% | |
| MCD | MCDONALDS CORP | $307,661 | +6.7% | 1,031 | 0.0% | 0.10% | -11.5% | |
| CMCSA | COMCAST CORP NEWcl a | $124,650 | +9.6% | 3,000 | 0.0% | 0.04% | -6.8% | |
| HSBC | HSBC HLDGS PLCspon adr new | $103,012 | +16.1% | 2,600 | 0.0% | 0.03% | -2.9% | |
| FNCB | FNCB BANCORP INC | $101,067 | -3.7% | 16,929 | 0.0% | 0.03% | -19.5% | |
| GFI | GOLD FIELDS LTDsponsored adr | $92,661 | +3.8% | 6,700 | 0.0% | 0.03% | -14.3% | |
| A | AGILENT TECHNOLOGIES INC | $88,745 | -13.1% | 738 | 0.0% | 0.03% | -27.5% | |
| BHP | BHP GROUP LTDsponsored ads | $89,505 | -5.9% | 1,500 | 0.0% | 0.03% | -21.6% | |
| KKR | KKR & CO INC | $87,864 | +6.6% | 1,569 | 0.0% | 0.03% | -9.4% | |
| LNG | CHENIERE ENERGY INC | $70,086 | -3.3% | 460 | 0.0% | 0.02% | -17.9% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $65,665 | -2.6% | 460 | 0.0% | 0.02% | -19.2% | |
| SCHW | SCHWAB CHARLES CORP | $59,798 | +8.2% | 1,055 | 0.0% | 0.02% | -13.6% | |
| PPG | PPG INDS INC | $59,320 | +11.0% | 400 | 0.0% | 0.02% | -9.5% | |
| WPM | WHEATON PRECIOUS METALS CORP | $56,186 | -10.3% | 1,300 | 0.0% | 0.02% | -25.0% | |
| KGC | KINROSS GOLD CORP | $53,663 | +1.3% | 11,250 | 0.0% | 0.02% | -19.0% | |
| WY | WEYERHAEUSER CO MTN BE | $48,825 | +11.2% | 1,457 | 0.0% | 0.02% | -5.9% | |
| UNM | UNUM GROUP | $50,085 | +20.6% | 1,050 | 0.0% | 0.02% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $43,305 | +3.1% | 375 | 0.0% | 0.01% | -12.5% | |
| INVESTMENT MANAGERS SER TR Iaxs short innov | $43,416 | -9.7% | 1,200 | 0.0% | 0.01% | -26.3% | ||
| HPE | HEWLETT PACKARD ENTERPRISE C | $40,320 | +5.5% | 2,400 | 0.0% | 0.01% | -13.3% | |
| AMT | AMERICAN TOWER CORP NEW | $40,728 | -5.1% | 210 | 0.0% | 0.01% | -23.5% | |
| QLYS | QUALYS INC | $38,751 | -0.7% | 300 | 0.0% | 0.01% | -13.3% | |
| AAPL | APPLE INCcall | $38,794 | +17.6% | 200 | 0.0% | 0.01% | 0.0% | |
| COHERENT CORP | $40,784 | +33.9% | 800 | 0.0% | 0.01% | +8.3% | ||
| PDT | HANCOCK JOHN PREM DIVID FD | $37,779 | -4.9% | 3,207 | 0.0% | 0.01% | -25.0% | |
| AXP | AMERICAN EXPRESS CO | $34,840 | +5.6% | 200 | 0.0% | 0.01% | -15.4% | |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $32,800 | +21.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $32,679 | -7.7% | 511 | 0.0% | 0.01% | -21.4% | |
| ETJ | EATON VANCE RISK-MANAGED DIV | $32,880 | +3.4% | 4,000 | 0.0% | 0.01% | -8.3% | |
| INTC | INTEL CORP | $33,440 | +2.4% | 1,000 | 0.0% | 0.01% | -15.4% | |
| PCH | POTLATCHDELTIC CORPORATION | $32,873 | +6.8% | 622 | 0.0% | 0.01% | -8.3% | |
| NTAP | NETAPP INC | $30,560 | +19.7% | 400 | 0.0% | 0.01% | 0.0% | |
| MSTR | MICROSTRATEGY INCcl a new | $27,394 | +17.1% | 80 | 0.0% | 0.01% | 0.0% | |
| USB | US BANCORP DEL | $26,432 | -8.3% | 800 | 0.0% | 0.01% | -18.2% | |
| ETN | EATON CORP PLC | $26,948 | +17.4% | 134 | 0.0% | 0.01% | 0.0% | |
| COG | COTERRA ENERGY INC | $28,893 | +3.1% | 1,142 | 0.0% | 0.01% | -18.2% | |
| FISV | FISERV INC | $27,501 | +11.6% | 218 | 0.0% | 0.01% | -10.0% | |
| E | ENI S P Asponsored adr | $28,790 | +2.8% | 1,000 | 0.0% | 0.01% | -18.2% | |
| LAZR | LUMINAR TECHNOLOGIES INC | $27,520 | +6.0% | 4,000 | 0.0% | 0.01% | -10.0% | |
| IQV | IQVIA HLDGS INC | $23,826 | +13.0% | 106 | 0.0% | 0.01% | 0.0% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $25,150 | -3.0% | 1,173 | 0.0% | 0.01% | -20.0% | |
| RODM | LATTICE STRATEGIES TRhartford mlt etf | $24,715 | -0.0% | 939 | 0.0% | 0.01% | -20.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $23,305 | +2.9% | 164 | 0.0% | 0.01% | -11.1% | |
| CHPT | CHARGEPOINT HOLDINGS INC | $21,096 | -16.0% | 2,400 | 0.0% | 0.01% | -30.0% | |
| NEM | NEWMONT CORP | $21,330 | -13.0% | 500 | 0.0% | 0.01% | -30.0% | |
| DFEN | DIREXION SHS ETF TRdly aerospc 3x | $20,850 | -0.1% | 1,000 | 0.0% | 0.01% | -12.5% | |
| LWLG | LIGHTWAVE LOGIC INC | $22,304 | +33.3% | 3,200 | 0.0% | 0.01% | 0.0% | |
| EA SERIES TRUSTstrive us energy | $22,572 | -1.6% | 825 | 0.0% | 0.01% | -22.2% | ||
| CPE | CALLON PETE CO DEL | $20,271 | +4.9% | 578 | 0.0% | 0.01% | -12.5% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $19,763 | +1.7% | 750 | 0.0% | 0.01% | -25.0% | |
| PROSHARES TRultrapro sht qqq | $18,910 | -35.6% | 1,000 | 0.0% | 0.01% | -45.5% | ||
| LH | LABORATORY CORP AMER HLDGS | $19,548 | +5.2% | 81 | 0.0% | 0.01% | -14.3% | |
| SBUX | STARBUCKS CORP | $17,138 | -4.9% | 173 | 0.0% | 0.01% | -14.3% | |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $19,753 | +4.4% | 3,053 | 0.0% | 0.01% | -14.3% | |
| PG | PROCTER AND GAMBLE CO | $16,844 | +2.1% | 111 | 0.0% | 0.01% | -16.7% | |
| RRC | RANGE RES CORP | $14,700 | +11.1% | 500 | 0.0% | 0.01% | 0.0% | |
| URA | GLOBAL X FDSglobal x uranium | $14,930 | +8.9% | 688 | 0.0% | 0.01% | 0.0% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $14,877 | -15.3% | 120 | 0.0% | 0.01% | -28.6% | |
| JBL | JABIL INC | $16,190 | +22.4% | 150 | 0.0% | 0.01% | 0.0% | |
| ARCH | ARCH RESOURCES INCcl a | $14,095 | -14.2% | 125 | 0.0% | 0.01% | -16.7% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $15,459 | +0.6% | 185 | 0.0% | 0.01% | -16.7% | |
| DXC | DXC TECHNOLOGY CO | $14,269 | +4.5% | 534 | 0.0% | 0.01% | 0.0% | |
| BTU | PEABODY ENERGY CORP | $15,162 | -15.4% | 700 | 0.0% | 0.01% | -28.6% | |
| CTVA | CORTEVA INC | $13,982 | -5.0% | 244 | 0.0% | 0.01% | -16.7% | |
| IGSB | ISHARES TR | $13,597 | -0.7% | 271 | 0.0% | 0.00% | -20.0% | |
| IEMG | ISHARES INCcore msci emkt | $12,520 | +1.0% | 254 | 0.0% | 0.00% | -20.0% | |
| IAU | ISHARES GOLD TRishares new | $11,318 | -2.6% | 311 | 0.0% | 0.00% | -20.0% | |
| SNAP | SNAP INCcl a | $11,840 | +5.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MCK | MCKESSON CORP | $12,820 | +20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $12,655 | -0.2% | 213 | 0.0% | 0.00% | -20.0% | |
| HPQ | HP INC | $10,749 | +4.6% | 350 | 0.0% | 0.00% | 0.0% | |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $9,423 | +1.4% | 349 | 0.0% | 0.00% | -25.0% | |
| CF | CF INDS HLDGS INC | $10,413 | -4.2% | 150 | 0.0% | 0.00% | -25.0% | |
| REGL | PROSHARES TRs&p mdcp 400 div | $9,698 | -0.7% | 138 | 0.0% | 0.00% | -25.0% | |
| PH | PARKER-HANNIFIN CORP | $9,751 | +16.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GHLD | GUILD HLDGS COcl a | $10,134 | +9.2% | 892 | 0.0% | 0.00% | -25.0% | |
| AGD | ABRDN GLOBAL DYNAMIC DIVIDEN | $7,966 | +2.2% | 835 | 0.0% | 0.00% | 0.0% | |
| SLACU | SOCIAL LEVERAGE ACQUISN CORPunit 12/02/2027 | $9,600 | -4.1% | 1,000 | 0.0% | 0.00% | -25.0% | |
| IWB | ISHARES TRrus 1000 etf | $9,506 | +8.2% | 39 | 0.0% | 0.00% | 0.0% | |
| PFF | ISHARES TRpfd and incm sec | $8,723 | -0.9% | 282 | 0.0% | 0.00% | 0.0% | |
| TECK | TECK RESOURCES LTDcl b | $8,420 | +15.3% | 200 | 0.0% | 0.00% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $8,067 | -7.6% | 45 | 0.0% | 0.00% | 0.0% | |
| M | MACYS INC | $9,005 | -8.2% | 561 | 0.0% | 0.00% | -25.0% | |
| FTSL | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $10,238 | +0.1% | 226 | 0.0% | 0.00% | -25.0% | |
| RIVIAN AUTOMOTIVE INCcall | $8,330 | +7.6% | 500 | 0.0% | 0.00% | 0.0% | ||
| LIT | GLOBAL X FDSlithium btry etf | $6,502 | +2.3% | 100 | 0.0% | 0.00% | 0.0% | |
| GENERAL ELECTRIC CO | $4,834 | +14.9% | 44 | 0.0% | 0.00% | 0.0% | ||
| FTV | FORTIVE CORP | $5,010 | +9.7% | 67 | 0.0% | 0.00% | 0.0% | |
| FSR | FISKER INC | $5,640 | -8.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,976 | +8.4% | 44 | 0.0% | 0.00% | 0.0% | |
| EIS | ISHARES INCmsci israel etf | $4,823 | -2.1% | 90 | 0.0% | 0.00% | 0.0% | |
| AGG | ISHARES TRcore us aggbd et | $7,053 | -1.7% | 72 | 0.0% | 0.00% | -33.3% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $7,316 | +14.6% | 56 | 0.0% | 0.00% | 0.0% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $6,754 | +2.7% | 107 | 0.0% | 0.00% | -33.3% | |
| FDIS | FIDELITY COVINGTON TRUSTmsci consm dis | $6,086 | +12.0% | 83 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $4,676 | -1.2% | 24 | 0.0% | 0.00% | 0.0% | |
| MGA | MAGNA INTL INC | $7,055 | +5.3% | 125 | 0.0% | 0.00% | -33.3% | |
| MNST | MONSTER BEVERAGE CORP NEW | $5,285 | +6.4% | 92 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INCcl b | $5,519 | -10.0% | 50 | 0.0% | 0.00% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $5,503 | +1.7% | 34 | 0.0% | 0.00% | 0.0% | |
| JRI | NUVEEN REAL ASSET INCOME & G | $5,756 | -2.7% | 504 | 0.0% | 0.00% | 0.0% | |
| CI | THE CIGNA GROUP | $5,612 | +9.8% | 20 | 0.0% | 0.00% | 0.0% | |
| PZZA | PAPA JOHNS INTL INC | $7,014 | -1.5% | 95 | 0.0% | 0.00% | -33.3% | |
| ROST | ROSS STORES INC | $6,280 | +5.7% | 56 | 0.0% | 0.00% | 0.0% | |
| ARW | ARROW ELECTRS INC | $5,586 | +14.7% | 39 | 0.0% | 0.00% | 0.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $7,335 | +26.9% | 15 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP | $4,236 | -7.5% | 32 | 0.0% | 0.00% | -50.0% | |
| PPL | PPL CORP | $3,969 | -4.8% | 150 | 0.0% | 0.00% | -50.0% | |
| SMDV | PROSHARES TRruss 2000 divd | $4,318 | -3.1% | 73 | 0.0% | 0.00% | -50.0% | |
| CBRE | CBRE GROUP INCcl a | $2,583 | +10.9% | 32 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $4,095 | +5.5% | 46 | 0.0% | 0.00% | -50.0% | |
| AXTA | AXALTA COATING SYS LTD | $3,150 | +8.3% | 96 | 0.0% | 0.00% | 0.0% | |
| TWST | TWIST BIOSCIENCE CORP | $2,046 | +35.7% | 100 | 0.0% | 0.00% | 0.0% | |
| WWE | WORLD WRESTLING ENTMT INCcl a | $2,821 | +18.9% | 26 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLCsponsored adr | $2,930 | -7.0% | 83 | 0.0% | 0.00% | 0.0% | |
| AQN | ALGONQUIN PWR UTILS CORP | $2,478 | -1.7% | 300 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $2,188 | +13.7% | 20 | 0.0% | 0.00% | 0.0% | |
| RGA | REINSURANCE GRP OF AMERICA I | $3,606 | +4.5% | 26 | 0.0% | 0.00% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,575 | +11.7% | 13 | 0.0% | 0.00% | -50.0% | |
| NSC | NORFOLK SOUTHN CORP | $3,629 | +7.0% | 16 | 0.0% | 0.00% | 0.0% | |
| CIEN | CIENA CORP | $2,762 | -19.1% | 65 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $4,377 | +4.6% | 60 | 0.0% | 0.00% | -50.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $3,003 | +7.1% | 46 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $2,588 | +4.6% | 41 | 0.0% | 0.00% | 0.0% | |
| ANTM | ELEVANCE HEALTH INC | $3,111 | -3.4% | 7 | 0.0% | 0.00% | 0.0% | |
| FOXA | FOX CORP | $1,768 | -0.2% | 52 | 0.0% | 0.00% | 0.0% | |
| DG | DOLLAR GEN CORP NEW | $3,566 | -19.3% | 21 | 0.0% | 0.00% | -50.0% | |
| SNY | SANOFIsponsored adr | $3,881 | -1.0% | 72 | 0.0% | 0.00% | -50.0% | |
| DLTR | DOLLAR TREE INC | $4,018 | -0.0% | 28 | 0.0% | 0.00% | -50.0% | |
| LVS | LAS VEGAS SANDS CORP | $2,784 | +0.9% | 48 | 0.0% | 0.00% | 0.0% | |
| VALE | VALE S Asponsored ads | $4,026 | -15.0% | 300 | 0.0% | 0.00% | -50.0% | |
| JHI | HANCOCK JOHN INVT TR II | $2,807 | -0.4% | 222 | 0.0% | 0.00% | 0.0% | |
| SEE | SEALED AIR CORP NEW | $2,920 | -12.9% | 73 | 0.0% | 0.00% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $4,048 | +3.0% | 30 | 0.0% | 0.00% | -50.0% | |
| KYNDRYL HLDGS INC | $3,785 | -10.0% | 285 | 0.0% | 0.00% | -50.0% | ||
| EQT | EQT CORP | $4,360 | +28.9% | 106 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $3,118 | +0.7% | 57 | 0.0% | 0.00% | 0.0% | |
| IJR | ISHARES TRcore s&p scp etf | $2,093 | +3.1% | 21 | 0.0% | 0.00% | 0.0% | |
| UL | UNILEVER PLCspon adr new | $2,711 | +0.4% | 52 | 0.0% | 0.00% | 0.0% | |
| FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $2,567 | +31.8% | 2 | 0.0% | 0.00% | 0.0% | |
| GINKGO BIOWORKS HOLDINGS INC | $1,860 | +39.8% | 1,000 | 0.0% | 0.00% | 0.0% | ||
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $2,298 | -1.2% | 15 | 0.0% | 0.00% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $3,767 | -2.4% | 35 | 0.0% | 0.00% | -50.0% | |
| BLW | BLACKROCK LTD DURATION INCOM | $2,203 | -1.7% | 171 | 0.0% | 0.00% | 0.0% | |
| PTY | PIMCO CORPORATE & INCOME OPP | $2,114 | +12.3% | 151 | 0.0% | 0.00% | 0.0% | |
| APTV | APTIV PLC | $3,267 | -9.0% | 32 | 0.0% | 0.00% | 0.0% | |
| AVTR | AVANTOR INC | $3,287 | -2.8% | 160 | 0.0% | 0.00% | 0.0% | |
| VICTORIAS SECRET AND CO | $262 | -48.9% | 15 | 0.0% | 0.00% | – | ||
| AIM | AIM IMMUNOTECH INC | $670 | +55.8% | 1,000 | 0.0% | 0.00% | – | |
| AYX | ALTERYX INC | $1,090 | -22.9% | 24 | 0.0% | 0.00% | -100.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $251 | +17.8% | 11 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $26 | -23.5% | 48 | 0.0% | 0.00% | – | |
| BTCS INC | $6 | -14.3% | 5 | 0.0% | 0.00% | – | ||
| BLDP | BALLARD PWR SYS INC NEW | $349 | -21.7% | 80 | 0.0% | 0.00% | – | |
| BATH & BODY WORKS INC | $825 | +2.5% | 22 | 0.0% | 0.00% | – | ||
| CGC | CANOPY GROWTH CORP | $2 | -77.8% | 5 | 0.0% | 0.00% | – | |
| DNB | DUN & BRADSTREET HLDGS INC | $463 | -1.5% | 40 | 0.0% | 0.00% | – | |
| GAMR | ETF MANAGERS TRwedbush vid game | $122 | -0.8% | 2 | 0.0% | 0.00% | – | |
| GE HEALTHCARE TECHNOLOGIES I | $1,138 | -1.0% | 14 | 0.0% | 0.00% | – | ||
| GPS | GAP INC | $581 | -11.0% | 65 | 0.0% | 0.00% | – | |
| GSK PLCsponsored adr | $678 | +0.1% | 19 | 0.0% | 0.00% | – | ||
| HALEON PLCspon ads | $202 | +3.1% | 24 | 0.0% | 0.00% | – | ||
| HOG | HARLEY DAVIDSON INC | $705 | -7.2% | 20 | 0.0% | 0.00% | – | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $796 | -13.5% | 10 | 0.0% | 0.00% | – | |
| DVY | ISHARES TRselect divid etf | $454 | -3.2% | 4 | 0.0% | 0.00% | – | |
| LGFA | LIONS GATE ENTMNT CORPcl a vtg | $18 | -21.7% | 2 | 0.0% | 0.00% | – | |
| LGFB | LIONS GATE ENTMNT CORPcl b non vtg | $17 | -19.0% | 2 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $21 | -12.5% | 9 | 0.0% | 0.00% | – | |
| MMAT | META MATERIALS INC | $226 | -47.2% | 1,050 | 0.0% | 0.00% | – | |
| SSO | PROSHARES TR | $1,396 | +15.9% | 24 | 0.0% | 0.00% | – | |
| RAD | RITE AID CORP | $106 | -32.5% | 70 | 0.0% | 0.00% | – | |
| RIVIAN AUTOMOTIVE INC | $734 | +7.6% | 44 | 0.0% | 0.00% | – | ||
| ROKU | ROKU INC | $1,024 | -2.8% | 16 | 0.0% | 0.00% | – | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $684 | +1.3% | 21 | 0.0% | 0.00% | – | |
| STM | STMICROELECTRONICS N Vny registry | $750 | -6.6% | 15 | 0.0% | 0.00% | – | |
| TMC THE METALS COMPANY INC | $978 | +96.4% | 600 | 0.0% | 0.00% | – | ||
| MMM | 3M CO | $1,502 | -4.8% | 15 | 0.0% | 0.00% | -100.0% | |
| TLRY | TILRAY BRANDS INC | $780 | -38.3% | 500 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $7 | -22.2% | 1 | 0.0% | 0.00% | – | |
| AMC | AMC ENTMT HLDGS INC | $880 | -12.2% | 200 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $397 | -14.4% | 42 | 0.0% | 0.00% | – | |
| VOYA | VOYA FINANCIAL INC | $1,435 | +0.3% | 20 | 0.0% | 0.00% | -100.0% | |
| WAB | WABTEC | $330 | +8.6% | 3 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
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 | 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.