Hoey Investments, Inc Top Holdings and 13F Report (2024)

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About Hoey Investments, Inc

Investment Activity

Hoey Investments, Inc has $456.39 million in total holdings as of March 31, 2024.
Hoey Investments, Inc owns shares of 348 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 57.85% of the portfolio was purchased this quarter.
About 10.90% of the portfolio was sold this quarter.
This quarter, Hoey Investments, Inc has purchased 347 new stocks and bought additional shares in 43 stocks.
Hoey Investments, Inc sold shares of 84 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

NVIDIA: $114,482,820
Amazon.com: $97,034,520
Microsoft: $58,689,726
Meta Platforms: $49,146,086
Apple: $14,803,817

Largest New Holdings this Quarter

Lyft: $526,320 Holding
Super Micro Computer: $262,608 Holding
Palantir Technologies: $161,070 Holding
ASTERA LABS INC: $159,509 Holding
Super Micro Computer: $101,003 Holding

Largest Purchases this Quarter

NVIDIA: 123,302 shares (about $111.41M)
Amazon.com: 520,845 shares (about $93.95M)
Meta Platforms: 36,757 shares (about $17.85M)
Apple: 86,130 shares (about $14.77M)
JPMorgan Chase & Co.: 21,878 shares (about $4.38M)

Largest Sales this Quarter

Meta Platforms: 61,454 shares (about $29.84M)
Palo Alto Networks: 21,836 shares (about $6.20M)
Direxion Daily Semiconductors Bull 3x Shares: 46,600 shares (about $2.17M)
Vanguard S&P 500 ETF: 1,532 shares (about $736.34K)
Johnson & Johnson: 4,411 shares (about $697.78K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$114,482,820	$111,410,717 ▲	3,626.5%	126,702	25.1%	Computer and Technology
AMZN Amazon.com	$97,034,520	$93,950,022 ▲	3,045.9%	537,945	21.3%	Retail/Wholesale
MSFT Microsoft	$58,689,726	$2,280,728 ▲	4.0%	139,498	12.9%	Computer and Technology
META Meta Platforms	$49,146,086	$17,848,482 ▲	57.0%	101,211	10.8%	Computer and Technology
AAPL Apple	$14,803,817	$14,769,521 ▲	43,065.0%	86,330	3.2%	Computer and Technology
PANW Palo Alto Networks	$9,196,152	$2,963,476 ▲	47.5%	32,366	2.0%	Computer and Technology
WFC Wells Fargo & Company	$7,344,112	$650,427 ▲	9.7%	126,710	1.6%	Finance
AMD Advanced Micro Devices	$6,375,088	$178,685 ▼	-2.7%	35,321	1.4%	Computer and Technology
BAC Bank of America	$5,980,667	$191,951 ▼	-3.1%	157,718	1.3%	Finance
UBER Uber Technologies	$5,500,859	$145,280 ▲	2.7%	71,449	1.2%	Computer and Technology
GE General Electric	$5,414,925	$553,622 ▲	11.4%	30,849	1.2%	Transportation
AVGO Broadcom	$4,715,809	$2,058,362 ▲	77.5%	3,558	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,482,314	$4,382,164 ▲	4,375.6%	22,378	1.0%	Finance
ARM HOLDINGS PLC	$4,288,907	$4,163,917 ▲	3,331.4%	34,314	0.9%	SPONSORED ADR
LOW Lowe's Companies	$3,665,820	$446,032 ▲	13.9%	14,391	0.8%	Retail/Wholesale
AMZN Amazon.com	$3,174,688	$90,190 ▲	2.9%	17,600	0.7%	Retail/Wholesale
JNJ Johnson & Johnson	$2,663,129	$697,776 ▼	-20.8%	16,835	0.6%	Medical
NVDA NVIDIA	$2,620,324	$451,780 ▼	-14.7%	2,900	0.6%	Computer and Technology
NOW ServiceNow	$2,557,852	$478,025 ▲	23.0%	3,355	0.6%	Computer and Technology
AMGN Amgen	$2,274,560	$304,222 ▼	-11.8%	8,000	0.5%	Medical
MRK Merck & Co., Inc.	$2,243,678	$146,728 ▲	7.0%	17,004	0.5%	Medical
MS Morgan Stanley	$1,914,744	$39,076 ▼	-2.0%	20,335	0.4%	Finance
SOXL Direxion Daily Semiconductors Bull 3x Shares	$1,768,140	$2,168,298 ▼	-55.1%	38,000	0.4%	ETF
WMT Walmart	$1,611,240	$1,152,803 ▲	251.5%	26,778	0.4%	Retail/Wholesale
HCA HCA Healthcare	$1,543,577	$140,416 ▼	-8.3%	4,628	0.3%	Medical
EMR Emerson Electric	$1,519,488	$137,465 ▲	9.9%	13,397	0.3%	Industrial Products
META Meta Platforms	$1,456,740	$29,840,833 ▼	-95.3%	3,000	0.3%	Computer and Technology
SLB Schlumberger	$1,409,111	$233,107 ▼	-14.2%	25,709	0.3%	Oils/Energy
CMC Commercial Metals	$1,379,450	$312,421 ▼	-18.5%	23,472	0.3%	Basic Materials
BRK.B Berkshire Hathaway	$1,235,488	$708,576 ▲	134.5%	2,938	0.3%	Finance
CRWD CrowdStrike	$1,157,972	$577,062 ▲	99.3%	3,612	0.3%	Computer and Technology
PEP PepsiCo	$1,021,359	$77,179 ▼	-7.0%	5,836	0.2%	Consumer Staples
ADBE Adobe	$980,943	$933,511 ▲	1,968.1%	1,944	0.2%	Computer and Technology
KMI Kinder Morgan	$979,815	$125,592 ▼	-11.4%	53,425	0.2%	Oils/Energy
UNH UnitedHealth Group	$930,036	$456,113 ▼	-32.9%	1,880	0.2%	Medical
CVX Chevron	$877,141	$156,469 ▼	-15.1%	5,561	0.2%	Oils/Energy
LMT Lockheed Martin	$841,965	$251,088 ▼	-23.0%	1,851	0.2%	Aerospace
MRVL Marvell Technology	$826,107	$219,728 ▼	-21.0%	11,655	0.2%	Business Services
SCHV Schwab U.S. Large-Cap Value ETF	$814,446	$6,914 ▼	-0.8%	10,719	0.2%	ETF
GM General Motors	$773,626	$134,145 ▼	-14.8%	17,059	0.2%	Auto/Tires/Trucks
LULU Lululemon Athletica	$738,329	$101,960 ▼	-12.1%	1,890	0.2%	Consumer Discretionary
ROK Rockwell Automation	$736,483	$163,145 ▼	-18.1%	2,528	0.2%	Industrial Products
VOO Vanguard S&P 500 ETF	$723,364	$736,341 ▼	-50.4%	1,505	0.2%	ETF
HON Honeywell International	$721,454	$102,625 ▲	16.6%	3,515	0.2%	Multi-Sector Conglomerates
GS The Goldman Sachs Group	$700,884	$676,658 ▲	2,793.1%	1,678	0.2%	Finance
TSLA Tesla	$698,414	$420,138 ▼	-37.6%	3,973	0.2%	Auto/Tires/Trucks
DD DuPont de Nemours	$698,388	$132,946 ▼	-16.0%	9,109	0.2%	Basic Materials
ZTS Zoetis	$683,270	$250,262 ▼	-26.8%	4,038	0.1%	Medical
BDJ BlackRock Enhanced Equity Dividend Trust	$681,183	$12,284 ▼	-1.8%	82,568	0.1%	Financial Services
TMO Thermo Fisher Scientific	$666,648	$194,124 ▼	-22.6%	1,147	0.1%	Medical
HD Home Depot	$652,504	$460,320 ▲	239.5%	1,701	0.1%	Consumer Cyclical
AMZU Direxion Daily AMZN Bull 2X Shares	$636,309	$423,366 ▼	-40.0%	18,682	0.1%	ETF
NVDL GraniteShares 2x Long NVDA Daily ETF	$617,230	$463,763 ▲	302.2%	14,873	0.1%	ETF
ABBV AbbVie	$614,042	$72,840 ▼	-10.6%	3,372	0.1%	Medical
VIG Vanguard Dividend Appreciation ETF	$605,210	$106,286 ▼	-14.9%	3,314	0.1%	ETF
ENPH Enphase Energy	$582,519	$425,729 ▼	-42.2%	4,815	0.1%	Oils/Energy
EEM iShares MSCI Emerging Markets ETF	$574,224	$33,275 ▼	-5.5%	13,978	0.1%	Finance
RTX RTX	$565,187		0.0%	5,795	0.1%	Aerospace
LYFT Lyft	$526,320	$526,320 ▲	New Holding	27,200	0.1%	Computer and Technology
ALL Allstate	$514,359	$87,370 ▼	-14.5%	2,973	0.1%	Finance
ADP Automatic Data Processing	$499,480		0.0%	2,000	0.1%	Business Services
XOM Exxon Mobil	$498,205	$53,703 ▼	-9.7%	4,286	0.1%	Oils/Energy
DOW DOW	$457,300	$81,739 ▼	-15.2%	7,894	0.1%	Basic Materials
VTV Vanguard Value ETF	$402,098	$38,760 ▼	-8.8%	2,469	0.1%	ETF
COST Costco Wholesale	$350,198	$9,524 ▼	-2.6%	478	0.1%	Retail/Wholesale
DHR Danaher	$338,871	$146,336 ▼	-30.2%	1,357	0.1%	Multi-Sector Conglomerates
PFE Pfizer	$334,471	$72,095 ▼	-17.7%	12,053	0.1%	Medical
CVS CVS Health	$327,016	$167,496 ▲	105.0%	4,100	0.1%	Retail/Wholesale
CAT Caterpillar	$326,856	$36,643 ▲	12.6%	892	0.1%	Industrial Products
SCHG Schwab U.S. Large-Cap Growth ETF	$310,143	$74,453 ▼	-19.4%	3,345	0.1%	ETF
MDT Medtronic	$308,076	$148,155 ▲	92.6%	3,535	0.1%	Medical
HUM Humana	$307,194	$353,654 ▼	-53.5%	886	0.1%	Medical
MCD McDonald's	$301,123		0.0%	1,068	0.1%	Retail/Wholesale
VZ Verizon Communications	$280,755	$65,122 ▲	30.2%	6,691	0.1%	Computer and Technology
QCOM QUALCOMM	$272,235		0.0%	1,608	0.1%	Computer and Technology
SMCI Super Micro Computer	$262,608	$262,608 ▲	New Holding	260	0.1%	Computer and Technology
NFLX Netflix	$242,932	$30,367 ▲	14.3%	400	0.1%	Consumer Discretionary
BGY BlackRock Enhanced International Dividend Trust	$241,345	$39,125 ▼	-13.9%	43,643	0.1%	Financial Services
BLK BlackRock	$209,259	$11,672 ▼	-5.3%	251	0.0%	Finance
IBM International Business Machines	$199,363	$124,315 ▼	-38.4%	1,044	0.0%	Computer and Technology
TGT Target	$193,159	$22,151 ▼	-10.3%	1,090	0.0%	Retail/Wholesale
EA Electronic Arts	$191,974	$45,373 ▲	31.0%	1,447	0.0%	Consumer Discretionary
SLV iShares Silver Trust	$189,531	$91,000 ▲	92.4%	8,331	0.0%	ETF
DIS Walt Disney	$180,849	$55,062 ▲	43.8%	1,478	0.0%	Consumer Discretionary
DE Deere & Company	$172,101		0.0%	419	0.0%	Industrial Products
PLTR Palantir Technologies	$161,070	$161,070 ▲	New Holding	7,000	0.0%	Business Services
ASTERA LABS INC	$159,509	$159,509 ▲	New Holding	2,150	0.0%	COM
APPLOVIN CORP	$159,206		0.0%	2,300	0.0%	COM CL A
KKR KKR & Co. Inc.	$157,811		0.0%	1,569	0.0%	Finance
NOC Northrop Grumman	$149,342	$47,866 ▼	-24.3%	312	0.0%	Aerospace
NEE NextEra Energy	$145,587	$65,060 ▼	-30.9%	2,278	0.0%	Utilities
EFG iShares MSCI EAFE Growth ETF	$142,194		0.0%	1,370	0.0%	ETF
UPRO ProShares UltraPro S&P 500	$141,100		0.0%	2,000	0.0%	ETF
MSTR MicroStrategy	$136,365		0.0%	80	0.0%	Computer and Technology
CMCSA Comcast	$132,218	$43,350 ▼	-24.7%	3,050	0.0%	Consumer Discretionary
TQQQ ProShares UltraPro QQQ	$123,120	$92,340 ▼	-42.9%	2,000	0.0%	ETF
SARK AXS Short Innovation Daily ETF	$120,960	$75,264 ▲	164.7%	4,500	0.0%	ETF
GFI Gold Fields	$106,463		0.0%	6,700	0.0%	Basic Materials
DVN Devon Energy	$105,328	$37,735 ▼	-26.4%	2,099	0.0%	Oils/Energy
SQQQ ProShares UltraPro Short QQQ	$104,800	$83,840 ▲	400.0%	10,000	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Hoey Investments, Inc Top Holdings and 13F Report (2024)

About Hoey Investments, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Hoey Investments, Inc Top Holdings and 13F Report (2024)

About Hoey Investments, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHoey Investments, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information