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Hoey Investments, Inc Top Holdings and 13F Report (2025)

About Hoey Investments, Inc

Investment Activity

  • Hoey Investments, Inc has $512.05 million in total holdings as of March 31, 2025.
  • Hoey Investments, Inc owns shares of 374 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 55.52% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Hoey Investments, Inc has purchased 366 new stocks and bought additional shares in 42 stocks.
  • Hoey Investments, Inc sold shares of 85 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

NVIDIA
$144,564,686
Amazon.com
$111,414,164
Meta Platforms
$71,281,010
Microsoft
$42,403,913
Apple
$19,260,731

Largest New Holdings this Quarter

464287671 - iShares Core S&P U.S. Growth ETF
$381,240 Holding
09857L108 - Booking
$322,484 Holding
464287200 - iShares Core S&P 500 ETF
$258,474 Holding
170386106 - ChoiceOne Financial Services
$236,921 Holding
922908652 - Vanguard Extended Market ETF
$126,784 Holding

Largest Purchases this Quarter

NVIDIA
1,314,569 shares (about $142.47M)
Amazon.com
569,989 shares (about $108.45M)
PALANTIR TECHNOLOGIES INC
125,510 shares (about $10.59M)
Broadcom
52,517 shares (about $8.79M)
NVIDIA
23,700 shares (about $2.57M)

Largest Sales this Quarter

Meta Platforms
118,631 shares (about $68.37M)
Microsoft
21,559 shares (about $8.09M)
Apple
8,399 shares (about $1.87M)
GE Aerospace
8,310 shares (about $1.66M)
Amazon.com
7,900 shares (about $1.50M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHoey Investments, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$144,564,686$142,472,953 6,811.2%1,333,86928.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$111,414,164$108,446,108 3,653.8%585,58921.8%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$71,281,010$2,445,505 3.6%123,67413.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$42,403,913$8,093,006 -16.0%112,9608.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$19,260,731$1,865,676 -8.8%86,7093.8%Computer and Technology
PALANTIR TECHNOLOGIES INC
$11,816,844$10,593,044 865.6%140,0102.3%CL A
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$10,928,449$788,829 -6.7%152,2282.1%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$8,876,637$8,792,922 10,503.4%53,0171.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,138,564$789,375 -8.8%33,1781.6%Finance
GE Aerospace stock logo
GE
GE Aerospace
$5,854,988$1,663,247 -22.1%29,2531.1%Industrials
Bank of America Co. stock logo
BAC
Bank of America
$5,812,739$860,014 -12.9%139,2941.1%Finance
Walmart Inc. stock logo
WMT
Walmart
$5,317,448$679,583 14.7%60,5701.0%Retail/Wholesale
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$5,030,619$202,697 4.2%69,0451.0%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,660,340$2,568,606 122.8%43,0000.9%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$3,853,530$1,092,580 -22.1%7,0540.8%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$3,179,375$432,846 -12.0%27,2510.6%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,867,944$1,213,750 73.4%5,3850.6%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$2,404,343$929,095 -27.9%3,0200.5%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,222,916$327,922 -12.9%9,5310.4%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$2,195,493$529,012 31.7%7,0470.4%Medical
GE VERNOVA INC
$2,078,957$425,560 -17.0%6,8100.4%COM
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,465,002$1,503,054 -50.6%7,7000.3%Retail/Wholesale
GraniteShares 2x Long NVDA Daily ETF stock logo
NVDL
GraniteShares 2x Long NVDA Daily ETF
$1,337,088$654,612 95.9%35,7510.3%ETF
Commercial Metals stock logo
CMC
Commercial Metals
$1,187,473$42,007 3.7%25,8090.2%Basic Materials
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,090,370$100,101 -8.4%9,9450.2%Industrials
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$1,038,664$12,525 -1.2%36,4060.2%Energy
RTX Co. stock logo
RTX
RTX
$986,827$154,448 18.6%7,4500.2%Aerospace
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$881,571$33,996 -3.7%33,1670.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$852,747$31,428 3.8%4,0700.2%Medical
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$822,840$206,380 -20.1%1,8420.2%Aerospace
Micron Technology, Inc. stock logo
MU
Micron Technology
$809,033$805,471 22,609.8%9,3110.2%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$715,364$90,864 -11.3%4,7710.1%Consumer Staples
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$701,335$185,940 36.1%22,6310.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$654,886$3,298 0.5%3,3760.1%ETF
ARM HOLDINGS PLC
$626,324$556,910 802.3%5,8650.1%SPONSORED ADS
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$611,0600.0%2,0000.1%Business Services
The Boeing Company stock logo
BA
Boeing
$564,862$303,920 116.5%3,3120.1%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$557,454$316,176 131.0%2,1510.1%Auto/Tires/Trucks
PALANTIR TECHNOLOGIES INC
$548,600$675,200 -55.2%6,5000.1%CALL
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$547,442$1,803 -0.3%21,8630.1%ETF
GSK plc stock logo
GSK
GSK
$518,3030.0%13,3790.1%Medical
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$501,253$22,703 -4.3%6,7120.1%Basic Materials
International Business Machines Co. stock logo
IBM
International Business Machines
$478,9200.0%1,9260.1%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$466,454$44,950 -8.8%2,8330.1%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$465,8500.0%2,2000.1%Multi-Sector Conglomerates
Meta Platforms, Inc. stock logo
META
Meta Platforms
$461,088$68,374,163 -99.3%8000.1%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$456,300$26,373 -5.5%9170.1%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$455,397$55,225 13.8%2,7460.1%Medical
Direxion Daily AMZN Bull 2X Shares stock logo
AMZU
Direxion Daily AMZN Bull 2X Shares
$454,823$377,496 -45.4%15,1810.1%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$452,617$117,762 -20.6%8840.1%Aerospace
Cummins Inc. stock logo
CMI
Cummins
$439,757$8,463 -1.9%1,4030.1%Auto/Tires/Trucks
Strategy Incorporated stock logo
MSTR
Strategy
$432,4050.0%1,5000.1%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$431,753$18,862 -4.2%1,6710.1%Computer and Technology
Direxion Daily Semiconductors Bull 3x Shares stock logo
SOXL
Direxion Daily Semiconductors Bull 3x Shares
$405,418$56,782 -12.3%25,4180.1%ETF
The Allstate Co. stock logo
ALL
Allstate
$398,817$42,449 -9.6%1,9260.1%Finance
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$381,240$381,240 New Holding3,0000.1%Manufacturing
Caterpillar Inc. stock logo
CAT
Caterpillar
$376,962$346,291 -47.9%1,1430.1%Industrials
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$376,421$335,752 -47.1%3980.1%Retail/Wholesale
VanEck Uranium+Nuclear Energy ETF stock logo
NLR
VanEck Uranium+Nuclear Energy ETF
$373,311$221,642 146.1%5,0950.1%ETF
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$370,809$9,624 -2.5%1,3100.1%Consumer Discretionary
Chevron Co. stock logo
CVX
Chevron
$364,164$22,583 -5.8%2,1770.1%Energy
General Motors stock logo
GM
General Motors
$339,698$60,575 -15.1%7,2230.1%Auto/Tires/Trucks
McDonald's Co. stock logo
MCD
McDonald's
$333,6120.0%1,0680.1%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$328,8720.0%6000.1%Business Services
Booking Holdings Inc. stock logo
BKNG
Booking
$322,484$322,484 New Holding700.1%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$306,126$26,640 -8.0%2,5740.1%Energy
ASTERA LABS INC
$298,350$11,934 4.2%5,0000.1%COM
ProShares Bitcoin ETF stock logo
BITO
ProShares Bitcoin ETF
$295,392$54,960 22.9%16,1240.1%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$275,228$16,600 -5.7%1,6580.1%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$263,585$74,286 -22.0%6,0320.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$259,475$36,283 16.3%7080.1%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$258,474$258,474 New Holding4600.1%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$240,249$1,343 0.6%9,4810.0%Medical
ISHARES BITCOIN TRUST ETF
$238,497$23,405 10.9%5,0950.0%SHS BEN INT
ChoiceOne Financial Services, Inc. stock logo
COFS
ChoiceOne Financial Services
$236,921$236,921 New Holding8,2350.0%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$222,875$1,398,797 -86.3%2390.0%Consumer Discretionary
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$197,342$195,800 12,700.0%3840.0%ETF
CHENIERE ENERGY INC
$196,690$34,710 -15.0%8500.0%COM NEW
Alphabet Inc. stock logo
GOOGL
Alphabet
$196,084$63,712 -24.5%1,2680.0%Computer and Technology
BLACKROCK INC
$193,082$7,572 -3.8%2040.0%COM
Dow Inc. stock logo
DOW
DOW
$185,600$17,670 -8.7%5,3150.0%Basic Materials
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$184,6400.0%1,2020.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$167,430$83,715 100.0%1,0000.0%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$164,967$78,597 91.0%9550.0%ETF
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$163,3570.0%1,4130.0%Finance
United States Copper Index Fund stock logo
CPER
United States Copper Index Fund
$162,7400.0%5,1500.0%ETF
LAM RESEARCH CORP
$162,121$138,130 -46.0%2,2300.0%COM NEW
Danaher Co. stock logo
DHR
Danaher
$156,210$12,095 -7.2%7620.0%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$144,744$22,680 -13.5%3,1910.0%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$129,5430.0%3480.0%Medical
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$126,784$126,784 New Holding7360.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$122,793$122,715 156,800.0%1,5690.0%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$120,131$67,574 -36.0%7040.0%Computer and Technology
Peoples Financial Services Corp. stock logo
PFIS
Peoples Financial Services
$109,8860.0%2,4710.0%Finance
Comcast Co. stock logo
CMCSA
Comcast
$108,5600.0%2,9420.0%Consumer Discretionary
Constellation Energy Co. stock logo
CEG
Constellation Energy
$107,671$63,312 142.7%5340.0%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$106,0800.0%1,7190.0%Computer and Technology
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$102,1230.0%1,6530.0%ETF
Medtronic plc stock logo
MDT
Medtronic
$99,9250.0%1,1120.0%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$95,277$47,922 -33.5%1,3440.0%Utilities

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