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  Name: HOEY INVESTMENTS INC
  City: WEST CHESTER
  State: PA
  Zip: 19380
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $448,777,000
  Total Value Change : $96,159,000
  Securities Held Change : -2
   
All Securities Held : 340
  New Positions : 24
  Closed Positions : 29
  Increased Positions : 44
  Unchanged Positions : 189
  Decreased Positions : 83

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Holdings Found : 43     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 1 - $946.30 $114,483,000 126,702 25.51% 54,116,000 4,803 0.005    Semiconductor - Speci...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 2 - $185.99 $97,035,000 537,945 21.62% 20,961,000 37,262 0.005    Internet Software & S...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 3 - $423.08 $58,690,000 139,498 13.08% 8,272,000 5,421 0.002    Application Software
   (FB)1 Year Chart         FB Meta Platforms Inc 4 - $481.54 $49,146,000 101,211 10.95% 26,332,000 36,757 0.004    Internet Service Prov...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 6 - $312.32 $9,196,000 32,366 2.05% 2,728,000 10,430 0.011    Networking & Communic...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 7 - $62.34 $7,344,000 126,710 1.64% 1,660,000 11,222 0.003    Domestic Money Center...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 10 - $66.62 $5,501,000 71,449 1.23% 1,218,000 1,887 0.004    N/A
   (GE)1 Year Chart         GE General Electric Co 11 - $163.47 $5,415,000 30,849 1.21% 1,880,000 3,154 0.003    Conglomerates
   (AVGO)1 Year Chart         AVGO Broadcom Limited 12 - $1,436.17 $4,716,000 3,558 1.05% 2,478,000 1,553 0.001    Semiconductor- Broad...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 13 - $202.11 $4,482,000 22,378 1% 973,000 1,747 0.001    Domestic Money Center...
   (ARM)1 Year Chart         ARM Arm Holdings American Depos... 14 - $113.67 $4,289,000 34,314 0.96% 3,905,000 29,198 0.003    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc 15 - $236.08 $3,666,000 14,391 0.82% 853,000 1,751 0.002    Home Improvement Stores
   (NOW)1 Year Chart         NOW Servicenow, Inc. 17 - $760.57 $2,558,000 3,355 0.57% 631,000 627 0.002    Information Technolog...
   (MRK)1 Year Chart         MRK Merck & Co Inc 19 - $131.20 $2,244,000 17,004 0.5% 511,000 1,112 0.001    Drug Manufacturers - ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 22 - $60.24 $1,611,000 26,778 0.36% 410,000 19,159 0.001    Discount, Variety Stores
   (EMR)1 Year Chart         EMR Emerson Electric Co 24 - $114.82 $1,519,000 13,397 0.34% 333,000 1,212 0.002    Industrial Electrical...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 27 - $412.76 $1,235,000 2,938 0.28% 788,000 1,685 0    Property & Casualty I...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 28 - $343.12 $1,158,000 3,612 0.26% 695,000 1,800 0.002    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 30 - $485.35 $981,000 1,944 0.22% 925,000 1,850 0    Application Software
   (HON)1 Year Chart         HON Honeywell International Inc 41 - $205.06 $721,000 3,515 0.16% 89,000 500 0.001    Conglomerates
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 42 - $466.09 $701,000 1,678 0.16% 679,000 1,620 0    Investment Brokerage ...
   (HD)1 Year Chart         HD Home Depot Inc 48 - $348.67 $653,000 1,701 0.15% 479,000 1,200 0    Home Improvement Stores
   (NVDL)1 Year Chart         NVDL Graniteshares 1.5x Long Nvd... 50 - $0.00 $617,000 14,873 0.14% 286,000 11,175 0.165    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 66 - $360.04 $327,000 892 0.07% 93,000 100 0    Farm & Construction M...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 65 - $56.26 $327,000 4,100 0.07% 169,000 2,100 0    Drug Stores
   (MDT)1 Year Chart         MDT Medtronic Plc 68 - $84.72 $308,000 3,535 0.07% 157,000 1,700 0    Medical Appliances & ...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 71 - $40.49 $281,000 6,691 0.06% 87,000 1,552 0    Telecom Services - Do...
   (NFLX)1 Year Chart         NFLX Netflix Inc 74 - $613.52 $243,000 400 0.05% 73,000 50 0    Music & Video Stores
   (EA)1 Year Chart         EA Electronic Arts Inc 79 - $127.62 $192,000 1,447 0.04% 41,000 342 0    Multimedia & Graphics...
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 80 - $27.12 $190,000 8,331 0.04% 96,000 4,000 0.001    Closed - End Fund - E...
   (DIS)1 Year Chart         DIS Walt Disney Co 81 - $102.77 $181,000 1,478 0.04% 88,000 450 0    Entertainment - Diver...
   (SARK)1 Year Chart         SARK Axs Short Innovation Daily Etf 93 - $29.25 $121,000 4,500 0.03% 77,000 2,800 0.064    N/A
   (SQQQ)1 Year Chart         SQQQ Proshares Ultrapro Short Qq... 95 - $9.87 $105,000 10,000 0.02% 78,000 8,000 0.016    Closed - End Fund - Debt
   (INTC)1 Year Chart         INTC Intel Corp 118 - $31.27 $55,000 1,247 0.01% 5,000 247 0    Semiconductor- Broad...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 124 - $947.75 $49,000 50 0.01% 49,000 50 0    Semiconductor Equipme...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 161 - $172.51 $21,000 140 0% 21,000 140 0.002    Search Engines & Info...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 168 - $452.90 $18,000 41 0% 11,000 25 0    Closed - End Fund - Debt
   (LAZR)1 Year Chart         LAZR Luminar Technologies, Inc 204 - $1.77 $9,000 4,700 0% -4,000 700 0.002    N/A
   (SNDL)1 Year Chart         SNDL SNDL Inc 230 - $2.57 $5,000 2,394 0% 1,000 2 0    N/A
   (TLRY)1 Year Chart         TLRY Tilray Inc 261 - $2.07 $4,000 1,758 0% 2,000 943 0    N/A
   (GAMR)1 Year Chart         GAMR Amplify Video Game Tech Etf 317 - $56.49 $0 2 0% 0 2 0    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 352 - $72.11 $0 4 0% 0 3 0    Closed - End Fund - E...
   (HLN)1 Year Chart         HLN Haleon plc 335 - $8.41 $0 32 0% 0 8 0    N/A

      43 Records Found
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