| |
|
|
| Name: |
HOEY INVESTMENTS INC |
| City: |
WEST CHESTER |
| State: |
PA |
| Zip: |
19380 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
100 |
|
View All Holdings |
Currently
Viewing:
ALL |
|
|
Page 1 of 1 |
Menu
 |
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 |
NVIDIA Corporation |
1 |
- |
$913.56 |
$114,483,000 |
126,702 |
25.51% |
54,116,000 |
4,803 |
0.005 |
Semiconductor - Speci... |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$187.07 |
$97,035,000 |
537,945 |
21.62% |
20,961,000 |
37,262 |
0.005 |
Internet Software & S... |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$416.56 |
$58,690,000 |
139,498 |
13.08% |
8,272,000 |
5,421 |
0.002 |
Application Software |
|
|
FB |
Meta Platforms Inc |
4 |
- |
$471.85 |
$49,146,000 |
101,211 |
10.95% |
26,332,000 |
36,757 |
0.004 |
Internet Service Prov... |
|
|
AAPL |
Apple Inc |
5 |
- |
$187.43 |
$14,804,000 |
86,330 |
3.3% |
-28,819,000 |
-140,249 |
0.001 |
Personal Computers |
|
|
PANW |
Palo Alto Networks Inc |
6 |
- |
$301.54 |
$9,196,000 |
32,366 |
2.05% |
2,728,000 |
10,430 |
0.011 |
Networking & Communic... |
|
|
WFC |
Wells Fargo & Co |
7 |
- |
$61.89 |
$7,344,000 |
126,710 |
1.64% |
1,660,000 |
11,222 |
0.003 |
Domestic Money Center... |
|
|
AMD |
Advanced Micro Devices Inc |
8 |
- |
$153.16 |
$6,375,000 |
35,321 |
1.42% |
1,022,000 |
-990 |
0.003 |
Semiconductor- Broad... |
|
|
BAC |
Bank of America Corp |
9 |
- |
$38.49 |
$5,981,000 |
157,718 |
1.33% |
500,000 |
-5,062 |
0.002 |
Domestic Money Center... |
|
|
UBER |
Uber Technologies, Inc |
10 |
- |
$65.32 |
$5,501,000 |
71,449 |
1.23% |
1,218,000 |
1,887 |
0.004 |
N/A |
|
|
GE |
General Electric Co |
11 |
- |
$160.00 |
$5,415,000 |
30,849 |
1.21% |
1,880,000 |
3,154 |
0.003 |
Conglomerates |
|
|
AVGO |
Broadcom Limited |
12 |
- |
$1,380.03 |
$4,716,000 |
3,558 |
1.05% |
2,478,000 |
1,553 |
0.001 |
Semiconductor- Broad... |
|
|
JPM |
JP Morgan Chase & Co |
13 |
- |
$201.51 |
$4,482,000 |
22,378 |
1% |
973,000 |
1,747 |
0.001 |
Domestic Money Center... |
|
|
ARM |
Arm Holdings American Depos... |
14 |
- |
$116.65 |
$4,289,000 |
34,314 |
0.96% |
3,905,000 |
29,198 |
0.003 |
N/A |
|
|
LOW |
Lowes Companies Inc |
15 |
- |
$231.58 |
$3,666,000 |
14,391 |
0.82% |
853,000 |
1,751 |
0.002 |
Home Improvement Stores |
|
|
JNJ |
Johnson & Johnson |
16 |
- |
$151.38 |
$2,663,000 |
16,835 |
0.59% |
-667,000 |
-4,411 |
0.001 |
Drug Manufacturers - ... |
|
|
NOW |
Servicenow, Inc. |
17 |
- |
$721.62 |
$2,558,000 |
3,355 |
0.57% |
631,000 |
627 |
0.002 |
Information Technolog... |
|
|
AMGN |
Amgen Inc |
18 |
- |
$311.41 |
$2,275,000 |
8,000 |
0.51% |
-337,000 |
-1,070 |
0.001 |
Biotechnology |
|
|
MRK |
Merck & Co Inc |
19 |
- |
$131.20 |
$2,244,000 |
17,004 |
0.5% |
511,000 |
1,112 |
0.001 |
Drug Manufacturers - ... |
|
|
MS |
Morgan Stanley |
20 |
- |
$99.38 |
$1,915,000 |
20,335 |
0.43% |
-20,000 |
-415 |
0.001 |
Investment Brokerage ... |
|
|
SOXL |
Direxion Shs Etf Trdaily Se... |
21 |
- |
$43.21 |
$1,768,000 |
38,000 |
0.39% |
-888,000 |
-46,600 |
0.342 |
Closed - End Fund - Debt |
|
|
WMT |
Wal-Mart Stores Inc |
22 |
- |
$60.24 |
$1,611,000 |
26,778 |
0.36% |
410,000 |
19,159 |
0.001 |
Discount, Variety Stores |
|
|
HCA |
HCA Holdings Inc |
23 |
- |
$320.50 |
$1,544,000 |
4,628 |
0.34% |
177,000 |
-421 |
0.001 |
Hospitals |
|
|
EMR |
Emerson Electric Co |
24 |
- |
$114.35 |
$1,519,000 |
13,397 |
0.34% |
333,000 |
1,212 |
0.002 |
Industrial Electrical... |
|
|
SLB |
Schlumberger Ltd |
25 |
- |
$48.62 |
$1,409,000 |
25,709 |
0.31% |
-150,000 |
-4,253 |
0.002 |
Oil & Gas Equipment &... |
|
|
CMC |
Commercial Metals Co |
26 |
- |
$57.68 |
$1,379,000 |
23,472 |
0.31% |
-62,000 |
-5,316 |
0.02 |
Steel & Iron |
|
|
BRK.B |
Berkshire Hathaway B |
27 |
- |
$410.24 |
$1,235,000 |
2,938 |
0.28% |
788,000 |
1,685 |
0 |
Property & Casualty I... |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
28 |
- |
$329.55 |
$1,158,000 |
3,612 |
0.26% |
695,000 |
1,800 |
0.002 |
N/A |
|
|
PEP |
Pepsico Inc |
29 |
- |
$179.87 |
$1,021,000 |
5,836 |
0.23% |
-45,000 |
-441 |
0 |
Beverage Soft Drinks... |
|
|
ADBE |
Adobe Systems Inc |
30 |
- |
$475.95 |
$981,000 |
1,944 |
0.22% |
925,000 |
1,850 |
0 |
Application Software |
|
|
KMI |
Kinder Morgan Inc |
31 |
- |
$19.41 |
$980,000 |
53,425 |
0.22% |
-83,000 |
-6,848 |
0.002 |
Gas Utilities |
|
|
UNH |
Unitedhealth Group Inc |
32 |
- |
$513.88 |
$930,000 |
1,880 |
0.21% |
-545,000 |
-922 |
0 |
Health Care Plans |
|
|
CVX |
Chevron Corp |
33 |
- |
$163.61 |
$877,000 |
5,561 |
0.2% |
-101,000 |
-992 |
0 |
Integrated Oil & Gas |
|
|
LMT |
Lockheed Martin Corp |
34 |
- |
$467.18 |
$842,000 |
1,851 |
0.19% |
-247,000 |
-552 |
0.001 |
Aerospace/Defense - M... |
|
|
MRVL |
Marvell Technology, Inc. |
35 |
- |
$68.02 |
$826,000 |
11,655 |
0.18% |
-64,000 |
-3,100 |
0.001 |
N/A |
|
|
SCHV |
Schwab Strategic Trust |
36 |
- |
$75.07 |
$814,000 |
10,719 |
0.18% |
56,000 |
-91 |
0.008 |
Closed - End Fund - Debt |
|
|
GM |
General Motors Co |
37 |
- |
$42.66 |
$774,000 |
17,059 |
0.17% |
55,000 |
-2,958 |
0.001 |
Auto Manufacturers |
|
|
LULU |
Lululemon Athletica Inc |
38 |
- |
$352.35 |
$738,000 |
1,890 |
0.16% |
-362,000 |
-261 |
0.002 |
Textile - Apparel Clo... |
|
|
ROK |
Rockwell Automation Inc |
39 |
- |
$270.84 |
$736,000 |
2,528 |
0.16% |
-223,000 |
-560 |
0.002 |
Conglomerates |
|
|
VOO |
Vanguard S&P 500 Etf |
40 |
- |
$481.04 |
$723,000 |
1,505 |
0.16% |
-603,000 |
-1,532 |
0 |
Closed - End Fund - E... |
|
|
HON |
Honeywell International Inc |
41 |
- |
$203.21 |
$721,000 |
3,515 |
0.16% |
89,000 |
500 |
0.001 |
Conglomerates |
|
|
GS |
Goldman Sachs Group Inc |
42 |
- |
$458.47 |
$701,000 |
1,678 |
0.16% |
679,000 |
1,620 |
0 |
Investment Brokerage ... |
|
|
DD |
DuPont de Nemours Inc |
43 |
- |
$78.35 |
$698,000 |
9,109 |
0.16% |
-136,000 |
-1,734 |
0.001 |
Diversified Chemicals |
|
|
TSLA |
Tesla Motors Inc |
44 |
- |
$177.81 |
$698,000 |
3,973 |
0.16% |
-883,000 |
-2,390 |
0 |
Auto Manufacturers |
|
|
ZTS |
Zoetis Inc. |
45 |
- |
$168.87 |
$683,000 |
4,038 |
0.15% |
-406,000 |
-1,479 |
0.001 |
Drugs - Generic |
|
|
BDJ |
Blackrock Enhanced Dividend... |
46 |
- |
$8.28 |
$681,000 |
82,568 |
0.15% |
35,000 |
-1,489 |
0.046 |
Closed - End Fund - E... |
|
|
TMO |
Thermo Fisher Scientific |
47 |
- |
$594.80 |
$667,000 |
1,147 |
0.15% |
-119,000 |
-334 |
0 |
Medical Laboratories ... |
|
|
HD |
Home Depot Inc |
48 |
- |
$340.50 |
$653,000 |
1,701 |
0.15% |
479,000 |
1,200 |
0 |
Home Improvement Stores |
|
|
AMZU |
Direxion Daily Amzn Bull 1.... |
49 |
- |
$0.00 |
$636,000 |
18,682 |
0.14% |
-209,000 |
-12,430 |
0.208 |
N/A |
|
|
NVDL |
Graniteshares 1.5x Long Nvd... |
50 |
- |
$0.00 |
$617,000 |
14,873 |
0.14% |
286,000 |
11,175 |
0.165 |
N/A |
|
|
ABBV |
Abbvie Inc. |
51 |
- |
$161.59 |
$614,000 |
3,372 |
0.14% |
29,000 |
-400 |
0 |
Drug Manufacturers - ... |
|
|
VIG |
Vanguard Dividend Appreciat... |
52 |
- |
$181.66 |
$605,000 |
3,314 |
0.13% |
-59,000 |
-582 |
0.001 |
Closed - End Fund - Debt |
|
|
ENPH |
Enphase Energy, Inc. |
53 |
- |
$117.11 |
$583,000 |
4,815 |
0.13% |
-518,000 |
-3,519 |
0.004 |
Semiconductor Equipme... |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
54 |
- |
$43.05 |
$574,000 |
13,978 |
0.13% |
-21,000 |
-810 |
0 |
Closed - End Fund - E... |
|
|
RTX |
RTX Corp |
55 |
- |
$101.02 |
$565,000 |
5,795 |
0.13% |
77,000 |
0 |
0 |
Conglomerates |
|
|
LYFT |
Lyft, Inc. |
56 |
New |
$17.04 |
$526,000 |
27,200 |
0.12% |
526,000 |
27,200 |
0.009 |
N/A |
|
|
ALL |
Allstate Corp |
57 |
- |
$169.08 |
$514,000 |
2,973 |
0.11% |
27,000 |
-505 |
0.001 |
Property & Casualty I... |
|
|
ADP |
Automatic Data Processing Inc |
58 |
- |
$245.50 |
$499,000 |
2,000 |
0.11% |
33,000 |
0 |
0 |
Business Software & S... |
|
|
XOM |
Exxon Mobil Corp |
59 |
- |
$117.67 |
$498,000 |
4,286 |
0.11% |
23,000 |
-462 |
0 |
Integrated Oil & Gas |
|
|
DOW |
DOW Inc |
60 |
- |
$59.65 |
$457,000 |
7,894 |
0.1% |
-53,000 |
-1,411 |
0.001 |
Diversified Chemicals |
|
|
VTV |
Vanguard Value VIPERS |
61 |
- |
$161.93 |
$402,000 |
2,469 |
0.09% |
-3,000 |
-238 |
0 |
Closed - End Fund - E... |
|
|
COST |
Costco Wholesale Corp |
62 |
- |
$777.90 |
$350,000 |
478 |
0.08% |
26,000 |
-13 |
0 |
Discount, Variety Stores |
|
|
DHR |
Danaher Corp |
63 |
- |
$259.26 |
$339,000 |
1,357 |
0.08% |
-110,000 |
-586 |
0 |
General Building Mate... |
|
|
PFE |
Pfizer Inc |
64 |
- |
$28.38 |
$334,000 |
12,053 |
0.07% |
-88,000 |
-2,598 |
0 |
Drug Manufacturers - ... |
|
|
CVS |
CVS/Caremark Corp |
65 |
- |
$56.00 |
$327,000 |
4,100 |
0.07% |
169,000 |
2,100 |
0 |
Drug Stores |
|
|
CAT |
Caterpillar Inc |
66 |
- |
$358.18 |
$327,000 |
892 |
0.07% |
93,000 |
100 |
0 |
Farm & Construction M... |
|
|
SCHG |
Schwab Strategic Trust |
67 |
- |
$93.54 |
$310,000 |
3,345 |
0.07% |
-34,000 |
-803 |
0 |
Closed - End Fund - Debt |
|
|
MDT |
Medtronic Plc |
68 |
- |
$84.30 |
$308,000 |
3,535 |
0.07% |
157,000 |
1,700 |
0 |
Medical Appliances & ... |
|
|
HUM |
Humana Inc |
69 |
- |
$344.50 |
$307,000 |
886 |
0.07% |
-566,000 |
-1,020 |
0.001 |
Health Care Plans |
|
|
MCD |
McDonalds Corp |
70 |
- |
$270.66 |
$301,000 |
1,068 |
0.07% |
-16,000 |
0 |
0 |
Restaurants |
|
|
VZ |
Verizon Communications Inc |
71 |
- |
$40.49 |
$281,000 |
6,691 |
0.06% |
87,000 |
1,552 |
0 |
Telecom Services - Do... |
|
|
QCOM |
QUALCOMM Inc |
72 |
- |
$188.97 |
$272,000 |
1,608 |
0.06% |
39,000 |
0 |
0 |
Communication Equipment |
|
|
SMCI |
Super Micro Computer Inc |
73 |
New |
$822.37 |
$263,000 |
260 |
0.06% |
263,000 |
260 |
0.001 |
Networking & Communic... |
|
|
NFLX |
Netflix Inc |
74 |
- |
$613.66 |
$243,000 |
400 |
0.05% |
73,000 |
50 |
0 |
Music & Video Stores |
|
|
BGY |
Blackrock International Gro... |
75 |
- |
$5.31 |
$241,000 |
43,643 |
0.05% |
-26,000 |
-7,075 |
0.04 |
Closed - End Fund - E... |
|
|
BLK |
BlackRock Inc A |
76 |
- |
$802.96 |
$209,000 |
251 |
0.05% |
-6,000 |
-14 |
0 |
Investment Brokerage ... |
|
|
IBM |
International Business Mach... |
77 |
- |
$167.36 |
$199,000 |
1,044 |
0.04% |
-78,000 |
-651 |
0 |
Diversified Computer ... |
|
|
TGT |
Target Corp |
78 |
- |
$158.96 |
$193,000 |
1,090 |
0.04% |
20,000 |
-125 |
0 |
Discount, Variety Stores |
|
|
EA |
Electronic Arts Inc |
79 |
- |
$126.59 |
$192,000 |
1,447 |
0.04% |
41,000 |
342 |
0 |
Multimedia & Graphics... |
|
|
SLV |
iShares Silver Trust ETF |
80 |
- |
$26.13 |
$190,000 |
8,331 |
0.04% |
96,000 |
4,000 |
0.001 |
Closed - End Fund - E... |
|
|
DIS |
Walt Disney Co |
81 |
- |
$105.35 |
$181,000 |
1,478 |
0.04% |
88,000 |
450 |
0 |
Entertainment - Diver... |
|
|
DE |
Deere & Co |
82 |
- |
$412.78 |
$172,000 |
419 |
0.04% |
4,000 |
0 |
0 |
Farm & Construction M... |
|
|
APP |
Applovin Corp |
84 |
- |
$83.44 |
$159,000 |
2,300 |
0.04% |
67,000 |
0 |
0.001 |
N/A |
|
|
KKR |
KKR Financial Holdings LLC |
85 |
- |
$102.44 |
$158,000 |
1,569 |
0.04% |
28,000 |
0 |
0 |
Asset Management |
|
|
NOC |
Northrop Grumman Corp |
86 |
- |
$474.07 |
$149,000 |
312 |
0.03% |
-44,000 |
-100 |
0 |
Aerospace/Defense - M... |
|
|
NEE |
NextEra Energy |
87 |
- |
$75.42 |
$146,000 |
2,278 |
0.03% |
-54,000 |
-1,018 |
0 |
Electric Utilities |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
88 |
- |
$0.00 |
$142,000 |
1,370 |
0.03% |
9,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
UPRO |
ProShares Trust |
89 |
- |
$69.11 |
$141,000 |
2,000 |
0.03% |
32,000 |
0 |
0.008 |
Closed - End Fund - Debt |
|
|
MSTR |
Microstrategy Inc |
90 |
- |
$1,297.63 |
$136,000 |
80 |
0.03% |
85,000 |
0 |
0.001 |
Business Software & S... |
|
|
CMCSA |
Comcast Corp |
91 |
- |
$39.70 |
$132,000 |
3,050 |
0.03% |
-46,000 |
-1,000 |
0 |
CATV Systems |
|
|
TQQQ |
Proshares Ultrapro Qqq Etf |
92 |
- |
$60.67 |
$123,000 |
2,000 |
0.03% |
-54,000 |
-1,500 |
0.003 |
Closed - End Fund - Debt |
|
|
SARK |
Axs Short Innovation Daily Etf |
93 |
- |
$29.68 |
$121,000 |
4,500 |
0.03% |
77,000 |
2,800 |
0.064 |
N/A |
|
|
GFI |
Gold Fields Limited (ADR) |
94 |
- |
$16.80 |
$106,000 |
6,700 |
0.02% |
9,000 |
0 |
0.001 |
Gold |
|
|
DVN |
Devon Energy Corp |
96 |
- |
$49.83 |
$105,000 |
2,099 |
0.02% |
-24,000 |
-752 |
0 |
Independent Oil & Gas |
|
|
SQQQ |
Proshares Ultrapro Short Qq... |
95 |
- |
$10.34 |
$105,000 |
10,000 |
0.02% |
78,000 |
8,000 |
0.016 |
Closed - End Fund - Debt |
|
|
FNCB |
FNCB Bancorp Inc |
97 |
- |
$5.69 |
$103,000 |
16,929 |
0.02% |
-12,000 |
0 |
0.101 |
Domestic Regional Banks |
|
|
BA |
Boeing Co |
98 |
- |
$180.76 |
$96,000 |
500 |
0.02% |
-862,000 |
-3,175 |
0 |
Aerospace/Defense - M... |
|
|
CSCO |
Cisco Systems Inc |
99 |
- |
$48.95 |
$94,000 |
1,888 |
0.02% |
-29,000 |
-555 |
0 |
Networking & Communic... |
|
|
APA |
Apache Corp |
100 |
- |
$30.17 |
$90,000 |
2,605 |
0.02% |
-6,000 |
-80 |
0.001 |
Independent Oil & Gas |
|
|
COIN |
Coinbase Global, Inc. |
101 |
- |
$203.05 |
$83,000 |
312 |
0.02% |
29,000 |
0 |
0 |
N/A |
|
