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Disclosery

HOEY INVESTMENTS, INC

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13F filer, CIK 1799544, COATESVILLE, PA

HOEY INVESTMENTS, INC reported $594,892,849 across 366 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-12. Its ten largest share positions make up 87.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001799544-25-000001

Period
2024-12-31
Reported value
$595M
Holdings
366
Top 10 weight
87.22%
New
73
Sold out
104

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PLTRadded+165,772$12.5M
AVGOadded+39,457$9.15M
NVDAadded+61,745$8.29M
METAadded+12,578$7.36M
AMZNadded+21,409$4.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRWDreduced-23,827-$8.15M
PANWreduced-27,823-$5.06M
MSFTreduced-9,208-$3.88M
AMDreduced-24,152-$2.92M
GOOGLreduced-13,075-$2.48M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 362 share positions

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
AMZNAMAZON COM INC COMcall15,600$3.42M-15,000
NVDANVIDIA CORPORATION COMcall19,300$2.59M-5,700
PLTRPALANTIR TECHNOLOGIES INC COMcall14,500$1.1M-5,500
AVGOBROADCOM INC COMcall500$116Knew

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRWDCROWDSTRIKE HLDGS INC3,000$1.15Mcall
BDJBLACKROCK ENHANCED EQUITY DI74,904$612Kshares
METAMETA PLATFORMS INC1,000$504Kcall
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC494$405Kshares
HUMHUMANA INC840$314Kshares
BKNGBOOKING HOLDINGS INC70$277Kshares
AFRMAFFIRM HLDGS INC9,083$274Kshares
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC300$246Kcall
APPAPPLOVIN CORP2,300$191Kshares
XBGYXBLACKROCK ENHANCED INTL DIV34,116$190Kshares
BLACKROCK INCBLACKROCK INC234$184Kshares
AXS SHORT INNOVATIONAXS SHORT INNOVATION5,500$168Kshares
FNCB BANCORP INCFNCB BANCORP INC16,929$114Kshares
ALABASTERA LABS INC1,700$103Kcall
PROSHARES TRPROSHARES TR10,000$82.8Kshares
UPROPROSHARES TR1,000$76.8Kshares
LAM RESEARCH CORPLAM RESEARCH CORP50$53.2Kshares
FASDIREXION SHARES ETF TRUST500$50.5Kshares
FCXFREEPORT MCMORAN INC920$44.7Kshares
IVVISHARES TR76$41.6Kshares
VWOVANGUARD INTL EQUITY INDEX F824$36.1Kshares
MORPHIC HLDG INCMORPHIC HLDG INC1,000$34.1Kshares
GOOGALPHABET INC160$29.3Kshares
PLDPROLOGIS INC.200$22.5Kshares
IJRISHARES TR210$22.4Kshares
CTRACOTERRA ENERGY INC734$19.6Kshares
RRCRANGE RES CORP500$16.8Kshares
IVOGVANGUARD ADMIRAL FDS INC150$16.4Kshares
XLESELECT SECTOR SPDR TR145$13.2Kshares
CRMSALESFORCE INC45$11.6Kshares
SANASANA BIOTECHNOLOGY INC2,000$10.9Kshares
NOBLPROSHARES TR112$10.8Kshares
BHVNBIOHAVEN LTD300$10.4Kshares
FFORD MTR CO784$9.83Kshares
DRLLEA SERIES TRUST325$9.73Kshares
ARCH RESOURCES INCARCH RESOURCES INC63$9.59Kshares
QXOQXO INC125$8.97Kshares
INDAISHARES TR150$8.37Kshares
GCOWPACER FDS TR237$7.99Kshares
CRSPCRISPR THERAPEUTICS AG130$7.02Kshares
AXPAMERICAN EXPRESS CO30$6.95Kshares
AIC3 AI INC235$6.81Kshares
WTAIWISDOMTREE TR300$6.27Kshares
COWZPACER FDS TR115$6.27Kshares
UPSUNITED PARCEL SVCS INC45$6.16Kshares
JRINUVEEN REAL ASSET INCOME & G504$6.13Kshares
BHPBHP BILLITON LIMITED100$5.71Kshares
SMDVPROSHARES TR88$5.47Kshares
EZUISHARES INC109$5.32Kshares
CALFPACER FDS TR120$5.23Kshares
SGOVISHARES TR44$4.43Kshares
CCJCAMECO CORP70$3.44Kshares
ASNDASCENDIS PHARMA A/S24$3.27Kshares
PRPERMIAN RESOURCES CORP200$3.23Kshares
DJTTRUMP MEDIA & TECHNOLOGY GRO96$3.14Kshares
HYPRHYPERFINE INC3,000$2.55Kshares
PMPHILIP MORRIS INTL INC25$2.53Kshares
APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD32$2.25Kshares
RFREGIONS FINANCIAL CORP NEW106$2.12Kshares
VXUSVANGUARD STAR FDS33$1.99Kshares
TYGTORTOISE ENERGY INFRSTRCTR C55$1.92Kshares
SCHASCHWAB STRATEGIC TR40$1.9Kshares
PROSHARES TR IIPROSHARES TR II120$1.88Kshares
PERFICIENT INCPERFICIENT INC25$1.87Kshares
CFGCITIZENS FINL GROUP INC50$1.8Kshares
VVISA INC6$1.57Kshares
GAPGAP INC65$1.55Kshares
ALKALASKA AIR GROUP INC38$1.54Kshares
UNHUNITEDHEALTH GROUP INC3$1.53Kshares
LINLINDE PLC3$1.32Kshares
AMPAMERIPRISE FINL INC3$1.28Kshares
BABAALIBABA GROUP HLDG LTD17$1.22Kshares
INDSPACER FDS TR32$1.21Kshares
LUVSOUTHWEST AIRLS CO40$1.15Kshares
CMACOMERICA INC21$1.07Kshares
LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC700$1.04Kshares
AMEAMETEK INC5$834shares
FAFFIRST AMERN FINL CORP15$810shares
TMCTMC THE METALS COMPANY INC600$810shares
STZCONSTELLATION BRANDS INC3$772shares
KODKEASTMAN KODAK CO140$754shares
EFCELLINGTON FINANCIAL INC60$725shares
UNPUNION PAC CORP3$679shares
YUMYUM BRANDS INC5$663shares
ZMZOOM COMMUNICATIONS INC10$592shares
PKGPACKAGING CORP AMER3$548shares
OUTSET MEDICAL INCOUTSET MEDICAL INC140$539shares
WABWABTEC3$475shares
EXREXTRA SPACE STORAGE INC3$467shares
SQMSOCIEDAD QUIMICA Y MINERA DE11$449shares
TRVTRAVELERS COMPANIES INC2$407shares
GINKGO BIOWORKS HOLDINGS INCGINKGO BIOWORKS HOLDINGS INC1,000$335shares
RIOTRIOT PLATFORMS INC30$275shares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC13$158shares
GILDGILEAD SCIENCES INC2$138shares
GAMRAMPLIFY ETF TR2$124shares
BYNDBEYOND MEAT INC17$115shares
MMATQMETA MATLS INC COM NEW11$34shares
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP2$19shares
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP2$18shares
ZOMDFZOMEDICA CORP COM (CANADA)40$6shares
PHUNPHUNWARE INC1$6shares
CXAICXAPP INC2$5shares
XTI Aerospace Inc OLDXTI Aerospace Inc OLD1$1shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001799544-25-000001 base2025-02-12acceptance time not in the bulk data set