HI
| |
HOEY INVESTMENTS, INC13F | |
| HOEY INVESTMENTS, INC | |
| Last update 2025-07-15 | 412 Stocks (50 new) |
| Value $682.00 Mil | Turnover 5 % |
HOEY INVESTMENTS, INC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 1,351,175 | 213,472.1 | +1.30% | 31.290 | +0.40% | 0.010 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AMZN | Amazon.com Inc | 601,962 | 132,064.4 | +2.80% | 19.360 | +0.53% | 0.010 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
META | Meta Platforms Inc | 133,964 | 98,877.1 | +8.32% | 14.490 | +1.11% | 0.010 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
MSFT | Microsoft Corp | 120,829 | 60,101.5 | +6.97% | 8.810 | +0.57% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
PLTR | Palantir Technologies Inc | 137,400 | 18,730.4 | -1.86% | 2.750 | -0.04% | 0.010 | +53.37% | +104.46% | 364,913.3 | Software | |
AAPL | Apple Inc | 73,811 | 15,143.9 | -14.88% | 2.220 | -0.56% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
AVGO | Broadcom Inc | 49,511 | 13,647.7 | -6.61% | 2.000 | -0.11% | 0.000 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
WFC | Wells Fargo & Co | 143,958 | 11,533.9 | -5.43% | 1.690 | -0.12% | 0.000 | +23.87% | +20.41% | 269,544.8 | Banks | |
NVDA
CALL
| NVIDIA Corp | 56,800 | 8,973.8 | 0% | 1.320 | 0% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
JPM | JPMorgan Chase & Co | 30,331 | 8,793.3 | -8.58% | 1.290 | -0.14% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks |
HOEY INVESTMENTS, INC's Historical Top Holdings Breakdowns
HOEY INVESTMENTS, INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 2025-06-30 | Add Add | +1.11% | 484.66 ($617.26) 738.09 | $713.58 | 15.60% | Add 8.32% | 133,964 | 10,290 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.57% | 354.56 ($433.34) 497.45 | $505.87 | 16.74% | Add 6.97% | 120,829 | 7,869 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.56% | 172.42 ($202.27) 223.89 | $214.15 | 5.87% | Reduce -14.88% | 73,811 | -12,898 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +0.53% | 167.32 ($197.77) 223.3 | $228.29 | 15.43% | Add 2.8% | 601,962 | 16,373 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +0.40% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | Add 1.3% | 1,351,175 | 17,306 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +0.39% | 483.48 ($508.26) 539.8 | $482.63 | -5.04% | Add 101.26% | 10,838 | 5,453 | |
CRWV | CoreWeave Inc | 2025-06-30 | New Buy New Buy | +0.25% | 35.42 ($91.32) 183.58 | $126.05 | 38.03% | New holding | 10,375 | 10,375 | |
ARM | ARM Holdings PLC | 2025-06-30 | Add Add | +0.22% | 85.82 ($123.85) 165.46 | $159.28 | 28.61% | Add 159.27% | 15,206 | 9,341 | |
MS | Morgan Stanley | 2025-06-30 | Add Add | +0.18% | 99.83 ($122.73) 140.86 | $142.21 | 15.87% | Add 32.34% | 36,065 | 8,814 | |
MU | Micron Technology Inc | 2025-06-30 | Sold Out Sold Out | -0.16% | 64.72 ($93.31) 127.91 | $109.83 | 17.70% | Sold Out | 0 | -9,311 |
HOEY INVESTMENTS, INC Total Holding History ($B)
HOEY INVESTMENTS, INC's Asset Allocation
HOEY INVESTMENTS, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HOEY INVESTMENTS, INC's Hypothetical Growth since 2025-06-30
HOEY INVESTMENTS, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HOEY INVESTMENTS, INC's Holdings Heat Map
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HOEY INVESTMENTS, INC's Holdings Bubble Chart
HOEY INVESTMENTS, INC News
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