Hoey Investments, Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 369Value: $103.8MLatest: 2025Q1

HOEY INVESTMENTS, INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 369 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ALAB",
  "JAZZ",
  "GDX",
  null,
  "NLY",
  null,
  "ARW",
  null,
  "DNB",
  "LYFT",
  null,
  "SPR",
  "ARM",
  "MU",
  null,
  "FNDF",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "ALL",
  "GOOGL",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "ENR",
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  "DNA",
  "BLW",
  "COF",
  "CMI",
  "LEG",
  "LMND",
  "USA",
  "DUK",
  "DEA",
  "ETJ",
  "PTY",
  "ROKU",
  "EBAY",
  "RXRX",
  "QS",
  "PLL",
  "SERV",
  "TDS",
  null,
  null,
  "ALLO",
  "AIM",
  "HON",
  "BLDP",
  "HD",
  "HPQ",
  "CRVO",
  "AZN",
  "MCD",
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  "HSBC",
  "PDT",
  null,
  "HMC",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "LPSN",
  "MNKD",
  "HEFA",
  null,
  "IVW",
  null,
  "PFIS",
  null,
  null,
  null,
  "TMCI",
  null,
  "LAC.TO",
  "IOVA",
  null,
  null,
  null,
  null,
  null,
  "KGC",
  "KMI",
  "LRCX",
  null,
  null,
  null,
  "JHI",
  "TLRY",
  "MRVL",
  "MA",
  null,
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "ENPH",
  "EQT",
  "FCNCA",
  null,
  null,
  "FIS",
  "FTV",
  "GE",
  "NTRS",
  null,
  "ODFL",
  null,
  "EMN",
  "HSY",
  "DG",
  "IJR",
  "EFG",
  "KKR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  null,
  "EEM",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PGR",
  "IEMG",
  null,
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MGA",
  "AMGN",
  "MSTR",
  "PPG",
  null,
  "ROK",
  "IEFA",
  "SCHX",
  "NOW",
  "SHOP",
  "SPG",
  "O",
  "ROST",
  "RTX",
  "SPDW",
  "GLD",
  "BP",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TKO",
  "TXN",
  "TGT",
  "TMO",
  "TDG",
  "UBER",
  "UL",
  "UNM",
  "BIV",
  "VNQ",
  "VO",
  "LAZR",
  "PCH",
  "VXF",
  "SLQT",
  "SCHW",
  "MNST",
  "SIVR",
  "VCIT",
  null,
  "VIG",
  "AGD",
  "TSCO",
  "BTCS",
  "SRM",
  "WY",
  "SNY",
  "TSM",
  "GSK",
  null,
  "GFI",
  null,
  "DD",
  "VRTX",
  null,
  "EA",
  "QLYS",
  "PVH",
  "VOYA",
  "GM",
  "APTV",
  "AMD",
  "VFC",
  "FI",
  "IP",
  "DLTR",
  "AEP",
  "COFS",
  "DYAI",
  "FTRE",
  null,
  null,
  "IFF",
  null,
  "UA",
  "NVO",
  "AMZN",
  "SCHB",
  "HCA",
  "PLUG",
  "HOG",
  null,
  null,
  "KD",
  null,
  null,
  null,
  "RGA",
  "VUG",
  "VEA",
  "VGK",
  "VNQI",
  null,
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "WBD",
  null,
  "WMT",
  "WFC",
  "WPM",
  null,
  "WPC",
  "IUSG",
  "SOLV",
  "FOXA",
  "ET",
  "SCHG",
  "SCHF",
  "LVS",
  "EIX",
  "NSC",
  "LUMN",
  "LH",
  null,
  "PPL",
  "OTIS",
  "PSX",
  "TWST",
  "SCI",
  "ORI",
  "SEE",
  null,
  "GEV",
  "DGRO",
  "MCK",
  "NTAP",
  "PZZA",
  "NUE",
  "KMB",
  "LULU",
  "ADP",
  "AVTR",
  "AXTA",
  "BAC",
  "BBWI",
  "BRK-B",
  "BH",
  "BBY",
  "BE",
  "BA",
  null,
  "BMY",
  "BDN",
  "CDNS",
  "CCL",
  "CSL",
  "CBRE",
  "CVX",
  "LNG",
  "CIEN",
  "CSCO",
  "C",
  "KO",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "CMC",
  "COP",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CRSP",
  "CRWD",
  "CVS",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "RSP",
  "ADI",
  "VOD",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "AWK",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 369
Total Value: 103789190
Accession Number: 0001799544-25-000002
Form Type: 13F-HR
CIK: hoey-investments
Manager Name: Hoey-Investments

Data Enrichment

83% identified

306 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

369 positions • $103.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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Page 1 of 19

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Apple Inc.

AAPL|037833100

Shares:86.7K

Value:$19.3M

% of Portfolio:18.6% ($19.3M/$103.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:33.2K

Value:$8.1M

% of Portfolio:7.8% ($8.1M/$103.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:29.3K

Value:$5.9M

% of Portfolio:5.6% ($5.9M/$103.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:139.3K

Value:$5.8M

% of Portfolio:5.6% ($5.8M/$103.8M)

Walmart Inc.

WMT|931142103

Shares:60.6K

Value:$5.3M

% of Portfolio:5.1% ($5.3M/$103.8M)

Uber Technologies, Inc

UBER|90353T100

Shares:69.0K

Value:$5.0M

% of Portfolio:4.8% ($5.0M/$103.8M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$4.7M

% of Portfolio:4.5% ($4.7M/$103.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.4K

Value:$2.9M

% of Portfolio:2.8% ($2.9M/$103.8M)

ServiceNow, Inc.

NOW|81762P102

Shares:3.0K

Value:$2.4M

% of Portfolio:2.3% ($2.4M/$103.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:9.5K

Value:$2.2M

% of Portfolio:2.1% ($2.2M/$103.8M)

AMGEN INC

AMGN|031162100

Shares:7.0K

Value:$2.2M

% of Portfolio:2.1% ($2.2M/$103.8M)

GE Vernova Inc.

GEV|36828A101

Shares:6.8K

Value:$2.1M

% of Portfolio:2.0% ($2.1M/$103.8M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$103.8M)

38747R827

Shares:35.8K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$103.8M)

COMMERCIAL METALS Co

CMC|201723103

Shares:25.8K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$103.8M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:9.9K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$103.8M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:36.4K

Value:$1.0M

% of Portfolio:1.0% ($1.0M/$103.8M)

RTX Corp

RTX|75513E101

Shares:7.5K

Value:$986.8K

% of Portfolio:1.0% ($986.8K/$103.8M)

808524409

Shares:33.2K

Value:$881.6K

% of Portfolio:0.8% ($881.6K/$103.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.1K

Value:$852.7K

% of Portfolio:0.8% ($852.7K/$103.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	86.7K	QoQ -8.83% (-8.4K) YoY +0.43% (+379)	All Managers (Combined)	$19.3M	18.6% ($19.3M/$103.8M)	QoQ -19.12% (-$4.6M) YoY +30.10% (+$4.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	33.2K	QoQ -8.84% (-3.2K) YoY +48.26% (+10.8K)	All Managers (Combined)	$8.1M	7.8% ($8.1M/$103.8M)	QoQ -6.71% (-$585.9K) YoY +81.57% (+$3.7M)
GENERAL ELECTRIC CO(GEcusip369604301)	29.3K	QoQ -22.12% (-8.3K) YoY -5.17% (-1.6K)	All Managers (Combined)	$5.9M	5.6% ($5.9M/$103.8M)	QoQ -6.54% (-$410.1K) YoY +8.12% (-$440.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	139.3K	QoQ -12.88% (-20.6K) YoY -11.68% (-18.4K)	All Managers (Combined)	$5.8M	5.6% ($5.8M/$103.8M)	QoQ -17.28% (-$1.2M) YoY -2.80% (-$167.9K)
Walmart Inc.(WMTcusip931142103)	60.6K	QoQ +14.65% (+7.7K) YoY +126.19% (+33.8K)	All Managers (Combined)	$5.3M	5.1% ($5.3M/$103.8M)	QoQ +11.40% (+$544.4K) YoY +230.02% (+$3.7M)
Uber Technologies, Inc(UBERcusip90353T100)	69.0K	QoQ +137990.00% (+69.0K) YoY -3.36% (-2.4K)	All Managers (Combined)	$5.0M	4.8% ($5.0M/$103.8M)	QoQ +166697.71% (+$5.0M) YoY -8.54% (-$470.2K)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$4.7M	4.5% ($4.7M/$103.8M)	QoQ +10480.13% (+$4.6M) YoY -95.92% (-$109.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.4K	QoQ +73.37% (+2.3K) YoY +83.28% (+2.4K)	All Managers (Combined)	$2.9M	2.8% ($2.9M/$103.8M)	QoQ +103.70% (+$1.5M) YoY +132.13% (+$1.6M)
ServiceNow, Inc.(NOWcusip81762P102)	3.0K	QoQ -27.87% (-1.2K) YoY -9.98% (-335)	All Managers (Combined)	$2.4M	2.3% ($2.4M/$103.8M)	QoQ -45.83% (-$2.0M) YoY -6.00% (-$153.5K)
LOWES COMPANIES INC(LOWcusip548661107)	9.5K	QoQ -12.85% (-1.4K) YoY -33.77% (-4.9K)	All Managers (Combined)	$2.2M	2.1% ($2.2M/$103.8M)	QoQ -17.64% (-$476.3K) YoY -39.36% (-$1.4M)
AMGEN INC(AMGNcusip031162100)	7.0K	QoQ +31.74% (+1.7K) YoY -11.91% (-953)	All Managers (Combined)	$2.2M	2.1% ($2.2M/$103.8M)	QoQ +57.47% (+$801.3K) YoY -3.47% (-$79.1K)
GE Vernova Inc.(GEVcusip36828A101)	6.8K	QoQ -16.99% (-1.4K) YoY NEW(+6.8K)	All Managers (Combined)	$2.1M	2.0% ($2.1M/$103.8M)	QoQ -22.95% (-$619.6K) YoY NEW(+$2.1M)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$1.5M	1.4% ($1.5M/$103.8M)	QoQ +3342.04% (+$1.4M) YoY -98.49% (-$95.6M)
(cusip38747R827)✕	35.8K	QoQ +95.91% (+17.5K) YoY +140.37% (+20.9K)	All Managers (Combined)	$1.3M	1.3% ($1.3M/$103.8M)	QoQ +10.36% (+$125.6K) YoY +116.62% (+$719.9K)
COMMERCIAL METALS Co(CMCcusip201723103)	25.8K	QoQ +3.66% (-913) YoY +9.95% (-2.3K)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$103.8M)	QoQ -3.83% (-$47.4K) YoY -13.91% (-$192.0K)
EMERSON ELECTRIC CO(EMRcusip291011104)	9.9K	QoQ -8.40% (-913) YoY -25.76% (-3.5K)	All Managers (Combined)	$1.1M	1.1% ($1.1M/$103.8M)	QoQ -18.96% (-$255.3K) YoY -28.24% (-$429.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	36.4K	QoQ -1.19% (-439) YoY -31.85% (-17.0K)	All Managers (Combined)	$1.0M	1.0% ($1.0M/$103.8M)	QoQ +2.88% (-$29.1K) YoY +6.00% (-$58.8K)
RTX Corp(RTXcusip75513E101)	7.5K	QoQ +18.55% (+1.2K) YoY +28.55% (+1.7K)	All Managers (Combined)	$986.8K	1.0% ($986.8K/$103.8M)	QoQ +35.70% (+$259.6K) YoY +74.60% (+$421.6K)
(cusip808524409)✕	33.2K	QoQ -3.71% (-1.3K) YoY +209.42% (+22.4K)	All Managers (Combined)	$881.6K	0.8% ($881.6K/$103.8M)	QoQ -1.83% (-$16.4K) YoY +8.24% (+$67.1K)
AbbVie Inc.(ABBVcusip00287Y109)	4.1K	QoQ +3.82% (+150) YoY +20.69% (+698)	All Managers (Combined)	$852.7K	0.8% ($852.7K/$103.8M)	QoQ +22.41% (+$156.2K) YoY +38.87% (+$238.7K)