HOEY INVESTMENTS, INC
CIK: 0001799544SEC EDGAR →
Portfolio Value
$751.1M
Holdings
416
As of
Q4 2025
New Positions
27
Closed Positions
24
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVDACall NVIDIA CORPORATION | 1,351,914 | $252.1M | 33.57% |
| 2 | AMZNCall AMAZON COM INC | 610,372 | $140.9M | 18.76% |
| 3 | METACall META PLATFORMS INC | 133,420 | $88.1M | 11.73% |
| 4 | MICROSOFT CORP | 121,165 | $58.6M | 7.80% |
| 5 | PLTRCall PALANTIR TECHNOLOGIES INC | 151,744 | $27.0M | 3.59% |
| 6 | APPLE INC | 75,895 | $20.6M | 2.75% |
| 7 | AVGOCall BROADCOM INC | 55,457 | $19.2M | 2.56% |
| 8 | WELLS FARGO CO NEW | 142,192 | $13.3M | 1.76% |
| 9 | GE AEROSPACE | 34,117 | $10.5M | 1.40% |
| 10 | JPMORGAN CHASE & CO. | 31,581 | $10.2M | 1.35% |
Quarterly Changes
New Positions (36)
$8.8M · 28K shares
$1.6M · 4K shares
$228K · 3K shares
$162K · 1K shares
$32K · 475 shares
$26K · 549 shares
$25K · 204 shares
$25K · 1K shares
$18K · 250 shares
$17K · 244 shares
$16K · 200 shares
$15K · 105 shares
$15K · 516 shares
$11K · 416 shares
$11K · 348 shares
$10K · 128 shares
$7K · 124 shares
$7K · 795 shares
$7K · 120 shares
$6K · 175 shares
$5K · 56 shares
$5K · 136 shares
$5K · 196 shares
$5K · 112 shares
$4K · 56 shares
$4K · 172 shares
$4K · 164 shares
$3K · 50 shares
$3K · 108 shares
$3K · 70 shares
$2K · 116 shares
$2K · 16 shares
$2K · 45 shares
$1K · 10 shares
$0 · 110 shares
$0 · 10 shares
Closed Positions (27)
$4.7M · 19K shares
$1.2M · 3K shares
$459K · 3K shares
$84K · 177 shares
$83K · 136 shares
$79K · 870 shares
$79K · 1K shares
$78K · 580 shares
$59K · 995 shares
$46K · 375 shares
$30K · 2K shares
$27K · 500 shares
$21K · 750 shares
$13K · 8K shares
$11K · 300 shares
$8K · 516 shares
$5K · 147 shares
$4K · 80 shares
$3K · 52 shares
$2K · 51 shares
$1K · 160 shares
$1K · 10 shares
$0 · 28 shares
$0 · 300 shares
$0 · 500 shares
$0 · 10 shares
$0 · 46 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 62 | $393.7M | 52.4% |
| Consumer Cyclical | 33 | $147.0M | 19.6% |
| Communication Services | 19 | $97.9M | 13.0% |
| Financial Services | 131 | $53.7M | 7.1% |
| Industrials | 29 | $18.7M | 2.5% |
| Unknown | 23 | $15.4M | 2.0% |
| Consumer Defensive | 17 | $6.8M | 0.9% |
| Utilities | 9 | $6.6M | 0.9% |
| Healthcare | 46 | $5.1M | 0.7% |
| Basic Materials | 24 | $3.9M | 0.5% |
| Energy | 13 | $2.0M | 0.3% |
| Real Estate | 10 | $316K | 0.0% |