HOEY INVESTMENTS, INC
CIK: 0001799544SEC EDGAR →
Portfolio Value
$641K
Holdings
416
As of
Q4 2025
New Positions
27
Closed Positions
24
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVDACall NVIDIA CORPORATION | 1,351,914 | $252K | 39.31% |
| 2 | AMZNCall AMAZON COM INC | 610,372 | $141K | 21.96% |
| 3 | MICROSOFT CORP | 121,165 | $59K | 9.13% |
| 4 | PLTRCall PALANTIR TECHNOLOGIES INC | 151,744 | $27K | 4.20% |
| 5 | APPLE INC | 75,895 | $21K | 3.22% |
| 6 | AVGOCall BROADCOM INC | 55,457 | $19K | 2.99% |
| 7 | WELLS FARGO CO NEW | 142,192 | $13K | 2.07% |
| 8 | GE AEROSPACE | 34,117 | $11K | 1.64% |
| 9 | JPMORGAN CHASE & CO. | 31,581 | $10K | 1.59% |
| 10 | GOOGLCall ALPHABET INC | 28,190 | $9K | 1.38% |
Quarterly Changes
New Positions (36)
$9K · 28K shares
$2K · 4K shares
$228 · 3K shares
$162 · 1K shares
$32 · 475 shares
$26 · 549 shares
$25 · 1K shares
$25 · 204 shares
$18 · 250 shares
$17 · 244 shares
$16 · 200 shares
$15 · 516 shares
$15 · 105 shares
$11 · 416 shares
$11 · 348 shares
$10 · 128 shares
$7 · 120 shares
$7 · 124 shares
$7 · 795 shares
$6 · 175 shares
$5 · 112 shares
$5 · 196 shares
$5 · 56 shares
$5 · 136 shares
$4 · 56 shares
$4 · 164 shares
$4 · 172 shares
$3 · 70 shares
$3 · 50 shares
$3 · 108 shares
$2 · 116 shares
$2 · 45 shares
$2 · 16 shares
$1 · 10 shares
$0 · 10 shares
$0 · 110 shares
Closed Positions (27)
$5K · 19K shares
$1K · 3K shares
$459 · 3K shares
$84 · 177 shares
$83 · 136 shares
$79 · 1K shares
$79 · 870 shares
$78 · 580 shares
$59 · 995 shares
$46 · 375 shares
$30 · 2K shares
$27 · 500 shares
$21 · 750 shares
$13 · 8K shares
$11 · 300 shares
$8 · 516 shares
$5 · 147 shares
$4 · 80 shares
$3 · 52 shares
$2 · 51 shares
$1 · 160 shares
$1 · 10 shares
$0 · 46 shares
$0 · 300 shares
$0 · 10 shares
$0 · 500 shares
$0 · 28 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 62 | $394K | 61.4% |
| Consumer Cyclical | 33 | $147K | 22.9% |
| Financial Services | 131 | $45K | 7.0% |
| Industrials | 29 | $17K | 2.7% |
| Communication Services | 19 | $10K | 1.6% |
| Unknown | 23 | $10K | 1.6% |
| Consumer Defensive | 17 | $7K | 1.1% |
| Healthcare | 46 | $5K | 0.8% |
| Basic Materials | 24 | $4K | 0.6% |
| Energy | 13 | $2K | 0.3% |
| Utilities | 9 | $643 | 0.1% |
| Real Estate | 10 | $316 | 0.0% |