HOEY INVESTMENTS, INC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$682.3M
Holdings
404
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (404 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GQ9SPDR GOLD TR | 320 | $97K | 0.01% | |
| 102 | MDTMEDTRONIC PLC | 1,112 | $96K | 0.01% | |
| 103 | IVWISHARES TR | 865 | $95K | 0.01% | |
| 104 | VWOVANGUARD INTL EQUITY INDEX F | 1,839 | $90K | 0.01% | |
| 105 | NEENEXTERA ENERGY INC | 1,310 | $90K | 0.01% | |
| 106 | SPYSPDR S&P 500 ETF TR | 145 | $89K | 0.01% | |
| 107 | KGCKINROSS GOLD CORP | 5,625 | $87K | 0.01% | |
| 108 | ITWILLINOIS TOOL WKS INC | 350 | $86K | 0.01% | |
| 109 | EPDENTERPRISE PRODS PARTNERS L | 2,750 | $85K | 0.01% | |
| 110 | UNMUNUM GROUP | 1,050 | $84K | 0.01% | |
| 111 | DYHTARGET CORP | 849 | $83K | 0.01% | |
| 112 | GLWCORNING INC | 1,550 | $81K | 0.01% | |
| 113 | LLYELI LILLY & CO | 105 | $81K | 0.01% | |
| 114 | AMATAPPLIED MATLS INC | 446 | $81K | 0.01% | |
| 115 | IEMGISHARES INC | 1,336 | $80K | 0.01% | |
| 116 | EDGGOLD FIELDS LTD | 3,350 | $79K | 0.01% | |
| 117 | QUALISHARES TR | 434 | $79K | 0.01% | |
| 118 | DISDISNEY WALT CO | 636 | $78K | 0.01% | |
| 119 | VUGVANGUARD INDEX FDS | 177 | $77K | 0.01% | |
| 120 | BITUPROSHARES TR | 1,500 | $77K | 0.01% | |
| 121 | TRVCCITIGROUP INC | 904 | $76K | 0.01% | |
| 122 | NSCNORFOLK SOUTHN CORP | 297 | $76K | 0.01% | |
| 123 | WTVWISDOMTREE TR | 870 | $75K | 0.01% | |
| 124 | XMMOINVESCO EXCHANGE TRADED FD T | 580 | $74K | 0.01% | |
| 125 | EFVISHARES TR | 1,173 | $74K | 0.01% | |
| 126 | XSMOINVESCO EXCHANGE TRADED FD T | 1,080 | $73K | 0.01% | |
| 127 | ADBEADOBE INC | 189 | $73K | 0.01% | |
| 128 | EFGISHARES TR | 639 | $71K | 0.01% | |
| 129 | LYFTLYFT INC | 4,500 | $70K | 0.01% | |
| 130 | SHOPSHOPIFY INC | 580 | $66K | 0.01% | |
| 131 | CDNSCADENCE DESIGN SYSTEM INC | 210 | $64K | 0.01% | |
| 132 | FNDXSCHWAB STRATEGIC TR | 2,586 | $63K | 0.01% | |
| 133 | COPCONOCOPHILLIPS | 712 | $63K | 0.01% | |
| 134 | DVNDEVON ENERGY CORP NEW | 1,943 | $61K | 0.01% | |
| 135 | SCHXSCHWAB STRATEGIC TR | 2,509 | $61K | 0.01% | |
| 136 | SPGSIMON PPTY GROUP INC NEW | 375 | $60K | 0.01% | |
| 137 | VOVANGUARD INDEX FDS | 216 | $60K | 0.01% | |
| 138 | TDSTELEPHONE & DATA SYS INC | 1,668 | $59K | 0.01% | |
| 139 | WPMWHEATON PRECIOUS METALS CORP | 650 | $58K | 0.01% | |
| 140 | VEAVANGUARD TAX-MANAGED FDS | 995 | $56K | 0.01% | |
| 141 | WPCWP CAREY INC | 887 | $55K | 0.01% | |
| 142 | FNDFSCHWAB STRATEGIC TR | 1,302 | $52K | 0.01% | |
| 143 | BABAALIBABA GROUP HLDG LTD | 425 | $48K | 0.01% | |
| 144 | KMBKIMBERLY-CLARK CORP | 375 | $48K | 0.01% | |
| 145 | AEPAMERICAN ELEC PWR CO INC | 460 | $47K | 0.01% | |
| 146 | JNKSPDR SERIES TRUST | 482 | $46K | 0.01% | |
| 147 | FNDESCHWAB STRATEGIC TR | 1,422 | $46K | 0.01% | |
| 148 | SCHISCHWAB STRATEGIC TR | 2,040 | $46K | 0.01% | |
| 149 | PPGPPG INDS INC | 400 | $45K | 0.01% | |
| 150 | WECWEC ENERGY GROUP INC | 423 | $44K | 0.01% | |
| 151 | AQLTISHARES TR | 528 | $44K | 0.01% | |
| 152 | FNDASCHWAB STRATEGIC TR | 1,504 | $43K | 0.01% | |
| 153 | IYWISHARES TR | 250 | $43K | 0.01% | |
| 154 | QLYSQUALYS INC | 300 | $42K | 0.01% | |
| 155 | PDTHANCOCK JOHN PREM DIVID FD | 3,207 | $42K | 0.01% | |
| 156 | NTAPNETAPP INC | 400 | $42K | 0.01% | |
| 157 | BDNBRANDYWINE RLTY TR | 10,000 | $42K | 0.01% | |
| 158 | EMNEASTMAN CHEM CO | 562 | $41K | 0.01% | |
| 159 | CVSCVS HEALTH CORP | 600 | $41K | 0.01% | |
| 160 | STZCONSTELLATION BRANDS INC | 247 | $40K | 0.01% | |
| 161 | SMBSSCHWAB STRATEGIC TR | 1,557 | $39K | 0.01% | |
| 162 | AGQPROSHARES TR | 2,000 | $39K | 0.01% | |
| 163 | DUKDUKE ENERGY CORP NEW | 330 | $38K | 0.01% | |
| 164 | AWCAMERICAN WTR WKS CO INC NEW | 275 | $38K | 0.01% | |
| 165 | ABTABBOTT LABS | 280 | $38K | 0.01% | |
| 166 | KRKROGER CO | 506 | $36K | 0.01% | |
| 167 | SCHRSCHWAB STRATEGIC TR | 1,463 | $36K | 0.01% | |
| 168 | PVHPVH CORPORATION | 524 | $35K | 0.01% | |
| 169 | APPAPPLOVIN CORP | 100 | $35K | 0.01% | |
| 170 | SCHESCHWAB STRATEGIC TR | 1,100 | $33K | 0.00% | |
| 171 | SIVRABRDN SILVER ETF TRUST | 960 | $33K | 0.00% | |
| 172 | VICIVICI PPTYS INC | 1,000 | $32K | 0.00% | |
| 173 | QFINQIFU TECHNOLOGY INC | 750 | $32K | 0.00% | |
| 174 | SANASANA BIOTECHNOLOGY INC | 12,000 | $32K | 0.00% | |
| 175 | BKBANK NEW YORK MELLON CORP | 350 | $31K | 0.00% | |
| 176 | OREALTY INCOME CORP | 544 | $31K | 0.00% | |
| 177 | SCHASCHWAB STRATEGIC TR | 1,157 | $29K | 0.00% | |
| 178 | IBBISHARES TR | 235 | $29K | 0.00% | |
| 179 | ABGCENCORA INC | 100 | $29K | 0.00% | |
| 180 | IJRISHARES TR | 264 | $28K | 0.00% | |
| 181 | ORCLORACLE CORP | 129 | $28K | 0.00% | |
| 182 | GDXVANECK ETF TRUST | 513 | $26K | 0.00% | |
| 183 | VLOVALERO ENERGY CORP | 191 | $25K | 0.00% | |
| 184 | PCHPOTLATCHDELTIC CORPORATION | 622 | $23K | 0.00% | |
| 185 | INTCINTEL CORP | 1,008 | $22K | 0.00% | |
| 186 | METUDIREXION SHS ETF TR | 500 | $22K | 0.00% | |
| 187 | VLTOVERALTO CORP | 227 | $22K | 0.00% | |
| 188 | VTIVANGUARD INDEX FDS | 73 | $22K | 0.00% | |
| 189 | BHBIGLARI HLDGS INC | 72 | $21K | 0.00% | |
| 190 | PSXPHILLIPS 66 | 184 | $21K | 0.00% | |
| 191 | ABNBAIRBNB INC | 165 | $21K | 0.00% | |
| 192 | MCKMCKESSON CORP | 30 | $21K | 0.00% | |
| 193 | GBTCGRAYSCALE BITCOIN TRUST ETF | 250 | $21K | 0.00% | |
| 194 | CSLCARLISLE COS INC | 58 | $21K | 0.00% | |
| 195 | USALIBERTY ALL STAR EQUITY FD | 3,053 | $20K | 0.00% | |
| 196 | YINNDIREXION SHS ETF TR | 500 | $20K | 0.00% | |
| 197 | TXNTEXAS INSTRS INC | 100 | $20K | 0.00% | |
| 198 | SCHCSCHWAB STRATEGIC TR | 450 | $19K | 0.00% | |
| 199 | MMM3M CO | 128 | $19K | 0.00% | |
| 200 | ETJEATON VANCE RISK-MANAGED DIV | 2,000 | $18K | 0.00% |