Hoey Investments, Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Hoey Investments, Inc

CIK Number: 0001799544

682.27M
Market Value
357
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 16, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
181.60
-0.09% 1.33M -1.3% 144.56M 33.61 28.23% Share
2 AMZN Amazon.com, Inc...
229.12
+0.18% 585.59K -1.1% 111.41M 137.31 21.76% Share
3 META Meta Platforms,...
747.38
-0.89% 123.67K +3.55% 71.28M 414.33 13.92% Share
4 MSFT Microsoft Corpo...
506.74
+0.94% 112.96K -16.03% 42.4M 217.49 8.28% Share
5 AAPL Apple Inc.
230.49
+0.51% 86.71K -8.83% 19.26M 127.65 3.76% Share
6 PLTR Palantir Techno...
156.73
-2.58% 140.01K -20.75% 11.82M 72.55 2.31% Share
7 WFC Wells Fargo & C...
82.51
+1.23% 152.23K -6.73% 10.93M 48.35 2.13% Share
8 AVGO Broadcom Inc.
300.25
+0.75% 53.02K +20.98% 8.88M 211.15 1.73% Share
9 JPM JPMorgan Chase ...
299.35
+0.26% 33.18K -8.84% 8.14M 179.22 1.59% Share
10 GE GE Aerospace
273.44
-0.18% 29.25K -22.12% 5.85M 108.23 1.14% Share
11 BAC Bank of America...
50.38
+0.27% 139.29K -12.89% 5.81M 34.43 1.14% Share
12 WMT Walmart Inc.
96.08
+0.03% 60.57K +14.65% 5.32M 68.64 1.04% Share
13 UBER Uber Technologi...
95.37
-1.2% 69.05K +4.20% 5.03M 46.06 0.98% Share
14 GS The Goldman Sac...
749.64
+0.09% 7.05K -22.09% 3.85M 529.05 0.75% Share
15 MS Morgan Stanley
149.38
+0.28% 27.25K -11.98% 3.18M 97.29 0.62% Share
16 BRK-B Berkshire Hatha...
495.64
+0.70% 5.38K +73.37% 2.87M 444.29 0.56% Share
17 NOW ServiceNow, Inc...
888.24
+2.73% 3.02K -27.87% 2.4M 714.33 0.47% Share
18 LOW Lowe's Companie...
258.52
+0.07% 9.53K -12.86% 2.22M 181.96 0.43% Share
19 AMGN Amgen Inc.
287.97
-0.56% 7.05K +31.74% 2.2M 288.76 0.43% Share
20 GEV GE Vernova Inc.
622.58
-0.53% 6.81K -16.99% 2.08M 167.68 0.41% Share
21 NVDL GraniteShares 2...
90.55
-0.18% 35.75K +95.92% 1.34M 30.34 0.26% Share
22 CMC Commercial Meta...
56.99
-1.01% 25.81K +3.67% 1.19M 35.68 0.23% Share
23 EMR Emerson Electri...
133.45
+0.07% 9.95K -8.41% 1.09M 82.39 0.21% Share
24 KMI Kinder Morgan, ...
26.84
+0.81% 36.41K -1.19% 1.04M 16.1 0.20% Share
25 RTX RTX Corporation
159.86
+0.18% 7.45K +18.56% 986.83K 82.84 0.19% Share
26 SCHV Schwab U.S. Lar...
28.76
+0.28% 33.17K -3.71% 881.57K 23.78 0.17% Share
27 ABBV AbbVie Inc.
208.10
-0.12% 4.07K +3.83% 852.75K 149.32 0.17% Share
28 LMT Lockheed Martin...
454.31
-0.25% 1.84K -20.05% 822.84K 405.6 0.16% Share
29 MU Micron Technolo...
117.75
+1.07% 9.31K +22.61K% 809.03K 87.02 0.16% Share
30 PEP PepsiCo, Inc.
147.65
+0.44% 4.77K -11.27% 715.36K 141.17 0.14% Share
31 SLV iShares Silver ...
34.99
-0.09% 22.63K +36.08% 701.34K 26.22 0.14% Share
32 VIG Vanguard Divide...
211.25
+0.25% 3.38K +0.51% 654.89K 170.86 0.13% Share
33 ARM Arm Holdings pl...
140.66
+0.29% 5.87K +802.31% 626.32K 108.13 0.12% Share
34 ADP Automatic Data ...
303.09
-0.12% 2K 0.00% 611.06K 170.5 0.12% Share
35 BA The Boeing Comp...
235.57
+0.32% 3.31K +116.47% 564.86K 181.8 0.11% Share
36 TSLA Tesla, Inc.
349.60
-0.59% 2.15K +131.04% 557.45K 256.27 0.11% Share
37 SCHG Schwab U.S. Lar...
30.66
+0.21% 21.86K -0.33% 547.44K 21.7 0.11% Share
38 GSK GSK plc
39.95
+0.29% 13.38K 0.00% 518.3K 33.82 0.10% Share
39 DD DuPont de Nemou...
77.84
+0.70% 6.71K -4.33% 501.25K 51.67 0.10% Share
40 IBM International B...
244.84
+0.91% 1.93K 0.00% 478.92K 172.74 0.09% Share
41 ZTS Zoetis Inc.
155.41
+0.40% 2.83K -8.79% 466.45K 150.59 0.09% Share
42 HON Honeywell Inter...
221.25
-0.59% 2.2K 0.00% 465.85K 191.76 0.09% Share
43 TMO Thermo Fisher S...
488.13
-0.07% 917 -5.46% 456.3K 520.94 0.09% Share
44 JNJ Johnson & Johns...
176.62
+0.07% 2.75K +13.80% 455.4K 147.29 0.09% Share
45 AMZU Direxion Daily ...
38.69
+0.26% 15.18K -45.35% 454.82K 28.15 0.09% Share
46 NOC Northrop Grumma...
586.67
-1.07% 884 -20.65% 452.62K 445.55 0.09% Share
47 CMI Cummins Inc.
401.39
+0.74% 1.4K -1.89% 439.76K 338.95 0.09% Share
48 MSTR MicroStrategy I...
342.06
-2.65% 1.5K 0.00% 432.4K 271.62 0.08% Share
49 ROK Rockwell Automa...
349.08
-1.85% 1.67K -4.19% 431.75K 215.11 0.08% Share
50 SOXL Direxion Daily ...
28.14
+0.72% 25.42K -12.29% 405.42K 14.88 0.08% Share
51 ALL The Allstate Co...
203.87
+0.34% 1.93K -9.62% 398.82K 124.34 0.08% Share
52 IUSG iShares Core S&...
157.92
+0.16% 3K +100.00% 381.24K 127.08 0.07% Share
53 CAT Caterpillar Inc...
432.77
+0.35% 1.14K -47.88% 376.96K 297.52 0.07% Share
54 COST Costco Wholesal...
949.52
+0.87% 398 -47.14% 376.42K 588.37 0.07% Share
55 NLR VanEck Uranium+...
116.78
-1.97% 5.09K +146.14% 373.31K 76.53 0.07% Share
56 LULU Lululemon Athle...
205.57
+1.50% 1.31K -2.53% 370.81K 279.54 0.07% Share
57 CVX Chevron Corpora...
159.20
+1.17% 2.18K -5.84% 364.16K 147.36 0.07% Share
58 GM General Motors ...
58.75
-0.09% 7.22K -15.13% 339.7K 33.23 0.07% Share
59 MCD McDonald's Corp...
311.43
-0.48% 1.07K 0.00% 333.61K 196.52 0.07% Share
60 MA Mastercard Inco...
590.81
-0.14% 600 0.00% 328.87K 508.98 0.06% Share
61 BKNG Booking Holding...
5615.68
-1.58% 70 +100.00% 322.48K 4606.9 0.06% Share
62 XOM Exxon Mobil Cor...
112.73
+1.11% 2.57K -8.01% 306.13K 63.12 0.06% Share
63 ALAB Astera Labs, In...
179.20
+0.36% 5K +4.17% 298.35K 63.13 0.06% Share
64 BITO ProShares Bitco...
20.27
+0.87% 16.12K +22.86% 295.39K 21.95 0.06% Share
65 TSM Taiwan Semicond...
239.26
+0.23% 1.66K -5.69% 275.23K 172.27 0.05% Share
66 EEM iShares MSCI Em...
49.91
-0.61% 6.03K -21.99% 263.58K 38.51 0.05% Share
67 HD The Home Depot,...
408.24
+0.17% 708 +16.26% 259.48K 352.65 0.05% Share
68 IVV iShares Core S&...
649.90
+0.25% 460 +100.00% 258.47K 561.9 0.05% Share
69 PFE Pfizer Inc.
25.07
+0.58% 9.48K +0.56% 240.25K 34.42 0.05% Share
70 IBIT iShares Bitcoin...
63.65
+0.87% 5.09K +10.88% 238.5K 47.1 0.05% Share
71 COFS ChoiceOne Finan...
31.17
+0.48% 8.23K +100.00% 236.92K 28.77 0.05% Share
72 NFLX Netflix, Inc.
1223.50
-0.21% 239 -86.26% 222.88K 606.32 0.04% Share
73 VOO Vanguard S&P 50...
594.62
+0.26% 384 +12.7K% 197.34K 514.1 0.04% Share
74 LNG Cheniere Energy...
241.63
+0.02% 850 -15% 196.69K 208.5 0.04% Share
75 GOOGL Alphabet Inc.
207.48
+0.16% 1.27K -24.52% 196.08K 182.73 0.04% Share
76 BLK BlackRock, Inc.
1131.64
-0.72% 204 -3.77% 193.08K 1025.11 0.04% Share
77 DOW Dow Inc.
24.71
-0.1% 5.32K -8.69% 185.6K 43.93 0.04% Share
78 QCOM QUALCOMM Incorp...
159.77
+0.38% 1.2K 0.00% 184.64K 109.24 0.04% Share
79 VTV Vanguard Value ...
183.10
+0.32% 955 +91.00% 164.97K 160.87 0.03% Share
80 KKR KKR & Co. Inc.
140.48
+0.29% 1.41K 0.00% 163.36K 31.91 0.03% Share
81 CPER United States C...
27.66
-0.98% 5.15K 0.00% 162.74K 26.94 0.03% Share
82 LRCX Lam Research Co...
103.67
+0.04% 2.23K -46% 162.12K 72.23 0.03% Share
83 DHR Danaher Corpora...
205.01
-0.6% 762 -7.19% 156.21K 228.95 0.03% Share
84 VZ Verizon Communi...
44.27
+0.69% 3.19K -13.55% 144.74K 43.73 0.03% Share
85 SYK Stryker Corpora...
393.05
-0.32% 348 0.00% 129.54K 360.05 0.03% Share
86 VXF Vanguard Extend...
205.91
+0.56% 736 +100.00% 126.78K 172.26 0.02% Share
87 BSV Vanguard Short-...
78.92
+0.09% 1.57K +156.8K% 122.79K 78.28 0.02% Share
88 PANW Palo Alto Netwo...
187.61
+1.83% 704 -36% 120.13K 119.73 0.02% Share
89 PFIS Peoples Financi...
53.69
+0.82% 2.47K 0.00% 109.89K 51.18 0.02% Share
90 CMCSA Comcast Corpora...
33.81
+0.39% 2.94K 0.00% 108.56K 44.44 0.02% Share
91 CEG Constellation E...
315.94
-0.2% 534 +142.73% 107.67K 210.72 0.02% Share
92 CSCO Cisco Systems, ...
68.44
+0.07% 1.72K 0.00% 106.08K 45.39 0.02% Share
93 DGRO iShares Core Di...
66.92
+0.26% 1.65K 0.00% 102.12K 61.34 0.02% Share
94 MDT Medtronic plc
91.98
-0.21% 1.11K 0.00% 99.92K 84.99 0.02% Share
95 NEE NextEra Energy,...
73.85
-1.32% 1.34K -33.47% 95.28K 78.17 0.02% Share
96 GLD SPDR Gold Share...
312.69
+0.20% 320 0.00% 92.2K 182.13 0.02% Share
97 TGT Target Corporat...
97.96
+1.92% 849 -16.27% 88.6K 163.8 0.02% Share
98 CRWD CrowdStrike Hol...
422.61
+1.20% 250 +85.19% 88.14K 360.89 0.02% Share
99 ITW Illinois Tool W...
266.82
+0.22% 350 0.00% 86.8K 253.25 0.02% Share
100 LLY Eli Lilly and C...
734.18
-0.25% 105 0.00% 86.72K 868.17 0.02% Share
101 UNM Unum Group
69.55
+0.11% 1.05K 0.00% 85.53K 16.83 0.02% Share
102 AMD Advanced Micro ...
167.10
+0.29% 830 -36.4% 85.28K 103.64 0.02% Share
103 SPY SPDR S&P 500 ET...
646.70
+0.24% 145 -38.82% 81.11K 505.01 0.02% Share
104 IVW iShares S&P 500...
115.61
+0.14% 865 +100.00% 80.3K 92.83 0.02% Share
105 SHOP Shopify Inc.
139.92
-0.66% 830 -40.29% 79.25K 106.33 0.02% Share
106 GIB CGI Inc.
96.52
+1.43% 770 -15.38% 76.87K 109.32 0.01% Share
107 SQQQ ProShares Ultra...
17.63
-0.4% 2K 0.00% 76.68K 31.14 0.01% Share
108 COP ConocoPhillips
97.88
+0.86% 712 0.00% 74.78K 97.79 0.01% Share
109 QUAL iShares MSCI US...
189.36
+0.16% 434 +100.00% 74.17K 170.89 0.01% Share
110 GFI Gold Fields Lim...
32.86
-0.81% 3.35K 0.00% 74K 8.26 0.01% Share
111 DVN Devon Energy Co...
35.55
+0.92% 1.94K 0.00% 72.67K 55.11 0.01% Share
112 ADBE Adobe Inc.
356.35
+0.41% 189 -20.92% 72.49K 490.97 0.01% Share
113 KR The Kroger Co.
67.97
-1.48% 1.06K 0.00% 71.68K 61.15 0.01% Share
114 WTV WisdomTree U.S....
90.53
+0.35% 870 +100.00% 71.49K 82.17 0.01% Share
115 KGC Kinross Gold Co...
20.21
-0.1% 5.63K 0.00% 70.93K 3.8 0.01% Share
116 NSC Norfolk Souther...
272.13
-1.64% 297 0.00% 70.34K 233.47 0.01% Share
117 EFV iShares MSCI EA...
67.01
-0.4% 1.17K +117.2K% 69.14K 58.93 0.01% Share
118 GLW Corning Incorpo...
67.25
-0.22% 1.5K -44.44% 68.67K 41.94 0.01% Share
119 XSMO Invesco S&P Sma...
73.05
+0.55% 1.08K +100.00% 67.77K 62.75 0.01% Share
120 BDN Brandywine Real...
4.22
+2.43% 15K -8.46% 66.9K 4.89 0.01% Share
121 XMMO Invesco S&P Mid...
132.22
+0.24% 580 +100.00% 65.98K 113.76 0.01% Share
122 VUG Vanguard Growth...
461.15
+0.22% 177 +100.00% 65.64K 370.82 0.01% Share
123 AMAT Applied Materia...
164.39
-0.07% 446 0.00% 64.72K 132.48 0.01% Share
124 TDS Telephone and D...
40.03
+2.10% 1.67K -6.97% 64.62K 21.79 0.01% Share
125 C Citigroup Inc.
96.89
+1.23% 904 +278.24% 64.17K 68.4 0.01% Share
126 EFG iShares MSCI EA...
111.40
-0.08% 639 +100.00% 63.9K 100 0.01% Share
127 SPG Simon Property ...
178.17
+0.76% 375 0.00% 62.28K 98.38 0.01% Share
128 WPC W. P. Carey Inc...
66.87
+1.43% 887 0.00% 55.98K 54.48 0.01% Share
129 VO Vanguard Mid Ca...
290.39
+0.51% 216 +0.47% 55.98K 240.54 0.01% Share
130 SCHF Schwab Internat...
22.74
-0.18% 2.79K -27.62% 55.26K 19.22 0.01% Share
131 COIN Coinbase Global...
308.97
+0.16% 312 -24.27% 53.74K 114.17 0.01% Share
132 JNK SPDR Bloomberg ...
97.67
+0.15% 562 +100.00% 53.56K 95.3 0.01% Share
133 LYFT Lyft, Inc.
16.25
-3.27% 4.5K -13.46% 53.41K 19.24 0.01% Share
134 CDNS Cadence Design ...
346.88
+0.83% 210 0.00% 53.41K 300.46 0.01% Share
135 KMB Kimberly-Clark ...
130.21
+0.31% 375 0.00% 53.33K 131.04 0.01% Share
136 AWK American Water ...
144.69
+0.51% 345 0.00% 50.9K 119.74 < 0.01% Share
137 VEA Vanguard Develo...
58.76
-0.14% 995 +100.00% 50.58K 50.83 < 0.01% Share
138 WPM Wheaton Preciou...
96.64
-0.06% 650 0.00% 50.46K 33.91 < 0.01% Share
139 AEP American Electr...
112.89
+0.23% 460 -61.98% 50.27K 92.23 < 0.01% Share
140 BITU Proshares Ultra...
52.87
+1.59% 1.5K 0.00% 49.92K 49.42 < 0.01% Share
141 EMN Eastman Chemica...
68.84
+0.81% 562 0.00% 49.52K 89.82 < 0.01% Share
142 IEFA iShares Core MS...
85.71
-0.24% 609 +100.00% 46.07K 75.65 < 0.01% Share
143 TQQQ ProShares Ultra...
91.04
+0.45% 800 -60% 45.84K 21.55 < 0.01% Share
144 DIS The Walt Disney...
118.07
+0.36% 462 -21.16% 45.65K 130.39 < 0.01% Share
145 IAU iShares Gold Tr...
64.01
+0.20% 750 +30.43% 44.22K 47.54 < 0.01% Share
146 PPG PPG Industries,...
112.16
-0.36% 400 0.00% 43.74K 133.49 < 0.01% Share
147 CVS CVS Health Corp...
71.91
+0.50% 600 0.00% 40.65K 79.27 < 0.01% Share
148 DUK Duke Energy Cor...
123.66
+0.30% 330 0.00% 40.25K 107.74 < 0.01% Share
149 QLYS Qualys, Inc.
134.66
+2.41% 300 0.00% 37.78K 126.14 < 0.01% Share
150 ABT Abbott Laborato...
131.40
-0.14% 280 0.00% 37.14K 112.39 < 0.01% Share