Filed: 4/16/2025ACC: 0001799544-25-000002
📋 What this filing means
HOEY INVESTMENTS, INC filed this quarterly 13F‑HR report disclosing 374 equity positions with a total reported market value of $512.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
374
Positions
$512.05M
Total AUM (reported)
3.61M
Total Shares
Allocation by class
COM$395.99M77.3%
CL A$84.21M16.4%
COM NEW$9.60M1.9%
CALL$7.30M1.4%
CL B NEW$2.87M0.6%
2X LONG NVDA DAI$1.34M0.3%
SPONSORED ADS$903.4K0.2%
Portfolio Concentration
Top 3$327.26M63.9%
4–10$107.28M21.0%
11–25$44.70M8.7%
Rest$32.81M6.4%
Top 3 weight
63.9%
Top 10 weight
84.9%
Voting Authority Distribution
Total shares with voting rights: 3.61M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.61M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole374
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings374
Rows:
NVIDIA CORPORATION
SOLEShares1.33M
TypeSH
Market value$144.56M
28.23%
Sole
0.00
Shared
0.00
None
1.33M
AMAZON COM INC
SOLEShares585.59K
TypeSH
Market value$111.41M
21.76%
Sole
0.00
Shared
0.00
None
585.59K
META PLATFORMS INC
SOLEShares123.67K
TypeSH
Market value$71.28M
13.92%
Sole
0.00
Shared
0.00
None
123.67K
MICROSOFT CORP
SOLEShares112.96K
TypeSH
Market value$42.40M
8.28%
Sole
0.00
Shared
0.00
None
112.96K
APPLE INC
SOLEShares86.71K
TypeSH
Market value$19.26M
3.76%
Sole
0.00
Shared
0.00
None
86.71K
PALANTIR TECHNOLOGIES INC
SOLEShares140.01K
TypeSH
Market value$11.82M
2.31%
Sole
0.00
Shared
0.00
None
140.01K
WELLS FARGO CO NEW
SOLEShares152.23K
TypeSH
Market value$10.93M
2.13%
Sole
0.00
Shared
0.00
None
152.23K
BROADCOM INC
SOLEShares53.02K
TypeSH
Market value$8.88M
1.73%
Sole
0.00
Shared
0.00
None
53.02K
JPMORGAN CHASE & CO.
SOLEShares33.18K
TypeSH
Market value$8.14M
1.59%
Sole
0.00
Shared
0.00
None
33.18K
GE AEROSPACE
SOLEShares29.25K
TypeSH
Market value$5.85M
1.14%
Sole
0.00
Shared
0.00
None
29.25K
BANK AMERICA CORP
SOLEShares139.29K
TypeSH
Market value$5.81M
1.14%
Sole
0.00
Shared
0.00
None
139.29K
WALMART INC
SOLEShares60.57K
TypeSH
Market value$5.32M
1.04%
Sole
0.00
Shared
0.00
None
60.57K
UBER TECHNOLOGIES INC
SOLEShares69.05K
TypeSH
Market value$5.03M
0.98%
Sole
0.00
Shared
0.00
None
69.05K
NVIDIA CORPORATION
SOLEShares43K
TypePRN
Market value$4.66M
0.91%
Sole
0.00
Shared
0.00
None
43K
GOLDMAN SACHS GROUP INC
SOLEShares7.05K
TypeSH
Market value$3.85M
0.75%
Sole
0.00
Shared
0.00
None
7.05K
MORGAN STANLEY
SOLEShares27.25K
TypeSH
Market value$3.18M
0.62%
Sole
0.00
Shared
0.00
None
27.25K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.38K
TypeSH
Market value$2.87M
0.56%
Sole
0.00
Shared
0.00
None
5.38K
SERVICENOW INC
SOLEShares3.02K
TypeSH
Market value$2.40M
0.47%
Sole
0.00
Shared
0.00
None
3.02K
LOWES COS INC
SOLEShares9.53K
TypeSH
Market value$2.22M
0.43%
Sole
0.00
Shared
0.00
None
9.53K
AMGEN INC
SOLEShares7.05K
TypeSH
Market value$2.20M
0.43%
Sole
0.00
Shared
0.00
None
7.05K
GE VERNOVA INC
SOLEShares6.81K
TypeSH
Market value$2.08M
0.41%
Sole
0.00
Shared
0.00
None
6.81K
AMAZON COM INC
SOLEShares7.70K
TypePRN
Market value$1.47M
0.29%
Sole
0.00
Shared
0.00
None
7.70K
GRANITESHARES ETF TR
SOLEShares35.75K
TypeSH
Market value$1.34M
0.26%
Sole
0.00
Shared
0.00
None
35.75K
COMMERCIAL METALS CO
SOLEShares25.81K
TypeSH
Market value$1.19M
0.23%
Sole
0.00
Shared
0.00
None
25.81K
EMERSON ELEC CO
SOLEShares9.95K
TypeSH
Market value$1.09M
0.21%
Sole
0.00
Shared
0.00
None
9.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.33M | SH | $144.56M 28.23% | 0.00 | 0.00 | 1.33M |
AMAZON COM INCSOLE | COM | 585.59K | SH | $111.41M 21.76% | 0.00 | 0.00 | 585.59K |
META PLATFORMS INCSOLE | CL A | 123.67K | SH | $71.28M 13.92% | 0.00 | 0.00 | 123.67K |
MICROSOFT CORPSOLE | COM | 112.96K | SH | $42.40M 8.28% | 0.00 | 0.00 | 112.96K |
APPLE INCSOLE | COM | 86.71K | SH | $19.26M 3.76% | 0.00 | 0.00 | 86.71K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 140.01K | SH | $11.82M 2.31% | 0.00 | 0.00 | 140.01K |
WELLS FARGO CO NEWSOLE | COM | 152.23K | SH | $10.93M 2.13% | 0.00 | 0.00 | 152.23K |
BROADCOM INCSOLE | COM | 53.02K | SH | $8.88M 1.73% | 0.00 | 0.00 | 53.02K |
JPMORGAN CHASE & CO.SOLE | COM | 33.18K | SH | $8.14M 1.59% | 0.00 | 0.00 | 33.18K |
GE AEROSPACESOLE | COM NEW | 29.25K | SH | $5.85M 1.14% | 0.00 | 0.00 | 29.25K |
BANK AMERICA CORPSOLE | COM | 139.29K | SH | $5.81M 1.14% | 0.00 | 0.00 | 139.29K |
WALMART INCSOLE | COM | 60.57K | SH | $5.32M 1.04% | 0.00 | 0.00 | 60.57K |
UBER TECHNOLOGIES INCSOLE | COM | 69.05K | SH | $5.03M 0.98% | 0.00 | 0.00 | 69.05K |
NVIDIA CORPORATIONSOLE | CALL | 43K | PRN | $4.66M 0.91% | 0.00 | 0.00 | 43K |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.05K | SH | $3.85M 0.75% | 0.00 | 0.00 | 7.05K |
MORGAN STANLEYSOLE | COM NEW | 27.25K | SH | $3.18M 0.62% | 0.00 | 0.00 | 27.25K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.38K | SH | $2.87M 0.56% | 0.00 | 0.00 | 5.38K |
SERVICENOW INCSOLE | COM | 3.02K | SH | $2.40M 0.47% | 0.00 | 0.00 | 3.02K |
LOWES COS INCSOLE | COM | 9.53K | SH | $2.22M 0.43% | 0.00 | 0.00 | 9.53K |
AMGEN INCSOLE | COM | 7.05K | SH | $2.20M 0.43% | 0.00 | 0.00 | 7.05K |
GE VERNOVA INCSOLE | COM | 6.81K | SH | $2.08M 0.41% | 0.00 | 0.00 | 6.81K |
AMAZON COM INCSOLE | CALL | 7.70K | PRN | $1.47M 0.29% | 0.00 | 0.00 | 7.70K |
GRANITESHARES ETF TRSOLE | 2X LONG NVDA DAI | 35.75K | SH | $1.34M 0.26% | 0.00 | 0.00 | 35.75K |
COMMERCIAL METALS COSOLE | COM | 25.81K | SH | $1.19M 0.23% | 0.00 | 0.00 | 25.81K |
EMERSON ELEC COSOLE | COM | 9.95K | SH | $1.09M 0.21% | 0.00 | 0.00 | 9.95K |
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