Filed: 7/14/2025ACC: 0001799544-25-000004
📋 What this filing means
HOEY INVESTMENTS, INC filed this quarterly 13F‑HR report disclosing 412 equity positions with a total reported market value of $682.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
412
Positions
$682.27M
Total AUM (reported)
3.69M
Total Shares
Allocation by class
COM$511.82M75.0%
CL A$118.87M17.4%
COM NEW$14.22M2.1%
CALL$14.18M2.1%
CL B NEW$5.26M0.8%
SPONSORED ADS$2.88M0.4%
2X LONG NVDA DAI$2.58M0.4%
Portfolio Concentration
Top 3$444.41M65.1%
4–10$136.92M20.1%
11–25$60.55M8.9%
Rest$40.38M5.9%
Top 3 weight
65.1%
Top 10 weight
85.2%
Voting Authority Distribution
Total shares with voting rights: 3.69M
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
3.69M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole412
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings412
Rows:
NVIDIA CORPORATION
SOLEShares1.35M
TypeSH
Market value$213.47M
31.29%
Sole
0.00
Shared
0.00
None
1.35M
AMAZON COM INC
SOLEShares601.96K
TypeSH
Market value$132.06M
19.36%
Sole
0.00
Shared
0.00
None
601.96K
META PLATFORMS INC
SOLEShares133.96K
TypeSH
Market value$98.88M
14.49%
Sole
0.00
Shared
0.00
None
133.96K
MICROSOFT CORP
SOLEShares120.83K
TypeSH
Market value$60.10M
8.81%
Sole
0.00
Shared
0.00
None
120.83K
PALANTIR TECHNOLOGIES INC
SOLEShares137.40K
TypeSH
Market value$18.73M
2.75%
Sole
0.00
Shared
0.00
None
137.40K
APPLE INC
SOLEShares73.81K
TypeSH
Market value$15.14M
2.22%
Sole
0.00
Shared
0.00
None
73.81K
BROADCOM INC
SOLEShares49.51K
TypeSH
Market value$13.65M
2.00%
Sole
0.00
Shared
0.00
None
49.51K
WELLS FARGO CO NEW
SOLEShares143.96K
TypeSH
Market value$11.53M
1.69%
Sole
0.00
Shared
0.00
None
143.96K
NVIDIA CORPORATION
SOLEShares56.80K
TypePRN
Market value$8.97M
1.32%
Sole
0.00
Shared
0.00
None
56.80K
JPMORGAN CHASE & CO.
SOLEShares30.33K
TypeSH
Market value$8.79M
1.29%
Sole
0.00
Shared
0.00
None
30.33K
GE AEROSPACE
SOLEShares32.44K
TypeSH
Market value$8.35M
1.22%
Sole
0.00
Shared
0.00
None
32.44K
BANK AMERICA CORP
SOLEShares134.25K
TypeSH
Market value$6.35M
0.93%
Sole
0.00
Shared
0.00
None
134.25K
UBER TECHNOLOGIES INC
SOLEShares66.73K
TypeSH
Market value$6.23M
0.91%
Sole
0.00
Shared
0.00
None
66.73K
GOLDMAN SACHS GROUP INC
SOLEShares7.69K
TypeSH
Market value$5.44M
0.80%
Sole
0.00
Shared
0.00
None
7.69K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.84K
TypeSH
Market value$5.26M
0.77%
Sole
0.00
Shared
0.00
None
10.84K
WALMART INC
SOLEShares52.15K
TypeSH
Market value$5.10M
0.75%
Sole
0.00
Shared
0.00
None
52.15K
MORGAN STANLEY
SOLEShares36.06K
TypeSH
Market value$5.08M
0.74%
Sole
0.00
Shared
0.00
None
36.06K
GE VERNOVA INC
SOLEShares6.96K
TypeSH
Market value$3.68M
0.54%
Sole
0.00
Shared
0.00
None
6.96K
SERVICENOW INC
SOLEShares2.91K
TypeSH
Market value$2.99M
0.44%
Sole
0.00
Shared
0.00
None
2.91K
GRANITESHARES ETF TR
SOLEShares36.66K
TypeSH
Market value$2.58M
0.38%
Sole
0.00
Shared
0.00
None
36.66K
ARM HOLDINGS PLC
SOLEShares15.21K
TypeSH
Market value$2.46M
0.36%
Sole
0.00
Shared
0.00
None
15.21K
LOWES COS INC
SOLEShares9.19K
TypeSH
Market value$2.04M
0.30%
Sole
0.00
Shared
0.00
None
9.19K
AMAZON COM INC
SOLEShares8.20K
TypePRN
Market value$1.80M
0.26%
Sole
0.00
Shared
0.00
None
8.20K
COREWEAVE INC
SOLEShares10.38K
TypeSH
Market value$1.69M
0.25%
Sole
0.00
Shared
0.00
None
10.38K
AMGEN INC
SOLEShares5.33K
TypeSH
Market value$1.49M
0.22%
Sole
0.00
Shared
0.00
None
5.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.35M | SH | $213.47M 31.29% | 0.00 | 0.00 | 1.35M |
AMAZON COM INCSOLE | COM | 601.96K | SH | $132.06M 19.36% | 0.00 | 0.00 | 601.96K |
META PLATFORMS INCSOLE | CL A | 133.96K | SH | $98.88M 14.49% | 0.00 | 0.00 | 133.96K |
MICROSOFT CORPSOLE | COM | 120.83K | SH | $60.10M 8.81% | 0.00 | 0.00 | 120.83K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 137.40K | SH | $18.73M 2.75% | 0.00 | 0.00 | 137.40K |
APPLE INCSOLE | COM | 73.81K | SH | $15.14M 2.22% | 0.00 | 0.00 | 73.81K |
BROADCOM INCSOLE | COM | 49.51K | SH | $13.65M 2.00% | 0.00 | 0.00 | 49.51K |
WELLS FARGO CO NEWSOLE | COM | 143.96K | SH | $11.53M 1.69% | 0.00 | 0.00 | 143.96K |
NVIDIA CORPORATIONSOLE | CALL | 56.80K | PRN | $8.97M 1.32% | 0.00 | 0.00 | 56.80K |
JPMORGAN CHASE & CO.SOLE | COM | 30.33K | SH | $8.79M 1.29% | 0.00 | 0.00 | 30.33K |
GE AEROSPACESOLE | COM NEW | 32.44K | SH | $8.35M 1.22% | 0.00 | 0.00 | 32.44K |
BANK AMERICA CORPSOLE | COM | 134.25K | SH | $6.35M 0.93% | 0.00 | 0.00 | 134.25K |
UBER TECHNOLOGIES INCSOLE | COM | 66.73K | SH | $6.23M 0.91% | 0.00 | 0.00 | 66.73K |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.69K | SH | $5.44M 0.80% | 0.00 | 0.00 | 7.69K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.84K | SH | $5.26M 0.77% | 0.00 | 0.00 | 10.84K |
WALMART INCSOLE | COM | 52.15K | SH | $5.10M 0.75% | 0.00 | 0.00 | 52.15K |
MORGAN STANLEYSOLE | COM NEW | 36.06K | SH | $5.08M 0.74% | 0.00 | 0.00 | 36.06K |
GE VERNOVA INCSOLE | COM | 6.96K | SH | $3.68M 0.54% | 0.00 | 0.00 | 6.96K |
SERVICENOW INCSOLE | COM | 2.91K | SH | $2.99M 0.44% | 0.00 | 0.00 | 2.91K |
GRANITESHARES ETF TRSOLE | 2X LONG NVDA DAI | 36.66K | SH | $2.58M 0.38% | 0.00 | 0.00 | 36.66K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 15.21K | SH | $2.46M 0.36% | 0.00 | 0.00 | 15.21K |
LOWES COS INCSOLE | COM | 9.19K | SH | $2.04M 0.30% | 0.00 | 0.00 | 9.19K |
AMAZON COM INCSOLE | CALL | 8.20K | PRN | $1.80M 0.26% | 0.00 | 0.00 | 8.20K |
COREWEAVE INCSOLE | COM CL A | 10.38K | SH | $1.69M 0.25% | 0.00 | 0.00 | 10.38K |
AMGEN INCSOLE | COM | 5.33K | SH | $1.49M 0.22% | 0.00 | 0.00 | 5.33K |
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