Filed: 11/13/2025ACC: 0001799544-25-000005
📋 What this filing means
HOEY INVESTMENTS, INC filed this quarterly 13F‑HR report disclosing 414 equity positions with a total reported market value of $751.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
414
Positions
$751.65M
Total AUM (reported)
3.72M
Total Shares
Allocation by class
COM$565.43M75.2%
CL A$125.06M16.6%
COM NEW$17.78M2.4%
CALL$12.42M1.7%
CL B NEW$5.11M0.7%
CAP STK CL A$4.67M0.6%
2X LONG NVDA DAI$4.29M0.6%
Portfolio Concentration
Top 3$478.74M63.7%
4–10$155.41M20.7%
11–25$68.51M9.1%
Rest$48.99M6.5%
Top 3 weight
63.7%
Top 10 weight
84.4%
Voting Authority Distribution
Total shares with voting rights: 3.72M
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
3.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole414
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings414
Rows:
NVIDIA CORPORATION
SOLEShares1.33M
TypeSH
Market value$248.27M
33.03%
Sole
0.00
Shared
0.00
None
1.33M
AMAZON COM INC
SOLEShares598.27K
TypeSH
Market value$131.36M
17.48%
Sole
0.00
Shared
0.00
None
598.27K
META PLATFORMS INC
SOLEShares134.96K
TypeSH
Market value$99.11M
13.19%
Sole
0.00
Shared
0.00
None
134.96K
MICROSOFT CORP
SOLEShares121.59K
TypeSH
Market value$62.98M
8.38%
Sole
0.00
Shared
0.00
None
121.59K
PALANTIR TECHNOLOGIES INC
SOLEShares136K
TypeSH
Market value$24.81M
3.30%
Sole
0.00
Shared
0.00
None
136K
APPLE INC
SOLEShares74.12K
TypeSH
Market value$18.87M
2.51%
Sole
0.00
Shared
0.00
None
74.12K
BROADCOM INC
SOLEShares50.85K
TypeSH
Market value$16.78M
2.23%
Sole
0.00
Shared
0.00
None
50.85K
WELLS FARGO CO NEW
SOLEShares143.39K
TypeSH
Market value$12.02M
1.60%
Sole
0.00
Shared
0.00
None
143.39K
GE AEROSPACE
SOLEShares33.83K
TypeSH
Market value$10.18M
1.35%
Sole
0.00
Shared
0.00
None
33.83K
JPMORGAN CHASE & CO.
SOLEShares31K
TypeSH
Market value$9.78M
1.30%
Sole
0.00
Shared
0.00
None
31K
GOLDMAN SACHS GROUP INC
SOLEShares9.30K
TypeSH
Market value$7.40M
0.99%
Sole
0.00
Shared
0.00
None
9.30K
BANK AMERICA CORP
SOLEShares131.98K
TypeSH
Market value$6.81M
0.91%
Sole
0.00
Shared
0.00
None
131.98K
MORGAN STANLEY
SOLEShares40.71K
TypeSH
Market value$6.47M
0.86%
Sole
0.00
Shared
0.00
None
40.71K
UBER TECHNOLOGIES INC
SOLEShares61.24K
TypeSH
Market value$6.00M
0.80%
Sole
0.00
Shared
0.00
None
61.24K
NVIDIA CORPORATION
SOLEShares30.50K
TypePRN
Market value$5.69M
0.76%
Sole
0.00
Shared
0.00
None
30.50K
WALMART INC
SOLEShares50K
TypeSH
Market value$5.15M
0.69%
Sole
0.00
Shared
0.00
None
50K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.16K
TypeSH
Market value$5.11M
0.68%
Sole
0.00
Shared
0.00
None
10.16K
GE VERNOVA INC
SOLEShares8.01K
TypeSH
Market value$4.92M
0.65%
Sole
0.00
Shared
0.00
None
8.01K
ALPHABET INC
SOLEShares19.19K
TypeSH
Market value$4.67M
0.62%
Sole
0.00
Shared
0.00
None
19.19K
GRANITESHARES ETF TR
SOLEShares45.86K
TypeSH
Market value$4.29M
0.57%
Sole
0.00
Shared
0.00
None
45.86K
AMAZON COM INC
SOLEShares14.70K
TypePRN
Market value$3.23M
0.43%
Sole
0.00
Shared
0.00
None
14.70K
SERVICENOW INC
SOLEShares2.77K
TypeSH
Market value$2.55M
0.34%
Sole
0.00
Shared
0.00
None
2.77K
LOWES COS INC
SOLEShares8.99K
TypeSH
Market value$2.26M
0.30%
Sole
0.00
Shared
0.00
None
8.99K
COMMERCIAL METALS CO
SOLEShares36.75K
TypeSH
Market value$2.10M
0.28%
Sole
0.00
Shared
0.00
None
36.75K
ARM HOLDINGS PLC
SOLEShares13.09K
TypeSH
Market value$1.85M
0.25%
Sole
0.00
Shared
0.00
None
13.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.33M | SH | $248.27M 33.03% | 0.00 | 0.00 | 1.33M |
AMAZON COM INCSOLE | COM | 598.27K | SH | $131.36M 17.48% | 0.00 | 0.00 | 598.27K |
META PLATFORMS INCSOLE | CL A | 134.96K | SH | $99.11M 13.19% | 0.00 | 0.00 | 134.96K |
MICROSOFT CORPSOLE | COM | 121.59K | SH | $62.98M 8.38% | 0.00 | 0.00 | 121.59K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 136K | SH | $24.81M 3.30% | 0.00 | 0.00 | 136K |
APPLE INCSOLE | COM | 74.12K | SH | $18.87M 2.51% | 0.00 | 0.00 | 74.12K |
BROADCOM INCSOLE | COM | 50.85K | SH | $16.78M 2.23% | 0.00 | 0.00 | 50.85K |
WELLS FARGO CO NEWSOLE | COM | 143.39K | SH | $12.02M 1.60% | 0.00 | 0.00 | 143.39K |
GE AEROSPACESOLE | COM NEW | 33.83K | SH | $10.18M 1.35% | 0.00 | 0.00 | 33.83K |
JPMORGAN CHASE & CO.SOLE | COM | 31K | SH | $9.78M 1.30% | 0.00 | 0.00 | 31K |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.30K | SH | $7.40M 0.99% | 0.00 | 0.00 | 9.30K |
BANK AMERICA CORPSOLE | COM | 131.98K | SH | $6.81M 0.91% | 0.00 | 0.00 | 131.98K |
MORGAN STANLEYSOLE | COM NEW | 40.71K | SH | $6.47M 0.86% | 0.00 | 0.00 | 40.71K |
UBER TECHNOLOGIES INCSOLE | COM | 61.24K | SH | $6.00M 0.80% | 0.00 | 0.00 | 61.24K |
NVIDIA CORPORATIONSOLE | CALL | 30.50K | PRN | $5.69M 0.76% | 0.00 | 0.00 | 30.50K |
WALMART INCSOLE | COM | 50K | SH | $5.15M 0.69% | 0.00 | 0.00 | 50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.16K | SH | $5.11M 0.68% | 0.00 | 0.00 | 10.16K |
GE VERNOVA INCSOLE | COM | 8.01K | SH | $4.92M 0.65% | 0.00 | 0.00 | 8.01K |
ALPHABET INCSOLE | CAP STK CL A | 19.19K | SH | $4.67M 0.62% | 0.00 | 0.00 | 19.19K |
GRANITESHARES ETF TRSOLE | 2X LONG NVDA DAI | 45.86K | SH | $4.29M 0.57% | 0.00 | 0.00 | 45.86K |
AMAZON COM INCSOLE | CALL | 14.70K | PRN | $3.23M 0.43% | 0.00 | 0.00 | 14.70K |
SERVICENOW INCSOLE | COM | 2.77K | SH | $2.55M 0.34% | 0.00 | 0.00 | 2.77K |
LOWES COS INCSOLE | COM | 8.99K | SH | $2.26M 0.30% | 0.00 | 0.00 | 8.99K |
COMMERCIAL METALS COSOLE | COM | 36.75K | SH | $2.10M 0.28% | 0.00 | 0.00 | 36.75K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 13.09K | SH | $1.85M 0.25% | 0.00 | 0.00 | 13.09K |
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