Hoey Investments, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Hoey Investments, Inc. reported 339 stock positions worth $448.8 million. Its top holding was Nvidia (NVDA) at 25.5% of the portfolio, followed by Amazon.com (AMZN, 21.6%) and Microsoft (MSFT, 13.1%). Compared with Q4 2023, it opened 26 new positions, sold out of 29, added to 42 and reduced 82. The biggest buy was Nvidia (NVDA, shares +4%) and the biggest sale Apple (AAPL, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- COATESVILLE, PA
- CIK
- 0001799544
- Portfolio Value
- $448.8M (Q1 2024)
- SEC Filing
- 0001799544-24-000005 ↗ filed May 10, 2024
Holdings Value
Holdings 339 stocks · $448.8M
| NVDA Nvidia Corp. | 25.51% | 126,702 | $114.5M | Add +3.9% |
| AMZN Amazon.com Inc. | 21.62% | 537,945 | $97.0M | Add +7.4% |
| MSFT Microsoft Corp. | 13.08% | 139,498 | $58.7M | Add +4.0% |
| META Meta Platforms Inc. Class A | 10.95% | 101,211 | $49.1M | Add +57.0% |
| AAPL Apple Inc. | 3.30% | 86,330 | $14.8M | Reduce -61.9% |
| PANW Palo Alto Networks Inc. | 2.05% | 32,366 | $9.2M | Add +47.5% |
| WFC Wells Fargo & Co. | 1.64% | 126,710 | $7.3M | Add +9.7% |
| AMD Advanced Micro Devices | 1.42% | 35,321 | $6.4M | Reduce -2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.33% | 157,718 | $6.0M | Reduce -3.1% |
| UBER Uber Technologies Inc. | 1.23% | 71,449 | $5.5M | Add +2.7% |
| GE General Electric | 1.21% | 30,849 | $5.4M | Add +11.4% |
| AVGO Broadcom Inc. | 1.05% | 3,558 | $4.7M | Add +77.5% |
| JPM JPMorgan Chase & Co. | 1.00% | 22,378 | $4.5M | Add +8.5% |
| ARM Arm Holdings PLC-ADR | 0.96% | 34,314 | $4.3M | Add +570.7% |
| LOW Lowe's Cos Inc. | 0.82% | 14,391 | $3.7M | Add +13.8% |
| JNJ Johnson & Johnson | 0.59% | 16,835 | $2.7M | Reduce -20.8% |
| NOW ServiceNow Inc. | 0.57% | 3,355 | $2.6M | Add +23.0% |
| AMGN Amgen Inc. | 0.51% | 8,000 | $2.3M | Reduce -11.8% |
| MRK Merck & Co. Inc. | 0.50% | 17,004 | $2.2M | Add +7.0% |
| MS Morgan Stanley | 0.43% | 20,335 | $1.9M | Reduce -2.0% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.39% | 38,000 | $1.8M | Reduce -55.1% |
| WMT Walmart Inc. | 0.36% | 26,778 | $1.6M | Add +17.1% |
| HCA HCA Healthcare Inc. | 0.34% | 4,628 | $1.5M | Reduce -8.3% |
| EMR Emerson Electric Co. | 0.34% | 13,397 | $1.5M | Add +9.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.31% | 25,709 | $1.4M | Reduce -14.2% |
| CMC Commercial Metals Co. | 0.31% | 23,472 | $1.4M | Reduce -18.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 2,938 | $1.2M | Add +134.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 3,612 | $1.2M | Add +99.3% |
| PEP Pepsico Inc. | 0.23% | 5,836 | $1.0M | Reduce -7.0% |
| ADBE Adobe Inc. | 0.22% | 1,944 | $981K | Add +1968.1% |
| KMI Kinder Morgan Inc. | 0.22% | 53,425 | $980K | Reduce -11.4% |
| UNH Unitedhealth Group Inc. | 0.21% | 1,880 | $930K | Reduce -32.9% |
| CVX Chevron Corp. | 0.20% | 5,561 | $877K | Reduce -15.1% |
| LMT Lockheed Martin Corp. | 0.19% | 1,851 | $842K | Reduce -23.0% |
| MRVL Marvell Technology Inc. | 0.18% | 11,655 | $826K | Reduce -21.0% |
| SCHV Schwab US Large-Cap Value | 0.18% | 10,719 | $814K | Reduce -0.8% |
| GM General Motors Co. | 0.17% | 17,059 | $774K | Reduce -14.8% |
| LULU Lululemon Athletica Inc. | 0.16% | 1,890 | $738K | Reduce -12.1% |
| ROK Rockwell Automation Inc. | 0.16% | 2,528 | $736K | Reduce -18.1% |
| VOO Vanguard S&P 500 ETF | 0.16% | 1,505 | $723K | Reduce -50.4% |
| HON Honeywell International Inc. | 0.16% | 3,515 | $721K | Add +16.6% |
| GS Goldman Sachs Group Inc. | 0.16% | 1,678 | $701K | Add +2793.1% |
| TSLA Tesla Inc. | 0.16% | 3,973 | $698K | Reduce -37.6% |
| DD Dupont DE Nemours Inc. | 0.16% | 9,109 | $698K | Reduce -16.0% |
| ZTS Zoetis Inc. | 0.15% | 4,038 | $683K | Reduce -26.8% |
| BDJ BlackRock Enhanced Eqty DVD | 0.15% | 82,568 | $681K | Reduce -1.8% |
| TMO Thermo Fisher Scientific Inc. | 0.15% | 1,147 | $667K | Reduce -22.6% |
| HD Home Depot Inc. | 0.15% | 1,701 | $653K | Add +239.5% |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | 0.14% | 18,682 | $636K | Reduce -40.0% |
| NVDL Granitesh 2X LNG Nvda ETF | 0.14% | 14,873 | $617K | Add +302.2% |
| ABBV Abbvie Inc. | 0.14% | 3,372 | $614K | Reduce -10.6% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 3,314 | $605K | Reduce -14.9% |
| ENPH Enphase Energy Inc. | 0.13% | 4,815 | $583K | Reduce -42.2% |
| EEM iShares MSCI Emerging Market | 0.13% | 13,978 | $574K | Reduce -5.5% |
| RTX RTX Corp. | 0.13% | 5,795 | $565K | No change |
| LYFT LYFT Inc. Class A | 0.12% | 27,200 | $526K | New |
| ALL Allstate Corp. | 0.11% | 2,973 | $514K | Reduce -14.5% |
| ADP Automatic Data Processing | 0.11% | 2,000 | $499K | No change |
| XOM Exxon Mobil Corp. | 0.11% | 4,286 | $498K | Reduce -9.7% |
| DOW Dow Inc. | 0.10% | 7,894 | $457K | Reduce -15.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,469 | $402K | Reduce -8.8% |
| COST Costco Wholesale Corp. | 0.08% | 478 | $350K | Reduce -2.6% |
| DHR Danaher Corp. | 0.08% | 1,357 | $339K | Reduce -30.2% |
| PFE Pfizer Inc. | 0.07% | 12,053 | $334K | Reduce -17.7% |
| CVS CVS Health Corp. | 0.07% | 4,100 | $327K | Add +105.0% |
| CAT Caterpillar Inc. | 0.07% | 892 | $327K | Add +12.6% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 3,345 | $310K | Reduce -19.4% |
| MDT Medtronic PLC | 0.07% | 3,535 | $308K | Add +92.6% |
| HUM Humana Inc. | 0.07% | 886 | $307K | Reduce -53.5% |
| MCD McDonald's Corp. | 0.07% | 1,068 | $301K | No change |
| VZ Verizon Communications Inc. | 0.06% | 6,691 | $281K | Add +30.2% |
| QCOM Qualcomm Inc. | 0.06% | 1,608 | $272K | No change |
| SMCI Super Micro Computer Inc. | 0.06% | 260 | $263K | New |
| NFLX Netflix Inc. | 0.05% | 400 | $243K | Add +14.3% |
| XBGYX BlackRock Enh Intl DVD TR | 0.05% | 43,643 | $241K | Reduce -13.9% |
| BLK BlackRock Finance Inc. | 0.05% | 251 | $209K | Reduce -5.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 1,044 | $199K | Reduce -38.4% |
| TGT Target Corp. | 0.04% | 1,090 | $193K | Reduce -10.3% |
| EA Electronic Arts Inc. | 0.04% | 1,447 | $192K | Add +30.9% |
| SLV iShares Silver Trust | 0.04% | 8,331 | $190K | Add +92.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 1,478 | $181K | Add +43.8% |
| DE Deere & Co. | 0.04% | 419 | $172K | No change |
| ALAB Astera Labs Inc. | 0.04% | 2,150 | $160K | New |
| APP AppLovin Corp. Class A | 0.04% | 2,300 | $159K | No change |
| KKR KKR & Co. Inc. | 0.04% | 1,569 | $158K | No change |
| NOC Northrop Grumman Corp. | 0.03% | 312 | $149K | Reduce -24.3% |
| NEE Nextera Energy Inc. | 0.03% | 2,278 | $146K | Reduce -30.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 1,370 | $142K | No change |
| UPRO Proshares Ultrapro S&P 500 | 0.03% | 2,000 | $141K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.03% | 80 | $136K | No change |
| CMCSA Comcast Corp. Class A | 0.03% | 3,050 | $132K | Reduce -24.7% |
| TQQQ Proshares Ultrapro QQQ | 0.03% | 2,000 | $123K | Reduce -42.9% |
| INVESTMENT MANAGERS SER TR I | 0.03% | 4,500 | $121K | Add +164.7% |
| GFI Gold Fields Ltd.-Spons ADR | 0.02% | 6,700 | $106K | No change |
| DVN Devon Energy Corp. | 0.02% | 2,099 | $105K | Reduce -26.4% |
| PROSHARES TR | 0.02% | 10,000 | $105K | Add +400.0% |
| FNCB FNCB Bancorp Inc. | 0.02% | 16,929 | $103K | No change |
| BA The Boeing Co. | 0.02% | 500 | $96K | Reduce -86.4% |
| CSCO Cisco Systems Inc. | 0.02% | 1,888 | $94K | Reduce -22.7% |
| APA Apa Corp. | 0.02% | 2,605 | $90K | Reduce -3.0% |
Options reported separately and not counted above: AMZN calls ($3.2M), NVDA calls ($2.6M), META calls ($1.5M), PLTR calls ($161K), SMCI calls ($101K), ARM calls ($50K), PANW calls ($28K), AFRM calls ($11K).
Lines left out (1) · $36 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP | 0 | $36 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $448.8M.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -61.9% | 3.30% | −9.07 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -55.1% | 0.39% | −0.36 |
| JNJ Johnson & Johnson | Reduce -20.8% | 0.59% | −0.35 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.33 |
| TSLA Tesla Inc. | Reduce -37.6% | 0.16% | −0.29 |
| BA The Boeing Co. | Reduce -86.4% | 0.02% | −0.25 |
| AMGN Amgen Inc. | Reduce -11.8% | 0.51% | −0.23 |
| BAC Bank of America Corp. | Reduce -3.1% | 1.33% | −0.22 |
| VOO Vanguard S&P 500 ETF | Reduce -50.4% | 0.16% | −0.21 |
| UNH Unitedhealth Group Inc. | Reduce -32.9% | 0.21% | −0.21 |
| ENPH Enphase Energy Inc. | Reduce -42.2% | 0.13% | −0.18 |
| HUM Humana Inc. | Reduce -53.5% | 0.07% | −0.18 |
| ZTS Zoetis Inc. | Reduce -26.8% | 0.15% | −0.16 |
| LULU Lululemon Athletica Inc. | Reduce -12.1% | 0.16% | −0.15 |
| SLB SLB Ltd. | Reduce -14.2% | 0.31% | −0.13 |
| MS Morgan Stanley | Reduce -2.0% | 0.43% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -23.0% | 0.19% | −0.12 |
| ROK Rockwell Automation Inc. | Reduce -18.1% | 0.16% | −0.11 |
| CMC Commercial Metals Co. | Reduce -18.5% | 0.31% | −0.10 |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | Reduce -40.0% | 0.14% | −0.10 |
| AMD Advanced Micro Devices | Reduce -2.7% | 1.42% | −0.10 |
| KMI Kinder Morgan Inc. | Reduce -11.4% | 0.22% | −0.08 |
| CVX Chevron Corp. | Reduce -15.1% | 0.20% | −0.08 |
| DD Dupont DE Nemours Inc. | Reduce -16.0% | 0.16% | −0.08 |
| PEP Pepsico Inc. | Reduce -7.0% | 0.23% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -22.6% | 0.15% | −0.07 |
| MRVL Marvell Technology Inc. | Reduce -21.0% | 0.18% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -14.9% | 0.13% | −0.05 |
| DHR Danaher Corp. | Reduce -30.2% | 0.08% | −0.05 |
| PFE Pfizer Inc. | Reduce -17.7% | 0.07% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -8.3% | 0.34% | −0.04 |
| DOW Dow Inc. | Reduce -15.2% | 0.10% | −0.04 |
| EEM iShares MSCI Emerging Market | Reduce -5.5% | 0.13% | −0.04 |
| MAR Marriott International Class A | Reduce -80.9% | 0.01% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -38.4% | 0.04% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -0.8% | 0.18% | −0.03 |
| BDJ BlackRock Enhanced Eqty DVD | Reduce -1.8% | 0.15% | −0.03 |
| GM General Motors Co. | Reduce -14.8% | 0.17% | −0.03 |
| ABBV Abbvie Inc. | Reduce -10.6% | 0.14% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -19.4% | 0.07% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -59.8% | 0.02% | −0.03 |
| MMM 3M Co. | Reduce -86.7% | 0.00% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.8% | 0.09% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -30.9% | 0.03% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -9.7% | 0.11% | −0.02 |
| ALL Allstate Corp. | Reduce -14.5% | 0.11% | −0.02 |
| TQQQ Proshares Ultrapro QQQ | Reduce -42.9% | 0.03% | −0.02 |
| XBGYX BlackRock Enh Intl DVD TR | Reduce -13.9% | 0.05% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -24.3% | 0.03% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -24.7% | 0.03% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +3.9% | 25.51% | +8.39 |
| META Meta Platforms Inc. Class A | Add +57.0% | 10.95% | +4.48 |
| ARM Arm Holdings PLC-ADR | Add +570.7% | 0.96% | +0.85 |
| AVGO Broadcom Inc. | Add +77.5% | 1.05% | +0.42 |
| PANW Palo Alto Networks Inc. | Add +47.5% | 2.05% | +0.21 |
| GE General Electric | Add +11.4% | 1.21% | +0.20 |
| ADBE Adobe Inc. | Add +1968.1% | 0.22% | +0.20 |
| GS Goldman Sachs Group Inc. | Add +2793.1% | 0.16% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +134.5% | 0.28% | +0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +99.3% | 0.26% | +0.13 |
| LYFT LYFT Inc. Class A | New | 0.12% | +0.12 |
| HD Home Depot Inc. | Add +239.5% | 0.15% | +0.10 |
| SMCI Super Micro Computer Inc. | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +7.4% | 21.62% | +0.05 |
| NVDL Granitesh 2X LNG Nvda ETF | Add +302.2% | 0.14% | +0.04 |
| ALAB Astera Labs Inc. | New | 0.04% | +0.04 |
| CVS CVS Health Corp. | Add +105.0% | 0.07% | +0.03 |
| MDT Medtronic PLC | Add +92.6% | 0.07% | +0.03 |
| WFC Wells Fargo & Co. | Add +9.7% | 1.64% | +0.02 |
| NOW ServiceNow Inc. | Add +23.0% | 0.57% | +0.02 |
| LOW Lowe's Cos Inc. | Add +13.8% | 0.82% | +0.02 |
| WMT Walmart Inc. | Add +17.1% | 0.36% | +0.02 |
| LLY Eli Lilly & Co. | New | 0.02% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| PROSHARES TR | Add +400.0% | 0.02% | +0.02 |
| SLV iShares Silver Trust | Add +92.4% | 0.04% | +0.02 |
| INVESTMENT MANAGERS SER TR I | Add +164.7% | 0.03% | +0.01 |
| DIS The Walt Disney Co. | Add +43.8% | 0.04% | +0.01 |
| DELL Dell Technologies -C | New | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | Add +2.7% | 1.23% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | Add +7.0% | 0.50% | +0.01 |
| AFRM Affirm Holdings Inc. | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +30.2% | 0.06% | +0.01 |
| CAT Caterpillar Inc. | Add +12.6% | 0.07% | +0.01 |
| NFLX Netflix Inc. | Add +14.3% | 0.05% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | New | 0.01% | +0.01 |
| GOOGL Alphabet Inc. Class A | New | 0.00% | +0.00 |
| TXN Texas Instruments Inc. | New | 0.00% | +0.00 |
| DYAI Dyadic International Inc. | New | 0.00% | +0.00 |
| VKTX Viking Therapeutics Inc. | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +8.5% | 1.00% | +0.00 |
| SILVERSUN TECHNOLOGIES INC | New | 0.00% | +0.00 |
| EMR Emerson Electric Co. | Add +9.9% | 0.34% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +156.3% | 0.00% | +0.00 |
| F Ford Motor Co. | New | 0.00% | +0.00 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.00% | +0.00 |
| CCL Carnival Corp. | New | 0.00% | +0.00 |
| NET Cloudflare Inc. Class A | New | 0.00% | +0.00 |
| NOVAQ Sunnova Energy International | New | 0.00% | +0.00 |
Options Activity Q4 2023 → Q1 2024
| AMZN Amazon.com Inc. | call | Add +2.9% | 17,600 | $3.2M |
| NVDA Nvidia Corp. | call | Reduce -14.7% | 2,900 | $2.6M |
| META Meta Platforms Inc. Class A | call | New | 3,000 | $1.5M |
| PLTR Palantir Technologies Inc. Class A | call | New | 7,000 | $161K |
| SMCI Super Micro Computer Inc. | call | New | 100 | $101K |
| JPM JPMorgan Chase & Co. | call | Sold out | 500 | $85Kbefore exit |
| ARM Arm Holdings PLC-ADR | call | Reduce -60.0% | 400 | $50K |
| AAPL Apple Inc. | call | Sold out | 200 | $39Kbefore exit |
| PANW Palo Alto Networks Inc. | call | New | 100 | $28K |
| RIVN Rivian Automotive Inc. Class A | call | Sold out | 500 | $12Kbefore exit |
| AFRM Affirm Holdings Inc. | call | New | 300 | $11K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP | New | 0 | $36 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 451 | $758.7M | NVDA, AMZN, META, MSFT, AAPL |
| Q1 2026 | 414 | $677.6M | NVDA, AMZN, META, MSFT, PLTR |
| Q4 2025 | 414 | $736.7M | NVDA, AMZN, META, MSFT, PLTR |
| Q3 2025 | 406 | $739.2M | NVDA, AMZN, META, MSFT, PLTR |
| Q2 2025 | 403 | $668.1M | NVDA, AMZN, META, MSFT, PLTR |
| Q1 2025 | 368 | $504.8M | NVDA, AMZN, META, MSFT, AAPL |
| Q4 2024 | 361 | $587.7M | NVDA, AMZN, META, MSFT, AAPL |
| Q3 2024 | 389 | $522.9M | NVDA, AMZN, MSFT, META, AAPL |
| Q2 2024 | 389 | $522.9M | NVDA, AMZN, MSFT, META, AAPL |
| Q1 2024 | 339 | $448.8M | NVDA, AMZN, MSFT, META, AAPL |