Hoey Investments, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Hoey Investments, Inc. reported 389 stock positions worth $522.9 million. Its top holding was Nvidia (NVDA) at 30.5% of the portfolio, followed by Amazon.com (AMZN, 21.1%) and Microsoft (MSFT, 12.3%). Compared with Q1 2024, it opened 70 new positions, sold out of 22, added to 60 and reduced 85. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Arm Holdings PLC-ADR (ARM, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- COATESVILLE, PA
- CIK
- 0001799544
- Portfolio Value
- $522.9M (Q2 2024)
- SEC Filing
- 0001799544-24-000007 ↗ filed Jul 31, 2024
Holdings Value
Holdings 389 stocks · $522.9M
| NVDA Nvidia Corp. | 30.47% | 1,289,732 | $159.3M | Add +1.8% |
| AMZN Amazon.com Inc. | 21.09% | 570,673 | $110.3M | Add +6.1% |
| MSFT Microsoft Corp. | 12.28% | 143,727 | $64.2M | Add +3.0% |
| META Meta Platforms Inc. Class A | 10.30% | 106,853 | $53.9M | Add +5.6% |
| AAPL Apple Inc. | 3.14% | 77,922 | $16.4M | Reduce -9.7% |
| PANW Palo Alto Networks Inc. | 1.88% | 28,923 | $9.8M | Reduce -10.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.76% | 23,962 | $9.2M | Add +563.4% |
| WFC Wells Fargo & Co. | 1.63% | 143,596 | $8.5M | Add +13.3% |
| AVGO Broadcom Inc. | 1.34% | 4,365 | $7.0M | Add +22.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.17% | 153,476 | $6.1M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 1.00% | 25,879 | $5.2M | Add +15.6% |
| UBER Uber Technologies Inc. | 0.97% | 69,963 | $5.1M | Reduce -2.1% |
| GE General Electric filed as GE AEROSPACE | 0.96% | 31,611 | $5.0M | Add +2.5% |
| AMD Advanced Micro Devices | 0.79% | 25,457 | $4.1M | Reduce -27.9% |
| GOOGL Alphabet Inc. Class A | 0.51% | 14,755 | $2.7M | Add +10439.3% |
| LOW Lowe's Cos Inc. | 0.50% | 11,763 | $2.6M | Reduce -18.3% |
| AMGN Amgen Inc. | 0.47% | 7,833 | $2.4M | Reduce -2.1% |
| NOW ServiceNow Inc. | 0.41% | 2,742 | $2.2M | Reduce -18.3% |
| WMT Walmart Inc. | 0.40% | 31,239 | $2.1M | Add +16.7% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.40% | 38,000 | $2.1M | No change |
| MRK Merck & Co. Inc. | 0.37% | 15,722 | $1.9M | Reduce -7.5% |
| MS Morgan Stanley | 0.37% | 19,669 | $1.9M | Reduce -3.3% |
| EMR Emerson Electric Co. | 0.31% | 14,921 | $1.6M | Add +11.4% |
| GEV GE Vernova Inc. | 0.27% | 8,196 | $1.4M | Add +6.3% |
| GS Goldman Sachs Group Inc. | 0.24% | 2,791 | $1.3M | Add +66.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 3,096 | $1.3M | Add +5.4% |
| CMC Commercial Metals Co. | 0.24% | 22,777 | $1.3M | Reduce -3.0% |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | 0.23% | 31,771 | $1.2M | Add +70.1% |
| HCA HCA Healthcare Inc. | 0.22% | 3,602 | $1.2M | Reduce -22.2% |
| NFLX Netflix Inc. | 0.22% | 1,689 | $1.1M | Add +322.3% |
| NVDL Granitesh 2X LNG Nvda ETF | 0.20% | 14,673 | $1.0M | Reduce -1.3% |
| PEP Pepsico Inc. | 0.18% | 5,788 | $955K | Reduce -0.8% |
| SCHV Schwab US Large-Cap Value | 0.17% | 12,241 | $907K | Add +14.2% |
| MRVL Marvell Technology Inc. | 0.17% | 12,955 | $906K | Add +11.2% |
| KMI Kinder Morgan Inc. | 0.17% | 45,226 | $899K | Reduce -15.3% |
| LMT Lockheed Martin Corp. | 0.15% | 1,721 | $804K | Reduce -7.0% |
| CVX Chevron Corp. | 0.15% | 4,998 | $782K | Reduce -10.1% |
| HON Honeywell International Inc. | 0.14% | 3,400 | $726K | Reduce -3.3% |
| TSLA Tesla Inc. | 0.14% | 3,639 | $720K | Reduce -8.4% |
| ZTS Zoetis Inc. | 0.13% | 3,785 | $656K | Reduce -6.3% |
| DD Dupont DE Nemours Inc. | 0.12% | 8,099 | $652K | Reduce -11.1% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 1,123 | $621K | Reduce -2.1% |
| BDJ BlackRock Enhanced Eqty DVD | 0.12% | 74,904 | $612K | Reduce -9.3% |
| ROK Rockwell Automation Inc. | 0.12% | 2,223 | $612K | Reduce -12.1% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 3,314 | $605K | No change |
| ABBV Abbvie Inc. | 0.11% | 3,384 | $580K | Add +0.4% |
| RTX RTX Corp. | 0.11% | 5,730 | $575K | Reduce -1.1% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 5,670 | $572K | Add +69.5% |
| EEM iShares MSCI Emerging Market | 0.11% | 13,115 | $559K | Reduce -6.2% |
| GM General Motors Co. | 0.10% | 11,161 | $519K | Reduce -34.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 3,089 | $496K | Add +25.1% |
| LULU Lululemon Athletica Inc. | 0.09% | 1,624 | $485K | Reduce -14.1% |
| ADP Automatic Data Processing | 0.09% | 2,000 | $477K | No change |
| XOM Exxon Mobil Corp. | 0.09% | 3,880 | $447K | Reduce -9.5% |
| SLV iShares Silver Trust | 0.08% | 16,631 | $442K | Add +99.6% |
| ALL Allstate Corp. | 0.08% | 2,760 | $441K | Reduce -7.2% |
| DOW Dow Inc. | 0.08% | 7,772 | $412K | Reduce -1.6% |
| SMCI Super Micro Computer Inc. | 0.08% | 494 | $405K | Add +90.0% |
| ENPH Enphase Energy Inc. | 0.08% | 4,038 | $403K | Reduce -16.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 724 | $394K | Add +399.3% |
| COST Costco Wholesale Corp. | 0.07% | 443 | $377K | Reduce -7.3% |
| DHR Danaher Corp. | 0.06% | 1,308 | $327K | Reduce -3.6% |
| QCOM Qualcomm Inc. | 0.06% | 1,608 | $320K | No change |
| HUM Humana Inc. | 0.06% | 840 | $314K | Reduce -5.2% |
| ALAB Astera Labs Inc. | 0.06% | 5,087 | $308K | Add +136.6% |
| LLY Eli Lilly & Co. | 0.06% | 333 | $301K | Add +233.0% |
| CAT Caterpillar Inc. | 0.06% | 902 | $300K | Add +1.1% |
| ARM Arm Holdings PLC-ADR | 0.06% | 1,820 | $298K | Reduce -94.7% |
| JNJ Johnson & Johnson | 0.06% | 2,033 | $297K | Reduce -87.9% |
| PFE Pfizer Inc. | 0.06% | 10,280 | $288K | Reduce -14.7% |
| BKNG Booking Holdings Inc. | 0.05% | 70 | $277K | Add +250.0% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 10,887 | $276K | Add +889.7% |
| AFRM Affirm Holdings Inc. | 0.05% | 9,083 | $274K | Add +894.9% |
| MCD McDonald's Corp. | 0.05% | 1,068 | $272K | No change |
| CPER United States Copper Index | 0.04% | 8,550 | $233K | Add +755.0% |
| APP AppLovin Corp. Class A | 0.04% | 2,300 | $191K | No change |
| XBGYX BlackRock Enh Intl DVD TR | 0.04% | 34,116 | $190K | Reduce -21.8% |
| BLK BlackRock Finance Inc. | 0.04% | 234 | $184K | Reduce -6.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 994 | $172K | Reduce -4.8% |
| HD Home Depot Inc. | 0.03% | 499 | $172K | Reduce -70.7% |
| INVESTMENT MANAGERS SER TR I | 0.03% | 5,500 | $168K | Add +22.2% |
| KKR KKR & Co. Inc. | 0.03% | 1,569 | $165K | No change |
| TGT Target Corp. | 0.03% | 1,090 | $161K | No change |
| LYFT LYFT Inc. Class A | 0.03% | 11,360 | $160K | Reduce -58.2% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.03% | 115 | $158K | Add +43.8% |
| DE Deere & Co. | 0.03% | 419 | $157K | No change |
| NOC Northrop Grumman Corp. | 0.03% | 352 | $153K | Add +12.8% |
| TQQQ Proshares Ultrapro QQQ | 0.03% | 2,000 | $148K | No change |
| VZ Verizon Communications Inc. | 0.03% | 3,571 | $147K | Reduce -46.6% |
| NEE Nextera Energy Inc. | 0.03% | 2,041 | $145K | Reduce -10.4% |
| CMCSA Comcast Corp. Class A | 0.02% | 3,050 | $119K | No change |
| FNCB FNCB Bancorp Inc. | 0.02% | 16,929 | $114K | No change |
| ADBE Adobe Inc. | 0.02% | 196 | $109K | Reduce -89.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 1,078 | $107K | Reduce -27.1% |
| GFI Gold Fields Ltd.-Spons ADR | 0.02% | 6,700 | $100K | No change |
| DVN Devon Energy Corp. | 0.02% | 2,099 | $99K | No change |
| KGC Kinross Gold Corp. | 0.02% | 11,250 | $94K | No change |
| AMAT Applied Materials Inc. | 0.02% | 393 | $93K | Add +1.8% |
| CSCO Cisco Systems Inc. | 0.02% | 1,751 | $83K | Reduce -7.3% |
| PROSHARES TR | 0.02% | 10,000 | $83K | No change |
Options reported separately and not counted above: AMZN calls ($5.9M), NVDA calls ($3.1M), CRWD calls ($1.1M), PLTR calls ($507K), META calls ($504K), SMCI calls ($246K), ALAB calls ($103K).
Lines left out (1) · $37 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP | 0 | $37 |
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: $522.9M.
Portfolio Sells Q1 2024 → Q2 2024
| ARM Arm Holdings PLC-ADR | Reduce -94.7% | 0.06% | −0.90 |
| AMD Advanced Micro Devices | Reduce -27.9% | 0.79% | −0.63 |
| JNJ Johnson & Johnson | Reduce -87.9% | 0.06% | −0.54 |
| LOW Lowe's Cos Inc. | Reduce -18.3% | 0.50% | −0.32 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.31 |
| UBER Uber Technologies Inc. | Reduce -2.1% | 0.97% | −0.25 |
| UNH Unitedhealth Group Inc. | Reduce -99.8% | 0.00% | −0.21 |
| ADBE Adobe Inc. | Reduce -89.9% | 0.02% | −0.20 |
| PANW Palo Alto Networks Inc. | Reduce -10.6% | 1.88% | −0.17 |
| BAC Bank of America Corp. | Reduce -2.7% | 1.17% | −0.17 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.16 |
| AAPL Apple Inc. | Reduce -9.7% | 3.14% | −0.16 |
| NOW ServiceNow Inc. | Reduce -18.3% | 0.41% | −0.16 |
| MRK Merck & Co. Inc. | Reduce -7.5% | 0.37% | −0.13 |
| HCA HCA Healthcare Inc. | Reduce -22.2% | 0.22% | −0.12 |
| HD Home Depot Inc. | Reduce -70.7% | 0.03% | −0.11 |
| LYFT LYFT Inc. Class A | Reduce -58.2% | 0.03% | −0.09 |
| GM General Motors Co. | Reduce -34.6% | 0.10% | −0.07 |
| LULU Lululemon Athletica Inc. | Reduce -14.1% | 0.09% | −0.07 |
| CMC Commercial Metals Co. | Reduce -3.0% | 0.24% | −0.07 |
| CVS CVS Health Corp. | Reduce -80.5% | 0.01% | −0.06 |
| MS Morgan Stanley | Reduce -3.3% | 0.37% | −0.06 |
| MDT Medtronic PLC | Reduce -75.6% | 0.01% | −0.06 |
| ENPH Enphase Energy Inc. | Reduce -16.1% | 0.08% | −0.05 |
| ROK Rockwell Automation Inc. | Reduce -12.1% | 0.12% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -15.3% | 0.17% | −0.05 |
| CVX Chevron Corp. | Reduce -10.1% | 0.15% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.18% | −0.04 |
| AMGN Amgen Inc. | Reduce -2.1% | 0.47% | −0.04 |
| BDJ BlackRock Enhanced Eqty DVD | Reduce -9.3% | 0.12% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -46.6% | 0.03% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -7.0% | 0.15% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -11.1% | 0.12% | −0.03 |
| ALL Allstate Corp. | Reduce -7.2% | 0.08% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.1% | 0.12% | −0.03 |
| EA Electronic Arts Inc. | Reduce -63.3% | 0.01% | −0.03 |
| ZTS Zoetis Inc. | Reduce -6.3% | 0.13% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -9.5% | 0.09% | −0.03 |
| DOW Dow Inc. | Reduce -1.6% | 0.08% | −0.02 |
| HON Honeywell International Inc. | Reduce -3.3% | 0.14% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -6.2% | 0.11% | −0.02 |
| DIS The Walt Disney Co. | Reduce -27.1% | 0.02% | −0.02 |
| PFE Pfizer Inc. | Reduce -14.7% | 0.06% | −0.02 |
| TSLA Tesla Inc. | Reduce -8.4% | 0.14% | −0.02 |
| XBGYX BlackRock Enh Intl DVD TR | Reduce -21.8% | 0.04% | −0.02 |
| UPRO Proshares Ultrapro S&P 500 | Reduce -50.0% | 0.01% | −0.02 |
| RTX RTX Corp. | Reduce -1.1% | 0.11% | −0.02 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -91.7% | 0.00% | −0.01 |
| DHR Danaher Corp. | Reduce -3.6% | 0.06% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +1.8% | 30.47% | +4.96 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +563.4% | 1.76% | +1.50 |
| GOOGL Alphabet Inc. Class A | Add +10439.3% | 0.51% | +0.51 |
| AVGO Broadcom Inc. | Add +22.7% | 1.34% | +0.29 |
| NFLX Netflix Inc. | Add +322.3% | 0.22% | +0.16 |
| GS Goldman Sachs Group Inc. | Add +66.3% | 0.24% | +0.09 |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | Add +70.1% | 0.23% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +399.3% | 0.08% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +889.7% | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +16.7% | 0.40% | +0.05 |
| AFRM Affirm Holdings Inc. | Add +894.9% | 0.05% | +0.04 |
| SLV iShares Silver Trust | Add +99.6% | 0.08% | +0.04 |
| LLY Eli Lilly & Co. | Add +233.0% | 0.06% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +69.5% | 0.11% | +0.04 |
| CPER United States Copper Index | Add +755.0% | 0.04% | +0.04 |
| BKNG Booking Holdings Inc. | Add +250.0% | 0.05% | +0.04 |
| ALAB Astera Labs Inc. | Add +136.6% | 0.06% | +0.02 |
| SMCI Super Micro Computer Inc. | Add +90.0% | 0.08% | +0.02 |
| SCHF Schwab Intl Equity ETF | New | 0.01% | +0.01 |
| GLW Corning Inc. | New | 0.01% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.01% | +0.01 |
| BND Vanguard Total Bond Market | Add +15350.0% | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | New | 0.01% | +0.01 |
| C Citigroup Inc. | Add +666.7% | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | New | 0.01% | +0.01 |
| O Realty Income Corp. | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | New | 0.01% | +0.01 |
| INVESTMENT MANAGERS SER TR I | Add +22.2% | 0.03% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +25.1% | 0.09% | +0.01 |
| SIVR Abrdn Physical Silver Shares | New | 0.01% | +0.01 |
| IAU iShares Gold Trust | New | 0.00% | +0.00 |
| GBTC Grayscale Bitcoin Trust ETF | Add +483.0% | 0.01% | +0.00 |
| IJR iShares Core S&P Small-Cap E | New | 0.00% | +0.00 |
| MU Micron Technology Inc. | Add +368.3% | 0.00% | +0.00 |
| FCX Freeport-McMoran Inc. | Add +76.9% | 0.01% | +0.00 |
| REGL Prshrs S&P Mid 400 DVD Arist | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +15.6% | 1.00% | +0.00 |
| NOBL Proshares S&P 500 Dividend A | New | 0.00% | +0.00 |
| BHVN Biohaven Ltd. | New | 0.00% | +0.00 |
| GDX Vaneck Gold Miners ETF | New | 0.00% | +0.00 |
| INDA iShares MSCI India ETF | New | 0.00% | +0.00 |
| GCOW Pacer Global Cash Cows Divid | New | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.5% | 0.01% | +0.00 |
| AI C3.AI Inc. Class A | New | 0.00% | +0.00 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.00% | +0.00 |
| WTAI Wisdomtree AI and Innovation | New | 0.00% | +0.00 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.00% | +0.00 |
Options Activity Q1 2024 → Q2 2024
| AMZN Amazon.com Inc. | call | Add +73.9% | 30,600 | $5.9M |
| NVDA Nvidia Corp. | call | Reduce -13.8% | 25,000 | $3.1M |
| CRWD CrowdStrike Holdings Inc. Class A | call | New | 3,000 | $1.1M |
| PLTR Palantir Technologies Inc. Class A | call | Add +185.7% | 20,000 | $507K |
| META Meta Platforms Inc. Class A | call | Reduce -66.7% | 1,000 | $504K |
| SMCI Super Micro Computer Inc. | call | Add +200.0% | 300 | $246K |
| ALAB Astera Labs Inc. | call | New | 1,700 | $103K |
| ARM Arm Holdings PLC-ADR | call | Sold out | 400 | $50Kbefore exit |
| PANW Palo Alto Networks Inc. | call | Sold out | 100 | $28Kbefore exit |
| AFRM Affirm Holdings Inc. | call | Sold out | 300 | $11Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 |