Hoey Investments, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Hoey Investments, Inc. reported 361 stock positions worth $587.7 million. Its top holding was Nvidia (NVDA) at 30.9% of the portfolio, followed by Amazon.com (AMZN, 22.1%) and Meta Platforms Class A (META, 11.9%). Compared with Q3 2024, it opened 64 new positions, sold out of 92, added to 60 and reduced 98. The biggest buy was Palantir Technologies Class A (PLTR, shares +1523%) and the biggest sale Microsoft (MSFT, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- COATESVILLE, PA
- CIK
- 0001799544
- Portfolio Value
- $587.7M (Q4 2024)
- SEC Filing
- 0001799544-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 361 stocks · $587.7M
| NVDA Nvidia Corp. | 30.88% | 1,351,477 | $181.5M | Add +4.8% |
| AMZN Amazon.com Inc. | 22.10% | 592,082 | $129.9M | Add +3.8% |
| META Meta Platforms Inc. Class A | 11.90% | 119,431 | $69.9M | Add +11.8% |
| MSFT Microsoft Corp. | 9.65% | 134,519 | $56.7M | Reduce -6.4% |
| AAPL Apple Inc. | 4.05% | 95,108 | $23.8M | Add +22.1% |
| PLTR Palantir Technologies Inc. Class A | 2.27% | 176,659 | $13.4M | Add +1522.7% |
| WFC Wells Fargo & Co. | 1.95% | 163,216 | $11.5M | Add +13.7% |
| AVGO Broadcom Inc. | 1.73% | 43,822 | $10.2M | Add +903.9% |
| JPM JPMorgan Chase & Co. | 1.48% | 36,396 | $8.7M | Add +40.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.20% | 159,903 | $7.0M | Add +4.2% |
| GE General Electric filed as GE AEROSPACE | 1.07% | 37,563 | $6.3M | Add +18.8% |
| GS Goldman Sachs Group Inc. | 0.88% | 9,054 | $5.2M | Add +224.4% |
| WMT Walmart Inc. | 0.81% | 52,829 | $4.8M | Add +69.1% |
| NOW ServiceNow Inc. | 0.76% | 4,187 | $4.4M | Add +52.7% |
| UBER Uber Technologies Inc. | 0.68% | 66,263 | $4.0M | Reduce -5.3% |
| MS Morgan Stanley | 0.66% | 30,961 | $3.9M | Add +57.4% |
| LOW Lowe's Cos Inc. | 0.46% | 10,937 | $2.7M | Reduce -7.0% |
| GEV GE Vernova Inc. | 0.46% | 8,204 | $2.7M | Add +0.1% |
| NFLX Netflix Inc. | 0.26% | 1,739 | $1.6M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 3,106 | $1.4M | Add +0.3% |
| AMGN Amgen Inc. | 0.24% | 5,349 | $1.4M | Reduce -31.7% |
| EMR Emerson Electric Co. | 0.23% | 10,858 | $1.3M | Reduce -27.2% |
| CMC Commercial Metals Co. | 0.21% | 24,896 | $1.2M | Add +9.3% |
| NVDL Granitesh 2X LNG Nvda ETF | 0.21% | 18,248 | $1.2M | Add +24.4% |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | 0.20% | 27,781 | $1.2M | Reduce -12.6% |
| LMT Lockheed Martin Corp. | 0.19% | 2,304 | $1.1M | Add +33.9% |
| MRVL Marvell Technology Inc. | 0.19% | 9,955 | $1.1M | Reduce -23.2% |
| KMI Kinder Morgan Inc. | 0.17% | 36,845 | $1.0M | Reduce -18.5% |
| SCHV Schwab US Large-Cap Value | 0.15% | 34,446 | $898K | Reduce -6.2% |
| HCA HCA Healthcare Inc. | 0.15% | 2,843 | $853K | Reduce -21.1% |
| PEP Pepsico Inc. | 0.14% | 5,377 | $818K | Reduce -7.1% |
| CAT Caterpillar Inc. | 0.14% | 2,193 | $796K | Add +143.1% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.13% | 28,978 | $791K | Reduce -23.7% |
| RTX RTX Corp. | 0.12% | 6,284 | $727K | Add +9.7% |
| ABBV Abbvie Inc. | 0.12% | 3,920 | $697K | Add +15.8% |
| COST Costco Wholesale Corp. | 0.12% | 753 | $690K | Add +70.0% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 3,359 | $658K | Add +1.4% |
| ALAB Astera Labs Inc. | 0.11% | 4,800 | $636K | Reduce -5.6% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 21,935 | $611K | Reduce -3.3% |
| ADP Automatic Data Processing | 0.10% | 2,000 | $585K | No change |
| DD Dupont DE Nemours Inc. | 0.09% | 7,016 | $535K | Reduce -13.4% |
| NOC Northrop Grumman Corp. | 0.09% | 1,114 | $523K | Add +216.5% |
| LULU Lululemon Athletica Inc. | 0.09% | 1,344 | $514K | Reduce -17.2% |
| ZTS Zoetis Inc. | 0.09% | 3,106 | $506K | Reduce -17.9% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 970 | $505K | Reduce -13.6% |
| CMI Cummins Inc. | 0.08% | 1,430 | $498K | Add +1034.9% |
| ROK Rockwell Automation Inc. | 0.08% | 1,744 | $498K | Reduce -21.6% |
| HON Honeywell International Inc. | 0.08% | 2,200 | $497K | Reduce -35.3% |
| GM General Motors Co. | 0.08% | 8,511 | $453K | Reduce -23.7% |
| GSK GSK PLC-Spon ADR | 0.08% | 13,379 | $452K | New |
| SLV iShares Silver Trust | 0.07% | 16,631 | $438K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.07% | 1,500 | $434K | Add +1204.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,926 | $423K | Add +93.8% |
| ALL Allstate Corp. | 0.07% | 2,131 | $411K | Reduce -22.8% |
| TSLA Tesla Inc. | 0.06% | 931 | $376K | Reduce -74.4% |
| JNJ Johnson & Johnson | 0.06% | 2,413 | $349K | Add +18.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 1,758 | $347K | Add +328.8% |
| CVX Chevron Corp. | 0.06% | 2,312 | $335K | Reduce -53.7% |
| EEM iShares MSCI Emerging Market | 0.06% | 7,732 | $323K | Reduce -41.0% |
| GOOGL Alphabet Inc. Class A | 0.05% | 1,680 | $318K | Reduce -88.6% |
| MA Mastercard Inc. Class A | 0.05% | 600 | $316K | Add +1100.0% |
| MCD McDonald's Corp. | 0.05% | 1,068 | $310K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 2,798 | $301K | Reduce -27.9% |
| BITO Proshares Bitcoin ETF-Usd | 0.05% | 13,124 | $299K | New |
| LRCX Lam Research Corp. | 0.05% | 4,130 | $298K | Add +726.0% |
| BA The Boeing Co. | 0.05% | 1,530 | $271K | Add +248.5% |
| PFE Pfizer Inc. | 0.04% | 9,428 | $250K | Reduce -8.3% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 4,595 | $244K | Add +188.1% |
| HD Home Depot Inc. | 0.04% | 609 | $237K | Add +22.0% |
| DOW Dow Inc. | 0.04% | 5,821 | $234K | Reduce -25.1% |
| BLK BlackRock Inc. | 0.04% | 212 | $217K | Reduce -9.4% |
| LNG Cheniere Energy Inc. | 0.04% | 1,000 | $215K | Add +669.2% |
| KKR KKR & Co. Inc. | 0.04% | 1,413 | $209K | Reduce -9.9% |
| PANW Palo Alto Networks Inc. | 0.03% | 1,100 | $200K | Reduce -98.1% |
| DHR Danaher Corp. | 0.03% | 821 | $188K | Reduce -37.2% |
| QCOM Qualcomm Inc. | 0.03% | 1,202 | $185K | Reduce -25.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.03% | 2,070 | $168K | Add +2857.1% |
| TQQQ Proshares Ultrapro QQQ | 0.03% | 2,000 | $158K | No change |
| AMD Advanced Micro Devices | 0.03% | 1,305 | $158K | Reduce -94.9% |
| SHOP Shopify Inc. Class A | 0.03% | 1,390 | $148K | New |
| VZ Verizon Communications Inc. | 0.03% | 3,691 | $148K | Add +3.4% |
| NEE Nextera Energy Inc. | 0.02% | 2,020 | $145K | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 237 | $139K | Reduce -67.3% |
| TGT Target Corp. | 0.02% | 1,014 | $137K | Reduce -7.0% |
| CPER United States Copper Index | 0.02% | 5,150 | $130K | Reduce -39.8% |
| GLW Corning Inc. | 0.02% | 2,700 | $128K | Add +58.8% |
| PFIS Peoples Financial Services | 0.02% | 2,471 | $126K | New |
| SYK Stryker Corp. | 0.02% | 348 | $125K | New |
| ANET Arista Networks Inc. | 0.02% | 1,060 | $117K | New |
| AEP American Electric Power | 0.02% | 1,210 | $112K | New |
| CMCSA Comcast Corp. Class A | 0.02% | 2,942 | $110K | Reduce -3.5% |
| ADBE Adobe Inc. | 0.02% | 239 | $106K | Add +21.9% |
| COIN Coinbase Global Inc. Class A | 0.02% | 412 | $102K | Add +32.0% |
| CSCO Cisco Systems Inc. | 0.02% | 1,719 | $102K | Reduce -1.8% |
| DGRO iShares Core Dividend Growth | 0.02% | 1,653 | $101K | New |
| GIB Cgi Inc. | 0.02% | 910 | $99K | New |
| BDN Brandywine Realty Trust | 0.02% | 16,386 | $92K | No change |
| MDT Medtronic PLC | 0.02% | 1,112 | $89K | Add +29.1% |
| ITW Illinois Tool Works | 0.02% | 350 | $89K | Add +993.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 500 | $85K | Reduce -83.8% |
Options reported separately and not counted above: AMZN calls ($3.4M), NVDA calls ($2.6M), PLTR calls ($1.1M), AVGO calls ($116K).
Lines left out (1) · $38 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP | 0 | $38 |
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: $587.7M.
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -6.4% | 9.65% | −2.64 |
| PANW Palo Alto Networks Inc. | Reduce -98.1% | 0.03% | −1.84 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -99.4% | 0.01% | −1.75 |
| AMD Advanced Micro Devices | Reduce -94.9% | 0.03% | −0.76 |
| GOOGL Alphabet Inc. Class A | Reduce -88.6% | 0.05% | −0.46 |
| MRK Merck & Co. Inc. | Reduce -99.9% | 0.00% | −0.37 |
| UBER Uber Technologies Inc. | Reduce -5.3% | 0.68% | −0.29 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -23.7% | 0.13% | −0.27 |
| AMGN Amgen Inc. | Reduce -31.7% | 0.24% | −0.23 |
| BDJ BlackRock Enhanced Eqty DVD | Sold out | 0.00% | −0.12 |
| CVX Chevron Corp. | Reduce -53.7% | 0.06% | −0.09 |
| EMR Emerson Electric Co. | Reduce -27.2% | 0.23% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -83.8% | 0.01% | −0.08 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.08 |
| HCA HCA Healthcare Inc. | Reduce -21.1% | 0.15% | −0.08 |
| TSLA Tesla Inc. | Reduce -74.4% | 0.06% | −0.07 |
| ENPH Enphase Energy Inc. | Reduce -90.1% | 0.00% | −0.07 |
| HUM Humana Inc. | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Reduce -35.3% | 0.08% | −0.05 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.05 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.05 |
| EEM iShares MSCI Emerging Market | Reduce -41.0% | 0.06% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -67.3% | 0.02% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -68.5% | 0.01% | −0.04 |
| PEP Pepsico Inc. | Reduce -7.1% | 0.14% | −0.04 |
| ARM Arm Holdings PLC-ADR | Reduce -64.3% | 0.01% | −0.04 |
| ZTS Zoetis Inc. | Reduce -17.9% | 0.09% | −0.04 |
| DOW Dow Inc. | Reduce -25.1% | 0.04% | −0.04 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -7.0% | 0.46% | −0.04 |
| XBGYX BlackRock Enh Intl DVD TR | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -27.9% | 0.05% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -13.4% | 0.09% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -13.6% | 0.09% | −0.03 |
| ROK Rockwell Automation Inc. | Reduce -21.6% | 0.08% | −0.03 |
| DHR Danaher Corp. | Reduce -37.2% | 0.03% | −0.03 |
| SARK Tradr 1X Short Innov DLY-Usd | Reduce -81.8% | 0.00% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -25.3% | 0.03% | −0.03 |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | Reduce -12.6% | 0.20% | −0.03 |
| DE Deere & Co. | Reduce -93.1% | 0.00% | −0.03 |
| CPER United States Copper Index | Reduce -39.8% | 0.02% | −0.02 |
| GM General Motors Co. | Reduce -23.7% | 0.08% | −0.02 |
| FNCB FNCB Bancorp Inc. | Sold out | 0.00% | −0.02 |
| SCHV Schwab US Large-Cap Value | Reduce -6.2% | 0.15% | −0.02 |
| LYFT LYFT Inc. Class A | Reduce -54.2% | 0.01% | −0.02 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −0.01 |
| ALL Allstate Corp. | Reduce -22.8% | 0.07% | −0.01 |
| PFE Pfizer Inc. | Reduce -8.3% | 0.04% | −0.01 |
| GFI Gold Fields Ltd.-Spons ADR | Reduce -50.0% | 0.01% | −0.01 |
| FAS Dirx DLY Finacial B3X ETF-Ui | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| PLTR Palantir Technologies Inc. Class A | Add +1522.7% | 2.27% | +2.22 |
| META Meta Platforms Inc. Class A | Add +11.8% | 11.90% | +1.60 |
| AMZN Amazon.com Inc. | Add +3.8% | 22.10% | +1.01 |
| AAPL Apple Inc. | Add +22.1% | 4.05% | +0.91 |
| GS Goldman Sachs Group Inc. | Add +224.4% | 0.88% | +0.64 |
| JPM JPMorgan Chase & Co. | Add +40.6% | 1.48% | +0.48 |
| NVDA Nvidia Corp. | Add +4.8% | 30.88% | +0.41 |
| WMT Walmart Inc. | Add +69.1% | 0.81% | +0.41 |
| AVGO Broadcom Inc. | Add +903.9% | 1.73% | +0.39 |
| NOW ServiceNow Inc. | Add +52.7% | 0.76% | +0.34 |
| WFC Wells Fargo & Co. | Add +13.7% | 1.95% | +0.32 |
| MS Morgan Stanley | Add +57.4% | 0.66% | +0.30 |
| GEV GE Vernova Inc. | Add +0.1% | 0.46% | +0.19 |
| GE General Electric | Add +18.8% | 1.07% | +0.11 |
| CMI Cummins Inc. | Add +1034.9% | 0.08% | +0.08 |
| CAT Caterpillar Inc. | Add +143.1% | 0.14% | +0.08 |
| GSK GSK PLC-Spon ADR | New | 0.08% | +0.08 |
| NOC Northrop Grumman Corp. | Add +216.5% | 0.09% | +0.06 |
| BITO Proshares Bitcoin ETF-Usd | New | 0.05% | +0.05 |
| MA Mastercard Inc. Class A | Add +1100.0% | 0.05% | +0.05 |
| NFLX Netflix Inc. | Add +3.0% | 0.26% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +328.8% | 0.06% | +0.05 |
| COST Costco Wholesale Corp. | Add +70.0% | 0.12% | +0.05 |
| MSTR Strategy Inc. | Add +1204.3% | 0.07% | +0.04 |
| LRCX Lam Research Corp. | Add +726.0% | 0.05% | +0.04 |
| IBM Intl Business Machines Corp. | Add +93.8% | 0.07% | +0.04 |
| LMT Lockheed Martin Corp. | Add +33.9% | 0.19% | +0.04 |
| LNG Cheniere Energy Inc. | Add +669.2% | 0.04% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +188.1% | 0.04% | +0.03 |
| BA The Boeing Co. | Add +248.5% | 0.05% | +0.03 |
| BAC Bank of America Corp. | Add +4.2% | 1.20% | +0.03 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +2857.1% | 0.03% | +0.03 |
| SHOP Shopify Inc. Class A | New | 0.03% | +0.03 |
| PFIS Peoples Financial Services | New | 0.02% | +0.02 |
| SYK Stryker Corp. | New | 0.02% | +0.02 |
| ANET Arista Networks Inc. | New | 0.02% | +0.02 |
| AEP American Electric Power | New | 0.02% | +0.02 |
| DGRO iShares Core Dividend Growth | New | 0.02% | +0.02 |
| GIB Cgi Inc. | New | 0.02% | +0.02 |
| ITW Illinois Tool Works | Add +993.8% | 0.02% | +0.01 |
| RTX RTX Corp. | Add +9.7% | 0.12% | +0.01 |
| HACK Amplify Cybersecurity ETF | New | 0.01% | +0.01 |
| BITU Proshares Ultra Bitcoin ETF | New | 0.01% | +0.01 |
| IBB iShares Biotechnology ETF | New | 0.01% | +0.01 |
| NSC Norfolk Southern Corp. | Add +1756.3% | 0.01% | +0.01 |
| NVDL Granitesh 2X LNG Nvda ETF | Add +24.4% | 0.21% | +0.01 |
| KR Kroger Co. | New | 0.01% | +0.01 |
| CDNS Cadence Design SYS Inc. | New | 0.01% | +0.01 |
| COP Conocophillips | Add +779.0% | 0.01% | +0.01 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.01% | +0.01 |
Options Activity Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | call | Reduce -49.0% | 15,600 | $3.4M |
| NVDA Nvidia Corp. | call | Reduce -22.8% | 19,300 | $2.6M |
| CRWD CrowdStrike Holdings Inc. Class A | call | Sold out | 3,000 | $1.1Mbefore exit |
| PLTR Palantir Technologies Inc. Class A | call | Reduce -27.5% | 14,500 | $1.1M |
| META Meta Platforms Inc. Class A | call | Sold out | 1,000 | $504Kbefore exit |
| SMCI Super Micro Computer Inc. | call | Sold out | 300 | $246Kbefore exit |
| AVGO Broadcom Inc. | call | New | 500 | $116K |
| ALAB Astera Labs Inc. | call | Sold out | 1,700 | $103Kbefore 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 |