Hoey Investments, Inc Portfolio Holdings

Hoey Investments, Inc

  • $524 Million
  • Q3 2024

Hoey Investments, Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $524 Million distributed in 397 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $157M, Amazon Com Inc with a value of $106M, Microsoft Corp with a value of $61.8M, Meta Platforms, Inc. with a value of $61.2M, and Apple Inc. with a value of $18.1M.

Examining the 13F form we can see an decrease of $5.17M in the current position value, from $530M to 524M.

Hoey Investments, Inc is based out at Coatesville, PA

Below you can find more details about Hoey Investments, Inc portfolio as well as his latest detailed transactions.

Portfolio value $524 Million
Technology: $275 Million
Consumer Cyclical: $118 Million
Communication Services: $66 Million
Financial Services: $26.7 Million
Industrials: $12.1 Million
Healthcare: $9.8 Million
ETFs: $6.98 Million
Consumer Defensive: $4.13 Million
Other: $5.91 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.9B
$34,000 0.01% of portfolio
544
Q2 2024 New
$83.8B
$29,000 0.01% of portfolio
1,248
Q2 2024 Added 0.08%
$20.9B
$49,000 0.01% of portfolio
1,457
Q4 2022 Added 49.13%
$121B
$32,000 0.01% of portfolio
572
Q1 2023 Reduced 87.41%
$54.3B
$29,000 0.01% of portfolio
583
Q2 2024 Added 483.0%
$56.1B
$45,000 0.01% of portfolio
920
Q2 2024 Added 76.92%
$22.9B
$50,000 0.01% of portfolio
345
Q1 2024 Reduced 12.44%
$11B
$62,000 0.01% of portfolio
562
Q4 2023 New
$30.8B
$52,000 0.01% of portfolio
440
Q2 2024 Reduced 8.33%
$58.1B
$50,000 0.01% of portfolio
800
Q2 2024 Reduced 80.49%
$10.1B
$40,000 0.01% of portfolio
50
Q1 2024 New
$49.9B
$40,000 0.01% of portfolio
126
Q2 2024 Reduced 25.88%
$107B
$66,000 0.01% of portfolio
439
Q2 2024 Reduced 12.2%
$39.6B
$55,000 0.01% of portfolio
312
Q2 2023 Added 2,500.0%
$40.5B
$76,000 0.01% of portfolio
1,700
Q2 2024 New
$14.7B
$62,000 0.01% of portfolio
1,050
Q3 2020 New
$25.8B
$49,000 0.01% of portfolio
400
Q3 2020 Reduced 55.56%
$39.2B
$4,000 0.0% of portfolio
46
Q1 2023 New
$96.7B
$25,000 0.0% of portfolio
200
Q2 2023 Reduced 38.46%
$27.7B
$4,000 0.0% of portfolio
92
Q1 2023 New
$142B
$8,000 0.0% of portfolio
32
Q1 2023 New
$15.3B
$2,000 0.0% of portfolio
52
Q1 2023 New
$24B
$4,000 0.0% of portfolio
150
Q4 2019 New
$83.8B
$13,000 0.0% of portfolio
21
Q2 2024 Reduced 16.0%
$96.7B
$4,000 0.0% of portfolio
50
Q4 2022 Added 2.04%
$55.1B
$3,000 0.0% of portfolio
16
Q1 2023 New
$191B
$3,000 0.0% of portfolio
25
Q3 2023 New
$53.7B
$26,000 0.0% of portfolio
200
Q2 2023 Reduced 5.66%
$21.4B
$0 0.0% of portfolio
3
Q2 2024 New
$17.6B
$3,000 0.0% of portfolio
110
Q2 2024 New
$197B
$8,000 0.0% of portfolio
68
Q3 2023 Added 100.0%
$102B
$3,000 0.0% of portfolio
40
Q3 2023 Reduced 22.87%
$21.5B
$0 0.0% of portfolio
10
Q2 2024 New
$92.1B
$6,000 0.0% of portfolio
45
Q4 2021 Reduced 68.97%
$141B
$0 0.0% of portfolio
3
Q2 2024 New
$145B
$3,000 0.0% of portfolio
52
Q1 2023 New
$38.4B
$0 0.0% of portfolio
5
Q2 2024 New
$25.6B
$0 0.0% of portfolio
24
Q2 2024 New
$35.3B
$0 0.0% of portfolio
3
Q3 2022 New
$23.2B
$0 0.0% of portfolio
42
Q1 2020 New
$15B
$9,000 0.0% of portfolio
784
Q2 2024 Reduced 8.3%
$105B
$6,000 0.0% of portfolio
13
Q1 2023 Reduced 93.9%
$56.9B
$0 0.0% of portfolio
2
Q2 2024 New
$136B
$2,000 0.0% of portfolio
39
Q2 2024 Reduced 92.76%
$52.2B
$8,000 0.0% of portfolio
56
Q1 2023 New
$12.4B
$0 0.0% of portfolio
59
Q2 2024 Added 34.09%
$177B
$19,000 0.0% of portfolio
100
Q1 2024 New
$14.1B
$5,000 0.0% of portfolio
26
Q1 2023 New
$22.4B
$2,000 0.0% of portfolio
106
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $524 Million
  • Prior Value $530 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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