Hoey Investments, Inc Portfolio Holdings by Sector
Hoey Investments, Inc
- $505 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO NVDA MU TSM QCOM AVGO AMD 12 stocks |
$159,680
31.59% of portfolio
|
4
|
4
|
- | - |
2
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN AMZN BABA EBAY 4 stocks |
$112,880
22.33% of portfolio
|
1
|
2
|
1
|
- |
1
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META META GOOGL 3 stocks |
$71,937
14.23% of portfolio
|
2
|
1
|
1
|
- |
1
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR PLTR PANW CRWD ADBE QLYS ORCL 9 stocks |
$55,105
10.9% of portfolio
|
2
|
5
|
- | - |
1
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM BAC C HSBC 5 stocks |
$24,947
4.94% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$19,260
3.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER NOW MSTR SHOP CDNS COIN LYFT LPSN 8 stocks |
$8,104
1.6% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR CMI ROK ITW PH ETN OTIS 9 stocks |
$7,924
1.57% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW BTCS 4 stocks |
$7,035
1.39% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SCHV SLV VIG SCHG SOXL IUSG NLR BITO 79 stocks |
$6,793
1.34% of portfolio
|
41
|
11
|
30
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DLTR DG 5 stocks |
$5,784
1.14% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN ABBV JNJ PFE LLY SNY BMY AZN 10 stocks |
$3,881
0.77% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ORI 2 stocks |
$2,867
0.57% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT BA NOC TDG SPR 6 stocks |
$2,835
0.56% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$2,481
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI LNG EPD ET 4 stocks |
$1,268
0.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CMC NUE 2 stocks |
$1,188
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM HMC RIVN 4 stocks |
$897
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP MNST KO 3 stocks |
$720
0.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM BP 3 stocks |
$672
0.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR TWST 3 stocks |
$615
0.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$611
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD EMN PPG AXTA AVTR IFF 6 stocks |
$598
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM GIB FISV FIS CTSH KD 6 stocks |
$567
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$483
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS VTRS TLRY HLN 4 stocks |
$474
0.09% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL PGR LMND 3 stocks |
$409
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$389
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU ROST 2 stocks |
$377
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD BH PZZA SBUX 4 stocks |
$351
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB CCL 3 stocks |
$346
0.07% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA COF PYPL 3 stocks |
$333
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA TDS T LUMN VOD 6 stocks |
$318
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR PDT ETJ USA NTRS AGD JHI BLW 9 stocks |
$280
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK MDT ABT TMCI 4 stocks |
$273
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS FOXA ROKU WBD 5 stocks |
$270
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$263
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEP DUK EIX PPL 5 stocks |
$204
0.04% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
GFI KGC WPM 3 stocks |
$194
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$185
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP DVN APA EQT 4 stocks |
$170
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO CIEN HPE 3 stocks |
$112
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PFIS FCNCA 2 stocks |
$112
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$107
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O 2 stocks |
$93
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
UNM 1 stocks |
$85
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BDN DEA 2 stocks |
$81
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML 2 stocks |
$73
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$71
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$70
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW WBX 2 stocks |
$68
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
KMB PG UL 3 stocks |
$63
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$55
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL HPQ 3 stocks |
$51
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$50
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS ELV 2 stocks |
$43
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
PCH WY 2 stocks |
$42
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
DYAI IOVA VRTX RXRX NVO CRSP JAZZ AIM 10 stocks |
$38
0.01% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$38
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
PVH UA VFC 3 stocks |
$33
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$24
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$24
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL 1 stocks |
$19
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENR PLUG BE 3 stocks |
$17
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$15
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$15
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP SEE 2 stocks |
$15
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$14
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
TECK PLL 2 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE DNB 2 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MGA QS 2 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY TSCO BBWI 3 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Conglomerates | Financial Services
VOYA 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
LVS 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
SLQT 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Recreational Vehicles | Consumer Cyclical
HOG 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|