HOEY INVESTMENTS, INC

RIA/Wealth

HOEY INVESTMENTS, INC is a RIA/Wealth based in Coatesville, PA led by Francis James Hoey, managing $739.2M across 403 long positions as of Q3 2025 with 53% Technology concentration, 86% concentrated in top 10 holdings, 34% allocation to NVDA, and 53% technology allocation.

CCOFrancis James Hoey

Portfolio Value: $739.2M
Positions: 403
Top Holding: NVDA at 33.59%
Last Reported: Q3 2025

Address1000 Brandywine Creek Rd., Coatesville, PA, 19320, United States

Top Holdings

Largest long holdings in HOEY INVESTMENTS, INC's portfolio (85.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$248.3M	33.59%	-$3.8M Sold	0.01% 1.3M shares	Q3 2025 Held for 2 months
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$131.4M	17.77%	-$810.9K Sold	0.01% 598.3K shares	Q3 2025 Held for 2 months
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$99.1M	13.41%	+$731.4K Bought	0.01% 135.0K shares	Q3 2025 Held for 2 months
4 Microsoft MSFT	Software - Infrastructure Technology	$63.0M	8.52%	+$393.6K Bought	0.00% 121.6K shares	Q2 2022 Held for 3y 5m
5 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$24.8M	3.36%	-$255.9K Sold	0.01% 136.0K shares	Q3 2025 Held for 2 months
6 Apple AAPL	Consumer Electronics Technology	$18.9M	2.55%	+$79.2K Bought	0.00% 74.1K shares	Q3 2023 Held for 2y 2m
7 Broadcom Inc. AVGO	Semiconductors Technology	$16.8M	2.27%	+$442.7K Bought	0.00% 50.9K shares	Q3 2025 Held for 2 months
8 Wells Fargo & Company WFC	Banks - Diversified Financial Services	$12.0M	1.63%	-$47.4K Sold	0.00% 143.4K shares	Q2 2021 Held for 4y 5m
9 General Electric GE	Aerospace & Defense Industrials	$10.2M	1.38%	+$418.7K Bought	0.00% 33.8K shares	Q4 2019 Held for 5y 11m
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$9.8M	1.32%	+$211.7K Bought	0.00% 31.0K shares	Q4 2019 Held for 5y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HOEY INVESTMENTS, INC's latest filing

See all changes

GthenC

Market Value

$739.2M

Prior: $668.0M

Q/Q Change

+10.65%

+$71.2M

Net Flows % of MV

+1.03%

Turnover Ratio

1.65%

New Purchases

16 stocks

$417.1K

Added To

68 stocks

+$15.5M

Sold Out Of

25 stocks

$355.2K

Reduced Holdings

61 stocks

-$7.9M

Increased Positions

Position	Shares Δ	Change
1 Iron Mountain IRM	New	0 → 1.2K +$125.9K
2 BitMine Immersion Technologies, Inc. BMNR	New	0 → 2.0K +$103.9K
3 Nebius Group N.V. NBIS	New	0 → 500.0 +$56.1K
4 Digital Realty DLR	New	0 → 200.0 +$34.6K
5 BLSH Bullish BLSH	New	0 → 500.0 +$31.8K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Extended Market VXF	Sold	736.0 → 0 −$141.8K
2 JNK SPDR Bloomberg High Yield Bond JNK	Sold	482.0 → 0 −$46.9K
3 Brandywine Realty Trust BDN	Sold	10.0K → 0 −$42.9K
4 Texas Instruments TXN	Sold	100.0 → 0 −$20.8K
5 Johnson Controls International JCI	Sold	166.0 → 0 −$17.5K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for HOEY INVESTMENTS, INC

View analytics

GthenA

Sector Allocation

Technology

52.60%

Consumer Cyclical

18.60%

Communication Services

14.20%

Financial Services

6.70%

Industrials

2.50%

ETF

1.10%

Consumer Defensive

0.90%

Utilities

0.70%

Healthcare

0.60%

Basic Materials

0.40%

Energy

0.30%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

92.69%

Large Cap ($10B - $200B)

4.55%

Mid Cap ($2B - $10B)

0.35%

Small Cap ($300M - $2B)

0.04%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

2.37%

Portfolio Concentration

Top 10 Holdings %

85.79%

Top 20 Holdings %

93.01%

Top 50 Holdings %

97.24%

Top 100 Holdings %

99.04%