HOEY INVESTMENTS, INC Portfolio Holdings
Q3 2025•403 long positions•$739.2M portfolio value
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Holding428 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $248.3M 33.59% | -$3.8M Sold | 0.005% 1.3M shares | 1.4M → 1.3M −$3.8M | -1.52% | $4.54T Mega Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $131.4M 17.77% | -$810.9K Sold | 0.006% 598.3K shares | 602.0K → 598.3K −$810.9K | -0.61% | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $99.1M 13.41% | +$731.4K Bought | 0.005% 135.0K shares | 134.0K → 135.0K +$731.4K | +0.74% | $1.84T Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $63.0M 8.52% | +$393.6K Bought | 0.002% 121.6K shares | 120.8K → 121.6K +$393.6K | +0.63% | $3.85T Mega Cap | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $24.8M 3.36% | -$255.9K Sold | 0.006% 136.0K shares | 137.4K → 136.0K −$255.9K | -1.02% | $432.76B Mega Cap | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $18.9M 2.55% | +$79.2K Bought | 0.0% 74.1K shares | 73.8K → 74.1K +$79.2K | +0.42% | $3.78T Mega Cap | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $16.8M 2.27% | +$442.7K Bought | 0.001% 50.9K shares | 49.5K → 50.9K +$442.7K | +2.71% | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $12.0M 1.63% | -$47.4K Sold | 0.004% 143.4K shares | 144.0K → 143.4K −$47.4K | -0.39% | $268.51B Mega Cap | Q2 2021 Held for 4y 5m | |
Aerospace & Defense Industrials | $10.2M 1.38% | +$418.7K Bought | 0.003% 33.8K shares | 32.4K → 33.8K +$418.7K | +4.29% | $319.00B Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $9.8M 1.32% | +$211.7K Bought | 0.001% 31.0K shares | 30.3K → 31.0K +$211.7K | +2.21% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Capital Markets Financial Services | $7.4M 1.0% | +$1.3M Bought | 0.003% 9.3K shares | 7.7K → 9.3K +$1.3M | +20.93% | $241.07B Mega Cap | Q3 2020 Held for 5y 2m | |
Banks - Diversified Financial Services | $6.8M 0.921% | -$116.8K Sold | 0.002% 132.0K shares | 134.2K → 132.0K −$116.8K | -1.69% | $382.12B Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Capital Markets Financial Services | $6.5M 0.875% | +$738.5K Bought | 0.003% 40.7K shares | 36.1K → 40.7K +$738.5K | +12.88% | $253.75B Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Application Technology | $6.0M 0.812% | -$538.1K Sold | 0.003% 61.2K shares | 66.7K → 61.2K −$538.1K | -8.23% | $204.31B Mega Cap | Q2 2020 Held for 5y 5m | |
Discount Stores Consumer Defensive | $5.2M 0.697% | -$221.6K Sold | 0.001% 50.0K shares | 52.2K → 50.0K −$221.6K | -4.12% | $821.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $5.1M 0.691% | -$342.9K Sold | 0.0% 10.2K shares | 10.8K → 10.2K −$342.9K | -6.29% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Renewable Utilities Utilities | $4.9M 0.666% | +$644.4K Bought | 0.003% 8.0K shares | 7.0K → 8.0K +$644.4K | +15.06% | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $4.7M 0.631% | +$4.3M Bought | 0.0% 19.2K shares | 1.5K → 19.2K +$4.3M | +1,207.36% | $2.95T Mega Cap | Q3 2022 Held for 3y 2m | |
Unknown Unknown | $4.3M 0.581% | +$861.3K Bought | — 45.9K shares | 36.7K → 45.9K +$861.3K | +25.1% | — — | Q1 2023 Held for 2y 8m | |
Software - Application Technology | $2.6M 0.345% | -$128.8K Sold | 0.001% 2.8K shares | 2.9K → 2.8K −$128.8K | -4.81% | $190.98B Large Cap | Q1 2023 Held for 2y 8m | |
Home Improvement Consumer Cyclical | $2.3M 0.306% | -$51.0K Sold | 0.002% 9.0K shares | 9.2K → 9.0K −$51.0K | -2.21% | $140.94B Large Cap | Q4 2019 Held for 5y 11m | |
Steel Basic Materials | $2.1M 0.285% | +$369.5K Bought | 0.033% 36.7K shares | 30.3K → 36.7K +$369.5K | +21.29% | $6.4B Mid Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $1.9M 0.251% | -$299.3K Sold | — 13.1K shares | 15.2K → 13.1K −$299.3K | -13.91% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $1.6M 0.222% | +$223.7K Bought | 0.002% 12.0K shares | 10.4K → 12.0K +$223.7K | +15.76% | $67.8B Large Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $1.6M 0.222% | +$569.4K Bought | 0.001% 7.6K shares | 5.0K → 7.6K +$569.4K | +53.15% | $163.20B Large Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $1.5M 0.205% | +$319.3K Bought | 0.005% 7.8K shares | 6.1K → 7.8K +$319.3K | +26.65% | $32.5B Large Cap | Q3 2024 Held for 1y 2m | |
Drug Manufacturers - General Healthcare | $1.4M 0.192% | -$86.6K Sold | 0.001% 5.0K shares | 5.3K → 5.0K −$86.6K | -5.76% | $151.93B Large Cap | Q4 2019 Held for 5y 11m | |
Home Improvement Consumer Cyclical | $1.3M 0.173% | +$237.0K Bought | 0.0% 3.2K shares | 2.6K → 3.2K +$237.0K | +22.78% | $403.32B Mega Cap | Q4 2019 Held for 5y 11m | |
Industrial - Machinery Industrials | $1.2M 0.168% | -$131.6K Sold | 0.002% 9.5K shares | 10.5K → 9.5K −$131.6K | -9.56% | $73.8B Large Cap | Q1 2021 Held for 4y 8m | |
Auto - Manufacturers Consumer Cyclical | $1.2M 0.163% | +$4.4K Bought | 0.0% 2.7K shares | 2.7K → 2.7K +$4.4K | +0.37% | $1.48T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.1M 0.15% | +$134.2K Bought | — 38.0K shares | 33.4K → 38.0K +$134.2K | +13.81% | — — | Q1 2022 Held for 3y 8m | |
Aerospace & Defense Industrials | $1.0M 0.141% | -$10.0K Sold | 0.0% 6.2K shares | 6.3K → 6.2K −$10.0K | -0.96% | $223.98B Mega Cap | Q4 2019 Held for 5y 11m | |
Entertainment Communication Services | $1.0M 0.136% | +$49.2K Bought | 0.0% 841.0 shares | 800.0 → 841.0 +$49.2K | +5.13% | $509.45B Mega Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Midstream Energy | $997.2K 0.135% | -$14.5K Sold | 0.002% 35.2K shares | 35.7K → 35.2K −$14.5K | -1.44% | $62.9B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $960.9K 0.13% | +$510.6K Bought | — 7.1K shares | 3.3K → 7.1K +$510.6K | +113.37% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $926.0K 0.125% | +$360.1K Bought | — 21.9K shares | 13.4K → 21.9K +$360.1K | +63.65% | — — | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $876.0K 0.119% | +$511.1K Bought | 0.002% 2.1K shares | 864.0 → 2.1K +$511.1K | +140.05% | $58.2B Large Cap | Q4 2019 Held for 5y 11m | |
Hardware, Equipment & Parts Technology | $850.0K 0.115% | -$73.9K Sold | 0.003% 3.5K shares | 3.8K → 3.5K −$73.9K | -8.0% | $28.3B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $825.7K 0.112% | -$43.9K Sold | 0.001% 1.7K shares | 1.7K → 1.7K −$43.9K | -5.05% | $116.55B Large Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $726.3K 0.098% | +$224.6K Bought | 0.0% 3.1K shares | 2.2K → 3.1K +$224.6K | +44.76% | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $710.2K 0.096% | +$11.7K Bought | — 22.3K shares | 21.9K → 22.3K +$11.7K | +1.68% | — — | Q4 2021 Held for 3y 11m | |
Software - Application Technology | $644.4K 0.087% | +$112.8K Bought | 0.001% 2.0K shares | 1.7K → 2.0K +$112.8K | +21.21% | $91.4B Large Cap | Q2 2025 Held for 5 months | |
Beverages - Non-Alcoholic Consumer Defensive | $640.5K 0.087% | -$25.7K Sold | 0.0% 4.6K shares | 4.7K → 4.6K −$25.7K | -3.86% | $192.27B Large Cap | Q4 2019 Held for 5y 11m | |
Information Technology Services Technology | $592.8K 0.08% | +$49.4K Bought | 0.0% 2.1K shares | 1.9K → 2.1K +$49.4K | +9.09% | $262.84B Mega Cap | Q4 2019 Held for 5y 11m | |
Staffing & Employment Services Industrials | $587.0K 0.079% | — | 0.0% 2.0K shares | — | — | $118.89B Large Cap | Q4 2019 Held for 5y 11m | |
Travel Services Consumer Cyclical | $566.9K 0.077% | +$27.0K Bought | 0.0% 105.0 shares | 100.0 → 105.0 +$27.0K | +5.0% | $174.99B Large Cap | Q1 2024 Held for 1y 8m | |
Industrial - Machinery Industrials | $542.5K 0.073% | -$12.6K Sold | 0.001% 1.6K shares | 1.6K → 1.6K −$12.6K | -2.27% | $39.3B Large Cap | Q3 2022 Held for 3y 2m | |
Unknown Unknown | $532.3K 0.072% | +$7.0K Bought | — 15.3K shares | 15.1K → 15.3K +$7.0K | +1.32% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $493.6K 0.067% | — | — 3.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $489.3K 0.066% | -$30.5K Sold | 0.001% 803.0 shares | 853.0 → 803.0 −$30.5K | -5.86% | $87.2B Large Cap | Q1 2021 Held for 4y 8m |
