Latest HOEY INVESTMENTS, INC Stock Portfolio

HOEY INVESTMENTS, INC Performance:

2026 Q1: -8.91%YTD: -8.91%2025: 24.27%

Performance for 2026 Q1 is -8.91%, and YTD is -8.91%, and 2025 is 24.27%.

About HOEY INVESTMENTS, INC and 13F Hedge Fund Stock Holdings

HOEY INVESTMENTS, INC is a hedge fund based in Coatesville, PA. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, HOEY INVESTMENTS, INC reported an equity portfolio of $693.4 Millions as of 31 Mar, 2026.

The top stock holdings of HOEY INVESTMENTS, INC are NVDA, AMZN, META. The fund has invested 33.6% of it's portfolio in NVIDIA CORPORATION and 18.2% of portfolio in AMAZON COM INC.

The fund managers got completely rid off BOOKING HOLDINGS INC (BKNG), DIREXION SHS ETF TR (DRN) and STRATEGY INC (MSTR) stocks. They significantly reduced their stock positions in AMERICAN ELEC PWR CO INC (AEP), ORACLE CORP (ORCL) and FISERV INC. HOEY INVESTMENTS, INC opened new stock positions in SPDR SERIES TRUST (BIL), DELL TECHNOLOGIES INC (DELL) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR II (AGQ), DIREXION SHARES ETF TRUST and INVESCO QQQ TR (QQQ).

HOEY INVESTMENTS, INC Annual Return Estimates Vs S&P 500

Our best estimate is that HOEY INVESTMENTS, INC made a return of -8.91% in the last quarter. In trailing 12 months, it's portfolio return was 26.87%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	391,809
dell technologies inc	164,130
vanguard index fds	56,768
visa inc	45,034
direxion shares etf trust	42,618
halliburton co	38,990
vanguard world fd	28,293
rayonier inc	23,322

New stocks bought by HOEY INVESTMENTS, INC

Additions

Ticker	% Inc.
proshares tr ii	767
direxion shares etf trust	724
invesco qqq tr	500
invesco exch traded fd tr ii	400
international business machs	377
alphabet inc	173
netflix inc.	152
monster beverage corp new	151

Additions to existing portfolio by HOEY INVESTMENTS, INC

Reductions

Ticker	% Reduced
american elec pwr co inc	-86.96
oracle corp	-74.63
fiserv inc	-72.99
select sector spdr tr	-66.67
celestica inc	-65.57
globalstar inc	-60.00
select sector spdr tr	-60.00
grayscale bitcoin trust etf	-60.00

HOEY INVESTMENTS, INC reduced stake in above stock

Sold off

Ticker	$ Sold
direxion shs etf tr	-290,512
direxion shs etf tr	-96,330
enterprise prods partners l	-88,165
booking holdings inc	-535,533
zim integrated shipping serv	-25,476
strategy inc	-167,145
potlatchdeltic corporation	-24,744
spdr series trust	-15,140

HOEY INVESTMENTS, INC got rid off the above stocks

Sector Distribution

HOEY INVESTMENTS, INC has about 50.8% of it's holdings in Technology sector.

Sector	%
Technology	50.8
Consumer Cyclical	19.3
Communication Services	12.5
Financial Services	6.8
Others	5.1
Industrials	2.7

Market Cap. Distribution

HOEY INVESTMENTS, INC has about 94.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	90.9
UNALLOCATED	5.1
LARGE-CAP	3.5

Stocks belong to which Index?

About 90.3% of the stocks held by HOEY INVESTMENTS, INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	90.3
Others	9.3

Top 5 Winners (%)		%
LWLG	lightwave logic inc	116.8 %
DOW	dow hldgs inc	75.7 %
APA	apa corporation	73.5 %
CIEN	ciena corp	66.0 %
	solstice advanced matls inc	56.8 %

Top 5 Winners ($)		$
	ge vernova inc	2.0 M
WMT	walmart inc	0.6 M
	arm holdings plc	0.3 M
KMI	kinder morgan inc del	0.2 M
LMT	lockheed martin corp	0.2 M

Top 5 Losers (%)		%
KD	kyndryl hldgs inc	-50.6 %
	cervomed inc	-50.1 %
AIM	aim immunotech inc	-50.0 %
BTCS	btcs inc	-47.3 %
	scilex holding co	-46.1 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-16.0 M
AMZN	amazon com inc	-13.6 M
MSFT	microsoft corp	-13.2 M
META	meta platforms inc	-11.5 M
PLTR	palantir technologies inc	-4.7 M

HOEY INVESTMENTS, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HOEY INVESTMENTS, INC

HOEY INVESTMENTS, INC has 415 stocks in it's portfolio. About 81.4% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. was the most profitable stock for HOEY INVESTMENTS, INC last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.76	75,353	19,123,900	reduced	-0.71

AAXJ	ishares tr	0.01	1,203	89,444	unchanged	0.00

AAXJ	ishares tr	0.01	639	71,166	unchanged	0.00

AAXJ	ishares tr	0.00	171	13,470	new

AAXJ	ishares tr	0.00	23.00	1,807	unchanged	0.00

ABBV	abbvie inc	0.12	3,867	841,034	added	5.45

ABC	cencora inc	0.00	100	31,414	unchanged	0.00

ABNB	airbnb inc	0.00	155	19,574	reduced	-6.06

ABT	abbott laboratories	0.01	446	45,791	added	59.29

ACB	aurora cannabis inc	0.00	3.00	10.00	unchanged	0.00

ACHR	archer aviation inc	0.00	200	1,034	unchanged	0.00

ACN	accenture plc ireland	0.00	93.00	18,441	new

ACSG	dbx etf tr	0.00	554	12,519	added	0.73

ACWF	ishares tr	0.02	1,653	116,008	unchanged	0.00

ACWF	ishares tr	0.00	1.00	47.00	unchanged	0.00

ADBE	adobe inc	0.01	209	50,804	added	39.33

ADI	analog devices inc	0.00	24.00	7,636	unchanged	0.00

ADM	archer daniels midland co	0.02	1,500	109,035	added	50.00

ADP	automatic data processing in	0.06	2,000	406,360	unchanged	0.00

AEP	american elec pwr co inc	0.00	60.00	7,865	reduced	-86.96