HOEY INVESTMENTS, INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HI HOEY INVESTMENTS, INC | Institutional Filer | ▼ 7.68% | $693.4M | 416 |
Current Portfolio Holdings
Showing all 416 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 1.4M | $241.2M | 34.79% |
| 2 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 624K | $129.9M | 18.74% |
| 3 | META | Meta Platforms, Inc. | Technology | 128K | $73.1M | 10.54% |
| 4 | MSFT | Microsoft Corporation | Technology | 112K | $41.4M | 5.97% |
| 5 | PLTR | Palantir Technologies Inc. | Technology | 184K | $26.9M | 3.88% |
| 6 | AAPL | Apple Inc. | Technology | 75K | $19.1M | 2.76% |
| 7 | AVGO | Broadcom Inc. | Technology | 56K | $17.2M | 2.48% |
| 8 | WFC | Wells Fargo & Company | Financial Services | 137K | $10.9M | 1.57% |
| 9 | GS | The Goldman Sachs Group, Inc. | Financial Services | 12K | $10.3M | 1.49% |
| 10 | GE | GE Aerospace | Industrials | 35K | $9.8M | 1.41% |
| 11 | GOOGL | Alphabet Inc. | Technology | 34K | $9.7M | 1.39% |
| 12 | JPM | JPMorgan Chase & Co. | Financial Services | 30K | $8.7M | 1.26% |
| 13 | GEV | GE Vernova Inc. | Utilities | 9K | $8.2M | 1.18% |
| 14 | MS | Morgan Stanley | Financial Services | 47K | $7.7M | 1.12% |
| 15 | BAC | Bank of America Corporation | Financial Services | 128K | $6.2M | 0.90% |
Showing 1 to 15 of 416 holdings