06/30/2020
Top Buys
- Name% Change
- AMZN Amazon.com Inc. 1.6%
- JPM JPMorgan Chase & Co... 1.202%
- LOW Lowes Companies, Inc. 1.122%
- QCOM QUALCOMM Inc. 1.077%
- NFLX Netflix Inc 1.021%
06/30/2020
Top Sells
- Name% Change
- UPRO ProShares UltraPro ... 10.026%
- TQQQ ProShares UltraPro ... 2.284%
- WORK Slack Technologies Inc 0.641%
- RTN Raytheon Co. 0.369%
- MRK Merck & Co 0.348%
06/30/2020
13F Holdings Summary
- Stock% Port
- AMZN Amazon.com Inc. 20.5653%
- AAPL Apple Inc 16.0478%
- MSFT Microsoft Corp. 12.0265%
- NVDA NVIDIA Corp. 8.7376%
- TQQQ ProShares UltraPro QQQ ETF 5.1488%
06/30/2020
13F Activity
- Market Value $203.717 Million
- Prior Market Value $142.405 Million
- New Purchases40 stocks
- Additional Purchases36 stocks
- Sold out of19 stocks
- Reduced holdings in19 stocks
- Top 10 Holdings % 76.59 %
- Turnover % [1]:40.14%
- Turnover Alt % [2]: 19.95 %
- Time Held Top20:1.30 quarters
- Time Held Top10:1.50 quarters
- Time Held All:1.51 quarters
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
06/30/2020
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for HOEY INVESTMENTS, INC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
| Performance for Q1 2020: | 36.52% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
HOEY INVESTMENTS, INC.410 NORTH HIGH ST.
WEST CHESTER PA 19380
Country: United States
Business Phone: 610-738-4280
Fax: 610-738-4290
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Corporation |
| Organized in: | PA |
| Number of employees: | 4 |
| Other Business Activities: | insurance broker or agent |
| Advisor Fees/Compensation: | Percentage of assets under management,Fixed fees |
| Amount of client funds and securities: | |
| Total Number of Clients: | 359 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
Active Schedule 13D and 13G events
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HOEY INVESTMENTS, INC.
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOEY, FRANCIS, JAMES | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 12/01/2007 | Direct | 75% or more | |||||||||||
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HOEY INVESTMENTS, INC.
| Name | Title | Start Date | Direct/Indirect | % Ownership |
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HOEY INVESTMENTS, INC.
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOEY, FRANCIS, JAMES | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 12/01/2007 | Direct | 75% or more | |||||||||||
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HOEY INVESTMENTS, INC.
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOEY, FRANCIS, JAMES | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 12/01/2007 | Direct | 75% or more | |||||||||||
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