Hoey Investments, Inc Portfolio Holdings

Hoey Investments, Inc

  • $524 Million
  • Q3 2024

Hoey Investments, Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $524 Million distributed in 397 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $157M, Amazon Com Inc with a value of $106M, Microsoft Corp with a value of $61.8M, Meta Platforms, Inc. with a value of $61.2M, and Apple Inc. with a value of $18.1M.

Examining the 13F form we can see an decrease of $5.17M in the current position value, from $530M to 524M.

Hoey Investments, Inc is based out at Coatesville, PA

Below you can find more details about Hoey Investments, Inc portfolio as well as his latest detailed transactions.

Portfolio value $524 Million
Technology: $275 Million
Consumer Cyclical: $118 Million
Communication Services: $66 Million
Financial Services: $26.7 Million
Industrials: $12.1 Million
Healthcare: $9.8 Million
ETFs: $6.98 Million
Consumer Defensive: $4.13 Million
Other: $5.91 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.39 Million 0.27% of portfolio
38,000
Q1 2024 Reduced 55.08%
$0
$983,000 0.19% of portfolio
12,241
Q2 2024 Added 14.2%
$0
$590,000 0.11% of portfolio
5,670
Q2 2024 Added 69.51%
$0
$601,000 0.11% of portfolio
13,115
Q2 2024 Reduced 6.17%
$0
$603,000 0.11% of portfolio
3,314
Q1 2024 Reduced 14.94%
$0
$539,000 0.1% of portfolio
3,089
Q2 2024 Added 25.11%
$14.7B
$472,000 0.09% of portfolio
16,631
Q2 2024 Added 99.63%
$0
$415,000 0.08% of portfolio
724
Q2 2024 Added 399.31%
$0
$242,000 0.05% of portfolio
8,550
Q2 2024 Added 755.0%
$0
$144,000 0.03% of portfolio
2,000
Q1 2024 Reduced 42.86%
$0
$81,000 0.02% of portfolio
1,987
Q2 2024 New
$0
$86,000 0.02% of portfolio
1,000
Q2 2024 Reduced 50.0%
$0
$73,000 0.01% of portfolio
10,000
Q1 2024 Added 400.0%
$0
$43,000 0.01% of portfolio
76
Q2 2024 New
$0
$64,000 0.01% of portfolio
500
Q3 2023 Reduced 90.48%
$42.4B
$28,000 0.01% of portfolio
575
Q2 2024 New
$0
$46,000 0.01% of portfolio
618
Q2 2024 Added 15,350.0%
$84.4B
$77,000 0.01% of portfolio
320
Q2 2023 Added 28.0%
$0
$39,000 0.01% of portfolio
824
Q2 2024 New
$0
$56,000 0.01% of portfolio
213
Q2 2024 New
$0
$8,000 0.0% of portfolio
237
Q2 2024 New
$0
$1,000 0.0% of portfolio
44
Q2 2024 New
$0
$1,000 0.0% of portfolio
32
Q2 2024 New
$0
$5,000 0.0% of portfolio
120
Q2 2024 New
$0
$6,000 0.0% of portfolio
115
Q2 2024 New
$0
$6,000 0.0% of portfolio
88
Q2 2024 New
$0
$21,000 0.0% of portfolio
75
Q1 2024 Reduced 44.44%
$0
$0 0.0% of portfolio
1
Q1 2024 New
$0
$17,000 0.0% of portfolio
150
Q2 2023 New
$0
$5,000 0.0% of portfolio
70
Q2 2024 New
$0
$14,000 0.0% of portfolio
60
Q2 2023 New
$0
$11,000 0.0% of portfolio
300
Q2 2024 New
$0
$0 0.0% of portfolio
0
Q3 2024 New
$0
$0 0.0% of portfolio
1
Q2 2024 Reduced 50.0%
$0
$5,000 0.0% of portfolio
300
Q2 2024 New
$0
$2,000 0.0% of portfolio
33
Q2 2023 New
$0
$2,000 0.0% of portfolio
40
Q2 2024 Reduced 33.33%
$0
$14,000 0.0% of portfolio
183
Q2 2024 New
$0
$12,000 0.0% of portfolio
145
Q3 2023 Added 184.31%
$0
$18,000 0.0% of portfolio
400
Q3 2023 Added 12.5%
$0
$0 0.0% of portfolio
21
Q4 2020 New
$0
$10,000 0.0% of portfolio
125
Q2 2023 Reduced 28.98%
$0
$4,000 0.0% of portfolio
30
Q2 2022 New
$0
$11,000 0.0% of portfolio
112
Q2 2024 New
$0
$17,000 0.0% of portfolio
500
Q2 2024 Reduced 50.0%
$0
$0 0.0% of portfolio
11
Q1 2023 New
$0
$0 0.0% of portfolio
4
Q2 2020 New
$0
$12,000 0.0% of portfolio
39
Q1 2023 New
$0
$8,000 0.0% of portfolio
150
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $524 Million
  • Prior Value $530 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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