HI
Hoey Investments Portfolio holdings
AUM
$739M
1-Year Est. Return
46.16%
1 Year Est. Return
+46.16%
AUM
$739M
AUM Growth
+$71.2M
(+11%)
Holding
431
Top Buys
| 1 | +$4.31M | |
| 2 | +$1.28M | |
| 3 | +$861K | |
| 4 |
Morgan Stanley
MS
|
+$739K |
| 5 |
Meta Platforms (Facebook)
META
|
+$731K |
Top Sells
| 1 | +$3.83M | |
| 2 | +$811K | |
| 3 | +$538K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$343K |
| 5 |
Arm
ARM
|
+$299K |
Sector Composition
| 1 | Technology | 52.85% |
| 2 | Consumer Discretionary | 18.65% |
| 3 | Communication Services | 14.31% |
| 4 | Financials | 6.71% |
| 5 | Industrials | 3.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.41T
| $248M | 33.03% |
1,330,629
-20,546
|
|
||
2
Amazon
AMZN
$2.51T
| $131M | 17.48% |
598,269
-3,693
|
|
||
|
3
Meta Platforms (Facebook)
META
$1.63T
| $99.1M | 13.19% |
134,960
+996
|
|
||
4
Microsoft
MSFT
$3.64T
| $63M | 8.38% |
121,589
+760
|
|
||
5
Palantir
PLTR
$407B
| $24.8M | 3.3% |
135,997
-1,403
|
|
||
6
Apple
AAPL
$4.23T
| $18.9M | 2.51% |
74,122
+311
|
|
||
7
Broadcom
AVGO
$1.8T
| $16.8M | 2.23% |
50,853
+1,342
|
|
||
8
Wells Fargo
WFC
$271B
| $12M | 1.6% |
143,393
-565
|
|
||
9
GE Aerospace
GE
$305B
| $10.2M | 1.35% |
33,830
+1,392
|
|
||
10
JPMorgan Chase
JPM
$838B
| $9.78M | 1.3% |
31,002
+671
|
|
||
11
Goldman Sachs
GS
$245B
| $7.4M | 0.99% |
9,298
+1,609
|
|
||
12
Bank of America
BAC
$388B
| $6.81M | 0.91% |
131,983
-2,264
|
|
||
|
13
Morgan Stanley
MS
$269B
| $6.47M | 0.86% |
40,711
+4,646
|
|
||
14
Uber
UBER
$182B
| $6M | 0.8% |
61,239
-5,492
|
|
||
15
Walmart
WMT
$896B
| $5.15M | 0.69% |
50,004
-2,150
|
|
||
|
16
Berkshire Hathaway Class B
BRK.B
$1.09T
| $5.11M | 0.68% |
10,156
-682
|
|
||
17
GE Vernova
GEV
$163B
| $4.92M | 0.65% |
8,006
+1,048
|
|
||
18
Alphabet (Google) Class A
GOOGL
$3.81T
| $4.67M | 0.62% |
19,192
+17,724
|
|
||
19
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.49B
| $4.29M | 0.57% |
45,856
+9,200
|
|
||
20
ServiceNow
NOW
$171B
| $2.55M | 0.34% |
2,771
-140
|
|
||
21
Lowe's Companies
LOW
$136B
| $2.26M | 0.3% |
8,987
-203
|
|
||
22
Commercial Metals
CMC
$7.06B
| $2.1M | 0.28% |
36,747
+6,451
|
|
||
|
23
Arm
ARM
$145B
| $1.85M | 0.25% |
13,091
-2,115
|
|
||
|
CRWV
24
CoreWeave Inc
CRWV
$37.9B
| $1.64M | 0.22% |
12,010
+1,635
|
|
||
25
Boeing
BA
$156B
| $1.64M | 0.22% |
7,601
+2,638
|
|