HI
Hoey Investments Portfolio holdings
AUM
$737M
1-Year Est. Return
32.31%
This Fund
S&P 500
1 Year Est. Return
+32.31%
AUM
$737M
AUM Growth
-$2.5M
(-0.34%)
Holding
437
Top Buys
| 1 | +$2.29M | |
| 2 | +$1.11M | |
| 3 | +$867K | |
| 4 |
Morgan Stanley
MS
|
+$858K |
| 5 |
iShares Biotechnology ETF
IBB
|
+$694K |
Top Sells
| 1 | +$4.32M | |
| 2 | +$1.23M | |
| 3 | +$1.22M | |
| 4 |
Arm
ARM
|
+$931K |
| 5 |
ServiceNow
NOW
|
+$683K |
Sector Composition
| 1 | Technology | 51.69% |
| 2 | Consumer Discretionary | 19.56% |
| 3 | Communication Services | 13.26% |
| 4 | Financials | 7.5% |
| 5 | Industrials | 3.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.9T
| $244M | 33.1% |
1,307,414
-23,215
|
|
||
2
Amazon
AMZN
$2.69T
| $138M | 18.76% |
598,872
+603
|
|
||
3
Meta Platforms (Facebook)
META
$1.74T
| $87.9M | 11.93% |
133,120
-1,840
|
|
||
4
Microsoft
MSFT
$3.14T
| $58.6M | 7.95% |
121,165
-424
|
|
||
5
Palantir
PLTR
$350B
| $24.8M | 3.37% |
139,644
+3,647
|
|
||
6
Apple
AAPL
$3.97T
| $20.6M | 2.8% |
75,895
+1,773
|
|
||
7
Broadcom
AVGO
$1.92T
| $18.7M | 2.53% |
53,957
+3,104
|
|
||
8
Wells Fargo
WFC
$249B
| $13.3M | 1.8% |
142,192
-1,201
|
|
||
9
GE Aerospace
GE
$318B
| $10.5M | 1.43% |
34,117
+287
|
|
||
10
JPMorgan Chase
JPM
$831B
| $10.2M | 1.38% |
31,581
+579
|
|
||
11
Goldman Sachs
GS
$273B
| $9.11M | 1.24% |
10,360
+1,062
|
|
||
12
Alphabet (Google) Class A
GOOGL
$4.13T
| $8.51M | 1.16% |
27,190
+7,998
|
|
||
|
13
Morgan Stanley
MS
$298B
| $8.14M | 1.1% |
45,852
+5,141
|
|
||
14
Bank of America
BAC
$384B
| $7.15M | 0.97% |
129,928
-2,055
|
|
||
15
GE Vernova
GEV
$270B
| $5.97M | 0.81% |
9,135
+1,129
|
|
||
16
Walmart Inc
WMT
$1.02T
| $5.68M | 0.77% |
51,028
+1,024
|
|
||
17
Berkshire Hathaway Class B
BRK.B
$1.02T
| $5.32M | 0.72% |
10,574
+418
|
|
||
18
Uber
UBER
$157B
| $4.62M | 0.63% |
56,491
-4,748
|
|
||
19
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.52B
| $3.46M | 0.47% |
39,299
-6,557
|
|
||
20
Commercial Metals
CMC
$7.34B
| $2.77M | 0.38% |
40,086
+3,339
|
|
||
21
iShares Silver Trust
SLV
$41.7B
| $2.3M | 0.31% |
35,699
+13,845
|
|
||
22
Lowe's Companies
LOW
$141B
| $2.15M | 0.29% |
8,912
-75
|
|
||
23
Amgen
AMGN
$192B
| $1.7M | 0.23% |
5,184
+161
|
|
||
|
24
ServiceNow
NOW
$100B
| $1.51M | 0.21% |
9,876
-3,979
|
|
||
25
Tesla
TSLA
$1.5T
| $1.44M | 0.2% |
3,202
+490
|
|