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HOEY INVESTMENTS, INC

Period ended Sep 30, 2026 · Latest filing Oct 29, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $850,841,848

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. NVIDIA CORPORATION · COM · 67066G104 · shares: $304,492,236
  2. AMAZON COM INC · COM · 023135106 · shares: $148,028,985
  3. META PLATFORMS INC · CL A · 30303M102 · shares: $72,842,841
  4. MICROSOFT CORP · COM · 594918104 · shares: $51,274,891
  5. APPLE INC · COM · 037833100 · shares: $27,402,796
  6. MICRON TECHNOLOGY INC · COM · 595112103 · shares: $26,577,690
  7. PALANTIR TECHNOLOGIES INC · CL A · 69608A108 · shares: $25,374,268
  8. BROADCOM INC · COM · 11135F101 · shares: $18,115,785
  9. NVIDIA CORPORATION · CALL · 67066G104 · principal · CALL: $13,657,124
  10. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $13,582,975

Reported holdings

457 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
NVIDIA CORPORATIONCOM67066G104 — 1,333,270 shares $304,492,236
AMAZON COM INCCOM023135106 — 594,136 shares $148,028,985
META PLATFORMS INCCL A30303M102 — 100,448 shares $72,842,841
MICROSOFT CORPCOM594918104 — 99,971 shares $51,274,891
APPLE INCCOM037833100 — 82,286 shares $27,402,796
MICRON TECHNOLOGY INCCOM595112103 — 24,953 shares $26,577,690
PALANTIR TECHNOLOGIES INCCL A69608A108 — 135,655 shares $25,374,268
BROADCOM INCCOM11135F101 — 51,584 shares $18,115,785
NVIDIA CORPORATIONCALL67066G104 CALL 59,800 principal $13,657,124
ALPHABET INCCAP STK CL A02079K305 — 39,476 shares $13,582,975
GOLDMAN SACHS GROUP INCCOM38141G104 — 14,385 shares $12,951,679
GE AEROSPACECOM NEW369604301 — 33,550 shares $10,477,330
JPMORGAN CHASE & COCOM46625H100 — 29,589 shares $9,788,929
MORGAN STANLEYCOM NEW617446448 — 50,553 shares $9,508,009
WELLS FARGO & COCOM949746101 — 116,177 shares $9,299,969
GE VERNOVA INCCOM36828A101 — 9,417 shares $8,950,765
BANK OF AMER CORPCOM060505104 — 113,964 shares $6,203,061
WALMART INCCOM931142103 — 36,756 shares $3,819,699
DIREXION SHARES ETF TRUSTDLY MU BULL 2X25461A528 — 99,730 shares $3,672,059
DELL TECHNOLOGIES INCCL C24703L202 — 6,143 shares $3,304,627
ARM HOLDINGS PLCSPONSORED ADS042068205 — 11,002 shares $3,186,840
GRANITESHARES ETF TR2X LONG NVDA ETF38747R827 — 86,443 shares $3,173,323
CROWDSTRIKE HLDGS INCCL A22788C105 — 10,918 shares $2,890,541
MARVELL TECHNOLOGY INCCOM573874104 — 10,827 shares $2,860,602
ISHARES TRISHARES BIOTECH464287556 — 12,475 shares $2,626,416
COMMERCIAL METALS COCOM201723103 — 33,319 shares $2,069,110
AMGEN INCCOM031162100 — 4,509 shares $1,900,589
ISHARES SILVER TRISHARES46428Q109 — 34,006 shares $1,853,668
BERKSHIRE HATHAWAY INC DELCL B NEW084670702 — 3,623 shares $1,804,073
LOWES COS INCCOM548661107 — 8,589 shares $1,582,867
ASTERA LABS INCCOM04626A103 — 4,406 shares $1,568,404
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS874039100 — 3,427 shares $1,563,364
EMERSON ELEC COCOM291011104 — 8,830 shares $1,369,533
SCHWAB STRATEGIC TRUS LCAP VA ETF808524409 — 35,915 shares $1,196,332
RTX CORPORATIONCOM75513E101 — 6,405 shares $1,189,089
ADVANCED MICRO DEVICES INCCOM007903107 — 1,852 shares $1,132,980
ABBVIE INCCOM00287Y109 — 4,275 shares $1,118,298
CUMMINS INCCOM231021106 — 2,161 shares $1,116,308
BOEING COCOM097023105 — 5,888 shares $1,095,463
TESLA INCCOM88160R101 — 3,025 shares $1,073,301
VANECK ETF TRUSTURANI NUCLE ETF92189F601 — 10,024 shares $1,037,084
PALANTIR TECHNOLOGIES INCCALL69608A108 CALL 5,400 principal $1,010,070
AMAZON COM INCCALL023135106 CALL 4,000 principal $996,600
UNITED STS COMMODITY INDEX FCM REP COPP FD911718104 — 23,850 shares $948,753
SERVICENOW INCCOM81762P102 — 6,981 shares $935,524
KINDER MORGAN INC DELCOM49456B101 — 30,824 shares $929,344
DIREXION SHARES ETF TRUSTDAI SEM BUL ETF25459W458 — 6,145 shares $908,600
LAM RESEARCH CORPCOM NEW512807306 — 2,705 shares $888,620
LOCKHEED MARTIN CORPCOM539830109 — 1,554 shares $791,375
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300 — 21,336 shares $766,617
CATERPILLAR INCCOM149123101 — 894 shares $724,847
PNC FINL SVCS GROUP INCCOM693475105 — 3,020 shares $671,226
MARVELL TECHNOLOGY INCCALL573874104 CALL 2,500 principal $660,525
JOHNSON & JOHNSONCOM478160104 — 2,312 shares $612,079
ROCKWELL AUTOMATION INCCOM773903109 — 1,330 shares $578,989
PEPSICO INCCOM713448108 — 4,483 shares $568,086
DIREXION SHARES ETF TRUSTDLY AMZN BULL 2X25461A858 — 16,583 shares $563,408
THERMO FISHER SCIENTIFIC INCCOM883556102 — 808 shares $545,441
MICRON TECHNOLOGY INCCALL595112103 CALL 500 principal $532,555
AUTOMATIC DATA PROCESSING INCOM053015103 — 2,000 shares $516,120
CHEVRON CORPORATIONCOM166764100 — 2,457 shares $501,656
MASTERCARD INCORPORATEDCL A57636Q104 — 881 shares $485,846
GENERAL MTRS COCOM37045V100 — 6,036 shares $464,772
ALPHABET INCCAP STK CL C02079K107 — 1,304 shares $444,325
SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103 — 472 shares $435,345
NORTHROP GRUMMAN CORPCOM666807102 — 863 shares $417,244
EXXONMOBIL HOLDINGS CORPCOM SHS30233Q108 — 2,497 shares $406,387
HOME DEPOT INCCOM437076102 — 1,401 shares $398,571
SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR85207H104 — 12,500 shares $390,875
META PLATFORMS INCCALL30303M102 CALL 500 principal $362,590
SPDR GOLD TRGOLD SHS78463V107 — 940 shares $357,990
ISHARES TRCORE S&P500 ETF464287200 — 460 shares $352,291
SPACE EXPLORATION TECHN CORPCLASS A COM STK84615Q103 — 2,292 shares $345,772
FREEPORT MCMORAN INCCL B35671D857 — 4,800 shares $336,000
ISHARES TRCORE S&P US GWT464287671 — 1,700 shares $329,375
CELESTICA INCCOM15101Q207 — 910 shares $328,902
QNITY ELECTRONICS INCCOMMON STOCK74743L100 — 2,572 shares $323,404
ISHARES TRMSCI EMG MKT ETF464287234 — 4,648 shares $310,423
ELI LILLY & COCOM532457108 — 231 shares $267,286
ALLSTATE CORPCOM020002101 — 1,200 shares $266,232
COSTCO WHOLESALE CORPORATIONCOM22160K105 — 291 shares $264,909
CHENIERE ENERGY INCCOM NEW16411R208 — 950 shares $255,579
PALO ALTO NETWORKS INCCOM697435105 — 637 shares $253,087
QUALCOMM INCCOM747525103 — 1,347 shares $247,902
GSK PLCSPONSORED ADR37733W204 — 4,897 shares $235,889
VERIZON COMMUNICATIONS INCCOM92343V104 — 5,087 shares $233,341
HONEYWELL INTL INCCOM438516205 — 1,106 shares $233,300
APPLIED MATLS INCCOM038222105 — 450 shares $230,121
DIREXION SHARES ETF TRUSTDLY PLTR BULL 2X25461A445 — 4,000 shares $224,920
DEERE & COCOM244199105 — 331 shares $222,284
DUPONT DE NEMOURS INCCOMMON STOCK26614N201 — 1,624 shares $210,942
SIMON PPTY GROUP INC NEWCOM828806109 — 875 shares $175,665
CISCO SYS INCCOM17275R102 — 1,589 shares $171,025
HONEYWELL AEROSPACE INCCOM43849R105 — 1,081 shares $167,523
PEOPLES FINL SVCS CORPCOM711040105 — 2,471 shares $166,447
ISHARES TRCORE DIV GRWTH46434V621 — 2,207 shares $166,386
CONSTELLATION ENERGY CORPCOM21037T109 — 635 shares $161,303
WESTERN DIGITAL CORPCOM958102105 — 342 shares $155,426
PFIZER INCCOM717081103 — 5,431 shares $154,893
NEBIUS GROUP N.V.SHS CLASS AN97284108 — 600 shares $141,528