HOEY INVESTMENTS, INC
Top Portfolio Positions
324 positions ·
$680,425,023 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,383,184 | $241,227,289 | 35.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
623,751 | $129,908,620 | 19.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
127,688 | $73,054,135 | 10.74% | |
| MSFT |
Microsoft Corp
Technology
|
111,911 | $41,426,094 | 6.09% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
184,016 | $26,917,860 | 3.96% | |
| AAPL |
Apple Inc.
Technology
|
75,353 | $19,123,837 | 2.81% | |
| AVGO |
Broadcom Inc.
Technology
|
55,575 | $17,201,018 | 2.53% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
136,917 | $10,899,962 | 1.60% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
12,214 | $10,332,921 | 1.52% | |
| GE |
General Electric Co
Industrials
|
34,528 | $9,798,010 | 1.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AGD
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,018 | 835 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,736 | 835 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,122 | 835 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,218 | 835 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,316 | 835 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,183 | 835 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,867 | 835 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,149 | 835 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,107 | 835 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,798 | 835 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,231 | 835 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $7,965 | 835 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $7,790 | 835 | Shares | Sole | 2024-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||