HOEY INVESTMENTS, INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| AMAZON COM INC | 598,269 | 598,872 | +603 | 131,361,925 | 138,231,636 | +6,869,711 |
| ALPHABET INC | 19,192 | 27,190 | +7,998 | 4,665,576 | 8,510,470 | +3,844,894 |
| NVIDIA CORPORATION(Call) | 0 | 0 | 0 | 5,690,690 | 8,299,250 | +2,608,560 |
| BROADCOM INC | 50,853 | 53,957 | +3,104 | 16,776,914 | 18,674,518 | +1,897,604 |
| APPLE INC | 74,122 | 75,895 | +1,773 | 18,873,766 | 20,632,743 | +1,758,977 |
| GOLDMAN SACHS GROUP INC | 9,298 | 10,360 | +1,062 | 7,404,463 | 9,106,440 | +1,701,977 |
| MORGAN STANLEY | 40,711 | 45,852 | +5,141 | 6,471,421 | 8,140,106 | +1,668,685 |
| ISHARES SILVER TR | 21,854 | 35,699 | +13,845 | 925,954 | 2,299,730 | +1,373,776 |
| WELLS FARGO CO NEW | 143,393 | 142,192 | -1,201 | 12,019,202 | 13,252,295 | +1,233,093 |
| GE VERNOVA INC | 8,006 | 9,135 | +1,129 | 4,922,890 | 5,970,362 | +1,047,472 |
| PALANTIR TECHNOLOGIES INC(Call) | 0 | 0 | 0 | 1,240,456 | 2,150,775 | +910,319 |
| ISHARES TR | 235 | 4,508 | +4,273 | 33,896 | 760,822 | +726,926 |
| COMMERCIAL METALS CO | 36,747 | 40,086 | +3,339 | 2,104,869 | 2,774,753 | +669,884 |
| WALMART INC | 50,004 | 51,028 | +1,024 | 5,153,364 | 5,684,977 | +531,613 |
| MICRON TECHNOLOGY INC | 350 | 1,925 | +1,575 | 58,562 | 549,415 | +490,853 |
| CUMMINS INC | 2,074 | 2,579 | +505 | 875,996 | 1,316,451 | +440,455 |
| JPMORGAN CHASE & CO. | 31,002 | 31,581 | +579 | 9,778,961 | 10,176,030 | +397,069 |
| BANK AMERICA CORP | 131,983 | 129,928 | -2,055 | 6,809,003 | 7,146,040 | +337,037 |
| GE AEROSPACE | 33,830 | 34,117 | +287 | 10,176,741 | 10,509,060 | +332,319 |
| CELESTICA INC | 3,450 | 3,950 | +500 | 850,011 | 1,167,660 | +317,649 |
| ALPHABET INC(Call) | 0 | 0 | 0 | 0 | 313,000 | +313,000 |
| AMGEN INC | 5,023 | 5,184 | +161 | 1,417,491 | 1,696,776 | +279,285 |
| UNITED STS COMMODITY INDEX F | 8,350 | 15,050 | +6,700 | 250,500 | 526,148 | +275,648 |
| TAIWAN SEMICONDUCTOR MFG LTD | 1,353 | 2,030 | +677 | 377,880 | 616,897 | +239,017 |
| TESLA INC | 2,712 | 3,202 | +490 | 1,206,081 | 1,440,004 | +233,923 |
| QNITY ELECTRONICS INC | 0 | 2,799 | +2,799 | 0 | 228,539 | +228,539 |
| PNC FINL SVCS GROUP INC | 1,520 | 2,520 | +1,000 | 305,414 | 526,000 | +220,586 |
| BERKSHIRE HATHAWAY INC DEL | 10,156 | 10,574 | +418 | 5,105,828 | 5,315,022 | +209,194 |
| BROADCOM INC(Call) | 0 | 0 | 0 | 329,910 | 519,150 | +189,240 |
| TESLA INC(Call) | 0 | 0 | 0 | 0 | 179,888 | +179,888 |
| CONSTELLATION ENERGY CORP | 620 | 1,056 | +436 | 204,024 | 373,054 | +169,030 |
| PROSHARES TR II | 0 | 1,049 | +1,049 | 0 | 162,721 | +162,721 |
| GENERAL MTRS CO | 6,894 | 6,629 | -265 | 420,328 | 539,071 | +118,743 |
| SPDR GOLD TR | 420 | 670 | +250 | 149,298 | 265,528 | +116,230 |
| FREEPORT-MCMORAN INC | 5,300 | 6,300 | +1,000 | 207,866 | 319,977 | +112,111 |
| ABBVIE INC | 3,137 | 3,667 | +530 | 726,341 | 837,873 | +111,532 |
| RTX CORPORATION | 6,208 | 6,208 | 0 | 1,038,785 | 1,138,548 | +99,763 |
| ADVANCED MICRO DEVICES INC | 1,738 | 1,757 | +19 | 281,192 | 376,280 | +95,088 |
| LAM RESEARCH CORP | 2,220 | 2,220 | 0 | 297,258 | 380,020 | +82,762 |
| THERMO FISHER SCIENTIFIC INC | 934 | 918 | -16 | 453,009 | 531,936 | +78,927 |
| DIREXION SHS ETF TR | 500 | 3,000 | +2,500 | 21,335 | 96,330 | +74,995 |
| JOHNSON & JOHNSON | 2,533 | 2,533 | 0 | 469,669 | 524,205 | +54,536 |
| SELECT SECTOR SPDR TR | 0 | 900 | +900 | 0 | 49,293 | +49,293 |
| SPROTT ASSET MANAGEMENT LP | 14,000 | 14,000 | 0 | 414,680 | 462,280 | +47,600 |
| SELECT SECTOR SPDR TR | 0 | 1,000 | +1,000 | 0 | 44,710 | +44,710 |
| VANECK ETF TRUST | 7,084 | 8,059 | +975 | 960,945 | 1,000,928 | +39,983 |
| CATERPILLAR INC | 393 | 393 | 0 | 187,520 | 225,138 | +37,618 |
| SIMON PPTY GROUP INC NEW | 375 | 575 | +200 | 70,377 | 106,439 | +36,062 |
| ELI LILLY & CO | 105 | 105 | 0 | 80,115 | 112,842 | +32,727 |
| PROSHARES TR | 0 | 475 | +475 | 0 | 32,538 | +32,538 |
| GSK PLC | 4,928 | 4,928 | 0 | 212,693 | 241,670 | +28,977 |
| ARCHER DANIELS MIDLAND CO | 500 | 1,000 | +500 | 29,870 | 57,490 | +27,620 |
| SOLSTICE ADVANCED MATLS INC | 0 | 549 | +549 | 0 | 26,671 | +26,671 |
| ZIM INTEGRATED SHIPPING SERV | 0 | 1,200 | +1,200 | 0 | 25,476 | +25,476 |
| J P MORGAN EXCHANGE TRADED F | 0 | 204 | +204 | 0 | 25,156 | +25,156 |
| APPLIED MATLS INC | 446 | 446 | 0 | 91,315 | 114,618 | +23,303 |
| ABRDN SILVER ETF TRUST | 960 | 960 | 0 | 42,701 | 64,935 | +22,234 |
| SCHWAB STRATEGIC TR | 22,256 | 22,357 | +101 | 710,181 | 729,289 | +19,108 |
| KINROSS GOLD CORP | 5,625 | 5,625 | 0 | 139,782 | 158,400 | +18,618 |
| DIREXION SHS ETF TR | 0 | 250 | +250 | 0 | 18,385 | +18,385 |
| SCHWAB STRATEGIC TR | 37,981 | 37,951 | -30 | 1,105,625 | 1,123,716 | +18,091 |
| J P MORGAN EXCHANGE TRADED F | 0 | 244 | +244 | 0 | 17,647 | +17,647 |
| SOUTHWEST GAS HLDGS INC | 0 | 200 | +200 | 0 | 16,004 | +16,004 |
| DANAHER CORPORATION | 648 | 630 | -18 | 128,473 | 144,220 | +15,747 |
| SPDR SERIES TRUST | 0 | 516 | +516 | 0 | 15,140 | +15,140 |
| CISCO SYS INC | 1,719 | 1,719 | 0 | 117,614 | 132,415 | +14,801 |
| CHEVRON CORP NEW | 1,976 | 2,107 | +131 | 306,799 | 321,141 | +14,342 |
| CITIGROUP INC | 900 | 900 | 0 | 91,350 | 105,021 | +13,671 |
| PALANTIR TECHNOLOGIES INC | 135,997 | 139,644 | +3,647 | 24,808,573 | 24,821,721 | +13,148 |
| DIREXION SHS ETF TR | 190 | 190 | 0 | 17,786 | 30,285 | +12,499 |
| FIRST TR EXCHNG TRADED FD VI | 0 | 348 | +348 | 0 | 11,923 | +11,923 |
| FIRST TR EXCHNG TRADED FD VI | 0 | 416 | +416 | 0 | 11,748 | +11,748 |
| CROWDSTRIKE HLDGS INC | 552 | 602 | +50 | 270,690 | 282,194 | +11,504 |
| SANA BIOTECHNOLOGY INC | 22,000 | 22,000 | 0 | 78,100 | 89,540 | +11,440 |
| WORLD GOLD TR | 0 | 128 | +128 | 0 | 10,928 | +10,928 |
| ROCKWELL AUTOMATION INC | 1,552 | 1,422 | -130 | 542,471 | 553,258 | +10,787 |
| SELECT SECTOR SPDR TR | 0 | 250 | +250 | 0 | 10,673 | +10,673 |
| ISHARES TR | 3,000 | 3,000 | 0 | 493,620 | 503,820 | +10,200 |
| VERIZON COMMUNICATIONS INC | 3,362 | 3,862 | +500 | 147,760 | 157,300 | +9,540 |
| CORNING INC | 1,550 | 1,550 | 0 | 127,147 | 135,718 | +8,571 |
| NORTHERN DYNASTY MINERALS LT | 10,000 | 10,000 | 0 | 12,000 | 19,700 | +7,700 |
| PEPSICO INC | 4,561 | 4,515 | -46 | 640,547 | 647,993 | +7,446 |
| J P MORGAN EXCHANGE TRADED F | 0 | 120 | +120 | 0 | 7,288 | +7,288 |
| ISHARES TR | 460 | 460 | 0 | 307,878 | 315,073 | +7,195 |
| SPDR SERIES TRUST | 0 | 124 | +124 | 0 | 7,181 | +7,181 |
| TILRAY BRANDS INC | 0 | 795 | +795 | 0 | 7,179 | +7,179 |
| ALPHABET INC | 100 | 100 | 0 | 24,355 | 31,380 | +7,025 |
| CENTURY ALUM CO | 0 | 175 | +175 | 0 | 6,857 | +6,857 |
| SPDR SERIES TRUST | 0 | 196 | +196 | 0 | 5,920 | +5,920 |
| CIENA CORP | 65 | 65 | 0 | 9,469 | 15,202 | +5,733 |
| GOLD FIELDS LTD | 3,350 | 3,350 | 0 | 140,566 | 146,261 | +5,695 |
| NEXTERA ENERGY INC | 1,155 | 1,155 | 0 | 87,191 | 92,724 | +5,533 |
| SELECT SECTOR SPDR TR | 0 | 136 | +136 | 0 | 5,488 | +5,488 |
| SCHWAB STRATEGIC TR | 4,671 | 4,751 | +80 | 108,736 | 114,214 | +5,478 |
| SPDR SERIES TRUST | 0 | 112 | +112 | 0 | 5,249 | +5,249 |
| QUALCOMM INC | 1,102 | 1,102 | 0 | 183,329 | 188,498 | +5,169 |
| SPDR SERIES TRUST | 0 | 56 | +56 | 0 | 5,118 | +5,118 |
| VANECK ETF TRUST | 530 | 530 | 0 | 40,492 | 45,459 | +4,967 |
| SELECT SECTOR SPDR TR | 0 | 30 | +30 | 0 | 4,721 | +4,721 |
| BHP GROUP LTD | 1,000 | 1,000 | 0 | 55,750 | 60,370 | +4,620 |