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| HOEY Investments Inc
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|---|---|
| CRD # | 152103 |
| SEC # | 801-80919 |
| CIK # | 0001799544 |
| AUM | 788.3 M (2026-03-28) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-738-4280 |
| Address | 1000 Brandywine Creek Rd Coatesville, PA 19320 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 241.2 | ||
| Amazon Com Inc | 129.9 | ||
| Facebook Inc | 73.1 | ||
| Microsoft Corp | 41.4 | ||
| Palantir Technologies Inc | 26.9 | ||
| Apple Inc | 19.1 | ||
| Broadcom Inc | 17.2 | ||
| Wells Fargo & Co/MN | 10.9 | ||
| Goldman Sachs Group Inc | 10.3 | ||
| General Electric Co | 9.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 404 | 131.7 |
| (b) Individuals (high net worth individuals) | 185 | 656.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,554 | 788.3 |
| By Discretionary | ||
| Discretionary | 1,554 | 788.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,554 | 788.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 788.3 | |
| Total | 1,554 | 788.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001799544] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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