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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| HOEY Investments Inc
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| CRD # | 152103 |
| SEC # | 801-80919 |
| CIK # | 0001799544 |
| AUM | $635.5 M (2025-03-21) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 610-738-4280 |
| Address | 1000 Brandywine Creek Rd Coatesville, PA 19320 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 222.4 | ||
| Amazon Com Inc | 133.9 | ||
| Facebook Inc | 100.1 | ||
| Microsoft Corp | 60.1 | ||
| Palantir Technologies Inc | 19.4 | ||
| Apple Inc | 15.1 | ||
| Broadcom Inc | 13.9 | ||
| Wells Fargo & Co/MN | 11.5 | ||
| J P Morgan Chase & Co | 8.8 | ||
| General Electric Co | 8.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 320 | 82.0 |
| (b) Individuals (high net worth individuals) | 168 | 545.4 |
| (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 | 16 | 5.1 |
| (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 | 6 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,322 | 635.5 |
| By Discretionary | ||
| Discretionary | 1,322 | 635.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,322 | 635.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 635.5 | |
| Total | 1,322 | 635.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001799544] |
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|---|---|---|
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Wisdom Financial Services LLC
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Integris Wealth Management LLC
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Downtown Wealth Studios LLC
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FL | 0.6 |
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Aberdeen Wealth Management LLC
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TX | 0.6 |
|
Navista Wealth Management Inc
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MN | 0.6 |
|
West Branch Capital LLC
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|
MA | 0.6 |
|
New Vernon Wealth Management LLC
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|
IL | 0.6 |