|
⚲
|
| Keyboard |
| HOEY Investments Inc
✚
|
|
|---|---|
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001799544 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Alphabet Inc | 9.7 | ||
| J P Morgan Chase & Co | 8.7 | ||
| GE Vernova Inc | 8.2 | ||
| Morgan Stanley | 7.7 | ||
| Bank of America Corp /DE/ | 6.2 | ||
| Wal Mart Stores Inc | 5.7 | ||
| Uber Technologies Inc | 3.3 | ||
| iShares Silver Trust | 3.1 | ||
| Commercial Metals Co | 2.5 | ||
| International Business Machines Corp | 2.2 | ||
| Lowes Companies Inc | 2.1 | ||
| Amgen Inc | 1.8 | ||
| Netflix Inc | 1.7 | ||
| Cummins Inc | 1.4 | ||
| Tesla Motors Inc | 1.3 | ||
| Boeing Co | 1.2 | ||
| Prev | Page 1 | Next | |||
| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
McNamara Financial Services Inc
✚
|
MA | 797.9 M |
|
Schiavi & Company LLC
✚
|
DE | 797.6 M |
|
Carsonallaria Wealth Management Ltd
✚
|
IL | 791.8 M |
|
Investor's Fiduciary Advisor Network LLC
✚
|
787.4 M | |
|
Sycamore Financial Group Inc
✚
|
IN | 787.4 M |
|
Whelan Financial
✚
|
CA | 781.8 M |
|
New Vernon Wealth Management LLC
✚
|
IL | 781.0 M |
|
Wisdom Financial Services LLC
✚
|
IL | 779.2 M |
|
BCM Advisors LLC
✚
|
LA | 775.7 M |
|
Satis Asset Management Ltd
✚
|
773.9 M |