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Francis Hoey

@Hoey Investments, Inc

Latest period2024 - Q3ReportedManaged Assets$534.435MTotal holdings390
Assets growth rate0%Assets growth rate (2-Q avg)8.56%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hoey Investments, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 390 positions.

Assets under management

The assets under management (AUM) of Hoey Investments, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 534.435M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 8.56%. The portfolio is managed by Francis Hoey, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPMJpmorgan Chase & Co.
Recent Activity
0.98%
$5.234M
25,879 shares@ $202.27 avg price
UBERUber Technologies Inc
Recent Activity
0.96%
$5.085M
69,963 shares@ $72.69 avg price
GEGe Aerospace
Recent Activity
0.95%
$5.025M
31,611 shares@ $158.98 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
0.78%
$4.129M
25,457 shares@ $162.22 avg price
GOOGLAlphabet Inc
Recent Activity
0.51%
$2.688M
14,755 shares@ $182.16 avg price
LOWLowes Cos Inc
Recent Activity
0.49%
$2.593M
11,763 shares@ $220.47 avg price
AMGNAmgen Inc
Recent Activity
0.46%
$2.447M
7,833 shares@ $312.46 avg price
NOWServicenow Inc
Recent Activity
0.41%
$2.157M
2,742 shares@ $786.68 avg price
WMTWalmart Inc
Recent Activity
0.4%
$2.115M
31,239 shares@ $67.72 avg price
SOXLDirexion Shs Etf Tr
Recent Activity
0.4%
$2.104M
38,000 shares@ $55.36 avg price