0001772715-23-000004.txt : 20230811 0001772715-23-000004.hdr.sgml : 20230811 20230811124359 ACCESSION NUMBER: 0001772715-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HOEY INVESTMENTS, INC CENTRAL INDEX KEY: 0001799544 IRS NUMBER: 261467855 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19650 FILM NUMBER: 231162611 BUSINESS ADDRESS: STREET 1: 1000 BRANDYWINE CREEK ROAD CITY: COATESVILLE STATE: PA ZIP: 19320 BUSINESS PHONE: 6107384280 MAIL ADDRESS: STREET 1: 1000 BRANDYWINE CREEK ROAD CITY: COATESVILLE STATE: PA ZIP: 19320 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001799544 XXXXXXXX 06-30-2023 06-30-2023 HOEY INVESTMENTS, INC

1000 BRANDYWINE CREEK ROAD COATESVILLE PA 19320

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83307B101 2593 1892 SH SOLE 0 0 1892 SNOWFLAKE INC CL A 833445109 1106387 6287 SH SOLE 0 0 6287 SOCIAL LEVERAGE ACQUISN CORP UNIT 12/02/2027 83363K201 9600 1000 SH SOLE 0 0 1000 SPDR GOLD TR GOLD SHS 78463V107 57047 320 SH SOLE 0 0 320 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 684 21 SH SOLE 0 0 21 SPDR S&P 500 ETF TR TR UNIT 78462F103 64276 145 SH SOLE 0 0 145 SPDR SER TR S&P BIOTECH 78464A870 5825 70 SH SOLE 0 0 70 STARBUCKS CORP COM 855244109 17138 173 SH SOLE 0 0 173 STMICROELECTRONICS N V NY REGISTRY 861012102 750 15 SH SOLE 0 0 15 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 156426 1550 SH SOLE 0 0 1550 TARGET CORP COM 87612E106 218427 1656 SH SOLE 0 0 1656 TECK RESOURCES LTD CL B 878742204 8420 200 SH SOLE 0 0 200 TELEPHONE & DATA SYS INC COM NEW 879433829 29233 3552 SH SOLE 0 0 3552 TESLA INC CALL 88160R101 26177 100 PRN Call SOLE 0 0 100 TESLA INC COM 88160R101 1514602 5786 SH SOLE 0 0 5786 THE CIGNA GROUP COM 125523100 5612 20 SH SOLE 0 0 20 THERMO FISHER SCIENTIFIC INC COM 883556102 1180721 2263 SH SOLE 0 0 2263 TILRAY BRANDS INC COM 88688T100 780 500 SH SOLE 0 0 500 TMC THE METALS COMPANY INC COM 87261Y106 978 600 SH SOLE 0 0 600 TWIST BIOSCIENCE CORP COM 90184D100 2046 100 SH SOLE 0 0 100 UBER TECHNOLOGIES INC COM 90353T100 2994790 69372 SH SOLE 0 0 69372 UNDER ARMOUR INC CL C 904311206 7 1 SH SOLE 0 0 1 UNILEVER PLC SPON ADR NEW 904767704 2711 52 SH SOLE 0 0 52 UNION PAC CORP COM 907818108 20462 100 SH SOLE 0 0 100 UNITED PARCEL SERVICE INC CL B 911312106 8067 45 SH SOLE 0 0 45 UNITEDHEALTH GROUP INC COM 91324P102 1716366 3571 SH SOLE 0 0 3571 UNUM GROUP COM 91529Y106 50085 1050 SH SOLE 0 0 1050 US BANCORP DEL COM NEW 902973304 26432 800 SH SOLE 0 0 800 VALE S A SPONSORED ADS 91912E105 4026 300 SH SOLE 0 0 300 VALERO ENERGY CORP COM 91913Y100 11730 100 SH SOLE 0 0 100 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 9135 60 SH SOLE 0 0 60 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 14025 150 SH SOLE 0 0 150 VANGUARD INDEX FDS GROWTH ETF 922908736 8206 29 SH SOLE 0 0 29 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 15459 185 SH SOLE 0 0 185 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10940 50 SH SOLE 0 0 50 VANGUARD INDEX FDS VALUE ETF 922908744 23305 164 SH SOLE 0 0 164 VANGUARD STAR FDS VG TL INTL STK F 921909768 1851 33 SH SOLE 0 0 33 VERIZON COMMUNICATIONS INC COM 92343V104 105583 2839 SH SOLE 0 0 2839 VERTEX PHARMACEUTICALS INC COM 92532F100 4575 13 SH SOLE 0 0 13 VIATRIS INC COM 92556V106 11118 1114 SH SOLE 0 0 1114 VICTORIAS SECRET AND CO COMMON STOCK 926400102 262 15 SH SOLE 0 0 15 VISA INC COM CL A 92826C839 2333716 9827 SH SOLE 0 0 9827 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 397 42 SH SOLE 0 0 42 VOYA FINANCIAL INC COM 929089100 1435 20 SH SOLE 0 0 20 WABTEC COM 929740108 330 3 SH SOLE 0 0 3 WALMART INC COM 931142103 1364637 8682 SH SOLE 0 0 8682 WARNER BROS DISCOVERY INC COM SER A 934423104 738005 58852 SH SOLE 0 0 58852 WELLS FARGO CO NEW COM 949746101 4823950 113026 SH SOLE 0 0 113026 WEYERHAEUSER CO MTN BE COM NEW 962166104 48825 1457 SH SOLE 0 0 1457 WHEATON PRECIOUS METALS CORP COM 962879102 56186 1300 SH SOLE 0 0 1300 WORLD WRESTLING ENTMT INC CL A 98156Q108 2821 26 SH SOLE 0 0 26 ZOETIS INC CL A 98978V103 1051687 6107 SH SOLE 0 0 6107