0001799544-21-000001.txt : 20210122 0001799544-21-000001.hdr.sgml : 20210122 20210122105238 ACCESSION NUMBER: 0001799544-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210122 DATE AS OF CHANGE: 20210122 EFFECTIVENESS DATE: 20210122 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: 21544400 BUSINESS ADDRESS: STREET 1: 410 N HIGH ST CITY: WEST CHESTER STATE: PA ZIP: 19380 BUSINESS PHONE: 6107384280 MAIL ADDRESS: STREET 1: 410 N HIGH ST CITY: WEST CHESTER STATE: PA ZIP: 19380 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001799544 XXXXXXXX 12-31-2020 12-31-2020 HOEY INVESTMENTS, INC

410 N HIGH ST WEST CHESTER PA 19380

13F HOLDINGS REPORT 028-19650 N Kristen Voigtsberger 6107384280 kristen voigtsberger west chester PA 01-22-2021 0 193 278412 false INFORMATION TABLE 2 form13fq42020.xml AT&T INC COM 00206R102 326 11325 SH SOLE 0 0 11325 ABBOTT LABS COM 002824100 93 850 SH SOLE 0 0 850 ABBVIE INC COM 00287Y109 80 750 SH SOLE 0 0 750 ACTIVISION BLIZZARD INC COM 00507V109 28 302 SH SOLE 0 0 302 ADOBE SYSTEMS INCORPORATED COM 00724F101 343 685 SH SOLE 0 0 685 ADVANCED MICRO DEVICES INC COM 007903107 623 6789 SH SOLE 0 0 6789 AGILENT TECHNOLOGIES INC COM 00846U101 28 238 SH SOLE 0 0 238 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 623 2679 SH SOLE 0 0 2679 ALLSTATE CORP COM 020002101 18 166 SH SOLE 0 0 166 ALTERYX INC COM CL A 02156B103 3 24 SH SOLE 0 0 24 AMAZON COM INC COM 023135106 4233 1300 SH Call SOLE 0 0 1300 AMAZON COM INC COM 023135106 62455 19176 SH SOLE 1 0 19175 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 73 3100 SH SOLE 0 0 3100 AMERICAN WTR WKS CO INC NEW COM 030420103 242 1576 SH SOLE 0 0 1576 AMGEN INC COM 031162100 29 128 SH SOLE 0 0 128 APPLE INC COM 037833100 1062 8000 SH Call SOLE 0 0 8000 APPLE INC COM 037833100 52600 396416 SH SOLE 8 0 396404 ARROW ELECTRS INC COM 042735100 99 1020 SH SOLE 0 0 1020 AUTOMATIC DATA PROCESSING IN COM 053015103 529 3000 SH SOLE 0 0 3000 BK OF AMERICA CORP COM 060505104 2311 76230 SH SOLE 0 0 76230 BED BATH & BEYOND INC COM 075896100 9 525 SH SOLE 0 0 525 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23 100 SH SOLE 0 0 100 BEST BUY INC COM 086516101 116 1166 SH SOLE 0 0 1166 BHP GROUP LTD SPONSORED ADS 088606108 954 14604 SH SOLE 0 0 14604 BIOCEPT INC COM 09072V501 0 1 SH SOLE 0 0 1 BLACKROCK LTD DURATION INC T COM SHS 09249W101 21 1347 SH SOLE 0 0 1347 BLACKROCK ENHANCED EQUITY DI COM 09251A104 749 88488 SH SOLE 0 0 88488 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 45 7750 SH SOLE 0 0 7750 BOEING CO COM 097023105 340 1589 SH SOLE 0 0 1589 CVS HEALTH CORP COM 126650100 1114 16317 SH SOLE 0 0 16317 CATERPILLAR INC COM 149123101 328 1804 SH SOLE 0 0 1804 LUMEN TECHNOLOGIES INC COM 156700106 0 9 SH SOLE 0 0 9 CERNER CORP COM 156782104 0 3 SH SOLE 0 0 3 CHIPOTLE MEXICAN GRILL INC COM 169656105 69 50 SH SOLE 0 0 50 CISCO SYS INC COM 17275R102 25 560 SH SOLE 0 0 560 CITIGROUP INC COM NEW 172967424 16 260 SH SOLE 0 0 260 COMCAST CORP NEW CL A 20030N101 253 4827 SH SOLE 0 0 4827 COMMERCIAL METALS CO COM 201723103 192 9362 SH SOLE 0 0 9362 CONOCOPHILLIPS COM 20825C104 690 17252 SH SOLE 0 0 17252 COSTCO WHSL CORP NEW COM 22160K105 863 2291 SH SOLE 0 0 2291 CREATIVE REALITIES INC COM NEW 22530J200 9 6849 SH SOLE 0 0 6849 CROWDSTRIKE HLDGS INC CL A 22788C105 127 600 SH SOLE 0 0 600 CUMMINS INC COM 231021106 6 25 SH SOLE 0 0 25 D R HORTON INC COM 23331A109 400 5804 SH SOLE 0 0 5804 DXC TECHNOLOGY CO COM 23355L106 13 517 SH SOLE 0 0 517 DEERE & CO COM 244199105 188 700 SH SOLE 0 0 700 DELAWARE ENHANCED GBL DIV & COM 246060107 95 9750 SH SOLE 0 0 9750 DISNEY WALT CO COM 254687106 2212 12210 SH SOLE 0 0 12210 DRAFTKINGS INC COM CL A 26142R104 0 200 SH Call SOLE 0 0 200 DRAFTKINGS INC COM CL A 26142R104 5 100 SH SOLE 0 0 100 DUPONT DE NEMOURS INC COM 26614N102 469 6601 SH SOLE 0 0 6601 ETF MANAGERS TR WEDBUSH VID GAME 26924G706 0 2 SH SOLE 0 0 2 EATON VANCE RISK-MANAGED DIV COM 27829G106 73 7000 SH SOLE 0 0 7000 ENPHASE ENERGY INC COM 29355A107 85 485 SH SOLE 0 0 485 ENTERPRISE PRODS PARTNERS L COM 293792107 15 750 SH SOLE 0 0 750 FNCB BANCORP INC COM 302578109 108 16929 SH SOLE 0 0 16929 FACEBOOK INC CL A 30303M102 27 100 SH SOLE 0 0 100 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 5 75 SH SOLE 0 0 75 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 5 90 SH SOLE 0 0 90 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 5 50 SH SOLE 0 0 50 FIREEYE INC COM 31816Q101 522 22648 SH SOLE 0 0 22648 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 5 30 SH SOLE 0 0 30 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 26 1173 SH SOLE 0 0 1173 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 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45444 JOHNSON & JOHNSON COM 478160104 7064 44885 SH SOLE 0 0 44885 JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105 20 500 SH SOLE 0 0 500 KKR & CO INC COM 48251W104 59 1469 SH SOLE 0 0 1469 KEYSIGHT TECHNOLOGIES INC COM 49338L103 16 119 SH SOLE 0 0 119 KINDER MORGAN INC DEL COM 49456B101 814 59529 SH SOLE 0 0 59529 KOHLS CORP COM 500255104 321 7884 SH SOLE 0 0 7884 KRAFT HEINZ CO COM 500754106 250 7224 SH SOLE 0 0 7224 LABORATORY CORP AMER HLDGS COM NEW 50540R409 2 10 SH SOLE 0 0 10 LAM RESEARCH CORP COM 512807108 18 39 SH SOLE 0 0 39 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 28 996 SH SOLE 0 0 996 LENNAR CORP CL A 526057104 63 830 SH SOLE 0 0 830 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 19 2775 SH SOLE 0 0 2775 LIONS GATE ENTMNT CORP CL A VTG 535919401 0 2 SH SOLE 0 0 2 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 0 2 SH SOLE 0 0 2 LOCKHEED MARTIN CORP COM 539830109 960 2704 SH SOLE 0 0 2704 LOWES COS INC COM 548661107 6205 38656 SH SOLE 0 0 38656 MCDONALDS CORP COM 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INC COM 58933Y105 886 10835 SH SOLE 0 0 10835 MICROSOFT CORP COM 594918104 33068 148674 SH SOLE 3 0 148671 MODERNA INC COM 60770K107 2 20 SH SOLE 0 0 20 MORGAN STANLEY COM NEW 617446448 906 13220 SH SOLE 0 0 13220 NETAPP INC COM 64110D104 26 400 SH SOLE 0 0 400 NETFLIX INC COM 64110L106 709 1312 SH SOLE 0 0 1312 NEW YORK CMNTY BANCORP INC COM 649445103 34 3227 SH SOLE 0 0 3227 NIKE INC CL B 654106103 1 5 SH SOLE 0 0 5 NVIDIA CORPORATION COM 67066G104 27073 51844 SH SOLE 0 0 51844 NUVEEN REAL ASSET INCOME & G COM 67074Y105 17 1238 SH SOLE 0 0 1238 OPKO HEALTH INC COM 68375N103 0 2 SH SOLE 0 0 2 OUTSET MED INC COM 690145107 11 200 SH SOLE 0 0 200 PPG INDS INC COM 693506107 58 400 SH SOLE 0 0 400 PPL CORP COM 69351T106 4 150 SH SOLE 0 0 150 PALANTIR TECHNOLOGIES INC CL A 69608A108 402 17088 SH SOLE 0 0 17088 PAYPAL HLDGS INC COM 70450Y103 2658 11348 SH SOLE 0 0 11348 PELOTON INTERACTIVE INC CL A COM 70614W100 11 75 SH SOLE 0 0 75 PEPSICO INC COM 713448108 1899 12803 SH SOLE 0 0 12803 PFIZER INC COM 717081103 1883 51150 SH SOLE 0 0 51150 PHILLIPS 66 COM 718546104 45 650 SH SOLE 0 0 650 PIMCO CORPORATE & INCOME OPP COM 72201B101 22 1211 SH SOLE 0 0 1211 POTLATCHDELTIC CORPORATION COM 737630103 31 622 SH SOLE 0 0 622 PROCTER AND GAMBLE CO COM 742718109 975 7010 SH SOLE 0 0 7010 PROLOGIS INC. 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