0001799544-24-000005.txt : 20240510 0001799544-24-000005.hdr.sgml : 20240510 20240509173431 ACCESSION NUMBER: 0001799544-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HOEY INVESTMENTS, INC CENTRAL INDEX KEY: 0001799544 ORGANIZATION NAME: 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: 24932109 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 03-31-2024 03-31-2024 HOEY INVESTMENTS, INC

1000 BRANDYWINE CREEK ROAD COATESVILLE PA 19320

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COM 86745K104 4598 750 SH SOLE 0 0 750 SUPER MICRO COMPUTER INC CALL 86800U104 101003 100 PRN Call SOLE 0 0 100 SUPER MICRO COMPUTER INC COM 86800U104 262608 260 SH SOLE 0 0 260 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 54420 400 SH SOLE 0 0 400 TARGET CORP COM 87612E106 193159 1090 SH SOLE 0 0 1090 TECK RESOURCES LTD CL B 878742204 15108 330 SH SOLE 0 0 330 TELEPHONE & DATA SYS INC COM NEW 879433829 47740 2980 SH SOLE 0 0 2980 TESLA INC COM 88160R101 698414 3973 SH SOLE 0 0 3973 TEXAS INSTRS INC COM 882508104 17421 100 SH SOLE 0 0 100 THERATECHNOLOGIES INC COM NEW 88338H704 3113 1875 SH SOLE 0 0 1875 THERMO FISHER SCIENTIFIC INC COM 883556102 666648 1147 SH SOLE 0 0 1147 TILRAY BRANDS INC COM 88688T100 4343 1758 SH SOLE 0 0 1758 TKO GROUP HOLDINGS INC CL A 87256C101 2247 26 SH SOLE 0 0 26 TMC THE METALS COMPANY INC COM 87261Y106 858 600 SH SOLE 0 0 600 TORTOISE ENERGY INFRA CORP COM 89147L886 1701 55 SH SOLE 0 0 55 TREACE MED CONCEPTS INC COM 89455T109 13050 1000 SH SOLE 0 0 1000 TWIST BIOSCIENCE CORP COM 90184D100 3431 100 SH SOLE 0 0 100 UBER TECHNOLOGIES INC COM 90353T100 5500859 71449 SH SOLE 0 0 71449 UNDER ARMOUR INC CL C 904311206 1164 163 SH SOLE 0 0 163 UNILEVER PLC SPON ADR NEW 904767704 2610 52 SH SOLE 0 0 52 UNITED PARCEL SERVICE INC CL B 911312106 6689 45 SH SOLE 0 0 45 UNITED STS COMMODITY INDEX F CM REP COPP FD 911718104 25120 1000 SH SOLE 0 0 1000 UNITEDHEALTH GROUP INC COM 91324P102 930036 1880 SH SOLE 0 0 1880 UNUM GROUP COM 91529Y106 56343 1050 SH SOLE 0 0 1050 VALE S A SPONSORED ADS 91912E105 3657 300 SH SOLE 0 0 300 VALERO ENERGY CORP COM 91913Y100 17069 100 SH SOLE 0 0 100 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 13500 60 SH SOLE 0 0 60 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 17018 150 SH SOLE 0 0 150 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 74 1 SH SOLE 0 0 1 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 274 4 SH SOLE 0 0 4 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 723364 1505 SH SOLE 0 0 1505 VANGUARD INDEX FDS VALUE ETF 922908744 402098 2469 SH SOLE 0 0 2469 VANGUARD INDEX FDS TOTAL STK MKT 922908769 19553 75 SH SOLE 0 0 75 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 150 2 SH SOLE 0 0 2 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 36 0 SH SOLE 0 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 605210 3314 SH SOLE 0 0 3314 VANGUARD STAR FDS VG TL INTL STK F 921909768 1990 33 SH SOLE 0 0 33 VERALTO CORP COM SHS 92338C103 38568 435 SH SOLE 0 0 435 VERIZON COMMUNICATIONS INC COM 92343V104 280755 6691 SH SOLE 0 0 6691 VERTEX PHARMACEUTICALS INC COM 92532F100 5435 13 SH SOLE 0 0 13 VIATRIS INC COM 92556V106 10209 855 SH SOLE 0 0 855 VIKING THERAPEUTICS INC COM 92686J106 16400 200 SH SOLE 0 0 200 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 374 42 SH SOLE 0 0 42 VOYA FINANCIAL INC COM 929089100 1479 20 SH SOLE 0 0 20 WABTEC COM 929740108 438 3 SH SOLE 0 0 3 WALLBOX NV SHS CL A N94209108 2840 2000 SH SOLE 0 0 2000 WALMART INC COM 931142103 1611240 26778 SH SOLE 0 0 26778 WELLS FARGO CO NEW COM 949746101 7344112 126710 SH SOLE 0 0 126710 WEYERHAEUSER CO MTN BE COM NEW 962166104 52321 1457 SH SOLE 0 0 1457 WHEATON PRECIOUS METALS CORP COM 962879102 61269 1300 SH SOLE 0 0 1300 ZOETIS INC CL A 98978V103 683270 4038 SH SOLE 0 0 4038