0001799544-25-000001.txt : 20250212 0001799544-25-000001.hdr.sgml : 20250212 20250212144918 ACCESSION NUMBER: 0001799544-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250212 DATE AS OF CHANGE: 20250212 EFFECTIVENESS DATE: 20250212 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: 25614299 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 12-31-2024 12-31-2024 HOEY INVESTMENTS, INC

1000 BRANDYWINE CREEK ROAD COATESVILLE PA 19320

13F HOLDINGS REPORT 028-19650 000152103 801-80919 N Francis Hoey 610-738-4280 Francis Hoey Coatesville PA 02-12-2025 0 374 594892849 false INFORMATION TABLE 2 hoey4q24.xml 3M CO COM 88579Y101 16524 128 SH SOLE 0 0 128 ABBOTT LABS COM 002824100 31671 280 SH SOLE 0 0 280 ABBVIE INC COM 00287Y109 696584 3920 SH SOLE 0 0 3920 ABRDN GLOBAL DYNAMIC DIVIDEN COM 00302M106 8183 835 SH SOLE 0 0 835 ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 003264108 26468 960 SH SOLE 0 0 960 ADOBE INC COM 00724F101 106279 239 SH SOLE 0 0 239 ADVANCED MICRO DEVICES INC COM 007903107 157631 1305 SH SOLE 0 0 1305 AIM IMMUNOTECH INC COM 00901B105 198 1000 SH SOLE 0 0 1000 AIRBNB INC COM CL A 009066101 23260 177 SH SOLE 0 0 177 ALLOGENE THERAPEUTICS INC COM 019770106 639 300 SH SOLE 0 0 300 ALLSTATE CORP COM 020002101 410836 2131 SH SOLE 0 0 2131 ALPHABET INC CAP STK CL A 02079K305 318024 1680 SH SOLE 0 0 1680 AMAZON COM INC CALL 023135106 3422484 15600 PRN Call SOLE 0 0 15600 AMAZON COM INC COM 023135106 129854309 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BANCSHARES INC N CL A 31946M103 4227 2 SH SOLE 0 0 2 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 2494 15 SH SOLE 0 0 15 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 35850 1000 SH SOLE 0 0 1000 FISERV INC COM 337738108 10682 52 SH SOLE 0 0 52 FORTIVE CORP COM 34959J108 5025 67 SH SOLE 0 0 67 FORTREA HLDGS INC COMMON STOCK 34965K107 392 21 SH SOLE 0 0 21 FOX CORP CL A COM 35137L105 2527 52 SH SOLE 0 0 52 GE AEROSPACE COM NEW 369604301 6265133 37563 SH SOLE 0 0 37563 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 470 6 SH SOLE 0 0 6 GE VERNOVA INC COM 36828A101 2698542 8204 SH SOLE 0 0 8204 GENERAL DYNAMICS CORP COM 369550108 27667 105 SH SOLE 0 0 105 GENERAL MTRS CO COM 37045V100 453381 8511 SH SOLE 0 0 8511 GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209 639 65 SH SOLE 0 0 65 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 365 20 SH SOLE 0 0 20 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 18425 688 SH SOLE 0 0 688 GOLD FIELDS LTD SPONSORED ADR 38059T106 44220 3350 SH SOLE 0 0 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10 HEWLETT PACKARD ENTERPRISE C COM 42824C109 4270 200 SH SOLE 0 0 200 HIVE DIGITAL TECHNOLOGIES LT COM NEW 433921103 411 144 SH SOLE 0 0 144 HOME DEPOT INC COM 437076102 236895 609 SH SOLE 0 0 609 HONDA MOTOR LTD ADR ECH CNV IN 3 438128308 1057 37 SH SOLE 0 0 37 HONEYWELL INTL INC COM 438516106 496958 2200 SH SOLE 0 0 2200 HP INC COM 40434L105 6526 200 SH SOLE 0 0 200 HSBC HLDGS PLC SPON ADR NEW 404280406 4946 100 SH SOLE 0 0 100 ILLINOIS TOOL WKS INC COM 452308109 88746 350 SH SOLE 0 0 350 INTEL CORP COM 458140100 20050 1000 SH SOLE 0 0 1000 INTERCONTINENTAL EXCHANGE IN COM 45866F104 6557 44 SH SOLE 0 0 44 INTERNATIONAL BUSINESS MACHS COM 459200101 423393 1926 SH SOLE 0 0 1926 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 846 10 SH SOLE 0 0 10 INTERNATIONAL PAPER CO COM 460146103 13455 250 SH SOLE 0 0 250 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 3897 300 SH SOLE 0 0 300 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 58800 840 SH SOLE 0 0 840 INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE 46138G656 1552 32 SH SOLE 0 0 32 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 11561 101 SH SOLE 0 0 101 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 21260 1000 SH SOLE 0 0 1000 INVESCO QQQ TR UNIT SER 1 46090E103 3068 6 SH SOLE 0 0 6 INVESTMENT MANAGERS SER TR I TRADR 2X SHORT 46144X131 14006 333 SH SOLE 0 0 333 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 243765 4595 SH SOLE 0 0 4595 ISHARES GOLD TR ISHARES NEW 464285204 28469 575 SH SOLE 0 0 575 ISHARES SILVER TR ISHARES 46428Q109 437895 16631 SH SOLE 0 0 16631 ISHARES TR SELECT DIVID ETF 464287168 53961 411 SH SOLE 0 0 411 ISHARES TR CORE US AGGBD ET 464287226 75 1 SH SOLE 0 0 1 ISHARES TR MSCI EMG MKT ETF 464287234 323339 7732 SH SOLE 0 0 7732 ISHARES TR GLOBAL ENERG ETF 464287341 39 1 SH SOLE 0 0 1 ISHARES TR ISHARES BIOTECH 464287556 70069 530 SH SOLE 0 0 530 ISHARES TR RUS 1000 ETF 464287622 12565 39 SH SOLE 0 0 39 ISHARES TR IBOXX HI YD ETF 464288513 52 1 SH SOLE 0 0 1 ISHARES TR EAFE VALUE ETF 464288877 53 1 SH SOLE 0 0 1 ISHARES TR CORE TOTAL USD 46434V613 46 1 SH SOLE 0 0 1 ISHARES TR CORE DIV GRWTH 46434V621 101396 1653 SH SOLE 0 0 1653 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1478 12 SH SOLE 0 0 12 JOHNSON & JOHNSON COM 478160104 348969 2413 SH SOLE 0 0 2413 JPMORGAN CHASE & CO. 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74347G440 298965 13124 SH SOLE 0 0 13124 PROSHARES TR ULTRAPRO QQQ 74347X831 158260 2000 SH SOLE 0 0 2000 PROSHARES TR ULTRA BITCOIN ET 74349Y704 74130 1500 SH SOLE 0 0 1500 PROSHARES TR II ULTRA BLOOMBERG 74347Y748 1340 24 SH SOLE 0 0 24 PVH CORPORATION COM 693656100 55413 524 SH SOLE 0 0 524 QUALCOMM INC COM 747525103 184652 1202 SH SOLE 0 0 1202 QUALYS INC COM 74758T303 42066 300 SH SOLE 0 0 300 QUANTUMSCAPE CORP COM CL A 74767V109 26 5 SH SOLE 0 0 5 REALTY INCOME CORP COM 756109104 29056 544 SH SOLE 0 0 544 REINSURANCE GRP OF AMERICA I COM NEW 759351604 5555 26 SH SOLE 0 0 26 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 785 59 SH SOLE 0 0 59 ROCKWELL AUTOMATION INC COM 773903109 498418 1744 SH SOLE 0 0 1744 ROKU INC COM CL A 77543R102 1190 16 SH SOLE 0 0 16 ROSS STORES INC COM 778296103 8472 56 SH SOLE 0 0 56 RTX CORPORATION COM 75513E101 727185 6284 SH SOLE 0 0 6284 SANOFI SPONSORED ADR 80105N105 27588 572 SH SOLE 0 0 572 SCHWAB CHARLES CORP COM 808513105 2887 39 SH SOLE 0 0 39 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 12031 530 SH SOLE 0 0 530 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 997 43 SH SOLE 0 0 43 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 611328 21935 SH SOLE 0 0 21935 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 898011 34446 SH SOLE 0 0 34446 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1230 45 SH SOLE 0 0 45 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 71402 3860 SH SOLE 0 0 3860 SCHWAB STRATEGIC TR US REIT ETF 808524847 2106 100 SH SOLE 0 0 100 SEALED AIR CORP NEW COM 81211K100 2470 73 SH SOLE 0 0 73 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4195 30 SH SOLE 0 0 30 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 13246 175 SH SOLE 0 0 175 SERVE ROBOTICS INC COM 81758H106 648 48 SH SOLE 0 0 48 SERVICENOW INC COM 81762P102 4438723 4187 SH SOLE 0 0 4187 SHOPIFY INC CL A 82509L107 147799 1390 SH SOLE 0 0 1390 SIMON PPTY GROUP INC NEW COM 828806109 64579 375 SH SOLE 0 0 375 SNDL INC COM 83307B101 6489 3625 SH SOLE 0 0 3625 SOLVENTUM CORP COM SHS 83444M101 2048 31 SH SOLE 0 0 31 SPDR GOLD TR GOLD SHS 78463V107 77482 320 SH SOLE 0 0 320 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 717 21 SH SOLE 0 0 21 SPDR S&P 500 ETF TR TR UNIT 78462F103 138901 237 SH SOLE 0 0 237 SPDR SER TR PRTFLO S&P500 HI 78468R788 17296 400 SH SOLE 0 0 400 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 5010 147 SH SOLE 0 0 147 STARBUCKS CORP COM 855244109 183 2 SH SOLE 0 0 2 STMICROELECTRONICS N V NY REGISTRY 861012102 375 15 SH SOLE 0 0 15 STRYKER CORPORATION COM 863667101 125298 348 SH SOLE 0 0 348 SUMMIT THERAPEUTICS INC COM 86627T108 1785 100 SH SOLE 0 0 100 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 347188 1758 SH SOLE 0 0 1758 TARGET CORP COM 87612E106 137073 1014 SH SOLE 0 0 1014 TECK RESOURCES LTD CL B 878742204 8106 200 SH SOLE 0 0 200 TELEPHONE & DATA SYS INC COM NEW 879433829 61160 1793 SH SOLE 0 0 1793 TESLA INC COM 88160R101 375976 931 SH SOLE 0 0 931 TEXAS INSTRS INC COM 882508104 18751 100 SH SOLE 0 0 100 THE TRADE DESK INC COM CL A 88339J105 588 5 SH SOLE 0 0 5 THERATECHNOLOGIES INC COM NEW 88338H704 3394 1875 SH SOLE 0 0 1875 THERMO FISHER SCIENTIFIC INC COM 883556102 504624 970 SH SOLE 0 0 970 TILRAY BRANDS INC COM 88688T100 2605 1958 SH SOLE 0 0 1958 TKO GROUP HOLDINGS INC CL A 87256C101 3695 26 SH SOLE 0 0 26 TRACTOR SUPPLY CO COM 892356106 2707 51 SH SOLE 0 0 51 TRANSDIGM GROUP INC COM 893641100 6337 5 SH SOLE 0 0 5 TREACE MED CONCEPTS INC COM 89455T109 7440 1000 SH SOLE 0 0 1000 TWIST BIOSCIENCE CORP COM 90184D100 4647 100 SH SOLE 0 0 100 UBER TECHNOLOGIES INC COM 90353T100 3993969 66213 SH SOLE 0 0 66213 UBER TECHNOLOGIES INC COM 90353T100 3016 50 SH SOLE 0 0 50 UNDER ARMOUR INC CL C 904311206 97 13 SH SOLE 0 0 13 UNILEVER PLC SPON ADR NEW 904767704 2949 52 SH SOLE 0 0 52 UNITED STS COMMODITY INDEX F CM REP COPP FD 911718104 129574 5150 SH SOLE 0 0 5150 UNUM GROUP COM 91529Y106 76682 1050 SH SOLE 0 0 1050 V F CORP COM 918204108 773 36 SH SOLE 0 0 36 VANECK ETF TRUST GOLD MINERS ETF 92189F106 10173 300 SH SOLE 0 0 300 VANECK ETF TRUST URANIUM AND NUCL 92189F601 168374 2070 SH SOLE 0 0 2070 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 8476 35 SH SOLE 0 0 35 VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 3452 40 SH SOLE 0 0 40 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 370 2 SH SOLE 0 0 2 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 49 1 SH SOLE 0 0 1 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 21756 303 SH SOLE 0 0 303 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1617 3 SH SOLE 0 0 3 VANGUARD INDEX FDS MID CAP ETF 922908629 56911 215 SH SOLE 0 0 215 VANGUARD INDEX FDS VALUE ETF 922908744 84650 500 SH SOLE 0 0 500 VANGUARD INDEX FDS TOTAL STK MKT 922908769 14702 51 SH SOLE 0 0 51 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 109 1 SH SOLE 0 0 1 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 38 0 SH SOLE 0 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 657872 3359 SH SOLE 0 0 3359 VERALTO CORP COM SHS 92338C103 34731 341 SH SOLE 0 0 341 VERIZON COMMUNICATIONS INC COM 92343V104 147604 3691 SH SOLE 0 0 3691 VERTEX PHARMACEUTICALS INC COM 92532F100 5236 13 SH SOLE 0 0 13 VIATRIS INC COM 92556V106 9226 741 SH SOLE 0 0 741 VIKING THERAPEUTICS INC COM 92686J106 6036 150 SH SOLE 0 0 150 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 357 42 SH SOLE 0 0 42 VOYA FINANCIAL INC COM 929089100 1377 20 SH SOLE 0 0 20 WALLBOX NV SHS CL A N94209108 1002 2000 SH SOLE 0 0 2000 WALMART INC COM 931142103 4773070 52829 SH SOLE 0 0 52829 WARNER BROS DISCOVERY INC COM SER A 934423104 254 24 SH SOLE 0 0 24 WEC ENERGY GROUP INC COM 92939U106 42318 450 SH SOLE 0 0 450 WELLS FARGO CO NEW COM 949746101 11452000 163041 SH SOLE 0 0 163041 WELLS FARGO CO NEW COM 949746101 12292 175 SH SOLE 0 0 175 WEYERHAEUSER CO MTN BE COM NEW 962166104 13512 480 SH SOLE 0 0 480 WHEATON PRECIOUS METALS CORP COM 962879102 36556 650 SH SOLE 0 0 650 WIDEPOINT CORP COMMON 967590209 49 10 SH SOLE 0 0 10 WILLIAMS COS INC COM 969457100 28143 520 SH SOLE 0 0 520 WISA TECHNOLOGIES INC COM SHS 86633R609 21 10 SH SOLE 0 0 10 WP CAREY INC COM 92936U109 48324 887 SH SOLE 0 0 887 ZOETIS INC CL A 98978V103 506061 3106 SH SOLE 0 0 3106 ZSCALER INC COM 98980G102 903 5 SH SOLE 0 0 5