0001799544-23-000003.txt : 20231024 0001799544-23-000003.hdr.sgml : 20231024 20231023211117 ACCESSION NUMBER: 0001799544-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231024 DATE AS OF CHANGE: 20231023 EFFECTIVENESS DATE: 20231024 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: 231340996 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 09-30-2023 09-30-2023 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 10-23-2023 0 352 301719920 false INFORMATION TABLE 2 hoey3q23.xml 3M CO COM 88579Y101 1405 15 SH SOLE 0 0 15 ABBOTT LABS COM 002824100 48425 500 SH SOLE 0 0 500 ABBVIE INC COM 00287Y109 550330 3692 SH SOLE 0 0 3692 ABRDN GLOBAL DYNAMIC DIVIDEN COM 00302M106 7232 835 SH SOLE 0 0 835 ADOBE INC COM 00724F101 47931 94 SH SOLE 0 0 94 ADVANCED MICRO DEVICES INC COM 007903107 3712214 36104 SH SOLE 0 0 36104 AIM IMMUNOTECH INC COM 00901B105 455 1000 SH SOLE 0 0 1000 AIRBNB INC COM CL A 009066101 27168 198 SH SOLE 0 0 198 ALLSTATE CORP COM 020002101 458675 4117 SH SOLE 0 0 4117 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 29840 1000 SH SOLE 0 0 1000 ALPHABET INC CAP STK CL A 02079K305 2496809 19080 SH SOLE 0 0 19080 ALPHABET INC CAP STK CL C 02079K107 11076 84 SH SOLE 0 0 84 ALTERYX INC COM CL A 02156B103 905 24 SH SOLE 0 0 24 AMAZON COM INC CALL 023135106 1843240 14500 PRN Call SOLE 0 0 14500 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8910 1000 SH SOLE 0 0 1000 SNDL INC COM 83307B101 4545 2392 SH SOLE 0 0 2392 SNOWFLAKE INC CALL 833445109 122216 800 PRN Call SOLE 0 0 800 SNOWFLAKE INC CL A 833445109 1269825 8312 SH SOLE 0 0 8312 SOCIAL LEVERAGE ACQUISN CORP UNIT 12/02/2027 83363K201 10200 1000 SH SOLE 0 0 1000 SPDR GOLD TR GOLD SHS 78463V107 54864 320 SH SOLE 0 0 320 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 652 21 SH SOLE 0 0 21 SPDR S&P 500 ETF TR TR UNIT 78462F103 61985 145 SH SOLE 0 0 145 SPDR SER TR PRTFLO S&P500 HI 78468R788 15782 450 SH SOLE 0 0 450 SPDR SER TR S&P BIOTECH 78464A870 5112 70 SH SOLE 0 0 70 STARBUCKS CORP COM 855244109 15790 173 SH SOLE 0 0 173 STMICROELECTRONICS N V NY REGISTRY 861012102 648 15 SH SOLE 0 0 15 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 112970 1300 SH SOLE 0 0 1300 TARGET CORP COM 87612E106 141751 1282 SH SOLE 0 0 1282 TECK RESOURCES LTD CL B 878742204 8618 200 SH SOLE 0 0 200 TELEPHONE & DATA SYS INC COM NEW 879433829 65038 3552 SH SOLE 0 0 3552 TESLA INC COM 88160R101 1889412 7551 SH SOLE 0 0 7551 THE CIGNA GROUP COM 125523100 5722 20 SH SOLE 0 0 20 THERATECHNOLOGIES INC COM NEW 88338H704 4032 1875 SH SOLE 0 0 1875 THERMO FISHER SCIENTIFIC INC COM 883556102 831638 1643 SH SOLE 0 0 1643 TILRAY BRANDS INC COM 88688T100 1195 500 SH SOLE 0 0 500 TKO GROUP HOLDINGS INC CL A 87256C101 2186 26 SH SOLE 0 0 26 TMC THE METALS COMPANY INC COM 87261Y106 595 600 SH SOLE 0 0 600 TORTOISE ENERGY INFRA CORP COM 89147L886 1590 55 SH SOLE 0 0 55 TREACE MED CONCEPTS INC COM 89455T109 13110 1000 SH SOLE 0 0 1000 TWIST BIOSCIENCE CORP COM 90184D100 2026 100 SH SOLE 0 0 100 UBER TECHNOLOGIES INC CALL 90353T100 91980 2000 PRN Call SOLE 0 0 2000 UBER TECHNOLOGIES INC COM 90353T100 3027154 65822 SH SOLE 0 0 65822 UNDER ARMOUR INC CL C 904311206 83 13 SH SOLE 0 0 13 UNILEVER PLC SPON ADR NEW 904767704 2569 52 SH SOLE 0 0 52 UNION PAC CORP COM 907818108 20363 100 SH SOLE 0 0 100 UNITED PARCEL SERVICE INC CL B 911312106 7015 45 SH SOLE 0 0 45 UNITED STS COMMODITY INDEX F CM REP COPP FD 911718104 46040 2000 SH SOLE 0 0 2000 UNITEDHEALTH GROUP INC COM 91324P102 1514083 3003 SH SOLE 0 0 3003 UNUM GROUP COM 91529Y106 51650 1050 SH SOLE 0 0 1050 VALE S A SPONSORED ADS 91912E105 4020 300 SH SOLE 0 0 300 VALERO ENERGY CORP COM 91913Y100 14171 100 SH SOLE 0 0 100 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 8699 60 SH SOLE 0 0 60 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 13545 150 SH SOLE 0 0 150 VANGUARD INDEX FDS GROWTH ETF 922908736 7897 29 SH SOLE 0 0 29 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 12938 171 SH SOLE 0 0 171 VANGUARD INDEX FDS TOTAL STK MKT 922908769 28643 135 SH SOLE 0 0 135 VANGUARD INDEX FDS VALUE ETF 922908744 22621 164 SH SOLE 0 0 164 VANGUARD STAR FDS VG TL INTL STK F 921909768 1767 33 SH SOLE 0 0 33 VERIZON COMMUNICATIONS INC COM 92343V104 126043 3889 SH SOLE 0 0 3889 VERTEX PHARMACEUTICALS INC COM 92532F100 4521 13 SH SOLE 0 0 13 VIATRIS INC COM 92556V106 10630 1078 SH SOLE 0 0 1078 VISA INC COM CL A 92826C839 1859861 8086 SH SOLE 0 0 8086 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 399 42 SH SOLE 0 0 42 VOYA FINANCIAL INC COM 929089100 1329 20 SH SOLE 0 0 20 WABTEC COM 929740108 319 3 SH SOLE 0 0 3 WALMART INC COM 931142103 1236259 7730 SH SOLE 0 0 7730 WARNER BROS DISCOVERY INC COM SER A 934423104 170426 15693 SH SOLE 0 0 15693 WELLS FARGO CO NEW COM 949746101 4835087 118333 SH SOLE 0 0 118333 WEYERHAEUSER CO MTN BE COM NEW 962166104 44672 1457 SH SOLE 0 0 1457 WHEATON PRECIOUS METALS CORP COM 962879102 52715 1300 SH SOLE 0 0 1300 WORTHINGTON INDS INC COM 981811102 156 3 SH SOLE 0 0 3 ZOETIS INC CL A 98978V103 1013782 5827 SH SOLE 0 0 5827