Latest Bouchey Financial Group Ltd Stock Portfolio

Bouchey Financial Group Ltd Performance:

2025 Q2: 3.86%YTD: 1.18%2024: 7.75%

Performance for 2025 Q2 is 3.86%, and YTD is 1.18%, and 2024 is 7.75%.

About Bouchey Financial Group Ltd and 13F Hedge Fund Stock Holdings

Bouchey Financial Group Ltd is a hedge fund based in TROY, NY. On 14-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $830.8 Millions. In it's latest 13F Holdings report, Bouchey Financial Group Ltd reported an equity portfolio of $1.2 Billions as of 30 Jun, 2025.

The top stock holdings of Bouchey Financial Group Ltd are QQQ, FNDA, FNDA. The fund has invested 17.4% of it's portfolio in INVESCO QQQ TR and 16.4% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (BUFD), VANGUARD SCOTTSDALE FDS (BNDW) and FIRST TR EXCHNG TRADED FD VI (AFLG) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), SSGA ACTIVE ETF TR (GAL) and PLUG POWER INC (PLUG). Bouchey Financial Group Ltd opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), FIRST TR EXCHNG TRADED FD VI (AFLG) and FIRST TR EXCHNG TRADED FD VI (BUFD). The fund showed a lot of confidence in some stocks as they added substantially to CHEVRON CORP NEW (CVX), FASTENAL CO (FAST) and ABBOTT LABS (ABT).

Bouchey Financial Group Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Bouchey Financial Group Ltd made a return of 3.86% in the last quarter. In trailing 12 months, it's portfolio return was 4.08%.

New Buys

Ticker	$ Bought
j p morgan exchange traded f	34,422,500
first tr exchng traded fd vi	28,073,900
first tr exchng traded fd vi	16,785,600
first tr exchng traded fd vi	596,332
first tr exchng traded fd vi	397,068
allstate corp	296,382
ge vernova inc	282,567
axon enterprise inc	272,393

New stocks bought by Bouchey Financial Group Ltd

Additions

Ticker	% Inc.
chevron corp new	192
fastenal co	101
abbott labs	72.76
mcdonalds corp	55.78
home depot inc	39.16
at&t inc	38.95
abbvie inc	36.66
ge aerospace	34.15

Additions to existing portfolio by Bouchey Financial Group Ltd

Reductions

Ticker	% Reduced
schwab strategic tr	-96.62
ssga active etf tr	-95.98
plug power inc	-48.04
american elec pwr co inc	-20.15
oracle corp	-16.11
unitedhealth group inc	-15.91
united rentals inc	-14.22
pepsico inc	-13.14

Bouchey Financial Group Ltd reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchng traded fd vi	-26,707,900
first tr exchng traded fd vi	-14,916,700
vanguard scottsdale fds	-26,596,600
first tr exchng traded fd vi	-319,734
first tr exchng traded fd vi	-330,478
first tr exchng traded fd vi	-255,690
first tr exchng traded fd vi	-221,960
first tr exchng traded fd vi	-203,682

Bouchey Financial Group Ltd got rid off the above stocks

Sector Distribution

Bouchey Financial Group Ltd has about 82.5% of it's holdings in Others sector.

Sector	%
Others	82.5
Technology	12.4
Consumer Cyclical	2.4

Market Cap. Distribution

Bouchey Financial Group Ltd has about 11.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.5
MEGA-CAP	9.7
MID-CAP	6
LARGE-CAP	1.6

Stocks belong to which Index?

About 17.3% of the stocks held by Bouchey Financial Group Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.6
S&P 500	11.2
RUSSELL 2000	6.1

Top 5 Winners (%)		%
AVGO	broadcom inc	59.6 %
ORCL	oracle corp	49.2 %
NVDA	nvidia corporation	42.3 %
MU	micron technology inc	41.5 %
AMD	advanced micro devices inc	37.0 %

Top 5 Winners ($)		$
QQQ	invesco qqq tr	31.4 M
AMZN	amazon com inc	3.4 M
JAMF	wisdomtree tr	3.3 M
MSFT	microsoft corp	1.6 M
SPY	spdr s&p 500 etf tr	1.4 M

Top 5 Losers (%)		%
FAST	fastenal co	-44.7 %
UNH	unitedhealth group inc	-40.4 %
PEP	pepsico inc	-11.9 %
PLUG	plug power inc	-10.6 %
AMGN	amgen inc	-10.4 %

Top 5 Losers ($)		$
AAPL	apple inc	-4.9 M
XLB	select sector spdr tr	-1.6 M
UNH	unitedhealth group inc	-0.2 M
FAST	fastenal co	-0.2 M
JNJ	johnson & johnson	-0.1 M

Bouchey Financial Group Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bouchey Financial Group Ltd

Bouchey Financial Group Ltd has 142 stocks in it's portfolio. About 71.4% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Bouchey Financial Group Ltd last quarter.

Last Reported on: 08 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	QQQ	invesco qqq tr	17.43	380,017	209,687,000	added	0.37
Historical Trend of INVESCO QQQ TR Position Held By Bouchey Financial Group Ltd What % of Portfolio is QQQ?: Number of QQQ shares held: Change in No. of Shares Held:
	FNDA	schwab strategic tr	16.40	8,275,930	197,215,000	added	0.45

	FNDA	schwab strategic tr	6.71	3,046,320	80,727,600	added	1.78

	DFAC	dimensional etf trust	6.21	2,101,350	74,724,000	added	0.96

	JAMF	wisdomtree tr	6.03	866,443	72,556,000	added	0.19

	IJR	ishares tr	5.51	667,768	66,242,600	added	22.5

	AAPL	apple inc	5.05	296,206	60,772,600	added	2.00

	BBAX	j p morgan exchange traded f	2.86	731,461	34,422,500	new

	VB	vanguard index fds	2.62	112,549	31,531,800	added	0.34

	FNDA	schwab strategic tr	2.53	1,215,700	30,428,900	reduced	-5.28

	FNDA	schwab strategic tr	2.40	1,268,230	28,865,000	added	11.98

	AFLG	first tr exchng traded fd vi	2.33	785,338	28,073,900	new

	BBAX	j p morgan exchange traded f	2.19	463,019	26,322,600	added	2.25

	AMZN	amazon com inc	2.13	116,996	25,667,800	added	0.08

	DFAC	dimensional etf trust	2.09	394,009	25,102,300	added	0.83

	CSD	invesco exchange traded fd t	1.73	511,048	20,840,500	reduced	-0.72

	XLB	select sector spdr tr	1.62	144,531	19,481,400	added	2.83

	BUFD	first tr exchng traded fd vi	1.40	459,160	16,785,600	new

	SPY	spdr s&p 500 etf tr	1.24	24,088	14,884,700	reduced	-0.32

	VAW	vanguard world fd	0.86	15,589	10,339,800	reduced	-1.53