Latest Bouchey Financial Group Ltd Stock Portfolio

Bouchey Financial Group Ltd Performance:

2026 Q1: 0.82%YTD: 0.82%2025: 11.45%

Performance for 2026 Q1 is 0.82%, and YTD is 0.82%, and 2025 is 11.45%.

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

Bouchey Financial Group Ltd is a hedge fund based in Troy, NY. On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bouchey Financial Group Ltd reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026.

The top stock holdings of Bouchey Financial Group Ltd are BAB, VB, QQQ. The fund has invested 11.3% of it's portfolio in INVESCO EXCH TRADED FD TR II and 11.2% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), PAYCHEX INC (PAYX) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB). Bouchey Financial Group Ltd opened new stock positions in FIRST TR EXCHANGE-TRADED FD (ECLN), EA SERIES TRUST and PGIM ETF TR (PAB). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHNG TRADED FD VI (BUFD), BROADCOM INC (AVGO) and MERCK & CO INC (MRK).

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

Our best estimate is that Bouchey Financial Group Ltd made a return of 0.82% in the last quarter. In trailing 12 months, it's portfolio return was 16.84%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first tr exchange-traded fd	39,767,100
ea series trust	914,925
pgim etf tr	739,139
tpg re fin tr inc	536,083
applied matls inc	344,902
community financial system i	330,253
ssga active etf tr	281,952
northrop grumman corp	254,821

New stocks bought by Bouchey Financial Group Ltd

Additions

Ticker	% Inc.
first tr exchng traded fd vi	146
broadcom inc	146
first tr exchng traded fd vi	127
merck & co inc	68.32
walmart inc	66.62
vaneck etf trust	61.00
chevron corporation	54.33
deere & co	49.5

Additions to existing portfolio by Bouchey Financial Group Ltd

Reductions

Ticker	% Reduced
dimensional etf trust	-91.73
schwab strategic tr	-79.16
vanguard index fds	-63.81
alphabet inc	-40.57
vanguard index fds	-26.31
vanguard world fd	-21.21
american express co	-17.78
bank america corp	-15.87

Bouchey Financial Group Ltd reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-35,538,000
paychex inc	-416,498
vanguard index fds	-402,840
oracle corp	-263,714
crowdstrike hldgs inc	-219,849
thermo fisher scientific inc	-207,586

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	12.3
Consumer Cyclical	2.3

Market Cap. Distribution

Bouchey Financial Group Ltd has about 10.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.5
MEGA-CAP	10.6
SMALL-CAP	5.9

Stocks belong to which Index?

About 17.4% 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	11.4
RUSSELL 2000	6

Top 5 Winners (%)		%
LRCX	lam research corp	48.5 %
MU	micron technology inc	46.2 %
	ge vernova inc	45.5 %
PLUG	plug pwr inc	34.7 %
CAT	caterpillar inc	31.4 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	8.6 M
AFK	vaneck etf trust	4.7 M
AFK	vaneck etf trust	1.7 M
CSD	invesco exchange traded fd t	1.2 M
JAMF	wisdomtree tr	1.2 M

Top 5 Losers (%)		%
PLTR	palantir technologies inc	-24.3 %
MSFT	microsoft corp	-22.8 %
TSLA	tesla inc	-22.5 %
IBM	international business machs	-19.9 %
SPGI	s&p global inc	-18.6 %

Top 5 Losers ($)		$
	vaneck bitcoin etf	-3.6 M
AAPL	apple inc	-3.0 M
MSFT	microsoft corp	-1.6 M
BAB	invesco exch traded fd tr ii	-1.0 M
QQQ	invesco qqq tr	-0.6 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 173 stocks in it's portfolio. About 64.9% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Bouchey Financial Group Ltd last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.99	260,954	67,975,800	added	0.1

AAXJ	ishares tr	0.03	4,263	456,141	unchanged	0.00

AAXJ	ishares tr	0.02	2,808	245,337	unchanged	0.00

AAXJ	ishares tr	0.01	4,497	201,556	unchanged	0.00

ABBV	abbvie inc	0.07	4,689	995,944	reduced	-2.92

ABT	abbott laboratories	0.02	3,038	312,064	added	31.69

ACWF	ishares tr	0.02	3,745	257,544	unchanged	0.00

ACWF	ishares tr	0.02	3,588	255,502	unchanged	0.00

AEP	american elec pwr co inc	0.02	2,050	281,158	reduced	-1.35

AFK	vaneck etf trust	2.58	81,823	35,209,400	added	61.00

AFK	vaneck etf trust	1.40	140,081	19,126,700	added	6.32

AFLG	first tr exchng traded fd vi	2.14	766,568	29,190,900	reduced	-0.28

AFLG	first tr exchng traded fd vi	0.33	105,076	4,484,120	reduced	-8.23

AFLG	first tr exchng traded fd vi	0.05	17,327	656,347	reduced	-0.18

AFLG	first tr exchng traded fd vi	0.03	10,287	407,520	unchanged	0.00

AGZD	wisdomtree tr	0.04	7,815	556,624	unchanged	0.00

AGZD	wisdomtree tr	0.03	2,840	344,952	unchanged	0.00

ALL	allstate corp	0.03	1,557	334,008	added	9.11

AMAT	applied matls inc	0.03	867	344,902	new

AMD	advanced micro devices inc	0.07	4,148	981,583	reduced	-0.55