Latest Bouchey Financial Group Ltd Stock Portfolio
$1.02Billion
Equity Portfolio Value
Last Reported on: 23 Apr, 2024
About Bouchey Financial Group Ltd and it’s 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 $933.5 Millions as of 31 Dec, 2023.
The top stock holdings of Bouchey Financial Group Ltd are QQQ, FNDA, FNDA. The fund has invested 16.9% of it's portfolio in INVESCO QQQ TR and 14.3% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off PROSHARES TR (ALTS), WISDOMTREE TR (DWMF) and VANGUARD MALVERN FDS (VTIP) stocks. They significantly reduced their stock positions in SSGA ACTIVE ETF TR (GAL), ISHARES TR (AMPS) and FIRST TR EXCHNG TRADED FD VI (AFLG). Bouchey Financial Group Ltd opened new stock positions in VANGUARD INDEX FDS (VOO), FIRST TR EXCHNG TRADED FD VI (AFLG) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), FIRST TR EXCHNG TRADED FD VI (AFLG) and DIMENSIONAL ETF TRUST (DFAC).
The top stock holdings of Bouchey Financial Group Ltd are QQQ, FNDA, FNDA. The fund has invested 16.9% of it's portfolio in INVESCO QQQ TR and 14.3% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off PROSHARES TR (ALTS), WISDOMTREE TR (DWMF) and VANGUARD MALVERN FDS (VTIP) stocks. They significantly reduced their stock positions in SSGA ACTIVE ETF TR (GAL), ISHARES TR (AMPS) and FIRST TR EXCHNG TRADED FD VI (AFLG). Bouchey Financial Group Ltd opened new stock positions in VANGUARD INDEX FDS (VOO), FIRST TR EXCHNG TRADED FD VI (AFLG) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), FIRST TR EXCHNG TRADED FD VI (AFLG) and DIMENSIONAL ETF TRUST (DFAC).
New Buys
| Ticker | $ Bought |
|---|---|
| FIRST TR EXCHNG TRADED FD VI | 539,766 |
| AMPLIFY ETF TR | 532,121 |
| FIRST TR EXCHNG TRADED FD VI | 500,673 |
| FIRST TR EXCHNG TRADED FD VI | 318,315 |
| INVESCO EXCHANGE TRADED FD T | 241,490 |
| CONSTELLATION BRANDS INC | 219,583 |
| ORACLE CORP | 219,190 |
| MORGAN STANLEY | 216,049 |
New stocks bought by Bouchey Financial Group Ltd
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 500 |
| ISHARES TR | 400 |
| WALMART INC | 200 |
| SCHWAB STRATEGIC TR | 144 |
| ISHARES TR | 41.29 |
| FIRST TR EXCHNG TRADED FD VI | 25.09 |
| FIRST TR EXCHNG TRADED FD VI | 18.65 |
| SCHWAB STRATEGIC TR | 13.81 |
Additions to existing portfolio by Bouchey Financial Group Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| SCHWAB STRATEGIC TR | -27.73 |
| VANGUARD BD INDEX FDS | -21.46 |
| EXXON MOBIL CORP | -18.42 |
| VANGUARD WORLD FD | -15.84 |
| FIRST TR NAS100 EQ WEIGHTED | -12.51 |
| GOLDMAN SACHS ETF TR | -10.12 |
| VANGUARD INDEX FDS | -9.4 |
| BLACKSTONE INC | -8.66 |
Bouchey Financial Group Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| OAKTREE SPECIALTY LENDING CO | -468,272 |
| ETF MANAGERS TR | -501,410 |
| ISHARES TR | -363,958 |
| SELECT SECTOR SPDR TR | -440,580 |
| FIDELITY COMWLTH TR | -295,075 |
| WISDOMTREE TR | -227,985 |
| NIKE INC | -213,079 |
Bouchey Financial Group Ltd got rid off the above stocks
Current Stock Holdings of Bouchey Financial Group Ltd
Last Reported on: 23 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.50 | 266,880 | 45,764,500 | REDUCED | -0.63 | |
| AAXJ | ISHARES TR | 0.02 | 4,500 | 245,430 | ADDED | 400 | |
| AAXJ | ISHARES TR | 0.02 | 3,360 | 244,709 | UNCHANGED | 0.00 | |
| AAXJ | ISHARES TR | 0.02 | 2,808 | 203,721 | NEW | ||
| ABBV | ABBVIE INC | 0.07 | 4,024 | 732,771 | UNCHANGED | 0.00 | |
| ACWF | ISHARES TR | 0.02 | 3,588 | 213,917 | NEW | ||
| ACWF | ISHARES TR | 0.02 | 3,845 | 206,900 | NEW | ||
| AEP | AMERICAN ELEC PWR CO INC | 0.02 | 2,614 | 225,066 | UNCHANGED | 0.00 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 1.67 | 438,336 | 16,954,800 | ADDED | 0.26 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.08 | 17,347 | 776,078 | REDUCED | -1.38 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.07 | 16,503 | 713,260 | REDUCED | -0.55 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.07 | 20,588 | 693,487 | ADDED | 1.06 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.06 | 19,013 | 632,274 | ADDED | 1.35 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.06 | 12,450 | 563,668 | ADDED | 18.65 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.05 | 14,981 | 539,766 | NEW | ||
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.05 | 15,762 | 500,673 | NEW | ||
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.03 | 9,468 | 318,315 | NEW | ||
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.02 | 6,123 | 219,694 | ADDED | 4.65 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.02 | 5,029 | 215,644 | REDUCED | -0.79 | |
| AGG | ISHARES TR | 2.83 | 293,941 | 28,788,600 | ADDED | 41.29 | |
| AGG | ISHARES TR | 0.28 | 13,723 | 2,886,040 | REDUCED | -0.17 | |
| AGG | ISHARES TR | 0.09 | 1,739 | 914,203 | REDUCED | -2.19 | |
| AGG | ISHARES TR | 0.05 | 4,308 | 476,121 | REDUCED | -0.76 | |
| AGG | ISHARES TR | 0.04 | 5,070 | 436,933 | ADDED | 500 | |
| AGG | ISHARES TR | 0.04 | 5,060 | 381,929 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.04 | 4,229 | 355,617 | UNCHANGED | 0.00 | |
| AGZD | WISDOMTREE TR | 0.04 | 7,815 | 432,951 | UNCHANGED | 0.00 | |
| AGZD | WISDOMTREE TR | 0.03 | 2,840 | 289,056 | UNCHANGED | 0.00 | |
| AGZD | WISDOMTREE TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AIEQ | ETF MANAGERS TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ALTS | PROSHARES TR | 0.02 | 2,563 | 201,350 | NEW | ||
| AMD | ADVANCED MICRO DEVICES INC | 0.06 | 3,362 | 606,808 | ADDED | 3.07 | |
| AMGN | AMGEN INC | 0.05 | 1,685 | 479,211 | UNCHANGED | 0.00 | |
| AMLX | AMPLIFY ETF TR | 0.05 | 8,300 | 532,121 | NEW | ||
| AMPS | ISHARES TR | 0.06 | 7,157 | 598,183 | UNCHANGED | 0.00 | |
| AMPS | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON COM INC | 2.07 | 116,503 | 21,014,800 | REDUCED | -0.17 | |
| AOA | ISHARES TR | 0.03 | 2,277 | 289,453 | UNCHANGED | 0.00 | |
| AXP | AMERICAN EXPRESS CO | 0.04 | 1,584 | 360,661 | UNCHANGED | 0.00 | |
| BAC | BANK AMERICA CORP | 0.16 | 41,530 | 1,574,810 | REDUCED | -0.25 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 2.25 | 395,086 | 22,859,700 | ADDED | 4.41 | |
| BBDC | BARINGS BDC INC | 0.01 | 10,276 | 95,567 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.16 | 12,000 | 1,574,880 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.02 | 1,400 | 218,036 | UNCHANGED | 0.00 | |
| BIV | VANGUARD BD INDEX FDS | 0.83 | 115,683 | 8,402,060 | REDUCED | -3.42 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 1.57 | 206,317 | 15,950,400 | ADDED | 6.13 | |
| BOND | PIMCO ETF TR | 0.02 | 4,720 | 235,528 | UNCHANGED | 0.00 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 1.48 | 425,860 | 15,015,800 | REDUCED | -0.12 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 0.26 | 71,560 | 2,591,190 | REDUCED | -0.52 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 0.06 | 19,591 | 663,460 | ADDED | 25.09 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 0.02 | 6,106 | 210,291 | NEW | ||
| BX | BLACKSTONE INC | 0.02 | 1,720 | 225,957 | REDUCED | -8.66 | |
| CAT | CATERPILLAR INC | 0.03 | 791 | 289,876 | UNCHANGED | 0.00 | |
| CI | THE CIGNA GROUP | 0.02 | 569 | 206,656 | NEW | ||
| CMCSA | COMCAST CORP NEW | 0.02 | 5,492 | 238,100 | ADDED | 0.35 | |
| CSCO | CISCO SYS INC | 0.03 | 6,274 | 313,136 | UNCHANGED | 0.00 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 4.39 | 1,267,690 | 44,609,900 | ADDED | 1.32 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.30 | 18,218 | 3,085,640 | REDUCED | -2.03 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.02 | 5,732 | 241,490 | NEW | ||
| DE | DEERE & CO | 0.03 | 700 | 287,835 | ADDED | 0.14 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.21 | 1,675,910 | 52,975,400 | ADDED | 6.84 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.67 | 434,646 | 27,095,800 | ADDED | 4.09 | |
| DIS | DISNEY WALT CO | 0.02 | 1,760 | 215,390 | NEW | ||
| EET | PROSHARES TR | 0.02 | 3,972 | 244,517 | REDUCED | -3.05 | |
| ELV | ELEVANCE HEALTH INC | 0.02 | 391 | 202,750 | NEW | ||
| ET | ENERGY TRANSFER L P | 0.06 | 41,402 | 651,254 | UNCHANGED | 0.00 | |
| FAST | FASTENAL CO | 0.03 | 3,259 | 251,400 | UNCHANGED | 0.00 | |
| FCAL | FIRST TR EXCH TRADED FD III | 0.02 | 7,770 | 209,635 | NEW | ||
| FDS | FACTSET RESH SYS INC | 0.02 | 510 | 231,739 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 14.66 | 2,440,680 | 149,003,000 | ADDED | 1.98 | |
| FNDA | SCHWAB STRATEGIC TR | 6.46 | 813,668 | 65,606,000 | ADDED | 6.37 | |
| FNDA | SCHWAB STRATEGIC TR | 2.10 | 435,637 | 21,368,000 | ADDED | 13.81 | |
| FNDA | SCHWAB STRATEGIC TR | 1.58 | 361,769 | 16,095,100 | ADDED | 5.79 | |
| FNDA | SCHWAB STRATEGIC TR | 1.21 | 255,596 | 12,322,300 | REDUCED | -27.73 | |
| FNDA | SCHWAB STRATEGIC TR | 0.84 | 172,935 | 8,515,330 | REDUCED | -2.02 | |
| FNDA | SCHWAB STRATEGIC TR | 0.16 | 25,938 | 1,609,680 | REDUCED | -0.05 | |
| FNDA | SCHWAB STRATEGIC TR | 0.10 | 12,849 | 1,046,300 | ADDED | 144 | |
| FNDA | SCHWAB STRATEGIC TR | 0.02 | 4,189 | 212,257 | NEW | ||
| GAL | SSGA ACTIVE ETF TR | 2.05 | 514,008 | 20,817,300 | ADDED | 5.9 | |
| GAL | SSGA ACTIVE ETF TR | 0.18 | 46,615 | 1,866,930 | REDUCED | -4.11 | |
| GBIL | GOLDMAN SACHS ETF TR | 0.04 | 6,006 | 437,297 | REDUCED | -10.12 | |
| GE | GENERAL ELECTRIC CO | 0.03 | 1,617 | 283,833 | REDUCED | -1.28 | |
| GOOG | ALPHABET INC | 0.16 | 10,393 | 1,582,440 | REDUCED | -0.89 | |
| GOOG | ALPHABET INC | 0.12 | 8,168 | 1,232,800 | REDUCED | -5.62 | |
| HD | HOME DEPOT INC | 0.06 | 1,455 | 558,068 | ADDED | 0.07 | |
| HON | HONEYWELL INTL INC | 0.04 | 1,886 | 387,108 | ADDED | 0.27 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.06 | 3,191 | 609,407 | REDUCED | -4.94 | |
| JAMF | WISDOMTREE TR | 3.87 | 515,645 | 39,287,000 | ADDED | 0.06 | |
| JNJ | JOHNSON & JOHNSON | 0.11 | 7,322 | 1,158,250 | REDUCED | -0.91 | |
| JPM | JPMORGAN CHASE & CO | 0.16 | 8,364 | 1,675,380 | REDUCED | -0.76 | |
| KEY | KEYCORP | 0.03 | 17,032 | 269,280 | REDUCED | -7.6 | |
| LLY | ELI LILLY & CO | 0.09 | 1,198 | 932,309 | ADDED | 3.9 | |
| LMT | LOCKHEED MARTIN CORP | 0.05 | 1,069 | 486,078 | ADDED | 0.09 | |
| MCD | MCDONALDS CORP | 0.06 | 2,250 | 634,388 | REDUCED | -0.44 | |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0.03 | 3,815 | 342,244 | UNCHANGED | 0.00 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 0.04 | 700 | 390,190 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 0.04 | 894 | 434,111 | REDUCED | -4.39 | |
| MO | ALTRIA GROUP INC | 0.04 | 8,103 | 354,389 | ADDED | 1.64 | |
| MRK | MERCK & CO INC | 0.02 | 1,619 | 213,952 | NEW | ||
| MS | MORGAN STANLEY | 0.02 | 2,294 | 216,049 | NEW | ||
| MSFT | MICROSOFT CORP | 0.47 | 11,414 | 4,802,300 | ADDED | 0.7 | |
| NEE | NEXTERA ENERGY INC | 0.03 | 5,184 | 331,310 | UNCHANGED | 0.00 | |
| NKE | NIKE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NUE | NUCOR CORP | 0.12 | 6,095 | 1,209,410 | REDUCED | -1.34 | |
| NVDA | NVIDIA CORPORATION | 0.18 | 2,075 | 1,874,460 | ADDED | 2.22 | |
| OCSL | OAKTREE SPECIALTY LENDING CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ONEQ | FIDELITY COMWLTH TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ORCL | ORACLE CORP | 0.02 | 1,745 | 219,190 | NEW | ||
| PANW | PALO ALTO NETWORKS INC | 0.03 | 1,067 | 303,167 | ADDED | 10.00 | |
| PAYX | PAYCHEX INC | 0.04 | 3,522 | 432,460 | ADDED | 0.03 | |
| PEP | PEPSICO INC | 0.05 | 3,083 | 539,753 | REDUCED | -0.71 | |
| PG | PROCTER AND GAMBLE CO | 0.06 | 3,637 | 590,185 | REDUCED | -4.09 | |
| PLUG | PLUG POWER INC | 0.01 | 19,501 | 67,084 | UNCHANGED | 0.00 | |
| PM | PHILIP MORRIS INTL INC | 0.06 | 6,124 | 562,788 | REDUCED | -4.95 | |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | 0.05 | 3,847 | 476,644 | REDUCED | -12.51 | |
| QQQ | INVESCO QQQ TR | 17.00 | 389,043 | 172,772,000 | ADDED | 1.09 | |
| SHW | SHERWIN WILLIAMS CO | 0.02 | 621 | 215,692 | NEW | ||
| SIRI | SIRIUS XM HOLDINGS INC | 0.00 | 10,503 | 40,753 | UNCHANGED | 0.00 | |
| SPGI | S&P GLOBAL INC | 0.02 | 548 | 233,147 | UNCHANGED | 0.00 | |
| SPY | SPDR S&P 500 ETF TR | 1.38 | 26,782 | 14,010,000 | REDUCED | -2.57 | |
| STZ | CONSTELLATION BRANDS INC | 0.02 | 808 | 219,583 | NEW | ||
| T | AT&T INC | 0.03 | 16,221 | 285,490 | ADDED | 1.53 | |
| TSLA | TESLA INC | 0.04 | 2,516 | 442,288 | REDUCED | -4.44 | |
| TSLX | SIXTH STREET SPECIALTY LENDI | 0.06 | 30,252 | 648,301 | UNCHANGED | 0.00 | |
| UNH | UNITEDHEALTH GROUP INC | 0.07 | 1,448 | 716,326 | ADDED | 8.38 | |
| UNP | UNION PAC CORP | 0.18 | 7,396 | 1,818,830 | REDUCED | -1.02 | |
| V | VISA INC | 0.04 | 1,482 | 413,526 | REDUCED | -1.46 | |
| VAW | VANGUARD WORLD FD | 0.92 | 17,850 | 9,359,730 | REDUCED | -1.1 | |
| VAW | VANGUARD WORLD FD | 0.04 | 3,735 | 382,389 | REDUCED | -15.84 | |
| VAW | VANGUARD WORLD FD | 0.03 | 819 | 260,221 | ADDED | 4.2 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.05 | 8,228 | 482,573 | UNCHANGED | 0.00 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.02 | 5,468 | 228,399 | UNCHANGED | 0.00 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.03 | 1,564 | 285,603 | UNCHANGED | 0.00 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.20 | 16,954 | 2,051,240 | REDUCED | -2.86 | |
| VOO | VANGUARD INDEX FDS | 2.71 | 110,414 | 27,588,100 | ADDED | 3.26 | |
| VOO | VANGUARD INDEX FDS | 0.84 | 32,785 | 8,520,860 | REDUCED | -1.32 | |
| VOO | VANGUARD INDEX FDS | 0.09 | 10,429 | 901,900 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.08 | 2,491 | 857,403 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.06 | 3,942 | 641,995 | ADDED | 7.65 | |
| VOO | VANGUARD INDEX FDS | 0.06 | 3,580 | 627,467 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.06 | 1,253 | 602,207 | REDUCED | -9.4 | |
| VOO | VANGUARD INDEX FDS | 0.04 | 1,679 | 383,734 | REDUCED | -1.93 | |
| VOO | VANGUARD INDEX FDS | 0.03 | 1,136 | 272,348 | UNCHANGED | 0.00 | |
| VTEB | VANGUARD MUN BD FDS | 0.14 | 28,284 | 1,431,170 | UNCHANGED | 0.00 | |
| VUSB | VANGUARD BD INDEX FDS | 0.28 | 56,674 | 2,808,200 | REDUCED | -21.46 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.06 | 13,865 | 581,776 | REDUCED | -2.84 | |
| WFC | WELLS FARGO CO NEW | 0.04 | 6,913 | 400,694 | ADDED | 0.48 | |
| WMT | WALMART INC | 0.03 | 4,816 | 290,179 | ADDED | 200 | |
| XLB | SELECT SECTOR SPDR TR | 3.47 | 238,796 | 35,277,300 | ADDED | 0.34 | |
| XLB | SELECT SECTOR SPDR TR | 2.83 | 376,137 | 28,721,800 | ADDED | 0.85 | |
| XLB | SELECT SECTOR SPDR TR | 0.51 | 24,966 | 5,199,750 | ADDED | 1.86 | |
| XLB | SELECT SECTOR SPDR TR | 0.03 | 6,788 | 285,911 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XOM | EXXON MOBIL CORP | 0.04 | 3,707 | 430,849 | REDUCED | -18.42 | |
| BERKSHIRE HATHAWAY INC DEL | 0.36 | 8,740 | 3,675,340 | REDUCED | -0.68 | ||
| ARES CAPITAL CORP | 0.05 | 22,331 | 464,932 | UNCHANGED | 0.00 |