Latest Bouchey Financial Group Ltd Stock Portfolio

Bouchey Financial Group Ltd Performance:

2025 Q3: 3.83%YTD: 4.97%2024: 8.17%

Performance for 2025 Q3 is 3.83%, and YTD is 4.97%, and 2024 is 8.17%.

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 $1.3 Billions as of 30 Sep, 2025.

The top stock holdings of Bouchey Financial Group Ltd are QQQ, FNDA, FNDA. The fund has invested 17.5% of it's portfolio in INVESCO QQQ TR and 16.5% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off SIXTH STREET SPECIALTY LENDI (TSLX), FACTSET RESH SYS INC (FDS) and COCA COLA CO (KO) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), AT&T INC (T) and PAYCHEX INC (PAYX). Bouchey Financial Group Ltd opened new stock positions in MPLX LP (MPLX), 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 SSGA ACTIVE ETF TR (GAL), EXXON MOBIL CORP (XOM) and GE VERNOVA INC.

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

Our best estimate is that Bouchey Financial Group Ltd made a return of 3.83% in the last quarter. In trailing 12 months, it's portfolio return was 5.92%.

New Buys

Ticker	$ Bought
mplx lp	527,872
first tr exchng traded fd vi	398,536
first tr exchng traded fd vi	356,645
palantir technologies inc	283,481
arista networks inc	273,207
first tr exchng traded fd vi	271,229
taiwan semiconductor mfg ltd	249,407
world gold tr	240,512

New stocks bought by Bouchey Financial Group Ltd

Additions

Ticker	% Inc.
ssga active etf tr	38.77
exxon mobil corp	30.99
ge vernova inc	30.52
ge aerospace	22.62
cisco sys inc	22.54
keycorp	16.07
tesla inc	15.62
pepsico inc	13.75

Additions to existing portfolio by Bouchey Financial Group Ltd

Reductions

Ticker	% Reduced
micron technology inc	-10.09
at&t inc	-6.16
paychex inc	-5.01
procter and gamble co	-4.94
vanguard index fds	-3.84
abbott labs	-3.75
vanguard bd index fds	-3.73
invesco exchange traded fd t	-3.7

Bouchey Financial Group Ltd reduced stake in above stock

Sold off

Ticker	$ Sold
sixth street specialty lendi	-720,301
schwab strategic tr	-203,817
coca cola co	-218,170
factset resh sys inc	-240,190
booking holdings inc	-208,413

Bouchey Financial Group Ltd got rid off the above stocks

Sector Distribution

Bouchey Financial Group Ltd has about 81.9% of it's holdings in Others sector.

Sector	%
Others	81.9
Technology	13.1
Consumer Cyclical	2.3

Market Cap. Distribution

Bouchey Financial Group Ltd has about 12.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	81.9
MEGA-CAP	10.5
MID-CAP	5.9
LARGE-CAP	1.6

Stocks belong to which Index?

About 17.9% of the stocks held by Bouchey Financial Group Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82
S&P 500	11.9
RUSSELL 2000	6

Top 5 Winners (%)		%
PLUG	plug power inc	56.4 %
GOOG	alphabet inc	37.6 %
GOOG	alphabet inc	36.7 %
MU	micron technology inc	35.8 %
TSLA	tesla inc	32.8 %

Top 5 Winners ($)		$
QQQ	invesco qqq tr	18.5 M
AAPL	apple inc	14.7 M
JAMF	wisdomtree tr	4.5 M
SPY	spdr s&p 500 etf tr	1.2 M
NVDA	nvidia corporation	0.8 M

Top 5 Losers (%)		%
AXON	axon enterprise inc	-13.3 %
PAYX	paychex inc	-12.8 %
PM	philip morris intl inc	-11.2 %
HON	honeywell intl inc	-9.6 %
DE	deere & co	-9.6 %

Top 5 Losers ($)		$
PM	philip morris intl inc	-0.2 M
PAYX	paychex inc	-0.1 M
HON	honeywell intl inc	0.0 M
ET	energy transfer l p	0.0 M
IBM	international business machs	0.0 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 152 stocks in it's portfolio. About 71.7% of the portfolio is in top 10 stocks. PM 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: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.80	295,765	75,310,600	reduced	-0.15

AAXJ	ishares tr	0.02	2,808	225,625	unchanged	0.00

AAXJ	ishares tr	0.02	4,497	222,107	unchanged	0.00

ABBV	abbvie inc	0.10	5,383	1,246,380	added	0.15

ABT	abbott labs	0.03	2,539	340,092	reduced	-3.75

ACWF	ishares tr	0.02	3,745	258,705	unchanged	0.00

ACWF	ishares tr	0.02	3,588	258,123	unchanged	0.00

ADP	automatic data processing in	0.02	726	213,597	reduced	-2.02

AEP	american elec pwr co inc	0.02	2,067	232,538	added	0.15

AFLG	first tr exchng traded fd vi	2.20	773,675	28,517,700	reduced	-1.49

AFLG	first tr exchng traded fd vi	0.36	116,500	4,671,650	reduced	-2.45

AFLG	first tr exchng traded fd vi	0.05	17,563	645,364	added	5.21

AFLG	first tr exchng traded fd vi	0.03	10,388	398,536	new

AGZD	wisdomtree tr	0.04	7,815	538,767	unchanged	0.00

AGZD	wisdomtree tr	0.03	2,840	324,545	unchanged	0.00

ALL	allstate corp	0.03	1,489	321,077	added	1.64

AMD	advanced micro devices inc	0.05	3,782	611,890	added	2.97

AMGN	amgen inc	0.04	1,766	498,440	added	4.25

AMLX	amplify etf tr	0.05	7,605	660,124	unchanged	0.00

AMPS	ishares tr	0.05	7,193	684,343	added	0.5