Latest Bouchey Financial Group Ltd Stock Portfolio

Bouchey Financial Group Ltd Performance:

2025 Q4: 1.09%YTD: 10.31%2024: -13.59%

Performance for 2025 Q4 is 1.09%, and YTD is 10.31%, and 2024 is -13.59%.

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 31 Dec, 2025.

The top stock holdings of Bouchey Financial Group Ltd are VB, BAB, QQQ. The fund has invested 11.4% of it's portfolio in VANGUARD INDEX FDS and 11.2% of portfolio in INVESCO EXCH TRADED FD TR II.

The fund managers got completely rid off SSGA ACTIVE ETF TR (GAL), AXON ENTERPRISE INC (AXON) and BLACKSTONE INC (BX) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), DIMENSIONAL ETF TRUST (DFAC) and SCHWAB STRATEGIC TR (FNDA). Bouchey Financial Group Ltd opened new stock positions in VANECK ETF TRUST (AFK), VANECK BITCOIN ETF and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (BAB), VANGUARD INDEX FDS (VB) and FIRST TR EXCHNG TRADED FD VI (BUFD).

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

Our best estimate is that Bouchey Financial Group Ltd made a return of 1.09% in the last quarter. In trailing 12 months, it's portfolio return was 10.31%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vaneck etf trust	18,303,000
vaneck bitcoin etf	16,987,000
vaneck etf trust	16,364,600
ishares tr	456,610
first tr exchng traded fd vi	437,124
lam research corp	310,213
ishares tr	276,663
regeneron pharmaceuticals	254,736

New stocks bought by Bouchey Financial Group Ltd

Additions

Ticker	% Inc.
invesco exch traded fd tr ii	68,507
vanguard index fds	2,668
first tr exchng traded fd vi	191
proshares tr	99.73
select sector spdr tr	97.64
vanguard world fd	27.72
broadcom inc	18.98
meta platforms inc	16.88

Additions to existing portfolio by Bouchey Financial Group Ltd

Reductions

Ticker	% Reduced
select sector spdr tr	-94.81
dimensional etf trust	-82.01
schwab strategic tr	-69.31
invesco qqq tr	-58.54
chevron corp new	-54.14
walmart inc	-45.62
micron technology inc	-27.02
vanguard mun bd fds	-25.56

Bouchey Financial Group Ltd reduced stake in above stock

Sold off

Ticker	$ Sold
ssga active etf tr	-404,907
blackstone inc	-218,518
automatic data processing in	-213,597
axon enterprise inc	-231,081

Bouchey Financial Group Ltd got rid off the above stocks

Sector Distribution

Bouchey Financial Group Ltd has about 82.3% of it's holdings in Others sector.

Sector	%
Others	82.3
Technology	12.6
Consumer Cyclical	2.3

Market Cap. Distribution

Bouchey Financial Group Ltd has about 11.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.3
MEGA-CAP	10.1
MID-CAP	5.9
LARGE-CAP	1.6

Stocks belong to which Index?

About 17.6% of the stocks held by Bouchey Financial Group Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.4
S&P 500	11.6
RUSSELL 2000	6

Top 5 Winners (%)		%
MU	micron technology inc	61.1 %
LLY	eli lilly & co	40.0 %
AMD	advanced micro devices inc	30.4 %
GOOG	alphabet inc	28.2 %
GOOG	alphabet inc	27.9 %

Top 5 Winners ($)		$
AAPL	apple inc	4.8 M
QQQ	invesco qqq tr	3.7 M
FNDA	schwab strategic tr	2.8 M
VB	vanguard index fds	1.8 M
BAB	invesco exch traded fd tr ii	1.7 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-41.9 %
EET	proshares tr	-41.9 %
ORCL	oracle corp	-30.4 %
FAST	fastenal co	-18.0 %
PLUG	plug power inc	-15.4 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-4.9 M
MSFT	microsoft corp	-0.5 M
VB	vanguard index fds	-0.4 M
EET	proshares tr	-0.3 M
IJR	ishares tr	-0.3 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 163 stocks in it's portfolio. About 66.1% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Bouchey Financial Group Ltd last quarter.

Last Reported on: 16 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.32	260,705	70,875,100	reduced	-11.85

AAXJ	ishares tr	0.03	4,263	456,610	new

AAXJ	ishares tr	0.02	2,808	231,206	unchanged	0.00

AAXJ	ishares tr	0.02	4,497	215,596	unchanged	0.00

ABBV	abbvie inc	0.08	4,830	1,103,610	reduced	-10.27

ABT	abbott labs	0.02	2,307	289,045	reduced	-9.14

ACWF	ishares tr	0.02	3,745	260,016	unchanged	0.00

ACWF	ishares tr	0.02	3,588	250,228	unchanged	0.00

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AEP	american elec pwr co inc	0.02	2,078	239,615	added	0.53

AFK	vaneck etf trust	1.37	50,823	18,303,000	new

AFK	vaneck etf trust	1.23	131,760	16,364,600	new

AFLG	first tr exchng traded fd vi	2.18	768,733	29,014,800	reduced	-0.64

AFLG	first tr exchng traded fd vi	0.35	114,499	4,687,590	reduced	-1.72

AFLG	first tr exchng traded fd vi	0.05	17,358	649,811	reduced	-1.17

AFLG	first tr exchng traded fd vi	0.03	10,287	402,085	reduced	-0.97

AGZD	wisdomtree tr	0.04	7,815	553,771	unchanged	0.00

AGZD	wisdomtree tr	0.02	2,840	326,544	unchanged	0.00

ALL	allstate corp	0.02	1,427	298,503	reduced	-4.16

AMD	advanced micro devices inc	0.07	4,171	893,262	added	10.29