Bouchey Financial Group LTD Portfolio Holdings

Bouchey Financial Group LTD

  • $964 Million
  • Q1 2024

Bouchey Financial Group LTD has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $964 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $173M, Schwab Strategic Tr Us Broad M with a value of $149M, Schwab Strategic Tr Us Dividen with a value of $65.6M, Dimensional ETF Tr Dimensional with a value of $53M, and Apple Inc. with a value of $45.8M.

Examining the 13F form we can see an increase of $37.5M in the current position value, from $926M to 964M.

Below you can find more details about Bouchey Financial Group LTD portfolio as well as his latest detailed transactions.

Portfolio value $964 Million
ETFs: $839 Million
Technology: $54.8 Million
Consumer Cyclical: $22.6 Million
Financial Services: $10.5 Million
Healthcare: $4.64 Million
Communication Services: $4.61 Million
Industrials: $4.3 Million
Consumer Defensive: $2.55 Million
Other: $3.06 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$173 Million 17.92% of portfolio
389,043
Q1 2024 Added 1.09%
$0
$149 Million 15.46% of portfolio
2,440,675
Q1 2024 Added 1.98%
$0
$65.6 Million 6.81% of portfolio
813,668
Q1 2024 Added 6.37%
$0
$53 Million 5.5% of portfolio
1,675,906
Q1 2024 Added 6.84%
$3.38T
$45.8 Million 4.75% of portfolio
266,880
Q1 2024 Reduced 0.63%
$0
$39.3 Million 4.08% of portfolio
515,645
Q1 2024 Added 0.06%
$0
$35.3 Million 3.66% of portfolio
238,796
Q1 2024 Added 0.34%
$0
$28.8 Million 2.99% of portfolio
293,941
Q1 2024 Added 41.29%
$0
$28.7 Million 2.98% of portfolio
376,137
Q1 2024 Added 0.85%
$0
$27.6 Million 2.86% of portfolio
110,414
Q1 2024 Added 3.26%
$0
$27.1 Million 2.81% of portfolio
434,646
Q1 2024 Added 4.09%
$0
$22.9 Million 2.37% of portfolio
395,086
Q1 2024 Added 4.41%
$0
$21.4 Million 2.22% of portfolio
435,637
Q1 2024 Added 13.81%
$1.97T
$21 Million 2.18% of portfolio
116,503
Q1 2024 Reduced 0.17%
$0
$20.8 Million 2.16% of portfolio
514,008
Q1 2024 Added 5.9%
$0
$17 Million 1.76% of portfolio
438,336
Q1 2024 Added 0.26%
$0
$16 Million 1.65% of portfolio
206,317
Q1 2024 Added 6.13%
$0
$15 Million 1.56% of portfolio
425,860
Q1 2024 Reduced 0.12%
$0
$14 Million 1.45% of portfolio
26,782
Q1 2024 Reduced 2.57%
$0
$12.3 Million 1.28% of portfolio
255,596
Q1 2024 Reduced 27.73%
$0
$9.36 Million 0.97% of portfolio
17,850
Q1 2024 Reduced 1.1%
$0
$8.52 Million 0.88% of portfolio
172,935
Q1 2024 Reduced 2.02%
$0
$8.52 Million 0.88% of portfolio
32,785
Q1 2024 Reduced 1.32%
$0
$8.4 Million 0.87% of portfolio
115,683
Q1 2024 Reduced 3.42%
$0
$5.2 Million 0.54% of portfolio
24,966
Q1 2024 Added 1.86%
$3.33T
$4.8 Million 0.5% of portfolio
11,414
Q1 2024 Added 0.7%
$529B
$3.68 Million 0.38% of portfolio
8,740
Q1 2024 Reduced 0.68%
$0
$3.09 Million 0.32% of portfolio
18,218
Q1 2024 Reduced 2.03%
$0
$2.89 Million 0.3% of portfolio
13,723
Q1 2024 Reduced 0.17%
$0
$2.59 Million 0.27% of portfolio
71,560
Q1 2024 Reduced 0.52%
$0
$2.05 Million 0.21% of portfolio
16,954
Q1 2024 Reduced 2.86%
$308B
$1.87 Million 0.19% of portfolio
2,075
Q1 2024 Added 2.22%
$0
$1.87 Million 0.19% of portfolio
46,615
Q1 2024 Reduced 4.11%
$139B
$1.82 Million 0.19% of portfolio
7,396
Q1 2024 Reduced 1.02%
$593B
$1.68 Million 0.17% of portfolio
8,364
Q1 2024 Reduced 0.76%
$0
$1.61 Million 0.17% of portfolio
25,938
Q1 2024 Reduced 0.05%
$319B
$1.57 Million 0.16% of portfolio
41,530
Q1 2024 Reduced 0.25%
$0
$1.57 Million 0.16% of portfolio
12,000
Q2 2022 Reduced 69.34%
$1.12T
$1.58 Million 0.16% of portfolio
10,393
Q1 2024 Reduced 0.89%
$0
$1.43 Million 0.15% of portfolio
28,284
Q3 2023 Added 0.18%
$1.09T
$1.23 Million 0.13% of portfolio
8,168
Q1 2024 Reduced 5.62%
$40.6B
$1.21 Million 0.13% of portfolio
6,095
Q1 2024 Reduced 1.34%
$382B
$1.16 Million 0.12% of portfolio
7,322
Q1 2024 Reduced 0.91%
$0
$1.05 Million 0.11% of portfolio
12,849
Q1 2024 Added 144.84%
$860B
$931,000 0.1% of portfolio
1,198
Q1 2024 Added 3.9%
$0
$857,000 0.09% of portfolio
2,491
Q4 2023 Reduced 0.08%
$0
$901,000 0.09% of portfolio
10,429
Q4 2023 Reduced 2.32%
$0
$914,000 0.09% of portfolio
1,739
Q1 2024 Reduced 2.19%
$0
$776,000 0.08% of portfolio
17,347
Q1 2024 Reduced 1.38%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $964 Million
  • Prior Value $926 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 20 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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