Bouchey Financial Group LTD Portfolio Holdings

Bouchey Financial Group LTD

  • $1.05 Billion
  • Q3 2024

Bouchey Financial Group LTD has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.05 Billion distributed in 153 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 $186M, Schwab Strategic Tr Us Broad M with a value of $173M, Wisdomtree Tr Us Quality Divid with a value of $78.7M, Schwab Strategic Tr Us Dividen with a value of $69M, and Apple Inc. with a value of $65.3M.

Examining the 13F form we can see an increase of $69.7M in the current position value, from $980M to 1.05B.

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

Portfolio value $1.05 Billion
ETFs: $914 Million
Technology: $76.6 Million
Consumer Cyclical: $25.9 Million
Financial Services: $10.3 Million
Healthcare: $4.74 Million
Industrials: $4.64 Million
Communication Services: $4.48 Million
Consumer Defensive: $2.99 Million
Other: $3.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$186 Million 17.7% of portfolio
380,577
Q3 2024 Reduced 0.12%
$0
$173 Million 16.51% of portfolio
2,605,132
Q3 2024 Added 2.21%
$0
$78.7 Million 7.5% of portfolio
946,030
Q3 2024 Reduced 2.05%
$0
$69 Million 6.57% of portfolio
816,278
Q3 2024 Added 8.27%
$3.68T
$65.3 Million 6.22% of portfolio
280,259
Q3 2024 Reduced 0.87%
$0
$62.4 Million 5.95% of portfolio
1,831,947
Q3 2024 Added 5.58%
$0
$36.8 Million 3.51% of portfolio
363,428
Q3 2024 Added 15.21%
$0
$32.4 Million 3.09% of portfolio
210,617
Q3 2024 Reduced 8.04%
$0
$27.2 Million 2.59% of portfolio
103,151
Q3 2024 Added 5.4%
$0
$25.4 Million 2.42% of portfolio
502,873
Q3 2024 Added 26.67%
$0
$24.5 Million 2.34% of portfolio
412,280
Q3 2024 Added 2.14%
$0
$24.4 Million 2.33% of portfolio
376,776
Q3 2024 Added 2.12%
$2.07T
$23.8 Million 2.26% of portfolio
127,523
Q3 2024 Reduced 2.54%
$0
$19.1 Million 1.82% of portfolio
413,449
Q3 2024 Added 10.55%
$0
$18.9 Million 1.8% of portfolio
238,493
Q3 2024 Added 11.28%
$0
$18.8 Million 1.79% of portfolio
460,733
Q3 2024 Reduced 14.19%
$0
$14.8 Million 1.41% of portfolio
401,348
Q3 2024 Reduced 4.63%
$0
$10.3 Million 0.98% of portfolio
17,520
Q3 2024 Reduced 0.21%
$0
$9.55 Million 0.91% of portfolio
195,075
Q3 2024 Reduced 11.06%
$0
$9.09 Million 0.87% of portfolio
32,114
Q3 2024 Reduced 1.25%
$0
$8.76 Million 0.83% of portfolio
170,115
Q3 2024 Reduced 0.92%
$0
$8.2 Million 0.78% of portfolio
109,163
Q3 2024 Reduced 1.71%
$0
$5.62 Million 0.53% of portfolio
24,873
Q3 2024 Added 0.52%
$3.1T
$5.09 Million 0.49% of portfolio
11,842
Q3 2024 Added 0.31%
$610B
$4.02 Million 0.38% of portfolio
8,735
Q3 2024 Reduced 0.06%
$0
$3.22 Million 0.31% of portfolio
17,997
Q3 2024 Reduced 1.1%
$0
$3.03 Million 0.29% of portfolio
13,696
Q3 2024 Reduced 0.2%
$0
$2.17 Million 0.21% of portfolio
57,094
Q3 2024 Reduced 4.1%
$0
$2.18 Million 0.21% of portfolio
17,033
Q3 2024 Added 0.47%
$364B
$2.24 Million 0.21% of portfolio
18,430
Q3 2024 Reduced 3.79%
$0
$1.78 Million 0.17% of portfolio
42,882
Q3 2024 Reduced 6.22%
$706B
$1.76 Million 0.17% of portfolio
8,365
Q3 2024 Added 1.34%
$0
$1.74 Million 0.17% of portfolio
25,713
Q2 2024 Reduced 0.87%
$144B
$1.74 Million 0.17% of portfolio
7,078
Q3 2024 Added 0.71%
$0
$1.7 Million 0.16% of portfolio
12,000
Q2 2022 Reduced 69.34%
$1.08T
$1.66 Million 0.16% of portfolio
9,935
Q3 2024 Reduced 2.26%
$0
$1.45 Million 0.14% of portfolio
28,284
Q3 2023 Added 0.18%
$1.06T
$1.36 Million 0.13% of portfolio
8,210
Q3 2024 Added 3.3%
$0
$1.23 Million 0.12% of portfolio
26,377
Q3 2024 Added 30.86%
$370B
$1.15 Million 0.11% of portfolio
29,026
Q3 2024 Reduced 30.51%
$400B
$1.1 Million 0.1% of portfolio
6,770
Q3 2024 Reduced 4.98%
$0
$1.06 Million 0.1% of portfolio
12,805
Q3 2024 Reduced 0.34%
$0
$1.02 Million 0.1% of portfolio
10,430
Q2 2024 Added 0.01%
$716B
$1.01 Million 0.1% of portfolio
1,141
Q3 2024 Reduced 0.17%
$0
$979,000 0.09% of portfolio
2,552
Q2 2024 Added 2.45%
$0
$996,000 0.09% of portfolio
1,727
Q3 2024 Reduced 2.32%
$0
$969,000 0.09% of portfolio
20,143
Q3 2024 New
$38.1B
$919,000 0.09% of portfolio
6,115
Q3 2024 Added 0.18%
$562B
$861,000 0.08% of portfolio
1,474
Q3 2024 Added 2.65%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $1.05 Billion
  • Prior Value $980 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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