Bouchey Financial Group LTD Portfolio Holdings

Bouchey Financial Group LTD

  • $1.08 Billion
  • Q1 2025

Bouchey Financial Group LTD has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 138 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 $178M, Schwab Strategic Tr Us Broad M with a value of $177M, Schwab Strategic Tr Us Dividen with a value of $83.7M, Wisdomtree Tr Us Quality Divid with a value of $69.1M, and Dimensional ETF Tr Dimensional with a value of $69M.

Examining the 13F form we can see an decrease of $31.7M in the current position value, from $1.11B to 1.08B.

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

Portfolio value $1.08 Billion
ETFs: $950 Million
Technology: $75.5 Million
Consumer Cyclical: $24.5 Million
Financial Services: $11.3 Million
Industrials: $5.24 Million
Healthcare: $4.59 Million
Communication Services: $4.53 Million
Consumer Defensive: $3.41 Million
Other: $3.33 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$330,000 0.03% of portfolio
8,080
Q1 2025 Reduced 5.56%
$0
$358,000 0.03% of portfolio
4,219
Q1 2025 Reduced 1.95%
$0
$358,000 0.03% of portfolio
1,617
Q1 2025 Reduced 5.33%
$0
$243,000 0.02% of portfolio
1,400
Q4 2023 New
$0
$237,000 0.02% of portfolio
4,497
Q4 2024 Reduced 0.07%
$0
$236,000 0.02% of portfolio
4,720
Q3 2023 New
$0
$225,000 0.02% of portfolio
8,378
Q4 2024 Added 100.0%
$0
$206,000 0.02% of portfolio
3,588
Q1 2024 New
$0
$216,000 0.02% of portfolio
3,787
Q1 2025 Added 4.12%
$0
$216,000 0.02% of portfolio
3,745
Q4 2024 Reduced 2.6%
$0
$209,000 0.02% of portfolio
3,081
Q2 2024 New
$0
$208,000 0.02% of portfolio
2,808
Q3 2024 New
$0
$247,000 0.02% of portfolio
5,468
Q4 2023 Reduced 0.73%
$0
$255,000 0.02% of portfolio
786
Q2 2024 Reduced 4.03%
$0
$255,000 0.02% of portfolio
6,734
Q4 2024 Reduced 52.64%
$0
$0 0.0% of portfolio
4,721
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $1.08 Billion
  • Prior Value $1.11 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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