Bouchey-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MU",
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  null,
  "BBDC",
  null,
  null,
  null,
  null,
  "TSLX",
  "HON",
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  "UNP",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MS",
  "GE",
  null,
  null,
  null,
  null,
  "FAST",
  "IJR",
  "ORCL",
  null,
  "PAYX",
  "PANW",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "VZ",
  "AMGN",
  "SPGI",
  "SCHX",
  null,
  "SHW",
  "RTX",
  "IBM",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VWO",
  null,
  "VIG",
  null,
  null,
  null,
  "VYM",
  "AMD",
  "SDY",
  "IWR",
  "AEP",
  null,
  null,
  null,
  "FDS",
  "AMZN",
  "SCHB",
  null,
  "PLUG",
  null,
  "TPL",
  null,
  "VEU",
  null,
  "VGT",
  "VUG",
  "VFH",
  null,
  "VTEB",
  "BND",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "SCHD",
  "ET",
  null,
  "SCHA",
  "KEY",
  "NUE",
  "ADP",
  "BAC",
  "BRK-B",
  "CVX",
  "CSCO",
  "COST",
  "DHR",
  "DE",
  null,
  "RSP",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 138
Total Value: 1108720681
Accession Number: 0001951757-25-000531
Form Type: 13F-HR
CIK: bouchey-financial-group
Manager Name: Bouchey-Financial-Group

Data Enrichment

70% identified

97 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

138 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:378.6K

Value:$177.6M

% of Portfolio:16.0% ($177.6M/$1.1B)

808524102

SCHB|808524102

Shares:8.2M

Value:$177.4M

% of Portfolio:16.0% ($177.4M/$1.1B)

808524797

SCHD|808524797

Shares:3.0M

Value:$83.7M

% of Portfolio:7.5% ($83.7M/$1.1B)

97717X669

Shares:864.8K

Value:$69.1M

% of Portfolio:6.2% ($69.1M/$1.1B)

25434V831

Shares:2.1M

Value:$69.0M

% of Portfolio:6.2% ($69.0M/$1.1B)

Apple Inc.

AAPL|037833100

Shares:290.4K

Value:$64.5M

% of Portfolio:5.8% ($64.5M/$1.1B)

464287226

Shares:545.1K

Value:$53.9M

% of Portfolio:4.9% ($53.9M/$1.1B)

808524854

Shares:1.3M

Value:$31.9M

% of Portfolio:2.9% ($31.9M/$1.1B)

922908629

VO|922908629

Shares:112.2K

Value:$29.0M

% of Portfolio:2.6% ($29.0M/$1.1B)

33740U786

Shares:725.8K

Value:$26.7M

% of Portfolio:2.4% ($26.7M/$1.1B)

92206C409

Shares:336.9K

Value:$26.6M

% of Portfolio:2.4% ($26.6M/$1.1B)

46641Q332

Shares:452.8K

Value:$25.9M

% of Portfolio:2.3% ($25.9M/$1.1B)

808524698

Shares:1.1M

Value:$25.4M

% of Portfolio:2.3% ($25.4M/$1.1B)

25434V500

Shares:390.8K

Value:$23.3M

% of Portfolio:2.1% ($23.3M/$1.1B)

AMAZON COM INC

AMZN|023135106

Shares:116.9K

Value:$22.2M

% of Portfolio:2.0% ($22.2M/$1.1B)

81369Y209

Shares:140.6K

Value:$20.5M

% of Portfolio:1.9% ($20.5M/$1.1B)

46137V282

Shares:514.7K

Value:$17.6M

% of Portfolio:1.6% ($17.6M/$1.1B)

33740U505

Shares:343.7K

Value:$14.9M

% of Portfolio:1.3% ($14.9M/$1.1B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:24.2K

Value:$13.5M

% of Portfolio:1.2% ($13.5M/$1.1B)

92204A702

VGT|92204A702

Shares:15.8K

Value:$8.6M

% of Portfolio:0.8% ($8.6M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	378.6K	QoQ -0.23% (-889) YoY -2.68% (-10.4K)	All Managers (Combined)	$177.6M	16.0% ($177.6M/$1.1B)	QoQ -8.46% (-$16.4M) YoY +2.79% (-$4.8M)
(SCHBcusip808524102)	8.2M	QoQ +0.89% (-72.7K) YoY +237.54% (+5.8M)	All Managers (Combined)	$177.4M	16.0% ($177.4M/$1.1B)	QoQ -4.30% (-$8.0M) YoY +19.04% (+$28.4M)
(SCHDcusip808524797)	3.0M	QoQ +2.05% (+60.4K) YoY +267.85% (+2.2M)	All Managers (Combined)	$83.7M	7.5% ($83.7M/$1.1B)	QoQ +4.44% (+$3.6M) YoY +27.56% (+$18.1M)
(cusip97717X669)✕	864.8K	QoQ -1.94% (-17.2K) YoY +67.71% (+349.2K)	All Managers (Combined)	$69.1M	6.2% ($69.1M/$1.1B)	QoQ -3.25% (-$2.3M) YoY +75.78% (+$29.8M)
(cusip25434V831)✕	2.1M	QoQ +1.83% (-37.6K) YoY +24.19% (+405.5K)	All Managers (Combined)	$69.0M	6.2% ($69.0M/$1.1B)	QoQ -0.11% (-$82.8K) YoY +30.20% (+$16.0M)
Apple Inc.(AAPLcusip037833100)	290.4K	QoQ +0.23% (-674) YoY +8.81% (+23.5K)	All Managers (Combined)	$64.5M	5.8% ($64.5M/$1.1B)	QoQ -11.09% (-$8.0M) YoY +40.95% (+$18.7M)
(cusip464287226)✕	545.1K	QoQ +3.25% (+17.2K) YoY +85.45% (+251.2K)	All Managers (Combined)	$53.9M	4.9% ($53.9M/$1.1B)	QoQ +5.40% (+$2.8M) YoY +87.31% (+$25.1M)
(cusip808524854)✕	1.3M	QoQ +6.77% (+81.5K) YoY +194.62% (+847.9K)	All Managers (Combined)	$31.9M	2.9% ($31.9M/$1.1B)	QoQ +9.28% (+$2.7M) YoY +49.32% (+$10.5M)
(VOcusip922908629)	112.2K	QoQ +0.39% (-445) YoY +1.58% (+1.8K)	All Managers (Combined)	$29.0M	2.6% ($29.0M/$1.1B)	QoQ -1.69% (-$500.4K) YoY +5.14% (+$1.4M)
(cusip33740U786)✕	725.8K	QoQ +2.10% (+15.0K) YoY +70.43% (+300.0K)	All Managers (Combined)	$26.7M	2.4% ($26.7M/$1.1B)	QoQ +0.72% (+$192.7K) YoY +77.86% (+$11.7M)
(cusip92206C409)✕	336.9K	QoQ +1.71% (+5.7K) YoY +63.30% (+130.6K)	All Managers (Combined)	$26.6M	2.4% ($26.6M/$1.1B)	QoQ +2.92% (+$756.0K) YoY +66.74% (+$10.6M)
(cusip46641Q332)✕	452.8K	QoQ +2.45% (+10.8K) YoY +14.61% (+57.7K)	All Managers (Combined)	$25.9M	2.3% ($25.9M/$1.1B)	QoQ +1.58% (+$402.5K) YoY +13.18% (+$3.0M)
(cusip808524698)✕	1.1M	QoQ +4.84% (+52.3K) YoY +213.06% (+770.8K)	All Managers (Combined)	$25.4M	2.3% ($25.4M/$1.1B)	QoQ +6.69% (+$1.6M) YoY +58.04% (+$9.3M)
(cusip25434V500)✕	390.8K	QoQ +3.32% (-12.6K) YoY -10.09% (-43.9K)	All Managers (Combined)	$23.3M	2.1% ($23.3M/$1.1B)	QoQ -5.13% (-$1.3M) YoY -13.82% (-$3.7M)
AMAZON COM INC(AMZNcusip023135106)	116.9K	QoQ +0.42% (-497) YoY +0.33% (+394)	All Managers (Combined)	$22.2M	2.0% ($22.2M/$1.1B)	QoQ -12.90% (-$3.3M) YoY +5.83% (+$1.2M)
(cusip81369Y209)✕	140.6K	QoQ +2.49% (+3.4K) YoY -41.13% (-98.2K)	All Managers (Combined)	$20.5M	1.9% ($20.5M/$1.1B)	QoQ +8.78% (+$1.7M) YoY -41.82% (-$14.8M)
(cusip46137V282)✕	514.7K	QoQ -6.80% (-37.6K) YoY -59.39% (-753.0K)	All Managers (Combined)	$17.6M	1.6% ($17.6M/$1.1B)	QoQ -14.82% (-$3.1M) YoY -60.53% (-$27.0M)
(cusip33740U505)✕	343.7K	QoQ +2.21% (-7.5K) YoY NEW(+343.7K)	All Managers (Combined)	$14.9M	1.3% ($14.9M/$1.1B)	QoQ -0.46% (-$70.0K) YoY NEW(+$14.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	24.2K	QoQ -4.44% (-1.1K) YoY -9.77% (-2.6K)	All Managers (Combined)	$13.5M	1.2% ($13.5M/$1.1B)	QoQ -8.79% (-$1.3M) YoY -3.50% (-$490.9K)
(VGTcusip92204A702)	15.8K	QoQ -7.67% (-1.3K) YoY -11.31% (-2.0K)	All Managers (Combined)	$8.6M	0.8% ($8.6M/$1.1B)	QoQ -19.46% (-$2.1M) YoY -8.26% (-$773.4K)