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

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922908769

VTI|922908769

Shares:30.4K

Value:$8.4M

% of Portfolio:0.8% ($8.4M/$1.1B)

921937835

BND|921937835

Shares:104.6K

Value:$7.7M

% of Portfolio:0.7% ($7.7M/$1.1B)

78467V707

Shares:178.2K

Value:$7.2M

% of Portfolio:0.7% ($7.2M/$1.1B)

808524607

SCHA|808524607

Shares:295.6K

Value:$6.9M

% of Portfolio:0.6% ($6.9M/$1.1B)

808524862

Shares:247.0K

Value:$6.0M

% of Portfolio:0.5% ($6.0M/$1.1B)

MICROSOFT CORP

MSFT|594918104

Shares:13.3K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.1B)

81369Y803

XLK|81369Y803

Shares:24.1K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.8K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.1B)

922908363

VOO|922908363

Shares:8.8K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.1B)

33740F482

Shares:121.2K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.1B)

46137V357

RSP|46137V357

Shares:17.0K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$1.1B)

NVIDIA CORP

NVDA|67066G104

Shares:25.8K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$1.1B)

464287655

IWM|464287655

Shares:12.6K

Value:$2.5M

% of Portfolio:0.2% ($2.5M/$1.1B)

921946406

VYM|921946406

Shares:17.6K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$1.1B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:8.5K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$1.1B)

UNION PACIFIC CORP

UNP|907818108

Shares:7.5K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$1.1B)

808524201

SCHX|808524201

Shares:77.8K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$1.1B)

78467V848

Shares:41.2K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.1B)

Alphabet Inc.

GOOG|02079K107

Shares:10.6K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.1B)

78464A763

SDY|78464A763

Shares:12.0K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	30.4K	QoQ -2.92% (-917) YoY -7.23% (-2.4K)	All Managers (Combined)	$8.4M	0.8% ($8.4M/$1.1B)	QoQ -7.94% (-$721.1K) YoY -1.89% (-$161.9K)
(BNDcusip921937835)	104.6K	QoQ -0.20% (-211) YoY -9.54% (-11.0K)	All Managers (Combined)	$7.7M	0.7% ($7.7M/$1.1B)	QoQ +1.93% (-$146.0K) YoY -8.52% (-$716.0K)
(cusip78467V707)✕	178.2K	QoQ +4.85% (+8.3K) YoY -65.33% (-335.8K)	All Managers (Combined)	$7.2M	0.7% ($7.2M/$1.1B)	QoQ +5.47% (+$376.2K) YoY -65.20% (-$13.6M)
(SCHAcusip808524607)	295.6K	QoQ -10.89% (-36.1K) YoY +70.92% (-122.7K)	All Managers (Combined)	$6.9M	0.6% ($6.9M/$1.1B)	QoQ -19.26% (-$1.7M) YoY -18.66% (-$1.6M)
(cusip808524862)✕	247.0K	QoQ +7.82% (+17.9K) YoY -3.35% (-8.6K)	All Managers (Combined)	$6.0M	0.5% ($6.0M/$1.1B)	QoQ +9.07% (+$500.5K) YoY -51.20% (-$6.3M)
MICROSOFT CORP(MSFTcusip594918104)	13.3K	QoQ +7.25% (-898) YoY +16.26% (+1.9K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.1B)	QoQ -4.47% (-$233.1K) YoY +3.74% (+$179.6K)
(XLKcusip81369Y803)	24.1K	QoQ -2.26% (-559) YoY -3.50% (-874)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.1B)	QoQ -13.21% (-$757.3K) YoY -4.33% (-$225.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.8K	QoQ +0.21% (+19) YoY +0.34% (+30)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.1B)	QoQ +17.74% (+$704.1K) YoY +27.08% (+$995.4K)
(VOOcusip922908363)	8.8K	QoQ +507.88% (+7.3K) YoY +601.51% (+7.5K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.1B)	QoQ +479.82% (+$3.7M) YoY +650.16% (+$3.9M)
(cusip33740F482)✕	121.2K	QoQ -10.59% (-14.4K) YoY NEW(+121.2K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.1B)	QoQ -11.21% (-$569.9K) YoY NEW(+$4.5M)
(RSPcusip46137V357)	17.0K	QoQ -1.77% (-308) YoY -6.70% (-1.2K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$1.1B)	QoQ -2.90% (-$88.0K) YoY -4.57% (-$141.2K)
NVIDIA CORP(NVDAcusip67066G104)	25.8K	QoQ +42.86% (+7.7K) YoY +1142.55% (+23.7K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$1.1B)	QoQ +15.30% (+$370.9K) YoY +49.08% (+$920.1K)
(IWMcusip464287655)	12.6K	QoQ -5.45% (-729) YoY -7.96% (-1.1K)	All Managers (Combined)	$2.5M	0.2% ($2.5M/$1.1B)	QoQ -14.64% (-$432.2K) YoY -12.69% (-$366.5K)
(VYMcusip921946406)	17.6K	QoQ +1.42% (+248) YoY +3.89% (+661)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$1.1B)	QoQ +2.51% (+$55.8K) YoY +10.74% (+$220.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	8.5K	QoQ +1.18% (+100) YoY +1.88% (+158)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$1.1B)	QoQ +3.53% (+$71.4K) YoY +24.76% (+$415.0K)
UNION PACIFIC CORP(UNPcusip907818108)	7.5K	QoQ -0.12% (-9) YoY +1.09% (-81)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$1.1B)	QoQ +3.47% (-$59.3K) YoY -2.88% (-$52.5K)
(SCHXcusip808524201)	77.8K	QoQ +1.43% (-1.1K) YoY +200.00% (+51.9K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$1.1B)	QoQ -3.38% (-$60.1K) YoY +6.74% (+$108.5K)
(cusip78467V848)✕	41.2K	QoQ -0.82% (-343) YoY -11.61% (-5.4K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.1B)	QoQ +1.44% (-$23.6K) YoY -11.08% (-$207.0K)
Alphabet Inc.(GOOGcusip02079K107)	10.6K	QoQ -1.23% (-133) YoY +2.15% (+224)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.1B)	QoQ -18.98% (-$388.6K) YoY +4.81% (+$76.2K)
(SDYcusip78464A763)	12.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.1B)	QoQ +2.71% (+$43.0K) YoY +3.38% (+$53.3K)