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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92203C303

VUSB|92203C303

Shares:28.3K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.1B)

922907746

VTEB|922907746

Shares:28.3K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:8.9K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.1B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:7.6K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.1B)

Philip Morris International Inc.

PM|718172109

Shares:7.4K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.1B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:28.0K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.1B)

808524508

Shares:38.4K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.1B)

922908736

VUG|922908736

Shares:2.6K

Value:$969.7K

% of Portfolio:0.1% ($969.7K/$1.1B)

922908553

VNQ|922908553

Shares:10.4K

Value:$944.9K

% of Portfolio:0.1% ($944.9K/$1.1B)

ELI LILLY & Co

LLY|532457108

Shares:1.1K

Value:$900.9K

% of Portfolio:0.1% ($900.9K/$1.1B)

AbbVie Inc.

ABBV|00287Y109

Shares:3.9K

Value:$824.0K

% of Portfolio:0.1% ($824.0K/$1.1B)

464287200

IVV|464287200

Shares:1.4K

Value:$785.6K

% of Portfolio:0.1% ($785.6K/$1.1B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.1K

Value:$776.5K

% of Portfolio:0.1% ($776.5K/$1.1B)

Energy Transfer LP

ET|29273V100

Shares:41.4K

Value:$769.7K

% of Portfolio:0.1% ($769.7K/$1.1B)

Tesla, Inc.

TSLA|88160R101

Shares:2.9K

Value:$756.7K

% of Portfolio:0.1% ($756.7K/$1.1B)

NUCOR CORP

NUE|670346105

Shares:6.1K

Value:$738.4K

% of Portfolio:0.1% ($738.4K/$1.1B)

MCDONALDS CORP

MCD|580135101

Shares:2.3K

Value:$732.5K

% of Portfolio:0.1% ($732.5K/$1.1B)

HOME DEPOT, INC.

HD|437076102

Shares:2.0K

Value:$727.1K

% of Portfolio:0.1% ($727.1K/$1.1B)

922908744

VTV|922908744

Shares:4.0K

Value:$698.9K

% of Portfolio:0.1% ($698.9K/$1.1B)

Meta Platforms, Inc.

META|30303M102

Shares:1.2K

Value:$685.3K

% of Portfolio:0.1% ($685.3K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUSBcusip92203C303)	28.3K	QoQ -22.68% (-8.3K) YoY -50.10% (-28.4K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.1B)	QoQ -22.32% (-$405.1K) YoY -49.80% (-$1.4M)
(VTEBcusip922907746)	28.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.1B)	QoQ -1.01% (-$14.4K) YoY -1.93% (-$27.7K)
Alphabet Inc.(GOOGLcusip02079K305)	8.9K	QoQ -3.80% (-350) YoY +8.45% (+691)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.1B)	QoQ -21.41% (-$373.3K) YoY +11.12% (+$137.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	7.6K	QoQ +5.63% (+404) YoY +3.37% (+247)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.1B)	QoQ +21.13% (+$219.0K) YoY +8.37% (+$97.0K)
Philip Morris International Inc.(PMcusip718172109)	7.4K	QoQ +19.63% (+1.2K) YoY +20.77% (+1.3K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.1B)	QoQ +57.63% (+$430.0K) YoY +108.95% (+$613.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	28.0K	QoQ -0.63% (-180) YoY -32.68% (-13.6K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.1B)	QoQ -5.66% (-$70.0K) YoY -25.92% (-$408.2K)
(cusip808524508)✕	38.4K	QoQ 0.00% (-0) YoY +198.97% (-25.6K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.1B)	QoQ -5.44% (-$58.0K) YoY -3.80% (-$39.8K)
(VUGcusip922908736)	2.6K	QoQ -1.58% (-42) YoY +4.97% (+124)	All Managers (Combined)	$969.7K	0.1% ($969.7K/$1.1B)	QoQ -11.08% (-$120.8K) YoY +13.09% (+$112.3K)
(VNQcusip922908553)	10.4K	QoQ +0.01% (+2) YoY +0.06% (+7)	All Managers (Combined)	$944.9K	0.1% ($944.9K/$1.1B)	QoQ +1.65% (+$15.4K) YoY +4.76% (+$43.0K)
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ -1.44% (-16) YoY -8.93% (-107)	All Managers (Combined)	$900.9K	0.1% ($900.9K/$1.1B)	QoQ +5.41% (-$46.3K) YoY -3.36% (-$31.4K)
AbbVie Inc.(ABBVcusip00287Y109)	3.9K	QoQ -1.74% (-70) YoY -2.26% (-91)	All Managers (Combined)	$824.0K	0.1% ($824.0K/$1.1B)	QoQ +15.84% (-$112.7K) YoY +12.45% (-$91.3K)
(IVVcusip464287200)	1.4K	QoQ +0.57% (-8) YoY -19.60% (-341)	All Managers (Combined)	$785.6K	0.1% ($785.6K/$1.1B)	QoQ -3.99% (-$32.7K) YoY -14.06% (-$128.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.1K	QoQ -3.25% (-105) YoY -2.13% (-68)	All Managers (Combined)	$776.5K	0.1% ($776.5K/$1.1B)	QoQ +9.42% (-$66.9K) YoY +27.41% (-$167.1K)
Energy Transfer LP(ETcusip29273V100)	41.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$769.7K	0.1% ($769.7K/$1.1B)	QoQ -5.10% (-$41.4K) YoY +18.18% (+$118.4K)
Tesla, Inc.(TSLAcusip88160R101)	2.9K	QoQ -4.48% (-137) YoY +16.05% (+404)	All Managers (Combined)	$756.7K	0.1% ($756.7K/$1.1B)	QoQ -38.70% (-$477.8K) YoY +71.09% (+$314.5K)
NUCOR CORP(NUEcusip670346105)	6.1K	QoQ +0.19% (+12) YoY +0.21% (-13)	All Managers (Combined)	$738.4K	0.1% ($738.4K/$1.1B)	QoQ +3.30% (+$23.6K) YoY -38.94% (-$471.0K)
MCDONALDS CORP(MCDcusip580135101)	2.3K	QoQ -0.55% (-13) YoY +4.22% (+95)	All Managers (Combined)	$732.5K	0.1% ($732.5K/$1.1B)	QoQ +7.16% (-$48.9K) YoY +15.46% (+$98.1K)
HOME DEPOT, INC.(HDcusip437076102)	2.0K	QoQ +0.30% (-6) YoY +36.35% (+529)	All Managers (Combined)	$727.1K	0.1% ($727.1K/$1.1B)	QoQ -5.50% (-$42.4K) YoY +30.29% (+$169.1K)
(VTVcusip922908744)	4.0K	QoQ -3.64% (-153) YoY +2.63% (+104)	All Managers (Combined)	$698.9K	0.1% ($698.9K/$1.1B)	QoQ -1.68% (-$12.0K) YoY +8.86% (+$56.9K)
Meta Platforms, Inc.(METAcusip30303M102)	1.2K	QoQ -1.08% (-13) YoY +32.99% (+295)	All Managers (Combined)	$685.3K	0.1% ($685.3K/$1.1B)	QoQ -2.62% (-$18.5K) YoY +57.86% (+$251.2K)