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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Sixth Street Specialty Lending, Inc.

TSLX|83012A109

Shares:30.3K

Value:$677.0K

% of Portfolio:0.1% ($677.0K/$1.1B)

VISA INC.

V|92826C839

Shares:1.9K

Value:$676.3K

% of Portfolio:0.1% ($676.3K/$1.1B)

46429B697

USMV|46429B697

Shares:7.2K

Value:$670.3K

% of Portfolio:0.1% ($670.3K/$1.1B)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.6K

Value:$613.6K

% of Portfolio:0.1% ($613.6K/$1.1B)

922908652

VXF|922908652

Shares:3.6K

Value:$613.4K

% of Portfolio:0.1% ($613.4K/$1.1B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:7.0K

Value:$606.6K

% of Portfolio:0.1% ($606.6K/$1.1B)

464287804

IJR|464287804

Shares:5.8K

Value:$604.3K

% of Portfolio:0.1% ($604.3K/$1.1B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$599.2K

% of Portfolio:0.1% ($599.2K/$1.1B)

PAYCHEX INC

PAYX|704326107

Shares:3.9K

Value:$596.4K

% of Portfolio:0.1% ($596.4K/$1.1B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:12.2K

Value:$553.1K

% of Portfolio:0.0% ($553.1K/$1.1B)

AMGEN INC

AMGN|031162100

Shares:1.8K

Value:$550.0K

% of Portfolio:0.0% ($550.0K/$1.1B)

032108664

Shares:7.6K

Value:$546.0K

% of Portfolio:0.0% ($546.0K/$1.1B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.5K

Value:$535.4K

% of Portfolio:0.0% ($535.4K/$1.1B)

922042775

VEU|922042775

Shares:8.3K

Value:$501.2K

% of Portfolio:0.0% ($501.2K/$1.1B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.1K

Value:$501.1K

% of Portfolio:0.0% ($501.1K/$1.1B)

97717W588

Shares:7.8K

Value:$463.3K

% of Portfolio:0.0% ($463.3K/$1.1B)

464287549

Shares:5.1K

Value:$459.7K

% of Portfolio:0.0% ($459.7K/$1.1B)

Walmart Inc.

WMT|931142103

Shares:5.2K

Value:$458.6K

% of Portfolio:0.0% ($458.6K/$1.1B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:7.1K

Value:$438.9K

% of Portfolio:0.0% ($438.9K/$1.1B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:6.0K

Value:$428.0K

% of Portfolio:0.0% ($428.0K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Sixth Street Specialty Lending, Inc.(TSLXcusip83012A109)	30.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$677.0K	0.1% ($677.0K/$1.1B)	QoQ +5.07% (+$32.7K) YoY +4.43% (+$28.7K)
VISA INC.(Vcusip92826C839)	1.9K	QoQ +2.06% (+39) YoY +30.22% (+448)	All Managers (Combined)	$676.3K	0.1% ($676.3K/$1.1B)	QoQ +13.19% (+$78.8K) YoY +63.54% (+$262.8K)
(USMVcusip46429B697)	7.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$670.3K	0.1% ($670.3K/$1.1B)	QoQ +5.48% (+$34.9K) YoY +12.06% (+$72.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.6K	QoQ -4.78% (-181) YoY -1.01% (-37)	All Managers (Combined)	$613.6K	0.1% ($613.6K/$1.1B)	QoQ -3.19% (-$20.3K) YoY +3.96% (-$23.4K)
(VXFcusip922908652)	3.6K	QoQ 0.00% (-0) YoY -0.53% (-19)	All Managers (Combined)	$613.4K	0.1% ($613.4K/$1.1B)	QoQ -9.32% (-$63.1K) YoY -2.23% (-$14.0K)
MICRON TECHNOLOGY INC(MUcusip595112103)	7.0K	QoQ +1.41% (+97) YoY NEW(+7.0K)	All Managers (Combined)	$606.6K	0.1% ($606.6K/$1.1B)	QoQ +4.69% (+$27.2K) YoY NEW(+$606.6K)
(IJRcusip464287804)	5.8K	QoQ -9.68% (-620) YoY +34.14% (+1.5K)	All Managers (Combined)	$604.3K	0.1% ($604.3K/$1.1B)	QoQ -18.03% (-$133.0K) YoY +26.92% (+$128.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ -14.75% (-198) YoY -20.99% (-304)	All Managers (Combined)	$599.2K	0.1% ($599.2K/$1.1B)	QoQ -11.73% (-$79.7K) YoY -16.35% (-$117.2K)
PAYCHEX INC(PAYXcusip704326107)	3.9K	QoQ +3.42% (+128) YoY +9.76% (+344)	All Managers (Combined)	$596.4K	0.1% ($596.4K/$1.1B)	QoQ +13.79% (+$72.3K) YoY +37.91% (+$164.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	12.2K	QoQ -7.34% (-967) YoY -12.05% (-1.7K)	All Managers (Combined)	$553.1K	0.0% ($553.1K/$1.1B)	QoQ +5.09% (-$26.8K) YoY -4.92% (-$28.6K)
AMGEN INC(AMGNcusip031162100)	1.8K	QoQ +1.14% (+20) YoY +4.74% (+80)	All Managers (Combined)	$550.0K	0.0% ($550.0K/$1.1B)	QoQ +20.93% (+$95.2K) YoY +14.76% (+$70.8K)
(cusip032108664)✕	7.6K	QoQ -8.37% (-695) YoY -8.37% (-695)	All Managers (Combined)	$546.0K	0.0% ($546.0K/$1.1B)	QoQ -11.68% (-$72.2K) YoY +2.61% (-$13.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.5K	QoQ +10.61% (+716) YoY +7.88% (+545)	All Managers (Combined)	$535.4K	0.0% ($535.4K/$1.1B)	QoQ +13.06% (+$61.9K) YoY +33.62% (+$134.7K)
(VEUcusip922042775)	8.3K	QoQ +0.42% (+35) YoY +0.42% (+35)	All Managers (Combined)	$501.2K	0.0% ($501.2K/$1.1B)	QoQ +6.11% (+$28.9K) YoY +3.86% (+$18.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.1K	QoQ +1.44% (-16) YoY +4.95% (+53)	All Managers (Combined)	$501.1K	0.0% ($501.1K/$1.1B)	QoQ -6.72% (-$36.1K) YoY +3.09% (+$15.0K)
(cusip97717W588)✕	7.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$463.3K	0.0% ($463.3K/$1.1B)	QoQ -3.10% (-$14.8K) YoY +7.00% (+$30.3K)
(cusip464287549)✕	5.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$459.7K	0.0% ($459.7K/$1.1B)	QoQ -11.18% (-$57.9K) YoY +5.20% (+$22.8K)
Walmart Inc.(WMTcusip931142103)	5.2K	QoQ +2.15% (-110) YoY +8.30% (+400)	All Managers (Combined)	$458.6K	0.0% ($458.6K/$1.1B)	QoQ -0.71% (-$3.3K) YoY +58.05% (+$168.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	7.1K	QoQ +6.78% (+452) YoY +13.35% (+838)	All Managers (Combined)	$438.9K	0.0% ($438.9K/$1.1B)	QoQ +11.31% (+$44.6K) YoY +40.15% (+$125.7K)
NEXTERA ENERGY INC(NEEcusip65339F101)	6.0K	QoQ -3.54% (-222) YoY +16.45% (+853)	All Managers (Combined)	$428.0K	0.0% ($428.0K/$1.1B)	QoQ -4.62% (-$20.7K) YoY +29.17% (+$96.7K)