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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Bouchey-Financial-Group
Data Enrichment
70% identified97 identified41 unidentified
Holdings
138 positions
Manager:
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Page 4 of 7
032108664
Shares:7.6K
Value:$546.0K
97717W588
Shares:7.8K
Value:$463.3K
464287549
Shares:5.1K
Value:$459.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
30.3K | All Managers (Combined) | $677.0K | |||
1.9K | QoQ +2.06% (+39) | All Managers (Combined) | $676.3K | ||
7.2K | All Managers (Combined) | $670.3K | |||
3.6K | QoQ -4.78% (-181)YoY -1.01% (-37) | All Managers (Combined) | $613.6K | ||
3.6K | QoQ 0.00% (-0)YoY -0.53% (-19) | All Managers (Combined) | $613.4K | ||
7.0K | QoQ +1.41% (+97)YoY NEW(+7.0K) | All Managers (Combined) | $606.6K | YoY NEW(+$606.6K) | |
5.8K | All Managers (Combined) | $604.3K | |||
1.1K | All Managers (Combined) | $599.2K | |||
PAYCHEX INC(PAYXcusip704326107) | 3.9K | QoQ +3.42% (+128)YoY +9.76% (+344) | All Managers (Combined) | $596.4K | |
12.2K | All Managers (Combined) | $553.1K | |||
1.8K | QoQ +1.14% (+20)YoY +4.74% (+80) | All Managers (Combined) | $550.0K | ||
(cusip032108664)✕ | 7.6K | QoQ -8.37% (-695)YoY -8.37% (-695) | All Managers (Combined) | $546.0K | |
7.5K | All Managers (Combined) | $535.4K | |||
8.3K | QoQ +0.42% (+35)YoY +0.42% (+35) | All Managers (Combined) | $501.2K | ||
1.1K | QoQ +1.44% (-16)YoY +4.95% (+53) | All Managers (Combined) | $501.1K | ||
(cusip97717W588)✕ | 7.8K | All Managers (Combined) | $463.3K | ||
(cusip464287549)✕ | 5.1K | All Managers (Combined) | $459.7K | ||
Walmart Inc.(WMTcusip931142103) | 5.2K | QoQ +2.15% (-110)YoY +8.30% (+400) | All Managers (Combined) | $458.6K | |
7.1K | All Managers (Combined) | $438.9K | |||
6.0K | All Managers (Combined) | $428.0K |