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 5 of 7

Sort by:

Palo Alto Networks Inc

PANW|697435105

Shares:2.5K

Value:$422.7K

% of Portfolio:0.0% ($422.7K/$1.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.5K

Value:$419.5K

% of Portfolio:0.0% ($419.5K/$1.1B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.0K

Value:$414.6K

% of Portfolio:0.0% ($414.6K/$1.1B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:436

Value:$412.7K

% of Portfolio:0.0% ($412.7K/$1.1B)

464287119

Shares:5.1K

Value:$409.8K

% of Portfolio:0.0% ($409.8K/$1.1B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:6.8K

Value:$407.7K

% of Portfolio:0.0% ($407.7K/$1.1B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:3.8K

Value:$391.7K

% of Portfolio:0.0% ($391.7K/$1.1B)

81369Y605

Shares:7.8K

Value:$387.2K

% of Portfolio:0.0% ($387.2K/$1.1B)

464287499

IWR|464287499

Shares:4.2K

Value:$358.9K

% of Portfolio:0.0% ($358.9K/$1.1B)

922908751

VB|922908751

Shares:1.6K

Value:$358.5K

% of Portfolio:0.0% ($358.5K/$1.1B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.8K

Value:$352.5K

% of Portfolio:0.0% ($352.5K/$1.1B)

PEPSICO INC

PEP|713448108

Shares:2.3K

Value:$349.1K

% of Portfolio:0.0% ($349.1K/$1.1B)

RTX Corp

RTX|75513E101

Shares:2.6K

Value:$341.5K

% of Portfolio:0.0% ($341.5K/$1.1B)

Broadcom Inc.

AVGO|11135F101

Shares:2.0K

Value:$336.2K

% of Portfolio:0.0% ($336.2K/$1.1B)

33740F698

Shares:8.1K

Value:$330.5K

% of Portfolio:0.0% ($330.5K/$1.1B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.2K

Value:$326.4K

% of Portfolio:0.0% ($326.4K/$1.1B)

92204A405

VFH|92204A405

Shares:2.7K

Value:$325.1K

% of Portfolio:0.0% ($325.1K/$1.1B)

33740F441

Shares:8.8K

Value:$319.7K

% of Portfolio:0.0% ($319.7K/$1.1B)

S&P Global Inc.

SPGI|78409V104

Shares:615

Value:$312.5K

% of Portfolio:0.0% ($312.5K/$1.1B)

97717W406

Shares:2.8K

Value:$311.8K

% of Portfolio:0.0% ($311.8K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palo Alto Networks Inc(PANWcusip697435105)	2.5K	QoQ -3.61% (-93) YoY +132.14% (+1.4K)	All Managers (Combined)	$422.7K	0.0% ($422.7K/$1.1B)	QoQ -9.61% (-$45.0K) YoY +39.42% (+$119.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	3.5K	QoQ -9.67% (-378) YoY -4.82% (-179)	All Managers (Combined)	$419.5K	0.0% ($419.5K/$1.1B)	QoQ -0.14% (-$610) YoY -2.62% (-$11.3K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.0K	QoQ +0.35% (-7) YoY +3.81% (+72)	All Managers (Combined)	$414.6K	0.0% ($414.6K/$1.1B)	QoQ -5.92% (-$26.1K) YoY +7.10% (+$27.5K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	436	QoQ +0.46% (+2) YoY NEW(+436)	All Managers (Combined)	$412.7K	0.0% ($412.7K/$1.1B)	QoQ +3.71% (+$14.8K) YoY NEW(+$412.7K)
(cusip464287119)✕	5.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$409.8K	0.0% ($409.8K/$1.1B)	QoQ -9.60% (-$43.6K) YoY +7.30% (+$27.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	6.8K	QoQ +5.16% (+332) YoY -16.54% (-1.3K)	All Managers (Combined)	$407.7K	0.0% ($407.7K/$1.1B)	QoQ +20.74% (+$70.1K) YoY +15.04% (-$53.3K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	3.8K	QoQ -6.65% (-272) YoY +13.41% (-451)	All Managers (Combined)	$391.7K	0.0% ($391.7K/$1.1B)	QoQ -20.60% (-$101.7K) YoY -35.44% (-$215.1K)
(cusip81369Y605)✕	7.8K	QoQ +1.18% (+91) YoY +14.51% (+985)	All Managers (Combined)	$387.2K	0.0% ($387.2K/$1.1B)	QoQ +4.28% (+$15.9K) YoY +35.42% (+$101.3K)
(IWRcusip464287499)	4.2K	QoQ -1.95% (-84) YoY -0.23% (-10)	All Managers (Combined)	$358.9K	0.0% ($358.9K/$1.1B)	QoQ -5.64% (-$21.5K) YoY +0.92% (-$3.3K)
(VBcusip922908751)	1.6K	QoQ -5.32% (-91) YoY -3.69% (-62)	All Managers (Combined)	$358.5K	0.0% ($358.5K/$1.1B)	QoQ -12.62% (-$51.8K) YoY -6.57% (-$25.2K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.8K	QoQ +5.96% (+99) YoY +8.84% (+143)	All Managers (Combined)	$352.5K	0.0% ($352.5K/$1.1B)	QoQ +27.13% (+$75.2K) YoY +24.17% (+$68.6K)
PEPSICO INC(PEPcusip713448108)	2.3K	QoQ -19.66% (-570) YoY -24.48% (-755)	All Managers (Combined)	$349.1K	0.0% ($349.1K/$1.1B)	QoQ -21.06% (-$93.2K) YoY -35.31% (-$190.6K)
RTX Corp(RTXcusip75513E101)	2.6K	QoQ +1.77% (+45) YoY NEW(+2.6K)	All Managers (Combined)	$341.5K	0.0% ($341.5K/$1.1B)	QoQ +16.49% (+$48.4K) YoY NEW(+$341.5K)
Broadcom Inc.(AVGOcusip11135F101)	2.0K	QoQ -3.36% (-70) YoY NEW(+2.0K)	All Managers (Combined)	$336.2K	0.0% ($336.2K/$1.1B)	QoQ -30.19% (-$145.4K) YoY NEW(+$336.2K)
(cusip33740F698)✕	8.1K	QoQ -5.56% (-476) YoY -98.15% (-430.3K)	All Managers (Combined)	$330.5K	0.0% ($330.5K/$1.1B)	QoQ -7.99% (-$28.7K) YoY -98.05% (-$16.6M)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.2K	QoQ +0.49% (-6) YoY -23.42% (-371)	All Managers (Combined)	$326.4K	0.0% ($326.4K/$1.1B)	QoQ -8.89% (-$31.9K) YoY -9.51% (-$34.3K)
(VFHcusip92204A405)	2.7K	QoQ -10.37% (-315) YoY -27.14% (-1.0K)	All Managers (Combined)	$325.1K	0.0% ($325.1K/$1.1B)	QoQ -9.31% (-$33.4K) YoY -14.98% (-$57.3K)
(cusip33740F441)✕	8.8K	QoQ -3.94% (-362) YoY NEW(+8.8K)	All Managers (Combined)	$319.7K	0.0% ($319.7K/$1.1B)	QoQ -5.59% (-$19.0K) YoY NEW(+$319.7K)
S&P Global Inc.(SPGIcusip78409V104)	615	QoQ +4.06% (+24) YoY +12.22% (+67)	All Managers (Combined)	$312.5K	0.0% ($312.5K/$1.1B)	QoQ +6.16% (+$18.1K) YoY +34.02% (+$79.3K)
(cusip97717W406)✕	2.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$311.8K	0.0% ($311.8K/$1.1B)	QoQ +3.07% (+$9.3K) YoY +7.87% (+$22.8K)