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 6 of 7

Sort by:

464289446

Shares:2.3K

Value:$309.9K

% of Portfolio:0.0% ($309.9K/$1.1B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:575

Value:$307.5K

% of Portfolio:0.0% ($307.5K/$1.1B)

921908844

VIG|921908844

Shares:1.5K

Value:$295.2K

% of Portfolio:0.0% ($295.2K/$1.1B)

922908637

VV|922908637

Shares:1.1K

Value:$292.0K

% of Portfolio:0.0% ($292.0K/$1.1B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.6K

Value:$282.5K

% of Portfolio:0.0% ($282.5K/$1.1B)

381430438

Shares:3.6K

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$1.1B)

FASTENAL CO

FAST|311900104

Shares:3.5K

Value:$270.4K

% of Portfolio:0.0% ($270.4K/$1.1B)

AT&T INC.

T|00206R102

Shares:9.4K

Value:$265.0K

% of Portfolio:0.0% ($265.0K/$1.1B)

UNITED RENTALS, INC.

URI|911363109

Shares:422

Value:$264.5K

% of Portfolio:0.0% ($264.5K/$1.1B)

CATERPILLAR INC

CAT|149123101

Shares:797

Value:$262.8K

% of Portfolio:0.0% ($262.8K/$1.1B)

Texas Pacific Land Corp

TPL|88262P102

Shares:194

Value:$257.0K

% of Portfolio:0.0% ($257.0K/$1.1B)

DANAHER CORP /DE/

DHR|235851102

Shares:1.2K

Value:$256.1K

% of Portfolio:0.0% ($256.1K/$1.1B)

92204A108

Shares:786

Value:$255.9K

% of Portfolio:0.0% ($255.9K/$1.1B)

33740F631

Shares:6.7K

Value:$255.7K

% of Portfolio:0.0% ($255.7K/$1.1B)

MORGAN STANLEY

MS|617446448

Shares:2.2K

Value:$252.8K

% of Portfolio:0.0% ($252.8K/$1.1B)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:547

Value:$248.7K

% of Portfolio:0.0% ($248.7K/$1.1B)

922042858

VWO|922042858

Shares:5.5K

Value:$247.5K

% of Portfolio:0.0% ($247.5K/$1.1B)

DEERE & CO

DE|244199105

Shares:518

Value:$243.8K

% of Portfolio:0.0% ($243.8K/$1.1B)

78468R804

Shares:1.4K

Value:$243.7K

% of Portfolio:0.0% ($243.7K/$1.1B)

464288828

Shares:4.5K

Value:$237.4K

% of Portfolio:0.0% ($237.4K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464289446)✕	2.3K	QoQ 0.00% (-0) YoY -0.96% (-22)	All Managers (Combined)	$309.9K	0.0% ($309.9K/$1.1B)	QoQ -5.04% (-$16.5K) YoY +7.05% (-$20.4K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	575	QoQ -36.11% (-325) YoY -17.85% (-125)	All Managers (Combined)	$307.5K	0.0% ($307.5K/$1.1B)	QoQ -40.23% (-$207.0K) YoY -21.19% (-$82.7K)
(VIGcusip921908844)	1.5K	QoQ -2.68% (-42) YoY -2.68% (-42)	All Managers (Combined)	$295.2K	0.0% ($295.2K/$1.1B)	QoQ -3.63% (-$11.1K) YoY +3.34% (-$9.6K)
(VVcusip922908637)	1.1K	QoQ -7.41% (-91) YoY 0.00% (+0)	All Managers (Combined)	$292.0K	0.0% ($292.0K/$1.1B)	QoQ -11.76% (-$38.9K) YoY +7.20% (+$19.6K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.6K	QoQ -8.56% (-242) YoY -1.10% (-29)	All Managers (Combined)	$282.5K	0.0% ($282.5K/$1.1B)	QoQ +8.33% (-$21.7K) YoY +25.50% (-$57.4K)
(cusip381430438)✕	3.6K	QoQ 0.00% (-0) YoY -39.97% (-2.4K)	All Managers (Combined)	$274.1K	0.0% ($274.1K/$1.1B)	QoQ -1.52% (-$4.3K) YoY -37.31% (-$163.2K)
FASTENAL CO(FASTcusip311900104)	3.5K	QoQ -2.54% (-91) YoY +6.99% (+228)	All Managers (Combined)	$270.4K	0.0% ($270.4K/$1.1B)	QoQ +5.10% (-$13.1K) YoY +7.56% (+$19.0K)
AT&T INC.(Tcusip00206R102)	9.4K	QoQ -6.95% (-700) YoY -42.23% (-6.9K)	All Managers (Combined)	$265.0K	0.0% ($265.0K/$1.1B)	QoQ +15.57% (-$35.7K) YoY -7.17% (-$20.5K)
UNITED RENTALS, INC.(URIcusip911363109)	422	QoQ +19.20% (+68) YoY NEW(+422)	All Managers (Combined)	$264.5K	0.0% ($264.5K/$1.1B)	QoQ +6.05% (+$15.1K) YoY NEW(+$264.5K)
CATERPILLAR INC(CATcusip149123101)	797	QoQ -3.51% (-29) YoY +0.75% (-6)	All Managers (Combined)	$262.8K	0.0% ($262.8K/$1.1B)	QoQ -12.25% (-$36.7K) YoY -9.32% (-$27.0K)
Texas Pacific Land Corp(TPLcusip88262P102)	194	QoQ +0.51% (+1) YoY NEW(+194)	All Managers (Combined)	$257.0K	0.0% ($257.0K/$1.1B)	QoQ +20.42% (+$43.6K) YoY NEW(+$257.0K)
DANAHER CORP /DE/(DHRcusip235851102)	1.2K	QoQ -3.25% (-42) YoY NEW(+1.2K)	All Managers (Combined)	$256.1K	0.0% ($256.1K/$1.1B)	QoQ -13.58% (-$40.3K) YoY NEW(+$256.1K)
(cusip92204A108)✕	786	QoQ 0.00% (-0) YoY -4.02% (-33)	All Managers (Combined)	$255.9K	0.0% ($255.9K/$1.1B)	QoQ -13.28% (-$39.2K) YoY -1.67% (-$4.4K)
(cusip33740F631)✕	6.7K	QoQ 0.00% (-0) YoY -55.04% (-8.2K)	All Managers (Combined)	$255.7K	0.0% ($255.7K/$1.1B)	QoQ -2.84% (-$7.5K) YoY -52.62% (-$284.1K)
MORGAN STANLEY(MScusip617446448)	2.2K	QoQ -2.65% (-59) YoY -5.53% (-127)	All Managers (Combined)	$252.8K	0.0% ($252.8K/$1.1B)	QoQ -9.65% (-$27.0K) YoY +17.02% (-$36.8K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	547	QoQ +0.55% (-3) YoY +7.25% (+37)	All Managers (Combined)	$248.7K	0.0% ($248.7K/$1.1B)	QoQ -4.81% (-$12.6K) YoY +7.31% (+$16.9K)
(VWOcusip922042858)	5.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$247.5K	0.0% ($247.5K/$1.1B)	QoQ +2.77% (+$6.7K) YoY +8.35% (+$19.1K)
DEERE & CO(DEcusip244199105)	518	QoQ +2.16% (+11) YoY -26.00% (-182)	All Managers (Combined)	$243.8K	0.0% ($243.8K/$1.1B)	QoQ +13.28% (+$28.6K) YoY -15.30% (-$44.0K)
(cusip78468R804)✕	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$243.7K	0.0% ($243.7K/$1.1B)	QoQ +5.34% (+$12.4K) YoY +11.75% (+$25.6K)
(cusip464288828)✕	4.5K	QoQ 0.00% (+0) YoY -0.06% (-3)	All Managers (Combined)	$237.4K	0.0% ($237.4K/$1.1B)	QoQ +10.02% (+$21.6K) YoY -3.25% (-$8.0K)