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 7 of 7

Sort by:

72201R874

Shares:4.7K

Value:$236.1K

% of Portfolio:0.0% ($236.1K/$1.1B)

ORACLE CORP

ORCL|68389X105

Shares:1.6K

Value:$227.3K

% of Portfolio:0.0% ($227.3K/$1.1B)

808524722

Shares:8.4K

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$1.1B)

KEYCORP /NEW/

KEY|493267108

Shares:13.9K

Value:$222.9K

% of Portfolio:0.0% ($222.9K/$1.1B)

33740U687

Shares:6.5K

Value:$222.0K

% of Portfolio:0.0% ($222.0K/$1.1B)

CHEVRON CORP

CVX|166764100

Shares:1.3K

Value:$219.7K

% of Portfolio:0.0% ($219.7K/$1.1B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:629

Value:$219.6K

% of Portfolio:0.0% ($219.6K/$1.1B)

46641Q241

Shares:4.7K

Value:$217.7K

% of Portfolio:0.0% ($217.7K/$1.1B)

74347X831

Shares:3.8K

Value:$217.0K

% of Portfolio:0.0% ($217.0K/$1.1B)

46434V282

Shares:3.7K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$1.1B)

315912808

Shares:3.1K

Value:$209.7K

% of Portfolio:0.0% ($209.7K/$1.1B)

464288406

Shares:2.8K

Value:$208.3K

% of Portfolio:0.0% ($208.3K/$1.1B)

46434V381

Shares:3.6K

Value:$206.5K

% of Portfolio:0.0% ($206.5K/$1.1B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:671

Value:$205.4K

% of Portfolio:0.0% ($205.4K/$1.1B)

33740F516

Shares:5.4K

Value:$203.7K

% of Portfolio:0.0% ($203.7K/$1.1B)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.5K

Value:$202.6K

% of Portfolio:0.0% ($202.6K/$1.1B)

Barings BDC, Inc.

BBDC|06759L103

Shares:10.3K

Value:$98.0K

% of Portfolio:0.0% ($98.0K/$1.1B)

PLUG POWER INC

PLUG|72919P202

Shares:19.8K

Value:$26.7K

% of Portfolio:0.0% ($26.7K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip72201R874)✕	4.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$236.1K	0.0% ($236.1K/$1.1B)	QoQ +0.12% (+$283) YoY +0.24% (+$567)
ORACLE CORP(ORCLcusip68389X105)	1.6K	QoQ +14.34% (-204) YoY -6.81% (-119)	All Managers (Combined)	$227.3K	0.0% ($227.3K/$1.1B)	QoQ -4.06% (-$9.6K) YoY +3.71% (-$8.1K)
(cusip808524722)✕	8.4K	QoQ 0.00% (-0) YoY +100.00% (+4.2K)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$1.1B)	QoQ -4.91% (-$11.6K) YoY +6.25% (+$13.3K)
KEYCORP /NEW/(KEYcusip493267108)	13.9K	QoQ -7.23% (-1.1K) YoY -18.14% (-3.1K)	All Managers (Combined)	$222.9K	0.0% ($222.9K/$1.1B)	QoQ -13.45% (-$34.7K) YoY -17.20% (-$46.3K)
(cusip33740U687)✕	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$222.0K	0.0% ($222.0K/$1.1B)	QoQ NEW(+$222.0K) YoY NEW(+$222.0K)
CHEVRON CORP(CVXcusip166764100)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$219.7K	0.0% ($219.7K/$1.1B)	QoQ NEW(+$219.7K) YoY NEW(+$219.7K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	629	QoQ +1.12% (+7) YoY +1.28% (+8)	All Managers (Combined)	$219.6K	0.0% ($219.6K/$1.1B)	QoQ +3.88% (+$8.2K) YoY +1.83% (+$3.9K)
(cusip46641Q241)✕	4.7K	QoQ 0.00% (+0) YoY NEW(+4.7K)	All Managers (Combined)	$217.7K	0.0% ($217.7K/$1.1B)	QoQ +2.05% (+$4.4K) YoY NEW(+$217.7K)
(cusip74347X831)✕	3.8K	QoQ +4.12% (-150) YoY -4.65% (-185)	All Managers (Combined)	$217.0K	0.0% ($217.0K/$1.1B)	QoQ -24.60% (-$70.8K) YoY -11.25% (-$27.5K)
(cusip46434V282)✕	3.7K	QoQ 0.00% (-0) YoY -2.60% (-100)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$1.1B)	QoQ -4.09% (-$9.3K) YoY +4.76% (-$9.9K)
(cusip315912808)✕	3.1K	QoQ 0.00% (-0) YoY NEW(+3.1K)	All Managers (Combined)	$209.7K	0.0% ($209.7K/$1.1B)	QoQ -10.51% (-$24.6K) YoY NEW(+$209.7K)
(cusip464288406)✕	2.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$208.3K	0.0% ($208.3K/$1.1B)	QoQ -0.09% (-$197) YoY +2.26% (+$4.6K)
(cusip46434V381)✕	3.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$206.5K	0.0% ($206.5K/$1.1B)	QoQ -3.52% (-$7.5K) YoY -3.45% (-$7.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	671	QoQ NEW(+671) YoY NEW(+671)	All Managers (Combined)	$205.4K	0.0% ($205.4K/$1.1B)	QoQ NEW(+$205.4K) YoY NEW(+$205.4K)
(cusip33740F516)✕	5.4K	QoQ NEW(+5.4K) YoY -11.69% (-716)	All Managers (Combined)	$203.7K	0.0% ($203.7K/$1.1B)	QoQ NEW(+$203.7K) YoY -7.28% (-$16.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$202.6K	0.0% ($202.6K/$1.1B)	QoQ NEW(+$202.6K) YoY NEW(+$202.6K)
Barings BDC, Inc.(BBDCcusip06759L103)	10.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$98.0K	0.0% ($98.0K/$1.1B)	QoQ -0.31% (-$308) YoY +2.58% (+$2.5K)
PLUG POWER INC(PLUGcusip72919P202)	19.8K	QoQ 0.00% (-0) YoY +1.57% (-307)	All Managers (Combined)	$26.7K	0.0% ($26.7K/$1.1B)	QoQ -36.62% (-$15.5K) YoY -60.13% (-$40.3K)