BF
| |
Bouchey Financial Group Ltd13F | |
| Bouchey Financial Group Ltd | |
| Last update 2025-05-09 | 138 Stocks (5 new) |
| Value $1.11 Bil | Turnover 2 % |
Bouchey Financial Group Ltd Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 378,612 | 177,598.7 | -0.23% | 16.020 | -0.04% | 0.060 | +24.17% | +10.57% | 359,485.3 | ||
SCHB | Schwab U.S. Broad Market ETF | 8,238,465 | 177,374.1 | +0.89% | 16.000 | +0.14% | 0.570 | +19.13% | +8.48% | 35,306.3 | ||
SCHD | Schwab US Dividend Equity ETF | 2,993,100 | 83,687.1 | +2.06% | 7.550 | +0.15% | 0.120 | +8.77% | +2.12% | 71,498.8 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 864,796 | 69,062.6 | -1.95% | 6.230 | -0.12% | 0.460 | +13.43% | +6.83% | 16,159.9 | ||
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2,081,416 | 68,978.1 | +1.84% | 6.220 | +0.11% | 0.890 | +15.94% | +8.82% | 8,960.8 | ||
AAPL | Apple Inc | 290,399 | 64,506.3 | +0.23% | 5.820 | +0.01% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 545,128 | 53,924.0 | +3.25% | 4.860 | +0.15% | 0.040 | +1.65% | +3.49% | 128,152.2 | ||
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 1,283,506 | 31,908.0 | +6.78% | 2.880 | +0.18% | 0.300 | +1.38% | +4.23% | 10,897.9 | ||
VO | Vanguard Mid-Cap ETF | 112,164 | 29,007.9 | +0.40% | 2.620 | +0.01% | 0.040 | +15.88% | +9.89% | 80,725.0 | ||
XDEC |
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
| 725,828 | 26,707.9 | +2.10% | 2.410 | +0.05% | 14.150 | +9.30% | +5.23% | 195.3 |
Bouchey Financial Group Ltd's Historical Top Holdings Breakdowns
Bouchey Financial Group Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.34% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Add 507.88% | 8,790 | 7,344 | |
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 2025-03-31 | Add Add | +0.18% | 24.05 ($24.48) 24.86 | $24.83 | 1.43% | Add 6.78% | 1,283,506 | 81,495 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.15% | 27.01 ($27.88) 28.54 | $27.38 | -1.79% | Add 2.06% | 2,993,100 | 60,357 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.15% | 95.85 ($97.76) 99.25 | $98.35 | 0.60% | Add 3.25% | 545,128 | 17,179 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Add Add | +0.14% | 21.23 ($22.75) 23.75 | $24.48 | 7.60% | Add 0.89% | 8,238,465 | 72,697 | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 2025-03-31 | Reduce Reduce | -0.12% | 78 ($81.92) 84.37 | $85.82 | 4.76% | Reduce -1.95% | 864,796 | -17,179 | |
RYT |
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
| 2025-03-31 | Reduce Reduce | -0.12% | 34.2 ($37.46) 40.28 | $282.01 | 652.83% | Reduce -6.8% | 514,736 | -37,558 | |
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2025-03-31 | Add Add | +0.11% | 32.57 ($34.36) 35.83 | $36.56 | 6.40% | Add 1.84% | 2,081,416 | 37,588 | |
SCHI | Schwab 5-10 Year Corporate Bond ETF | 2025-03-31 | Add Add | +0.11% | 21.77 ($22.24) 22.56 | $22.65 | 1.84% | Add 4.85% | 1,132,577 | 52,343 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.08% | 23.16 ($25.49) 27.04 | $26.53 | 4.08% | Reduce -10.89% | 295,594 | -36,140 |
Bouchey Financial Group Ltd Total Holding History ($B)
Bouchey Financial Group Ltd's Asset Allocation
Bouchey Financial Group Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Bouchey Financial Group Ltd's Hypothetical Growth since 2025-03-31
Bouchey Financial Group Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bouchey Financial Group Ltd's Holdings Heat Map
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Bouchey Financial Group Ltd's Holdings Bubble Chart
Bouchey Financial Group Ltd News
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