Mga Batayang Estadistika
Nilai Portofolio $ 1,202,760,324
Posisi Saat Ini 142
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Bouchey Financial Group Ltd telah mengungkapkan total kepemilikan 142 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 1,202,760,324 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Bouchey Financial Group Ltd adalah Invesco QQQ Trust, Series 1 (US:QQQ) , Schwab Strategic Trust - Schwab U.S. Broad Market ETF (US:SCHB) , Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF (US:SCHD) , Dimensional ETF Trust - Dimensional US High Profitability ETF (US:DUHP) , and WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (US:DGRW) . Posisi baru Bouchey Financial Group Ltd meliputi: J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF (US:JCPB) , First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (US:XOCT) , First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October (US:GOCT) , First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - August (US:XAUG) , and The Allstate Corporation (US:ALL) .

Bouchey Financial Group Ltd - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.73 34.42 2.8620 2.8620
0.79 28.07 2.3341 2.3341
0.38 209.69 17.4338 1.4155
0.46 16.79 1.3956 1.3956
0.67 66.24 5.5075 0.6439
8.28 197.22 16.3969 0.3988
0.51 20.84 1.7327 0.1450
0.03 4.60 0.3821 0.1301
0.12 25.67 2.1341 0.1281
0.01 6.82 0.5669 0.1176
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
3.05 80.73 6.7119 -0.8362
0.30 60.77 5.0528 -0.7653
0.01 0.29 0.0242 -0.6291
0.01 0.20 0.0169 -0.5253
1.22 30.43 2.5299 -0.3480
0.14 19.48 1.6197 -0.2313
0.87 72.56 6.0325 -0.1966
0.46 26.32 2.1885 -0.1451
0.10 7.50 0.6233 -0.0700
0.01 4.25 0.3536 -0.0677
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-08-08 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
QQQ / Invesco QQQ Trust, Series 1 0.38 0.37 209.69 18.07 17.4338 1.4155
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 8.28 0.45 197.22 11.19 16.3969 0.3988
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 3.05 1.78 80.73 -3.54 6.7119 -0.8362
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF 2.10 0.96 74.72 8.33 6.2127 -0.0087
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.87 0.19 72.56 5.06 6.0325 -0.1966
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.67 22.50 66.24 22.84 5.5075 0.6439
AAPL / Apple Inc. 0.30 2.00 60.77 -5.79 5.0528 -0.7653
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 0.73 34.42 2.8620 2.8620
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.11 0.34 31.53 8.70 2.6216 0.0053
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF 1.22 -5.28 30.43 -4.64 2.5299 -0.3480
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF 1.27 11.98 28.87 13.48 2.3999 0.1056
XOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October 0.79 28.07 2.3341 2.3341
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.46 2.25 26.32 1.74 2.1885 -0.1451
AMZN / Amazon.com, Inc. 0.12 0.08 25.67 15.41 2.1341 0.1281
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.39 0.83 25.10 7.51 2.0871 -0.0188
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF 0.51 -0.72 20.84 18.39 1.7327 0.1450
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.14 2.83 19.48 -5.07 1.6197 -0.2313
GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October 0.46 16.79 1.3956 1.3956
SPY / SPDR S&P 500 ETF 0.02 -0.32 14.88 10.10 1.2375 0.0182
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.02 -1.53 10.34 20.42 0.8597 0.0852
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.03 1.16 9.36 11.93 0.7779 0.0240
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.10 -2.71 7.50 -2.47 0.6233 -0.0700
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.29 -0.74 7.42 7.19 0.6172 -0.0075
MSFT / Microsoft Corporation 0.01 3.30 6.82 36.90 0.5669 0.1176
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.02 -0.56 6.07 21.95 0.5044 0.0557
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 -0.74 4.96 9.72 0.4121 0.0047
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March 0.12 -1.49 4.65 3.15 0.3867 -0.0200
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.03 12.83 4.60 64.50 0.3821 0.1301
BRK.A / Berkshire Hathaway Inc. 0.01 -0.18 4.25 -8.95 0.3536 -0.0677
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.02 -0.86 3.06 4.01 0.2546 -0.0110
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 0.00 2.73 8.18 0.2266 -0.0007
JPM / JPMorgan Chase & Co. 0.01 2.04 2.52 20.57 0.2096 0.0211
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.02 -0.37 2.34 2.99 0.1945 -0.0104
GOOG / Alphabet Inc. 0.01 2.50 1.93 16.41 0.1605 0.0109
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.08 -0.02 1.90 10.65 0.1581 0.0031
UNP / Union Pacific Corporation 0.01 -0.33 1.71 -2.94 0.1426 -0.0168
GOOGL / Alphabet Inc. 0.01 6.07 1.66 20.96 0.1377 0.0141
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.01 0.00 1.63 0.00 0.1354 -0.0114
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 0.04 -3.18 1.60 -3.62 0.1330 -0.0167
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.03 0.00 1.39 -1.21 0.1153 -0.0113
PM / Philip Morris International Inc. 0.01 2.60 1.39 17.87 0.1152 0.0092
BAC / Bank of America Corporation 0.03 0.58 1.33 14.07 0.1106 0.0054
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF 0.03 -10.34 1.26 -10.29 0.1051 -0.0220
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.00 1.15 18.27 0.0953 0.0079
JNJ / Johnson & Johnson 0.01 -4.94 1.10 -12.43 0.0914 -0.0218
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.04 0.51 1.08 7.65 0.0900 -0.0007
MCD / McDonald's Corporation 0.00 55.78 1.07 45.77 0.0887 0.0227
TSLA / Tesla, Inc. 0.00 10.03 1.02 34.92 0.0849 0.0166
HD / The Home Depot, Inc. 0.00 39.16 1.01 39.20 0.0842 0.0186
ABBV / AbbVie Inc. 0.01 36.66 1.00 21.00 0.0830 0.0086
META / Meta Platforms, Inc. 0.00 8.41 0.95 38.83 0.0791 0.0173
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.01 0.00 0.93 -1.59 0.0773 -0.0079
IBM / International Business Machines Corporation 0.00 0.13 0.92 18.69 0.0766 0.0066
MU / Micron Technology, Inc. 0.01 2.19 0.88 44.88 0.0730 0.0183
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -0.07 0.87 10.45 0.0721 0.0013
LLY / Eli Lilly and Company 0.00 0.09 0.85 -5.44 0.0708 -0.0105
NUE / Nucor Corporation 0.01 0.23 0.80 7.86 0.0662 -0.0004
ET / Energy Transfer LP - Limited Partnership 0.04 0.00 0.75 -2.47 0.0624 -0.0070
V / Visa Inc. 0.00 6.32 0.73 7.69 0.0606 -0.0004
TSLX / Sixth Street Specialty Lending, Inc. 0.03 0.00 0.72 6.35 0.0599 -0.0012
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 0.00 0.72 2.58 0.0595 -0.0035
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.00 0.00 0.69 11.91 0.0571 0.0017
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 0.00 0.67 0.15 0.0559 -0.0046
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF 0.01 0.00 0.66 20.15 0.0546 0.0054
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.01 0.00 0.63 4.47 0.0525 -0.0020
GE / General Electric Company 0.00 34.15 0.61 72.44 0.0505 0.0187
AVGO / Broadcom Inc. 0.00 9.56 0.61 80.36 0.0504 0.0201
XAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - August 0.02 0.60 0.0496 0.0496
WFC / Wells Fargo & Company 0.01 -0.34 0.60 11.21 0.0495 0.0012
VZ / Verizon Communications Inc. 0.01 12.55 0.59 7.23 0.0494 -0.0005
IGM / iShares Trust - iShares Expanded Tech Sector ETF 0.01 0.00 0.57 23.97 0.0474 0.0059
PAYX / Paychex, Inc. 0.00 1.24 0.57 -4.53 0.0473 -0.0065
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 -1.00 0.57 -7.50 0.0472 -0.0081
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.01 -0.42 0.55 10.38 0.0460 0.0008
CVX / Chevron Corporation 0.00 192.23 0.55 150.68 0.0457 0.0259
CSCO / Cisco Systems, Inc. 0.01 5.86 0.52 19.18 0.0434 0.0038
AMD / Advanced Micro Devices, Inc. 0.00 -3.67 0.52 33.25 0.0433 0.0080
LMT / Lockheed Martin Corporation 0.00 -0.45 0.52 3.19 0.0430 -0.0022
WMT / Walmart Inc. 0.01 -1.25 0.50 9.83 0.0419 0.0005
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund 0.01 0.00 0.50 7.99 0.0416 -0.0002
ILCG / iShares Trust - iShares Morningstar Growth ETF 0.01 0.00 0.49 19.80 0.0408 0.0038
PANW / Palo Alto Networks, Inc. 0.00 -6.54 0.47 12.09 0.0394 0.0013
AMGN / Amgen Inc. 0.00 -4.02 0.47 -14.03 0.0393 -0.0103
HON / Honeywell International Inc. 0.00 -1.84 0.45 7.97 0.0372 -0.0002
COST / Costco Wholesale Corporation 0.00 1.15 0.44 6.07 0.0363 -0.0009
NEE / NextEra Energy, Inc. 0.01 1.36 0.42 -0.70 0.0353 -0.0033
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.01 0.90 0.41 5.94 0.0341 -0.0008
MO / Altria Group, Inc. 0.01 2.80 0.41 0.49 0.0340 -0.0027
GAUG / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August 0.01 0.40 0.0330 0.0330
AXP / American Express Company 0.00 0.99 0.39 19.63 0.0325 0.0031
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 1.42 0.39 8.38 0.0323 -0.0000
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 0.00 0.39 8.38 0.0323 -0.0001
T / AT&T Inc. 0.01 38.95 0.38 42.42 0.0313 0.0074
RTX / RTX Corporation 0.00 -0.81 0.37 9.38 0.0310 0.0002
XOM / Exxon Mobil Corporation 0.00 -2.13 0.37 -11.22 0.0309 -0.0069
CAT / Caterpillar Inc. 0.00 17.44 0.36 38.55 0.0302 0.0065
ABT / Abbott Laboratories 0.00 72.76 0.36 77.23 0.0298 0.0116
VFH / Vanguard World Fund - Vanguard Financials ETF 0.00 0.00 0.35 6.46 0.0288 -0.0005
IWL / iShares Trust - iShares Russell Top 200 ETF 0.00 0.00 0.35 11.65 0.0287 0.0008
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.00 0.32 11.34 0.0269 0.0006
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund 0.00 0.00 0.32 3.22 0.0267 -0.0014
MS / Morgan Stanley 0.00 4.66 0.32 26.59 0.0266 0.0038
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -0.26 0.31 5.42 0.0259 -0.0007
SPGI / S&P Global Inc. 0.00 -4.88 0.31 -1.28 0.0256 -0.0025
TQQQ / ProShares Trust - ProShares UltraPro QQQ 0.00 -2.11 0.31 42.13 0.0256 0.0060
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 -6.78 0.30 -0.98 0.0253 -0.0024
UNH / UnitedHealth Group Incorporated 0.00 -15.91 0.30 -49.92 0.0250 -0.0291
ORCL / Oracle Corporation 0.00 -16.11 0.30 31.28 0.0248 0.0043
ALL / The Allstate Corporation 0.00 0.30 0.0246 0.0246
FAST / Fastenal Company 0.01 101.84 0.30 9.26 0.0246 0.0002
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.00 0.00 0.29 6.93 0.0244 -0.0003
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 0.01 -95.98 0.29 -95.98 0.0242 -0.6291
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF 0.00 0.00 0.28 11.37 0.0237 0.0006
GEV / GE Vernova Inc. 0.00 0.28 0.0235 0.0235
URI / United Rentals, Inc. 0.00 -14.22 0.27 3.03 0.0227 -0.0012
AXON / Axon Enterprise, Inc. 0.00 0.27 0.0226 0.0226
VERSX / Vanguard Emerging Markets Stock Index Fund 0.01 0.00 0.27 9.31 0.0225 0.0002
PEP / PepsiCo, Inc. 0.00 -13.14 0.27 -23.50 0.0222 -0.0093
KEY / KeyCorp 0.01 7.18 0.26 17.12 0.0216 0.0015
MCHP / Microchip Technology Incorporated 0.00 0.25 0.0211 0.0211
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF 0.01 0.00 0.25 10.67 0.0208 0.0004
DHR / Danaher Corporation 0.00 0.80 0.25 -3.12 0.0207 -0.0024
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF 0.00 0.00 0.24 0.41 0.0203 -0.0017
DE / Deere & Company 0.00 -7.53 0.24 0.00 0.0203 -0.0017
FDS / FactSet Research Systems Inc. 0.00 -1.83 0.24 -3.23 0.0200 -0.0025
LRGF / iShares Trust - iShares U.S. Equity Factor ETF 0.00 0.00 0.24 11.11 0.0200 0.0004
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF 0.00 -4.87 0.23 11.96 0.0195 0.0006
XT / iShares Trust - iShares Exponential Technologies ETF 0.00 0.00 0.23 13.59 0.0195 0.0008
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.01 0.23 0.0194 0.0194
ADP / Automatic Data Processing, Inc. 0.00 10.43 0.23 11.71 0.0190 0.0005
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 0.23 0.0190 0.0190
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF 0.00 0.00 0.22 -8.02 0.0182 -0.0032
KO / The Coca-Cola Company 0.00 0.22 0.0181 0.0181
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF 0.00 0.00 0.22 0.00 0.0181 -0.0015
SHW / The Sherwin-Williams Company 0.00 0.00 0.22 -1.83 0.0180 -0.0019
AEP / American Electric Power Company, Inc. 0.00 -20.15 0.21 -24.11 0.0178 -0.0077
MA / Mastercard Incorporated 0.00 0.21 0.0178 0.0178
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF 0.00 0.00 0.21 2.40 0.0177 -0.0011
BKNG / Booking Holdings Inc. 0.00 0.21 0.0173 0.0173
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.01 -96.62 0.20 -96.62 0.0169 -0.5253
BBDC / Barings BDC, Inc. 0.01 0.00 0.09 -5.10 0.0078 -0.0010
PLUG / Plug Power Inc. 0.01 -48.04 0.02 -42.31 0.0013 -0.0011
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December 0.00 -100.00 0.00 0.0000
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July 0.00 -100.00 0.00 0.0000
XDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December 0.00 -100.00 0.00 0.0000
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 0.00 -100.00 0.00 0.0000
DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January 0.00 -100.00 0.00 0.0000
TPL / Texas Pacific Land Corporation 0.00 -100.00 0.00 0.0000
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.00 -100.00 0.00 0.0000
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May 0.00 -100.00 0.00 0.0000
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January 0.00 -100.00 0.00 0.0000
GNOV / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - November 0.00 -100.00 0.00 0.0000