The Analysis of Bouchey Financial Group Ltd's Holdings & P&L


Currently, Bouchey Financial Group Ltd holds 173 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in FTCB (+1.9M shares, valued at $39.8M), SMH (+31.0K shares, valued at $13.3M), QQQM (+25.5K shares, valued at $6.4M); decreased their positions in SCHA (-226.3K shares, valued at $7.0M), SCHD (-179.4K shares, valued at $5.6M), N/A (-8.6K shares, valued at $5.2M); initiated new positions in FTCB (+1.9M shares, valued at $39.8M), N/A (+17.8K shares, valued at $914.9K), PULS (+14.9K shares, valued at $739.1K).


1M P&L
+55.5M+4.84%
3M P&L
-93.5M-7.22%
HY P&L
-49.7M-3.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A951.8M
86.4%
2Consumer Electronics68.0M
6.2%
3Internet Retail27.2M
2.5%

Top Industries by Stock Count

1N/A86 stocks
53.4%
2Semiconductors6 stocks
3.7%
3Drug Manufacturers - General4 stocks
2.5%
Stock Holdings
QQQM
INVESCO EXCH TRADED FD TR II
4.34%
Shares613.5K
Event2026-03-31
Filed2026-04-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.79%
Shares244.8K
Event2026-03-31
Filed2026-04-13
INVESCO QQQ TR
INVESCO QQQ TR
-5.47%
Shares148.4K
Event2026-03-31
Filed2026-04-13
DUHP
DIMENSIONAL ETF TRUST
0.80%
Shares2.2M
Event2026-03-31
Filed2026-04-13
DGRW
WISDOMTREE TR
0.22%
Shares874.5K
Event2026-03-31
Filed2026-04-13
AGG
ISHARES TR
2.65%
Shares772.1K
Event2026-03-31
Filed2026-04-13
SCHD
SCHWAB STRATEGIC TR
-7.07%
Shares2.4M
Event2026-03-31
Filed2026-04-13
AAPL
APPLE INC
0.10%
Shares261.0K
Event2026-03-31
Filed2026-04-13
SCHB
SCHWAB STRATEGIC TR
-3.96%
Shares2.5M
Event2026-03-31
Filed2026-04-13
JCPB
J P MORGAN EXCHANGE TRADED F
3.89%
Shares912.8K
Event2026-03-31
Filed2026-04-13
FTCB
FIRST TR EXCHANGE-TRADED FD
New
Shares1.9M
Event2026-03-31
Filed2026-04-13
VO
VANGUARD INDEX FDS
1.50%
Shares118.1K
Event2026-03-31
Filed2026-04-13
SMH
VANECK ETF TRUST
61.00%
Shares81.8K
Event2026-03-31
Filed2026-04-13
SCHI
SCHWAB STRATEGIC TR
3.02%
Shares1.5M
Event2026-03-31
Filed2026-04-13
JEPI
J P MORGAN EXCHANGE TRADED F
2.39%
Shares529.4K
Event2026-03-31
Filed2026-04-13
XOCT
FIRST TR EXCHNG TRADED FD VI
-0.28%
Shares766.6K
Event2026-03-31
Filed2026-04-13
AMZN
AMAZON COM INC
3.23%
Shares116.4K
Event2026-03-31
Filed2026-04-13
RSPT
INVESCO EXCHANGE TRADED FD T
-0.81%
Shares473.8K
Event2026-03-31
Filed2026-04-13
HODL
VANECK BITCOIN ETF
39.41%
Shares957.6K
Event2026-03-31
Filed2026-04-13
NLR
VANECK ETF TRUST
6.32%
Shares140.1K
Event2026-03-31
Filed2026-04-13
GOCT
FIRST TR EXCHNG TRADED FD VI
0.20%
Shares449.6K
Event2026-03-31
Filed2026-04-13
SPY
STATE STR SPDR S&P 500 ETF T
0.02%
Shares23.8K
Event2026-03-31
Filed2026-04-13
VTI
VANGUARD INDEX FDS
-0.50%
Shares30.0K
Event2026-03-31
Filed2026-04-13
VGT
VANGUARD WORLD FD
-11.80%
Shares13.4K
Event2026-03-31
Filed2026-04-13
BND
VANGUARD BD INDEX FDS
0.50%
Shares99.7K
Event2026-03-31
Filed2026-04-13
XLK
SELECT SECTOR SPDR TR
3.34%
Shares48.9K
Event2026-03-31
Filed2026-04-13
MSFT
MICROSOFT CORP
-0.15%
Shares14.3K
Event2026-03-31
Filed2026-04-13
NVDA
NVIDIA CORPORATION
-10.97%
Shares28.5K
Event2026-03-31
Filed2026-04-13
GMAR
FIRST TR EXCHNG TRADED FD VI
-8.23%
Shares105.1K
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-1.25%
Shares8.6K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
7.94%
Shares10.7K
Event2026-03-31
Filed2026-04-13
IWM
ISHARES TR
0.00%
Shares12.6K
Event2026-03-31
Filed2026-04-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-3.23%
Shares15.6K
Event2026-03-31
Filed2026-04-13
VYM
VANGUARD WHITEHALL FDS
0.01%
Shares17.5K
Event2026-03-31
Filed2026-04-13
JPM
JPMORGAN CHASE & CO
-4.77%
Shares8.3K
Event2026-03-31
Filed2026-04-13
BROADCOM INC
BROADCOM INC
146.67%
Shares6.2K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
-40.57%
Shares6.8K
Event2026-03-31
Filed2026-04-13
SCHX
SCHWAB STRATEGIC TR
0.78%
Shares78.0K
Event2026-03-31
Filed2026-04-13
MU
MICRON TECHNOLOGY INC
4.51%
Shares4.9K
Event2026-03-31
Filed2026-04-13
UNP
UNION PAC CORP
3.18%
Shares7.7K
Event2026-03-31
Filed2026-04-13
JNJ
JOHNSON & JOHNSON
4.07%
Shares7.7K
Event2026-03-31
Filed2026-04-13
SCHA
SCHWAB STRATEGIC TR
-79.16%
Shares59.6K
Event2026-03-31
Filed2026-04-13
SDY
SPDR SERIES TRUST
0.00%
Shares12.0K
Event2026-03-31
Filed2026-04-13
TSLA
TESLA INC
8.16%
Shares4.5K
Event2026-03-31
Filed2026-04-13
XDEC
FIRST TR EXCHNG TRADED FD VI
127.00%
Shares35.2K
Event2026-03-31
Filed2026-04-13
TOTL
SSGA ACTIVE ETF TR
-1.04%
Shares35.4K
Event2026-03-31
Filed2026-04-13
SCHM
SCHWAB STRATEGIC TR
0.00%
Shares39.0K
Event2026-03-31
Filed2026-04-13
BAC
BANK AMERICA CORP
-15.87%
Shares23.9K
Event2026-03-31
Filed2026-04-13
PM
PHILIP MORRIS INTL INC
0.36%
Shares7.5K
Event2026-03-31
Filed2026-04-13
VTEB
VANGUARD MUN BD FDS
10.69%
Shares23.6K
Event2026-03-31
Filed2026-04-13
MCD
MCDONALDS CORP
4.94%
Shares3.7K
Event2026-03-31
Filed2026-04-13
NUE
NUCOR CORP
0.20%
Shares6.2K
Event2026-03-31
Filed2026-04-13
LLY
ELI LILLY & CO
3.74%
Shares1.2K
Event2026-03-31
Filed2026-04-13
XLV
SELECT SECTOR SPDR TR
-2.31%
Shares7.5K
Event2026-03-31
Filed2026-04-13
VUSB
VANGUARD BD INDEX FDS
-12.48%
Shares22.2K
Event2026-03-31
Filed2026-04-13
GDEC
FIRST TR EXCHNG TRADED FD VI
146.82%
Shares28.5K
Event2026-03-31
Filed2026-04-13
CAT
CATERPILLAR INC
32.45%
Shares1.3K
Event2026-03-31
Filed2026-04-13
IVV
ISHARES TR
1.17%
Shares1.5K
Event2026-03-31
Filed2026-04-13
META
META PLATFORMS INC
3.29%
Shares1.6K
Event2026-03-31
Filed2026-04-13
ABBV
ABBVIE INC
-2.92%
Shares4.7K
Event2026-03-31
Filed2026-04-13
AMD
ADVANCED MICRO DEVICES INC
-0.55%
Shares4.1K
Event2026-03-31
Filed2026-04-13
CSCO
CISCO SYS INC
23.55%
Shares11.7K
Event2026-03-31
Filed2026-04-13
HD
HOME DEPOT INC
8.92%
Shares2.9K
Event2026-03-31
Filed2026-04-13
VNQ
VANGUARD INDEX FDS
0.00%
Shares10.4K
Event2026-03-31
Filed2026-04-13
GE AEROSPACE
GE AEROSPACE
2.16%
Shares3.0K
Event2026-03-31
Filed2026-04-13
EA SERIES TRUST
EA SERIES TRUST
New
Shares17.8K
Event2026-03-31
Filed2026-04-13
ET
ENERGY TRANSFER L P
0.00%
Shares41.4K
Event2026-03-31
Filed2026-04-13
LMT
LOCKHEED MARTIN CORP
10.60%
Shares1.2K
Event2026-03-31
Filed2026-04-13
XOM
EXXON MOBIL CORP
6.33%
Shares5.0K
Event2026-03-31
Filed2026-04-13
VXF
VANGUARD INDEX FDS
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-13
IJR
ISHARES TR
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-13
PULS
PGIM ETF TR
New
Shares14.9K
Event2026-03-31
Filed2026-04-13
GEV
GE VERNOVA INC
8.07%
Shares763
Event2026-03-31
Filed2026-04-13
IBM
INTERNATIONAL BUSINESS MACHS
0.13%
Shares3.1K
Event2026-03-31
Filed2026-04-13
USMV
ISHARES TR
0.00%
Shares7.2K
Event2026-03-31
Filed2026-04-13
NEE
NEXTERA ENERGY INC
7.68%
Shares7.0K
Event2026-03-31
Filed2026-04-13
XAUG
FIRST TR EXCHNG TRADED FD VI
-0.18%
Shares17.3K
Event2026-03-31
Filed2026-04-13
WFC
WELLS FARGO & CO
-0.21%
Shares7.6K
Event2026-03-31
Filed2026-04-13
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares8.2K
Event2026-03-31
Filed2026-04-13
V
VISA INC
5.30%
Shares2.1K
Event2026-03-31
Filed2026-04-13
AMGN
AMGEN INC
3.58%
Shares1.8K
Event2026-03-31
Filed2026-04-13
VZ
VERIZON COMMUNICATIONS INC
5.22%
Shares13.5K
Event2026-03-31
Filed2026-04-13
IGM
ISHARES TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-13
VTV
VANGUARD INDEX FDS
-26.31%
Shares3.0K
Event2026-03-31
Filed2026-04-13
WMT
WALMART INC
66.62%
Shares4.7K
Event2026-03-31
Filed2026-04-13
MPLX
MPLX LP
0.00%
Shares10.6K
Event2026-03-31
Filed2026-04-13
PG
PROCTER & GAMBLE CO
18.21%
Shares3.9K
Event2026-03-31
Filed2026-04-13
HACK
AMPLIFY ETF TR
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-13
MO
ALTRIA GROUP INC
3.89%
Shares8.3K
Event2026-03-31
Filed2026-04-13
COST
COSTCO WHOLESALE CORPORATION
37.09%
Shares547
Event2026-03-31
Filed2026-04-13
EPS
WISDOMTREE TR
0.00%
Shares7.8K
Event2026-03-31
Filed2026-04-13
RTX
RTX CORPORATION
1.38%
Shares2.7K
Event2026-03-31
Filed2026-04-13
TRTX
TPG RE FIN TR INC
New
Shares65.6K
Event2026-03-31
Filed2026-04-13
CVX
CHEVRON CORPORATION
54.33%
Shares2.7K
Event2026-03-31
Filed2026-04-13
ILCG
ISHARES TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-13
LAM RESEARCH CORP
LAM RESEARCH CORP
7.18%
Shares1.9K
Event2026-03-31
Filed2026-04-13
GAUG
FIRST TR EXCHNG TRADED FD VI
-0.30%
Shares12.1K
Event2026-03-31
Filed2026-04-13
HON
HONEYWELL INTL INC
3.38%
Shares2.0K
Event2026-03-31
Filed2026-04-13
DE
DEERE & CO
49.50%
Shares743
Event2026-03-31
Filed2026-04-13
XLF
SELECT SECTOR SPDR TR
14.49%
Shares8.9K
Event2026-03-31
Filed2026-04-13
MUB
ISHARES TR
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-13
DFAS
DIMENSIONAL ETF TRUST
-91.73%
Shares5.9K
Event2026-03-31
Filed2026-04-13
IWR
ISHARES TR
-0.05%
Shares4.2K
Event2026-03-31
Filed2026-04-13
PANW
PALO ALTO NETWORKS INC
9.32%
Shares2.6K
Event2026-03-31
Filed2026-04-13
VUG
VANGUARD INDEX FDS
-63.81%
Shares926
Event2026-03-31
Filed2026-04-13
MS
MORGAN STANLEY
1.69%
Shares2.4K
Event2026-03-31
Filed2026-04-13
PEP
PEPSICO INC
10.12%
Shares2.6K
Event2026-03-31
Filed2026-04-13
XJUL
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares10.3K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
MERCK & CO INC
68.32%
Shares3.2K
Event2026-03-31
Filed2026-04-13
FAST
FASTENAL CO
5.17%
Shares7.7K
Event2026-03-31
Filed2026-04-13
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.58%
Shares1.0K
Event2026-03-31
Filed2026-04-13
IWL
ISHARES TR
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-13
KEY
KEYCORP
-1.82%
Shares17.0K
Event2026-03-31
Filed2026-04-13
TQQQ
PROSHARES TR
0.00%
Shares7.4K
Event2026-03-31
Filed2026-04-13
VV
VANGUARD INDEX FDS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
GJUL
FIRST TR EXCHNG TRADED FD VI
-2.88%
Shares8.4K
Event2026-03-31
Filed2026-04-13
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares536
Event2026-03-31
Filed2026-04-13
AIVL
WISDOMTREE TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-13
AMAT
APPLIED MATLS INC
New
Shares867
Event2026-03-31
Filed2026-04-13
VIG
VANGUARD SPECIALIZED FUNDS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
ALL
ALLSTATE CORP
9.11%
Shares1.6K
Event2026-03-31
Filed2026-04-13
T
AT&T INC
3.25%
Shares12.4K
Event2026-03-31
Filed2026-04-13
CBU
COMMUNITY FINANCIAL SYSTEM I
New
Shares5.2K
Event2026-03-31
Filed2026-04-13
GSEW
GOLDMAN SACHS ETF TR
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-13
ABT
ABBOTT LABORATORIES
31.69%
Shares3.0K
Event2026-03-31
Filed2026-04-13
MGK
VANGUARD WORLD FD
0.88%
Shares804
Event2026-03-31
Filed2026-04-13
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-13
HDV
ISHARES TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-13
UNH
UNITEDHEALTH GROUP INC
0.91%
Shares1.0K
Event2026-03-31
Filed2026-04-13
KO
COCA COLA CO
28.20%
Shares3.9K
Event2026-03-31
Filed2026-04-13
PLTR
PALANTIR TECHNOLOGIES INC
29.10%
Shares2.3K
Event2026-03-31
Filed2026-04-13
VCR
VANGUARD WORLD FD
0.00%
Shares786
Event2026-03-31
Filed2026-04-13
GLDM
WORLD GOLD TR
-1.14%
Shares3.1K
Event2026-03-31
Filed2026-04-13
AXP
AMERICAN EXPRESS CO
-17.78%
Shares902
Event2026-03-31
Filed2026-04-13
ULST
SSGA ACTIVE ETF TR
New
Shares7.0K
Event2026-03-31
Filed2026-04-13
AEP
AMERICAN ELEC PWR CO INC
-1.35%
Shares2.0K
Event2026-03-31
Filed2026-04-13
URI
UNITED RENTALS INC
-0.27%
Shares363
Event2026-03-31
Filed2026-04-13
XJUN
FIRST TR EXCHNG TRADED FD VI
-0.27%
Shares6.4K
Event2026-03-31
Filed2026-04-13
REGN
REGENERON PHARMACEUTICALS
8.79%
Shares359
Event2026-03-31
Filed2026-04-13
MCHP
MICROCHIP TECHNOLOGY INC.
2.39%
Shares3.9K
Event2026-03-31
Filed2026-04-13
SCHK
SCHWAB STRATEGIC TR
0.00%
Shares8.4K
Event2026-03-31
Filed2026-04-13
SCHG
SCHWAB STRATEGIC TR
11.79%
Shares8.9K
Event2026-03-31
Filed2026-04-13
VFH
VANGUARD WORLD FD
-21.21%
Shares2.1K
Event2026-03-31
Filed2026-04-13
SPGI
S&P GLOBAL INC
-2.02%
Shares630
Event2026-03-31
Filed2026-04-13
ONEQ
FIDELITY COMWLTH TR
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-13
LRGF
ISHARES TR
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-13
XT
ISHARES TR
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-13
LGLV
SPDR SERIES TRUST
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
NOC
NORTHROP GRUMMAN CORP
New
Shares369
Event2026-03-31
Filed2026-04-13
DHR
DANAHER CORP DEL
0.15%
Shares1.3K
Event2026-03-31
Filed2026-04-13
TJX
TJX COS INC NEW
5.09%
Shares1.5K
Event2026-03-31
Filed2026-04-13
IMCV
ISHARES TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-13
NFLX
NETFLIX INC.
New
Shares2.4K
Event2026-03-31
Filed2026-04-13
BIBL
NORTHERN LTS FD TR IV
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-13
INTC
INTEL CORP
New
Shares3.8K
Event2026-03-31
Filed2026-04-13
SXI
STANDEX INTL CORP
New
Shares840
Event2026-03-31
Filed2026-04-13
SHW
SHERWIN WILLIAMS CO
7.40%
Shares682
Event2026-03-31
Filed2026-04-13
VLO
VALERO ENERGY CORP
New
Shares971
Event2026-03-31
Filed2026-04-13
GS
GOLDMAN SACHS GROUP INC
7.79%
Shares249
Event2026-03-31
Filed2026-04-13
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-2.80%
Shares1.5K
Event2026-03-31
Filed2026-04-13
ESGV
VANGUARD WORLD FD
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-13
NOBL
PROSHARES TR
4.10%
Shares2.0K
Event2026-03-31
Filed2026-04-13
SPDW
SPDR INDEX SHS FDS
New
Shares4.5K
Event2026-03-31
Filed2026-04-13
BBAG
J P MORGAN EXCHANGE TRADED F
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-13
COP
CONOCOPHILLIPS
New
Shares1.8K
Event2026-03-31
Filed2026-04-13
MA
MASTERCARD INCORPORATED
2.88%
Shares428
Event2026-03-31
Filed2026-04-13
TPL
TEXAS PACIFIC LAND CORPORATI
New
Shares567
Event2026-03-31
Filed2026-04-13
DFUS
DIMENSIONAL ETF TRUST
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-13
KLAC
KLA CORP
New
Shares124
Event2026-03-31
Filed2026-04-13
MUNY
VANGUARD NY TAX FREE FDS
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
IHF
ISHARES TR
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-13
BBDC
BARINGS BDC INC
0.00%
Shares10.3K
Event2026-03-31
Filed2026-04-13
PLUG
PLUG PWR INC
20.19%
Shares12.6K
Event2026-03-31
Filed2026-04-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available