Sponsored

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

Currently, Bouchey Financial Group, Ltd. holds 191 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in BOND (+545.9K shares, valued at $50.3M), AIPO (+1.2M shares, valued at $41.5M), PVAL (+772.5K shares, valued at $39.4M); decreased their positions in SCHD (-1.8M shares, valued at $58.4M), N/A (-589.3K shares, valued at $58.3M), DUHP (-767.6K shares, valued at $32.0M); initiated new positions in BOND (+545.9K shares, valued at $50.3M), AIPO (+1.2M shares, valued at $41.5M), PVAL (+772.5K shares, valued at $39.4M).

1M P&L

+6.1M+0.42%

3M P&L

+45.2M+3.19%

HY P&L

-10.1M-0.68%

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/A1.2B

86.2%

2Consumer Electronics74.5M

5.1%

3Software - Infrastructure31.8M

2.2%

Top Industries by Stock Count

1N/A85 stocks

53.5%

2Semiconductors9 stocks

5.7%

3Drug Manufacturers - General4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQM INVESCO EXCH TRADED FD TR II588.0K shares-4.15%2026-06-302026-07-27

VOO VANGUARD INDEX FDS253.3K shares3.49%2026-06-302026-07-27

QQQ INVESCO QQQ TR147.5K shares-0.60%2026-06-302026-07-27

DGRW WISDOMTREE TR885.3K shares1.23%2026-06-302026-07-27

AAPL APPLE INC257.5K shares-1.32%2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR2.4M shares-1.12%2026-06-302026-07-27

FTCB FIRST TR EXCHANGE-TRADED FD2.9M shares55.11%2026-06-302026-07-27

JCPB J P MORGAN EXCHANGE TRADED F1.3M shares38.15%2026-06-302026-07-27

Sponsored

DUHP DIMENSIONAL ETF TRUST1.4M shares-35.52%2026-06-302026-07-27

SMH VANECK ETF TRUST82.6K shares0.92%2026-06-302026-07-27

BOND PIMCO ETF TR545.9K sharesnew addition2026-06-302026-07-27

AIPO TIDAL TRUST II1.2M sharesnew addition2026-06-302026-07-27

PVAL PUTNAM ETF TRUST772.5K sharesnew addition2026-06-302026-07-27

VO VANGUARD INDEX FDS473.8K shares301.12%2026-06-302026-07-27

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST468.7K sharesnew addition2026-06-302026-07-27

BUFR FIRST TR EXCHNG TRADED FD VI931.9K sharesnew addition2026-06-302026-07-27

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F551.0K shares4.09%2026-06-302026-07-27

MSFT MICROSOFT CORP82.9K shares480.10%2026-06-302026-07-27

RSPT INVESCO EXCHANGE TRADED FD T471.4K shares-0.51%2026-06-302026-07-27

AMZN AMAZON COM INC117.8K shares1.22%2026-06-302026-07-27

SCHI SCHWAB STRATEGIC TR1.2M shares-21.51%2026-06-302026-07-27

ISHARES TR ISHARES TR182.8K shares-76.33%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T23.7K shares-0.54%2026-06-302026-07-27

HODL VANECK BITCOIN ETF983.6K shares2.72%2026-06-302026-07-27

Sponsored

SCHD SCHWAB STRATEGIC TR515.0K shares-78.15%2026-06-302026-07-27

VGT VANGUARD WORLD FD106.0K shares689.59%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS29.3K shares-2.09%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR48.1K shares-1.81%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS94.8K shares-4.92%2026-06-302026-07-27

NVDA NVIDIA CORPORATION31.5K shares10.86%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC5.1K shares4.91%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL9.0K shares4.96%2026-06-302026-07-27

Sponsored

GMAR FIRST TR EXCHNG TRADED FD VI97.1K shares-7.55%2026-06-302026-07-27

GOOGL ALPHABET INC11.6K shares8.03%2026-06-302026-07-27

IWM ISHARES TR12.6K shares0.01%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T15.5K shares-0.78%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.5K shares2.07%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS17.5K shares0.00%2026-06-302026-07-27

BROADCOM INC BROADCOM INC7.2K shares15.81%2026-06-302026-07-27

GOOG ALPHABET INC7.6K shares11.73%2026-06-302026-07-27

Sponsored

AMD ADVANCED MICRO DEVICES INC4.4K shares5.74%2026-06-302026-07-27

SCHX SCHWAB STRATEGIC TR76.3K shares-2.09%2026-06-302026-07-27

TSLA TESLA INC5.2K shares16.57%2026-06-302026-07-27

UNP UNION PAC CORP8.0K shares3.92%2026-06-302026-07-27

SCHA SCHWAB STRATEGIC TR55.4K shares-7.01%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON7.6K shares-0.91%2026-06-302026-07-27

SDY SPDR SERIES TRUST11.0K shares-8.33%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC12.9K shares10.14%2026-06-302026-07-27

Sponsored

LLY ELI LILLY & CO1.2K shares1.55%2026-06-302026-07-27

BAC BANK OF AMER CORP24.7K shares3.38%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC7.7K shares3.53%2026-06-302026-07-27

NUE NUCOR CORP6.2K shares0.54%2026-06-302026-07-27

SCHM SCHWAB STRATEGIC TR36.0K shares-7.70%2026-06-302026-07-27

TOTL SSGA ACTIVE ETF TR33.0K shares-6.79%2026-06-302026-07-27

GE GE AEROSPACE3.5K shares15.96%2026-06-302026-07-27

VTEB VANGUARD MUN BD FDS24.7K shares4.91%2026-06-302026-07-27

Sponsored

HD HOME DEPOT INC3.4K shares19.04%2026-06-302026-07-27

GOCT FIRST TR EXCHNG TRADED FD VI27.4K shares-93.91%2026-06-302026-07-27

ISHARES TR ISHARES TR1.5K shares0.00%2026-06-302026-07-27

TRTX TPG RE FIN TR INC126.8K shares93.19%2026-06-302026-07-27

ABBVIE INC ABBVIE INC4.3K shares-7.74%2026-06-302026-07-27

VUSB VANGUARD BD INDEX FDS21.0K shares-5.61%2026-06-302026-07-27

MCD MCDONALDS CORP3.8K shares2.80%2026-06-302026-07-27

EA SERIES TRUST EA SERIES TRUST17.8K shares0.00%2026-06-302026-07-27

Sponsored

VNQ VANGUARD INDEX FDS10.4K shares0.00%2026-06-302026-07-27

GEV GE VERNOVA INC841 shares10.22%2026-06-302026-07-27

LRCX LAM RESEARCH CORP2.2K shares14.64%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS3.3K shares8.45%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC2.7K shares4.14%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC1.6K shares-0.44%2026-06-302026-07-27

VXF VANGUARD INDEX FDS3.6K shares0.00%2026-06-302026-07-27

IJR ISHARES TR5.7K shares0.00%2026-06-302026-07-27

Sponsored

VISA INC VISA INC2.4K shares15.52%2026-06-302026-07-27

IGM ISHARES TR5.1K shares0.00%2026-06-302026-07-27

HACK AMPLIFY ETF TR7.6K shares0.00%2026-06-302026-07-27

ET ENERGY TRANSFER L P41.4K shares0.00%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC1.1K shares25.26%2026-06-302026-07-27

CAT CATERPILLAR INC727 shares-43.99%2026-06-302026-07-27

AMGN AMGEN INC1.9K shares6.19%2026-06-302026-07-27

INTC INTEL CORP5.0K shares32.13%2026-06-302026-07-27

Sponsored

USMV ISHARES TR7.2K shares0.00%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX F8.2K shares0.00%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP5.0K shares0.58%2026-06-302026-07-27

MO ALTRIA GROUP INC9.4K shares12.86%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC2.2K sharesnew addition2026-06-302026-07-27

WFC WELLS FARGO & CO8.0K shares5.87%2026-06-302026-07-27

VTV VANGUARD INDEX FDS2.9K shares-3.83%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC7.0K shares0.51%2026-06-302026-07-27

Sponsored

LMT LOCKHEED MARTIN CORP1.2K shares-2.82%2026-06-302026-07-27

EPS WISDOMTREE TR7.8K shares0.00%2026-06-302026-07-27

TQQQ PROSHARES TR7.4K shares-0.13%2026-06-302026-07-27

MPLX MPLX LP10.6K shares0.00%2026-06-302026-07-27

ILCG ISHARES TR5.1K shares0.00%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION2.9K shares7.12%2026-06-302026-07-27

PULS PGIM ETF TR10.9K shares-27.01%2026-06-302026-07-27

MS MORGAN STANLEY2.6K shares8.89%2026-06-302026-07-27

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.2K shares23.83%2026-06-302026-07-27

DE DEERE & CO812 shares9.29%2026-06-302026-07-27

WMT WALMART INC4.5K shares-2.81%2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR3.2K shares-57.09%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC11.9K shares-11.62%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares1.07%2026-06-302026-07-27

PG PROCTER & GAMBLE CO3.4K shares-14.47%2026-06-302026-07-27

XOCT FIRST TR EXCHNG TRADED FD VI12.4K shares-98.38%2026-06-302026-07-27

Sponsored

DFAS DIMENSIONAL ETF TRUST5.9K shares-0.45%2026-06-302026-07-27

VUG VANGUARD INDEX FDS5.6K shares500.00%2026-06-302026-07-27

MRK MERCK & CO INC3.7K shares13.68%2026-06-302026-07-27

IWR ISHARES TR4.2K shares0.00%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION499 shares-8.78%2026-06-302026-07-27

MUB ISHARES TR4.3K shares0.00%2026-06-302026-07-27

XLF SELECT SECTOR SPDR TR8.2K shares-7.88%2026-06-302026-07-27

URI UNITED RENTALS INC379 shares4.41%2026-06-302026-07-27

Sponsored

KLAC KLA CORP1.4K shares1038.71%2026-06-302026-07-27

CVX CHEVRON CORPORATION2.6K shares-5.61%2026-06-302026-07-27

ALL ALLSTATE CORP1.7K shares8.48%2026-06-302026-07-27

KEY KEYCORP17.0K shares-0.23%2026-06-302026-07-27

VV VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-07-27

KO COCA COLA CO4.8K shares22.80%2026-06-302026-07-27

MDY STATE STR SPDR S&P MIDCAP 40536 shares0.00%2026-06-302026-07-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL391 sharesnew addition2026-06-302026-07-27

Sponsored

IWL ISHARES TR2.0K shares-9.11%2026-06-302026-07-27

AIVL WISDOMTREE TR2.8K shares0.00%2026-06-302026-07-27

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.4.0K shares3.13%2026-06-302026-07-27

SOXL DIREXION SHARES ETF TRUST1.4K sharesnew addition2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.07%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO1.1K shares16.85%2026-06-302026-07-27

CBU COMMUNITY FINANCIAL SYSTEM I5.3K shares0.44%2026-06-302026-07-27

MGK VANGUARD WORLD FD4.0K shares400.00%2026-06-302026-07-27

Sponsored

TXN TEXAS INSTRS INC1.2K sharesnew addition2026-06-302026-07-27

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC439 sharesnew addition2026-06-302026-07-27

GSEW GOLDMAN SACHS ETF TR3.5K shares-2.22%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F5.5K shares0.00%2026-06-302026-07-27

PEP PEPSICO INC2.4K shares-9.88%2026-06-302026-07-27

VCR VANGUARD WORLD FD802 shares2.04%2026-06-302026-07-27

HDV ISHARES TR11.3K shares397.80%2026-06-302026-07-27

GDEC FIRST TR EXCHNG TRADED FD VI7.8K shares-72.78%2026-06-302026-07-27

Sponsored

ANET ARISTA NETWORKS INC1.8K shares17.10%2026-06-302026-07-27

ONEQ FIDELITY COMWLTH TR2.9K shares0.00%2026-06-302026-07-27

SCHK SCHWAB STRATEGIC TR8.4K shares0.00%2026-06-302026-07-27

AEP AMERICAN ELEC PWR CO INC2.2K shares7.71%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR8.9K shares0.00%2026-06-302026-07-27

SXI STANDEX INTL CORP840 shares0.00%2026-06-302026-07-27

XT ISHARES TR3.6K shares0.00%2026-06-302026-07-27

SNDK SANDISK CORP130 sharesnew addition2026-06-302026-07-27

Sponsored

GS GOLDMAN SACHS GROUP INC280 shares12.45%2026-06-302026-07-27

LRGF ISHARES TR3.7K shares0.00%2026-06-302026-07-27

DHR DANAHER CORP DEL1.5K shares11.33%2026-06-302026-07-27

ABT ABBOTT LABORATORIES3.0K shares0.26%2026-06-302026-07-27

TPL TEXAS PACIFIC LAND CORPORATI618 shares8.99%2026-06-302026-07-27

ULST SSGA ACTIVE ETF TR6.7K shares-4.14%2026-06-302026-07-27

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V950 sharesnew addition2026-06-302026-07-27

QCOM QUALCOMM INC1.4K sharesnew addition2026-06-302026-07-27

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.3K shares-2.11%2026-06-302026-07-27

VLO VALERO ENERGY CORP1.0K shares4.63%2026-06-302026-07-27

S&P GLOBAL INC S&P GLOBAL INC640 shares1.59%2026-06-302026-07-27

ESGV VANGUARD WORLD FD2.0K shares4.66%2026-06-302026-07-27

IMCV ISHARES TR2.8K shares0.00%2026-06-302026-07-27

LGLV SPDR SERIES TRUST1.4K shares0.00%2026-06-302026-07-27

IHF ISHARES TR4.6K shares2.09%2026-06-302026-07-27

BKAG BNY MELLON ETF TRUST5.9K sharesnew addition2026-06-302026-07-27

Sponsored

3M CO 3M CO1.5K sharesnew addition2026-06-302026-07-27

VFH VANGUARD WORLD FD1.8K shares-14.27%2026-06-302026-07-27

TJX TJX COS INC NEW1.6K shares6.99%2026-06-302026-07-27

SHW SHERWIN WILLIAMS CO700 shares2.64%2026-06-302026-07-27

DFUS DIMENSIONAL ETF TRUST2.9K shares0.00%2026-06-302026-07-27

WORLD GOLD TR WORLD GOLD TR3.0K shares-4.18%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED456 shares6.54%2026-06-302026-07-27

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC708 sharesnew addition2026-06-302026-07-27

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC1.0K sharesnew addition2026-06-302026-07-27

ORACLE CORP ORACLE CORP1.6K sharesnew addition2026-06-302026-07-27

SPDW SPDR INDEX SHS FDS4.5K shares0.00%2026-06-302026-07-27

TRST TRUSTCO BK CORP N Y4.1K sharesnew addition2026-06-302026-07-27

NOBL PROSHARES TR4.1K shares100.00%2026-06-302026-07-27

QQEW FIRST TR EXCHANGE-TRADED FD1.4K sharesnew addition2026-06-302026-07-27

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.0K sharesnew addition2026-06-302026-07-27

REGN REGENERON PHARMACEUTICALS359 shares0.00%2026-06-302026-07-27

Sponsored

BIBL NORTHERN LTS FD TR IV3.8K shares-19.48%2026-06-302026-07-27

MUNY VANGUARD NY TAX FREE FDS2.1K shares5.78%2026-06-302026-07-27

BBAG J P MORGAN EXCHANGE TRADED F4.7K shares-0.70%2026-06-302026-07-27

AXON AXON ENTERPRISE INC383 sharesnew addition2026-06-302026-07-27

T AT&T INC10.3K shares-16.44%2026-06-302026-07-27

BKNG BOOKING HOLDINGS INC1.2K sharesnew addition2026-06-302026-07-27

DFAC DIMENSIONAL ETF TRUST4.8K sharesnew addition2026-06-302026-07-27

ROK ROCKWELL AUTOMATION INC425 sharesnew addition2026-06-302026-07-27

Sponsored

TMO THERMO FISHER SCIENTIFIC INC409 sharesnew addition2026-06-302026-07-27

BK BANK OF NY MELLON CORP1.4K sharesnew addition2026-06-302026-07-27

ADI ANALOG DEVICES INC515 sharesnew addition2026-06-302026-07-27

APPLOVIN CORP APPLOVIN CORP395 sharesnew addition2026-06-302026-07-27

ED CONSOLIDATED EDISON INC1.8K sharesnew addition2026-06-302026-07-27

RDW REDWIRE CORPORATION11.5K sharesnew addition2026-06-302026-07-27

BBDC BARINGS BDC INC10.3K shares0.00%2026-06-302026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

-4.15%

Shares588.0K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

3.49%

Shares253.3K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-0.60%

Shares147.5K

Event2026-06-30

Filed2026-07-27

DGRW

WISDOMTREE TR

1.23%

Shares885.3K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-1.32%

Shares257.5K

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

-1.12%

Shares2.4M

Event2026-06-30

Filed2026-07-27

FTCB

FIRST TR EXCHANGE-TRADED FD

55.11%

Shares2.9M

Event2026-06-30

Filed2026-07-27

JCPB

J P MORGAN EXCHANGE TRADED F

38.15%

Shares1.3M

Event2026-06-30

Filed2026-07-27

DUHP

DIMENSIONAL ETF TRUST

-35.52%

Shares1.4M

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

0.92%

Shares82.6K

Event2026-06-30

Filed2026-07-27

BOND

PIMCO ETF TR

New

Shares545.9K

Event2026-06-30

Filed2026-07-27

AIPO

TIDAL TRUST II

New

Shares1.2M

Event2026-06-30

Filed2026-07-27

PVAL

PUTNAM ETF TRUST

New

Shares772.5K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

301.12%

Shares473.8K

Event2026-06-30

Filed2026-07-27

ROUNDHILL ETF TRUST

New

Shares468.7K

Event2026-06-30

Filed2026-07-27

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares931.9K

Event2026-06-30

Filed2026-07-27

JEPI

J P MORGAN EXCHANGE TRADED F

4.09%

Shares551.0K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

480.10%

Shares82.9K

Event2026-06-30

Filed2026-07-27

RSPT

INVESCO EXCHANGE TRADED FD T

-0.51%

Shares471.4K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

1.22%

Shares117.8K

Event2026-06-30

Filed2026-07-27

SCHI

SCHWAB STRATEGIC TR

-21.51%

Shares1.2M

Event2026-06-30

Filed2026-07-27

ISHARES TR

-76.33%

Shares182.8K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-0.54%

Shares23.7K

Event2026-06-30

Filed2026-07-27

HODL

VANECK BITCOIN ETF

2.72%

Shares983.6K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

-78.15%

Shares515.0K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

689.59%

Shares106.0K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-2.09%

Shares29.3K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

-1.81%

Shares48.1K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

-4.92%

Shares94.8K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

10.86%

Shares31.5K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

4.91%

Shares5.1K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.96%

Shares9.0K

Event2026-06-30

Filed2026-07-27

GMAR

FIRST TR EXCHNG TRADED FD VI

-7.55%

Shares97.1K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

8.03%

Shares11.6K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

0.01%

Shares12.6K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

-0.78%

Shares15.5K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

2.07%

Shares8.5K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

15.81%

Shares7.2K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

11.73%

Shares7.6K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

5.74%

Shares4.4K

Event2026-06-30

Filed2026-07-27

SCHX

SCHWAB STRATEGIC TR

-2.09%

Shares76.3K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

16.57%

Shares5.2K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

3.92%

Shares8.0K

Event2026-06-30

Filed2026-07-27

SCHA

SCHWAB STRATEGIC TR

-7.01%

Shares55.4K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

-0.91%

Shares7.6K

Event2026-06-30

Filed2026-07-27

SDY

SPDR SERIES TRUST

-8.33%

Shares11.0K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

10.14%

Shares12.9K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

1.55%

Shares1.2K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

3.38%

Shares24.7K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

3.53%

Shares7.7K

Event2026-06-30

Filed2026-07-27

NUE

NUCOR CORP

0.54%

Shares6.2K

Event2026-06-30

Filed2026-07-27

SCHM

SCHWAB STRATEGIC TR

-7.70%

Shares36.0K

Event2026-06-30

Filed2026-07-27

TOTL

SSGA ACTIVE ETF TR

-6.79%

Shares33.0K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

15.96%

Shares3.5K

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS

4.91%

Shares24.7K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

19.04%

Shares3.4K

Event2026-06-30

Filed2026-07-27

GOCT

FIRST TR EXCHNG TRADED FD VI

-93.91%

Shares27.4K

Event2026-06-30

Filed2026-07-27

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

TRTX

TPG RE FIN TR INC

93.19%

Shares126.8K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

-7.74%

Shares4.3K

Event2026-06-30

Filed2026-07-27

VUSB

VANGUARD BD INDEX FDS

-5.61%

Shares21.0K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

2.80%

Shares3.8K

Event2026-06-30

Filed2026-07-27

EA SERIES TRUST

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

10.22%

Shares841

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

14.64%

Shares2.2K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

8.45%

Shares3.3K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

4.14%

Shares2.7K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

-0.44%

Shares1.6K

Event2026-06-30

Filed2026-07-27

VXF

VANGUARD INDEX FDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-27

VISA INC

15.52%

Shares2.4K

Event2026-06-30

Filed2026-07-27

IGM

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-27

HACK

AMPLIFY ETF TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-27

ENERGY TRANSFER L P

0.00%

Shares41.4K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

25.26%

Shares1.1K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

-43.99%

Shares727

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

6.19%

Shares1.9K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

32.13%

Shares5.0K

Event2026-06-30

Filed2026-07-27

USMV

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

0.58%

Shares5.0K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

12.86%

Shares9.4K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

5.87%

Shares8.0K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

-3.83%

Shares2.9K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

0.51%

Shares7.0K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

-2.82%

Shares1.2K

Event2026-06-30

Filed2026-07-27

EPS

WISDOMTREE TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-27

TQQQ

PROSHARES TR

-0.13%

Shares7.4K

Event2026-06-30

Filed2026-07-27

MPLX

MPLX LP

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-27

ILCG

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

7.12%

Shares2.9K

Event2026-06-30

Filed2026-07-27

PULS

PGIM ETF TR

-27.01%

Shares10.9K

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

8.89%

Shares2.6K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

23.83%

Shares1.2K

Event2026-06-30

Filed2026-07-27

DEERE & CO

9.29%

Shares812

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

-2.81%

Shares4.5K

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

-57.09%

Shares3.2K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

-11.62%

Shares11.9K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.07%

Shares1.0K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

-14.47%

Shares3.4K

Event2026-06-30

Filed2026-07-27

XOCT

FIRST TR EXCHNG TRADED FD VI

-98.38%

Shares12.4K

Event2026-06-30

Filed2026-07-27

DFAS

DIMENSIONAL ETF TRUST

-0.45%

Shares5.9K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

500.00%

Shares5.6K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

13.68%

Shares3.7K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

-8.78%

Shares499

Event2026-06-30

Filed2026-07-27

MUB

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

-7.88%

Shares8.2K

Event2026-06-30

Filed2026-07-27

URI

UNITED RENTALS INC

4.41%

Shares379

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP

1038.71%

Shares1.4K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

-5.61%

Shares2.6K

Event2026-06-30

Filed2026-07-27

ALL

ALLSTATE CORP

8.48%

Shares1.7K

Event2026-06-30

Filed2026-07-27

KEY

KEYCORP

-0.23%

Shares17.0K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

22.80%

Shares4.8K

Event2026-06-30

Filed2026-07-27

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares536

Event2026-06-30

Filed2026-07-27

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares391

Event2026-06-30

Filed2026-07-27

IWL

ISHARES TR

-9.11%

Shares2.0K

Event2026-06-30

Filed2026-07-27

AIVL

WISDOMTREE TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-27

MICROCHIP TECHNOLOGY INC.

3.13%

Shares4.0K

Event2026-06-30

Filed2026-07-27

SOXL

DIREXION SHARES ETF TRUST

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

16.85%

Shares1.1K

Event2026-06-30

Filed2026-07-27

CBU

COMMUNITY FINANCIAL SYSTEM I

0.44%

Shares5.3K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

400.00%

Shares4.0K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

CROWDSTRIKE HLDGS INC

New

Shares439

Event2026-06-30

Filed2026-07-27

GSEW

GOLDMAN SACHS ETF TR

-2.22%

Shares3.5K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

-9.88%

Shares2.4K

Event2026-06-30

Filed2026-07-27

VCR

VANGUARD WORLD FD

2.04%

Shares802

Event2026-06-30

Filed2026-07-27

HDV

ISHARES TR

397.80%

Shares11.3K

Event2026-06-30

Filed2026-07-27

GDEC

FIRST TR EXCHNG TRADED FD VI

-72.78%

Shares7.8K

Event2026-06-30

Filed2026-07-27

ANET

ARISTA NETWORKS INC

17.10%

Shares1.8K

Event2026-06-30

Filed2026-07-27

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-27

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-27

AEP

AMERICAN ELEC PWR CO INC

7.71%

Shares2.2K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-27

SXI

STANDEX INTL CORP

0.00%

Shares840

Event2026-06-30

Filed2026-07-27

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-27

SNDK

SANDISK CORP

New

Shares130

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

12.45%

Shares280

Event2026-06-30

Filed2026-07-27

LRGF

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-27

DHR

DANAHER CORP DEL

11.33%

Shares1.5K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

0.26%

Shares3.0K

Event2026-06-30

Filed2026-07-27

TPL

TEXAS PACIFIC LAND CORPORATI

8.99%

Shares618

Event2026-06-30

Filed2026-07-27

ULST

SSGA ACTIVE ETF TR

-4.14%

Shares6.7K

Event2026-06-30

Filed2026-07-27

NXP SEMICONDUCTORS N V

New

Shares950

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

-2.11%

Shares2.3K

Event2026-06-30

Filed2026-07-27

VLO

VALERO ENERGY CORP

4.63%

Shares1.0K

Event2026-06-30

Filed2026-07-27

S&P GLOBAL INC

1.59%

Shares640

Event2026-06-30

Filed2026-07-27

ESGV

VANGUARD WORLD FD

4.66%

Shares2.0K

Event2026-06-30

Filed2026-07-27

IMCV

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-27

LGLV

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

IHF

ISHARES TR

2.09%

Shares4.6K

Event2026-06-30

Filed2026-07-27

BKAG

BNY MELLON ETF TRUST

New

Shares5.9K

Event2026-06-30

Filed2026-07-27

3M CO

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

VFH

VANGUARD WORLD FD

-14.27%

Shares1.8K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

6.99%

Shares1.6K

Event2026-06-30

Filed2026-07-27

SHW

SHERWIN WILLIAMS CO

2.64%

Shares700

Event2026-06-30

Filed2026-07-27

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-27

WORLD GOLD TR

-4.18%

Shares3.0K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

6.54%

Shares456

Event2026-06-30

Filed2026-07-27

TRAVELERS COMPANIES INC

New

Shares708

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

SPDW

SPDR INDEX SHS FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-27

TRST

TRUSTCO BK CORP N Y

New

Shares4.1K

Event2026-06-30

Filed2026-07-27

NOBL

PROSHARES TR

100.00%

Shares4.1K

Event2026-06-30

Filed2026-07-27

QQEW

FIRST TR EXCHANGE-TRADED FD

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares359

Event2026-06-30

Filed2026-07-27

BIBL

NORTHERN LTS FD TR IV

-19.48%

Shares3.8K

Event2026-06-30

Filed2026-07-27

MUNY

VANGUARD NY TAX FREE FDS

5.78%

Shares2.1K

Event2026-06-30

Filed2026-07-27

BBAG

J P MORGAN EXCHANGE TRADED F

-0.70%

Shares4.7K

Event2026-06-30

Filed2026-07-27

AXON

AXON ENTERPRISE INC

New

Shares383

Event2026-06-30

Filed2026-07-27

AT&T INC

-16.44%

Shares10.3K

Event2026-06-30

Filed2026-07-27

BKNG

BOOKING HOLDINGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

DFAC

DIMENSIONAL ETF TRUST

New

Shares4.8K

Event2026-06-30

Filed2026-07-27

ROK

ROCKWELL AUTOMATION INC

New

Shares425

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares409

Event2026-06-30

Filed2026-07-27

BANK OF NY MELLON CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

New

Shares515

Event2026-06-30

Filed2026-07-27

APPLOVIN CORP

New

Shares395

Event2026-06-30

Filed2026-07-27

CONSOLIDATED EDISON INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-27

RDW

REDWIRE CORPORATION

New

Shares11.5K

Event2026-06-30

Filed2026-07-27

BBDC

BARINGS BDC INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available