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CIK: 0001599054
Total reported value
$1.5B
$1.5B
148 檔
34.7%
At the close of Q2 2024, Bouchey Financial Group, Ltd. disclosed equity holdings valued at approximately $1.5B, spread across 148 reported holdings.
During Q2 2024, Bouchey Financial Group, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 17.35% | +0.38% | -2.06% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 15.23% | -0.18% | +4.43% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.16% | -0.35% | +87.30% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.66% | -0.18% | +5.94% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.59% | -4.29% | -7.35% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.27% | -2.28% | +3.53% | |
| 7 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.43% | +0.29% | +0.42% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 3.17% | -0.05% | -4.09% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.91% | -4.47% | +7.32% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | -0.19% | +12.31% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.25% | -0.11% | -11.37% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.17% | -0.23% | +2.16% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.11% | — | -15.11% | |
| 14 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 2.06% | — | +4.46% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.84% | — | -8.87% | |
| 16 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 1.66% | -0.05% | — | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.57% | — | +3.88% | |
| 18 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.57% | -0.77% | +3.38% | |
| 19 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 1.44% | -0.11% | EXIT | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | -0.05% | -1.11% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.00% | — | -14.19% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.96% | +0.09% | -1.64% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | -0.04% | -0.81% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.77% | — | -0.71% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.76% | -0.09% | -3.99% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.08% | -0.89% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | +1.61% | +3.43% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | — | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | -0.02% | -0.12% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.26% | — | +0.01% | |
| 31 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.25% | -0.01% | -6.49% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.03% | +823.23% | |
| 33 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.21% | -0.02% | EXIT | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.02% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.01% | -2.19% | |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.17% | -0.02% | -1.91% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.01% | -1.32% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.16% | — | +0.58% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | -0.87% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | — | -4.98% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.14% | -0.02% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.02% | -2.69% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.13% | -0.01% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.02% | -2.69% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.01% | -4.59% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.10% | — | — | |
| 47 | NUE | Nucor CORP | Stock-Materials | 0.09% | +0.01% | +0.15% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | +1.67% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.09% | — | +2.45% | |
| 50 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.09% | — | +22.14% |
According to official SEC Form 13F filings, Bouchey Financial Group, Ltd. reported a total U.S. public equity portfolio value of $1.5B across 148 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHB, DGRW) accounted for 34.7% of total reported equity market value during Q2 2024.
During Q2 2024, Bouchey Financial Group, Ltd.'s top holdings by market value included QQQ (17.4%)、SCHB (15.2%)、DGRW (7.2%). The largest single position, QQQ, represented 17.4% of total portfolio value.
In Q2 2024, Bouchey Financial Group, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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