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CIK: 0001599054
Total reported value
$1.5B
$1.5B
153 檔
37.0%
During the Q3 2024 filing period, Bouchey Financial Group, Ltd. (CIK: 0001599054) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 153 reported positions.
During Q3 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 | 16.61% | +0.38% | -0.12% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 15.49% | -0.18% | +2.21% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.04% | -0.35% | -2.05% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.17% | -4.29% | +8.27% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.84% | -0.18% | -0.87% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.58% | -2.28% | +5.58% | |
| 7 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.77% | +0.29% | -12.05% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.29% | -4.47% | +15.21% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 2.90% | -0.05% | -8.04% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.43% | -0.11% | +5.40% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.27% | — | +26.67% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.19% | -0.23% | +2.14% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.18% | — | +2.12% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | -0.19% | -2.54% | |
| 15 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.71% | -0.77% | +10.55% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.69% | — | +11.28% | |
| 17 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.68% | — | -14.19% | |
| 18 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 1.55% | -0.05% | -4.21% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | -0.05% | -0.70% | |
| 20 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 1.32% | -0.11% | EXIT | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.92% | +0.09% | -0.21% | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.85% | — | -11.06% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | -0.04% | -1.25% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.78% | — | -0.92% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.73% | -0.09% | -1.71% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | +0.08% | +0.52% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +1.61% | +0.31% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.02% | -0.06% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | -0.02% | -1.10% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | — | -0.20% | |
| 31 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.20% | -0.01% | -14.83% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.03% | -3.79% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.20% | -0.02% | +0.47% | |
| 34 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.19% | -0.02% | EXIT | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.16% | -0.02% | -6.22% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.01% | +1.34% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | — | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.16% | — | +0.71% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.15% | -0.02% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.01% | -2.26% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.13% | -0.01% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.02% | +3.30% | |
| 43 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 0.11% | -0.03% | EXIT | |
| 44 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.11% | — | +30.86% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.10% | — | -30.51% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.02% | -4.98% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.10% | — | -0.34% | |
| 48 | XJUL | Ft Vest US Equity Enhance & | ETF-Other | 0.09% | -0.03% | EXIT | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.09% | -0.01% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | +0.01% | -0.17% |
According to official SEC Form 13F filings, Bouchey Financial Group, Ltd. reported a total U.S. public equity portfolio value of $1.5B across 153 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHB, DGRW) accounted for 37.0% of total reported equity market value during Q3 2024.
During Q3 2024, Bouchey Financial Group, Ltd.'s top holdings by market value included QQQ (16.6%)、SCHB (15.5%)、DGRW (7.0%). The largest single position, QQQ, represented 16.6% of total portfolio value.
In Q3 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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