13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001599054
Total reported value
$1.5B
$1.5B
148 檔
39.0%
The Q4 2024 SEC filing reveals that Bouchey Financial Group, Ltd. held a total portfolio value of $1.5B, covering 148 public equity positions.
During Q4 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 | 16.95% | +0.38% | -0.28% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 16.20% | -0.18% | +213.45% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.00% | -4.29% | +259.28% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.34% | -0.18% | +3.38% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.24% | -0.35% | -6.77% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.03% | -2.28% | +11.57% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.47% | -4.47% | +45.27% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.58% | -0.11% | +8.31% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.55% | — | +139.03% | |
| 10 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 2.32% | -0.11% | EXIT | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.26% | — | +38.89% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | -0.19% | -8.72% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.23% | -0.23% | +7.20% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.15% | — | +0.38% | |
| 15 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.08% | -0.77% | +161.27% | |
| 16 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.81% | +0.29% | -50.67% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.65% | -0.05% | -34.89% | |
| 18 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.31% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | -0.05% | -3.84% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.93% | +0.09% | -2.13% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | -0.04% | -2.44% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.75% | — | +95.01% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.66% | -0.09% | -3.95% | |
| 24 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.60% | — | -63.12% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | +0.08% | -0.89% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.48% | — | +17.44% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +1.61% | +4.48% | |
| 28 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.44% | -0.05% | -71.26% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.02% | +0.18% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | -0.02% | -3.85% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.26% | — | -2.46% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.03% | -2.08% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.02% | +1.96% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.01% | +8.20% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | -0.01% | +0.68% | |
| 36 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.16% | -0.01% | -18.97% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | +198.36% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.02% | +12.17% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | — | +5.76% | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.14% | -0.02% | -3.12% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.14% | -0.02% | — | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.12% | -0.01% | — | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.11% | — | -3.07% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | +0.03% | +3.00% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.10% | — | +4.11% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.09% | — | +200.00% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.02% | +5.83% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.08% | -0.01% | +0.04% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.01% | -2.98% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | — | -19.51% |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHB, SCHD) accounted for 39.0% of total reported equity market value during Q4 2024.
During Q4 2024, Bouchey Financial Group, Ltd.'s top holdings by market value included QQQ (16.9%)、SCHB (16.2%)、SCHD (7.0%). The largest single position, QQQ, represented 16.9% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.