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CIK: 0001599054
Total reported value
$1.5B
$1.5B
138 檔
37.3%
In Q1 2025, Bouchey Financial Group, Ltd.'s U.S. equity holdings reached a combined market value of $1.5B, distributed across 138 disclosed stock positions.
In Q1 2025, Bouchey Financial Group, Ltd. displayed an active expansion posture, initiating 78 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 16.02% | +0.38% | -0.23% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 16.00% | -0.18% | +0.89% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.55% | -4.29% | +2.06% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.23% | -0.35% | -1.95% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.22% | -2.28% | +1.84% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.82% | -0.18% | +0.23% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.86% | -4.47% | +3.25% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.88% | — | +6.78% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.62% | -0.11% | +0.40% | |
| 10 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 2.41% | -0.11% | EXIT | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.40% | — | +1.71% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.33% | -0.23% | +2.45% | |
| 13 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.29% | -0.77% | +4.85% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.11% | — | +3.33% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | -0.19% | +0.43% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.85% | -0.05% | +2.49% | |
| 17 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.59% | +0.29% | -6.80% | |
| 18 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.35% | — | +2.22% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | -0.05% | -4.44% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.77% | +0.09% | -7.67% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.04% | -2.93% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.69% | -0.09% | -0.20% | |
| 23 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.65% | — | +4.86% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.62% | — | -10.89% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.54% | — | +7.83% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | +1.61% | +7.26% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.08% | -2.27% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.02% | +0.22% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.02% | +507.88% | |
| 30 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.41% | -0.05% | -10.60% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | -0.02% | -1.78% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.03% | +42.87% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | — | -5.46% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.20% | -0.02% | +1.43% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | +1.19% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.16% | — | -0.12% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | — | +1.43% | |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.15% | -0.02% | -0.83% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.01% | -1.24% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.15% | -0.02% | — | |
| 41 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.13% | -0.01% | -22.69% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.13% | -0.01% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.02% | -3.80% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.02% | +5.64% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.11% | — | +19.64% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.11% | — | -0.64% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.09% | — | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.09% | — | -1.58% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.09% | -0.01% | +0.02% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | +0.01% | -1.45% |
According to official SEC Form 13F filings, Bouchey Financial Group, Ltd. reported a total U.S. public equity portfolio value of $1.5B across 138 disclosed positions in Q1 2025.
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 37.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
DUHP
市值: $69.0M
Top Position Liquidated / Trimmed
MGV
前期市值: $29.8M
During Q1 2025, Bouchey Financial Group, Ltd.'s top holdings by market value included QQQ (16.0%)、SCHB (16.0%)、SCHD (7.5%). The largest single position, QQQ, represented 16.0% of total portfolio value.
In Q1 2025, Bouchey Financial Group, Ltd. made 155 total portfolio adjustments, initiating 78 new buys, adding to 39 positions, trimming 20 holdings, and fully liquidating 18 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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