Equal-WT
WhaleScore 2.0
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Bouchey Financial Group LTD is based out of Troy. Bouchey Financial Group LTD is a large advisory firm with 963 clients and discretionary assets under management (AUM) of $823,556,043 (Form ADV from 2023-09-14). Their last reported 13F filing for Q4 2023 included $933,543,947 in managed 13F securities
and a top 10 holdings concentration of 65.01%. Bouchey Financial Group LTD's largest holding is Invesco QQQ Trust, Series 1 with shares held of 384,860. Whalewisdom has at least 45 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VO VANGUARD MID-CAP IND | 2.66% |
DJUL FT Cboe Vest U.S. Eq | 1.71% |
SCHI Schwab 5-10 Year Cor | 1.65% |
VCSH VANGUARD SHORT-TERM | 1.61% |
DUHP Dimensional US High | 1.24% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
REGL ProShares S&P MidCap | 3.54% |
TOTL SPDR DoubleLine Tota | 3.21% |
DFAS Dimensional U.S. Sma | 1.43% |
XDEC FT Cboe Vest U.S. Eq | 1.15% |
AGG iShares Core U.S. Ag | 0.94% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
QQQ Invesco QQQ Trust, S | 16.88% |
SCHB Schwab U.S. Broad Ma | 14.27% |
SCHD Schwab U.S. Dividend | 6.24% |
AAPL Apple Inc | 5.54% |
DUHP Dimensional US High | 4.81% |
2023-12-31
13F Activity
Market Value | $0.93b, Prior: $0.82b |
New Purchases | 16 stocks |
Added To | 38 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 50 stocks |
Top 10 Holdings % | 65.01% |
Turnover %[1] | 15.44% |
Turnover Alt %[2] | 10.15% |
Time Held Top 20 | 9.35 quarters |
Time Held Top 10 | 13.1 quarters |
Time Held All | 12.74 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31