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BOUCHEY FINANCIAL GROUP LTD

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TROY NY Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance