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Portfolio (Quarterly) Guide ↗

Bouchey Financial Group Ltd

· CIK 0001599054
13F Portfolio $1.4B AUM 173 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 69 Added 31 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SCHR SCHWAB STRATEGIC TR 1,416,984 $35.5M 2.67% SOLD
2 PAYX PAYCHEX INC Industrials 3,713 $416K 0.03% SOLD
3 VB VANGUARD INDEX FDS 1,562 $403K 0.03% SOLD
4 ORCL ORACLE CORP Technology 1,353 $264K 0.02% SOLD
5 CRWD CROWDSTRIKE HLDGS INC Technology 469 $220K 0.02% SOLD
6 TMO THERMO FISHER SCIENTIFIC INC Healthcare 358 $208K 0.02% SOLD
Sector Allocation
Financial Services 43.1%
Technology 33.1%
Consumer Cyclical 11.7%
Communication Services 2.9%
Industrials 2.7%
Healthcare 2.3%
Consumer Defensive 1.6%
Energy 1.2%
Utilities 0.6%
Basic Materials 0.5%