Bouchey Financial Group Ltd

Q3 2025 13F-HR Holdings

Location
Troy, NY
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
152
Total value ($000)
$1,297,423
Net value change ($000)
+94,663 (7.9%)
New positions
15
Sold out positions
5
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQ 17,747 8.5%
SCHB 16,651 8.4%
AAPL 14,538 23.9%
DUHP 5,484 7.3%
DGRW 4,442 6.1%
SCHD 3,789 4.7%
AGG 3,647 5.5%
DFAS 2,241 8.9%
JCPB 2,101 6.1%
VO 1,867 5.9%
Top Reduces (Value $000, Stocks/ETFs)
TSLX -720 -100.0%
FDS -240 -100.0%
KO -218 -100.0%
BKNG -208 -100.0%
SCHO -204 -100.0%
PM -161 -11.6%
PAYX -98 -17.2%
IBM -63 -6.8%
AMZN -53 -0.2%
HON -48 -10.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type