BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
1-Year Return 10.23%
This Quarter Return
-16.23%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$624M
AUM Growth
-$122M
Cap. Flow
+$3.64M
Cap. Flow %
0.58%
Top 10 Hldgs %
65.4%
Holding
108
New
8
Increased
35
Reduced
10
Closed
27
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NKE icon
76
Nike
NKE
$109B
$269K 0.04%
2,631
-24
-0.9% -$2.45K
WFC icon
77
Wells Fargo
WFC
$254B
$262K 0.04%
6,687
IWR icon
78
iShares Russell Mid-Cap ETF
IWR
$44.5B
$261K 0.04%
4,035
BBDC icon
79
Barings BDC
BBDC
$985M
$96K 0.02%
10,276
KAL
80
DELISTED
Kalera Public Limited Company Ordinary Shares
KAL
$70K 0.01%
+119
New +$70K
SIRI icon
81
SiriusXM
SIRI
$8.08B
$64K 0.01%
1,043
AEP icon
82
American Electric Power
AEP
$57.6B
-2,114
Closed -$211K
AMGN icon
83
Amgen
AMGN
$152B
-981
Closed -$237K
AXP icon
84
American Express
AXP
$227B
-1,556
Closed -$291K
BA icon
85
Boeing
BA
$173B
-1,062
Closed -$203K
BMY icon
86
Bristol-Myers Squibb
BMY
$95.7B
-2,929
Closed -$214K
CBU icon
87
Community Bank
CBU
$3.17B
-3,107
Closed -$218K
CMCSA icon
88
Comcast
CMCSA
$125B
-5,450
Closed -$255K
DIS icon
89
Walt Disney
DIS
$212B
-2,065
Closed -$283K
FFEB icon
90
FT Vest US Equity Buffer ETF February
FFEB
$1.09B
-7,005
Closed -$268K
GE icon
91
GE Aerospace
GE
$297B
-5,454
Closed -$311K
IGM icon
92
iShares Expanded Tech Sector ETF
IGM
$8.78B
-5,070
Closed -$328K
JPST icon
93
JPMorgan Ultra-Short Income ETF
JPST
$33B
-9,366
Closed -$471K
KBE icon
94
SPDR S&P Bank ETF
KBE
$1.62B
-215,031
Closed -$11.3M
LGLV icon
95
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.1B
-1,400
Closed -$201K
MCHP icon
96
Microchip Technology
MCHP
$35.6B
-3,404
Closed -$256K
NVDA icon
97
NVIDIA
NVDA
$4.06T
-14,610
Closed -$399K
QCOM icon
98
Qualcomm
QCOM
$172B
-1,318
Closed -$201K
SPGI icon
99
S&P Global
SPGI
$164B
-554
Closed -$227K
SRE icon
100
Sempra
SRE
$52.8B
-2,418
Closed -$203K