Bouchey Financial Group Ltd Q3 2023 vs. Q4 2023: A Comparison of 13F Holdings

In the world of finance, tracking the holdings and investments of various funds is crucial for investors and analysts. One such filing that provides valuable insight into a fund's holdings is the 13F form. This form, filed with the Securities and Exchange Commission (SEC), discloses the positions held by institutional investment managers with at least $100 million in assets under management.

In this article, we will delve into the holdings of Bouchey Financial Group Ltd, comparing their Q3 2023 and Q4 2023 13F filings. This analysis will shed light on the changes in their portfolio and provide valuable information for investors and finance enthusiasts.

Analyzing the data from the 13F filings, we observe several interesting trends and shifts in Bouchey Financial Group Ltd's holdings. Let's take a closer look at some of the significant changes:

1. QQQ (INVESCO QQQ TR):

- Q3 2023 Holdings: 376,751 shares

- Q4 2023 Holdings: 384,860 shares

- Change Percentage: 16.8%

Bouchey Financial Group Ltd increased its holdings of INVESCO QQQ TR, a popular exchange-traded fund (ETF) that tracks the performance of the Nasdaq-100 Index. This indicates a bullish sentiment towards the technology sector.

2. SCHB (SCHWAB STRATEGIC TR):

- Q3 2023 Holdings: 2,155,369 shares

- Q4 2023 Holdings: 2,393,274 shares

- Change Percentage: 24%

Bouchey Financial Group Ltd significantly increased its holdings of SCHWAB STRATEGIC TR, another ETF that provides broad exposure to the U.S. equity market. This suggests a positive outlook on the overall stock market.

3. DFAS (DIMENSIONAL ETF TRUST):

- Q3 2023 Holdings: 637,205 shares

- Q4 2023 Holdings: 417,573 shares

- Change Percentage: -25.6%

Bouchey Financial Group Ltd reduced its holdings of DIMENSIONAL ETF TRUST. This indicates a decrease in exposure to this particular fund, possibly due to a shift in portfolio strategy or a negative outlook on the underlying securities.

4. ULST (SSGA ACTIVE ETF TR):

- Q3 2023 Holdings: 382,022 shares

- Q4 2023 Holdings: 485,354 shares

- Change Percentage: 27.4%

Bouchey Financial Group Ltd significantly increased its holdings of SSGA ACTIVE ETF TR, an ETF that aims to provide income and maintain portfolio stability. This suggests a positive sentiment towards fixed-income securities.

5. TOTL (SSGA ACTIVE ETF TR):

- Q3 2023 Holdings: 721,363 shares

- Q4 2023 Holdings: 48,615 shares

- Change Percentage: -93%

Bouchey Financial Group Ltd drastically reduced its holdings of SSGA ACTIVE ETF TR, highlighting a significant negative sentiment towards this particular fund.

These changes in holdings reflect Bouchey Financial Group Ltd's strategic decisions to capitalize on market opportunities and manage risk. It is important to note that these 13F filings provide a snapshot of a fund's holdings at a specific point in time, and subsequent changes may have occurred since the filing.

In conclusion, Bouchey Financial Group Ltd's Q3 2023 vs. Q4 2023 13F filings depict a dynamic investment strategy with notable changes in holdings across various funds. By remaining vigilant and actively managing their portfolio, Bouchey Financial Group Ltd aims to maximize returns and adapt to evolving market conditions. As always, investors should conduct their thorough research and exercise caution when making investment decisions.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. Investing in securities involves risks, and it is essential to consult with a qualified financial professional before making any investment decisions.