Bouchey Financial Group Ltd Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investing in the stock market can be complex and confusing. But by studying the holdings of top-performing funds, you can gain insight and potentially make better investment decisions. In this blog post, we'll take a closer look at the Q4 2022 vs. Q1 2023 13F holdings comparison of Bouchey Financial Group Ltd, one of the top-performing funds in the market.

Bouchey Financial Group Ltd has a diverse portfolio, and in Q1 2023, it increased the value of its holdings by 20.6%, from $96,671,000 to $116,621,000. Let's take a closer look at the changes in Bouchey Financial Group Ltd's holdings over the two quarters.

Tech & Finance Stocks Dominate Bouchey's Holdings

In Q4 2022, the Invesco QQQ Trust (QQQ) made up the largest percentage of Bouchey's portfolio with 363,045 shares. In Q1 2023, the fund slightly increased its investment in QQQ with 363,387 shares, representing an increase of 0.09%. Bouchey's investment in QQQ is followed by the Schwab Strategic Trust (SCHB), which had 2,016,659 shares in Q4 2022 and went up to 2,022,130 in Q1 2023.

Apple Inc (AAPL) remains a top holding of Bouchey Financial Group, with its investment increasing by 27.9%, from $33,821,000 in Q4 2022 to $43,273,000 in Q1 2023. Microsoft Corp (MSFT) also saw a rise of 17.5%, from 10,577 shares to 10,338 shares, with a value increase from $2,536,000 to $2,980,000.

Financial stocks like JPMorgan Chase & Co (JPM) and Bank of America Corp (BAC) did not perform as well in Bouchey's holdings. Bouchey's investment in JPM fell by 0.9%, from 8,137 shares to 8,301 shares, with a value decline from $1,091,000 to $1,081,000. Its investment in BAC declined by 14.4%, from 41,853 shares to 41,507 shares, with a value drop from $1,386,000 to $1,187,000.

Energy Transfer L P (ET) is a new addition to Bouchey Financial Group Ltd's portfolio, having previously owned none in Q4 2022. In Q1 2023, Bouchey acquired 34,007 shares with a value of $424,000.

Vanguard Whitehall Funds (VUG) saw the largest increase in Bouchey's holdings percentage-wise, with a rise of 32.2%, from 2,063 shares to 2,331 shares, and a value increase from $439,000 to $581,000.

Conclusion

Bouchey Financial Group Ltd's Q4 2022 vs. Q1 2023 13F holdings comparison shows a diverse range of investments. Several tech stocks like Apple Inc and Microsoft Corp saw significant increases in both share numbers and value, while holding in financial stocks like JPMorgan Chase & Co and Bank of America Corp declined. The energy sector also witnessed a new addition to Bouchey Financial Group's portfolio with Energy Transfer L P.

Overall, understanding the holdings of top-performing funds like Bouchey Financial Group Ltd gives investors insight into market trends. Knowing which stocks are gaining popularity in the market and adjusting your investments accordingly can lead to potential gains.