Bouchey Financial Group Ltd Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investors and financial analysts eagerly await the release of 13F filings to gain valuable insights into the holdings of major funds. These filings provide a snapshot of the changes in holdings over a specific period, offering a glimpse into the investment strategies of fund managers.

In the first quarter of 2023, Bouchey Financial Group Ltd made some notable changes to its holdings compared to the second quarter of the same year. Let's delve into the details and analyze the significant shifts in their portfolio.

One prominent change was observed in Bouchey Financial Group Ltd's investment in Invesco QQQ Trust (QQQ). The fund increased its shares in QQQ from 363,387 in Q1 2023 to 367,775 in Q2 2023, representing a 16.5% change. This change demonstrates their confidence in the future prospects of QQQ.

Another noteworthy adjustment was seen in their holdings of Schwab Strategic Trust (SCHB). Bouchey Financial Group Ltd increased their shares of SCHB from 2,021,130 in Q1 2023 to 2,067,579 in Q2 2023, a change of 10.5%. This change indicates their continued faith in SCHB's performance.

Apple Inc (AAPL) also caught the attention of Bouchey Financial Group Ltd. Their holdings of AAPL increased from 262,425 shares in Q1 2023 to 265,321 shares in Q2 2023, reflecting a change of 18.9%. This adjustment suggests their anticipation of Apple's growth and success in the market.

Schwab Strategic Trust's SCHD witnessed some modifications in holdings as well. Bouchey Financial Group Ltd increased their shares in SCHD from 576,904 in Q1 2023 to 614,297 in Q2 2023, marking a 5.7% change. This change implies their confidence in the performance of SCHD.

Moving on, the fund made a slight adjustment to its holdings in Invesco Exchange Traded FD T (RYT). Bouchey Financial Group Ltd increased their shares in RYT from 117,701 in Q1 2023 to 118,056 in Q2 2023, representing a change of 6.9%. This change indicates their belief in RYT's potential to deliver favorable returns.

It's important to note that not all changes were positive. The fund reduced its holdings in Select Sector SPDR Tr (XLV) from 253,558 shares in Q1 2023 to 243,041 shares in Q2 2023, resulting in a change of -1.7%. This adjustment might indicate a shift in their strategy or a response to market conditions.

Additionally, Bouchey Financial Group Ltd made significant changes to its holdings in Dimensional ETF Trust (DFAS). The fund increased its shares in DFAS from 555,136 in Q1 2023 to 587,732 in Q2 2023, reflecting a change of 10.1%. This adjustment suggests their confidence in the performance and potential of DFAS.

These are just a few examples of the changes Bouchey Financial Group Ltd made to its holdings during the specified period. The full list of adjustments provides a comprehensive overview of the fund's investment strategy and their outlook on various companies and sectors.

It's crucial to remember that 13F filings offer a snapshot of a fund's holdings and don't necessarily represent their complete investment strategy. It's advisable to analyze additional factors and conduct further research before making any investment decisions based solely on these filings.

In conclusion, Bouchey Financial Group Ltd's Q1 2023 vs. Q2 2023 13F holdings comparison reveals several noteworthy changes in their portfolio. These adjustments highlight their beliefs and expectations regarding the future performance of particular stocks and sectors. It will be interesting to follow their investment strategy in subsequent quarters and observe how these changes may shape their overall portfolio.