Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BOUCHEY FINANCIAL GROUP LTD 01-18-2024 12-31-2023 136 933,543,947
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO QQQ TR UNIT SER 1 1 $157,607,737 384,860 0.02 0.02 8,109 2.15 12-31-2023
SCHWAB STRATEGIC TR US BRD MKT ETF 2 $133,233,571 2,393,274 0.01 0.01 237,905 11.04 12-31-2023
SCHWAB STRATEGIC TR US DIVIDEND EQ 3 $58,232,783 764,912 0.01 0.01 73,731 10.67 12-31-2023
APPLE INC COM 4 $51,709,109 268,577 0.01 0.01 2,021 0.76 12-31-2023
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