Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOUCHEY FINANCIAL GROUP LTD | 07-12-2024 | 06-30-2024 | 148 | 1,052,611,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 251 | $446,000 | 3,881 | 0.00 | 0.00 | 174 | 4.69 | 06-30-2024 |
| WISDOMTREE TR | US LARGECAP FUND | 252 | $444,000 | 7,815 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PROSHARES TR | ULTRAPRO QQQ | 253 | $436,000 | 5,916 | 0.00 | 0.00 | 1,944 | 48.94 | 06-30-2024 |
| PALO ALTO NETWORKS INC | COM | 254 | $428,000 | 1,263 | 0.00 | 0.00 | 196 | 18.37 | 06-30-2024 |
