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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bouchey Financial Group Ltd
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|---|---|
| CRD # | 111824 |
| SEC # | 801-51979 |
| CIK # | 0001599054 |
| AUM | $1.4 B (2025-07-30) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 518-720-3333 |
| Address | 1819 Fifth Avenue Troy, NY 12180-3302 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 60.8 | ||
| Amazon Com Inc | 25.7 | ||
| Microsoft Corp | 6.8 | ||
| Nvidia Corp | 4.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 736 | 292.7 |
| (b) Individuals (high net worth individuals) | 408 | 1,035.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 53.1 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 21.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,157 | 1,403.3 |
| By Discretionary | ||
| Discretionary | 3,099 | 1,374.0 |
| Non-Discretionary | 58 | 29.3 |
| Total | 3,157 | 1,403.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 1,402.2 | |
| Total | 3,157 | 1,403.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599054] |
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