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Bouchey Financial

Latest statistics and disclosures from Bouchey Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, QQQM, QQQ, DUHP, DGRW, and represent 41.77% of Bouchey Financial Group's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$149M), VOO (+$147M), SMH (+$18M), HODL (+$17M), NLR (+$16M), AGG (+$5.5M), JCPB (+$5.2M), SCHR, XLK, SCHI.
Started 15 new stock positions in LRCX, MUB, CRWD, MUNY, HDV, GDEC, SMH, GS, TMO, REGN. TJX, MRK, HODL, KO, NLR.
Reduced shares in these 10 stocks: SCHB (-$151M), QQQ (-$136M), DFAS (-$23M), XLV (-$22M), SCHD (-$15M), AAPL (-$9.5M), RSPT, AMZN, MU, ULST.
Sold out of its positions in ADP, AXON, BX, ULST.
Bouchey Financial Group was a net buyer of stock by $15M.
Bouchey Financial Group has $1.3B in assets under management (AUM), dropping by 2.79%.
Central Index Key (CIK): 0001599054

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Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 163 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.4	$152M	+2668%	243k	627.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	11.2	$149M	+68507%	588k	252.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.2	$96M	-58%	157k	614.31	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.1	$82M		2.1M	38.03	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	5.9	$78M		873k	89.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.6	$75M	+7%	752k	99.88	View chart
Apple (AAPL)	5.3	$71M	-11%	261k	271.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.2	$70M	-18%	2.5M	27.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.0	$67M	-69%	2.6M	26.23	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.1	$42M	+14%	879k	47.41	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.7	$36M	+10%	1.4M	25.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$34M	+2%	116k	290.22	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.5	$33M	+9%	1.4M	22.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.2	$30M	+9%	517k	57.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	2.2	$29M		769k	37.74	View chart
Amazon (AMZN)	2.0	$26M	-3%	113k	230.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	1.6	$22M	-5%	478k	45.51	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.4	$18M	NEW	51k	360.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	1.3	$18M		449k	39.29	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	1.3	$17M	NEW	687k	24.73	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.2	$16M	NEW	132k	124.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$16M		24k	682.03	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$12M		15k	753.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$10M		30k	335.27	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$8.1M		286k	28.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$7.3M		99k	74.07	View chart
Microsoft Corporation (MSFT)	0.5	$6.9M	+3%	14k	483.61	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$6.8M	+97%	47k	143.97	View chart
NVIDIA Corporation (NVDA)	0.4	$6.0M	+11%	32k	186.50	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$5.0M	-82%	72k	69.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.4	$4.7M		115k	40.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.4M		8.7k	502.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.6M	+3%	11k	313.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.1M		13k	246.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.1M	+4%	9.9k	313.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.1M		16k	191.55	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.8M		8.7k	322.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.5M		18k	143.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.1M		77k	26.91	View chart
Tesla Motors (TSLA)	0.1	$1.9M	+11%	4.2k	449.72	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M		7.5k	231.32	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$1.7M		12k	139.16	View chart
Bank of America Corporation (BAC)	0.1	$1.6M		28k	55.00	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M		7.4k	206.95	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$1.4M	-7%	36k	40.25	View chart
Micron Technology (MU)	0.1	$1.3M	-27%	4.7k	285.49	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.3M	+4%	25k	49.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.2M		2.6k	487.86	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	+3%	1.1k	1075.07	View chart
Philip Morris International (PM)	0.1	$1.2M		7.5k	161.00	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.2M	-94%	7.6k	154.80	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.2M		39k	30.07	View chart
Abbvie (ABBV)	0.1	$1.1M	-10%	4.8k	228.49	View chart
McDonald's Corporation (MCD)	0.1	$1.1M	-3%	3.5k	305.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.1M	-25%	21k	50.29	View chart
Meta Platforms Cl A (META)	0.1	$1.0M	+16%	1.6k	660.12	View chart
Nucor Corporation (NUE)	0.1	$1.0M		6.1k	163.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1000k	-3%	1.5k	685.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$923k		10k	88.49	View chart
Home Depot (HD)	0.1	$911k	-5%	2.6k	344.08	View chart
International Business Machines (IBM)	0.1	$910k		3.1k	296.23	View chart
Ge Aerospace Com New (GE)	0.1	$898k		2.9k	308.24	View chart
Advanced Micro Devices (AMD)	0.1	$893k	+10%	4.2k	214.16	View chart
Broadcom (AVGO)	0.1	$874k	+18%	2.5k	346.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$772k		4.0k	190.99	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$745k		3.6k	209.12	View chart
Cisco Systems (CSCO)	0.1	$731k	+2%	9.5k	77.03	View chart
Wells Fargo & Company (WFC)	0.1	$708k		7.6k	93.20	View chart
Visa Com Cl A (V)	0.1	$702k	-3%	2.0k	350.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$685k		5.7k	120.18	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$683k		41k	16.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$677k		7.2k	94.16	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$655k		5.1k	129.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.0	$650k		17k	37.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$634k	+191%	16k	40.92	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$611k		7.6k	80.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$605k		8.2k	73.56	View chart
Amgen (AMGN)	0.0	$577k		1.8k	327.39	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$564k		11k	53.37	View chart
Exxon Mobil Corporation (XOM)	0.0	$562k	+3%	4.7k	120.34	View chart
Caterpillar (CAT)	0.0	$561k	+4%	980.00	572.62	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$554k		7.8k	70.86	View chart
Lockheed Martin Corporation (LMT)	0.0	$543k	-2%	1.1k	483.47	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$526k		5.1k	104.04	View chart
Verizon Communications (VZ)	0.0	$523k	-5%	13k	40.73	View chart
Nextera Energy (NEE)	0.0	$523k		6.5k	80.28	View chart
Raytheon Technologies Corp (RTX)	0.0	$491k		2.7k	183.43	View chart
Procter & Gamble Company (PG)	0.0	$477k		3.3k	143.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.0	$475k		12k	39.26	View chart
Altria (MO)	0.0	$466k	+15%	8.0k	58.09	View chart
Ge Vernova (GEV)	0.0	$461k		706.00	653.57	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$457k	NEW	4.3k	107.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$437k	NEW	12k	37.82	View chart
Palo Alto Networks (PANW)	0.0	$431k		2.3k	184.20	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$428k		7.8k	54.77	View chart
Paychex (PAYX)	0.0	$417k		3.7k	112.17	View chart
Morgan Stanley Com New (MS)	0.0	$411k		2.3k	177.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$409k		4.3k	96.27	View chart
American Express Company (AXP)	0.0	$406k	-10%	1.1k	369.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$403k		1.6k	257.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.0	$402k		10k	39.09	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$391k	+99%	7.4k	52.72	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$380k		2.2k	170.63	View chart
Honeywell International (HON)	0.0	$369k		1.9k	195.09	View chart
Vanguard World Financials Etf (VFH)	0.0	$363k		2.7k	133.49	View chart
Key (KEY)	0.0	$358k		17k	20.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$358k		1.1k	314.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$356k	-2%	8.6k	41.33	View chart
Costco Wholesale Corporation (COST)	0.0	$344k	-10%	399.00	862.62	View chart
Pepsi (PEP)	0.0	$344k	+3%	2.4k	144.26	View chart
S&p Global (SPGI)	0.0	$336k	+11%	643.00	522.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$334k		1.5k	219.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$329k	+27%	797.00	412.77	View chart
UnitedHealth (UNH)	0.0	$328k		994.00	330.11	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$327k		2.8k	114.98	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$325k		536.00	605.46	View chart
Palantir Technologies Cl A (PLTR)	0.0	$319k	+15%	1.8k	177.75	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$315k	+16%	1.0k	304.16	View chart
Wal-Mart Stores (WMT)	0.0	$312k	-45%	2.8k	111.41	View chart
Lam Research Corp Com New (LRCX)	0.0	$310k	NEW	1.8k	171.39	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$310k		786.00	393.92	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$307k		3.6k	85.12	View chart
Danaher Corporation (DHR)	0.0	$299k		1.3k	229.15	View chart
Allstate Corporation (ALL)	0.0	$299k	-4%	1.4k	209.18	View chart
At&t (T)	0.0	$298k		12k	24.84	View chart
Fastenal Company (FAST)	0.0	$295k	+2%	7.4k	40.13	View chart
United Rentals (URI)	0.0	$295k		364.00	809.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$294k		5.5k	53.76	View chart
Abbott Laboratories (ABT)	0.0	$289k	-9%	2.3k	125.29	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$277k	NEW	2.3k	121.61	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$275k		8.4k	32.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.0	$274k		6.4k	42.95	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$269k		3.1k	85.37	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$268k		2.9k	91.40	View chart
Chevron Corporation (CVX)	0.0	$268k	-54%	1.8k	152.41	View chart
Oracle Corporation (ORCL)	0.0	$264k	-2%	1.4k	194.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$260k		8.0k	32.62	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$260k		3.7k	69.43	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$255k	NEW	330.00	771.93	View chart
Ishares Tr Future Exponenti (XT)	0.0	$250k		3.6k	69.74	View chart
Spdr Series Trust State Street Spd (LGLV)	0.0	$246k		1.4k	175.57	View chart
Microchip Technology (MCHP)	0.0	$240k	+4%	3.8k	63.72	View chart
American Electric Power Company (AEP)	0.0	$240k		2.1k	115.31	View chart
Mastercard Incorporated Cl A (MA)	0.0	$238k	+9%	416.00	571.17	View chart
Deere & Company (DE)	0.0	$232k		497.00	466.62	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$231k		2.8k	82.34	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$226k		1.9k	120.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$220k	NEW	469.00	468.76	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$219k		4.7k	46.42	View chart
TJX Companies (TJX)	0.0	$217k	NEW	1.4k	153.61	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$216k		4.5k	47.94	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$214k		2.9k	74.17	View chart
Coca-Cola Company (KO)	0.0	$211k	NEW	3.0k	69.92	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$210k		4.7k	45.13	View chart
Thermo Fisher Scientific (TMO)	0.0	$208k	NEW	358.00	579.85	View chart
Sherwin-Williams Company (SHW)	0.0	$206k		635.00	324.03	View chart
Arista Networks Com Shs (ANET)	0.0	$206k	-16%	1.6k	131.03	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.0	$204k	NEW	2.0k	103.23	View chart
Merck & Co (MRK)	0.0	$204k	NEW	1.9k	106.02	View chart
Goldman Sachs (GS)	0.0	$203k	NEW	231.00	880.13	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$203k		2.0k	104.07	View chart
Barings Bdc (BBDC)	0.0	$94k		10k	9.18	View chart
Plug Power Com New (PLUG)	0.0	$21k		10k	1.97	View chart

Past Filings by Bouchey Financial Group

SEC 13F filings are viewable for Bouchey Financial Group going back to 2013

Bouchey Financial Group 2025 Q4 filed Jan. 16, 2026
Bouchey Financial Group 2025 Q3 filed Nov. 12, 2025
Bouchey Financial Group 2025 Q2 filed Aug. 8, 2025
Bouchey Financial Group 2025 Q1 filed May 9, 2025
Bouchey Financial Group 2024 Q4 filed Feb. 5, 2025
Bouchey Financial Group 2024 Q3 filed Oct. 24, 2024
Bouchey Financial Group 2024 Q2 filed July 12, 2024
Bouchey Financial Group 2024 Q1 filed April 23, 2024
Bouchey Financial Group 2023 Q4 filed Jan. 18, 2024
Bouchey Financial Group 2023 Q3 filed Oct. 24, 2023
Bouchey Financial Group 2023 Q2 filed July 13, 2023
Bouchey Financial Group 2023 Q1 filed May 2, 2023
Bouchey Financial Group 2022 Q4 filed Jan. 24, 2023
Bouchey Financial Group 2022 Q3 filed Oct. 27, 2022
Bouchey Financial Group 2022 Q2 restated filed July 27, 2022
Bouchey Financial Group 2022 Q2 filed July 26, 2022

View all past filings

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