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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 QQQ, SCHB, DGRW, SCHD, AAPL, and represent 51.14% of Bouchey Financial Group's stock portfolio.
Added to shares of these 10 stocks: SCHR (+$5.4M), SCHD (+$5.3M), AGG, SCHB, DUHP, VCSH, SCHI, VO, FJUL, MU.
Started 11 new stock positions in IMCV, KO, SHW, DHR, SCHG, ORCL, NOBL, SRE, FJUL, MU. GAUG.
Reduced shares in these 10 stocks: RSPT (-$5.8M), ULST, XLV, DGRW, SCHO, GMAR, XDEC, AMZN, AAPL, BAC.
Sold out of its positions in BX, GFEB, DNA, MRK, SIRI, RCL.
Bouchey Financial Group was a net buyer of stock by $15M.
Bouchey Financial Group has $1.1B in assets under management (AUM), dropping by 6.27%.
Central Index Key (CIK): 0001599054

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Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 153 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	16.6	$186M		381k	488.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	15.5	$173M	+2%	2.6M	66.52	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	7.0	$79M	-2%	946k	83.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.2	$69M	+8%	816k	84.53	View chart
Apple (AAPL)	5.8	$65M		280k	233.00	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.6	$62M	+5%	1.8M	34.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	3.8	$42M	-12%	1.1M	37.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.3	$37M	+15%	363k	101.27	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	2.9	$32M	-8%	211k	154.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.4	$27M	+5%	103k	263.83	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.3	$25M	+26%	503k	50.60	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.2	$25M	+2%	412k	59.51	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.2	$24M	+2%	377k	64.86	View chart
Amazon (AMZN)	2.1	$24M	-2%	128k	186.33	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.7	$19M	+10%	413k	46.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.7	$19M	+11%	239k	79.42	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	1.7	$19M	-14%	461k	40.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	1.5	$17M	-4%	472k	36.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$15M		26k	573.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	1.3	$15M	-4%	401k	36.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$10M		18k	586.62	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$9.6M	-11%	195k	48.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$9.1M		32k	283.31	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$8.8M		170k	51.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$8.2M		109k	75.11	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$5.6M		25k	225.76	View chart
Microsoft Corporation (MSFT)	0.5	$5.1M		12k	430.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.0M		8.7k	460.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.2M		18k	179.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$3.0M		14k	220.89	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$2.3M	-14%	45k	49.94	View chart
NVIDIA Corporation (NVDA)	0.2	$2.2M	-3%	18k	121.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.2M		17k	128.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.2	$2.2M	-4%	57k	38.04	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$1.8M	-6%	43k	41.40	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.8M		8.4k	210.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.7M		26k	67.85	View chart
Union Pacific Corporation (UNP)	0.2	$1.7M		7.1k	246.48	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$1.7M		12k	142.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.7M	-2%	9.9k	167.19	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.4M		28k	51.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.4M	+3%	8.2k	165.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$1.3M	+80%	35k	36.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$1.2M	+30%	26k	46.51	View chart
Bank of America Corporation (BAC)	0.1	$1.2M	-30%	29k	39.68	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M	-4%	6.8k	162.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.1M		13k	83.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.1	$1.0M	+56%	30k	34.94	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.0M		10k	97.58	View chart
Eli Lilly & Co. (LLY)	0.1	$1.0M		1.1k	886.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$996k	-2%	1.7k	576.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$980k		2.6k	383.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$969k	NEW	20k	48.11	View chart
Nucor Corporation (NUE)	0.1	$923k		6.1k	150.89	View chart
Micron Technology (MU)	0.1	$862k	NEW	8.3k	103.71	View chart
UnitedHealth (UNH)	0.1	$862k	+2%	1.5k	584.68	View chart
Abbvie (ABBV)	0.1	$789k		4.0k	197.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$779k		21k	36.74	View chart
Tesla Motors (TSLA)	0.1	$777k	-4%	3.0k	261.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$767k	-3%	22k	35.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$762k	+51%	6.5k	116.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$760k	+15%	1.4k	528.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$758k	-3%	16k	47.18	View chart
Philip Morris International (PM)	0.1	$739k		6.1k	121.71	View chart
International Business Machines (IBM)	0.1	$711k		3.2k	221.10	View chart
McDonald's Corporation (MCD)	0.1	$710k	+4%	2.3k	304.51	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$700k		4.0k	174.57	View chart
Advanced Micro Devices (AMD)	0.1	$670k	+11%	4.1k	164.08	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$665k		41k	16.05	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$654k		7.2k	91.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$650k		3.6k	182.48	View chart
Lockheed Martin Corporation (LMT)	0.1	$641k		1.1k	584.71	View chart
Procter & Gamble Company (PG)	0.1	$640k		3.7k	173.20	View chart
Meta Platforms Cl A (META)	0.1	$630k	+13%	1.1k	572.45	View chart
Home Depot (HD)	0.1	$629k	+5%	1.6k	405.33	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$621k		30k	20.53	View chart
Verizon Communications (VZ)	0.1	$596k		13k	44.91	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$567k		8.3k	68.28	View chart
Amgen (AMGN)	0.1	$560k		1.7k	322.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$551k	-8%	11k	48.56	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$545k	+10%	4.3k	125.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.0	$543k	-4%	14k	38.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$518k		8.2k	63.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	0.0	$518k		16k	33.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.0	$514k	NEW	15k	34.77	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$486k		5.1k	95.94	View chart
Exxon Mobil Corporation (XOM)	0.0	$474k	+4%	4.0k	117.23	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$469k		7.8k	60.04	View chart
Ares Capital Corporation (ARCC)	0.0	$468k		22k	20.94	View chart
Paychex (PAYX)	0.0	$466k		3.5k	134.19	View chart
Pepsi (PEP)	0.0	$465k	-4%	2.7k	170.08	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$458k		5.9k	77.48	View chart
Nextera Energy (NEE)	0.0	$445k		5.3k	84.53	View chart
Visa Com Cl A (V)	0.0	$441k	+4%	1.6k	275.00	View chart
Broadcom (AVGO)	0.0	$440k	+1032%	2.5k	172.53	View chart
Palo Alto Networks (PANW)	0.0	$439k		1.3k	341.80	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$425k		5.1k	84.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$414k	+12%	10k	41.41	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$406k	-5%	5.6k	72.49	View chart
Honeywell International (HON)	0.0	$405k	+2%	2.0k	206.72	View chart
Wal-Mart Stores (WMT)	0.0	$405k	+4%	5.0k	80.75	View chart
Vanguard World Financials Etf (VFH)	0.0	$401k		3.6k	109.94	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$400k		700.00	571.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$400k		1.7k	237.27	View chart
Wells Fargo & Company (WFC)	0.0	$390k		6.9k	56.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$373k		4.2k	88.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.0	$370k	+66%	10k	36.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$356k	+7%	7.9k	45.32	View chart
American Express Company (AXP)	0.0	$345k	-19%	1.3k	271.20	View chart
Cisco Systems (CSCO)	0.0	$341k	+13%	6.4k	53.22	View chart
Altria (MO)	0.0	$332k	+3%	6.5k	51.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$330k	+6%	1.7k	198.49	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$320k		2.3k	140.44	View chart
Caterpillar (CAT)	0.0	$317k	+2%	811.00	390.89	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$316k		2.8k	111.30	View chart
Ge Aerospace Com New (GE)	0.0	$312k		1.7k	188.69	View chart
Microchip Technology (MCHP)	0.0	$309k		3.8k	80.29	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$299k		1.1k	263.27	View chart
S&p Global (SPGI)	0.0	$298k	+2%	576.00	516.62	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$272k		5.7k	47.53	View chart
Key (KEY)	0.0	$269k	-5%	16k	16.75	View chart
American Electric Power Company (AEP)	0.0	$268k		2.6k	102.60	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$268k		786.00	340.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$262k		5.5k	47.85	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$257k		4.5k	57.11	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$255k		3.4k	76.02	View chart
Raytheon Technologies Corp (RTX)	0.0	$249k		2.1k	121.18	View chart
Fastenal Company (FAST)	0.0	$247k	+3%	3.5k	71.42	View chart
FactSet Research Systems (FDS)	0.0	$244k	+3%	531.00	459.85	View chart
Oracle Corporation (ORCL)	0.0	$244k	NEW	1.4k	170.40	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$238k		4.7k	50.50	View chart
Sherwin-Williams Company (SHW)	0.0	$237k	NEW	621.00	381.67	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.0	$237k		1.4k	169.23	View chart
Morgan Stanley Com New (MS)	0.0	$232k		2.2k	104.25	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$232k		4.2k	55.29	View chart
At&t (T)	0.0	$230k	-12%	11k	22.00	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$226k		3.8k	58.77	View chart
Danaher Corporation (DHR)	0.0	$224k	NEW	804.00	278.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$223k	-3%	4.9k	45.75	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$221k		3.1k	71.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$220k	-5%	5.8k	37.85	View chart
Ishares Tr Exponential Tech (XT)	0.0	$218k		3.6k	60.88	View chart
Deere & Company (DE)	0.0	$216k	-3%	516.00	418.28	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$215k	NEW	2.8k	76.64	View chart
First Tr Exch Traded Fd Iii New York Muni (FMNY)	0.0	$212k		7.8k	27.33	View chart
Coca-Cola Company (KO)	0.0	$212k	NEW	2.9k	71.91	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$208k	NEW	2.0k	106.76	View chart
Anthem (ELV)	0.0	$205k		395.00	520.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$205k	NEW	2.0k	104.16	View chart
Constellation Brands Cl A (STZ)	0.0	$204k		792.00	257.69	View chart
Sempra Energy (SRE)	0.0	$202k	NEW	2.4k	83.91	View chart
Barings Bdc (BBDC)	0.0	$101k		10k	9.80	View chart
Plug Power Com New (PLUG)	0.0	$45k		20k	2.26	View chart

Past Filings by Bouchey Financial Group

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

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
Bouchey Financial Group 2022 Q1 filed May 6, 2022
Bouchey Financial Group 2021 Q4 filed Feb. 11, 2022
Bouchey Financial Group 2021 Q3 filed Nov. 15, 2021
Bouchey Financial Group 2021 Q2 restated filed Aug. 24, 2021
Bouchey Financial Group 2021 Q2 filed Aug. 12, 2021

View all past filings

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