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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, SCHD, DUHP, DGRW, and represent 52.64% of Bouchey Financial Group's stock portfolio.
Added to shares of these 10 stocks: AGG, JCPB, SCHR, SCHD, SCHB, SCHI, DUHP, JEPI, MPLX, XJUL.
Started 15 new stock positions in QQQM, PLTR, DFUS, XJUL, GJUL, XJUN, BX, XDEC, BIBL, ANET. TSM, GLDM, MPLX, NOBL, ESGV.
Reduced shares in these 10 stocks: QQQ, TSLX, XOCT, GOCT, FDS, KO, BKNG, SCHO, RSPT, VGT.
Sold out of its positions in BKNG, KO, FDS, SCHO, TSLX.
Bouchey Financial Group was a net buyer of stock by $13M.
Bouchey Financial Group has $1.3B in assets under management (AUM), dropping by 7.87%.
Central Index Key (CIK): 0001599054

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Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 152 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	17.5	$227M		379k	600.54	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	16.5	$214M		8.3M	25.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.5	$85M		3.1M	27.30	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.2	$80M		2.1M	37.77	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	5.9	$77M		866k	88.96	View chart
Apple (AAPL)	5.8	$75M		296k	254.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.4	$70M	+4%	697k	100.25	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.8	$37M	+5%	768k	47.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.6	$33M		114k	294.07	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.5	$32M	+5%	1.3M	25.13	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.3	$30M	+3%	1.3M	23.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	2.2	$29M		774k	36.86	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.1	$27M		399k	68.46	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.1	$27M	+2%	474k	57.10	View chart
Amazon (AMZN)	2.0	$26M		117k	219.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	1.7	$23M		507k	44.58	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.6	$21M		147k	139.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	1.3	$17M	-2%	450k	38.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$16M		24k	666.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$12M		15k	746.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$9.9M		30k	328.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$8.1M		290k	27.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$7.5M		101k	74.37	View chart
Microsoft Corporation (MSFT)	0.6	$7.2M		14k	517.94	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$6.8M		24k	281.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$5.4M		8.8k	612.44	View chart
NVIDIA Corporation (NVDA)	0.4	$5.4M		29k	186.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.4	$4.7M	-2%	117k	40.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.4M		8.7k	502.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.1M	-3%	16k	189.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.1M		13k	241.96	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.7M		8.7k	315.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.7M		11k	243.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.5M		18k	140.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.3M		9.5k	243.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.0M		78k	26.34	View chart
Union Pacific Corporation (UNP)	0.1	$1.8M		7.5k	236.37	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$1.7M		12k	140.05	View chart
Tesla Motors (TSLA)	0.1	$1.7M	+15%	3.7k	444.72	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$1.6M	-3%	39k	40.57	View chart
Bank of America Corporation (BAC)	0.1	$1.5M		28k	51.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.4M		29k	50.07	View chart
Johnson & Johnson (JNJ)	0.1	$1.3M		7.2k	185.43	View chart
Abbvie (ABBV)	0.1	$1.2M		5.4k	231.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.2M	-2%	2.6k	479.73	View chart
Philip Morris International (PM)	0.1	$1.2M		7.6k	162.20	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.2M	-3%	24k	49.99	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.2M		39k	29.64	View chart
Home Depot (HD)	0.1	$1.1M		2.8k	405.17	View chart
McDonald's Corporation (MCD)	0.1	$1.1M		3.6k	303.89	View chart
Micron Technology (MU)	0.1	$1.1M	-10%	6.4k	167.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.0M	+7%	1.5k	669.40	View chart
Meta Platforms Cl A (META)	0.1	$975k	+2%	1.3k	734.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$954k		10k	91.42	View chart
Ge Aerospace Com New (GE)	0.1	$872k	+22%	2.9k	301.02	View chart
International Business Machines (IBM)	0.1	$859k	-2%	3.0k	282.12	View chart
Nucor Corporation (NUE)	0.1	$834k		6.1k	135.98	View chart
Eli Lilly & Co. (LLY)	0.1	$831k		1.1k	762.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$755k		4.0k	186.73	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$746k		3.6k	209.34	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$711k		41k	17.16	View chart
Visa Com Cl A (V)	0.1	$710k		2.1k	341.41	View chart
Broadcom (AVGO)	0.1	$700k	-3%	2.1k	329.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$684k		7.2k	95.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$679k		5.7k	118.83	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$660k		7.6k	86.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.0	$645k	+5%	18k	36.75	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$639k		5.1k	125.95	View chart
Wells Fargo & Company (WFC)	0.0	$632k		7.5k	83.82	View chart
Cisco Systems (CSCO)	0.0	$631k	+22%	9.2k	68.42	View chart
Advanced Micro Devices (AMD)	0.0	$612k	+2%	3.8k	161.79	View chart
Verizon Communications (VZ)	0.0	$597k		14k	43.95	View chart
Chevron Corporation (CVX)	0.0	$595k		3.8k	155.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$587k		8.2k	71.37	View chart
Lockheed Martin Corporation (LMT)	0.0	$575k	+3%	1.2k	499.33	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$539k		7.8k	68.94	View chart
Wal-Mart Stores (WMT)	0.0	$530k		5.1k	103.06	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$528k	NEW	11k	49.95	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$528k		5.1k	104.30	View chart
Procter & Gamble Company (PG)	0.0	$521k	-4%	3.4k	153.64	View chart
Exxon Mobil Corporation (XOM)	0.0	$510k	+30%	4.5k	112.75	View chart
Amgen (AMGN)	0.0	$498k	+4%	1.8k	282.24	View chart
Nextera Energy (NEE)	0.0	$484k	+4%	6.4k	75.49	View chart
Palo Alto Networks (PANW)	0.0	$476k		2.3k	203.62	View chart
Paychex (PAYX)	0.0	$471k	-5%	3.7k	126.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.0	$471k	+13%	12k	38.61	View chart
Altria (MO)	0.0	$462k		7.0k	66.34	View chart
Caterpillar (CAT)	0.0	$447k		936.00	477.36	View chart
Raytheon Technologies Corp (RTX)	0.0	$446k	+4%	2.7k	167.36	View chart
Ge Vernova (GEV)	0.0	$429k	+30%	697.00	614.90	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$423k		7.8k	53.87	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$415k		4.3k	96.55	View chart
Costco Wholesale Corporation (COST)	0.0	$414k		448.00	924.72	View chart
American Express Company (AXP)	0.0	$407k		1.2k	332.16	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$405k	+38%	10k	40.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$401k	-3%	1.6k	254.31	View chart
Honeywell International (HON)	0.0	$400k		1.9k	210.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.0	$399k	NEW	10k	38.37	View chart
Oracle Corporation (ORCL)	0.0	$389k		1.4k	281.24	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$384k		3.7k	103.40	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$375k		2.3k	166.10	View chart
Morgan Stanley Com New (MS)	0.0	$361k		2.3k	158.96	View chart
Vanguard World Financials Etf (VFH)	0.0	$357k		2.7k	131.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$357k	NEW	8.8k	40.56	View chart
Fastenal Company (FAST)	0.0	$351k		7.2k	49.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$350k		1.1k	307.84	View chart
United Rentals (URI)	0.0	$347k		363.00	954.66	View chart
UnitedHealth (UNH)	0.0	$346k	+4%	1.0k	345.30	View chart
At&t (T)	0.0	$345k	-6%	12k	28.24	View chart
Abbott Laboratories (ABT)	0.0	$340k	-3%	2.5k	133.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$328k		1.5k	216.27	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$325k		2.8k	114.28	View chart
Key (KEY)	0.0	$324k	+16%	17k	18.69	View chart
Pepsi (PEP)	0.0	$323k	+13%	2.3k	140.46	View chart
Allstate Corporation (ALL)	0.0	$321k		1.5k	215.63	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$320k		536.00	597.65	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$311k		786.00	396.15	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$307k		3.6k	85.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$296k		5.5k	54.18	View chart
Palantir Technologies Cl A (PLTR)	0.0	$284k	NEW	1.6k	182.42	View chart
S&p Global (SPGI)	0.0	$282k		579.00	486.71	View chart
Arista Networks Com Shs (ANET)	0.0	$273k	NEW	1.9k	145.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.0	$271k	NEW	6.4k	42.20	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$269k		8.4k	32.12	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$261k		2.9k	89.13	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$259k		3.7k	69.08	View chart
Ishares Tr Future Exponenti (XT)	0.0	$258k		3.6k	71.94	View chart
Danaher Corporation (DHR)	0.0	$255k		1.3k	198.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$254k		8.0k	31.91	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$251k		624.00	402.42	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.0	$249k		1.4k	178.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$249k	NEW	892.00	279.60	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$241k	NEW	3.1k	76.45	View chart
American Electric Power Company (AEP)	0.0	$233k		2.1k	112.50	View chart
Microchip Technology (MCHP)	0.0	$232k		3.6k	64.22	View chart
Axon Enterprise (AXON)	0.0	$231k	-2%	322.00	717.64	View chart
Deere & Company (DE)	0.0	$229k	+4%	500.00	458.66	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$226k		2.8k	80.35	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$222k		4.5k	49.39	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$221k	NEW	1.9k	118.44	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$220k		4.7k	46.67	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$219k	NEW	1.3k	170.85	View chart
Mastercard Incorporated Cl A (MA)	0.0	$216k		380.00	568.97	View chart
Sherwin-Williams Company (SHW)	0.0	$216k		623.00	346.26	View chart
Automatic Data Processing (ADP)	0.0	$214k	-2%	726.00	294.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$214k	NEW	5.3k	40.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$212k	NEW	857.00	247.12	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$209k	NEW	2.9k	72.44	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$207k	NEW	4.7k	44.43	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$201k	NEW	2.0k	103.07	View chart
Barings Bdc (BBDC)	0.0	$90k		10k	8.76	View chart
Plug Power Com New (PLUG)	0.0	$24k		10k	2.33	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 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
Bouchey Financial Group 2022 Q1 filed May 6, 2022

View all past filings

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