Bouchey Financial

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

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Positions held by Bouchey Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 94 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Trust Unit Ser 1 (QQQ) 13.9 $97M 363k 266.28
Schwab Us Broad Mkt. Etf Us Brd Mkt Etf (SCHB) 13.0 $90M 2.0M 44.81
Schwab Us Div Equity Etf Us Dividend Eq (SCHD) 6.1 $42M +6586% 560k 75.54
Select Sector Spdr Tr Sbi Cons Discre (XLV) 5.0 $34M +3% 253k 135.85
Apple (AAPL) 4.9 $34M 260k 129.93
Wisdomtree Us Qlt Div Us Qtly Div Grt (DGRW) 4.3 $30M 496k 60.36
Invesco S&p 500 Equal Weight Technology Etf S&p500 Eql Tec (RYT) 4.2 $29M -22% 119k 242.98
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.0 $28M +7% 544k 51.15
Select Sector Spdr Tr Sbi Cons Discre (XLP) 3.9 $27M +2% 366k 74.55
Ishares Barclays Aggregate Bond Core Us Aggbd Et (AGG) 3.8 $26M +9% 272k 96.99
Spdr Doubleline Total Return Tact Etf Spdr Tr Tactic (TOTL) 3.7 $26M +10% 645k 40.04
Proshares Tr S&p Mdcp 400 Div (REGL) 3.7 $25M NEW 355k 71.55
Vanguard Information Technology Etf Inf Tech Etf (VGT) 3.6 $25M +2% 78k 319.41
J P Morgan Exchange-traded Equity Premium (JEPI) 3.5 $24M +3% 442k 54.49

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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 3.2 $22M -7% 741k 29.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.0 $14M NEW 290k 48.24
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.9 $13M +5% 768k 16.80
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) 1.8 $12M -9% 307k 40.51
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.4 $10M NEW 203k 49.23
Amazon (AMZN) 1.4 $9.6M -32% 114k 84.00
S&p 500 Index Spdr Tr Unit (SPY) 1.4 $9.5M -3% 25k 382.43
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.0 $7.2M -18% 147k 49.00
Vanguard Total Stock Mkt Etf Total Stk Mkt (VTI) 0.8 $5.6M +115% 29k 191.19
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.7 $5.2M NEW 129k 39.98
Guggenheim S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.4 $3.0M 21k 141.25
Spdr Technology Index Technology (XLK) 0.4 $2.9M +494% 24k 124.44
Microsoft Corporation (MSFT) 0.4 $2.5M +4% 11k 239.82
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.4M 14k 174.36
Berkshire Hathaway Inc B Cl B New (BRK.B) 0.3 $1.8M 5.9k 308.90
Union Pacific Corporation (UNP) 0.2 $1.6M 7.6k 207.06
Spdr S&p Dividend Etf S&p Divid Etf (SDY) 0.2 $1.5M 12k 125.11
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 0.2 $1.5M -27% 42k 35.17
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN) 0.2 $1.4M -28% 47k 30.65
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB) 0.2 $1.4M 28k 49.49
Bank of America Corporation (BAC) 0.2 $1.4M 42k 33.12
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX) 0.2 $1.1M -3% 25k 45.15
Google Class C Share Cap Stk Cl C (GOOG) 0.2 $1.1M -2% 12k 88.73
JPMorgan Chase & Co. (JPM) 0.2 $1.1M 8.1k 134.11
Johnson & Johnson (JNJ) 0.1 $1.0M 5.7k 176.65
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FNOV) 0.1 $997k -95% 28k 35.52
Google Cap Stk Cl A (GOOGL) 0.1 $918k +7% 10k 88.23
Vanguard High Dividend Yield Etf High Div Yld (VYM) 0.1 $888k 8.2k 108.21
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.1 $834k -39% 24k 35.57
Ishares Minimum Volatility Etf Msci Usa Min Vol (USMV) 0.1 $818k 11k 72.10
Nucor Corporation (NUE) 0.1 $793k 6.0k 131.82
Vanguard Reit Vipers Real Estate Etf (VNQ) 0.1 $782k -88% 9.5k 82.48
Philip Morris International (PM) 0.1 $606k 6.0k 101.21
McDonald's Corporation (MCD) 0.1 $586k 2.2k 263.53
Abbvie (ABBV) 0.1 $574k 3.6k 161.61
Vanguard Small Cap Vipers Small Cp Etf (VB) 0.1 $563k -38% 3.1k 183.52
Pepsi (PEP) 0.1 $542k 3.0k 180.68
Procter & Gamble Company (PG) 0.1 $533k 3.5k 151.56
International Business Machines (IBM) 0.1 $487k -6% 3.5k 140.89
Select Sector Spdr Tr Energy Energy (XLE) 0.1 $455k 5.2k 87.47
Altria (MO) 0.1 $450k 9.8k 45.71
Vanguard Value Etf Value Etf (VTV) 0.1 $447k -11% 3.2k 140.37
UnitedHealth (UNH) 0.1 $446k 842.00 530.18
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 0.1 $444k 1.2k 384.31
Vanguard Growth Vipers Growth Etf (VUG) 0.1 $440k -6% 2.1k 213.11
Nextera Energy (NEE) 0.1 $430k 5.1k 83.60
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.1 $425k -39% 12k 34.65
Honeywell International (HON) 0.1 $377k 1.8k 214.30
Vanguard Financials Etf Financials Etf (VFH) 0.1 $373k -98% 4.5k 82.73
Purefunds Ise Cyber Security Prime Cybr Scrty (HACK) 0.1 $366k 8.3k 44.05
Verizon Communications (VZ) 0.1 $355k +2% 9.0k 39.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $352k -2% 1.0k 351.34
Vanguard World Fd Energy Etf Energy Etf (VDE) 0.1 $351k -97% 2.9k 121.28
Schwab Us Mid-cap Etf Us Mid-cap Etf (SCHM) 0.0 $344k 5.2k 65.61
Home Depot (HD) 0.0 $323k 1.0k 315.86
Key (KEY) 0.0 $323k 19k 17.42
Goldman Sachs Equal Wght Us Lg Cp Eq Etf Equal Weight Us (GSEW) 0.0 $316k -95% 5.5k 57.94
Lockheed Martin Corporation (LMT) 0.0 $314k 646.00 486.15
Nike CL B (NKE) 0.0 $308k 2.6k 117.01
Wells Fargo & Company (WFC) 0.0 $276k 6.7k 41.29
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR) 0.0 $272k 4.0k 67.45
Amgen (AMGN) 0.0 $258k NEW 981.00 262.64
Exxon Mobil Corporation (XOM) 0.0 $248k NEW 2.3k 110.30
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.0 $248k -33% 8.1k 30.72
At&t (T) 0.0 $245k 13k 18.41
Microchip Technology (MCHP) 0.0 $239k 3.4k 70.25
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $237k 845.00 280.00
Select Sector Spdr Tr Financial (XLF) 0.0 $232k 6.8k 34.20
American Express Company (AXP) 0.0 $230k NEW 1.6k 147.75
NVIDIA Corporation (NVDA) 0.0 $220k NEW 1.5k 146.14
Sixth Street Specialty Lending (TSLX) 0.0 $220k NEW 12k 17.80
Pacira Pharmaceuticals (PCRX) 0.0 $212k 5.5k 38.61
Bristol Myers Squibb (BMY) 0.0 $211k 2.9k 71.95
Visa Com Cl A (V) 0.0 $210k NEW 1.0k 207.76
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $204k 5.0k 40.97
Ishares Russell Top Rus Top 200 Etf (IWL) 0.0 $204k NEW 2.3k 89.97
Coca-Cola Company (KO) 0.0 $204k NEW 3.2k 63.62
American Electric Power Company (AEP) 0.0 $201k NEW 2.1k 94.95
Barings Bdc (BBDC) 0.0 $84k 10k 8.15
Sirius Xm Holdings (SIRI) 0.0 $61k 10k 5.84

Past Filings by Bouchey Financial Group

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

View all past filings