Bouchey Financial

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

  • Top 5 stock holdings are QQQ, SCHB, AGG, RYT, VB, and represent 52.51% of Bouchey Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: MGV (+$9.8M), AAPL (+$7.0M), SCHB, BSV, QQQ, AGG, JAGG, RYT, GSEW, DGRW.
  • Started 1 new stock positions in JAGG.
  • Reduced shares in these 10 stocks: USMV (-$38M), VIG (-$21M), SPY, JPST, , VZ, VEU, , IAGG, MSFT.
  • Sold out of its positions in SPXL, JPST, TQQQ, VEU.
  • Bouchey Financial Group was a net seller of stock by $-32M.
  • Bouchey Financial Group has $629M in assets under management (AUM), dropping by 1.42%.
  • Central Index Key (CIK): 0001599054

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Portfolio Holdings for Bouchey Financial Group

Companies in the Bouchey Financial Group portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Trust Unit Ser 1 (QQQ) 19.1 $120M 338k 354.43
Schwab Us Broad Mkt. Etf Etf (SCHB) 15.3 $96M +2% 924k 104.27
Ishares Barclays Aggregate Bond Etf (AGG) 6.4 $40M +3% 347k 115.33
Invesco S&P 500 Equal Weight Technology Etf Etf (RYT) 6.2 $39M +2% 135k 290.06
Vanguard Small Cap Vipers Etf (VB) 5.5 $35M 155k 225.28
Goldman Sachs Equal Wght Us Lg Cp Eq Etf Etf (GSEW) 5.0 $32M +3% 470k 67.20
Vanguard Mega Cap Value Etf Etf (MGV) 4.7 $30M +49% 299k 99.62
Vanguard Short-Term Bond Index Etf Etf (BSV) 4.6 $29M +6% 355k 82.16
Wisdomtree Us Qlt Div Us Qtly Div Grt (DGRW) 4.1 $26M +4% 430k 59.67
Spdr Doubleline Total Return Tact Etf Etf (TOTL) 4.1 $26M +2% 529k 48.41
Apple (AAPL) 3.7 $23M +43% 168k 136.96
Vanguard Financials Etf Etf (VFH) 3.4 $21M 233k 90.45
Vanguard Information Technology Etf Etf (VGT) 3.1 $20M +3% 49k 398.78
Schwab Us Small Cap Etf Etf (SCHA) 2.5 $16M +2% 153k 104.18

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S&P 500 Index Spdr Tr Unit (SPY) 1.8 $11M -13% 26k 428.05
Ishares New York Amt-Free Muni Bond Etf (NYF) 1.0 $6.6M +2% 113k 58.45
Ishares National Amt-Free Muni Bond Etf (MUB) 1.0 $6.5M +5% 55k 117.20
Vanguard Tax-Exempt Bond Etf Etf (VTEB) 1.0 $6.1M 111k 55.30
Guggenheim S&P 500 Equal Weight Etf Etf (RSP) 0.5 $3.4M 23k 150.74
Ishares Russell 2000 Index Etf (IWM) 0.5 $3.2M 14k 229.37
Vanguard Total Stock Mkt Etf Etf (VTI) 0.5 $3.1M +2% 14k 222.80
Microsoft Corporation (MSFT) 0.4 $2.7M -4% 9.9k 270.90
Amazon (AMZN) 0.3 $1.9M -5% 550.00 3440.00
Bank of America Corporation (BAC) 0.3 $1.8M 43k 41.23
Berkshire Hathaway Inc B CL B (BRK.B) 0.3 $1.7M -3% 6.2k 277.99
Google Class C Share Cap Stk Cl C (GOOG) 0.3 $1.6M -5% 636.00 2506.29
Union Pacific Corporation (UNP) 0.2 $1.5M 6.9k 219.95
Spdr S&P Dividend Etf Etf (SDY) 0.2 $1.5M 12k 122.29
Google Cap Stk Cl A (GOOGL) 0.2 $1.3M 526.00 2441.06
J P Morgan Exchange-traded F Us Aggregate Etf (JAGG) 0.2 $1.3M NEW 23k 54.48
Ishares Minimum Volatility Etf Etf (USMV) 0.2 $1.2M -96% 17k 73.60
Schwab Us Large Cap Etf Etf (SCHX) 0.2 $1.2M -4% 12k 103.96
Vanguard Reit Vipers Etf (VNQ) 0.2 $956k -9% 9.4k 101.77
JPMorgan Chase & Co. (JPM) 0.2 $954k 6.1k 155.45
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $918k -8% 8.8k 104.79
Spdr Technology Index Etf (XLK) 0.1 $893k +2% 6.1k 147.60
Johnson & Johnson (JNJ) 0.1 $771k 4.7k 164.81
Schwab Short-Term Us Treasury Sht Tm Us Tres (SCHO) 0.1 $676k 13k 51.24
Schwab Us Div Equity Etf Etf (SCHD) 0.1 $665k -3% 8.8k 75.57
Vanguard Value Etf Etf (VTV) 0.1 $653k 4.7k 137.56
Vanguard Growth Vipers Etf (VUG) 0.1 $576k 2.0k 287.00
Nucor Corporation (NUE) 0.1 $565k 5.9k 95.97
Philip Morris International (PM) 0.1 $554k +5% 5.6k 99.07
Purefunds Ise Cyber Security Prime Cybr Scrty (HACK) 0.1 $503k 8.3k 60.60
Ishares Tr Core S&P500 Etf Etf (IVV) 0.1 $499k 1.2k 430.17
Verizon Communications (VZ) 0.1 $490k -39% 8.7k 56.05
Procter & Gamble Company (PG) 0.1 $475k 3.5k 135.06
Altria (MO) 0.1 $416k +5% 8.7k 47.70
Schwab Us Mid-Cap Etf Etf (SCHM) 0.1 $411k -5% 5.2k 78.32
Honeywell International (HON) 0.1 $388k 1.8k 219.58
Key (KEY) 0.1 $387k 19k 20.67
At&t (T) 0.1 $382k -12% 13k 28.80
Ishares Russell Top Etf (IWL) 0.1 $362k 3.5k 102.72
Facebook Cl A (FB) 0.1 $344k -25% 989.00 347.83
Ishares North American Technology Etf (IGM) 0.1 $341k 845.00 403.55
Vanguard Dividend Apprciation Etf Etf (VIG) 0.1 $337k -98% 2.2k 154.94
Pacira Pharmaceuticals (PCRX) 0.1 $334k 5.5k 60.73
Ishares Core International Aggt Bd Etf Etf (IAGG) 0.1 $327k -37% 5.9k 55.12
Boeing Company (BA) 0.1 $327k 1.4k 239.74
Wells Fargo & Company (WFC) 0.1 $325k 7.2k 45.22
Ishares Tr Rus Mid Cap Etf Etf (IWR) 0.1 $320k -6% 4.0k 79.31
Amplify Online Retail Etf (IBUY) 0.0 $310k 2.4k 129.71
International Business Machines (IBM) 0.0 $307k 2.1k 146.40
Tesla Motors (TSLA) 0.0 $288k -14% 423.00 680.85
Walt Disney Company (DIS) 0.0 $285k -3% 1.6k 175.60
Ark Etf Tr Innovation Etf Etf (ARKK) 0.0 $283k 2.2k 130.90
Vanguard Intermediate Etf (VCIT) 0.0 $273k 2.9k 94.99
Pepsi (PEP) 0.0 $261k +11% 1.8k 147.96
Select Sector Spdr Tr Energy Etf (XLE) 0.0 $260k 4.8k 53.89
General Electric Company (GE) 0.0 $256k +8% 19k 13.44
Comcast Corporation Cl A Cl A (CMCSA) 0.0 $253k -2% 4.4k 57.02
Select Sector Spdr Tr Sbi Int-Finl Etf (XLF) 0.0 $249k 6.8k 36.68
Vanguard World Fds Consum Dis Etf Etf (VCR) 0.0 $247k +8% 786.00 314.25
American Express Company (AXP) 0.0 $247k 1.5k 165.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO) 0.0 $228k -23% 4.2k 54.38
Intel Corporation (INTC) 0.0 $225k 4.0k 56.10
Proshares Tr S&P 500 Dv Arist Etf (NOBL) 0.0 $200k -8% 2.2k 90.50
Sirius Xm Holdings (SIRI) 0.0 $69k 11k 6.51

Past Filings by Bouchey Financial Group

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

View all past filings