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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 QQQM, VOO, QQQ, DUHP, DGRW, and represent 41.04% of Bouchey Financial Group's stock portfolio.
Added to shares of these 10 stocks: FTCB (+$40M), SMH (+$13M), QQQM (+$6.4M), HODL (+$5.5M), AGG, JCPB, AVGO, VOO, NLR, SCHI.
Started 16 new stock positions in SXI, NOC, SPDW, VLO, TPL, KLAC, ULST, Ea Series Trust, AMAT, CBU. PULS, INTC, FTCB, TRTX, COP, NFLX.
Reduced shares in these 10 stocks: SCHR (-$36M), SCHA (-$7.0M), SCHD (-$5.6M), QQQ (-$5.2M), DFAS, SCHB, GOOG, VGT, VUG, NVDA.
Sold out of its positions in CRWD, ORCL, PAYX, SCHR, TMO, VB.
Bouchey Financial Group was a net buyer of stock by $18M.
Bouchey Financial Group has $1.4B in assets under management (AUM), dropping by 2.21%.
Central Index Key (CIK): 0001599054

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Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 173 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	11.3	$154M	+4%	614k	251.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.2	$153M		245k	625.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.6	$91M	-5%	148k	610.19	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.0	$82M		2.2M	38.09	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	5.8	$79M		875k	90.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.6	$77M	+2%	772k	99.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.3	$73M	-7%	2.4M	30.94	View chart
Apple (AAPL)	5.0	$68M		261k	260.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.7	$64M	-3%	2.5M	26.25	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.2	$43M	+3%	913k	47.12	View chart
First Tr Exchange-traded Core Investment (FTCB)	2.9	$40M	NEW	1.9M	21.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.6	$35M		118k	298.24	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.6	$35M	+60%	82k	430.31	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.5	$34M	+3%	1.5M	22.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.2	$31M	+2%	529k	57.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	2.1	$29M		767k	38.08	View chart
Amazon (AMZN)	2.0	$27M	+3%	116k	233.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	1.7	$23M		474k	48.00	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	1.4	$20M	+39%	958k	20.41	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.4	$19M	+6%	140k	136.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	1.3	$18M		450k	39.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$16M		24k	680.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$10M		30k	335.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$9.9M	-11%	13k	740.15	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$7.4M		100k	73.75	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$7.0M	+3%	49k	142.07	View chart
Microsoft Corporation (MSFT)	0.4	$5.3M		14k	373.08	View chart
NVIDIA Corporation (NVDA)	0.4	$5.2M	-10%	29k	183.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$4.5M	-8%	105k	42.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.2M		8.6k	485.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.4M	+7%	11k	318.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.3M		13k	261.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.1M	-3%	16k	198.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.7M		18k	152.67	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.6M	-4%	8.3k	311.01	View chart
Broadcom (AVGO)	0.2	$2.2M	+146%	6.2k	354.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.1M	-40%	6.8k	316.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.1M		78k	26.79	View chart
Micron Technology (MU)	0.2	$2.1M	+4%	4.9k	421.62	View chart
Union Pacific Corporation (UNP)	0.1	$1.9M	+3%	7.7k	251.15	View chart
Johnson & Johnson (JNJ)	0.1	$1.8M	+4%	7.7k	241.32	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.8M	-79%	60k	30.82	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$1.8M		12k	148.67	View chart
Tesla Motors (TSLA)	0.1	$1.6M	+8%	4.5k	345.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$1.5M	+127%	35k	41.28	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$1.4M		35k	39.80	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.3M		39k	32.48	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	-15%	24k	52.71	View chart
Philip Morris International (PM)	0.1	$1.2M		7.5k	161.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.2M	+10%	24k	50.26	View chart
McDonald's Corporation (MCD)	0.1	$1.1M	+4%	3.7k	309.55	View chart
Nucor Corporation (NUE)	0.1	$1.1M		6.2k	184.56	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	+3%	1.2k	955.33	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.1M	-2%	7.5k	149.33	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.1M	-12%	22k	49.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$1.1M	+146%	29k	38.00	View chart
Caterpillar (CAT)	0.1	$1.0M	+32%	1.3k	786.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.0M		1.5k	683.17	View chart
Meta Platforms Cl A (META)	0.1	$1.0M	+3%	1.6k	628.43	View chart
Abbvie (ABBV)	0.1	$996k	-2%	4.7k	212.40	View chart
Advanced Micro Devices (AMD)	0.1	$982k		4.1k	236.64	View chart
Cisco Systems (CSCO)	0.1	$979k	+23%	12k	83.47	View chart
Home Depot (HD)	0.1	$979k	+8%	2.9k	339.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$967k		10k	92.78	View chart
Ge Aerospace Com New (GE)	0.1	$932k	+2%	3.0k	313.31	View chart
Ea Series Trust Alpha Architect	0.1	$915k	NEW	18k	51.34	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$790k		41k	19.09	View chart
Lockheed Martin Corporation (LMT)	0.1	$775k	+10%	1.2k	623.74	View chart
Exxon Mobil Corporation (XOM)	0.1	$771k	+6%	5.0k	155.04	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$765k		3.6k	214.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$745k		5.7k	130.75	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$739k	NEW	15k	49.58	View chart
Ge Vernova (GEV)	0.1	$739k	+8%	763.00	968.37	View chart
International Business Machines (IBM)	0.1	$730k		3.1k	237.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$675k		7.2k	93.86	View chart
Nextera Energy (NEE)	0.0	$663k	+7%	7.0k	94.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.0	$656k		17k	37.88	View chart
Wells Fargo & Company (WFC)	0.0	$652k		7.6k	86.02	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$650k		8.2k	79.01	View chart
Visa Com Cl A (V)	0.0	$650k	+5%	2.1k	308.26	View chart
Amgen (AMGN)	0.0	$649k	+3%	1.8k	355.60	View chart
Verizon Communications (VZ)	0.0	$646k	+5%	14k	47.78	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$645k		5.1k	127.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$604k	-26%	3.0k	202.95	View chart
Wal-Mart Stores (WMT)	0.0	$602k	+66%	4.7k	129.14	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$596k		11k	56.36	View chart
Procter & Gamble Company (PG)	0.0	$577k	+18%	3.9k	146.68	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$569k		7.6k	74.80	View chart
Altria (MO)	0.0	$566k	+3%	8.3k	67.92	View chart
Costco Wholesale Corporation (COST)	0.0	$565k	+37%	547.00	1032.34	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$557k		7.8k	71.23	View chart
Raytheon Technologies Corp (RTX)	0.0	$551k		2.7k	203.22	View chart
Tpg Re Finance Trust Inc reit (TRTX)	0.0	$536k	NEW	66k	8.17	View chart
Chevron Corporation (CVX)	0.0	$516k	+54%	2.7k	190.36	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$512k		5.1k	101.27	View chart
Lam Research Corp Com New (LRCX)	0.0	$502k	+7%	1.9k	258.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.0	$479k		12k	39.68	View chart
Honeywell International (HON)	0.0	$462k	+3%	2.0k	236.06	View chart
Deere & Company (DE)	0.0	$460k	+49%	743.00	618.82	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$459k	+14%	8.9k	51.33	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$456k		4.3k	107.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$444k	-91%	5.9k	74.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$430k		4.2k	101.14	View chart
Palo Alto Networks (PANW)	0.0	$427k	+9%	2.6k	166.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$426k	-63%	926.00	459.52	View chart
Morgan Stanley Com New (MS)	0.0	$419k		2.4k	178.16	View chart
Pepsi (PEP)	0.0	$413k	+10%	2.6k	157.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.0	$408k		10k	39.62	View chart
Merck & Co (MRK)	0.0	$396k	+68%	3.2k	122.68	View chart
Fastenal Company (FAST)	0.0	$380k	+5%	7.7k	49.10	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$376k		1.0k	365.49	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$375k		2.2k	168.03	View chart
Key (KEY)	0.0	$369k		17k	21.65	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$364k		7.4k	48.96	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$355k		1.1k	312.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$350k	-2%	8.4k	41.81	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$347k		536.00	646.68	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$345k		2.8k	121.46	View chart
Applied Materials (AMAT)	0.0	$345k	NEW	867.00	397.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$339k		1.5k	222.85	View chart
Allstate Corporation (ALL)	0.0	$334k	+9%	1.6k	214.52	View chart
At&t (T)	0.0	$332k	+3%	12k	26.84	View chart
Community Bank System (CBU)	0.0	$330k	NEW	5.2k	62.95	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$315k		3.6k	87.33	View chart
Abbott Laboratories (ABT)	0.0	$312k	+31%	3.0k	102.72	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$311k		804.00	386.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$309k		5.5k	56.44	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$308k		2.3k	135.41	View chart
UnitedHealth (UNH)	0.0	$308k		1.0k	306.91	View chart
Coca-Cola Company (KO)	0.0	$303k	+28%	3.9k	78.19	View chart
Palantir Technologies Cl A (PLTR)	0.0	$303k	+29%	2.3k	130.49	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$294k		786.00	373.59	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$294k		3.1k	94.38	View chart
American Express Company (AXP)	0.0	$287k	-17%	902.00	318.63	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.0	$282k	NEW	7.0k	40.40	View chart
American Electric Power Company (AEP)	0.0	$281k		2.1k	137.15	View chart
United Rentals (URI)	0.0	$279k		363.00	767.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.0	$278k		6.4k	43.63	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$276k	+8%	359.00	767.91	View chart
Microchip Technology (MCHP)	0.0	$275k	+2%	3.9k	71.22	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$274k		8.4k	32.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$271k	+11%	8.9k	30.45	View chart
Vanguard World Financials Etf (VFH)	0.0	$270k	-21%	2.1k	125.88	View chart
S&p Global (SPGI)	0.0	$267k	-2%	630.00	424.32	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$263k		2.9k	89.81	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$258k		3.7k	68.77	View chart
Ishares Tr Future Exponenti (XT)	0.0	$256k		3.6k	71.21	View chart
Spdr Series Trust State Street Spd (LGLV)	0.0	$255k		1.4k	182.39	View chart
Northrop Grumman Corporation (NOC)	0.0	$255k	NEW	369.00	690.57	View chart
Danaher Corporation (DHR)	0.0	$252k		1.3k	193.28	View chart
TJX Companies (TJX)	0.0	$245k	+5%	1.5k	165.00	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$245k		2.8k	87.37	View chart
Netflix (NFLX)	0.0	$244k	NEW	2.4k	102.05	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$234k		4.7k	50.30	View chart
Intel Corporation (INTC)	0.0	$233k	NEW	3.8k	61.73	View chart
Standex Int'l (SXI)	0.0	$229k	NEW	840.00	272.65	View chart
Sherwin-Williams Company (SHW)	0.0	$229k	+7%	682.00	335.73	View chart
Valero Energy Corporation (VLO)	0.0	$228k	NEW	971.00	235.10	View chart
Goldman Sachs (GS)	0.0	$225k	+7%	249.00	905.04	View chart
Arista Networks Com Shs (ANET)	0.0	$223k	-2%	1.5k	146.05	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$220k		1.9k	117.94	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$220k	+4%	2.0k	108.11	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$218k	NEW	4.5k	48.09	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$218k		4.7k	46.14	View chart
ConocoPhillips (COP)	0.0	$216k	NEW	1.8k	123.50	View chart
Mastercard Incorporated Cl A (MA)	0.0	$216k	+2%	428.00	504.61	View chart
Texas Pacific Land Corp (TPL)	0.0	$214k	NEW	567.00	377.97	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$214k		2.9k	74.12	View chart
Kla Corp Com New (KLAC)	0.0	$214k	NEW	124.00	1727.27	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.0	$203k		2.0k	103.12	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$202k		4.5k	44.82	View chart
Barings Bdc (BBDC)	0.0	$86k		10k	8.34	View chart
Plug Pwr Com New (PLUG)	0.0	$34k	+20%	13k	2.74	View chart

Past Filings by Bouchey Financial Group

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

Bouchey Financial Group 2026 Q1 filed April 13, 2026
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

View all past filings

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