Bouchey Financial

Bouchey Financial Group as of Sept. 30, 2023

Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 125 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.5 $135M 377k 358.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 13.2 $107M 2.2M 49.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.0 $49M 691k 70.76
Apple (AAPL) 5.6 $46M 267k 171.21
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 4.2 $34M 1.2M 28.15
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.1 $33M 637k 52.49
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.0 $33M 512k 63.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.8 $31M 241k 128.74
Dimensional Etf Trust Us High Profitab (DUHP) 3.6 $29M 1.1M 25.69
Proshares Tr S&p Mdcp 400 Div (REGL) 3.5 $29M 433k 66.74
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 3.4 $28M 721k 38.65
Ishares Tr Core Us Aggbd Et (AGG) 3.2 $26M 274k 94.04
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.1 $25M 366k 68.81
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.0 $25M 457k 53.56
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 2.7 $22M 671k 32.89
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 1.9 $15M 382k 40.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $15M 313k 47.89
Amazon (AMZN) 1.8 $15M 116k 127.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $12M 28k 427.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $12M 282k 41.42
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.3 $10M 218k 47.94
Vanguard World Fds Inf Tech Etf (VGT) 0.9 $7.6M 18k 414.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $6.7M 32k 212.41
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.5 $4.2M 85k 49.19
Select Sector Spdr Tr Technology (XLK) 0.5 $4.1M 25k 163.93
Microsoft Corporation (MSFT) 0.4 $3.5M 11k 315.76
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.8M 20k 141.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.6M 7.3k 350.30
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.4M 14k 176.77
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN) 0.3 $2.2M 67k 33.13
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.6M 15k 103.32
Union Pacific Corporation (UNP) 0.2 $1.5M 7.5k 203.62
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.4M 11k 131.85
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $1.4M 12k 115.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.4M 28k 48.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.3M 26k 50.60
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $1.3M 25k 50.89
JPMorgan Chase & Co. (JPM) 0.2 $1.3M 8.7k 145.03
Johnson & Johnson (JNJ) 0.1 $1.2M 7.6k 155.75
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.2M 8.8k 130.86
Bank of America Corporation (BAC) 0.1 $1.1M 41k 27.38
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 0.1 $1.0M 27k 38.30
Nucor Corporation (NUE) 0.1 $982k 6.3k 156.36
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.1 $859k 22k 38.98
NVIDIA Corporation (NVDA) 0.1 $837k 1.9k 435.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $808k 11k 75.68
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.1 $789k 20k 38.86
Exxon Mobil Corporation (XOM) 0.1 $729k 6.2k 117.58
Ishares Tr Core S&p500 Etf (IVV) 0.1 $705k 1.6k 430.02
UnitedHealth (UNH) 0.1 $682k 1.4k 504.19
Vanguard Index Fds Growth Etf (VUG) 0.1 $679k 2.5k 272.31
Philip Morris International (PM) 0.1 $644k 6.9k 92.78
Tesla Motors (TSLA) 0.1 $637k 2.5k 250.22
First Tr Exchng Traded Fd Vi Ft Cboe Us Eq Md (GAPR) 0.1 $626k 20k 30.67
Eli Lilly & Co. (LLY) 0.1 $620k 1.2k 537.32
Sixth Street Specialty Lending (TSLX) 0.1 $618k 30k 20.44
Abbvie (ABBV) 0.1 $616k 4.1k 149.06
McDonald's Corporation (MCD) 0.1 $613k 2.3k 263.49
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $581k 41k 14.03
Procter & Gamble Company (PG) 0.1 $561k 3.8k 145.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $527k 1.3k 393.06
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $518k 7.2k 72.38
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $515k 3.6k 143.80
Pepsi (PEP) 0.1 $514k 3.0k 169.46
Vanguard Index Fds Value Etf (VTV) 0.1 $510k 3.7k 137.93
Vanguard Index Fds Small Cp Etf (VB) 0.1 $507k 2.7k 189.05
International Business Machines (IBM) 0.1 $503k 3.6k 140.31
Select Sector Spdr Tr Energy (XLE) 0.1 $475k 5.3k 90.39
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $457k 4.4k 103.99
Lockheed Martin Corporation (LMT) 0.1 $446k 1.1k 409.10
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $442k 8.8k 50.32
Home Depot (HD) 0.1 $442k 1.5k 302.26
Ares Capital Corporation (ARCC) 0.1 $435k 22k 19.47
Etf Managers Tr Prime Cybr Scrty 0.1 $428k 8.3k 51.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $427k 8.2k 51.87
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.1 $426k 11k 37.38
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $411k 4.3k 94.67
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $407k 6.8k 59.73
Paychex (PAYX) 0.0 $406k 3.5k 115.31
Verizon Communications (VZ) 0.0 $395k 12k 32.41
Meta Platforms Cl A (META) 0.0 $391k 1.3k 300.21
Vanguard World Fds Financials Etf (VFH) 0.0 $365k 4.5k 80.36
Amgen (AMGN) 0.0 $361k 1.3k 268.86
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $358k 7.8k 45.75
First Tr Exchng Traded Fd Vi Cboe Vest Us Equ (XJUL) 0.0 $357k 12k 30.15
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $355k 5.2k 67.68
Honeywell International (HON) 0.0 $348k 1.9k 184.74
Altria (MO) 0.0 $344k 8.2k 42.15
Visa Com Cl A (V) 0.0 $338k 1.5k 230.04
Advanced Micro Devices (AMD) 0.0 $337k 3.3k 102.82
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $323k 845.00 382.18
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $321k 700.00 458.20
Ishares Tr Morningstar Grwt (ILCG) 0.0 $302k 5.1k 59.77
Nextera Energy (NEE) 0.0 $297k 5.2k 57.29
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $297k 6.3k 47.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $293k 4.2k 69.25
Cisco Systems (CSCO) 0.0 $284k 5.3k 53.76
Microchip Technology (MCHP) 0.0 $282k 3.6k 78.05
Wells Fargo & Company (WFC) 0.0 $273k 6.7k 40.86
Wal-Mart Stores (WMT) 0.0 $265k 1.7k 159.94
Deere & Company (DE) 0.0 $264k 698.00 378.18
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $259k 5.0k 51.99
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $253k 2.8k 88.96
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $244k 1.6k 155.75
Blackstone Group Inc Com Cl A (BX) 0.0 $238k 2.2k 107.14
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $236k 2.3k 103.37
Comcast Corp Cl A (CMCSA) 0.0 $235k 5.3k 44.34
American Express Company (AXP) 0.0 $232k 1.6k 149.19
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $231k 4.7k 48.95
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.0 $226k 6.7k 33.49
Select Sector Spdr Tr Financial (XLF) 0.0 $225k 6.8k 33.17
At&t (T) 0.0 $225k 15k 15.02
FactSet Research Systems (FDS) 0.0 $223k 510.00 437.26
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $222k 900.00 247.06
Vanguard Index Fds Large Cap Etf (VV) 0.0 $222k 1.1k 195.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $216k 5.5k 39.21
Caterpillar (CAT) 0.0 $212k 778.00 272.84
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $212k 786.00 269.37
General Electric Com New (GE) 0.0 $210k 1.9k 110.55
Palo Alto Networks (PANW) 0.0 $209k 890.00 234.44
Wisdomtree Tr Us Esg Fund 0.0 $205k 4.6k 44.17
Mondelez Intl Cl A (MDLZ) 0.0 $202k 2.9k 69.40
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $202k 3.4k 60.03
S&p Global (SPGI) 0.0 $201k 551.00 365.41
Key (KEY) 0.0 $201k 19k 10.76