Bouchey Financial

Bouchey Financial Group as of Dec. 31, 2023

Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 136 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.9 $158M 385k 409.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.3 $133M 2.4M 55.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.2 $58M 765k 76.13
Apple (AAPL) 5.5 $52M 269k 192.53
Dimensional Etf Trust Us High Profitab (DUHP) 4.8 $45M 1.6M 28.61
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 4.4 $41M 1.3M 32.64
Wisdomtree Tr Us Qtly Div Grt (DGRW) 3.9 $36M 515k 70.28
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.5 $33M 238k 136.38
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.9 $27M 373k 72.03
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.7 $25M 418k 59.62
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $25M 107k 232.64
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.2 $21M 378k 55.05
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $21M 208k 99.25
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 2.1 $20M 485k 40.38
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.0 $19M 383k 49.72
Amazon (AMZN) 1.9 $18M 117k 151.94
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $17M 354k 48.45
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) 1.7 $16M 437k 36.50
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.6 $15M 342k 44.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $15M 194k 77.37
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 1.6 $15M 426k 34.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $13M 28k 475.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $8.8M 120k 73.55
Vanguard World Fds Inf Tech Etf (VGT) 0.9 $8.7M 18k 484.01
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $8.3M 177k 47.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $7.9M 33k 237.22
Select Sector Spdr Tr Technology (XLK) 0.5 $4.7M 25k 192.48
Microsoft Corporation (MSFT) 0.5 $4.3M 11k 376.05
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.4 $3.6M 72k 49.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $3.1M 8.8k 356.66
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.9M 19k 157.80
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.8M 14k 200.72
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN) 0.3 $2.5M 72k 35.13
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $2.0M 49k 40.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.9M 18k 111.63
Union Pacific Corporation (UNP) 0.2 $1.8M 7.5k 245.61
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $1.5M 12k 124.97
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.5M 11k 140.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.5M 26k 56.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.4M 28k 51.05
JPMorgan Chase & Co. (JPM) 0.2 $1.4M 8.4k 170.11
Bank of America Corporation (BAC) 0.2 $1.4M 42k 33.67
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.2M 8.7k 139.69
Johnson & Johnson (JNJ) 0.1 $1.2M 7.4k 156.75
Nucor Corporation (NUE) 0.1 $1.1M 6.2k 174.58
NVIDIA Corporation (NVDA) 0.1 $1.0M 2.0k 495.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $922k 10k 88.36
Ishares Tr Core S&p500 Etf (IVV) 0.1 $849k 1.8k 477.60
Vanguard Index Fds Growth Etf (VUG) 0.1 $774k 2.5k 310.88
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.1 $748k 18k 42.51
UnitedHealth (UNH) 0.1 $703k 1.3k 526.47
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 0.1 $688k 17k 41.44
Eli Lilly & Co. (LLY) 0.1 $672k 1.2k 583.12
McDonald's Corporation (MCD) 0.1 $670k 2.3k 296.51
First Tr Exchng Traded Fd Vi Ft Cboe Us Eq Md (GAPR) 0.1 $667k 20k 32.73
Tesla Motors (TSLA) 0.1 $654k 2.6k 248.48
Sixth Street Specialty Lending (TSLX) 0.1 $653k 30k 21.60
Abbvie (ABBV) 0.1 $624k 4.0k 154.97
Philip Morris International (PM) 0.1 $608k 6.4k 94.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $604k 1.4k 436.67
First Tr Exchng Traded Fd Vi Cboe Vest Us Equ (XJUL) 0.1 $602k 19k 32.08
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $589k 3.6k 164.42
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $571k 41k 13.80
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $559k 7.2k 78.03
Procter & Gamble Company (PG) 0.1 $556k 3.8k 146.53
International Business Machines (IBM) 0.1 $549k 3.4k 163.53
Vanguard Index Fds Value Etf (VTV) 0.1 $548k 3.7k 149.50
Verizon Communications (VZ) 0.1 $538k 14k 37.70
Pepsi (PEP) 0.1 $528k 3.1k 169.90
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $516k 4.4k 117.45
Home Depot (HD) 0.1 $504k 1.5k 346.57
First Tr Exchng Traded Fd Vi Ft Cboe Vest U S (GJUL) 0.1 $502k 16k 32.08
Etf Managers Tr Prime Cybr Scrty 0.1 $501k 8.3k 60.41
Amgen (AMGN) 0.1 $485k 1.7k 288.01
Lockheed Martin Corporation (LMT) 0.1 $484k 1.1k 453.40
Advanced Micro Devices (AMD) 0.1 $481k 3.3k 147.41
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $470k 4.3k 108.25
Oaktree Specialty Lending Corp (OCSL) 0.1 $468k 23k 20.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $462k 8.2k 56.14
Exxon Mobil Corporation (XOM) 0.0 $454k 4.5k 99.99
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $448k 6.7k 67.06
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.0 $448k 11k 42.67
Ares Capital Corporation (ARCC) 0.0 $447k 22k 20.03
Select Sector Spdr Tr Energy (XLE) 0.0 $441k 5.3k 83.84
Paychex (PAYX) 0.0 $419k 3.5k 119.10
Vanguard World Fds Financials Etf (VFH) 0.0 $409k 4.4k 92.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $395k 5.2k 75.32
Honeywell International (HON) 0.0 $395k 1.9k 209.71
Visa Com Cl A (V) 0.0 $392k 1.5k 260.44
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $392k 7.8k 50.12
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $379k 845.00 448.18
Vanguard Index Fds Small Cp Etf (VB) 0.0 $365k 1.7k 213.31
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $364k 7.2k 50.62
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $357k 700.00 509.27
Microchip Technology (MCHP) 0.0 $344k 3.8k 90.18
Ishares Tr Morningstar Grwt (ILCG) 0.0 $343k 5.1k 67.82
Wells Fargo & Company (WFC) 0.0 $339k 6.9k 49.22
Meta Platforms Cl A (META) 0.0 $331k 935.00 353.96
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $329k 4.2k 77.73
Altria (MO) 0.0 $322k 8.0k 40.45
Cisco Systems (CSCO) 0.0 $317k 6.3k 50.52
Nextera Energy (NEE) 0.0 $315k 5.2k 60.74
American Express Company (AXP) 0.0 $297k 1.6k 187.34
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $295k 5.0k 59.24
Palo Alto Networks (PANW) 0.0 $286k 970.00 294.88
Deere & Company (DE) 0.0 $280k 699.00 400.52
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $272k 2.8k 95.90
At&t (T) 0.0 $268k 16k 16.78
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $267k 1.6k 170.40
Key (KEY) 0.0 $265k 18k 14.40
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $262k 2.3k 115.09
Select Sector Spdr Tr Financial (XLF) 0.0 $255k 6.8k 37.60
Wal-Mart Stores (WMT) 0.0 $253k 1.6k 157.90
Vanguard Index Fds Large Cap Etf (VV) 0.0 $248k 1.1k 218.13
Blackstone Group Inc Com Cl A (BX) 0.0 $247k 1.9k 130.89
FactSet Research Systems (FDS) 0.0 $243k 510.00 477.05
S&p Global (SPGI) 0.0 $241k 548.00 440.52
Comcast Corp Cl A (CMCSA) 0.0 $240k 5.5k 43.85
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $239k 786.00 304.55
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $237k 4.7k 50.16
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $236k 900.00 262.55
Caterpillar (CAT) 0.0 $234k 791.00 295.61
Wisdomtree Tr Us Esg Fund 0.0 $228k 4.6k 49.19
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $226k 3.4k 67.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $225k 5.5k 41.10
Nike CL B (NKE) 0.0 $213k 2.0k 108.60
American Electric Power Company (AEP) 0.0 $212k 2.6k 81.22
Fastenal Company (FAST) 0.0 $211k 3.3k 64.77
General Electric Com New (GE) 0.0 $209k 1.6k 127.64
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $208k 4.1k 50.70
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.0 $206k 5.1k 40.63
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $203k 1.4k 145.01
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJAN) 0.0 $202k 5.9k 34.48
Barings Bdc (BBDC) 0.0 $88k 10k 8.58
Plug Power Com New (PLUG) 0.0 $88k 20k 4.50
Sirius Xm Holdings (SIRI) 0.0 $58k 11k 5.47