Bouchey Financial

Bouchey Financial Group as of March 31, 2024

Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 149 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.0 $173M 389k 444.09
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.7 $149M 2.4M 61.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.5 $66M 814k 80.63
Dimensional Etf Trust Us High Profitab (DUHP) 5.2 $53M 1.7M 31.61
Apple (AAPL) 4.5 $46M 267k 171.48
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 4.4 $45M 1.3M 35.19
Wisdomtree Tr Us Qtly Div Grt (DGRW) 3.9 $39M 516k 76.19
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.5 $35M 239k 147.73
Ishares Tr Core Us Aggbd Et (AGG) 2.8 $29M 294k 97.94
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.8 $29M 376k 76.36
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $28M 110k 249.86
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.7 $27M 435k 62.34
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.2 $23M 395k 57.86
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.1 $21M 436k 49.05
Amazon (AMZN) 2.1 $21M 117k 180.38
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 2.0 $21M 514k 40.50
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 1.7 $17M 438k 38.68
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.6 $16M 362k 44.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $16M 206k 77.31
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 1.5 $15M 426k 35.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $14M 27k 523.11
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.2 $12M 256k 48.21
Vanguard World Inf Tech Etf (VGT) 0.9 $9.4M 18k 524.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $8.5M 33k 259.90
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $8.5M 173k 49.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $8.4M 116k 72.63
Select Sector Spdr Tr Technology (XLK) 0.5 $5.2M 25k 208.27
Microsoft Corporation (MSFT) 0.5 $4.8M 11k 420.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.7M 8.7k 420.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $3.1M 18k 169.37
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.9M 14k 210.31
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $2.8M 57k 49.55
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.3 $2.6M 72k 36.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.1M 17k 120.99
NVIDIA Corporation (NVDA) 0.2 $1.9M 2.1k 903.35
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $1.9M 47k 40.05
Union Pacific Corporation (UNP) 0.2 $1.8M 7.4k 245.92
JPMorgan Chase & Co. (JPM) 0.2 $1.7M 8.4k 200.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.6M 26k 62.06
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.6M 10k 152.26
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $1.6M 12k 131.24
Bank of America Corporation (BAC) 0.2 $1.6M 42k 37.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M 28k 50.60
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.2M 8.2k 150.93
Nucor Corporation (NUE) 0.1 $1.2M 6.1k 198.43
Johnson & Johnson (JNJ) 0.1 $1.2M 7.3k 158.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.0M 13k 81.43
Eli Lilly & Co. (LLY) 0.1 $932k 1.2k 778.22
Ishares Tr Core S&p500 Etf (IVV) 0.1 $914k 1.7k 525.71
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $902k 10k 86.48
Vanguard Index Fds Growth Etf (VUG) 0.1 $857k 2.5k 344.20
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $776k 17k 44.74
Abbvie (ABBV) 0.1 $733k 4.0k 182.10
UnitedHealth (UNH) 0.1 $716k 1.4k 494.70
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $713k 17k 43.22
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.1 $694k 21k 33.68
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $664k 20k 33.87
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $651k 41k 15.73
Sixth Street Specialty Lending (TSLX) 0.1 $648k 30k 21.43
Vanguard Index Fds Value Etf (VTV) 0.1 $642k 3.9k 162.86
McDonald's Corporation (MCD) 0.1 $634k 2.3k 281.95
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) 0.1 $632k 19k 33.25
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $628k 3.6k 175.27
International Business Machines (IBM) 0.1 $609k 3.2k 190.98
Advanced Micro Devices (AMD) 0.1 $607k 3.4k 180.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $602k 1.3k 480.61
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $598k 7.2k 83.58
Procter & Gamble Company (PG) 0.1 $590k 3.6k 162.27
Verizon Communications (VZ) 0.1 $582k 14k 41.96
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $564k 13k 45.27
Philip Morris International (PM) 0.1 $563k 6.1k 91.90
Home Depot (HD) 0.1 $558k 1.5k 383.55
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.1 $540k 15k 36.03
Pepsi (PEP) 0.1 $540k 3.1k 175.07
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $532k 8.3k 64.11
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN) 0.0 $501k 16k 31.76
Lockheed Martin Corporation (LMT) 0.0 $486k 1.1k 454.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $483k 8.2k 58.65
Amgen (AMGN) 0.0 $479k 1.7k 284.40
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $477k 3.8k 123.90
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $476k 4.3k 110.52
Ares Capital Corporation (ARCC) 0.0 $465k 22k 20.82
Tesla Motors (TSLA) 0.0 $442k 2.5k 175.79
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $437k 6.0k 72.81
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $437k 5.1k 86.18
Meta Platforms Cl A (META) 0.0 $434k 894.00 485.58
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $433k 7.8k 55.40
Paychex (PAYX) 0.0 $433k 3.5k 122.79
Exxon Mobil Corporation (XOM) 0.0 $431k 3.7k 116.23
Visa Com Cl A (V) 0.0 $414k 1.5k 279.03
Wells Fargo & Company (WFC) 0.0 $401k 6.9k 57.96
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $390k 700.00 557.41
Honeywell International (HON) 0.0 $387k 1.9k 205.25
Vanguard Index Fds Small Cp Etf (VB) 0.0 $384k 1.7k 228.55
Vanguard World Financials Etf (VFH) 0.0 $382k 3.7k 102.38
Ishares Tr Morningstar Grwt (ILCG) 0.0 $382k 5.1k 75.48
American Express Company (AXP) 0.0 $361k 1.6k 227.69
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $356k 4.2k 84.09
Altria (MO) 0.0 $354k 8.1k 43.74
Microchip Technology (MCHP) 0.0 $342k 3.8k 89.71
Nextera Energy (NEE) 0.0 $331k 5.2k 63.91
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) 0.0 $318k 9.5k 33.62
Cisco Systems (CSCO) 0.0 $313k 6.3k 49.91
Palo Alto Networks (PANW) 0.0 $303k 1.1k 284.13
Wal-Mart Stores (WMT) 0.0 $290k 4.8k 60.25
Caterpillar (CAT) 0.0 $290k 791.00 366.47
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $290k 2.3k 127.12
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $289k 2.8k 101.78
Deere & Company (DE) 0.0 $288k 700.00 411.19
Select Sector Spdr Tr Financial (XLF) 0.0 $286k 6.8k 42.12
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $286k 1.6k 182.61
At&t (T) 0.0 $286k 16k 17.60
General Electric Com New (GE) 0.0 $284k 1.6k 175.53
Vanguard Index Fds Large Cap Etf (VV) 0.0 $272k 1.1k 239.74
Key (KEY) 0.0 $269k 17k 15.81
Vanguard World Consum Dis Etf (VCR) 0.0 $260k 819.00 317.73
Fastenal Company (FAST) 0.0 $251k 3.3k 77.14
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $245k 4.5k 54.54
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $245k 3.4k 72.83
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $245k 4.0k 61.56
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $242k 5.7k 42.13
Comcast Corp Cl A (CMCSA) 0.0 $238k 5.5k 43.35
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $236k 4.7k 49.90
S&p Global (SPGI) 0.0 $233k 548.00 425.45
FactSet Research Systems (FDS) 0.0 $232k 510.00 454.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $228k 5.5k 41.77
Blackstone Group Inc Com Cl A (BX) 0.0 $226k 1.7k 131.37
American Electric Power Company (AEP) 0.0 $225k 2.6k 86.10
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 0.0 $220k 6.1k 35.88
Constellation Brands Cl A (STZ) 0.0 $220k 808.00 271.76
Oracle Corporation (ORCL) 0.0 $219k 1.7k 125.61
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $218k 1.4k 155.74
Morgan Stanley Com New (MS) 0.0 $216k 2.3k 94.18
Sherwin-Williams Company (SHW) 0.0 $216k 621.00 347.33
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $216k 5.0k 42.88
Walt Disney Company (DIS) 0.0 $215k 1.8k 122.38
Merck & Co (MRK) 0.0 $214k 1.6k 132.15
Ishares Tr Exponential Tech (XT) 0.0 $214k 3.6k 59.62
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $212k 4.2k 50.67
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.0 $210k 6.1k 34.44
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.0 $210k 7.8k 26.98
Ishares Tr U S Equity Factr (LRGF) 0.0 $207k 3.8k 53.81
Cigna Corp (CI) 0.0 $207k 569.00 363.19
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $204k 2.8k 72.55
Anthem (ELV) 0.0 $203k 391.00 518.54
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $201k 2.6k 78.56
Barings Bdc (BBDC) 0.0 $96k 10k 9.30
Plug Power Com New (PLUG) 0.0 $67k 20k 3.44
Sirius Xm Holdings (SIRI) 0.0 $41k 11k 3.88