Bouchey Financial

Bouchey Financial Group as of June 30, 2024

Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 148 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.3 $183M 381k 479.23
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 15.2 $160M 2.5M 62.91
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.2 $75M 966k 78.05
Apple (AAPL) 5.7 $60M 283k 210.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.6 $59M 754k 77.99
Dimensional Etf Trust Us High Profitab (DUHP) 5.3 $56M 1.7M 31.99
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 4.4 $47M 1.3M 36.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.2 $33M 229k 145.75
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $31M 315k 97.07
Amazon (AMZN) 2.4 $25M 131k 193.25
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $24M 98k 242.33
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.2 $23M 404k 56.68
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.1 $22M 369k 60.08
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 2.1 $22M 537k 40.47
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.8 $19M 397k 48.77
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 1.7 $18M 493k 35.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $17M 214k 77.27
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.6 $17M 374k 44.10
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 1.4 $15M 421k 36.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $14M 27k 544.25
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $11M 219k 48.13
Vanguard World Inf Tech Etf (VGT) 1.0 $10M 18k 576.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $8.7M 33k 267.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $8.1M 172k 47.45
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $8.0M 111k 72.05
Select Sector Spdr Tr Technology (XLK) 0.5 $5.6M 25k 226.20
Microsoft Corporation (MSFT) 0.5 $5.3M 12k 446.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $3.6M 8.7k 406.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $3.0M 18k 164.26
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.8M 14k 202.86
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $2.6M 53k 49.51
NVIDIA Corporation (NVDA) 0.2 $2.4M 19k 123.51
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.2 $2.2M 60k 36.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.0M 17k 118.56
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.9M 10k 183.37
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $1.8M 46k 39.71
JPMorgan Chase & Co. (JPM) 0.2 $1.7M 8.3k 202.21
Bank of America Corporation (BAC) 0.2 $1.7M 42k 39.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.7M 26k 64.25
Union Pacific Corporation (UNP) 0.2 $1.6M 7.0k 226.24
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.5M 12k 127.17
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.4M 7.9k 182.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M 28k 50.10
Johnson & Johnson (JNJ) 0.1 $1.0M 7.1k 146.11
Eli Lilly & Co. (LLY) 0.1 $1.0M 1.1k 904.64
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.0M 13k 77.83
Nucor Corporation (NUE) 0.1 $968k 6.1k 158.58
Ishares Tr Core S&p500 Etf (IVV) 0.1 $967k 1.8k 546.95
Vanguard Index Fds Growth Etf (VUG) 0.1 $954k 2.6k 373.82
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $899k 20k 44.60
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $875k 10k 83.89
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) 0.1 $772k 22k 34.57
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $764k 17k 46.01
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.1 $756k 21k 35.65
UnitedHealth (UNH) 0.1 $731k 1.4k 509.05
Abbvie (ABBV) 0.1 $687k 4.0k 171.45
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $680k 20k 34.73
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $671k 41k 16.21
Sixth Street Specialty Lending (TSLX) 0.1 $645k 30k 21.32
Vanguard Index Fds Value Etf (VTV) 0.1 $644k 4.0k 160.56
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) 0.1 $641k 19k 33.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $622k 1.2k 500.00
Tesla Motors (TSLA) 0.1 $613k 3.1k 197.87
Philip Morris International (PM) 0.1 $608k 6.0k 101.52
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $606k 3.6k 169.27
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $600k 7.2k 83.83
Procter & Gamble Company (PG) 0.1 $598k 3.6k 164.74
Advanced Micro Devices (AMD) 0.1 $592k 3.7k 162.15
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $582k 13k 46.74
McDonald's Corporation (MCD) 0.1 $568k 2.2k 254.59
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.1 $554k 15k 37.10
International Business Machines (IBM) 0.1 $548k 3.2k 172.82
Verizon Communications (VZ) 0.1 $542k 13k 41.21
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $537k 8.3k 64.70
Amgen (AMGN) 0.1 $532k 1.7k 312.02
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN) 0.0 $509k 16k 32.48
Lockheed Martin Corporation (LMT) 0.0 $508k 1.1k 466.48
Home Depot (HD) 0.0 $506k 1.5k 343.52
Meta Platforms Cl A (META) 0.0 $490k 972.00 504.12
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $483k 3.9k 123.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $482k 8.2k 58.58
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $478k 5.1k 94.28
Pepsi (PEP) 0.0 $470k 2.9k 164.62
Ares Capital Corporation (ARCC) 0.0 $465k 22k 20.82
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $459k 4.3k 106.55
Exxon Mobil Corporation (XOM) 0.0 $446k 3.9k 114.92
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $444k 7.8k 56.81
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $436k 5.9k 73.70
Palo Alto Networks (PANW) 0.0 $428k 1.3k 338.88
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $420k 5.9k 71.04
Paychex (PAYX) 0.0 $412k 3.5k 118.39
Ishares Tr Morningstar Grwt (ILCG) 0.0 $411k 5.1k 81.23
Wells Fargo & Company (WFC) 0.0 $410k 6.9k 59.28
Honeywell International (HON) 0.0 $407k 1.9k 213.09
Visa Com Cl A (V) 0.0 $402k 1.5k 262.23
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $375k 700.00 535.71
Nextera Energy (NEE) 0.0 $370k 5.2k 70.65
Vanguard World Financials Etf (VFH) 0.0 $368k 3.7k 99.89
American Express Company (AXP) 0.0 $365k 1.6k 231.01
Broadcom (AVGO) 0.0 $361k 225.00 1604.44
Vanguard Index Fds Small Cp Etf (VB) 0.0 $361k 1.7k 217.86
Royal Caribbean Cruises (RCL) 0.0 $356k 2.2k 159.36
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $354k 8.9k 39.74
Microchip Technology (MCHP) 0.0 $348k 3.8k 91.48
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $342k 4.2k 80.85
Wal-Mart Stores (WMT) 0.0 $323k 4.8k 67.52
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $305k 2.3k 133.95
Select Sector Spdr Tr Financial (XLF) 0.0 $299k 7.3k 41.00
Altria (MO) 0.0 $287k 6.3k 45.69
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $286k 1.6k 182.86
Vanguard Index Fds Large Cap Etf (VV) 0.0 $283k 1.1k 249.12
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $283k 2.8k 99.65
Cisco Systems (CSCO) 0.0 $269k 5.7k 47.51
Caterpillar (CAT) 0.0 $263k 791.00 332.49
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $262k 5.7k 45.71
Ge Aerospace Com New (GE) 0.0 $260k 1.6k 158.73
S&p Global (SPGI) 0.0 $251k 564.00 445.04
Vanguard World Consum Dis Etf (VCR) 0.0 $245k 786.00 311.70
Key (KEY) 0.0 $242k 17k 14.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $239k 5.5k 43.71
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $235k 3.4k 69.94
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $235k 4.7k 49.79
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $235k 4.5k 52.22
American Electric Power Company (AEP) 0.0 $229k 2.6k 87.61
At&t (T) 0.0 $229k 12k 19.11
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 0.0 $225k 6.1k 36.74
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $221k 5.0k 43.99
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $219k 4.2k 52.28
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.0 $219k 6.2k 35.43
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $215k 3.1k 69.78
Anthem (ELV) 0.0 $214k 396.00 540.40
Ishares Tr U S Equity Factr (LRGF) 0.0 $214k 3.8k 55.66
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $214k 6.1k 34.92
Morgan Stanley Com New (MS) 0.0 $213k 2.2k 97.13
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $213k 1.4k 152.14
Blackstone Group Inc Com Cl A (BX) 0.0 $212k 1.7k 123.26
Ishares Tr Exponential Tech (XT) 0.0 $211k 3.6k 58.81
FactSet Research Systems (FDS) 0.0 $210k 515.00 407.77
Fastenal Company (FAST) 0.0 $209k 3.3k 62.67
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.0 $208k 7.8k 26.77
Merck & Co (MRK) 0.0 $207k 1.7k 124.03
Raytheon Technologies Corp (RTX) 0.0 $204k 2.0k 100.15
Constellation Brands Cl A (STZ) 0.0 $203k 792.00 256.31
Deere & Company (DE) 0.0 $200k 535.00 373.83
Barings Bdc (BBDC) 0.0 $99k 10k 9.63
Plug Power Com New (PLUG) 0.0 $46k 20k 2.32
Sirius Xm Holdings 0.0 $32k 11k 2.80
Ginkgo Bioworks Holdings Cl A Shs 0.0 $4.0k 14k 0.28