Bouchey Financial

Bouchey Financial Group as of Sept. 30, 2024

Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 153 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.6 $186M 381k 488.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 15.5 $173M 2.6M 66.52
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.0 $79M 946k 83.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.2 $69M 816k 84.53
Apple (AAPL) 5.8 $65M 280k 233.00
Dimensional Etf Trust Us High Profitab (DUHP) 5.6 $62M 1.8M 34.07
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 3.8 $42M 1.1M 37.70
Ishares Tr Core Us Aggbd Et (AGG) 3.3 $37M 363k 101.27
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $32M 211k 154.02
Vanguard Index Fds Mid Cap Etf (VO) 2.4 $27M 103k 263.83
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.3 $25M 503k 50.60
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.2 $25M 412k 59.51
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.2 $24M 377k 64.86
Amazon (AMZN) 2.1 $24M 128k 186.33
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.7 $19M 413k 46.16
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $19M 239k 79.42
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 1.7 $19M 461k 40.78
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 1.5 $17M 472k 36.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $15M 26k 573.80
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 1.3 $15M 401k 36.77
Vanguard World Inf Tech Etf (VGT) 0.9 $10M 18k 586.62
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $9.6M 195k 48.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $9.1M 32k 283.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $8.8M 170k 51.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $8.2M 109k 75.11
Select Sector Spdr Tr Technology (XLK) 0.5 $5.6M 25k 225.76
Microsoft Corporation (MSFT) 0.5 $5.1M 12k 430.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.0M 8.7k 460.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $3.2M 18k 179.16
Ishares Tr Russell 2000 Etf (IWM) 0.3 $3.0M 14k 220.89
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $2.3M 45k 49.94
NVIDIA Corporation (NVDA) 0.2 $2.2M 18k 121.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.2M 17k 128.20
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.2 $2.2M 57k 38.04
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $1.8M 43k 41.40
JPMorgan Chase & Co. (JPM) 0.2 $1.8M 8.4k 210.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.7M 26k 67.85
Union Pacific Corporation (UNP) 0.2 $1.7M 7.1k 246.48
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $1.7M 12k 142.04
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.7M 9.9k 167.19
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M 28k 51.12
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.4M 8.2k 165.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $1.3M 35k 36.03
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $1.2M 26k 46.51
Bank of America Corporation (BAC) 0.1 $1.2M 29k 39.68
Johnson & Johnson (JNJ) 0.1 $1.1M 6.8k 162.05
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.1M 13k 83.09
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) 0.1 $1.0M 30k 34.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.0M 10k 97.58
Eli Lilly & Co. (LLY) 0.1 $1.0M 1.1k 886.30
Ishares Tr Core S&p500 Etf (IVV) 0.1 $996k 1.7k 576.83
Vanguard Index Fds Growth Etf (VUG) 0.1 $980k 2.6k 383.93
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.1 $969k 20k 48.11
Nucor Corporation (NUE) 0.1 $923k 6.1k 150.89
Micron Technology (MU) 0.1 $862k 8.3k 103.71
UnitedHealth (UNH) 0.1 $862k 1.5k 584.68
Abbvie (ABBV) 0.1 $789k 4.0k 197.48
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.1 $779k 21k 36.74
Tesla Motors (TSLA) 0.1 $777k 3.0k 261.63
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) 0.1 $767k 22k 35.49
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $762k 6.5k 116.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $760k 1.4k 528.15
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $758k 16k 47.18
Philip Morris International (PM) 0.1 $739k 6.1k 121.71
International Business Machines (IBM) 0.1 $711k 3.2k 221.10
McDonald's Corporation (MCD) 0.1 $710k 2.3k 304.51
Vanguard Index Fds Value Etf (VTV) 0.1 $700k 4.0k 174.57
Advanced Micro Devices (AMD) 0.1 $670k 4.1k 164.08
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $665k 41k 16.05
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $654k 7.2k 91.31
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $650k 3.6k 182.48
Lockheed Martin Corporation (LMT) 0.1 $641k 1.1k 584.71
Procter & Gamble Company (PG) 0.1 $640k 3.7k 173.20
Meta Platforms Cl A (META) 0.1 $630k 1.1k 572.45
Home Depot (HD) 0.1 $629k 1.6k 405.33
Sixth Street Specialty Lending (TSLX) 0.1 $621k 30k 20.53
Verizon Communications (VZ) 0.1 $596k 13k 44.91
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $567k 8.3k 68.28
Amgen (AMGN) 0.1 $560k 1.7k 322.27
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $551k 11k 48.56
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $545k 4.3k 125.45
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.0 $543k 14k 38.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $518k 8.2k 63.00
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN) 0.0 $518k 16k 33.18
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.0 $514k 15k 34.77
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $486k 5.1k 95.94
Exxon Mobil Corporation (XOM) 0.0 $474k 4.0k 117.23
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $469k 7.8k 60.04
Ares Capital Corporation (ARCC) 0.0 $468k 22k 20.94
Paychex (PAYX) 0.0 $466k 3.5k 134.19
Pepsi (PEP) 0.0 $465k 2.7k 170.08
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $458k 5.9k 77.48
Nextera Energy (NEE) 0.0 $445k 5.3k 84.53
Visa Com Cl A (V) 0.0 $441k 1.6k 275.00
Broadcom (AVGO) 0.0 $440k 2.5k 172.53
Palo Alto Networks (PANW) 0.0 $439k 1.3k 341.80
Ishares Tr Morningstar Grwt (ILCG) 0.0 $425k 5.1k 84.04
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $414k 10k 41.41
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $406k 5.6k 72.49
Honeywell International (HON) 0.0 $405k 2.0k 206.72
Wal-Mart Stores (WMT) 0.0 $405k 5.0k 80.75
Vanguard World Financials Etf (VFH) 0.0 $401k 3.6k 109.94
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $400k 700.00 571.31
Vanguard Index Fds Small Cp Etf (VB) 0.0 $400k 1.7k 237.27
Wells Fargo & Company (WFC) 0.0 $390k 6.9k 56.49
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $373k 4.2k 88.14
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $370k 10k 36.24
Select Sector Spdr Tr Financial (XLF) 0.0 $356k 7.9k 45.32
American Express Company (AXP) 0.0 $345k 1.3k 271.20
Cisco Systems (CSCO) 0.0 $341k 6.4k 53.22
Altria (MO) 0.0 $332k 6.5k 51.29
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $330k 1.7k 198.49
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $320k 2.3k 140.44
Caterpillar (CAT) 0.0 $317k 811.00 390.89
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $316k 2.8k 111.30
Ge Aerospace Com New (GE) 0.0 $312k 1.7k 188.69
Microchip Technology (MCHP) 0.0 $309k 3.8k 80.29
Vanguard Index Fds Large Cap Etf (VV) 0.0 $299k 1.1k 263.27
S&p Global (SPGI) 0.0 $298k 576.00 516.62
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $272k 5.7k 47.53
Key (KEY) 0.0 $269k 16k 16.75
American Electric Power Company (AEP) 0.0 $268k 2.6k 102.60
Vanguard World Consum Dis Etf (VCR) 0.0 $268k 786.00 340.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $262k 5.5k 47.85
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $257k 4.5k 57.11
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $255k 3.4k 76.02
Raytheon Technologies Corp (RTX) 0.0 $249k 2.1k 121.18
Fastenal Company (FAST) 0.0 $247k 3.5k 71.42
FactSet Research Systems (FDS) 0.0 $244k 531.00 459.85
Oracle Corporation (ORCL) 0.0 $244k 1.4k 170.40
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $238k 4.7k 50.50
Sherwin-Williams Company (SHW) 0.0 $237k 621.00 381.67
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $237k 1.4k 169.23
Morgan Stanley Com New (MS) 0.0 $232k 2.2k 104.25
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $232k 4.2k 55.29
At&t (T) 0.0 $230k 11k 22.00
Ishares Tr U S Equity Factr (LRGF) 0.0 $226k 3.8k 58.77
Danaher Corporation (DHR) 0.0 $224k 804.00 278.19
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $223k 4.9k 45.75
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $221k 3.1k 71.60
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 0.0 $220k 5.8k 37.85
Ishares Tr Exponential Tech (XT) 0.0 $218k 3.6k 60.88
Deere & Company (DE) 0.0 $216k 516.00 418.28
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $215k 2.8k 76.64
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.0 $212k 7.8k 27.33
Coca-Cola Company (KO) 0.0 $212k 2.9k 71.91
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $208k 2.0k 106.76
Anthem (ELV) 0.0 $205k 395.00 520.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $205k 2.0k 104.16
Constellation Brands Cl A (STZ) 0.0 $204k 792.00 257.69
Sempra Energy (SRE) 0.0 $202k 2.4k 83.91
Barings Bdc (BBDC) 0.0 $101k 10k 9.80
Plug Power Com New (PLUG) 0.0 $45k 20k 2.26