Bouchey Financial

Bouchey Financial Group as of Dec. 31, 2024

Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 148 positions in its portfolio as reported in the December 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 $194M 380k 511.23
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 16.2 $185M 8.2M 22.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.0 $80M 2.9M 27.32
Apple (AAPL) 6.3 $73M 290k 250.42
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.2 $71M 882k 80.94
Dimensional Etf Trust Us High Profitab (DUHP) 6.0 $69M 2.0M 33.79
Ishares Tr Core Us Aggbd Et (AGG) 4.5 $51M 528k 96.90
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $30M 112k 264.13
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.6 $29M 1.2M 24.29
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 2.3 $27M 711k 37.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.3 $26M 331k 78.01
Amazon (AMZN) 2.2 $26M 116k 219.39
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.2 $26M 442k 57.63
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.2 $25M 378k 65.08
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 2.1 $24M 1.1M 22.07
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.8 $21M 552k 37.42
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $19M 137k 137.57
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 1.3 $15M 336k 44.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $15M 25k 586.16
Vanguard World Inf Tech Etf (VGT) 0.9 $11M 17k 621.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $9.1M 31k 289.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $8.6M 332k 25.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $7.5M 105k 71.91
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.6 $6.9M 170k 40.41
Select Sector Spdr Tr Technology (XLK) 0.5 $5.7M 25k 232.52
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $5.5M 229k 24.06
Microsoft Corporation (MSFT) 0.5 $5.2M 12k 421.49
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.4 $5.1M 136k 37.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $4.0M 8.8k 453.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $3.0M 17k 175.23
Ishares Tr Russell 2000 Etf (IWM) 0.3 $3.0M 13k 220.96
NVIDIA Corporation (NVDA) 0.2 $2.4M 18k 134.29
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.2M 17k 127.59
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.0M 11k 190.45
JPMorgan Chase & Co. (JPM) 0.2 $2.0M 8.4k 239.72
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $1.8M 37k 49.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.8M 77k 23.18
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.7M 9.2k 189.30
Union Pacific Corporation (UNP) 0.1 $1.7M 7.5k 228.04
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $1.6M 42k 39.39
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.6M 12k 132.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M 28k 50.13
Bank of America Corporation (BAC) 0.1 $1.2M 28k 43.95
Tesla Motors (TSLA) 0.1 $1.2M 3.1k 403.84
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.1M 2.7k 410.44
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.1M 38k 27.71
Johnson & Johnson (JNJ) 0.1 $1.0M 7.2k 144.63
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $930k 10k 89.08
Eli Lilly & Co. (LLY) 0.1 $855k 1.1k 772.03
Ishares Tr Core S&p500 Etf (IVV) 0.1 $818k 1.4k 588.72
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $811k 41k 19.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $779k 1.4k 538.81
Home Depot (HD) 0.1 $770k 2.0k 389.03
Philip Morris International (PM) 0.1 $746k 6.2k 120.67
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $737k 6.4k 115.22
Nucor Corporation (NUE) 0.1 $715k 6.1k 117.26
Abbvie (ABBV) 0.1 $711k 4.0k 177.70
Vanguard Index Fds Value Etf (VTV) 0.1 $711k 4.2k 169.30
International Business Machines (IBM) 0.1 $710k 3.2k 219.81
Meta Platforms Cl A (META) 0.1 $704k 1.2k 585.52
McDonald's Corporation (MCD) 0.1 $684k 2.4k 289.89
UnitedHealth (UNH) 0.1 $679k 1.3k 505.86
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $677k 3.6k 189.98
Sixth Street Specialty Lending (TSLX) 0.1 $644k 30k 21.30
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $636k 7.2k 88.79
Procter & Gamble Company (PG) 0.1 $634k 3.8k 167.63
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $618k 8.3k 74.49
Visa Com Cl A (V) 0.1 $598k 1.9k 315.96
Micron Technology (MU) 0.1 $579k 6.9k 84.26
Lockheed Martin Corporation (LMT) 0.0 $537k 1.1k 485.73
Verizon Communications (VZ) 0.0 $526k 13k 39.99
Paychex (PAYX) 0.0 $524k 3.7k 140.22
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $518k 5.1k 102.09
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $515k 900.00 571.66
Advanced Micro Devices (AMD) 0.0 $493k 4.1k 120.79
Ares Capital Corporation (ARCC) 0.0 $489k 22k 21.89
Broadcom (AVGO) 0.0 $482k 2.1k 231.79
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $478k 7.8k 61.18
Wells Fargo & Company (WFC) 0.0 $474k 6.7k 70.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $472k 8.2k 57.41
Palo Alto Networks (PANW) 0.0 $468k 2.6k 181.96
Wal-Mart Stores (WMT) 0.0 $462k 5.1k 90.48
Amgen (AMGN) 0.0 $455k 1.7k 260.62
Ishares Tr Morningstar Grwt (ILCG) 0.0 $453k 5.1k 89.60
Nextera Energy (NEE) 0.0 $449k 6.3k 71.69
Pepsi (PEP) 0.0 $442k 2.9k 152.62
Honeywell International (HON) 0.0 $441k 2.0k 225.90
Exxon Mobil Corporation (XOM) 0.0 $420k 3.9k 107.57
Vanguard Index Fds Small Cp Etf (VB) 0.0 $410k 1.7k 240.24
Costco Wholesale Corporation (COST) 0.0 $398k 434.00 916.95
Cisco Systems (CSCO) 0.0 $394k 6.7k 59.20
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $380k 4.3k 88.40
Select Sector Spdr Tr Financial (XLF) 0.0 $371k 7.7k 48.33
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $359k 8.6k 41.98
Vanguard World Financials Etf (VFH) 0.0 $359k 3.0k 118.07
American Express Company (AXP) 0.0 $358k 1.2k 296.79
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $339k 9.2k 36.89
Altria (MO) 0.0 $338k 6.4k 52.51
Vanguard Index Fds Large Cap Etf (VV) 0.0 $331k 1.2k 269.68
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $326k 2.3k 144.71
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $306k 1.6k 195.83
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $303k 2.8k 106.52
Caterpillar (CAT) 0.0 $300k 826.00 362.64
Danaher Corporation (DHR) 0.0 $296k 1.3k 229.76
Vanguard World Consum Dis Etf (VCR) 0.0 $295k 786.00 375.38
S&p Global (SPGI) 0.0 $294k 591.00 498.03
Raytheon Technologies Corp (RTX) 0.0 $293k 2.5k 115.74
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $288k 3.6k 79.13
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $286k 5.7k 49.96
Morgan Stanley Com New (MS) 0.0 $280k 2.2k 125.71
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $278k 3.6k 77.22
Ge Aerospace Com New (GE) 0.0 $277k 1.7k 166.90
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.0 $263k 6.7k 39.08
FactSet Research Systems (FDS) 0.0 $261k 544.00 480.28
American Electric Power Company (AEP) 0.0 $261k 2.8k 92.23
Key (KEY) 0.0 $258k 15k 17.14
Fastenal Company (FAST) 0.0 $257k 3.6k 71.91
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $256k 3.4k 76.15
United Rentals (URI) 0.0 $249k 354.00 704.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $241k 5.5k 44.04
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $237k 8.4k 28.31
Oracle Corporation (ORCL) 0.0 $237k 1.4k 166.64
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $236k 4.7k 49.96
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $234k 3.1k 76.06
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $231k 1.4k 165.21
At&t (T) 0.0 $229k 10k 22.77
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $229k 9.2k 24.92
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.0 $227k 1.3k 168.70
Ishares Tr U S Equity Factr (LRGF) 0.0 $226k 3.7k 60.35
Axon Enterprise (AXON) 0.0 $222k 374.00 594.32
Thermo Fisher Scientific (TMO) 0.0 $221k 425.00 520.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $219k 7.9k 27.87
Blackstone Group Inc Com Cl A (BX) 0.0 $219k 1.3k 172.42
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $216k 4.5k 47.99
Deere & Company (DE) 0.0 $215k 507.00 424.45
Vanguard World Mega Grwth Ind (MGK) 0.0 $214k 624.00 343.41
Ishares Tr Exponential Tech (XT) 0.0 $214k 3.6k 59.66
Texas Pacific Land Corp (TPL) 0.0 $214k 193.00 1105.96
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.0 $213k 4.7k 45.18
Sherwin-Williams Company (SHW) 0.0 $211k 622.00 339.93
Sempra Energy (SRE) 0.0 $211k 2.4k 88.00
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $209k 2.8k 74.26
Walt Disney Company (DIS) 0.0 $208k 1.9k 111.55
Microchip Technology (MCHP) 0.0 $207k 3.6k 57.35
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.0 $202k 7.6k 26.65
Arista Networks Com Shs (ANET) 0.0 $201k 1.8k 110.53
Barings Bdc (BBDC) 0.0 $98k 10k 9.57
Plug Power Com New (PLUG) 0.0 $42k 20k 2.13