Bouchey Financial

Bouchey Financial Group as of March 31, 2025

Portfolio Holdings for Bouchey Financial Group

Bouchey Financial Group holds 138 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.0 $178M 379k 469.08
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 16.0 $177M 8.2M 21.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.5 $84M 3.0M 27.96
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.2 $69M 865k 79.86
Dimensional Etf Trust Us High Profitab (DUHP) 6.2 $69M 2.1M 33.14
Apple (AAPL) 5.8 $65M 290k 222.13
Ishares Tr Core Us Aggbd Et (AGG) 4.9 $54M 545k 98.92
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.9 $32M 1.3M 24.86
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $29M 112k 258.62
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 2.4 $27M 726k 36.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.4 $27M 337k 78.94
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.3 $26M 453k 57.14
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 2.3 $25M 1.1M 22.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.1 $23M 391k 59.75
Amazon (AMZN) 2.0 $22M 117k 190.26
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.9 $21M 141k 146.01
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.6 $18M 515k 34.20
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 1.3 $15M 344k 43.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $14M 24k 559.45
Vanguard World Inf Tech Etf (VGT) 0.8 $8.6M 16k 542.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $8.4M 30k 274.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $7.7M 105k 73.45
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.7 $7.2M 178k 40.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $6.9M 296k 23.43
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $6.0M 247k 24.34
Microsoft Corporation (MSFT) 0.4 $5.0M 13k 375.40
Select Sector Spdr Tr Technology (XLK) 0.4 $5.0M 24k 206.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.7M 8.8k 532.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $4.5M 8.8k 513.94
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.4 $4.5M 121k 37.20
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.9M 17k 173.23
NVIDIA Corporation (NVDA) 0.3 $2.8M 26k 108.39
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.5M 13k 199.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.3M 18k 128.96
JPMorgan Chase & Co. (JPM) 0.2 $2.1M 8.5k 245.29
Union Pacific Corporation (UNP) 0.2 $1.8M 7.5k 236.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.7M 78k 22.08
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $1.7M 41k 40.29
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.7M 11k 156.23
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.6M 12k 135.68
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $1.4M 28k 49.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M 28k 49.62
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.4M 8.9k 154.64
Johnson & Johnson (JNJ) 0.1 $1.3M 7.6k 165.84
Philip Morris International (PM) 0.1 $1.2M 7.4k 159.00
Bank of America Corporation (BAC) 0.1 $1.2M 28k 41.73
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.0M 38k 26.20
Vanguard Index Fds Growth Etf (VUG) 0.1 $970k 2.6k 370.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $945k 10k 90.54
Eli Lilly & Co. (LLY) 0.1 $901k 1.1k 825.80
Abbvie (ABBV) 0.1 $824k 3.9k 209.52
Ishares Tr Core S&p500 Etf (IVV) 0.1 $786k 1.4k 561.96
International Business Machines (IBM) 0.1 $777k 3.1k 248.63
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $770k 41k 18.59
Tesla Motors (TSLA) 0.1 $757k 2.9k 259.16
Nucor Corporation (NUE) 0.1 $738k 6.1k 120.89
McDonald's Corporation (MCD) 0.1 $733k 2.3k 312.37
Home Depot (HD) 0.1 $727k 2.0k 366.50
Vanguard Index Fds Value Etf (VTV) 0.1 $699k 4.0k 172.74
Meta Platforms Cl A (META) 0.1 $685k 1.2k 576.38
Sixth Street Specialty Lending (TSLX) 0.1 $677k 30k 22.38
Visa Com Cl A (V) 0.1 $676k 1.9k 350.41
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $670k 7.2k 93.66
Procter & Gamble Company (PG) 0.1 $614k 3.6k 170.44
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $613k 3.6k 172.26
Micron Technology (MU) 0.1 $607k 7.0k 86.99
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $604k 5.8k 104.57
UnitedHealth (UNH) 0.1 $599k 1.1k 523.75
Paychex (PAYX) 0.1 $596k 3.9k 154.28
Verizon Communications (VZ) 0.0 $553k 12k 45.36
Amgen (AMGN) 0.0 $550k 1.8k 311.60
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $546k 7.6k 71.80
Wells Fargo & Company (WFC) 0.0 $535k 7.5k 71.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $501k 8.3k 60.66
Lockheed Martin Corporation (LMT) 0.0 $501k 1.1k 446.62
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $463k 7.8k 59.28
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $460k 5.1k 90.67
Wal-Mart Stores (WMT) 0.0 $459k 5.2k 87.93
Cisco Systems (CSCO) 0.0 $439k 7.1k 61.71
Nextera Energy (NEE) 0.0 $428k 6.0k 70.89
Palo Alto Networks (PANW) 0.0 $423k 2.5k 170.64
Exxon Mobil Corporation (XOM) 0.0 $420k 3.5k 118.92
Honeywell International (HON) 0.0 $415k 2.0k 211.75
Costco Wholesale Corporation (COST) 0.0 $413k 436.00 946.63
Ishares Tr Morningstar Grwt (ILCG) 0.0 $410k 5.1k 80.99
Altria (MO) 0.0 $408k 6.8k 60.29
Advanced Micro Devices (AMD) 0.0 $392k 3.8k 102.74
Select Sector Spdr Tr Financial (XLF) 0.0 $387k 7.8k 49.81
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $359k 4.2k 85.07
Vanguard Index Fds Small Cp Etf (VB) 0.0 $359k 1.6k 221.71
Ge Aerospace Com New (GE) 0.0 $353k 1.8k 200.26
Pepsi (PEP) 0.0 $349k 2.3k 149.97
Raytheon Technologies Corp (RTX) 0.0 $342k 2.6k 132.48
Broadcom (AVGO) 0.0 $336k 2.0k 167.45
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $331k 8.1k 40.90
American Express Company (AXP) 0.0 $326k 1.2k 269.05
Vanguard World Financials Etf (VFH) 0.0 $325k 2.7k 119.47
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $320k 8.8k 36.26
S&p Global (SPGI) 0.0 $313k 615.00 508.10
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $312k 2.8k 109.80
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $310k 2.3k 137.41
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $308k 575.00 534.79
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $295k 1.5k 193.93
Vanguard Index Fds Large Cap Etf (VV) 0.0 $292k 1.1k 257.01
American Electric Power Company (AEP) 0.0 $283k 2.6k 109.27
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $274k 3.6k 76.04
Fastenal Company (FAST) 0.0 $270k 3.5k 77.55
At&t (T) 0.0 $265k 9.4k 28.28
United Rentals (URI) 0.0 $265k 422.00 626.70
Caterpillar (CAT) 0.0 $263k 797.00 329.79
Texas Pacific Land Corp (TPL) 0.0 $257k 194.00 1324.99
Danaher Corporation (DHR) 0.0 $256k 1.2k 205.23
Vanguard World Consum Dis Etf (VCR) 0.0 $256k 786.00 325.51
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.0 $256k 6.7k 37.97
Morgan Stanley Com New (MS) 0.0 $253k 2.2k 116.67
FactSet Research Systems (FDS) 0.0 $249k 547.00 454.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $248k 5.5k 45.26
Deere & Company (DE) 0.0 $244k 518.00 470.63
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $244k 1.4k 174.04
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $237k 4.5k 52.80
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $236k 4.7k 50.02
Oracle Corporation (ORCL) 0.0 $227k 1.6k 139.81
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $226k 8.4k 26.92
Key (KEY) 0.0 $223k 14k 15.99
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.0 $222k 6.5k 34.29
Chevron Corporation (CVX) 0.0 $220k 1.3k 167.29
Sherwin-Williams Company (SHW) 0.0 $220k 629.00 349.19
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.0 $218k 4.7k 46.11
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $217k 3.8k 57.30
Ishares Tr U S Equity Factr (LRGF) 0.0 $217k 3.7k 57.88
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $210k 3.1k 68.07
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $208k 2.8k 74.19
Ishares Tr Exponential Tech (XT) 0.0 $207k 3.6k 57.56
Automatic Data Processing (ADP) 0.0 $205k 671.00 306.12
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 0.0 $204k 5.4k 37.67
Abbott Laboratories (ABT) 0.0 $203k 1.5k 132.65
Barings Bdc (BBDC) 0.0 $98k 10k 9.54
Plug Power Com New (PLUG) 0.0 $27k 20k 1.35