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Bouchey Financial

Latest statistics and disclosures from Bouchey Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, SCHB, SCHD, DUHP, AAPL, and represent 47.84% of Bouchey Financial Group's stock portfolio.
Added to shares of these 10 stocks: AGG (+$8.4M), SCHD, DUHP, SCHB, SCHR, QQQ, ULST, DFAS, JEPI, VCSH.
Started 20 new stock positions in CI, XLG, SCHK, DIS, MS, XMAR, SHW, DJAN, REGL, LRGF. ELV, HACK, STZ, First Tr Exchng Traded Fd Vi, FMNY, ORCL, XT, GFEB, IMCV, MRK.
Reduced shares in these 10 stocks: SCHO, VUSB, Etf Managers Tr purefunds ise cy, OCSL, , SPY, , BND, ONEQ, AAPL.
Sold out of its positions in Etf Managers Tr purefunds ise cy, ONEQ, FLOT, NKE, OCSL, XLE, WisdomTree Total Earnings Fund.
Bouchey Financial Group was a net buyer of stock by $27M.
Bouchey Financial Group has $1.0B in assets under management (AUM), dropping by 8.85%.
Central Index Key (CIK): 0001599054

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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	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	14.7	$149M		2.4M	61.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.5	$66M	+6%	814k	80.63	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.2	$53M	+6%	1.7M	31.61	View chart
Apple (AAPL)	4.5	$46M		267k	171.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	4.4	$45M		1.3M	35.19	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.9	$39M		516k	76.19	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	3.5	$35M		239k	147.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.8	$29M	+41%	294k	97.94	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	2.8	$29M		376k	76.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.7	$28M	+3%	110k	249.86	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.7	$27M	+4%	435k	62.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.2	$23M	+4%	395k	57.86	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.1	$21M	+13%	436k	49.05	View chart
Amazon (AMZN)	2.1	$21M		117k	180.38	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	2.0	$21M	+5%	514k	40.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	1.7	$17M		438k	38.68	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.6	$16M	+5%	362k	44.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.6	$16M	+6%	206k	77.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	1.5	$15M		426k	35.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$14M	-2%	27k	523.11	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.2	$12M	-27%	256k	48.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$9.4M		18k	524.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$8.5M		33k	259.90	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$8.5M	-2%	173k	49.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$8.4M	-3%	116k	72.63	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$5.2M		25k	208.27	View chart
Microsoft Corporation (MSFT)	0.5	$4.8M		11k	420.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.7M		8.7k	420.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.1M	-2%	18k	169.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.9M		14k	210.31	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$2.8M	-21%	57k	49.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.3	$2.6M		72k	36.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.1M	-2%	17k	120.99	View chart
NVIDIA Corporation (NVDA)	0.2	$1.9M	+2%	2.1k	903.35	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$1.9M	-4%	47k	40.05	View chart
Union Pacific Corporation (UNP)	0.2	$1.8M		7.4k	245.92	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.7M		8.4k	200.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.6M		26k	62.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.6M		10k	152.26	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$1.6M		12k	131.24	View chart
Bank of America Corporation (BAC)	0.2	$1.6M		42k	37.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.4M		28k	50.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.2M	-5%	8.2k	150.93	View chart
Nucor Corporation (NUE)	0.1	$1.2M		6.1k	198.43	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M		7.3k	158.19	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.0M	+144%	13k	81.43	View chart
Eli Lilly & Co. (LLY)	0.1	$932k	+3%	1.2k	778.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$914k	-2%	1.7k	525.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$902k		10k	86.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$857k		2.5k	344.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$776k		17k	44.74	View chart
Abbvie (ABBV)	0.1	$733k		4.0k	182.10	View chart
UnitedHealth (UNH)	0.1	$716k	+8%	1.4k	494.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$713k		17k	43.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$694k		21k	33.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$664k	+25%	20k	33.87	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$651k		41k	15.73	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$648k		30k	21.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$642k	+7%	3.9k	162.86	View chart
McDonald's Corporation (MCD)	0.1	$634k		2.3k	281.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.1	$632k		19k	33.25	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$628k		3.6k	175.27	View chart
International Business Machines (IBM)	0.1	$609k	-4%	3.2k	190.98	View chart
Advanced Micro Devices (AMD)	0.1	$607k	+3%	3.4k	180.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$602k	-9%	1.3k	480.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$598k		7.2k	83.58	View chart
Procter & Gamble Company (PG)	0.1	$590k	-4%	3.6k	162.27	View chart
Verizon Communications (VZ)	0.1	$582k	-2%	14k	41.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$564k	+18%	13k	45.27	View chart
Philip Morris International (PM)	0.1	$563k	-4%	6.1k	91.90	View chart
Home Depot (HD)	0.1	$558k		1.5k	383.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$540k	NEW	15k	36.03	View chart
Pepsi (PEP)	0.1	$540k		3.1k	175.07	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$532k	NEW	8.3k	64.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E	0.0	$501k	NEW	16k	31.76	View chart
Lockheed Martin Corporation (LMT)	0.0	$486k		1.1k	454.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$483k		8.2k	58.65	View chart
Amgen (AMGN)	0.0	$479k		1.7k	284.40	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$477k	-12%	3.8k	123.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$476k		4.3k	110.52	View chart
Ares Capital Corporation (ARCC)	0.0	$465k		22k	20.82	View chart
Tesla Motors (TSLA)	0.0	$442k	-4%	2.5k	175.79	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$437k	-10%	6.0k	72.81	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$437k	+500%	5.1k	86.18	View chart
Meta Platforms Cl A (META)	0.0	$434k	-4%	894.00	485.58	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$433k		7.8k	55.40	View chart
Paychex (PAYX)	0.0	$433k		3.5k	122.79	View chart
Exxon Mobil Corporation (XOM)	0.0	$431k	-18%	3.7k	116.23	View chart
Visa Com Cl A (V)	0.0	$414k		1.5k	279.03	View chart
Wells Fargo & Company (WFC)	0.0	$401k		6.9k	57.96	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$390k		700.00	557.41	View chart
Honeywell International (HON)	0.0	$387k		1.9k	205.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$384k		1.7k	228.55	View chart
Vanguard World Financials Etf (VFH)	0.0	$382k	-15%	3.7k	102.38	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$382k		5.1k	75.48	View chart
American Express Company (AXP)	0.0	$361k		1.6k	227.69	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$356k		4.2k	84.09	View chart
Altria (MO)	0.0	$354k		8.1k	43.74	View chart
Microchip Technology (MCHP)	0.0	$342k		3.8k	89.71	View chart
Nextera Energy (NEE)	0.0	$331k		5.2k	63.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.0	$318k	NEW	9.5k	33.62	View chart
Cisco Systems (CSCO)	0.0	$313k		6.3k	49.91	View chart
Palo Alto Networks (PANW)	0.0	$303k	+10%	1.1k	284.13	View chart
Wal-Mart Stores (WMT)	0.0	$290k	+200%	4.8k	60.25	View chart
Caterpillar (CAT)	0.0	$290k		791.00	366.47	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$290k		2.3k	127.12	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$289k		2.8k	101.78	View chart
Deere & Company (DE)	0.0	$288k		700.00	411.19	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$286k		6.8k	42.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$286k		1.6k	182.61	View chart
At&t (T)	0.0	$286k		16k	17.60	View chart
General Electric Com New (GE)	0.0	$284k		1.6k	175.53	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$272k		1.1k	239.74	View chart
Key (KEY)	0.0	$269k	-7%	17k	15.81	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$260k	+4%	819.00	317.73	View chart
Fastenal Company (FAST)	0.0	$251k		3.3k	77.14	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$245k	+400%	4.5k	54.54	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$245k		3.4k	72.83	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$245k	-3%	4.0k	61.56	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$242k	NEW	5.7k	42.13	View chart
Comcast Corp Cl A (CMCSA)	0.0	$238k		5.5k	43.35	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$236k		4.7k	49.90	View chart
S&p Global (SPGI)	0.0	$233k		548.00	425.45	View chart
FactSet Research Systems (FDS)	0.0	$232k		510.00	454.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$228k		5.5k	41.77	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$226k	-8%	1.7k	131.37	View chart
American Electric Power Company (AEP)	0.0	$225k		2.6k	86.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$220k	+4%	6.1k	35.88	View chart
Constellation Brands Cl A (STZ)	0.0	$220k	NEW	808.00	271.76	View chart
Oracle Corporation (ORCL)	0.0	$219k	NEW	1.7k	125.61	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.0	$218k		1.4k	155.74	View chart
Morgan Stanley Com New (MS)	0.0	$216k	NEW	2.3k	94.18	View chart
Sherwin-Williams Company (SHW)	0.0	$216k	NEW	621.00	347.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$216k		5.0k	42.88	View chart
Walt Disney Company (DIS)	0.0	$215k	NEW	1.8k	122.38	View chart
Merck & Co (MRK)	0.0	$214k	NEW	1.6k	132.15	View chart
Ishares Tr Exponential Tech (XT)	0.0	$214k	NEW	3.6k	59.62	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$212k	NEW	4.2k	50.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.0	$210k	NEW	6.1k	34.44	View chart
First Tr Exch Traded Fd Iii New York Muni (FMNY)	0.0	$210k	NEW	7.8k	26.98	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$207k	NEW	3.8k	53.81	View chart
Cigna Corp (CI)	0.0	$207k	NEW	569.00	363.19	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$204k	NEW	2.8k	72.55	View chart
Anthem (ELV)	0.0	$203k	NEW	391.00	518.54	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$201k	NEW	2.6k	78.56	View chart
Barings Bdc (BBDC)	0.0	$96k		10k	9.30	View chart
Plug Power Com New (PLUG)	0.0	$67k		20k	3.44	View chart
Sirius Xm Holdings (SIRI)	0.0	$41k		11k	3.88	View chart

Past Filings by Bouchey Financial Group

SEC 13F filings are viewable for Bouchey Financial Group going back to 2013

Bouchey Financial Group 2024 Q1 filed April 23, 2024
Bouchey Financial Group 2023 Q4 filed Jan. 18, 2024
Bouchey Financial Group 2023 Q3 filed Oct. 24, 2023
Bouchey Financial Group 2023 Q2 filed July 13, 2023
Bouchey Financial Group 2023 Q1 filed May 2, 2023
Bouchey Financial Group 2022 Q4 filed Jan. 24, 2023
Bouchey Financial Group 2022 Q3 filed Oct. 27, 2022
Bouchey Financial Group 2022 Q2 restated filed July 27, 2022
Bouchey Financial Group 2022 Q2 filed July 26, 2022
Bouchey Financial Group 2022 Q1 filed May 6, 2022
Bouchey Financial Group 2021 Q4 filed Feb. 11, 2022
Bouchey Financial Group 2021 Q3 filed Nov. 15, 2021
Bouchey Financial Group 2021 Q2 restated filed Aug. 24, 2021
Bouchey Financial Group 2021 Q2 filed Aug. 12, 2021
Bouchey Financial Group 2021 Q1 filed May 4, 2021
Bouchey Financial Group 2020 Q4 filed Feb. 10, 2021

View all past filings

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