Bouchey Financial Group Ltd Top Holdings and 13F Report (2025)

About Bouchey Financial Group Ltd

Investment Activity

Bouchey Financial Group Ltd has $1.14 billion in total holdings as of December 31, 2024.
Bouchey Financial Group Ltd owns shares of 148 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 25.43% of the portfolio was purchased this quarter.
About 6.98% of the portfolio was sold this quarter.
This quarter, Bouchey Financial Group Ltd has purchased 153 new stocks and bought additional shares in 60 stocks.
Bouchey Financial Group Ltd sold shares of 50 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Invesco QQQ: $194,012,440
Schwab US Broad Market ETF: $185,362,928
Schwab US Dividend Equity ETF: $80,122,545
Apple: $72,552,962
WisdomTree U.S. Quality Dividend Growth Fund: $71,385,062

Largest New Holdings this Quarter

FT Vest U.S. Equity Buffer ETF - December: $14,986,699 Holding
Costco Wholesale: $397,955 Holding
United Rentals: $249,372 Holding
Carnival Co. &: $229,289 Holding
Direxion Daily S&P 500 Bull 3X: $226,733 Holding

Largest Purchases this Quarter

Schwab US Broad Market ETF: 5,560,636 shares (about $126.23M)
Schwab US Dividend Equity ETF: 2,116,465 shares (about $57.82M)
Schwab Intermediate-Term U.S. Treasury ETF: 699,138 shares (about $16.98M)
iShares Core U.S. Aggregate Bond ETF: 164,521 shares (about $15.94M)
FT Vest U.S. Equity Buffer ETF - December: 336,213 shares (about $14.99M)

Largest Sales this Quarter

Invesco S&P 500 Equal Weight Technology ETF: 567,322 shares (about $21.23M)
FT Cboe Vest U.S. Equity Moderate Buffer ETF - March: 336,240 shares (about $12.60M)
SPDR SSgA Ultra Short Term Bond ETF: 290,798 shares (about $11.75M)
Health Care Select Sector SPDR Fund: 73,482 shares (about $10.11M)
WisdomTree U.S. Quality Dividend Growth Fund: 64,055 shares (about $5.18M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQ Invesco QQQ	$194,012,440	$550,084 ▼	-0.3%	379,501	17.0%	Finance
SCHB Schwab US Broad Market ETF	$185,362,928	$126,226,433 ▲	213.4%	8,165,768	16.2%	ETF
SCHD Schwab US Dividend Equity ETF	$80,122,545	$57,821,828 ▲	259.3%	2,932,743	7.0%	ETF
AAPL Apple	$72,552,962	$2,370,477 ▲	3.4%	289,725	6.3%	Computer and Technology
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$71,385,062	$5,184,467 ▼	-6.8%	881,975	6.2%	Manufacturing
DUHP Dimensional US High Profitability ETF	$69,060,937	$7,159,458 ▲	11.6%	2,043,828	6.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$51,158,212	$15,942,071 ▲	45.3%	527,949	4.5%	Finance
VO Vanguard Mid-Cap ETF	$29,508,351	$2,263,067 ▲	8.3%	111,719	2.6%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$29,196,840	$16,982,058 ▲	139.0%	1,202,011	2.6%	ETF
XDEC FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December	$26,515,265	$11,544,984 ▲	77.1%	710,865	2.3%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$25,840,606	$7,235,747 ▲	38.9%	331,247	2.3%	ETF
AMZN Amazon.com	$25,536,996	$2,440,275 ▼	-8.7%	116,400	2.2%	Retail/Wholesale
JEPI JPMorgan Equity Premium Income ETF	$25,471,114	$1,711,060 ▲	7.2%	441,970	2.2%	ETF
DFAS Dimensional U.S. Small Cap ETF	$24,612,684	$92,088 ▲	0.4%	378,191	2.2%	ETF
SCHI Schwab 5-10 Year Corporate Bond ETF	$23,840,758	$14,715,941 ▲	161.3%	1,080,234	2.1%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$20,666,840	$21,229,188 ▼	-50.7%	552,294	1.8%	ETF
XLV Health Care Select Sector SPDR Fund	$18,865,605	$10,108,888 ▼	-34.9%	137,135	1.6%	ETF
FDEC FT Vest U.S. Equity Buffer ETF - December	$14,986,699	$14,986,699 ▲	New Holding	336,213	1.3%	ETF
SPY SPDR S&P 500 ETF Trust	$14,823,283	$591,431 ▼	-3.8%	25,289	1.3%	Finance
VGT Vanguard Information Technology ETF	$10,661,838	$231,928 ▼	-2.1%	17,147	0.9%	ETF
VTI Vanguard Total Stock Market ETF	$9,080,057	$226,922 ▼	-2.4%	31,331	0.8%	ETF
SCHA Schwab US Small-Cap ETF	$8,578,629	$4,179,461 ▲	95.0%	331,734	0.7%	ETF
BND Vanguard Total Bond Market ETF	$7,540,124	$309,788 ▼	-3.9%	104,855	0.7%	ETF
ULST SPDR SSgA Ultra Short Term Bond ETF	$6,867,082	$11,751,162 ▼	-63.1%	169,935	0.6%	ETF
XLK Technology Select Sector SPDR Fund	$5,731,855	$51,619 ▼	-0.9%	24,651	0.5%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$5,511,983	$818,474 ▲	17.4%	229,093	0.5%	ETF
MSFT Microsoft	$5,215,035	$223,809 ▲	4.5%	12,373	0.5%	Computer and Technology
GMAR FT Cboe Vest U.S. Equity Moderate Buffer ETF - March	$5,079,573	$12,595,822 ▼	-71.3%	135,597	0.4%	ETF
BRK.B Berkshire Hathaway	$3,966,654	$7,252 ▲	0.2%	8,751	0.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$3,032,407	$121,261 ▼	-3.8%	17,305	0.3%	ETF
IWM iShares Russell 2000 ETF	$2,951,805	$74,464 ▼	-2.5%	13,359	0.3%	Finance
NVDA NVIDIA	$2,423,571	$51,434 ▼	-2.1%	18,047	0.2%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$2,215,855	$42,615 ▲	2.0%	17,367	0.2%	ETF
GOOG Alphabet	$2,047,300	$155,214 ▲	8.2%	10,750	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,018,950	$13,664 ▲	0.7%	8,422	0.2%	Finance
VUSB Vanguard Ultra-Short Bond ETF	$1,814,802	$424,747 ▼	-19.0%	36,574	0.2%	ETF
SCHX Schwab US Large-Cap ETF	$1,778,322	$1,182,295 ▲	198.4%	76,718	0.2%	ETF
GOOGL Alphabet	$1,743,267	$189,111 ▲	12.2%	9,209	0.2%	Computer and Technology
UNP Union Pacific	$1,707,108	$93,040 ▲	5.8%	7,486	0.1%	Transportation
TOTL SPDR Doubleline Total Return Tactical ETF	$1,636,328	$52,782 ▼	-3.1%	41,542	0.1%	ETF
SDY SPDR S&P Dividend ETF	$1,585,200		0.0%	12,000	0.1%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,417,877		0.0%	28,284	0.1%	ETF
BAC Bank of America	$1,236,599	$39,116 ▼	-3.1%	28,136	0.1%	Finance
TSLA Tesla	$1,234,539	$35,942 ▲	3.0%	3,057	0.1%	Auto/Tires/Trucks
VUG Vanguard Growth ETF	$1,090,540	$43,096 ▲	4.1%	2,657	0.1%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$1,064,480	$709,653 ▲	200.0%	38,415	0.1%	ETF
JNJ Johnson & Johnson	$1,036,267	$57,128 ▲	5.8%	7,165	0.1%	Medical
VNQ Vanguard Real Estate ETF	$929,461	$356 ▲	0.0%	10,434	0.1%	ETF
LLY Eli Lilly and Company	$854,637	$26,249 ▼	-3.0%	1,107	0.1%	Medical
IVV iShares Core S&P 500 ETF	$818,317	$198,398 ▼	-19.5%	1,390	0.1%	ETF
ET Energy Transfer	$811,066		0.0%	41,402	0.1%	Energy
VOO Vanguard S&P 500 ETF	$779,125	$4,311 ▲	0.6%	1,446	0.1%	ETF
HD Home Depot	$769,508	$166,117 ▲	27.5%	1,978	0.1%	Retail/Wholesale
PM Philip Morris International	$746,008	$12,912 ▲	1.8%	6,182	0.1%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$737,293	$13,250 ▼	-1.8%	6,399	0.1%	ETF
NUE Nucor	$714,788	$2,228 ▼	-0.3%	6,096	0.1%	Basic Materials
ABBV AbbVie	$711,334	$1,777 ▲	0.3%	4,003	0.1%	Medical
VTV Vanguard Value ETF	$710,891	$31,828 ▲	4.7%	4,199	0.1%	ETF
IBM International Business Machines	$709,561	$2,858 ▲	0.4%	3,228	0.1%	Computer and Technology
META Meta Platforms	$703,797	$59,138 ▲	9.2%	1,202	0.1%	Computer and Technology
MCD McDonald's	$683,561	$8,117 ▲	1.2%	2,358	0.1%	Retail/Wholesale
UNH UnitedHealth Group	$678,865	$66,774 ▼	-9.0%	1,342	0.1%	Medical
VXF Vanguard Extended Market ETF	$676,519		0.0%	3,561	0.1%	ETF
TSLX Sixth Street Specialty Lending	$644,368		0.0%	30,252	0.1%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$635,471		0.0%	7,157	0.1%	ETF
PG Procter & Gamble	$633,828	$14,081 ▲	2.3%	3,781	0.1%	Consumer Staples
AMPLIFY ETF TR	$618,276		0.0%	8,300	0.1%	AMPLIFY CYBERSEC
V Visa	$597,480	$90,365 ▲	17.8%	1,891	0.1%	Business Services
MU Micron Technology	$579,351	$121,077 ▼	-17.3%	6,876	0.1%	Computer and Technology
LMT Lockheed Martin	$537,212	$4,372 ▲	0.8%	1,106	0.0%	Aerospace
VZ Verizon Communications	$526,309	$4,159 ▼	-0.8%	13,161	0.0%	Computer and Technology
PAYX Paychex	$524,145	$37,018 ▲	7.6%	3,738	0.0%	Business Services
IGM iShares Expanded Tech Sector ETF	$517,597		0.0%	5,070	0.0%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$514,496	$114,332 ▲	28.6%	900	0.0%	ETF
AMD Advanced Micro Devices	$493,428	$121 ▼	0.0%	4,085	0.0%	Computer and Technology
ARCC Ares Capital	$488,826		0.0%	22,331	0.0%	Finance
AVGO Broadcom	$481,663	$108,942 ▼	-18.4%	2,078	0.0%	Computer and Technology
EPS WisdomTree U.S. LargeCap Fund	$478,122		0.0%	7,815	0.0%	Finance
WFC Wells Fargo & Company	$473,539	$11,168 ▼	-2.3%	6,742	0.0%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$472,370		0.0%	8,228	0.0%	ETF
PANW Palo Alto Networks	$467,638	$234,183 ▲	100.3%	2,570	0.0%	Computer and Technology
WMT Walmart	$461,975	$8,686 ▲	1.9%	5,106	0.0%	Retail/Wholesale
AMGN Amgen	$454,777	$1,824 ▲	0.4%	1,745	0.0%	Medical
ILCG iShares Morningstar Growth ETF	$453,376		0.0%	5,060	0.0%	ETF
NEE NextEra Energy	$448,708	$71,403 ▲	18.9%	6,259	0.0%	Utilities
PEP PepsiCo	$442,307	$25,488 ▲	6.1%	2,898	0.0%	Consumer Staples
HON Honeywell International	$440,736	$2,033 ▼	-0.5%	1,951	0.0%	Multi-Sector Conglomerates
XOM Exxon Mobil	$420,153	$14,414 ▼	-3.3%	3,906	0.0%	Energy
VB Vanguard Small-Cap ETF	$410,326	$5,766 ▲	1.4%	1,708	0.0%	ETF
COST Costco Wholesale	$397,955	$397,955 ▲	New Holding	434	0.0%	Retail/Wholesale
CSCO Cisco Systems	$394,272	$15,155 ▲	4.0%	6,660	0.0%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$380,386	$6,453 ▲	1.7%	4,303	0.0%	ETF
XLF Financial Select Sector SPDR Fund	$371,272	$8,361 ▼	-2.2%	7,682	0.0%	ETF
DJUL FT Vest U.S. Equity Deep Buffer ETF - July	$359,185	$60,536 ▼	-14.4%	8,556	0.0%	ETF
VFH Vanguard Financials ETF	$358,461	$71,905 ▼	-16.7%	3,036	0.0%	ETF
AXP American Express	$358,226	$19,588 ▼	-5.2%	1,207	0.0%	Finance
GMAY FT Cboe Vest U.S. Equity Moderate Buffer ETF - May	$338,688	$37,775 ▼	-10.0%	9,181	0.0%	ETF
MO Altria Group	$337,648	$2,626 ▼	-0.8%	6,430	0.0%	Consumer Staples
VV Vanguard Large-Cap ETF	$330,900	$24,541 ▲	8.0%	1,227	0.0%	ETF
IWL iShares Russell Top 200 ETF	$326,322	$3,184 ▼	-1.0%	2,255	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Bouchey Financial Group Ltd Top Holdings and 13F Report (2025)

About Bouchey Financial Group Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Bouchey Financial Group Ltd Top Holdings and 13F Report (2025)

About Bouchey Financial Group Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBouchey Financial Group Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools