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

About Bouchey Financial Group Ltd

Investment Activity

  • Bouchey Financial Group Ltd has $1.20 billion in total holdings as of June 30, 2025.
  • Bouchey Financial Group Ltd owns shares of 142 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 8.96% of the portfolio was purchased this quarter.
  • About 7.15% of the portfolio was sold this quarter.
  • This quarter, Bouchey Financial Group Ltd has purchased 138 new stocks and bought additional shares in 52 stocks.
  • Bouchey Financial Group Ltd sold shares of 44 stocks and completely divested from 10 stocks this quarter.

Largest New Holdings this Quarter

46641Q670 - JPMorgan Core Plus Bond ETF
$34,422,545 Holding
33740F367 - FIRST TR EXCHNG TRADED FD VI
$28,073,873 Holding
33740U695 - FIRST TR EXCHNG TRADED FD VI
$16,785,605 Holding
33740F391 - FIRST TR EXCHNG TRADED FD VI
$596,332 Holding
33740U653 - FIRST TR EXCHNG TRADED FD VI
$397,068 Holding

Largest Purchases this Quarter

JPMorgan Core Plus Bond ETF
731,461 shares (about $34.42M)
FIRST TR EXCHNG TRADED FD VI
785,338 shares (about $28.07M)
FIRST TR EXCHNG TRADED FD VI
459,160 shares (about $16.79M)
iShares Core U.S. Aggregate Bond ETF
122,640 shares (about $12.17M)
Schwab 5-10 Year Corporate Bond ETF
135,657 shares (about $3.09M)

Largest Sales this Quarter

SPDR SSgA Ultra Short Term Bond ETF
171,017 shares (about $6.95M)
Schwab Short-Term U.S. Treasury ETF
238,660 shares (about $5.82M)
Schwab Intermediate-Term U.S. Treasury ETF
67,811 shares (about $1.70M)
Vanguard Total Bond Market ETF
2,832 shares (about $208.52K)
Vanguard Information Technology ETF
242 shares (about $160.51K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBouchey Financial Group Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$209,687,006$775,255 0.4%380,01717.4%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$197,215,336$892,719 0.5%8,275,92716.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$80,727,561$1,410,410 1.8%3,046,3236.7%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$74,724,021$708,853 1.0%2,101,3506.2%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$72,555,949$137,920 0.2%866,4436.0%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$66,242,594$12,165,890 22.5%667,7685.5%Finance
Apple Inc. stock logo
AAPL
Apple
$60,772,617$1,191,423 2.0%296,2065.1%Computer and Technology
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$34,422,545$34,422,545 New Holding731,4612.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$31,531,751$107,862 0.3%112,5492.6%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$30,428,858$1,697,310 -5.3%1,215,6952.5%ETF
Schwab 5-10 Year Corporate Bond ETF stock logo
SCHI
Schwab 5-10 Year Corporate Bond ETF
$28,865,006$3,087,553 12.0%1,268,2342.4%ETF
FIRST TR EXCHNG TRADED FD VI
$28,073,873$28,073,873 New Holding785,3382.3%FT VEST U.S
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$26,322,618$580,325 2.3%463,0192.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$25,667,753$21,720 0.1%116,9962.1%Retail/Wholesale
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$25,102,329$206,229 0.8%394,0092.1%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$20,840,540$150,397 -0.7%511,0481.7%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$19,481,364$535,791 2.8%144,5311.6%ETF
FIRST TR EXCHNG TRADED FD VI
$16,785,605$16,785,605 New Holding459,1601.4%FT VEST U.S EQT
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$14,884,726$47,581 -0.3%24,0881.2%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$10,339,794$160,513 -1.5%15,5890.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$9,356,260$107,347 1.2%30,7670.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$7,496,418$208,520 -2.7%101,8120.6%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$7,423,513$55,028 -0.7%293,4190.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$6,819,012$217,866 3.3%13,7090.6%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$6,066,385$34,439 -0.6%23,9560.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,956,708$36,927 -0.7%8,7250.4%ETF
GMAR
FT Cboe Vest U.S. Equity Moderate Buffer ETF - March
$4,651,604$70,188 -1.5%119,4250.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,596,343$522,800 12.8%29,0920.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,252,431$7,772 -0.2%8,7540.4%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,062,303$26,716 -0.9%16,8500.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,725,4280.0%12,6300.2%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,520,980$50,443 2.0%8,6960.2%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,339,549$8,665 -0.4%17,5500.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,930,416$47,010 2.5%10,8820.2%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,901,402$415 0.0%77,7990.2%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,714,557$5,752 -0.3%7,4520.1%Transportation
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,656,039$94,812 6.1%9,3970.1%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,628,7600.0%12,0000.1%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$1,599,891$52,584 -3.2%39,8880.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,386,7650.0%28,2840.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,385,966$35,069 2.6%7,5880.1%Consumer Staples
Bank of America Corporation stock logo
BAC
Bank of America
$1,330,488$7,618 0.6%28,1170.1%Finance
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$1,264,128$145,855 -10.3%25,3510.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,146,7230.0%2,6150.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,099,015$57,127 -4.9%7,1950.1%Medical
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,083,011$5,470 0.5%38,6100.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,067,298$382,159 55.8%3,6530.1%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$1,020,642$93,074 10.0%3,2130.1%Auto/Tires/Trucks
The Home Depot, Inc. stock logo
HD
Home Depot
$1,012,306$284,883 39.2%2,7610.1%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$997,708$267,664 36.7%5,3750.1%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$951,428$73,811 8.4%1,2890.1%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$929,4310.0%10,4360.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$921,813$1,179 0.1%3,1270.1%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$878,280$18,857 2.2%7,1260.1%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$867,514$621 -0.1%1,3970.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$851,082$779 0.1%1,0920.1%Medical
Nucor Corporation stock logo
NUE
Nucor
$796,389$1,821 0.2%6,1220.1%Basic Materials
Energy Transfer LP stock logo
ET
Energy Transfer
$750,6190.0%41,4020.1%Energy
Visa Inc. stock logo
V
Visa
$728,551$43,315 6.3%2,0520.1%Business Services
Sixth Street Specialty Lending, Inc. stock logo
TSLX
Sixth Street Specialty Lending
$720,3010.0%30,2520.1%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$716,0940.0%4,0460.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$686,2410.0%3,5610.1%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$671,8280.0%7,1570.1%ETF
AMPLIFY ETF TR
$656,8540.0%7,6050.1%AMPLIFY CYBERSEC
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$631,5870.0%5,7790.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$607,630$154,674 34.1%2,3610.1%Aerospace
Broadcom Inc. stock logo
AVGO
Broadcom
$606,490$52,930 9.6%2,2000.1%Computer and Technology
FIRST TR EXCHNG TRADED FD VI
$596,332$596,332 New Holding16,6940.0%FT VEST U.S
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$595,494$2,003 -0.3%7,4330.0%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$593,823$66,201 12.5%13,7240.0%Computer and Technology
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$569,5640.0%5,0700.0%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$569,340$6,982 1.2%3,9140.0%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$567,830$5,736 -1.0%3,5640.0%Consumer Staples
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$553,087$2,353 -0.4%8,2280.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$549,421$361,412 192.2%3,8370.0%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$522,331$28,930 5.9%7,5290.0%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$521,199$19,866 -3.7%3,6730.0%Computer and Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$517,343$2,316 -0.4%1,1170.0%Aerospace
Walmart Inc. stock logo
WMT
Walmart
$503,627$6,355 -1.2%5,1510.0%Retail/Wholesale
WisdomTree U.S. LargeCap Fund stock logo
EPS
WisdomTree U.S. LargeCap Fund
$500,2390.0%7,8150.0%Finance
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$490,3140.0%5,0600.0%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$473,742$33,152 -6.5%2,3150.0%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$472,933$19,822 -4.0%1,6940.0%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$447,596$8,384 -1.8%1,9220.0%Multi-Sector Conglomerates
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$437,028$4,955 1.1%4410.0%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$424,781$5,692 1.4%6,1190.0%Utilities
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$410,729$3,666 0.9%7,8430.0%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$409,450$11,133 2.8%6,9510.0%Consumer Staples
FIRST TR EXCHNG TRADED FD VI
$397,068$397,068 New Holding10,7330.0%FT VEST US EQT
American Express Company stock logo
AXP
American Express
$390,751$3,828 1.0%1,2250.0%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$388,744$5,452 1.4%1,6400.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$388,0220.0%4,2190.0%ETF
AT&T Inc. stock logo
T
AT&T
$376,799$105,631 39.0%13,0200.0%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$373,434$3,067 -0.8%2,5570.0%Aerospace
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$372,243$8,085 -2.1%3,4530.0%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$363,442$53,973 17.4%9360.0%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$358,804$151,111 72.8%2,6380.0%Medical
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$346,3840.0%2,7210.0%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$345,2860.0%2,2550.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$324,0780.0%1,1360.0%ETF

Showing largest 100 holdings. View all holdings.
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