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

About Bouchey Financial Group Ltd

Investment Activity

Bouchey Financial Group Ltd has $1.11 billion in total holdings as of March 31, 2025.
Bouchey Financial Group Ltd owns shares of 138 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 1.84% of the portfolio was purchased this quarter.
About 1.04% of the portfolio was sold this quarter.
This quarter, Bouchey Financial Group Ltd has purchased 148 new stocks and bought additional shares in 54 stocks.
Bouchey Financial Group Ltd sold shares of 52 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Invesco QQQ: $177,598,709
Schwab US Broad Market ETF: $177,374,142
Schwab US Dividend Equity ETF: $83,687,074
WisdomTree U.S. Quality Dividend Growth Fund: $69,062,628
Dimensional US High Profitability ETF: $68,978,118

Largest New Holdings this Quarter

33740U687 - FIRST TR EXCHNG TRADED FD VI: $221,960 Holding
166764100 - Chevron: $219,652 Holding
053015103 - Automatic Data Processing: $205,404 Holding
33740F516 - FT Vest U.S. Equity Moderate Buffer ETF - January: $203,682 Holding
002824100 - Abbott Laboratories: $202,557 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 7,344 shares (about $3.77M)
Schwab Intermediate-Term U.S. Treasury ETF: 81,495 shares (about $2.03M)
iShares Core U.S. Aggregate Bond ETF: 17,179 shares (about $1.70M)
Schwab US Dividend Equity ETF: 60,357 shares (about $1.69M)
Schwab US Broad Market ETF: 72,697 shares (about $1.57M)

Largest Sales this Quarter

WisdomTree U.S. Quality Dividend Growth Fund: 17,179 shares (about $1.37M)
Invesco S&P 500 Equal Weight Technology ETF: 37,558 shares (about $1.28M)
Schwab US Small-Cap ETF: 36,140 shares (about $846.76K)
Vanguard Information Technology ETF: 1,316 shares (about $713.77K)
SPDR S&P 500 ETF Trust: 1,124 shares (about $628.82K)

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	$177,598,709	$417,011 ▼	-0.2%	378,612	16.0%	Finance
SCHB Schwab US Broad Market ETF	$177,374,142	$1,565,166 ▲	0.9%	8,238,465	16.0%	ETF
SCHD Schwab US Dividend Equity ETF	$83,687,074	$1,687,582 ▲	2.1%	2,993,100	7.5%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$69,062,628	$1,371,915 ▼	-1.9%	864,796	6.2%	Manufacturing
DUHP Dimensional US High Profitability ETF	$68,978,118	$1,245,666 ▲	1.8%	2,081,416	6.2%	ETF
AAPL Apple	$64,506,266	$149,715 ▲	0.2%	290,399	5.8%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$53,924,033	$1,699,346 ▲	3.3%	545,128	4.9%	Finance
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$31,907,957	$2,025,966 ▲	6.8%	1,283,506	2.9%	ETF
VO Vanguard Mid-Cap ETF	$29,007,914	$115,086 ▲	0.4%	112,164	2.6%	ETF
XDEC FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December	$26,707,931	$550,586 ▲	2.1%	725,828	2.4%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$26,596,646	$447,985 ▲	1.7%	336,922	2.4%	ETF
JEPI JPMorgan Equity Premium Income ETF	$25,873,638	$619,455 ▲	2.5%	452,811	2.3%	ETF
SCHI Schwab 5-10 Year Corporate Bond ETF	$25,437,684	$1,175,624 ▲	4.8%	1,132,577	2.3%	ETF
DFAS Dimensional U.S. Small Cap ETF	$23,348,640	$751,715 ▲	3.3%	390,772	2.1%	ETF
AMZN Amazon.com	$22,240,824	$94,559 ▲	0.4%	116,897	2.0%	Retail/Wholesale
XLV Health Care Select Sector SPDR Fund	$20,522,620	$499,501 ▲	2.5%	140,556	1.9%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$17,603,959	$1,284,483 ▼	-6.8%	514,736	1.6%	ETF
FDEC FT Vest U.S. Equity Buffer ETF - December	$14,916,722	$323,665 ▲	2.2%	343,670	1.3%	ETF
SPY SPDR S&P 500 ETF Trust	$13,519,053	$628,819 ▼	-4.4%	24,165	1.2%	Finance
VGT Vanguard Information Technology ETF	$8,586,378	$713,769 ▼	-7.7%	15,831	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$8,359,006	$252,029 ▼	-2.9%	30,414	0.8%	ETF
BND Vanguard Total Bond Market ETF	$7,686,102	$15,498 ▼	-0.2%	104,644	0.7%	ETF
ULST SPDR SSgA Ultra Short Term Bond ETF	$7,243,328	$335,484 ▲	4.9%	178,188	0.7%	ETF
SCHA Schwab US Small-Cap ETF	$6,925,758	$846,759 ▼	-10.9%	295,594	0.6%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$6,012,464	$436,343 ▲	7.8%	247,020	0.5%	ETF
MSFT Microsoft	$4,981,913	$337,108 ▲	7.3%	13,271	0.4%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$4,974,521	$115,422 ▼	-2.3%	24,092	0.4%	ETF
BRK.B Berkshire Hathaway	$4,670,727	$10,119 ▲	0.2%	8,770	0.4%	Finance
VOO Vanguard S&P 500 ETF	$4,517,526	$3,774,370 ▲	507.9%	8,790	0.4%	ETF
GMAR FT Cboe Vest U.S. Equity Moderate Buffer ETF - March	$4,509,645	$534,564 ▼	-10.6%	121,227	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$2,944,411	$53,355 ▼	-1.8%	16,997	0.3%	ETF
NVDA NVIDIA	$2,794,512	$838,473 ▲	42.9%	25,783	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$2,519,559	$145,428 ▼	-5.5%	12,630	0.2%	Finance
VYM Vanguard High Dividend Yield ETF	$2,271,674	$31,983 ▲	1.4%	17,615	0.2%	ETF
JPM JPMorgan Chase & Co.	$2,090,345	$24,529 ▲	1.2%	8,522	0.2%	Finance
UNP Union Pacific	$1,766,367	$2,126 ▼	-0.1%	7,477	0.2%	Transportation
SCHX Schwab US Large-Cap ETF	$1,718,186	$24,244 ▲	1.4%	77,816	0.2%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$1,659,910	$13,819 ▼	-0.8%	41,199	0.1%	ETF
GOOG Alphabet	$1,658,670	$20,778 ▼	-1.2%	10,617	0.1%	Computer and Technology
SDY SPDR S&P Dividend ETF	$1,628,160		0.0%	12,000	0.1%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$1,409,700	$413,697 ▼	-22.7%	28,276	0.1%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,403,453		0.0%	28,284	0.1%	ETF
GOOGL Alphabet	$1,369,960	$54,124 ▼	-3.8%	8,859	0.1%	Computer and Technology
JNJ Johnson & Johnson	$1,255,261	$67,000 ▲	5.6%	7,569	0.1%	Medical
PM Philip Morris International	$1,175,983	$193,029 ▲	19.6%	7,396	0.1%	Consumer Staples
BAC Bank of America	$1,166,591	$7,511 ▼	-0.6%	27,956	0.1%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$1,006,473		0.0%	38,415	0.1%	ETF
VUG Vanguard Growth ETF	$969,695	$15,574 ▼	-1.6%	2,615	0.1%	ETF
VNQ Vanguard Real Estate ETF	$944,876	$181 ▲	0.0%	10,436	0.1%	ETF
LLY Eli Lilly and Company	$900,948	$13,213 ▼	-1.4%	1,091	0.1%	Medical
ABBV AbbVie	$824,043	$14,666 ▼	-1.7%	3,933	0.1%	Medical
IVV iShares Core S&P 500 ETF	$785,614	$4,496 ▲	0.6%	1,398	0.1%	ETF
IBM International Business Machines	$776,467	$26,106 ▼	-3.3%	3,123	0.1%	Computer and Technology
ET Energy Transfer	$769,664		0.0%	41,402	0.1%	Energy
TSLA Tesla	$756,748	$35,505 ▼	-4.5%	2,920	0.1%	Auto/Tires/Trucks
NUE Nucor	$738,385	$1,451 ▲	0.2%	6,108	0.1%	Basic Materials
MCD McDonald's	$732,508	$4,061 ▼	-0.6%	2,345	0.1%	Retail/Wholesale
HD Home Depot	$727,143	$2,199 ▲	0.3%	1,984	0.1%	Retail/Wholesale
VTV Vanguard Value ETF	$698,907	$26,429 ▼	-3.6%	4,046	0.1%	ETF
META Meta Platforms	$685,310	$7,493 ▼	-1.1%	1,189	0.1%	Computer and Technology
TSLX Sixth Street Specialty Lending	$677,040		0.0%	30,252	0.1%	Finance
V Visa	$676,298	$13,666 ▲	2.1%	1,930	0.1%	Business Services
USMV iShares MSCI USA Min Vol Factor ETF	$670,325		0.0%	7,157	0.1%	ETF
PG Procter & Gamble	$613,571	$30,849 ▼	-4.8%	3,600	0.1%	Consumer Staples
VXF Vanguard Extended Market ETF	$613,418		0.0%	3,561	0.1%	ETF
MU Micron Technology	$606,561	$8,438 ▲	1.4%	6,973	0.1%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$604,311	$64,834 ▼	-9.7%	5,779	0.1%	ETF
UNH UnitedHealth Group	$599,170	$103,703 ▼	-14.8%	1,144	0.1%	Medical
PAYX Paychex	$596,448	$19,748 ▲	3.4%	3,866	0.1%	Business Services
VZ Verizon Communications	$553,132	$43,864 ▼	-7.3%	12,194	0.0%	Computer and Technology
AMGN Amgen	$549,982	$6,232 ▲	1.1%	1,765	0.0%	Medical
AMPLIFY ETF TR	$546,047	$49,902 ▼	-8.4%	7,605	0.0%	AMPLIFY CYBERSEC
WFC Wells Fargo & Company	$535,424	$51,403 ▲	10.6%	7,458	0.0%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$501,237	$2,123 ▲	0.4%	8,263	0.0%	ETF
LMT Lockheed Martin	$501,108	$7,146 ▲	1.4%	1,122	0.0%	Aerospace
EPS WisdomTree U.S. LargeCap Fund	$463,274		0.0%	7,815	0.0%	Finance
IGM iShares Expanded Tech Sector ETF	$459,697		0.0%	5,070	0.0%	ETF
WMT Walmart	$458,649	$9,672 ▲	2.2%	5,216	0.0%	Retail/Wholesale
CSCO Cisco Systems	$438,872	$27,892 ▲	6.8%	7,112	0.0%	Computer and Technology
NEE NextEra Energy	$427,963	$15,738 ▼	-3.5%	6,037	0.0%	Utilities
PANW Palo Alto Networks	$422,676	$15,870 ▼	-3.6%	2,477	0.0%	Computer and Technology
XOM Exxon Mobil	$419,543	$44,951 ▼	-9.7%	3,528	0.0%	Energy
HON Honeywell International	$414,607	$1,482 ▲	0.4%	1,958	0.0%	Multi-Sector Conglomerates
COST Costco Wholesale	$412,729	$1,893 ▲	0.5%	436	0.0%	Retail/Wholesale
ILCG iShares Morningstar Growth ETF	$409,810		0.0%	5,060	0.0%	ETF
MO Altria Group	$407,709	$20,018 ▲	5.2%	6,762	0.0%	Consumer Staples
AMD Advanced Micro Devices	$391,748	$27,945 ▼	-6.7%	3,813	0.0%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$387,189	$4,533 ▲	1.2%	7,773	0.0%	ETF
IWR iShares Russell Mid-Cap ETF	$358,911	$7,146 ▼	-2.0%	4,219	0.0%	ETF
VB Vanguard Small-Cap ETF	$358,503	$20,175 ▼	-5.3%	1,617	0.0%	ETF
GE GE Aerospace	$352,453	$19,825 ▲	6.0%	1,760	0.0%	Industrials
PEP PepsiCo	$349,121	$85,481 ▼	-19.7%	2,328	0.0%	Consumer Staples
RTX RTX	$341,537	$5,962 ▲	1.8%	2,578	0.0%	Aerospace
AVGO Broadcom	$336,232	$11,721 ▼	-3.4%	2,008	0.0%	Computer and Technology
DJUL FT Vest U.S. Equity Deep Buffer ETF - July	$330,478	$19,469 ▼	-5.6%	8,080	0.0%	ETF
AXP American Express	$326,358	$1,614 ▲	0.5%	1,213	0.0%	Finance
VFH Vanguard Financials ETF	$325,078	$37,633 ▼	-10.4%	2,721	0.0%	ETF
GMAY FT Cboe Vest U.S. Equity Moderate Buffer ETF - May	$319,734	$13,124 ▼	-3.9%	8,819	0.0%	ETF
SPGI S&P Global	$312,482	$12,194 ▲	4.1%	615	0.0%	Business Services
AIVL WisdomTree U.S. AI Enhanced Value Fund	$311,833		0.0%	2,840	0.0%	Finance

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

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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