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Bouchey Financial Group, Ltd.

Q4 2024 · 13F-HR

Bouchey Financial Group, Ltd.holdings as filed

Filed 2025-02-05 · accession 0001951757-25-000182

$1.14B
Reported value
148
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$194.0M17.0%379,501CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$185.4M16.2%8,165,768CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$80.1M7.00%2,932,743CommonNONE
037833100AAPLAPPLE INC$72.6M6.34%289,725CommonNONE
97717X669DGRWWISDOMTREE TR$71.4M6.24%881,975CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$69.1M6.03%2,043,828CommonNONE
464287226AGGISHARES TR$51.2M4.47%527,949CommonNONE
922908629VOVANGUARD INDEX FDS$29.5M2.58%111,719CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$29.2M2.55%1,202,011CommonNONE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$26.5M2.32%710,865CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$25.8M2.26%331,247CommonNONE
023135106AMZNAMAZON COM INC$25.5M2.23%116,400CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$25.5M2.23%441,970CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$24.6M2.15%378,191CommonNONE
808524698SCHISCHWAB STRATEGIC TR$23.8M2.08%1,080,234CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$20.7M1.81%552,294CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$18.9M1.65%137,135CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$15.0M1.31%336,213CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$14.8M1.30%25,289CommonNONE
92204A702VGTVANGUARD WORLD FD$10.7M0.93%17,147CommonNONE
922908769VTIVANGUARD INDEX FDS$9.1M0.79%31,331CommonNONE
808524607SCHASCHWAB STRATEGIC TR$8.6M0.75%331,734CommonNONE
921937835BNDVANGUARD BD INDEX FDS$7.5M0.66%104,855CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$6.9M0.60%169,935CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$5.7M0.50%24,651CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$5.5M0.48%229,093CommonNONE
594918104MSFTMICROSOFT CORP$5.2M0.46%12,373CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$5.1M0.44%135,597CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M0.35%8,751CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.0M0.26%17,305CommonNONE
464287655IWMISHARES TR$3.0M0.26%13,359CommonNONE
67066G104NVDANVIDIA CORPORATION$2.4M0.21%18,047CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.2M0.19%17,367CommonNONE
02079K107GOOGALPHABET INC$2.0M0.18%10,750CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.0M0.18%8,422CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$1.8M0.16%36,574CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.8M0.16%76,718CommonNONE
02079K305GOOGLALPHABET INC$1.7M0.15%9,209CommonNONE
907818108UNPUNION PAC CORP$1.7M0.15%7,486CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$1.6M0.14%41,542CommonNONE
78464A763SDYSPDR SER TR$1.6M0.14%12,000CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.12%28,284CommonNONE
060505104BACBANK AMERICA CORP$1.2M0.11%28,136CommonNONE
88160R101TSLATESLA INC$1.2M0.11%3,057CommonNONE
922908736VUGVANGUARD INDEX FDS$1.1M0.10%2,657CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.1M0.09%38,415CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.09%7,165CommonNONE
922908553VNQVANGUARD INDEX FDS$929,4610.08%10,434CommonNONE
532457108LLYELI LILLY & CO$854,6370.07%1,107CommonNONE
464287200IVVISHARES TR$818,3170.07%1,390CommonNONE
29273V100ETENERGY TRANSFER L P$811,0660.07%41,402CommonNONE
922908363VOOVANGUARD INDEX FDS$779,1250.07%1,446CommonNONE
437076102HDHOME DEPOT INC$769,5080.07%1,978CommonNONE
718172109PMPHILIP MORRIS INTL INC$746,0080.07%6,182CommonNONE
464287804IJRISHARES TR$737,2930.06%6,399CommonNONE
670346105NUENUCOR CORP$714,7880.06%6,096CommonNONE
00287Y109ABBVABBVIE INC$711,3340.06%4,003CommonNONE
922908744VTVVANGUARD INDEX FDS$710,8910.06%4,199CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$709,5610.06%3,228CommonNONE
30303M102METAMETA PLATFORMS INC$703,7970.06%1,202CommonNONE
580135101MCDMCDONALDS CORP$683,5610.06%2,358CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$678,8650.06%1,342CommonNONE
922908652VXFVANGUARD INDEX FDS$676,5190.06%3,561CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$644,3680.06%30,252CommonNONE
46429B697USMVISHARES TR$635,4710.06%7,157CommonNONE
742718109PGPROCTER AND GAMBLE CO$633,8280.06%3,781CommonNONE
032108664HACKAMPLIFY ETF TR$618,2760.05%8,300CommonNONE
92826C839VVISA INC$597,4800.05%1,891CommonNONE
595112103MUMICRON TECHNOLOGY INC$579,3510.05%6,876CommonNONE
539830109LMTLOCKHEED MARTIN CORP$537,2120.05%1,106CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$526,3090.05%13,161CommonNONE
704326107PAYXPAYCHEX INC$524,1450.05%3,738CommonNONE
464287549IGMISHARES TR$517,5970.05%5,070CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$514,4960.04%900CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$493,4280.04%4,085CommonNONE
04010L103ARCCARES CAPITAL CORP$488,8260.04%22,331CommonNONE
11135F101AVGOBROADCOM INC$481,6630.04%2,078CommonNONE
97717W588EPSWISDOMTREE TR$478,1220.04%7,815CommonNONE
949746101WMT2WELLS FARGO CO NEW$473,5390.04%6,742CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$472,3700.04%8,228CommonNONE
697435105PANWPALO ALTO NETWORKS INC$467,6380.04%2,570CommonNONE
931142103WMTWALMART INC$461,9750.04%5,106CommonNONE
031162100AMGNAMGEN INC$454,7770.04%1,745CommonNONE
464287119ILCGISHARES TR$453,3760.04%5,060CommonNONE
65339F101NEENEXTERA ENERGY INC$448,7080.04%6,259CommonNONE
713448108PEPPEPSICO INC$442,3070.04%2,898CommonNONE
438516106HONHONEYWELL INTL INC$440,7360.04%1,951CommonNONE
30231G102XOMEXXON MOBIL CORP$420,1530.04%3,906CommonNONE
922908751VBVANGUARD INDEX FDS$410,3260.04%1,708CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$397,9550.03%434CommonNONE
17275R102CSCOCISCO SYS INC$394,2720.03%6,660CommonNONE
464287499IWRISHARES TR$380,3860.03%4,303CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$371,2720.03%7,682CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$359,1850.03%8,556CommonNONE
92204A405VFHVANGUARD WORLD FD$358,4610.03%3,036CommonNONE
025816109AXPAMERICAN EXPRESS CO$358,2260.03%1,207CommonNONE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$338,6880.03%9,181CommonNONE
02209S103MOALTRIA GROUP INC$337,6480.03%6,430CommonNONE
922908637VVVANGUARD INDEX FDS$330,9000.03%1,227CommonNONE
464289446IWLISHARES TR$326,3220.03%2,255CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$306,2790.03%1,564CommonNONE
97717W406AIVLWISDOMTREE TR$302,5170.03%2,840CommonNONE
149123101CATCATERPILLAR INC$299,5440.03%826CommonNONE
235851102DHRDANAHER CORPORATION$296,3880.03%1,290CommonNONE
92204A108VCRVANGUARD WORLD FD$295,0490.03%786CommonNONE
78409V104SPGIS&P GLOBAL INC$294,3360.03%591CommonNONE
75513E101RTXRTX CORPORATION$293,1670.03%2,533CommonNONE
74347X831TQQQPROSHARES TR$287,7960.03%3,637CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$286,3710.03%5,732CommonNONE
617446448MSMORGAN STANLEY$279,8320.02%2,226CommonNONE
381430438GSEWGOLDMAN SACHS ETF TR$278,3790.02%3,605CommonNONE
369604301GEGE AEROSPACE$277,2250.02%1,661CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$263,1660.02%6,734CommonNONE
303075105FDSFACTSET RESH SYS INC$261,2730.02%544CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$260,7350.02%2,827CommonNONE
493267108KEYKEYCORP$257,5990.02%15,029CommonNONE
311900104FASTFASTENAL CO$257,2940.02%3,578CommonNONE
464288208IMCBISHARES TR$255,8640.02%3,360CommonNONE
911363109URIUNITED RENTALS INC$249,3720.02%354CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$240,8110.02%5,468CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$237,1820.02%8,378CommonNONE
68389X105ORCLORACLE CORP$236,9630.02%1,422CommonNONE
72201R874SMMUPIMCO ETF TR$235,8120.02%4,720CommonNONE
315912808ONEQFIDELITY COMWLTH TR$234,3410.02%3,081CommonNONE
78468R804LGLVSPDR SER TR$231,2940.02%1,400CommonNONE
00206R102TAT&T INC$229,2940.02%10,070CommonNONE
143658300CCL1EURCARNIVAL CORP$229,2890.02%9,201CommonNONE
25459W862SPXLDIREXION SHS ETF TR$226,7330.02%1,344CommonNONE
46434V282LRGFISHARES TR$226,0110.02%3,745CommonNONE
05464C101AXONAXON ENTERPRISE INC$222,2760.02%374CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$221,2480.02%425CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$219,2130.02%7,866CommonNONE
09260D107BXBLACKSTONE INC$219,1460.02%1,271CommonNONE
464288828IHFISHARES TR$215,8120.02%4,497CommonNONE
244199105DEDEERE & CO$215,1940.02%507CommonNONE
921910816MGKVANGUARD WORLD FD$214,2880.02%624CommonNONE
46434V381XTISHARES TR$214,0710.02%3,588CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$213,4510.02%193CommonNONE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$213,2950.02%4,721CommonNONE
824348106SHWSHERWIN WILLIAMS CO$211,4370.02%622CommonNONE
816851109SRESEMPRA$210,6710.02%2,394CommonNONE
464288406IMCVISHARES TR$208,5230.02%2,808CommonNONE
254687106DISDISNEY WALT CO$207,4890.02%1,860CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$206,6900.02%3,604CommonNONE
33739P822FMNYFIRST TR EXCH TRADED FD III$201,6080.02%7,565CommonNONE
040413205ANETARISTA NETWORKS INC$201,1650.02%1,820CommonNONE
06759L103BBDCBARINGS BDC INC$98,3420.01%10,276CommonNONE
72919P202PLUGPLUG POWER INC$42,1920.00%19,808CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.