Q1 2025 · 13F-HR
Bouchey Financial Group, Ltd.holdings as filed
Filed 2025-05-09 · accession 0001951757-25-000531
$1.11B
Reported value
138
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46090E103 | QQQ | INVESCO QQQ TR | $177.6M | 16.0% | 378,612 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $177.4M | 16.0% | 8,238,465 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $83.7M | 7.55% | 2,993,100 | Common | NONE |
| 97717X669 | DGRW | WISDOMTREE TR | $69.1M | 6.23% | 864,796 | Common | NONE |
| 25434V831 | DUHP | DIMENSIONAL ETF TRUST | $69.0M | 6.22% | 2,081,416 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $64.5M | 5.82% | 290,399 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $53.9M | 4.86% | 545,128 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $31.9M | 2.88% | 1,283,506 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $29.0M | 2.62% | 112,164 | Common | NONE |
| 33740U786 | XDEC | FIRST TR EXCHNG TRADED FD VI | $26.7M | 2.41% | 725,828 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $26.6M | 2.40% | 336,922 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $25.9M | 2.33% | 452,811 | Common | NONE |
| 808524698 | SCHI | SCHWAB STRATEGIC TR | $25.4M | 2.29% | 1,132,577 | Common | NONE |
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $23.3M | 2.11% | 390,772 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $22.2M | 2.01% | 116,897 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $20.5M | 1.85% | 140,556 | Common | NONE |
| 46137V282 | RSPT | INVESCO EXCHANGE TRADED FD T | $17.6M | 1.59% | 514,736 | Common | NONE |
| 33740U505 | FDEC | FIRST TR EXCHNG TRADED FD VI | $14.9M | 1.35% | 343,670 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $13.5M | 1.22% | 24,165 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $8.6M | 0.77% | 15,831 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $8.4M | 0.75% | 30,414 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $7.7M | 0.69% | 104,644 | Common | NONE |
| 78467V707 | ULST | SSGA ACTIVE ETF TR | $7.2M | 0.65% | 178,188 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $6.9M | 0.62% | 295,594 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $6.0M | 0.54% | 247,020 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $5.0M | 0.45% | 13,271 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $5.0M | 0.45% | 24,092 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.7M | 0.42% | 8,770 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $4.5M | 0.41% | 8,790 | Common | NONE |
| 33740F482 | GMAR | FIRST TR EXCHNG TRADED FD VI | $4.5M | 0.41% | 121,227 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $2.9M | 0.27% | 16,997 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.8M | 0.25% | 25,783 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $2.5M | 0.23% | 12,630 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $2.3M | 0.20% | 17,615 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $2.1M | 0.19% | 8,522 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $1.8M | 0.16% | 7,477 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $1.7M | 0.15% | 77,816 | Common | NONE |
| 78467V848 | TOTL | SSGA ACTIVE ETF TR | $1.7M | 0.15% | 41,199 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.7M | 0.15% | 10,617 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $1.6M | 0.15% | 12,000 | Common | NONE |
| 92203C303 | VUSB | VANGUARD BD INDEX FDS | $1.4M | 0.13% | 28,276 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $1.4M | 0.13% | 28,284 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.4M | 0.12% | 8,859 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1.3M | 0.11% | 7,569 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $1.2M | 0.11% | 7,396 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $1.2M | 0.11% | 27,956 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $1.0M | 0.09% | 38,415 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $969,695 | 0.09% | 2,615 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $944,876 | 0.09% | 10,436 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $900,948 | 0.08% | 1,091 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $824,043 | 0.07% | 3,933 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $785,614 | 0.07% | 1,398 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $776,467 | 0.07% | 3,123 | Common | NONE |
| 29273V100 | ET | ENERGY TRANSFER L P | $769,664 | 0.07% | 41,402 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $756,748 | 0.07% | 2,920 | Common | NONE |
| 670346105 | NUE | NUCOR CORP | $738,385 | 0.07% | 6,108 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $732,508 | 0.07% | 2,345 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $727,143 | 0.07% | 1,984 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $698,907 | 0.06% | 4,046 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $685,310 | 0.06% | 1,189 | Common | NONE |
| 83012A109 | TSLX | SIXTH STREET SPECIALTY LENDI | $677,040 | 0.06% | 30,252 | Common | NONE |
| 92826C839 | V | VISA INC | $676,298 | 0.06% | 1,930 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $670,325 | 0.06% | 7,157 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $613,571 | 0.06% | 3,600 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $613,418 | 0.06% | 3,561 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $606,561 | 0.05% | 6,973 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $604,311 | 0.05% | 5,779 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $599,170 | 0.05% | 1,144 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $596,448 | 0.05% | 3,866 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $553,132 | 0.05% | 12,194 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $549,982 | 0.05% | 1,765 | Common | NONE |
| 032108664 | HACK | AMPLIFY ETF TR | $546,047 | 0.05% | 7,605 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $535,424 | 0.05% | 7,458 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $501,237 | 0.05% | 8,263 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $501,108 | 0.05% | 1,122 | Common | NONE |
| 97717W588 | EPS | WISDOMTREE TR | $463,274 | 0.04% | 7,815 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $459,697 | 0.04% | 5,070 | Common | NONE |
| 931142103 | WMT | WALMART INC | $458,649 | 0.04% | 5,216 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $438,872 | 0.04% | 7,112 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $427,963 | 0.04% | 6,037 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $422,676 | 0.04% | 2,477 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $419,543 | 0.04% | 3,528 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $414,607 | 0.04% | 1,958 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $412,729 | 0.04% | 436 | Common | NONE |
| 464287119 | ILCG | ISHARES TR | $409,810 | 0.04% | 5,060 | Common | NONE |
| 02209S103 | MO | ALTRIA GROUP INC | $407,709 | 0.04% | 6,762 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $391,748 | 0.04% | 3,813 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $387,189 | 0.03% | 7,773 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $358,911 | 0.03% | 4,219 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $358,503 | 0.03% | 1,617 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $352,453 | 0.03% | 1,760 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $349,121 | 0.03% | 2,328 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $341,537 | 0.03% | 2,578 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $336,232 | 0.03% | 2,008 | Common | NONE |
| 33740F698 | DJUL | FIRST TR EXCHNG TRADED FD VI | $330,478 | 0.03% | 8,080 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $326,358 | 0.03% | 1,213 | Common | NONE |
| 92204A405 | VFH | VANGUARD WORLD FD | $325,078 | 0.03% | 2,721 | Common | NONE |
| 33740F441 | GMAY | FIRST TR EXCHNG TRADED FD VI | $319,734 | 0.03% | 8,819 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $312,482 | 0.03% | 615 | Common | NONE |
| 97717W406 | AIVL | WISDOMTREE TR | $311,833 | 0.03% | 2,840 | Common | NONE |
| 464289446 | IWL | ISHARES TR | $309,860 | 0.03% | 2,255 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $307,503 | 0.03% | 575 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $295,160 | 0.03% | 1,522 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $291,965 | 0.03% | 1,136 | Common | NONE |
| 025537101 | AEP | AMERICAN ELEC PWR CO INC | $282,463 | 0.03% | 2,585 | Common | NONE |
| 381430438 | GSEW | GOLDMAN SACHS ETF TR | $274,125 | 0.02% | 3,605 | Common | NONE |
| 311900104 | FAST | FASTENAL CO | $270,417 | 0.02% | 3,487 | Common | NONE |
| 00206R102 | T | AT&T INC | $264,996 | 0.02% | 9,370 | Common | NONE |
| 911363109 | URI | UNITED RENTALS INC | $264,468 | 0.02% | 422 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $262,840 | 0.02% | 797 | Common | NONE |
| 88262P102 | TPL | TEXAS PACIFIC LAND CORPORATI | $257,049 | 0.02% | 194 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $256,129 | 0.02% | 1,248 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $255,851 | 0.02% | 786 | Common | NONE |
| 33740F631 | DJAN | FIRST TR EXCHNG TRADED FD VI | $255,690 | 0.02% | 6,734 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $252,826 | 0.02% | 2,167 | Common | NONE |
| 303075105 | FDS | FACTSET RESH SYS INC | $248,689 | 0.02% | 547 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $247,482 | 0.02% | 5,468 | Common | NONE |
| 244199105 | DE | DEERE & CO | $243,786 | 0.02% | 518 | Common | NONE |
| 78468R804 | LGLV | SPDR SER TR | $243,656 | 0.02% | 1,400 | Common | NONE |
| 464288828 | IHF | ISHARES TR | $237,442 | 0.02% | 4,497 | Common | NONE |
| 72201R874 | SMMU | PIMCO ETF TR | $236,095 | 0.02% | 4,720 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $227,332 | 0.02% | 1,626 | Common | NONE |
| 808524722 | SCHK | SCHWAB STRATEGIC TR | $225,536 | 0.02% | 8,378 | Common | NONE |
| 493267108 | KEY | KEYCORP | $222,939 | 0.02% | 13,942 | Common | NONE |
| 33740U687 | GNOV | FIRST TR EXCHNG TRADED FD VI | $221,960 | 0.02% | 6,473 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $219,652 | 0.02% | 1,313 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $219,641 | 0.02% | 629 | Common | NONE |
| 46641Q241 | BBAG | J P MORGAN EXCHANGE TRADED F | $217,686 | 0.02% | 4,721 | Common | NONE |
| 74347X831 | TQQQ | PROSHARES TR | $216,996 | 0.02% | 3,787 | Common | NONE |
| 46434V282 | LRGF | ISHARES TR | $216,761 | 0.02% | 3,745 | Common | NONE |
| 315912808 | ONEQ | FIDELITY COMWLTH TR | $209,709 | 0.02% | 3,081 | Common | NONE |
| 464288406 | IMCV | ISHARES TR | $208,326 | 0.02% | 2,808 | Common | NONE |
| 46434V381 | XT | ISHARES TR | $206,526 | 0.02% | 3,588 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $205,404 | 0.02% | 671 | Common | NONE |
| 33740F516 | GJAN | FIRST TR EXCHNG TRADED FD VI | $203,682 | 0.02% | 5,407 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $202,557 | 0.02% | 1,527 | Common | NONE |
| 06759L103 | BBDC | BARINGS BDC INC | $98,034 | 0.01% | 10,276 | Common | NONE |
| 72919P202 | PLUG | PLUG POWER INC | $26,741 | 0.00% | 19,808 | Common | NONE |
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.