Bouchey Financial Group, Ltd.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Bouchey Financial Group, Ltd. reported 148 stock positions worth $1.1 billion. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 17.0% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 16.2%) and Schwab US DVD Equity ETF (SCHD, 7.0%). Compared with Q3 2024, it opened 13 new positions, sold out of 18, added to 54 and reduced 53. The biggest buy was a new position in FT Vest U.S. Equity Buffer E (FDEC) and the biggest sale Invesco S&P 500 Equal Weight (RSPT, shares −51%).

Most Recent 13F
Q2 2026
Location
TROY, NY
CIK
0001599054
Portfolio Value
$1.1B (Q4 2024)
SEC Filing
0001951757-25-000182 ↗ filed Feb 5, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.5B Q2 2026

Holdings 148 stocks · $1.1B
QQQ Invesco QQQ Trust Series 1 16.95% 379,501 $194.0M Reduce -0.3%
SCHB Schwab US Broad Market ETF 16.20% 8,165,768 $185.4M Add +4.5%
SCHD Schwab US DVD Equity ETF 7.00% 2,932,743 $80.1M Add +19.8%
AAPL Apple Inc. 6.34% 289,725 $72.6M Add +3.4%
DGRW Wisdomtree U.S. Quality Divi 6.24% 881,975 $71.4M Reduce -6.8%
DUHP Dimensional US High Profi Et 6.03% 2,043,828 $69.1M Add +11.6%
AGG iShares Core U.S. Aggregate 4.47% 527,949 $51.2M Add +45.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.58% 111,719 $29.5M Add +8.3%
SCHR Schwab Intermediate-Term US 2.55% 1,202,011 $29.2M Add +19.5%
XDEC FT Vest US Equity Enhance & 2.32% 710,865 $26.5M Add +77.1%
VCSH Vanguard S/T Corp. Bond ETF 2.26% 331,247 $25.8M Add +38.9%
AMZN Amazon.com Inc. 2.23% 116,400 $25.5M Reduce -8.7%
JEPI JPMorgan Equity Premium Inco 2.23% 441,970 $25.5M Add +7.2%
DFAS Dimensional US Small Cap ETF 2.15% 378,191 $24.6M Add +0.4%
SCHI Schwab 5-10 Year Corporate B 2.08% 1,080,234 $23.8M Add +30.6%
RSPT Invesco S&P 500 Equal Weight 1.81% 552,294 $20.7M Reduce -50.7%
XLV SS Health Care Select Sector 1.65% 137,135 $18.9M Reduce -34.9%
FDEC FT Vest U.S. Equity Buffer E 1.31% 336,213 $15.0M New
SPY SS SPDR S&P 500 ETF Trust-US 1.30% 25,289 $14.8M Reduce -3.8%
VGT Vanguard Info Tech ETF 0.93% 17,147 $10.7M Reduce -2.1%
VTI VG Morningstar TS MKT ETF-US 0.79% 31,331 $9.1M Reduce -2.4%
SCHA Schwab US Small-Cap ETF 0.75% 331,734 $8.6M Reduce -2.5%
BND Vanguard Total Bond Market 0.66% 104,855 $7.5M Reduce -4.0%
ULST SS Ultra Short TM Bond ETF 0.60% 169,935 $6.9M Reduce -63.1%
XLK SS Technology Select Sector 0.50% 24,651 $5.7M Reduce -0.9%
SCHO Schwab Short-Term US Treas 0.48% 229,093 $5.5M Reduce -41.3%
MSFT Microsoft Corp. 0.46% 12,373 $5.2M Add +4.5%
GMAR FT Vest US Equity Moderate B 0.44% 135,597 $5.1M Reduce -71.3%
BRK.B Berkshire Hathaway Inc. Class B 0.35% 8,751 $4.0M Add +0.2%
RSP Invesco S&P 500 Equal Weight 0.27% 17,305 $3.0M Reduce -3.9%
IWM iShares Russell 2000 ETF 0.26% 13,359 $3.0M Reduce -2.5%
NVDA Nvidia Corp. 0.21% 18,047 $2.4M Reduce -2.1%
VYM Vanguard High DVD Yield ETF 0.19% 17,367 $2.2M Add +2.0%
GOOG Alphabet Inc. Class C 0.18% 10,750 $2.0M Add +8.2%
JPM JPMorgan Chase & Co. 0.18% 8,422 $2.0M Add +0.7%
VUSB Vanguard Ultra Short Bond Et 0.16% 36,574 $1.8M Reduce -19.0%
SCHX Schwab US Large-Cap ETF 0.16% 76,718 $1.8M Reduce -0.6%
GOOGL Alphabet Inc. Class A 0.15% 9,209 $1.7M Add +12.2%
UNP Union Pacific Corp. 0.15% 7,486 $1.7M Add +5.8%
TOTL SS Doubleline TR Tact ETF 0.14% 41,542 $1.6M Reduce -3.1%
SDY SS SPDR S&P Dividend ETF 0.14% 12,000 $1.6M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.12% 28,284 $1.4M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 28,136 $1.2M Reduce -3.1%
TSLA Tesla Inc. 0.11% 3,057 $1.2M Add +3.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 2,657 $1.1M Add +4.1%
SCHM Schwab US Mid Cap ETF 0.09% 38,415 $1.1M No change
JNJ Johnson & Johnson 0.09% 7,165 $1.0M Add +5.8%
VNQ Vanguard Real Estate ETF 0.08% 10,434 $929K Add +0.0%
LLY Eli Lilly & Co. 0.07% 1,107 $855K Reduce -3.0%
IVV iShares Core S&P 500 ETF 0.07% 1,390 $818K Reduce -19.5%
ET Energy Transfer LP 0.07% 41,402 $811K No change
VOO Vanguard S&P 500 ETF 0.07% 1,446 $779K Add +0.6%
HD Home Depot Inc. 0.07% 1,978 $770K Add +27.5%
PM Philip Morris International 0.07% 6,182 $746K Add +1.8%
IJR iShares Core S&P Small-Cap E 0.06% 6,399 $737K Reduce -1.8%
NUE Nucor Corp. 0.06% 6,096 $715K Reduce -0.3%
ABBV Abbvie Inc. 0.06% 4,003 $711K Add +0.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 4,199 $711K Add +4.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 3,228 $710K Add +0.4%
META Meta Platforms Inc. Class A 0.06% 1,202 $704K Add +9.2%
MCD McDonald's Corp. 0.06% 2,358 $684K Add +1.2%
UNH Unitedhealth Group Inc. 0.06% 1,342 $679K Reduce -9.0%
VXF Vanguard Extended Market ETF 0.06% 3,561 $677K No change
TSLX Sixth Street Specialty Lendi 0.06% 30,252 $644K No change
USMV iShares MSCI USA Min Vol Fac 0.06% 7,157 $635K No change
PG The Procter & Gamble Co. 0.06% 3,781 $634K Add +2.3%
HACK Amplify Cybersecurity ETF 0.05% 8,300 $618K No change
V Visa Inc. Class A 0.05% 1,891 $597K Add +17.8%
MU Micron Technology Inc. 0.05% 6,876 $579K Reduce -17.3%
LMT Lockheed Martin Corp. 0.05% 1,106 $537K Add +0.8%
VZ Verizon Communications Inc. 0.05% 13,161 $526K Reduce -0.8%
PAYX Paychex Inc. 0.05% 3,738 $524K Add +7.6%
IGM iShares Expanded Tech Sector 0.05% 5,070 $518K No change
MDY State Street SPDR S&P Midcap 0.04% 900 $514K Add +28.6%
AMD Advanced Micro Devices 0.04% 4,085 $493K Reduce -0.0%
ARCC Ares Capital Corp. 0.04% 22,331 $489K No change
AVGO Broadcom Inc. 0.04% 2,078 $482K Reduce -18.4%
EPS Wisdomtree US Large Cap Fund 0.04% 7,815 $478K No change
WFC Wells Fargo & Co. 0.04% 6,742 $474K Reduce -2.3%
VEU Vanguard Ftse All-World Ex-U 0.04% 8,228 $472K No change
PANW Palo Alto Networks Inc. 0.04% 2,570 $468K Add +0.2%
WMT Walmart Inc. 0.04% 5,106 $462K Add +1.9%
AMGN Amgen Inc. 0.04% 1,745 $455K Add +0.4%
ILCG iShares Morningstar Growth E 0.04% 5,060 $453K No change
NEE Nextera Energy Inc. 0.04% 6,259 $449K Add +18.9%
PEP Pepsico Inc. 0.04% 2,898 $442K Add +6.1%
HON Honeywell International Inc. 0.04% 1,951 $441K Reduce -0.5%
XOM Exxon Mobil Corp. 0.04% 3,906 $420K Reduce -3.3%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 1,708 $410K Add +1.4%
COST Costco Wholesale Corp. 0.03% 434 $398K New
CSCO Cisco Systems Inc. 0.03% 6,660 $394K Add +4.0%
IWR iShares Russell Mid-Cap ETF 0.03% 4,303 $380K Add +1.7%
XLF SS Financial Select Sector 0.03% 7,682 $371K Reduce -2.2%
DJUL FT Vest US Equity Deep Buffe 0.03% 8,556 $359K Reduce -14.4%
VFH Vanguard Financials ETF 0.03% 3,036 $358K Reduce -16.7%
AXP American Express Co. 0.03% 1,207 $358K Reduce -5.2%
GMAY FT Vest U.S. Equity Moderate 0.03% 9,181 $339K Reduce -10.0%
MO Altria Group Inc. 0.03% 6,430 $338K Reduce -0.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 1,227 $331K Add +8.0%
IWL iShares Russell Top 200 ETF 0.03% 2,255 $326K Reduce -1.0%
VIG Vanguard Dividend Apprec ETF 0.03% 1,564 $306K Reduce -6.0%
AIVL Wisdomtree US AI Enhanced Va 0.03% 2,840 $303K No change
CAT Caterpillar Inc. 0.03% 826 $300K Add +1.9%
DHR Danaher Corp. 0.03% 1,290 $296K Add +60.5%
VCR Vanguard Consumer Discre ETF 0.03% 786 $295K No change
SPGI S&P Global Inc. 0.03% 591 $294K Add +2.6%
RTX RTX Corp. 0.03% 2,533 $293K Add +23.1%
TQQQ Proshares Ultrapro QQQ 0.03% 3,637 $288K Reduce -35.1%
XLG Invesco S&P 500 Top 50 ETF 0.03% 5,732 $286K No change
MS Morgan Stanley 0.02% 2,226 $280K No change
GSEW Goldman Sachs Eql WGHT Large 0.02% 3,605 $278K Reduce -39.0%
GE General Electric filed as GE AEROSPACE 0.02% 1,661 $277K Add +0.4%
DJAN FT Vest U.S. Equity Deep Buf 0.02% 6,734 $263K Reduce -52.6%
FDS Factset Research Systems Inc. 0.02% 544 $261K Add +2.5%
AEP American Electric Power 0.02% 2,827 $261K Add +8.2%
KEY Keycorp 0.02% 15,029 $258K Reduce -6.5%
FAST Fastenal Co. 0.02% 3,578 $257K Add +3.5%
IMCB iShares Morningstar Mid-Cap 0.02% 3,360 $256K No change
URI United Rentals Inc. 0.02% 354 $249K New
VWO Vanguard Ftse Emerging Marke 0.02% 5,468 $241K No change
SCHK Schwab 1000 Index ETF 0.02% 8,378 $237K No change
ORCL Oracle Corp. 0.02% 1,422 $237K Reduce -0.6%
SMMU PIMCO SHRT TRM Muni BND ETF 0.02% 4,720 $236K No change
ONEQ Fidelity Nasdaq Comp Indx 0.02% 3,081 $234K No change
LGLV SPDR US LC Low Vol Idx 0.02% 1,400 $231K No change
T AT&T Inc. 0.02% 10,070 $229K Reduce -3.8%
CCL Carnival Corp. 0.02% 9,201 $229K New
SPXL Direxion Daily S&P 500 Bull 0.02% 1,344 $227K New
LRGF iShares US Equity Factor ETF 0.02% 3,745 $226K Reduce -2.6%
AXON Axon Enterprise Inc. 0.02% 374 $222K New
TMO Thermo Fisher Scientific Inc. 0.02% 425 $221K New
SCHG Schwab US Large-Cap Growth 0.02% 7,866 $219K No change
BX Blackstone Inc. 0.02% 1,271 $219K New
IHF iShares U.S. Healthcare Prov 0.02% 4,497 $216K Reduce -0.1%
DE Deere & Co. 0.02% 507 $215K Reduce -1.7%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.02% 624 $214K New
XT Ishar Fture Exp Tech ETF-Usd 0.02% 3,588 $214K No change
TPL Texas Pacific Land Corp. 0.02% 193 $213K New
BBAG JPMorgan Betabuilders US Agg 0.02% 4,721 $213K New
SHW The Sherwin-Williams Co. 0.02% 622 $211K Add +0.2%
SRE Sempra 0.02% 2,394 $211K Reduce -0.3%
IMCV iShares Morningstar Mid-Cap 0.02% 2,808 $209K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 1,860 $207K New
MCHP Microchip Technology Inc. 0.02% 3,604 $207K Reduce -6.3%
FMNY First Trust NY Muni High Inc. 0.02% 7,565 $202K Reduce -2.6%
ANET Arista Networks Inc. 0.02% 1,820 $201K New
BBDC Barings BDC Inc. 0.01% 10,276 $98K No change
PLUG Plug Power Inc. 0.00% 19,808 $42K No change

Portfolio Sells Q3 2024 → Q4 2024
RSPT Invesco S&P 500 Equal Weight Reduce -50.7% 1.81% −1.97
XLV SS Health Care Select Sector Reduce -34.9% 1.65% −1.25
GMAR FT Vest US Equity Moderate B Reduce -71.3% 0.44% −1.10
ULST SS Ultra Short TM Bond ETF Reduce -63.1% 0.60% −1.08
DGRW Wisdomtree U.S. Quality Divi Reduce -6.8% 6.24% −0.80
SCHO Schwab Short-Term US Treas Reduce -41.3% 0.48% −0.37
XJUN FT Vest U.S. Equity Enhance Sold out 0.00% −0.19
GJUL FT Vest US Equity Moderate B Sold out 0.00% −0.11
FMAY FT Vest US Equity Buffer ETF Sold out 0.00% −0.11
XJUL FT Vest US Equity Enhance & Sold out 0.00% −0.09
FJUL FT Vest US Equity Buffer ETF Sold out 0.00% −0.09
BND Vanguard Total Bond Market Reduce -4.0% 0.66% −0.07
GAPR FT Vest US Equity Moderate B Sold out 0.00% −0.07
XMAR FT Vest US Equity Enhance & Sold out 0.00% −0.07
FNOV FT Vest US Equity Buffer ETF Sold out 0.00% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.8% 1.30% −0.05
FFEB FT Vest US Equity Buffer ETF Sold out 0.00% −0.05
QQEW First TR Nasdaq-100 Sel Eq Sold out 0.00% −0.05
XJAN FT Vest Enh Mod Buff - Jan Sold out 0.00% −0.05
GAUG FT Vest US Equity Moderate B Sold out 0.00% −0.05
VUSB Vanguard Ultra Short Bond Et Reduce -19.0% 0.16% −0.04
SCHA Schwab US Small-Cap ETF Reduce -2.5% 0.75% −0.03
MU Micron Technology Inc. Reduce -17.3% 0.05% −0.03
DJAN FT Vest U.S. Equity Deep Buf Reduce -52.6% 0.02% −0.03
RSP Invesco S&P 500 Equal Weight Reduce -3.9% 0.27% −0.02
NUE Nucor Corp. Reduce -0.3% 0.06% −0.02
FAUG FT Vest U.S. Equity Buffer E Sold out 0.00% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -2.4% 0.79% −0.02
GJAN FT Vest US Equity Moderate B Sold out 0.00% −0.02
KO The Coca-Cola Co. Sold out 0.00% −0.02
NOBL Proshares S&P 500 Dividend A Sold out 0.00% −0.02
ELV Elevance Health Inc. Sold out 0.00% −0.02
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.02
UNH Unitedhealth Group Inc. Reduce -9.0% 0.06% −0.02
IVV iShares Core S&P 500 ETF Reduce -19.5% 0.07% −0.02
AMD Advanced Micro Devices Reduce -0.0% 0.04% −0.02
GSEW Goldman Sachs Eql WGHT Large Reduce -39.0% 0.02% −0.02
LLY Eli Lilly & Co. Reduce -3.0% 0.07% −0.02
TOTL SS Doubleline TR Tact ETF Reduce -3.1% 0.14% −0.02
IWM iShares Russell 2000 ETF Reduce -2.5% 0.26% −0.01
TQQQ Proshares Ultrapro QQQ Reduce -35.1% 0.03% −0.01
MCHP Microchip Technology Inc. Reduce -6.3% 0.02% −0.01
VZ Verizon Communications Inc. Reduce -0.8% 0.05% −0.01
XOM Exxon Mobil Corp. Reduce -3.3% 0.04% −0.01
DJUL FT Vest US Equity Deep Buffe Reduce -14.4% 0.03% −0.01
VFH Vanguard Financials ETF Reduce -16.7% 0.03% −0.00
IHF iShares U.S. Healthcare Prov Reduce -0.1% 0.02% −0.00
IJR iShares Core S&P Small-Cap E Reduce -1.8% 0.06% −0.00
GMAY FT Vest U.S. Equity Moderate Reduce -10.0% 0.03% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -6.0% 0.03% −0.00

Portfolio Buys Q3 2024 → Q4 2024
FDEC FT Vest U.S. Equity Buffer E New 1.31% +1.31
AGG iShares Core U.S. Aggregate Add +45.3% 4.47% +1.18
XDEC FT Vest US Equity Enhance & Add +77.1% 2.32% +1.00
SCHD Schwab US DVD Equity ETF Add +19.8% 7.00% +0.83
SCHB Schwab US Broad Market ETF Add +4.5% 16.20% +0.71
VCSH Vanguard S/T Corp. Bond ETF Add +38.9% 2.26% +0.56
AAPL Apple Inc. Add +3.4% 6.34% +0.50
DUHP Dimensional US High Profi Et Add +11.6% 6.03% +0.46
SCHI Schwab 5-10 Year Corporate B Add +30.6% 2.08% +0.38
SCHR Schwab Intermediate-Term US Add +19.5% 2.55% +0.28
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +8.3% 2.58% +0.15
TSLA Tesla Inc. Add +3.0% 0.11% +0.04
COST Costco Wholesale Corp. New 0.03% +0.03
JEPI JPMorgan Equity Premium Inco Add +7.2% 2.23% +0.03
GOOGL Alphabet Inc. Class A Add +12.2% 0.15% +0.03
GOOG Alphabet Inc. Class C Add +8.2% 0.18% +0.03
URI United Rentals Inc. New 0.02% +0.02
CCL Carnival Corp. New 0.02% +0.02
SPXL Direxion Daily S&P 500 Bull New 0.02% +0.02
AXON Axon Enterprise Inc. New 0.02% +0.02
TMO Thermo Fisher Scientific Inc. New 0.02% +0.02
BX Blackstone Inc. New 0.02% +0.02
JPM JPMorgan Chase & Co. Add +0.7% 0.18% +0.02
TPL Texas Pacific Land Corp. New 0.02% +0.02
MGK Vngrd Mrgstr MG CP GR ETF-Ui New 0.02% +0.02
BBAG JPMorgan Betabuilders US Agg New 0.02% +0.02
DIS The Walt Disney Co. New 0.02% +0.02
ANET Arista Networks Inc. New 0.02% +0.02
V Visa Inc. Class A Add +17.8% 0.05% +0.01
HD Home Depot Inc. Add +27.5% 0.07% +0.01
MDY State Street SPDR S&P Midcap Add +28.6% 0.04% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +4.1% 0.10% +0.01
DHR Danaher Corp. Add +60.5% 0.03% +0.01
META Meta Platforms Inc. Class A Add +9.2% 0.06% +0.01
WMT Walmart Inc. Add +1.9% 0.04% +0.00
PAYX Paychex Inc. Add +7.6% 0.05% +0.00
CSCO Cisco Systems Inc. Add +4.0% 0.03% +0.00
RTX RTX Corp. Add +23.1% 0.03% +0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +8.0% 0.03% +0.00
PANW Palo Alto Networks Inc. Add +0.2% 0.04% +0.00
FDS Factset Research Systems Inc. Add +2.5% 0.02% +0.00
FAST Fastenal Co. Add +3.5% 0.02% +0.00
MSFT Microsoft Corp. Add +4.5% 0.46% +0.00
VOO Vanguard S&P 500 ETF Add +0.6% 0.07% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +1.4% 0.04% +0.00
IWR iShares Russell Mid-Cap ETF Add +1.7% 0.03% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +4.7% 0.06% −0.00
NEE Nextera Energy Inc. Add +18.9% 0.04% −0.00
PM Philip Morris International Add +1.8% 0.07% −0.00
SPGI S&P Global Inc. Add +2.6% 0.03% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 191$1.5BQQQM, VOO, QQQ, DGRW, AAPL
Q1 2026 173$1.4BQQQM, VOO, QQQ, DUHP, DGRW
Q4 2025 163$1.3BVOO, QQQM, QQQ, DUHP, DGRW
Q3 2025 152$1.3BQQQ, SCHB, SCHD, DUHP, DGRW
Q2 2025 142$1.2BQQQ, SCHB, SCHD, DUHP, DGRW
Q1 2025 138$1.1BQQQ, SCHB, SCHD, DGRW, DUHP
Q4 2024 148$1.1BQQQ, SCHB, SCHD, AAPL, DGRW
Q3 2024 153$1.1BQQQ, SCHB, DGRW, SCHD, AAPL
Q2 2024 148$1.1BQQQ, SCHB, DGRW, AAPL, SCHD
Q1 2024 149$1.0BQQQ, SCHB, SCHD, DUHP, AAPL