Bouchey Financial Group, Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Bouchey Financial Group, Ltd. reported 138 stock positions worth $1.1 billion. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 16.0% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 16.0%) and Schwab US DVD Equity ETF (SCHD, 7.5%). Compared with Q4 2024, it opened 5 new positions, sold out of 15, added to 54 and reduced 52. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +2%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, NY
- CIK
- 0001599054
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0001951757-25-000531 ↗ filed May 9, 2025
Holdings Value
Holdings 138 stocks · $1.1B
| QQQ Invesco QQQ Trust Series 1 | 16.02% | 378,612 | $177.6M | Reduce -0.2% |
| SCHB Schwab US Broad Market ETF | 16.00% | 8,238,465 | $177.4M | Add +0.9% |
| SCHD Schwab US DVD Equity ETF | 7.55% | 2,993,100 | $83.7M | Add +2.1% |
| DGRW Wisdomtree U.S. Quality Divi | 6.23% | 864,796 | $69.1M | Reduce -1.9% |
| DUHP Dimensional US High Profi Et | 6.22% | 2,081,416 | $69.0M | Add +1.8% |
| AAPL Apple Inc. | 5.82% | 290,399 | $64.5M | Add +0.2% |
| AGG iShares Core U.S. Aggregate | 4.86% | 545,128 | $53.9M | Add +3.3% |
| SCHR Schwab Intermediate-Term US | 2.88% | 1,283,506 | $31.9M | Add +6.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.62% | 112,164 | $29.0M | Add +0.4% |
| XDEC FT Vest US Equity Enhance & | 2.41% | 725,828 | $26.7M | Add +2.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.40% | 336,922 | $26.6M | Add +1.7% |
| JEPI JPMorgan Equity Premium Inco | 2.33% | 452,811 | $25.9M | Add +2.5% |
| SCHI Schwab 5-10 Year Corporate B | 2.29% | 1,132,577 | $25.4M | Add +4.8% |
| DFAS Dimensional US Small Cap ETF | 2.11% | 390,772 | $23.3M | Add +3.3% |
| AMZN Amazon.com Inc. | 2.01% | 116,897 | $22.2M | Add +0.4% |
| XLV SS Health Care Select Sector | 1.85% | 140,556 | $20.5M | Add +2.5% |
| RSPT Invesco S&P 500 Equal Weight | 1.59% | 514,736 | $17.6M | Reduce -6.8% |
| FDEC FT Vest U.S. Equity Buffer E | 1.35% | 343,670 | $14.9M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.22% | 24,165 | $13.5M | Reduce -4.4% |
| VGT Vanguard Info Tech ETF | 0.77% | 15,831 | $8.6M | Reduce -7.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 30,414 | $8.4M | Reduce -2.9% |
| BND Vanguard Total Bond Market | 0.69% | 104,644 | $7.7M | Reduce -0.2% |
| ULST SS Ultra Short TM Bond ETF | 0.65% | 178,188 | $7.2M | Add +4.9% |
| SCHA Schwab US Small-Cap ETF | 0.62% | 295,594 | $6.9M | Reduce -10.9% |
| SCHO Schwab Short-Term US Treas | 0.54% | 247,020 | $6.0M | Add +7.8% |
| MSFT Microsoft Corp. | 0.45% | 13,271 | $5.0M | Add +7.3% |
| XLK SS Technology Select Sector | 0.45% | 24,092 | $5.0M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 8,770 | $4.7M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.41% | 8,790 | $4.5M | Add +507.9% |
| GMAR FT Vest US Equity Moderate B | 0.41% | 121,227 | $4.5M | Reduce -10.6% |
| RSP Invesco S&P 500 Equal Weight | 0.27% | 16,997 | $2.9M | Reduce -1.8% |
| NVDA Nvidia Corp. | 0.25% | 25,783 | $2.8M | Add +42.9% |
| IWM iShares Russell 2000 ETF | 0.23% | 12,630 | $2.5M | Reduce -5.5% |
| VYM Vanguard High DVD Yield ETF | 0.20% | 17,615 | $2.3M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.19% | 8,522 | $2.1M | Add +1.2% |
| UNP Union Pacific Corp. | 0.16% | 7,477 | $1.8M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 77,816 | $1.7M | Add +1.4% |
| TOTL SS Doubleline TR Tact ETF | 0.15% | 41,199 | $1.7M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 0.15% | 10,617 | $1.7M | Reduce -1.2% |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 12,000 | $1.6M | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.13% | 28,276 | $1.4M | Reduce -22.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 28,284 | $1.4M | No change |
| GOOGL Alphabet Inc. Class A | 0.12% | 8,859 | $1.4M | Reduce -3.8% |
| JNJ Johnson & Johnson | 0.11% | 7,569 | $1.3M | Add +5.6% |
| PM Philip Morris International | 0.11% | 7,396 | $1.2M | Add +19.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 27,956 | $1.2M | Reduce -0.6% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 38,415 | $1.0M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 2,615 | $970K | Reduce -1.6% |
| VNQ Vanguard Real Estate ETF | 0.09% | 10,436 | $945K | Add +0.0% |
| LLY Eli Lilly & Co. | 0.08% | 1,091 | $901K | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.07% | 3,933 | $824K | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,398 | $786K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,123 | $776K | Reduce -3.3% |
| ET Energy Transfer LP | 0.07% | 41,402 | $770K | No change |
| TSLA Tesla Inc. | 0.07% | 2,920 | $757K | Reduce -4.5% |
| NUE Nucor Corp. | 0.07% | 6,108 | $738K | Add +0.2% |
| MCD McDonald's Corp. | 0.07% | 2,345 | $733K | Reduce -0.6% |
| HD Home Depot Inc. | 0.07% | 1,984 | $727K | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 4,046 | $699K | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.06% | 1,189 | $685K | Reduce -1.1% |
| TSLX Sixth Street Specialty Lendi | 0.06% | 30,252 | $677K | No change |
| V Visa Inc. Class A | 0.06% | 1,930 | $676K | Add +2.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 7,157 | $670K | No change |
| PG The Procter & Gamble Co. | 0.06% | 3,600 | $614K | Reduce -4.8% |
| VXF Vanguard Extended Market ETF | 0.06% | 3,561 | $613K | No change |
| MU Micron Technology Inc. | 0.05% | 6,973 | $607K | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 5,779 | $604K | Reduce -9.7% |
| UNH Unitedhealth Group Inc. | 0.05% | 1,144 | $599K | Reduce -14.8% |
| PAYX Paychex Inc. | 0.05% | 3,866 | $596K | Add +3.4% |
| VZ Verizon Communications Inc. | 0.05% | 12,194 | $553K | Reduce -7.3% |
| AMGN Amgen Inc. | 0.05% | 1,765 | $550K | Add +1.1% |
| HACK Amplify Cybersecurity ETF | 0.05% | 7,605 | $546K | Reduce -8.4% |
| WFC Wells Fargo & Co. | 0.05% | 7,458 | $535K | Add +10.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 8,263 | $501K | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.05% | 1,122 | $501K | Add +1.4% |
| EPS Wisdomtree US Large Cap Fund | 0.04% | 7,815 | $463K | No change |
| IGM iShares Expanded Tech Sector | 0.04% | 5,070 | $460K | No change |
| WMT Walmart Inc. | 0.04% | 5,216 | $459K | Add +2.1% |
| CSCO Cisco Systems Inc. | 0.04% | 7,112 | $439K | Add +6.8% |
| NEE Nextera Energy Inc. | 0.04% | 6,037 | $428K | Reduce -3.5% |
| PANW Palo Alto Networks Inc. | 0.04% | 2,477 | $423K | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 0.04% | 3,528 | $420K | Reduce -9.7% |
| HON Honeywell International Inc. | 0.04% | 1,958 | $415K | Add +0.4% |
| COST Costco Wholesale Corp. | 0.04% | 436 | $413K | Add +0.5% |
| ILCG iShares Morningstar Growth E | 0.04% | 5,060 | $410K | No change |
| MO Altria Group Inc. | 0.04% | 6,762 | $408K | Add +5.2% |
| AMD Advanced Micro Devices | 0.04% | 3,813 | $392K | Reduce -6.7% |
| XLF SS Financial Select Sector | 0.03% | 7,773 | $387K | Add +1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 4,219 | $359K | Reduce -1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 1,617 | $359K | Reduce -5.3% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 1,760 | $352K | Add +6.0% |
| PEP Pepsico Inc. | 0.03% | 2,328 | $349K | Reduce -19.7% |
| RTX RTX Corp. | 0.03% | 2,578 | $342K | Add +1.8% |
| AVGO Broadcom Inc. | 0.03% | 2,008 | $336K | Reduce -3.4% |
| DJUL FT Vest US Equity Deep Buffe | 0.03% | 8,080 | $330K | Reduce -5.6% |
| AXP American Express Co. | 0.03% | 1,213 | $326K | Add +0.5% |
| VFH Vanguard Financials ETF | 0.03% | 2,721 | $325K | Reduce -10.4% |
| GMAY FT Vest U.S. Equity Moderate | 0.03% | 8,819 | $320K | Reduce -3.9% |
| SPGI S&P Global Inc. | 0.03% | 615 | $312K | Add +4.1% |
| AIVL Wisdomtree US AI Enhanced Va | 0.03% | 2,840 | $312K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 16.02% | −0.94 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -6.8% | 1.59% | −0.22 |
| VGT Vanguard Info Tech ETF | Reduce -7.7% | 0.77% | −0.16 |
| SCHA Schwab US Small-Cap ETF | Reduce -10.9% | 0.62% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.4% | 1.22% | −0.08 |
| XLK SS Technology Select Sector | Reduce -2.3% | 0.45% | −0.05 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.04 |
| TSLA Tesla Inc. | Reduce -4.5% | 0.07% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.9% | 0.75% | −0.04 |
| GMAR FT Vest US Equity Moderate B | Reduce -10.6% | 0.41% | −0.04 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -22.7% | 0.13% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -5.5% | 0.23% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.2% | 0.15% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 0.12% | −0.03 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.03 |
| IMCB iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.02 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.02 |
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −0.02 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.02 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.02 |
| SRE Sempra | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.02 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.02 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.02 |
| FMNY First Trust NY Muni High Inc. | Sold out | 0.00% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -36.1% | 0.03% | −0.02 |
| AVGO Broadcom Inc. | Reduce -3.4% | 0.03% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.7% | 0.05% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.9% | 6.23% | −0.01 |
| AMD Advanced Micro Devices | Reduce -6.7% | 0.04% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.6% | 0.09% | −0.01 |
| PEP Pepsico Inc. | Reduce -19.7% | 0.03% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -14.8% | 0.05% | −0.01 |
| HACK Amplify Cybersecurity ETF | Reduce -8.4% | 0.05% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.3% | 0.03% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.6% | 0.11% | −0.00 |
| DHR Danaher Corp. | Reduce -3.3% | 0.02% | −0.00 |
| PANW Palo Alto Networks Inc. | Reduce -3.6% | 0.04% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -7.4% | 0.03% | −0.00 |
| CAT Caterpillar Inc. | Reduce -3.5% | 0.02% | −0.00 |
| KEY Keycorp | Reduce -7.2% | 0.02% | −0.00 |
| VFH Vanguard Financials ETF | Reduce -10.4% | 0.03% | −0.00 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -5.6% | 0.03% | −0.00 |
| MS Morgan Stanley | Reduce -2.6% | 0.02% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.9% | 0.03% | −0.00 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -3.9% | 0.03% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -3.5% | 0.04% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHD Schwab US DVD Equity ETF | Add +2.1% | 7.55% | +0.55 |
| AGG iShares Core U.S. Aggregate | Add +3.3% | 4.86% | +0.39 |
| VOO Vanguard S&P 500 ETF | Add +507.9% | 0.41% | +0.34 |
| SCHR Schwab Intermediate-Term US | Add +6.8% | 2.88% | +0.33 |
| SCHI Schwab 5-10 Year Corporate B | Add +4.8% | 2.29% | +0.21 |
| XLV SS Health Care Select Sector | Add +2.5% | 1.85% | +0.20 |
| DUHP Dimensional US High Profi Et | Add +1.8% | 6.22% | +0.19 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.7% | 2.40% | +0.14 |
| JEPI JPMorgan Equity Premium Inco | Add +2.5% | 2.33% | +0.11 |
| XDEC FT Vest US Equity Enhance & | Add +2.1% | 2.41% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.42% | +0.07 |
| SCHO Schwab Short-Term US Treas | Add +7.8% | 0.54% | +0.06 |
| ULST SS Ultra Short TM Bond ETF | Add +4.9% | 0.65% | +0.05 |
| PM Philip Morris International | Add +19.6% | 0.11% | +0.04 |
| NVDA Nvidia Corp. | Add +42.9% | 0.25% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 2.62% | +0.04 |
| FDEC FT Vest U.S. Equity Buffer E | Add +2.2% | 1.35% | +0.04 |
| JNJ Johnson & Johnson | Add +5.6% | 0.11% | +0.02 |
| GNOV FT Vest US Equity Moderate B | New | 0.02% | +0.02 |
| CVX Chevron Corp. | New | 0.02% | +0.02 |
| ADP Automatic Data Processing | New | 0.02% | +0.02 |
| GJAN FT Vest US Equity Moderate B | New | 0.02% | +0.02 |
| ABT Abbott Laboratories | New | 0.02% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 0.19% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +1.4% | 0.20% | +0.01 |
| AMGN Amgen Inc. | Add +1.1% | 0.05% | +0.01 |
| V Visa Inc. Class A | Add +2.1% | 0.06% | +0.01 |
| PAYX Paychex Inc. | Add +3.4% | 0.05% | +0.01 |
| GE General Electric | Add +6.0% | 0.03% | +0.01 |
| MO Altria Group Inc. | Add +5.2% | 0.04% | +0.01 |
| WFC Wells Fargo & Co. | Add +10.6% | 0.05% | +0.01 |
| RTX RTX Corp. | Add +1.8% | 0.03% | +0.01 |
| CSCO Cisco Systems Inc. | Add +6.8% | 0.04% | +0.01 |
| TPL Texas Pacific Land Corp. | Add +0.5% | 0.02% | +0.00 |
| MU Micron Technology Inc. | Add +1.4% | 0.05% | +0.00 |
| NUE Nucor Corp. | Add +0.2% | 0.07% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.0% | 0.09% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.4% | 0.05% | +0.00 |
| DE Deere & Co. | Add +2.2% | 0.02% | +0.00 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.04% | +0.00 |
| SPGI S&P Global Inc. | Add +4.1% | 0.03% | +0.00 |
| XLF SS Financial Select Sector | Add +1.2% | 0.03% | +0.00 |
| URI United Rentals Inc. | Add +19.2% | 0.02% | +0.00 |
| SHW The Sherwin-Williams Co. | Add +1.1% | 0.02% | +0.00 |
| WMT Walmart Inc. | Add +2.1% | 0.04% | +0.00 |
| ORCL Oracle Corp. | Add +14.3% | 0.02% | −0.00 |
| FDS Factset Research Systems Inc. | Add +0.6% | 0.02% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Add +1.4% | 0.15% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.6% | 0.07% | −0.00 |
| HON Honeywell International Inc. | Add +0.4% | 0.04% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 191 | $1.5B | QQQM, VOO, QQQ, DGRW, AAPL |
| Q1 2026 | 173 | $1.4B | QQQM, VOO, QQQ, DUHP, DGRW |
| Q4 2025 | 163 | $1.3B | VOO, QQQM, QQQ, DUHP, DGRW |
| Q3 2025 | 152 | $1.3B | QQQ, SCHB, SCHD, DUHP, DGRW |
| Q2 2025 | 142 | $1.2B | QQQ, SCHB, SCHD, DUHP, DGRW |
| Q1 2025 | 138 | $1.1B | QQQ, SCHB, SCHD, DGRW, DUHP |
| Q4 2024 | 148 | $1.1B | QQQ, SCHB, SCHD, AAPL, DGRW |
| Q3 2024 | 153 | $1.1B | QQQ, SCHB, DGRW, SCHD, AAPL |
| Q2 2024 | 148 | $1.1B | QQQ, SCHB, DGRW, AAPL, SCHD |
| Q1 2024 | 149 | $1.0B | QQQ, SCHB, SCHD, DUHP, AAPL |