Bouchey Financial Group Ltd Holdings & Portfolio - 13F Filings Analysis - Stocknear

Bouchey Financial Group Ltd

CIK Number: 0001599054

1.2B
Market Value
137
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 9, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 QQQ Invesco QQQ Tru...
584.09
+0.58% 378.61K -0.23% 177.6M 203.88 16.02% Share
2 SCHB Schwab U.S. Bro...
25.43
+0.93% 8.24M +0.89% 177.37M 13.32 16.00% Share
3 SCHD Schwab U.S. Div...
27.73
+0.82% 2.99M +2.06% 83.69M 25.62 7.55% Share
4 DGRW WisdomTree U.S....
88.91
+0.99% 864.8K -1.95% 69.06M 61.02 6.23% Share
5 DUHP Dimensional US ...
37.45
+0.81% 2.08M +1.84% 68.98M 27.94 6.22% Share
6 AAPL Apple Inc.
230.03
+1.43% 290.4K +0.23% 64.51M 120.99 5.82% Share
7 AGG iShares Core U....
100.63
+0.19% 545.13K +3.25% 53.92M 97.29 4.86% Share
8 SCHR Schwab Intermed...
25.25
+0.06% 1.28M +6.78% 31.91M 24.75 2.88% Share
9 VO Vanguard Mid Ca...
293.64
+1.36% 112.16K +0.40% 29.01M 237.05 2.62% Share
10 XDEC FT Cboe Vest U....
39.92
+0.26% 725.83K +2.10% 26.71M 33.39 2.41% Share
11 VCSH Vanguard Short-...
79.95
+0.08% 336.92K +1.71% 26.6M 77.69 2.40% Share
12 JEPI JPMorgan Equity...
57.24
+0.60% 452.81K +2.45% 25.87M 55.96 2.33% Share
13 SCHI Schwab 5-10 Yea...
23.18
+0.26% 1.13M +4.85% 25.44M 22.39 2.29% Share
14 DFAS Dimensional U.S...
69.41
+1.79% 390.77K +3.33% 23.35M 56.42 2.11% Share
15 AMZN Amazon.com, Inc...
229.95
-0.16% 116.9K +0.43% 22.24M 155.38 2.01% Share
16 XLV Health Care Sel...
139.68
+1.71% 140.56K +2.49% 20.52M 127.28 1.85% Share
17 RSPT Invesco S&P 500...
43.03
+1.03% 514.74K -6.8% 17.6M 44.49 1.59% Share
18 FDEC FT Cboe Vest U....
48.83
+0.48% 343.67K +2.22% 14.92M 44.55 1.35% Share
19 SPY SPDR S&P 500 ET...
657.61
+0.83% 24.16K -4.44% 13.52M 233.79 1.22% Share
20 VGT Vanguard Inform...
718.69
+0.53% 15.83K -7.67% 8.59M 326.31 0.77% Share
21 VTI Vanguard Total ...
324.77
+0.92% 30.41K -2.93% 8.36M 160.71 0.75% Share
22 BND Vanguard Total ...
74.66
+0.21% 104.64K -0.2% 7.69M 73.55 0.69% Share
23 ULST SPDR SSgA Ultra...
40.63
+0.01% 178.19K +4.86% 7.24M 40.25 0.65% Share
24 SCHA Schwab U.S. Sma...
27.95
+1.80% 295.59K -10.89% 6.93M 16.95 0.62% Share
25 SCHO Schwab Short-Te...
24.39
+0.02% 247.02K +7.83% 6.01M 24.16 0.54% Share
26 MSFT Microsoft Corpo...
501.01
+0.13% 13.27K +7.26% 4.98M 180.53 0.45% Share
27 XLK Technology Sele...
270.91
+0.28% 24.09K -2.27% 4.97M 123.24 0.45% Share
28 BRK-B Berkshire Hatha...
496.91
+1.39% 8.77K +0.22% 4.67M 208.85 0.42% Share
29 VOO Vanguard S&P 50...
604.58
+0.82% 8.79K +507.88% 4.52M 496.56 0.41% Share
30 GMAR FT Vest U.S. Eq...
39.95
+0.20% 121.23K -10.6% 4.51M 35.53 0.41% Share
31 RSP Invesco S&P 500...
190.32
+1.49% 17K -1.78% 2.94M 85.24 0.27% Share
32 NVDA NVIDIA Corporat...
177.06
-0.15% 25.78K +42.87% 2.79M 49.14 0.25% Share
33 IWM iShares Russell...
240.78
+1.84% 12.63K -5.46% 2.52M 127 0.23% Share
34 VYM Vanguard High D...
142.04
+0.90% 17.61K +1.43% 2.27M 93.72 0.20% Share
35 JPM JPMorgan Chase ...
305.50
+1.65% 8.52K +1.19% 2.09M 129.97 0.19% Share
36 UNP Union Pacific C...
216.04
+0.40% 7.48K -0.12% 1.77M 104.73 0.16% Share
37 SCHX Schwab U.S. Lar...
26.06
+0.81% 77.82K +1.43% 1.72M 10.5 0.15% Share
38 TOTL SPDR DoubleLine...
40.70
+0.18% 41.2K -0.83% 1.66M 40.28 0.15% Share
39 GOOG Alphabet Inc.
240.78
+0.51% 10.62K -1.24% 1.66M 73.53 0.15% Share
40 SDY SPDR S&P Divide...
141.50
+1.38% 12K 0.00% 1.63M 86.84 0.15% Share
41 VUSB Vanguard Ultra-...
49.87
-0.01% 28.28K -22.69% 1.41M 48.95 0.13% Share
42 VTEB Vanguard Tax-Ex...
50.02
+0.39% 28.28K 0.00% 1.4M 52.12 0.13% Share
43 GOOGL Alphabet Inc.
240.37
+0.50% 8.86K -3.8% 1.37M 79.84 0.12% Share
44 JNJ Johnson & Johns...
178.50
+1.54% 7.57K +5.64% 1.26M 137.02 0.11% Share
45 PM Philip Morris I...
167.91
+1.57% 7.4K +19.64% 1.18M 99.45 0.11% Share
46 BAC Bank of America...
50.73
+1.19% 27.96K -0.64% 1.17M 17.49 0.11% Share
47 SCHM Schwab U.S. Mid...
30.14
+1.58% 38.41K 0.00% 1.01M 23.21 0.09% Share
48 VUG Vanguard Growth...
469.69
+0.53% 2.62K -1.58% 969.7K 197.89 0.09% Share
49 VNQ Vanguard Real E...
93.26
+1.85% 10.44K +0.02% 944.88K 89.22 0.09% Share
50 LLY Eli Lilly and C...
755.95
+0.18% 1.09K -1.45% 900.95K 545.52 0.08% Share
51 ABBV AbbVie Inc.
220.19
+4.04% 3.93K -1.75% 824.04K 123.23 0.07% Share
52 IVV iShares Core S&...
660.91
+0.83% 1.4K +0.58% 785.61K 404.34 0.07% Share
53 IBM International B...
256.95
+0.03% 3.12K -3.25% 776.47K 138.7 0.07% Share
54 ET Energy Transfer...
17.48
+0.37% 41.4K 0.00% 769.66K 12.51 0.07% Share
55 TSLA Tesla, Inc.
368.81
+6.04% 2.92K -4.48% 756.75K 226.61 0.07% Share
56 NUE Nucor Corporati...
143.72
+1.30% 6.11K +0.20% 738.38K 84.56 0.07% Share
57 MCD McDonald's Corp...
308.37
+0.79% 2.35K -0.55% 732.51K 246.27 0.07% Share
58 HD The Home Depot,...
423.33
+2.44% 1.98K +0.30% 727.14K 345.72 0.07% Share
59 VTV Vanguard Value ...
186.08
+1.23% 4.05K -3.64% 698.91K 127.55 0.06% Share
60 META Meta Platforms,...
750.90
-0.14% 1.19K -1.08% 685.31K 358.88 0.06% Share
61 TSLX Sixth Street Sp...
24.66
+1.11% 30.25K 0.00% 677.04K 18.15 0.06% Share
62 V Visa Inc.
343.48
+1.59% 1.93K +2.06% 676.3K 236.9 0.06% Share
63 USMV iShares MSCI US...
94.90
+1.24% 7.16K 0.00% 670.33K 59.57 0.06% Share
64 PG The Procter & G...
158.63
+0.81% 3.6K -4.79% 613.57K 105.68 0.06% Share
65 VXF Vanguard Extend...
210.82
+1.53% 3.56K 0.00% 613.42K 143.33 0.06% Share
66 MU Micron Technolo...
150.57
+7.55% 6.97K +1.41% 606.56K 103.48 0.05% Share
67 IJR iShares Core S&...
120.07
+2.08% 5.78K -9.69% 604.31K 101.99 0.05% Share
68 UNH UnitedHealth Gr...
353.64
+1.98% 1.14K -14.75% 599.17K 500.6 0.05% Share
69 PAYX Paychex, Inc.
135.46
+1.80% 3.87K +3.42% 596.45K 115.43 0.05% Share
70 VZ Verizon Communi...
44.15
+1.51% 12.19K -7.35% 553.13K 48.01 0.05% Share
71 AMGN Amgen Inc.
282.73
+1.52% 1.76K +1.15% 549.98K 271.04 0.05% Share
72 HACK Amplify Cyberse...
86.70
+0.87% 7.61K -8.37% 546.05K 64.23 0.05% Share
73 WFC Wells Fargo & C...
81.22
+1.15% 7.46K +10.62% 535.42K 42.57 0.05% Share
74 VEU Vanguard FTSE A...
71.28
+1.12% 8.26K +0.43% 501.24K 53.84 0.05% Share
75 LMT Lockheed Martin...
470.72
+1.48% 1.12K +1.45% 501.11K 433.57 0.05% Share
76 EPS WisdomTree U.S....
68.38
+0.91% 7.82K 0.00% 463.27K 45.75 0.04% Share
77 IGM iShares Expande...
122.41
+0.24% 5.07K 0.00% 459.7K 46.07 0.04% Share
78 WMT Walmart Inc.
102.63
+2.21% 5.22K +2.15% 458.65K 55.91 0.04% Share
79 CSCO Cisco Systems, ...
67.69
-0.65% 7.11K +6.79% 438.87K 53.99 0.04% Share
80 NEE NextEra Energy,...
71.40
+0.51% 6.04K -3.55% 427.96K 89.47 0.04% Share
81 PANW Palo Alto Netwo...
198.28
+0.48% 2.48K -3.62% 422.68K 137.15 0.04% Share
82 XOM Exxon Mobil Cor...
112.14
-0.32% 3.53K -9.68% 419.54K 111.66 0.04% Share
83 HON Honeywell Inter...
215.31
+1.71% 1.96K +0.36% 414.61K 214.85 0.04% Share
84 COST Costco Wholesal...
964.32
+0.84% 436 +0.46% 412.73K 916.4 0.04% Share
85 ILCG iShares Morning...
102.61
+0.51% 5.06K 0.00% 409.81K 59.65 0.04% Share
86 MO Altria Group, I...
66.36
+0.20% 6.76K +5.16% 407.71K 52.26 0.04% Share
87 AMD Advanced Micro ...
155.67
-2.43% 3.81K -6.66% 391.75K 123.56 0.04% Share
88 XLF Financial Selec...
54.04
+1.66% 7.77K +1.18% 387.19K 34.8 0.03% Share
89 IWR iShares Russell...
97.50
+1.47% 4.22K -1.95% 358.91K 69.09 0.03% Share
90 VB Vanguard Small ...
258.07
+1.77% 1.62K -5.33% 358.5K 166.31 0.03% Share
91 GE GE Aerospace
281.46
-0.69% 1.76K +5.96% 352.45K 96.55 0.03% Share
92 PEP PepsiCo, Inc.
144.23
+1.10% 2.33K -19.67% 349.12K 148.16 0.03% Share
93 RTX RTX Corporation
157.67
+1.72% 2.58K +1.78% 341.54K 103.28 0.03% Share
94 AVGO Broadcom Inc.
359.63
-2.69% 2.01K -3.37% 336.23K 165.06 0.03% Share
95 DJUL FT Cboe Vest U....
46.45
+0.41% 8.08K -5.56% 330.48K 37.04 0.03% Share
96 AXP American Expres...
329.46
+1.89% 1.21K +0.50% 326.36K 149.05 0.03% Share
97 VFH Vanguard Financ...
132.34
+1.57% 2.72K -10.38% 325.08K 71.15 0.03% Share
98 GMAY FT Vest U.S. Eq...
40.27
+0.22% 8.82K -3.94% 319.73K 35.53 0.03% Share
99 SPGI S&P Global Inc.
550.79
+2.02% 615 +4.06% 312.48K 410.88 0.03% Share
100 AIVL WisdomTree U.S....
115.10
+1.31% 2.84K 0.00% 311.83K 88.96 0.03% Share
101 IWL iShares Russell...
163.38
+0.65% 2.25K 0.00% 309.86K 90.57 0.03% Share
102 MDY SPDR S&P MIDCAP...
607.31
+1.68% 575 -36.11% 307.5K 481.74 0.03% Share
103 VIG Vanguard Divide...
216.56
+0.90% 1.52K -2.69% 295.16K 157.94 0.03% Share
104 VV Vanguard Large ...
303.83
+0.80% 1.14K -7.42% 291.96K 192.97 0.03% Share
105 AEP American Electr...
108.74
+0.37% 2.58K -8.56% 282.46K 82.05 0.03% Share
106 GSEW Goldman Sachs E...
85.33
+1.46% 3.6K 0.00% 274.13K 55.61 0.02% Share
107 FAST Fastenal Compan...
47.33
-1.33% 3.49K -2.54% 270.42K 65.18 0.02% Share
108 T AT&T Inc.
29.48
+0.98% 9.37K -6.95% 265K 26.52 0.02% Share
109 URI United Rentals,...
959.80
+1.59% 422 +19.21% 264.47K 691.91 0.02% Share
110 CAT Caterpillar Inc...
431.35
+1.99% 797 -3.51% 262.84K 277.84 0.02% Share
111 TPL Texas Pacific L...
939.00
+0.15% 194 +0.52% 257.05K 1107.08 0.02% Share
112 DHR Danaher Corpora...
195.17
+1.34% 1.25K -3.26% 256.13K 259.76 0.02% Share
113 VCR Vanguard Consum...
394.75
+1.87% 786 0.00% 255.85K 284.51 0.02% Share
114 DJAN FT Cboe Vest U....
41.88
+0.38% 6.73K 0.00% 255.69K 36.06 0.02% Share
115 MS Morgan Stanley
156.49
+1.54% 2.17K -2.65% 252.83K 93.69 0.02% Share
116 FDS FactSet Researc...
370.49
+2.41% 547 +0.55% 248.69K 438.79 0.02% Share
117 VWO Vanguard Emergi...
53.57
+1.23% 5.47K 0.00% 247.48K 40.67 0.02% Share
118 DE Deere & Company
476.65
+1.12% 518 +2.17% 243.79K 379.39 0.02% Share
119 LGLV SPDR SSGA US La...
179.05
+1.42% 1.4K 0.00% 243.66K 145.01 0.02% Share
120 IHF iShares U.S. He...
49.13
+2.11% 4.5K 0.00% 237.44K 49.22 0.02% Share
121 SMMU PIMCO Short Ter...
50.69
+0.18% 4.72K 0.00% 236.09K 48.95 0.02% Share
122 ORCL Oracle Corporat...
307.79
-6.26% 1.63K +14.35% 227.33K 166.56 0.02% Share
123 SCHK Schwab 1000 Ind...
31.79
+0.89% 8.38K 0.00% 225.54K 25.28 0.02% Share
124 KEY KeyCorp
19.16
-0.39% 13.94K -7.23% 222.94K 12.78 0.02% Share
125 GNOV First Trust Exc...
37.79
+0.32% 6.47K +100.00% 221.96K 34.29 0.02% Share
126 CVX Chevron Corpora...
158.25
+0.29% 1.31K +100.00% 219.65K 167.29 0.02% Share
127 SHW The Sherwin-Wil...
368.51
+3.09% 629 +1.13% 219.64K 381.24 0.02% Share
128 TQQQ ProShares Ultra...
95.58
+1.69% 3.79K +4.12% 217K 58.64 0.02% Share
129 LRGF iShares U.S. Eq...
68.32
+0.92% 3.75K 0.00% 216.76K 53.74 0.02% Share
130 ONEQ Fidelity Nasdaq...
86.84
+0.77% 3.08K 0.00% 209.71K 70.33 0.02% Share
131 IMCV iShares Morning...
80.59
+1.36% 2.81K 0.00% 208.33K 76.64 0.02% Share
132 XT iShares Exponen...
69.87
+1.13% 3.59K 0.00% 206.53K 59.66 0.02% Share
133 ADP Automatic Data ...
298.03
+1.93% 671 +100.00% 205.4K 305.53 0.02% Share
134 GJAN FT Vest U.S. Eq...
41.40
+0.25% 5.41K +100.00% 203.68K 37.67 0.02% Share
135 ABT Abbott Laborato...
132.65
+2.54% 1.53K +100.00% 202.56K 132.65 0.02% Share
136 BBDC Barings BDC, In...
9.45
+0.11% 10.28K 0.00% 98.03K 8.58 < 0.01% Share
137 PLUG Plug Power Inc.
1.51
+4.86% 19.81K 0.00% 26.74K 4.47 < 0.01% Share