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...
570.40
-1.16% 378.61K -0.23% 177.6M 203.88 16.02% Share
2 SCHB Schwab U.S. Bro...
24.93
-0.63% 8.24M +0.89% 177.37M 13.32 16.00% Share
3 SCHD Schwab U.S. Div...
27.93
+0.40% 2.99M +2.06% 83.69M 25.62 7.55% Share
4 DGRW WisdomTree U.S....
87.45
-0.14% 864.8K -1.95% 69.06M 61.02 6.23% Share
5 DUHP Dimensional US ...
36.81
-0.58% 2.08M +1.84% 68.98M 27.94 6.22% Share
6 AAPL Apple Inc.
232.14
-0.18% 290.4K +0.23% 64.51M 120.99 5.82% Share
7 AGG iShares Core U....
99.48
-0.11% 545.13K +3.25% 53.92M 97.29 4.86% Share
8 SCHR Schwab Intermed...
25.14
+0.08% 1.28M +6.78% 31.91M 24.75 2.88% Share
9 VO Vanguard Mid Ca...
290.02
-0.32% 112.16K +0.40% 29.01M 237.05 2.62% Share
10 XDEC FT Cboe Vest U....
39.65
-0.15% 725.83K +2.10% 26.71M 33.39 2.41% Share
11 VCSH Vanguard Short-...
79.87
+0.05% 336.92K +1.71% 26.6M 77.69 2.40% Share
12 JEPI JPMorgan Equity...
57.14
-0.09% 452.81K +2.45% 25.87M 55.96 2.33% Share
13 SCHI Schwab 5-10 Yea...
22.89
-0.13% 1.13M +4.85% 25.44M 22.39 2.29% Share
14 DFAS Dimensional U.S...
68.35
-0.42% 390.77K +3.33% 23.35M 56.42 2.11% Share
15 AMZN Amazon.com, Inc...
229.00
-1.12% 116.9K +0.43% 22.24M 155.38 2.01% Share
16 XLV Health Care Sel...
137.46
+0.75% 140.56K +2.49% 20.52M 127.28 1.85% Share
17 RSPT Invesco S&P 500...
41.65
-1.26% 514.74K -6.8% 17.6M 44.49 1.59% Share
18 FDEC FT Cboe Vest U....
48.16
-0.37% 343.67K +2.22% 14.92M 44.55 1.35% Share
19 SPY SPDR S&P 500 ET...
645.07
-0.59% 24.16K -4.44% 13.52M 233.79 1.22% Share
20 VGT Vanguard Inform...
696.63
-1.59% 15.83K -7.67% 8.59M 326.31 0.77% Share
21 VTI Vanguard Total ...
318.18
-0.6% 30.41K -2.93% 8.36M 160.71 0.75% Share
22 BND Vanguard Total ...
73.80
-0.12% 104.64K -0.2% 7.69M 73.55 0.69% Share
23 ULST SPDR SSgA Ultra...
40.71
+0.09% 178.19K +4.86% 7.24M 40.25 0.65% Share
24 SCHA Schwab U.S. Sma...
27.32
-0.6% 295.59K -10.89% 6.93M 16.95 0.62% Share
25 SCHO Schwab Short-Te...
24.41
+0.10% 247.02K +7.83% 6.01M 24.16 0.54% Share
26 MSFT Microsoft Corpo...
506.69
-0.58% 13.27K +7.26% 4.98M 180.53 0.45% Share
27 XLK Technology Sele...
262.47
-1.53% 24.09K -2.27% 4.97M 123.24 0.45% Share
28 BRK-B Berkshire Hatha...
503.29
+0.69% 8.77K +0.22% 4.67M 208.85 0.42% Share
29 VOO Vanguard S&P 50...
593.01
-0.59% 8.79K +507.88% 4.52M 496.56 0.41% Share
30 GMAR FT Vest U.S. Eq...
39.72
-0.11% 121.23K -10.6% 4.51M 35.53 0.41% Share
31 RSP Invesco S&P 500...
188.60
-0.08% 17K -1.78% 2.94M 85.24 0.27% Share
32 NVDA NVIDIA Corporat...
174.24
-3.29% 25.78K +42.87% 2.79M 49.14 0.25% Share
33 IWM iShares Russell...
235.22
-0.42% 12.63K -5.46% 2.52M 127 0.23% Share
34 VYM Vanguard High D...
139.14
-0.09% 17.61K +1.43% 2.27M 93.72 0.20% Share
35 JPM JPMorgan Chase ...
301.45
+0.13% 8.52K +1.19% 2.09M 129.97 0.19% Share
36 UNP Union Pacific C...
223.68
+0.60% 7.48K -0.12% 1.77M 104.73 0.16% Share
37 SCHX Schwab U.S. Lar...
25.55
-0.7% 77.82K +1.43% 1.72M 10.5 0.15% Share
38 TOTL SPDR DoubleLine...
40.36
+0.07% 41.2K -0.83% 1.66M 40.28 0.15% Share
39 GOOG Alphabet Inc.
213.53
+0.55% 10.62K -1.24% 1.66M 73.53 0.15% Share
40 SDY SPDR S&P Divide...
141.31
+0.20% 12K 0.00% 1.63M 86.84 0.15% Share
41 VUSB Vanguard Ultra-...
49.95
+0.05% 28.28K -22.69% 1.41M 48.95 0.13% Share
42 VTEB Vanguard Tax-Ex...
49.01
-0.01% 28.28K 0.00% 1.4M 52.12 0.13% Share
43 GOOGL Alphabet Inc.
212.91
+0.60% 8.86K -3.8% 1.37M 79.84 0.12% Share
44 JNJ Johnson & Johns...
177.19
+0.99% 7.57K +5.64% 1.26M 137.02 0.11% Share
45 PM Philip Morris I...
167.19
+0.86% 7.4K +19.64% 1.18M 99.45 0.11% Share
46 BAC Bank of America...
50.76
+0.53% 27.96K -0.64% 1.17M 17.49 0.11% Share
47 SCHM Schwab U.S. Mid...
29.48
-0.32% 38.41K 0.00% 1.01M 23.21 0.09% Share
48 VUG Vanguard Growth...
458.95
-1.08% 2.62K -1.58% 969.7K 197.89 0.09% Share
49 VNQ Vanguard Real E...
92.23
+0.53% 10.44K +0.02% 944.88K 89.22 0.09% Share
50 LLY Eli Lilly and C...
732.52
+0.08% 1.09K -1.45% 900.95K 545.52 0.08% Share
51 ABBV AbbVie Inc.
210.39
+1.19% 3.93K -1.75% 824.04K 123.23 0.07% Share
52 IVV iShares Core S&...
648.30
-0.59% 1.4K +0.58% 785.61K 404.34 0.07% Share
53 IBM International B...
243.48
-0.92% 3.12K -3.25% 776.47K 138.7 0.07% Share
54 ET Energy Transfer...
17.73
+0.40% 41.4K 0.00% 769.66K 12.51 0.07% Share
55 TSLA Tesla, Inc.
333.98
-3.47% 2.92K -4.48% 756.75K 226.61 0.07% Share
56 NUE Nucor Corporati...
148.76
-0.69% 6.11K +0.20% 738.38K 84.56 0.07% Share
57 MCD McDonald's Corp...
313.54
+0.42% 2.35K -0.55% 732.51K 246.27 0.07% Share
58 HD The Home Depot,...
406.64
-0.2% 1.98K +0.30% 727.14K 345.72 0.07% Share
59 VTV Vanguard Value ...
183.22
+0.04% 4.05K -3.64% 698.91K 127.55 0.06% Share
60 META Meta Platforms,...
738.70
-1.65% 1.19K -1.08% 685.31K 358.88 0.06% Share
61 TSLX Sixth Street Sp...
24.46
+0.72% 30.25K 0.00% 677.04K 18.15 0.06% Share
62 V Visa Inc.
351.96
+0.60% 1.93K +2.06% 676.3K 236.9 0.06% Share
63 USMV iShares MSCI US...
94.23
+0.21% 7.16K 0.00% 670.33K 59.57 0.06% Share
64 PG The Procter & G...
157.10
+0.93% 3.6K -4.79% 613.57K 105.68 0.06% Share
65 VXF Vanguard Extend...
205.78
-0.63% 3.56K 0.00% 613.42K 143.33 0.06% Share
66 MU Micron Technolo...
119.01
-2.45% 6.97K +1.41% 606.56K 103.48 0.05% Share
67 IJR iShares Core S&...
118.07
-0.39% 5.78K -9.69% 604.31K 101.99 0.05% Share
68 UNH UnitedHealth Gr...
309.83
+2.49% 1.14K -14.75% 599.17K 500.6 0.05% Share
69 PAYX Paychex, Inc.
139.46
+0.53% 3.87K +3.42% 596.45K 115.43 0.05% Share
70 VZ Verizon Communi...
44.25
+0.73% 12.19K -7.35% 553.13K 48.01 0.05% Share
71 AMGN Amgen Inc.
287.71
+0.74% 1.76K +1.15% 549.98K 271.04 0.05% Share
72 HACK Amplify Cyberse...
84.50
-0.69% 7.61K -8.37% 546.05K 64.23 0.05% Share
73 WFC Wells Fargo & C...
82.19
+0.26% 7.46K +10.62% 535.42K 42.57 0.05% Share
74 VEU Vanguard FTSE A...
69.36
-0.46% 8.26K +0.43% 501.24K 53.84 0.05% Share
75 LMT Lockheed Martin...
455.44
-0.16% 1.12K +1.45% 501.11K 433.57 0.05% Share
76 EPS WisdomTree U.S....
67.12
-0.37% 7.82K 0.00% 463.27K 45.75 0.04% Share
77 IGM iShares Expande...
117.27
-1.4% 5.07K 0.00% 459.7K 46.07 0.04% Share
78 WMT Walmart Inc.
97.01
+0.94% 5.22K +2.15% 458.65K 55.91 0.04% Share
79 CSCO Cisco Systems, ...
69.09
-0.49% 7.11K +6.79% 438.87K 53.99 0.04% Share
80 NEE NextEra Energy,...
72.00
-0.12% 6.04K -3.55% 427.96K 89.47 0.04% Share
81 PANW Palo Alto Netwo...
190.52
-0.26% 2.48K -3.62% 422.68K 137.15 0.04% Share
82 XOM Exxon Mobil Cor...
114.36
+0.89% 3.53K -9.68% 419.54K 111.66 0.04% Share
83 HON Honeywell Inter...
219.50
-0.84% 1.96K +0.36% 414.61K 214.85 0.04% Share
84 COST Costco Wholesal...
943.32
-0.17% 436 +0.46% 412.73K 916.4 0.04% Share
85 ILCG iShares Morning...
100.16
-1.33% 5.06K 0.00% 409.81K 59.65 0.04% Share
86 MO Altria Group, I...
67.21
+1.19% 6.76K +5.16% 407.71K 52.26 0.04% Share
87 AMD Advanced Micro ...
162.63
-3.53% 3.81K -6.66% 391.75K 123.56 0.04% Share
88 XLF Financial Selec...
53.99
+0.26% 7.77K +1.18% 387.19K 34.8 0.03% Share
89 IWR iShares Russell...
96.03
-0.29% 4.22K -1.95% 358.91K 69.09 0.03% Share
90 VB Vanguard Small ...
252.54
-0.39% 1.62K -5.33% 358.5K 166.31 0.03% Share
91 GE GE Aerospace
275.30
-0.25% 1.76K +5.96% 352.45K 96.55 0.03% Share
92 PEP PepsiCo, Inc.
148.65
+1.14% 2.33K -19.67% 349.12K 148.16 0.03% Share
93 RTX RTX Corporation
158.63
-1.26% 2.58K +1.78% 341.54K 103.28 0.03% Share
94 AVGO Broadcom Inc.
297.39
-3.65% 2.01K -3.37% 336.23K 165.06 0.03% Share
95 DJUL FT Cboe Vest U....
45.98
-0.15% 8.08K -5.56% 330.48K 37.04 0.03% Share
96 AXP American Expres...
331.16
+1.28% 1.21K +0.50% 326.36K 149.05 0.03% Share
97 VFH Vanguard Financ...
131.97
+0.19% 2.72K -10.38% 325.08K 71.15 0.03% Share
98 GMAY FT Vest U.S. Eq...
39.98
-0.27% 8.82K -3.94% 319.73K 35.53 0.03% Share
99 SPGI S&P Global Inc.
548.38
+0.15% 615 +4.06% 312.48K 410.88 0.03% Share
100 AIVL WisdomTree U.S....
114.59
-0.03% 2.84K 0.00% 311.83K 88.96 0.03% Share
101 IWL iShares Russell...
159.89
-0.71% 2.25K 0.00% 309.86K 90.57 0.03% Share
102 MDY SPDR S&P MIDCAP...
595.04
-0.5% 575 -36.11% 307.5K 481.74 0.03% Share
103 VIG Vanguard Divide...
211.02
-0.26% 1.52K -2.69% 295.16K 157.94 0.03% Share
104 VV Vanguard Large ...
297.93
-0.6% 1.14K -7.42% 291.96K 192.97 0.03% Share
105 AEP American Electr...
111.02
-0.68% 2.58K -8.56% 282.46K 82.05 0.03% Share
106 GSEW Goldman Sachs E...
84.22
-0.31% 3.6K 0.00% 274.13K 55.61 0.02% Share
107 FAST Fastenal Compan...
49.66
-1.04% 3.49K -2.54% 270.42K 65.18 0.02% Share
108 T AT&T Inc.
29.31
+1.28% 9.37K -6.95% 265K 26.52 0.02% Share
109 URI United Rentals,...
956.88
+0.17% 422 +19.21% 264.47K 691.91 0.02% Share
110 CAT Caterpillar Inc...
419.19
-3.61% 797 -3.51% 262.84K 277.84 0.02% Share
111 TPL Texas Pacific L...
932.75
+1.18% 194 +0.52% 257.05K 1107.08 0.02% Share
112 DHR Danaher Corpora...
205.87
+0.28% 1.25K -3.26% 256.13K 259.76 0.02% Share
113 VCR Vanguard Consum...
385.67
-1.12% 786 0.00% 255.85K 284.51 0.02% Share
114 DJAN FT Cboe Vest U....
41.42
-0.34% 6.73K 0.00% 255.69K 36.06 0.02% Share
115 MS Morgan Stanley
150.54
+0.24% 2.17K -2.65% 252.83K 93.69 0.02% Share
116 FDS FactSet Researc...
373.17
-0.69% 547 +0.55% 248.69K 438.79 0.02% Share
117 VWO Vanguard Emergi...
51.52
-0.31% 5.47K 0.00% 247.48K 40.67 0.02% Share
118 DE Deere & Company
478.53
-2.63% 518 +2.17% 243.79K 379.39 0.02% Share
119 LGLV SPDR SSGA US La...
177.71
+0.15% 1.4K 0.00% 243.66K 145.01 0.02% Share
120 IHF iShares U.S. He...
47.23
+1.28% 4.5K 0.00% 237.44K 49.22 0.02% Share
121 SMMU PIMCO Short Ter...
50.48
+0.08% 4.72K 0.00% 236.09K 48.95 0.02% Share
122 ORCL Oracle Corporat...
226.16
-5.89% 1.63K +14.35% 227.33K 166.56 0.02% Share
123 SCHK Schwab 1000 Ind...
31.14
-0.65% 8.38K 0.00% 225.54K 25.28 0.02% Share
124 KEY KeyCorp
19.38
+0.16% 13.94K -7.23% 222.94K 12.78 0.02% Share
125 GNOV First Trust Exc...
37.43
-0.26% 6.47K +100.00% 221.96K 34.29 0.02% Share
126 CVX Chevron Corpora...
160.71
+0.87% 1.31K +100.00% 219.65K 167.29 0.02% Share
127 SHW The Sherwin-Wil...
365.98
-0.06% 629 +1.13% 219.64K 381.24 0.02% Share
128 TQQQ ProShares Ultra...
89.32
-3.65% 3.79K +4.12% 217K 58.64 0.02% Share
129 LRGF iShares U.S. Eq...
66.84
-0.61% 3.75K 0.00% 216.76K 53.74 0.02% Share
130 ONEQ Fidelity Nasdaq...
84.50
-1.17% 3.08K 0.00% 209.71K 70.33 0.02% Share
131 IMCV iShares Morning...
79.88
-0.12% 2.81K 0.00% 208.33K 76.64 0.02% Share
132 XT iShares Exponen...
68.20
-0.48% 3.59K 0.00% 206.53K 59.66 0.02% Share
133 ADP Automatic Data ...
304.05
-0.02% 671 +100.00% 205.4K 305.53 0.02% Share
134 GJAN FT Vest U.S. Eq...
40.97
-0.36% 5.41K +100.00% 203.68K 37.67 0.02% Share
135 ABT Abbott Laborato...
132.70
+1.01% 1.53K +100.00% 202.56K 132.65 0.02% Share
136 BBDC Barings BDC, In...
9.92
+0.71% 10.28K 0.00% 98.03K 8.58 < 0.01% Share
137 PLUG Plug Power Inc.
1.57
-3.68% 19.81K 0.00% 26.74K 4.47 < 0.01% Share