Bouchey Financial Group LTD Portfolio Holdings

Bouchey Financial Group LTD

$1.08 Billion
Q1 2025

Bouchey Financial Group LTD has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $178M, Schwab Strategic Tr Us Broad M with a value of $177M, Schwab Strategic Tr Us Dividen with a value of $83.7M, Wisdomtree Tr Us Quality Divid with a value of $69.1M, and Dimensional ETF Tr Dimensional with a value of $69M.

Examining the 13F form we can see an decrease of $31.7M in the current position value, from $1.11B to 1.08B.

Below you can find more details about Bouchey Financial Group LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Billion

ETFs: $950 Million

Technology: $75.5 Million

Consumer Cyclical: $24.5 Million

Financial Services: $11.3 Million

Industrials: $5.24 Million

Healthcare: $4.59 Million

Communication Services: $4.53 Million

Consumer Defensive: $3.41 Million

Other: $3.33 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$178 Million 16.39% of portfolio	378,612	Q1 2025 Reduced 0.23%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$177 Million 16.38% of portfolio	8,238,465	Q1 2025 Added 0.89%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$83.7 Million 7.73% of portfolio	2,993,100	Q1 2025 Added 2.06%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$69.1 Million 6.38% of portfolio	864,796	Q1 2025 Reduced 1.95%
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$69 Million 6.37% of portfolio	2,081,416	Q1 2025 Added 1.84%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$53.9 Million 4.98% of portfolio	545,128	Q1 2025 Added 3.25%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$31.9 Million 2.95% of portfolio	1,283,506	Q1 2025 Added 6.78%
VO Vanguard Mid Cap ETF ETFs	$0	$29 Million 2.68% of portfolio	112,164	Q1 2025 Added 0.4%
XDEC First Tr ETF Viii Cboe Vest U ETFs	$0	$26.7 Million 2.47% of portfolio	725,828	Q1 2025 Added 2.1%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$26.6 Million 2.46% of portfolio	336,922	Q1 2025 Added 1.71%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$25.9 Million 2.39% of portfolio	452,811	Q1 2025 Added 2.45%
SCHI Schwab Strategic Tr 5 10 Yr C ETFs	$0	$25.4 Million 2.35% of portfolio	1,132,577	Q1 2025 Added 4.85%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$23.3 Million 2.16% of portfolio	390,772	Q1 2025 Added 3.33%
XLV Select Sector Spdr Fund Health ETFs	$0	$20.5 Million 1.89% of portfolio	140,556	Q1 2025 Added 2.49%
FDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$14.9 Million 1.38% of portfolio	343,670	Q1 2025 Added 2.22%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$13.5 Million 1.25% of portfolio	24,165	Q1 2025 Reduced 4.44%
VGT Vanguard Information Technolog ETFs	$0	$8.59 Million 0.79% of portfolio	15,831	Q1 2025 Reduced 7.67%
VTI Vanguard Total Stock Market Et ETFs	$0	$8.36 Million 0.77% of portfolio	30,414	Q1 2025 Reduced 2.93%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$7.69 Million 0.71% of portfolio	104,644	Q1 2025 Reduced 0.2%
ULST Ssga Active ETF Tr Ssga Ultra ETFs	$0	$7.24 Million 0.67% of portfolio	178,188	Q1 2025 Added 4.86%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$6.93 Million 0.64% of portfolio	295,594	Q1 2025 Reduced 10.89%
SCHO Schwab Short Term Us Treasury ETFs	$0	$6.01 Million 0.56% of portfolio	247,020	Q1 2025 Added 7.83%
XLK Technology Sector Spdr ETFs	$0	$4.97 Million 0.46% of portfolio	24,092	Q1 2025 Reduced 2.27%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.52 Million 0.42% of portfolio	8,790	Q1 2025 Added 507.88%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$2.94 Million 0.27% of portfolio	16,997	Q1 2025 Reduced 1.78%
IWM Ishares Russell 2000 ETF ETFs	$0	$2.52 Million 0.23% of portfolio	12,630	Q1 2025 Reduced 5.46%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$2.27 Million 0.21% of portfolio	17,615	Q1 2025 Added 1.43%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.72 Million 0.16% of portfolio	77,816	Q1 2025 Added 1.43%
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	$0	$1.66 Million 0.15% of portfolio	41,199	Q1 2025 Reduced 0.83%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.63 Million 0.15% of portfolio	12,000	Q2 2022 Reduced 69.34%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$1.4 Million 0.13% of portfolio	28,284	Q3 2023 Added 0.18%
VNQ Vanguard Specialized Funds Van ETFs	$0	$944,000 0.09% of portfolio	10,436	Q1 2025 Added 0.02%
VUG Vanguard Growth ETF ETFs	$0	$969,000 0.09% of portfolio	2,615	Q1 2025 Reduced 1.58%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$1.01 Million 0.09% of portfolio	38,415	Q4 2024 Added 200.0%
IVV Ishares Core S&P 500 ETF ETFs	$0	$785,000 0.07% of portfolio	1,398	Q1 2025 Added 0.58%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$604,000 0.06% of portfolio	5,779	Q1 2025 Reduced 9.69%
VXF Vanguard Extended Market ETF ETFs	$0	$613,000 0.06% of portfolio	3,561	Q3 2024 Reduced 0.53%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$670,000 0.06% of portfolio	7,157	Q3 2023 Reduced 17.45%
VTV Vanguard Value ETF ETFs	$0	$698,000 0.06% of portfolio	4,046	Q1 2025 Reduced 3.64%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$501,000 0.05% of portfolio	8,263	Q1 2025 Added 0.43%
XLF Financial Sector Spdr ETFs	$0	$387,000 0.04% of portfolio	7,773	Q1 2025 Added 1.18%
IGM Ishares Expanded Tech Sector E ETFs	$0	$459,000 0.04% of portfolio	5,070	Q1 2024 Added 500.0%
EPS Wisdomtree U.S. Largecap Fund ETFs	$0	$463,000 0.04% of portfolio	7,815	Q3 2023 New
VFH Vanguard Financial ETF ETFs	$0	$325,000 0.03% of portfolio	2,721	Q1 2025 Reduced 10.38%
AIVL Wisdomtree U.S. Ai Enhanced Va ETFs	$0	$311,000 0.03% of portfolio	2,840	Q3 2023 New
IWL Ishares Tr Russell 200 ETF ETFs	$0	$309,000 0.03% of portfolio	2,255	Q4 2024 Reduced 0.97%
GSEW Goldman Sachs Tr Eql Weight Us ETFs	$0	$274,000 0.03% of portfolio	3,605	Q4 2024 Reduced 39.02%
VV Vanguard Large Cap ETF ETFs	$0	$291,000 0.03% of portfolio	1,136	Q1 2025 Reduced 7.42%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$306,000 0.03% of portfolio	575	Q1 2025 Reduced 36.11%
VIG Vanguard Dividend Appreciation ETFs	$0	$277,000 0.03% of portfolio	1,522	Q1 2025 Reduced 2.69%

Summary

Portfolio
No. of Stocks 138
Current Value $1.08 Billion
Prior Value $1.11 Billion
Filing
Period Q1 2025
Filing Date May 09, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 5 stocks
Additional Purchases 54 stocks
Sold out of 0 stocks
Reduced holdings in 52 stocks

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Bouchey Financial Group LTD Portfolio Holdings