Bouchey Financial Group
TROY, NYfiles as Bouchey Financial Group, Ltd.
$1.5bn in 191 US stocks at the end of 30 June 2026. The top 10 are 59.6% of the money. It changed about 19.4% of the portfolio this quarter.
Value
$1.5bn
Stocks
191
Top 10 share
59.6%
Turnover
19.4%
What changed this quarter
New
Bought for the first time this quarter.
- Pimco ETF TRBOND3.3% of the fund
- Tidal Trust IIAIPO2.7% of the fund
- Putnam ETF TrustPVAL2.5% of the fund
- Roundhill ETF TrustDRAM2.2% of the fund
- First TR Exchng Traded FD VIBUFR2.2% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- Direxion Shares ETF TrustSOXL<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- SandiskSNDK<0.1% of the fund
- NXP SemiconductorsNXPI<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- BNY Mellon ETF TrustBKAG<0.1% of the fund
- 3MMMM<0.1% of the fund
- Travelers CompaniesTRV<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- OracleORCL<0.1% of the fund
- Trustco Bank Corp N YTRST<0.1% of the fund
- First TR Exchange-Traded FDQQEW<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Axon EnterpriseAXON<0.1% of the fund
- Booking HoldingsBKNG<0.1% of the fund
- Dimensional ETF TrustDFAC<0.1% of the fund
- Rockwell AutomationROK<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO11.2% of the fund+3%
- First TR Exchange-Traded FDFTCB3.9% of the fund+55%
- J P Morgan Exchange Traded FJCPB3.8% of the fund+38%
- J P Morgan Exchange Traded FJEPI2.0% of the fund+4%
- MicrosoftMSFT2.0% of the fund+480%
- Vaneck Bitcoin ETFHODL1.1% of the fund+3%
- NvidiaNVDA0.4% of the fund+11%
- Micron TechnologyMU0.4% of the fund+5%
- Berkshire HathawayBRK-B0.3% of the fund+5%
- AlphabetGOOGL0.3% of the fund+8%
- JPMorgan ChaseJPM0.2% of the fund+2%
- BroadcomAVGO0.2% of the fund+16%
- AlphabetGOOG0.2% of the fund+12%
- Advanced Micro DevicesAMD0.2% of the fund+6%
- TeslaTSLA0.1% of the fund+17%
- Union PacificUNP0.1% of the fund+4%
- Cisco SystemsCSCO<0.1% of the fund+10%
- Bank of AmericaBAC<0.1% of the fund+3%
- Philip Morris InternationalPM<0.1% of the fund+4%
- General ElectricGE<0.1% of the fund+16%
- Vanguard MUN BD FDSVTEB<0.1% of the fund+5%
- Home DepotHD<0.1% of the fund+19%
- TPG RE Finance TrustTRTX<0.1% of the fund+93%
- McDonald'sMCD<0.1% of the fund+3%
- GE VernovaGEV<0.1% of the fund+10%
Cut
Sold some of their stake.
- Invesco Exch Traded FD TR IIQQQM11.5% of the fund-4%
- Dimensional ETF TrustDUHP3.8% of the fund-36%
- Schwab Strategic TRSCHI1.7% of the fund-22%
- Ishares TRAGG1.2% of the fund-76%
- Schwab Strategic TRSCHD1.1% of the fund-78%
- Vanguard Index FDSVTI0.7% of the fund-2%
- Vanguard BD Index FDSBND0.4% of the fund-5%
- First TR Exchng Traded FD VIGMAR0.3% of the fund-8%
- Schwab Strategic TRSCHX0.1% of the fund-2%
- Schwab Strategic TRSCHA0.1% of the fund-7%
- Spdr Series TrustSDY0.1% of the fund-8%
- Schwab Strategic TRSCHM<0.1% of the fund-8%
- Ssga Active ETF TRTOTL<0.1% of the fund-7%
- First TR Exchng Traded FD VIGOCT<0.1% of the fund-94%
- AbbVieABBV<0.1% of the fund-8%
- Vanguard BD Index FDSVUSB<0.1% of the fund-6%
- CaterpillarCAT<0.1% of the fund-44%
- Vanguard Index FDSVTV<0.1% of the fund-4%
- Lockheed MartinLMT<0.1% of the fund-3%
- Pgim ETF TRPULS<0.1% of the fund-27%
- WalmartWMT<0.1% of the fund-3%
- Select Sector Spdr TRXLV<0.1% of the fund-57%
- Verizon CommunicationsVZ<0.1% of the fund-12%
- Procter & GamblePG<0.1% of the fund-14%
- First TR Exchng Traded FD VIXOCT<0.1% of the fund-98%
Sold out
Sold their entire stake.
- Vaneck ETF TrustNLR-100%
- First TR Exchng Traded FD VIXDEC-100%
- First TR Exchng Traded FD VIXAUG-100%
- First TR Exchng Traded FD VIGAUG-100%
- Honeywell InternationalHON-100%
- First TR Exchng Traded FD VIXJUL-100%
- FastenalFAST-100%
- First TR Exchng Traded FD VIGJUL-100%
- First TR Exchng Traded FD VIXJUN-100%
- Northrop GrummanNOC-100%
- NetflixNFLX-100%
- ConocoPhillipsCOP-100%
- Plug PowerPLUG-100%
Holdings
- Invesco Exch Traded FD TR IIQQQM
- Share
- 11.5%
- Value
- $178m
- Shares
- 588,006
-4%
- Vanguard Index FDSVOO
- Share
- 11.2%
- Value
- $174m
- Shares
- 253,312
+3%
- Invesco QQQ TRQQQ
- Share
- 7.0%
- Value
- $109m
- Shares
- 147,528
Held
- Wisdomtree TRDGRW
- Share
- 5.5%
- Value
- $85m
- Shares
- 885,297
Held
- Schwab Strategic TRSCHB
- Share
- 4.5%
- Value
- $70m
- Shares
- 2,424,447
Held
- First TR Exchange-Traded FDFTCB
- Share
- 3.9%
- Value
- $61m
- Shares
- 2,928,857
+55%
- J P Morgan Exchange Traded FJCPB
- Share
- 3.8%
- Value
- $59m
- Shares
- 1,261,080
+38%
- Dimensional ETF TrustDUHP
- Share
- 3.8%
- Value
- $58m
- Shares
- 1,393,666
-36%
- Vaneck ETF TrustSMH
- Share
- 3.5%
- Value
- $54m
- Shares
- 82,577
Held
- Pimco ETF TRBOND
- Share
- 3.3%
- Value
- $50m
- Shares
- 545,883
New
- Tidal Trust IIAIPO
- Share
- 2.7%
- Value
- $41m
- Shares
- 1,241,131
New
- Putnam ETF TrustPVAL
- Share
- 2.5%
- Value
- $39m
- Shares
- 772,527
New
- Vanguard Index FDSVO
- Share
- 2.5%
- Value
- $38m
- Shares
- 473,770
Held
- Roundhill ETF TrustDRAM
- Share
- 2.2%
- Value
- $35m
- Shares
- 468,719
New
- First TR Exchng Traded FD VIBUFR
- Share
- 2.2%
- Value
- $34m
- Shares
- 931,941
New
- J P Morgan Exchange Traded FJEPI
- Share
- 2.0%
- Value
- $31m
- Shares
- 551,039
+4%
- Invesco Exchange Traded FD TRSPT
- Share
- 2.0%
- Value
- $30m
- Shares
- 471,353
Held
- Schwab Strategic TRSCHI
- Share
- 1.7%
- Value
- $26m
- Shares
- 1,153,981
-22%
- Ishares TRAGG
- Share
- 1.2%
- Value
- $18m
- Shares
- 182,758
-76%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.1%
- Value
- $18m
- Shares
- 23,671
Held
- Vaneck Bitcoin ETFHODL
- Share
- 1.1%
- Value
- $16m
- Shares
- 983,628
+3%
- Schwab Strategic TRSCHD
- Share
- 1.1%
- Value
- $16m
- Shares
- 514,953
-78%
- Vanguard World FDVGT
- Share
- 0.8%
- Value
- $13m
- Shares
- 106,026
Held
- Vanguard Index FDSVTI
- Share
- 0.7%
- Value
- $11m
- Shares
- 29,334
-2%
- Select Sector Spdr TRXLK
- Share
- 0.6%
- Value
- $9m
- Shares
- 48,058
Held
- Vanguard BD Index FDSBND
- Share
- 0.4%
- Value
- $7m
- Shares
- 94,818
-5%
- First TR Exchng Traded FD VIGMAR
- Share
- 0.3%
- Value
- $4m
- Shares
- 97,140
-8%
- Ishares TRIWM
- Share
- 0.2%
- Value
- $4m
- Shares
- 12,624
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $3m
- Shares
- 15,458
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.2%
- Value
- $3m
- Shares
- 17,542
Held
- Schwab Strategic TRSCHX
- Share
- 0.1%
- Value
- $2m
- Shares
- 76,337
-2%
- Schwab Strategic TRSCHA
- Share
- 0.1%
- Value
- $2m
- Shares
- 55,387
-7%
- Spdr Series TrustSDY
- Share
- 0.1%
- Value
- $2m
- Shares
- 11,000
-8%
- Schwab Strategic TRSCHM
- Share
- <0.1%
- Value
- $1m
- Shares
- 35,980
-8%
- Ssga Active ETF TRTOTL
- Share
- <0.1%
- Value
- $1m
- Shares
- 32,987
-7%
- Vanguard MUN BD FDSVTEB
- Share
- <0.1%
- Value
- $1m
- Shares
- 24,709
+5%
- First TR Exchng Traded FD VIGOCT
- Share
- <0.1%
- Value
- $1m
- Shares
- 27,402
-94%
- Ishares TRIVV
- Share
- <0.1%
- Value
- $1m
- Shares
- 1,476
Held
- Vanguard BD Index FDSVUSB
- Share
- <0.1%
- Value
- $1m
- Shares
- 20,991
-6%
- EA Series TrustAAUA
- Share
- <0.1%
- Value
- $1m
- Shares
- 17,822
Held
- Vanguard Index FDSVNQ
- Share
- <0.1%
- Value
- $1m
- Shares
- 10,425
Held
- Vanguard Index FDSVXF
- Share
- <0.1%
- Value
- $876,754
- Shares
- 3,561
Held
- Ishares TRIJR
- Share
- <0.1%
- Value
- $845,219
- Shares
- 5,699
Held
- Ishares TRIGM
- Share
- <0.1%
- Value
- $829,351
- Shares
- 5,070
Held
- Amplify ETF TRHACK
- Share
- <0.1%
- Value
- $798,005
- Shares
- 7,605
Held
- Energy Transfer L PET
- Share
- <0.1%
- Value
- $791,607
- Shares
- 41,402
Held
- Ishares TRUSMV
- Share
- <0.1%
- Value
- $693,837
- Shares
- 7,193
Held
- Vanguard Intl Equity Index FVEU
- Share
- <0.1%
- Value
- $689,095
- Shares
- 8,228
Held
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $624,152
- Shares
- 2,864
-4%
- Wisdomtree TREPS
- Share
- <0.1%
- Value
- $607,929
- Shares
- 7,815
Held
- Proshares TRTQQQ
- Share
- <0.1%
- Value
- $600,534
- Shares
- 7,414
Held
- Mplx LPMPLX
- Share
- <0.1%
- Value
- $595,296
- Shares
- 10,568
Held
- Ishares TRILCG
- Share
- <0.1%
- Value
- $592,122
- Shares
- 5,060
Held
- Pgim ETF TRPULS
- Share
- <0.1%
- Value
- $540,167
- Shares
- 10,882
-27%
- Select Sector Spdr TRXLV
- Share
- <0.1%
- Value
- $507,395
- Shares
- 3,198
-57%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco Exch Traded FD TR IIQQQM | 11.5% | $178m | 588,006 | -4% |
| Vanguard Index FDSVOO | 11.2% | $174m | 253,312 | +3% |
| Invesco QQQ TRQQQ | 7.0% | $109m | 147,528 | Held |
| Wisdomtree TRDGRW | 5.5% | $85m | 885,297 | Held |
| AppleAAPL | 4.8% | $75m | 257,515 | Held |
| Schwab Strategic TRSCHB | 4.5% | $70m | 2,424,447 | Held |
| First TR Exchange-Traded FDFTCB | 3.9% | $61m | 2,928,857 | +55% |
| J P Morgan Exchange Traded FJCPB | 3.8% | $59m | 1,261,080 | +38% |
| Dimensional ETF TrustDUHP | 3.8% | $58m | 1,393,666 | -36% |
| Vaneck ETF TrustSMH | 3.5% | $54m | 82,577 | Held |
| Pimco ETF TRBOND | 3.3% | $50m | 545,883 | New |
| Tidal Trust IIAIPO | 2.7% | $41m | 1,241,131 | New |
| Putnam ETF TrustPVAL | 2.5% | $39m | 772,527 | New |
| Vanguard Index FDSVO | 2.5% | $38m | 473,770 | Held |
| Roundhill ETF TrustDRAM | 2.2% | $35m | 468,719 | New |
| First TR Exchng Traded FD VIBUFR | 2.2% | $34m | 931,941 | New |
| J P Morgan Exchange Traded FJEPI | 2.0% | $31m | 551,039 | +4% |
| MicrosoftMSFT | 2.0% | $31m | 82,867 | +480% |
| Invesco Exchange Traded FD TRSPT | 2.0% | $30m | 471,353 | Held |
| Amazon.comAMZN | 1.8% | $28m | 117,848 | Held |
| Schwab Strategic TRSCHI | 1.7% | $26m | 1,153,981 | -22% |
| Ishares TRAGG | 1.2% | $18m | 182,758 | -76% |
| State STR Spdr S&P 500 ETF TSPY | 1.1% | $18m | 23,671 | Held |
| Vaneck Bitcoin ETFHODL | 1.1% | $16m | 983,628 | +3% |
| Schwab Strategic TRSCHD | 1.1% | $16m | 514,953 | -78% |
| Vanguard World FDVGT | 0.8% | $13m | 106,026 | Held |
| Vanguard Index FDSVTI | 0.7% | $11m | 29,334 | -2% |
| Select Sector Spdr TRXLK | 0.6% | $9m | 48,058 | Held |
| Vanguard BD Index FDSBND | 0.4% | $7m | 94,818 | -5% |
| NvidiaNVDA | 0.4% | $6m | 31,545 | +11% |
| Micron TechnologyMU | 0.4% | $6m | 5,127 | +5% |
| Berkshire HathawayBRK-B | 0.3% | $5m | 9,014 | +5% |
| First TR Exchng Traded FD VIGMAR | 0.3% | $4m | 97,140 | -8% |
| AlphabetGOOGL | 0.3% | $4m | 11,555 | +8% |
| Ishares TRIWM | 0.2% | $4m | 12,624 | Held |
| Invesco Exchange Traded FD TRSP | 0.2% | $3m | 15,458 | Held |
| JPMorgan ChaseJPM | 0.2% | $3m | 8,495 | +2% |
| Vanguard Whitehall FDSVYM | 0.2% | $3m | 17,542 | Held |
| BroadcomAVGO | 0.2% | $3m | 7,216 | +16% |
| AlphabetGOOG | 0.2% | $3m | 7,561 | +12% |
| Advanced Micro DevicesAMD | 0.2% | $3m | 4,386 | +6% |
| Schwab Strategic TRSCHX | 0.1% | $2m | 76,337 | -2% |
| TeslaTSLA | 0.1% | $2m | 5,240 | +17% |
| Union PacificUNP | 0.1% | $2m | 8,030 | +4% |
| Schwab Strategic TRSCHA | 0.1% | $2m | 55,387 | -7% |
| Johnson & JohnsonJNJ | 0.1% | $2m | 7,596 | Held |
| Spdr Series TrustSDY | 0.1% | $2m | 11,000 | -8% |
| Cisco SystemsCSCO | <0.1% | $2m | 12,919 | +10% |
| Eli LillyLLY | <0.1% | $1m | 1,183 | Held |
| Bank of AmericaBAC | <0.1% | $1m | 24,723 | +3% |
| Philip Morris InternationalPM | <0.1% | $1m | 7,746 | +4% |
| NucorNUE | <0.1% | $1m | 6,191 | Held |
| Schwab Strategic TRSCHM | <0.1% | $1m | 35,980 | -8% |
| Ssga Active ETF TRTOTL | <0.1% | $1m | 32,987 | -7% |
| General ElectricGE | <0.1% | $1m | 3,451 | +16% |
| Vanguard MUN BD FDSVTEB | <0.1% | $1m | 24,709 | +5% |
| Home DepotHD | <0.1% | $1m | 3,432 | +19% |
| First TR Exchng Traded FD VIGOCT | <0.1% | $1m | 27,402 | -94% |
| Ishares TRIVV | <0.1% | $1m | 1,476 | Held |
| TPG RE Finance TrustTRTX | <0.1% | $1m | 126,761 | +93% |
| AbbVieABBV | <0.1% | $1m | 4,326 | -8% |
| Vanguard BD Index FDSVUSB | <0.1% | $1m | 20,991 | -6% |
| McDonald'sMCD | <0.1% | $1m | 3,779 | +3% |
| EA Series TrustAAUA | <0.1% | $1m | 17,822 | Held |
| Vanguard Index FDSVNQ | <0.1% | $1m | 10,425 | Held |
| GE VernovaGEV | <0.1% | $988,365 | 841 | +10% |
| Lam ResearchLRCX | <0.1% | $964,310 | 2,224 | +15% |
| International Business MachinesIBM | <0.1% | $938,256 | 3,336 | +8% |
| Palo Alto NetworksPANW | <0.1% | $908,478 | 2,664 | +4% |
| Meta PlatformsMETA | <0.1% | $898,530 | 1,595 | Held |
| Vanguard Index FDSVXF | <0.1% | $876,754 | 3,561 | Held |
| Ishares TRIJR | <0.1% | $845,219 | 5,699 | Held |
| VisaV | <0.1% | $835,101 | 2,434 | +16% |
| Ishares TRIGM | <0.1% | $829,351 | 5,070 | Held |
| Amplify ETF TRHACK | <0.1% | $798,005 | 7,605 | Held |
| Energy Transfer L PET | <0.1% | $791,607 | 41,402 | Held |
| Applied MaterialsAMAT | <0.1% | $785,178 | 1,086 | +25% |
| CaterpillarCAT | <0.1% | $773,957 | 727 | -44% |
| AmgenAMGN | <0.1% | $701,789 | 1,938 | +6% |
| IntelINTC | <0.1% | $697,074 | 4,992 | +32% |
| Ishares TRUSMV | <0.1% | $693,837 | 7,193 | Held |
| Vanguard Intl Equity Index FVEU | <0.1% | $689,095 | 8,228 | Held |
| ExxonMobil HoldingsXOM | <0.1% | $683,516 | 4,999 | Held |
| Altria GroupMO | <0.1% | $682,226 | 9,411 | +13% |
| Marvell TechnologyMRVL | <0.1% | $666,976 | 2,239 | New |
| Wells Fargo & CompanyWFC | <0.1% | $662,872 | 8,021 | +6% |
| Vanguard Index FDSVTV | <0.1% | $624,152 | 2,864 | -4% |
| NextEra EnergyNEE | <0.1% | $618,691 | 7,049 | Held |
| Lockheed MartinLMT | <0.1% | $614,910 | 1,207 | -3% |
| Wisdomtree TREPS | <0.1% | $607,929 | 7,815 | Held |
| Proshares TRTQQQ | <0.1% | $600,534 | 7,414 | Held |
| Mplx LPMPLX | <0.1% | $595,296 | 10,568 | Held |
| Ishares TRILCG | <0.1% | $592,122 | 5,060 | Held |
| RTXRTX | <0.1% | $551,055 | 2,904 | +7% |
| Pgim ETF TRPULS | <0.1% | $540,167 | 10,882 | -27% |
| Morgan StanleyMS | <0.1% | $535,143 | 2,560 | +9% |
| UnitedHealth GroupUNH | <0.1% | $516,213 | 1,242 | +24% |
| DeereDE | <0.1% | $516,110 | 812 | +9% |
| WalmartWMT | <0.1% | $513,235 | 4,531 | -3% |
| Select Sector Spdr TRXLV | <0.1% | $507,395 | 3,198 | -57% |
Showing the largest 100 of 191.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 28.7% since 30 June 2025.
Where the money is
Technology8.6%
Retail & consumer2.1%
Financial services0.9%
Industrials0.6%
Media & telecom0.6%
Health care0.5%
Everyday goods0.3%
Energy0.1%
Materials0.1%
Utilities0.1%
Real estate0.1%
Other86.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.