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.

Added

Bought more of a stock they already held.

Cut

Sold some of their stake.

  • Invesco Exch Traded FD TR IIQQQM
    11.5% of the fund
    -4%
  • Dimensional ETF TrustDUHP
    3.8% of the fund
    -36%
  • Schwab Strategic TRSCHI
    1.7% of the fund
    -22%
  • Ishares TRAGG
    1.2% of the fund
    -76%
  • Schwab Strategic TRSCHD
    1.1% of the fund
    -78%
  • Vanguard Index FDSVTI
    0.7% of the fund
    -2%
  • Vanguard BD Index FDSBND
    0.4% of the fund
    -5%
  • First TR Exchng Traded FD VIGMAR
    0.3% of the fund
    -8%
  • Schwab Strategic TRSCHX
    0.1% of the fund
    -2%
  • Schwab Strategic TRSCHA
    0.1% of the fund
    -7%
  • Spdr Series TrustSDY
    0.1% 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.

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

  • AppleAAPL
    Share
    4.8%
    Value
    $75m
    Shares
    257,515

    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%

  • MicrosoftMSFT
    Share
    2.0%
    Value
    $31m
    Shares
    82,867

    +480%

  • Invesco Exchange Traded FD TRSPT
    Share
    2.0%
    Value
    $30m
    Shares
    471,353

    Held

  • Amazon.comAMZN
    Share
    1.8%
    Value
    $28m
    Shares
    117,848

    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%

  • NvidiaNVDA
    Share
    0.4%
    Value
    $6m
    Shares
    31,545

    +11%

  • Micron TechnologyMU
    Share
    0.4%
    Value
    $6m
    Shares
    5,127

    +5%

  • Berkshire HathawayBRK-B
    Share
    0.3%
    Value
    $5m
    Shares
    9,014

    +5%

  • First TR Exchng Traded FD VIGMAR
    Share
    0.3%
    Value
    $4m
    Shares
    97,140

    -8%

  • AlphabetGOOGL
    Share
    0.3%
    Value
    $4m
    Shares
    11,555

    +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

  • JPMorgan ChaseJPM
    Share
    0.2%
    Value
    $3m
    Shares
    8,495

    +2%

  • Vanguard Whitehall FDSVYM
    Share
    0.2%
    Value
    $3m
    Shares
    17,542

    Held

  • BroadcomAVGO
    Share
    0.2%
    Value
    $3m
    Shares
    7,216

    +16%

  • AlphabetGOOG
    Share
    0.2%
    Value
    $3m
    Shares
    7,561

    +12%

  • Advanced Micro DevicesAMD
    Share
    0.2%
    Value
    $3m
    Shares
    4,386

    +6%

  • Schwab Strategic TRSCHX
    Share
    0.1%
    Value
    $2m
    Shares
    76,337

    -2%

  • TeslaTSLA
    Share
    0.1%
    Value
    $2m
    Shares
    5,240

    +17%

  • Union PacificUNP
    Share
    0.1%
    Value
    $2m
    Shares
    8,030

    +4%

  • Schwab Strategic TRSCHA
    Share
    0.1%
    Value
    $2m
    Shares
    55,387

    -7%

  • Johnson & JohnsonJNJ
    Share
    0.1%
    Value
    $2m
    Shares
    7,596

    Held

  • Spdr Series TrustSDY
    Share
    0.1%
    Value
    $2m
    Shares
    11,000

    -8%

  • Cisco SystemsCSCO
    Share
    <0.1%
    Value
    $2m
    Shares
    12,919

    +10%

  • Eli LillyLLY
    Share
    <0.1%
    Value
    $1m
    Shares
    1,183

    Held

  • Bank of AmericaBAC
    Share
    <0.1%
    Value
    $1m
    Shares
    24,723

    +3%

  • Philip Morris InternationalPM
    Share
    <0.1%
    Value
    $1m
    Shares
    7,746

    +4%

  • NucorNUE
    Share
    <0.1%
    Value
    $1m
    Shares
    6,191

    Held

  • 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%

  • General ElectricGE
    Share
    <0.1%
    Value
    $1m
    Shares
    3,451

    +16%

  • Vanguard MUN BD FDSVTEB
    Share
    <0.1%
    Value
    $1m
    Shares
    24,709

    +5%

  • Home DepotHD
    Share
    <0.1%
    Value
    $1m
    Shares
    3,432

    +19%

  • 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

  • TPG RE Finance TrustTRTX
    Share
    <0.1%
    Value
    $1m
    Shares
    126,761

    +93%

  • AbbVieABBV
    Share
    <0.1%
    Value
    $1m
    Shares
    4,326

    -8%

  • Vanguard BD Index FDSVUSB
    Share
    <0.1%
    Value
    $1m
    Shares
    20,991

    -6%

  • McDonald'sMCD
    Share
    <0.1%
    Value
    $1m
    Shares
    3,779

    +3%

  • EA Series TrustAAUA
    Share
    <0.1%
    Value
    $1m
    Shares
    17,822

    Held

  • Vanguard Index FDSVNQ
    Share
    <0.1%
    Value
    $1m
    Shares
    10,425

    Held

  • GE VernovaGEV
    Share
    <0.1%
    Value
    $988,365
    Shares
    841

    +10%

  • Lam ResearchLRCX
    Share
    <0.1%
    Value
    $964,310
    Shares
    2,224

    +15%

  • International Business MachinesIBM
    Share
    <0.1%
    Value
    $938,256
    Shares
    3,336

    +8%

  • Palo Alto NetworksPANW
    Share
    <0.1%
    Value
    $908,478
    Shares
    2,664

    +4%

  • Meta PlatformsMETA
    Share
    <0.1%
    Value
    $898,530
    Shares
    1,595

    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

  • VisaV
    Share
    <0.1%
    Value
    $835,101
    Shares
    2,434

    +16%

  • 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

  • Applied MaterialsAMAT
    Share
    <0.1%
    Value
    $785,178
    Shares
    1,086

    +25%

  • CaterpillarCAT
    Share
    <0.1%
    Value
    $773,957
    Shares
    727

    -44%

  • AmgenAMGN
    Share
    <0.1%
    Value
    $701,789
    Shares
    1,938

    +6%

  • IntelINTC
    Share
    <0.1%
    Value
    $697,074
    Shares
    4,992

    +32%

  • 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

  • ExxonMobil HoldingsXOM
    Share
    <0.1%
    Value
    $683,516
    Shares
    4,999

    Held

  • Altria GroupMO
    Share
    <0.1%
    Value
    $682,226
    Shares
    9,411

    +13%

  • Marvell TechnologyMRVL
    Share
    <0.1%
    Value
    $666,976
    Shares
    2,239

    New

  • Wells Fargo & CompanyWFC
    Share
    <0.1%
    Value
    $662,872
    Shares
    8,021

    +6%

  • Vanguard Index FDSVTV
    Share
    <0.1%
    Value
    $624,152
    Shares
    2,864

    -4%

  • NextEra EnergyNEE
    Share
    <0.1%
    Value
    $618,691
    Shares
    7,049

    Held

  • Lockheed MartinLMT
    Share
    <0.1%
    Value
    $614,910
    Shares
    1,207

    -3%

  • 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

  • RTXRTX
    Share
    <0.1%
    Value
    $551,055
    Shares
    2,904

    +7%

  • Pgim ETF TRPULS
    Share
    <0.1%
    Value
    $540,167
    Shares
    10,882

    -27%

  • Morgan StanleyMS
    Share
    <0.1%
    Value
    $535,143
    Shares
    2,560

    +9%

  • UnitedHealth GroupUNH
    Share
    <0.1%
    Value
    $516,213
    Shares
    1,242

    +24%

  • DeereDE
    Share
    <0.1%
    Value
    $516,110
    Shares
    812

    +9%

  • WalmartWMT
    Share
    <0.1%
    Value
    $513,235
    Shares
    4,531

    -3%

  • Select Sector Spdr TRXLV
    Share
    <0.1%
    Value
    $507,395
    Shares
    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.