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CIK: 0001599054
Total reported value
$1.5B
$1.5B
142 檔
41.0%
As reported in its official Q2 2025 Form 13F filing, Bouchey Financial Group, Ltd.'s tracked investment portfolio stood at $1.5B with 142 total positions.
During Q2 2025, Bouchey Financial Group, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 17.43% | +0.38% | +0.37% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 16.40% | -0.18% | +0.45% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.71% | -4.29% | +1.78% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.21% | -2.28% | +0.96% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.03% | -0.35% | +0.19% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.51% | -4.47% | +22.50% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.05% | -0.18% | +2.00% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.86% | +0.66% | — | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.62% | -0.11% | +0.34% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.53% | — | -5.28% | |
| 11 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.40% | -0.77% | +11.98% | |
| 12 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 2.33% | -2.11% | — | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.19% | -0.23% | +2.25% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | -0.19% | +0.08% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.09% | — | +0.83% | |
| 16 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.73% | +0.29% | -0.72% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.62% | -0.05% | +2.83% | |
| 18 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 1.40% | -1.24% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | -0.05% | -0.32% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.86% | +0.09% | -1.53% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | -0.04% | +1.16% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | -0.09% | -2.71% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.62% | — | -0.74% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | +1.61% | +3.30% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | +0.08% | -0.56% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.02% | -0.74% | |
| 27 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.39% | -0.05% | -1.49% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.03% | +12.83% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.02% | -0.18% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.25% | -0.02% | -0.86% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | +2.04% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.02% | -0.37% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.01% | +2.50% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | -0.02% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.14% | — | -0.33% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.02% | +6.07% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.14% | -0.02% | — | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.13% | -0.02% | -3.18% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.12% | -0.01% | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.12% | — | +2.60% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.11% | — | +0.58% | |
| 43 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.11% | -0.01% | -10.34% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.10% | — | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.02% | -4.94% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.09% | — | +0.51% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.01% | +55.78% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | +0.03% | +10.03% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | +0.01% | +39.16% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | — | +36.66% |
According to official SEC Form 13F filings, Bouchey Financial Group, Ltd. reported a total U.S. public equity portfolio value of $1.5B across 142 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHB, SCHD) accounted for 41.0% of total reported equity market value during Q2 2025.
During Q2 2025, Bouchey Financial Group, Ltd.'s top holdings by market value included QQQ (17.4%)、SCHB (16.4%)、SCHD (6.7%). The largest single position, QQQ, represented 17.4% of total portfolio value.
In Q2 2025, Bouchey Financial Group, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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