Bouchey Financial Group Ltd Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$1.1T
Holdings
148
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 379,501 | $194.0B | 16.95% | |
| 2 | SCHBSCHWAB STRATEGIC TR | 8,165,768 | $185.4B | 16.20% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 2,932,743 | $80.1B | 7.00% | |
| 4 | AAPLAPPLE INC | 289,725 | $72.6B | 6.34% | |
| 5 | DGRWWISDOMTREE TR | 881,975 | $71.4B | 6.24% | |
| 6 | DUHPDIMENSIONAL ETF TRUST | 2,043,828 | $69.1B | 6.03% | |
| 7 | AGGISHARES TR | 527,949 | $51.2B | 4.47% | |
| 8 | VOVANGUARD INDEX FDS | 111,719 | $29.5B | 2.58% | |
| 9 | SCHRSCHWAB STRATEGIC TR | 1,202,011 | $29.2B | 2.55% | |
| 10 | XDECFIRST TR EXCHNG TRADED FD VI | 710,865 | $26.5B | 2.32% | |
| 11 | VCSHVANGUARD SCOTTSDALE FDS | 331,247 | $25.8B | 2.26% | |
| 12 | AMZNAMAZON COM INC | 116,400 | $25.5B | 2.23% | |
| 13 | JEPIJ P MORGAN EXCHANGE TRADED F | 441,970 | $25.5B | 2.23% | |
| 14 | DFASDIMENSIONAL ETF TRUST | 378,191 | $24.6B | 2.15% | |
| 15 | SCHISCHWAB STRATEGIC TR | 1,080,234 | $23.8B | 2.08% | |
| 16 | RSPTINVESCO EXCHANGE TRADED FD T | 552,294 | $20.7B | 1.81% | |
| 17 | XLVSELECT SECTOR SPDR TR | 137,135 | $18.9B | 1.65% | |
| 18 | FDECFIRST TR EXCHNG TRADED FD VI | 336,213 | $15.0B | 1.31% | |
| 19 | SPYSPDR S&P 500 ETF TR | 25,289 | $14.8B | 1.30% | |
| 20 | VGTVANGUARD WORLD FD | 17,147 | $10.7B | 0.93% | |
| 21 | VTIVANGUARD INDEX FDS | 31,331 | $9.1B | 0.79% | |
| 22 | SCHASCHWAB STRATEGIC TR | 331,734 | $8.6B | 0.75% | |
| 23 | BNDVANGUARD BD INDEX FDS | 104,855 | $7.5B | 0.66% | |
| 24 | ULSTSSGA ACTIVE ETF TR | 169,935 | $6.9B | 0.60% | |
| 25 | XLKSELECT SECTOR SPDR TR | 24,651 | $5.7B | 0.50% | |
| 26 | SCHOSCHWAB STRATEGIC TR | 229,093 | $5.5B | 0.48% | |
| 27 | MSFTMICROSOFT CORP | 12,373 | $5.2B | 0.46% | |
| 28 | GMARFIRST TR EXCHNG TRADED FD VI | 135,597 | $5.1B | 0.44% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,751 | $4.0B | 0.35% | |
| 30 | RSPINVESCO EXCHANGE TRADED FD T | 17,305 | $3.0B | 0.26% | |
| 31 | IWMISHARES TR | 13,359 | $3.0B | 0.26% | |
| 32 | NVDANVIDIA CORPORATION | 18,047 | $2.4B | 0.21% | |
| 33 | VYMVANGUARD WHITEHALL FDS | 17,367 | $2.2B | 0.19% | |
| 34 | GOOGALPHABET INC | 10,750 | $2.0B | 0.18% | |
| 35 | JPMJPMORGAN CHASE & CO. | 8,422 | $2.0B | 0.18% | |
| 36 | VUSBVANGUARD BD INDEX FDS | 36,574 | $1.8B | 0.16% | |
| 37 | SCHXSCHWAB STRATEGIC TR | 76,718 | $1.8B | 0.16% | |
| 38 | GOOGLALPHABET INC | 9,209 | $1.7B | 0.15% | |
| 39 | UNPUNION PAC CORP | 7,486 | $1.7B | 0.15% | |
| 40 | TOTLSSGA ACTIVE ETF TR | 41,542 | $1.6B | 0.14% | |
| 41 | SDYSPDR SER TR | 12,000 | $1.6B | 0.14% | |
| 42 | VTEBVANGUARD MUN BD FDS | 28,284 | $1.4B | 0.12% | |
| 43 | BACBANK AMERICA CORP | 28,136 | $1.2B | 0.11% | |
| 44 | TSLATESLA INC | 3,057 | $1.2B | 0.11% | |
| 45 | VUGVANGUARD INDEX FDS | 2,657 | $1.1B | 0.10% | |
| 46 | SCHMSCHWAB STRATEGIC TR | 38,415 | $1.1B | 0.09% | |
| 47 | JNJJOHNSON & JOHNSON | 7,165 | $1.0B | 0.09% | |
| 48 | VNQVANGUARD INDEX FDS | 10,434 | $929.5M | 0.08% | |
| 49 | LLYELI LILLY & CO | 1,107 | $854.6M | 0.07% | |
| 50 | IVVISHARES TR | 1,390 | $818.3M | 0.07% | |
| 51 | ETENERGY TRANSFER L P | 41,402 | $811.1M | 0.07% | |
| 52 | VOOVANGUARD INDEX FDS | 1,446 | $779.1M | 0.07% | |
| 53 | HDHOME DEPOT INC | 1,978 | $769.5M | 0.07% | |
| 54 | 4I1PHILIP MORRIS INTL INC | 6,182 | $746.0M | 0.07% | |
| 55 | IJRISHARES TR | 6,399 | $737.3M | 0.06% | |
| 56 | NUENUCOR CORP | 6,096 | $714.8M | 0.06% | |
| 57 | ABBVABBVIE INC | 4,003 | $711.3M | 0.06% | |
| 58 | VTVVANGUARD INDEX FDS | 4,199 | $710.9M | 0.06% | |
| 59 | IBMINTERNATIONAL BUSINESS MACHS | 3,228 | $709.6M | 0.06% | |
| 60 | METAMETA PLATFORMS INC | 1,202 | $703.8M | 0.06% | |
| 61 | MCDMCDONALDS CORP | 2,358 | $683.6M | 0.06% | |
| 62 | UNHUNITEDHEALTH GROUP INC | 1,342 | $678.9M | 0.06% | |
| 63 | VXFVANGUARD INDEX FDS | 3,561 | $676.5M | 0.06% | |
| 64 | TSLXSIXTH STREET SPECIALTY LENDI | 30,252 | $644.4M | 0.06% | |
| 65 | USMVISHARES TR | 7,157 | $635.5M | 0.06% | |
| 66 | PGPROCTER AND GAMBLE CO | 3,781 | $633.8M | 0.06% | |
| 67 | HACKAMPLIFY ETF TR | 8,300 | $618.3M | 0.05% | |
| 68 | VVISA INC | 1,891 | $597.5M | 0.05% | |
| 69 | MUMICRON TECHNOLOGY INC | 6,876 | $579.4M | 0.05% | |
| 70 | LMTLOCKHEED MARTIN CORP | 1,106 | $537.2M | 0.05% | |
| 71 | BACVERIZON COMMUNICATIONS INC | 13,161 | $526.3M | 0.05% | |
| 72 | PAYXPAYCHEX INC | 3,738 | $524.1M | 0.05% | |
| 73 | IGMISHARES TR | 5,070 | $517.6M | 0.05% | |
| 74 | MDYSPDR S&P MIDCAP 400 ETF TR | 900 | $514.5M | 0.04% | |
| 75 | AMDADVANCED MICRO DEVICES INC | 4,085 | $493.4M | 0.04% | |
| 76 | ARCCARES CAPITAL CORP | 22,331 | $488.8M | 0.04% | |
| 77 | AVGOBROADCOM INC | 2,078 | $481.7M | 0.04% | |
| 78 | EPSWISDOMTREE TR | 7,815 | $478.1M | 0.04% | |
| 79 | WFCWELLS FARGO CO NEW | 6,742 | $473.5M | 0.04% | |
| 80 | VEUVANGUARD INTL EQUITY INDEX F | 8,228 | $472.4M | 0.04% | |
| 81 | PANWPALO ALTO NETWORKS INC | 2,570 | $467.6M | 0.04% | |
| 82 | WMTWALMART INC | 5,106 | $462.0M | 0.04% | |
| 83 | AMGNAMGEN INC | 1,745 | $454.8M | 0.04% | |
| 84 | ILCGISHARES TR | 5,060 | $453.4M | 0.04% | |
| 85 | NEENEXTERA ENERGY INC | 6,259 | $448.7M | 0.04% | |
| 86 | PEPPEPSICO INC | 2,898 | $442.3M | 0.04% | |
| 87 | HONHONEYWELL INTL INC | 1,951 | $440.7M | 0.04% | |
| 88 | XOMEXXON MOBIL CORP | 3,906 | $420.2M | 0.04% | |
| 89 | VBVANGUARD INDEX FDS | 1,708 | $410.3M | 0.04% | |
| 90 | COSTCOSTCO WHSL CORP NEW | 434 | $398.0M | 0.03% | |
| 91 | CSCOCISCO SYS INC | 6,660 | $394.3M | 0.03% | |
| 92 | IWRISHARES TR | 4,303 | $380.4M | 0.03% | |
| 93 | XLFSELECT SECTOR SPDR TR | 7,682 | $371.3M | 0.03% | |
| 94 | XFEBFIRST TR EXCHNG TRADED FD VI | 8,556 | $359.2M | 0.03% | |
| 95 | VFHVANGUARD WORLD FD | 3,036 | $358.5M | 0.03% | |
| 96 | AXPAMERICAN EXPRESS CO | 1,207 | $358.2M | 0.03% | |
| 97 | GMAYFIRST TR EXCHNG TRADED FD VI | 9,181 | $338.7M | 0.03% | |
| 98 | MOALTRIA GROUP INC | 6,430 | $337.6M | 0.03% | |
| 99 | VVVANGUARD INDEX FDS | 1,227 | $330.9M | 0.03% | |
| 100 | AQLTISHARES TR | 2,255 | $326.3M | 0.03% |
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