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Size ($ in 1000's)
At 03/31/2024: $1,016,156
At 12/31/2023: $933,543
Bouchey Financial Group Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bouchey Financial Group Ltd 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Bouchey Financial Group Ltd top holdings by largest position size, as per the latest 13f filing made by Bouchey Financial Group Ltd.
In the Bouchey Financial Group Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Bouchey Financial Group Ltd in that top holding, then the share count change between reporting periods, and finally the Bouchey Financial Group Ltd top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| INVESCO QQQ TR |
389,043 |
+4,183 |
$172,772 | | QQQ | 389,043 | +4,183 | $172,772 | | SCHWAB STRATEGIC TR |
2,440,675 |
+47,401 |
$149,003 | | SCHB | 2,440,675 | +47,401 | $149,003 | | SCHWAB STRATEGIC TR |
813,668 |
+48,756 |
$65,606 | | SCHD | 813,668 | +48,756 | $65,606 | | DIMENSIONAL ETF TRUST (DUHP) |
1,675,906 |
+107,271 |
$52,975 | | DUHP | 1,675,906 | +107,271 | $52,975 | | APPLE INC |
266,880 |
-1,697 |
$45,764 | | AAPL | 266,880 | -1,697 | $45,764 | | INVESCO EXCHANGE TRADED FD T (RSPT) |
1,267,687 |
+16,489 |
$44,610 | | RSPT | 1,267,687 | +16,489 | $44,610 | | WISDOMTREE TR |
515,645 |
+292 |
$39,287 | | DGRW | 515,645 | +292 | $39,287 | | SELECT SECTOR SPDR TR (XLV) |
238,796 |
+816 |
$35,277 | | XLV | 238,796 | +816 | $35,277 | | ISHARES TR (AGG) |
293,941 |
+85,903 |
$28,789 | | AGG | 293,941 | +85,903 | $28,789 | | SELECT SECTOR SPDR TR (XLP) |
376,137 |
+3,176 |
$28,722 | | XLP | 376,137 | +3,176 | $28,722 | | VANGUARD INDEX FDS (VO) |
110,414 |
+3,490 |
$27,588 | | VO | 110,414 | +3,490 | $27,588 | | DIMENSIONAL ETF TRUST (DFAS) |
434,646 |
+17,073 |
$27,096 | | DFAS | 434,646 | +17,073 | $27,096 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
395,086 |
+16,676 |
$22,860 | | JEPI | 395,086 | +16,676 | $22,860 | | SCHWAB STRATEGIC TR |
435,637 |
+52,876 |
$21,368 | | SCHR | 435,637 | +52,876 | $21,368 | | AMAZON COM INC |
116,503 |
-197 |
$21,015 | | AMZN | 116,503 | -197 | $21,015 | | SSGA ACTIVE ETF TR (ULST) |
514,008 |
+28,654 |
$20,817 | | ULST | 514,008 | +28,654 | $20,817 | | FIRST TR EXCHNG TRADED FD VI (DJUL) |
438,336 |
+1,137 |
$16,955 | | DJUL | 438,336 | +1,137 | $16,955 | | SCHWAB STRATEGIC TR |
361,769 |
+19,786 |
$16,095 | | SCHI | 361,769 | +19,786 | $16,095 | | VANGUARD SCOTTSDALE FDS (VCSH) |
206,317 |
+11,918 |
$15,950 | | VCSH | 206,317 | +11,918 | $15,950 | | FIRST TR EXCHNG TRADED FD VI (XDEC) |
425,860 |
-493 |
$15,016 | | XDEC | 425,860 | -493 | $15,016 | | SPDR S&P 500 ETF TR (SPY) |
26,782 |
-706 |
$14,010 | | SPY | 26,782 | -706 | $14,010 | | SCHWAB STRATEGIC TR |
255,596 |
-98,052 |
$12,322 | | SCHO | 255,596 | -98,052 | $12,322 | | VANGUARD WORLD FD (VGT) |
17,850 |
-198 |
$9,360 | | VGT | 17,850 | -198 | $9,360 | | VANGUARD INDEX FDS (VTI) |
32,785 |
-440 |
$8,521 | | VTI | 32,785 | -440 | $8,521 | | SCHWAB STRATEGIC TR |
172,935 |
-3,562 |
$8,515 | | SCHA | 172,935 | -3,562 | $8,515 | | VANGUARD BD INDEX FDS (BND) |
115,683 |
-4,094 |
$8,402 | | BND | 115,683 | -4,094 | $8,402 | | SELECT SECTOR SPDR TR (XLK) |
24,966 |
+457 |
$5,200 | | XLK | 24,966 | +457 | $5,200 | | MICROSOFT CORP |
11,414 |
+79 |
$4,802 | | MSFT | 11,414 | +79 | $4,802 |  BERKSHIRE HATHAWAY INC DEL |
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$3,675 | | BRK.B | 8,740 | -60 | $3,675 | | INVESCO EXCHANGE TRADED FD T (RSP) |
18,218 |
-378 |
$3,086 | | RSP | 18,218 | -378 | $3,086 | | ISHARES TR (IWM) |
13,723 |
-23 |
$2,886 | | IWM | 13,723 | -23 | $2,886 | | VANGUARD BD INDEX FDS (VUSB) |
56,674 |
-15,487 |
$2,808 | | VUSB | 56,674 | -15,487 | $2,808 | | FIRST TR EXCHNG TRADED FD VI (XJUN) |
71,560 |
-371 |
$2,591 | | XJUN | 71,560 | -371 | $2,591 | | VANGUARD WHITEHALL FDS (VYM) |
16,954 |
-500 |
$2,051 | | VYM | 16,954 | -500 | $2,051 | | NVIDIA CORPORATION |
2,075 |
+45 |
$1,874 | | NVDA | 2,075 | +45 | $1,874 | | SSGA ACTIVE ETF TR (TOTL) |
46,615 |
-2,000 |
$1,867 | | TOTL | 46,615 | -2,000 | $1,867 | | UNION PAC CORP |
7,396 |
-76 |
$1,819 | | UNP | 7,396 | -76 | $1,819 | | JPMORGAN CHASE & CO |
8,364 |
-64 |
$1,675 | | JPM | 8,364 | -64 | $1,675 | | SCHWAB STRATEGIC TR |
25,938 |
-12 |
$1,610 | | SCHX | 25,938 | -12 | $1,610 | | ALPHABET INC |
10,393 |
-93 |
$1,582 | | GOOG | 10,393 | -93 | $1,582 | | BANK AMERICA CORP |
41,530 |
-102 |
$1,575 | | BAC | 41,530 | -102 | $1,575 | | SPDR SER TR (SDY) |
12,000 |
UNCH |
$1,575 | | SDY | 12,000 | UNCH | $1,575 | | VANGUARD MUN BD FDS (VTEB) |
28,284 |
UNCH |
$1,431 | | VTEB | 28,284 | UNCH | $1,431 | | ALPHABET INC |
8,168 |
-486 |
$1,233 | | GOOGL | 8,168 | -486 | $1,233 | | NUCOR CORP |
6,095 |
-83 |
$1,209 | | NUE | 6,095 | -83 | $1,209 | | JOHNSON & JOHNSON |
7,322 |
-67 |
$1,158 | | JNJ | 7,322 | -67 | $1,158 | | SCHWAB STRATEGIC TR |
12,849 |
+7,601 |
$1,046 | | SCHM | 12,849 | +7,601 | $1,046 | | ELI LILLY & CO |
1,198 |
+45 |
$932 | | LLY | 1,198 | +45 | $932 | | ISHARES TR (IVV) |
1,739 |
-39 |
$914 | | IVV | 1,739 | -39 | $914 | | VANGUARD INDEX FDS (VNQ) |
10,429 |
UNCH |
$902 | | VNQ | 10,429 | UNCH | $902 |
See Full List: All Stocks Held By Bouchey Financial Group Ltd
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bouchey Financial Group Ltd
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