Chief Compliance Officer

0001951757-23-000605.txt : 20231024 0001951757-23-000605.hdr.sgml : 20231024 20231024171231 ACCESSION NUMBER: 0001951757-23-000605 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231024 DATE AS OF CHANGE: 20231024 EFFECTIVENESS DATE: 20231024 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bouchey Financial Group Ltd CENTRAL INDEX KEY: 0001599054 IRS NUMBER: 141784864 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15804 FILM NUMBER: 231343397 BUSINESS ADDRESS: STREET 1: 1819 5TH AVE CITY: TROY STATE: NY ZIP: 12833 BUSINESS PHONE: 518 859-3331 MAIL ADDRESS: STREET 1: 1819 5TH AVE CITY: TROY STATE: NY ZIP: 12833 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001599054 XXXXXXXX 09-30-2023 09-30-2023 Bouchey Financial Group Ltd

1819 5TH AVE TROY NY 12833

13F HOLDINGS REPORT 028-15804 N David Clarke Chief Compliance Officer (518) 720-3333 David Clarke Troy NY 10-24-2023 0 125 815776320 false INFORMATION TABLE 2 F_13F_Bouchey_Q32023.xml INVESCO QQQ TR UNIT SER 1 46090E103 134993237 376751 SH SOLE 0 0 376751 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 107445155 2155369 SH SOLE 0 0 2155369 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 48907977 691181 SH SOLE 0 0 691181 APPLE INC COM 037833100 45637126 266556 SH SOLE 0 0 266556 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 34105048 1211547 SH SOLE 0 0 1211547 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 33446878 637205 SH SOLE 0 0 637205 WISDOMTREE TR US QTLY DIV GRT 97717X669 32486760 511683 SH SOLE 0 0 511683 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 31057539 241242 SH SOLE 0 0 241242 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 29116260 1133369 SH SOLE 0 0 1133369 PROSHARES TR S&P MDCP 400 DIV 74347B680 28876864 432677 SH SOLE 0 0 432677 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 27880676 721363 SH SOLE 0 0 721363 ISHARES TR CORE US AGGBD ET 464287226 25717246 273471 SH SOLE 0 0 273471 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 25158191 365618 SH SOLE 0 0 365618 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 24475216 456968 SH SOLE 0 0 456968 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U786 22061264 670759 SH SOLE 0 0 670759 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 15384011 382022 SH SOLE 0 0 382022 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 14963317 312452 SH SOLE 0 0 312452 AMAZON COM INC COM 023135106 14699395 115634 SH SOLE 0 0 115634 SPDR S&P 500 ETF TR TR UNIT 78462F103 11754650 27496 SH SOLE 0 0 27496 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11671328 281780 SH SOLE 0 0 281780 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 10433449 217636 SH SOLE 0 0 217636 VANGUARD WORLD FDS INF TECH ETF 92204A702 7594120 18301 SH SOLE 0 0 18301 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6721547 31644 SH SOLE 0 0 31644 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 4191923 85219 SH SOLE 0 0 85219 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4077094 24871 SH SOLE 0 0 24871 MICROSOFT CORP COM 594918104 3486968 11043 SH SOLE 0 0 11043 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2777550 19603 SH SOLE 0 0 19603 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2557190 7300 SH SOLE 0 0 7300 ISHARES TR RUSSELL 2000 ETF 464287655 2406884 13616 SH SOLE 0 0 13616 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740U844 2224590 67157 SH SOLE 0 0 67157 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1551764 15019 SH SOLE 0 0 15019 UNION PAC CORP COM 907818108 1521467 7472 SH SOLE 0 0 7472 ALPHABET INC CAP STK CL C 02079K107 1410136 10695 SH SOLE 0 0 10695 SPDR SER TR S&P DIVID ETF 78464A763 1380120 12000 SH SOLE 0 0 12000 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1360461 28284 SH SOLE 0 0 28284 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1319710 26081 SH SOLE 0 0 26081 ISHARES TR FLTG RATE NT ETF 46429B655 1291792 25384 SH SOLE 0 0 25384 JPMORGAN CHASE & CO COM 46625H100 1266798 8735 SH SOLE 0 0 8735 JOHNSON & JOHNSON COM 478160104 1189466 7637 SH SOLE 0 0 7637 ALPHABET INC CAP STK CL A 02079K305 1150260 8790 SH SOLE 0 0 8790 BANK AMERICA CORP COM 060505104 1132941 41378 SH SOLE 0 0 41378 FIRST TR EXCHNG TRADED FD VI CBOE VEST US BUF 33740F748 1024487 26749 SH SOLE 0 0 26749 NUCOR CORP COM 670346105 981657 6278 SH SOLE 0 0 6278 FIRST TR EXCHNG TRADED FD VI US EQT BUFFER 33740F763 858613 22027 SH SOLE 0 0 22027 NVIDIA CORPORATION COM 67066G104 836688 1923 SH SOLE 0 0 1923 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 808004 10677 SH SOLE 0 0 10677 FIRST TR EXCHNG TRADED FD VI CBOE EQT BUFER 33740F847 789398 20313 SH SOLE 0 0 20313 EXXON MOBIL CORP COM 30231G102 728990 6200 SH SOLE 0 0 6200 ISHARES TR CORE S&P500 ETF 464287200 704800 1639 SH SOLE 0 0 1639 UNITEDHEALTH GROUP INC COM 91324P102 681665 1352 SH SOLE 0 0 1352 VANGUARD INDEX FDS GROWTH ETF 922908736 678869 2493 SH SOLE 0 0 2493 PHILIP MORRIS INTL INC COM 718172109 644421 6946 SH SOLE 0 0 6946 TESLA INC COM 88160R101 637061 2546 SH SOLE 0 0 2546 FIRST TR EXCHNG TRADED FD VI FT CBOE US EQ MD 33740F458 626353 20421 SH SOLE 0 0 20421 ELI LILLY & CO COM 532457108 619527 1153 SH SOLE 0 0 1153 SIXTH STREET SPECIALTY LENDI COM 83012A109 618351 30252 SH SOLE 0 0 30252 ABBVIE INC COM 00287Y109 616378 4135 SH SOLE 0 0 4135 MCDONALDS CORP COM 580135101 612621 2325 SH SOLE 0 0 2325 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 580871 41402 SH SOLE 0 0 41402 PROCTER AND GAMBLE CO COM 742718109 560868 3845 SH SOLE 0 0 3845 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 527090 1341 SH SOLE 0 0 1341 ISHARES TR MSCI USA MIN VOL 46429B697 518024 7157 SH SOLE 0 0 7157 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 514815 3580 SH SOLE 0 0 3580 PEPSICO INC COM 713448108 513980 3033 SH SOLE 0 0 3033 VANGUARD INDEX FDS VALUE ETF 922908744 509928 3697 SH SOLE 0 0 3697 VANGUARD INDEX FDS SMALL CP ETF 922908751 507039 2682 SH SOLE 0 0 2682 INTERNATIONAL BUSINESS MACHS COM 459200101 502871 3584 SH SOLE 0 0 3584 SELECT SECTOR SPDR TR ENERGY 81369Y506 475000 5255 SH SOLE 0 0 5255 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 457245 4397 SH SOLE 0 0 4397 LOCKHEED MARTIN CORP COM 539830109 445920 1090 SH SOLE 0 0 1090 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 442414 8792 SH SOLE 0 0 8792 HOME DEPOT INC COM 437076102 442209 1463 SH SOLE 0 0 1463 ARES CAPITAL CORP COM 04010L103 434785 22331 SH SOLE 0 0 22331 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 428286 8300 SH SOLE 0 0 8300 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 426787 8228 SH SOLE 0 0 8228 FIRST TR EXCHNG TRADED FD VI VEST US BUFFER 33740F862 425871 11393 SH SOLE 0 0 11393 ISHARES TR CORE S&P SCP ETF 464287804 410943 4341 SH SOLE 0 0 4341 GOLDMAN SACHS ETF TR EQUAL WEIGHT US 381430438 406583 6807 SH SOLE 0 0 6807 PAYCHEX INC COM 704326107 405906 3520 SH SOLE 0 0 3520 VERIZON COMMUNICATIONS INC COM 92343V104 394527 12173 SH SOLE 0 0 12173 META PLATFORMS INC CL A 30303M102 390574 1301 SH SOLE 0 0 1301 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 364580 4537 SH SOLE 0 0 4537 AMGEN INC COM 031162100 360539 1341 SH SOLE 0 0 1341 WISDOMTREE TR US LARGECAP FUND 97717W588 357537 7815 SH SOLE 0 0 7815 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQU 33740F425 357037 11842 SH SOLE 0 0 11842 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 355185 5248 SH SOLE 0 0 5248 HONEYWELL INTL INC COM 438516106 347496 1881 SH SOLE 0 0 1881 ALTRIA GROUP INC COM 02209S103 343789 8156 SH SOLE 0 0 8156 VISA INC COM CL A 92826C839 337475 1467 SH SOLE 0 0 1467 ADVANCED MICRO DEVICES INC COM 007903107 336736 3275 SH SOLE 0 0 3275 ISHARES TR EXPND TEC SC ETF 464287549 322943 845 SH SOLE 0 0 845 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 320737 700 SH SOLE 0 0 700 ISHARES TR MORNINGSTAR GRWT 464287119 302446 5060 SH SOLE 0 0 5060 NEXTERA ENERGY INC COM 65339F101 296992 5184 SH SOLE 0 0 5184 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 296682 6275 SH SOLE 0 0 6275 ISHARES TR RUS MID CAP ETF 464287499 292859 4229 SH SOLE 0 0 4229 CISCO SYS INC COM 17275R102 283531 5274 SH SOLE 0 0 5274 MICROCHIP TECHNOLOGY INC. COM 595017104 282151 3615 SH SOLE 0 0 3615 WELLS FARGO CO NEW COM 949746101 272823 6677 SH SOLE 0 0 6677 WALMART INC COM 931142103 264867 1656 SH SOLE 0 0 1656 DEERE & CO COM 244199105 263967 698 SH SOLE 0 0 698 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 258963 4981 SH SOLE 0 0 4981 WISDOMTREE TR US AI ENHANCED 97717W406 252654 2840 SH SOLE 0 0 2840 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 244061 1567 SH SOLE 0 0 1567 BLACKSTONE INC COM 09260D107 238280 2224 SH SOLE 0 0 2224 ISHARES TR RUS TOP 200 ETF 464289446 236201 2285 SH SOLE 0 0 2285 COMCAST CORP NEW CL A 20030N101 235107 5302 SH SOLE 0 0 5302 AMERICAN EXPRESS CO COM 025816109 232140 1556 SH SOLE 0 0 1556 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 231044 4720 SH SOLE 0 0 4720 INNOVATOR ETFS TR US EQTY PWR BUF 45782C383 225623 6737 SH SOLE 0 0 6737 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 225158 6788 SH SOLE 0 0 6788 AT&T INC COM 00206R102 225008 14980 SH SOLE 0 0 14980 FACTSET RESH SYS INC COM 303075105 223003 510 SH SOLE 0 0 510 ISHARES TR US HLTHCR PR ETF 464288828 222351 900 SH SOLE 0 0 900 VANGUARD INDEX FDS LARGE CAP ETF 922908637 222288 1136 SH SOLE 0 0 1136 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 215969 5508 SH SOLE 0 0 5508 CATERPILLAR INC COM 149123101 212272 778 SH SOLE 0 0 778 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 211725 786 SH SOLE 0 0 786 GENERAL ELECTRIC CO COM NEW 369604301 209598 1896 SH SOLE 0 0 1896 PALO ALTO NETWORKS INC COM 697435105 208652 890 SH SOLE 0 0 890 WISDOMTREE TR US ESG FUND 97717W596 204738 4635 SH SOLE 0 0 4635 MONDELEZ INTL INC CL A 609207105 202024 2911 SH SOLE 0 0 2911 ISHARES TR MRGSTR MD CP ETF 464288208 201698 3360 SH SOLE 0 0 3360 S&P GLOBAL INC COM 78409V104 201341 551 SH SOLE 0 0 551 KEYCORP COM 493267108 201263 18705 SH DFND 0 0 18705