Chief Compliance Officer

0001951757-24-000366.txt : 20240423 0001951757-24-000366.hdr.sgml : 20240423 20240423095300 ACCESSION NUMBER: 0001951757-24-000366 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240423 EFFECTIVENESS DATE: 20240423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bouchey Financial Group Ltd CENTRAL INDEX KEY: 0001599054 ORGANIZATION NAME: 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: 24862969 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 03-31-2024 03-31-2024 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 04-23-2024 0 149 1016162390 false INFORMATION TABLE 2 F_13F_Bouchey_Q12024.xml INVESCO QQQ TR UNIT SER 1 46090E103 172771713 389043 SH SOLE 0 0 389043 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 149003215 2440675 SH SOLE 0 0 2440675 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 65606021 813668 SH SOLE 0 0 813668 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 52975385 1675906 SH SOLE 0 0 1675906 APPLE INC COM 037833100 45764498 266880 SH SOLE 0 0 266880 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 44609893 1267687 SH SOLE 0 0 1267687 WISDOMTREE TR US QTLY DIV GRT 97717X669 39287015 515645 SH SOLE 0 0 515645 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 35277303 238796 SH SOLE 0 0 238796 ISHARES TR CORE US AGGBD ET 464287226 28788587 293941 SH SOLE 0 0 293941 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 28721810 376137 SH SOLE 0 0 376137 VANGUARD INDEX FDS MID CAP ETF 922908629 27588076 110414 SH SOLE 0 0 110414 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 27095813 434646 SH SOLE 0 0 434646 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 22859664 395086 SH SOLE 0 0 395086 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 21368018 435637 SH SOLE 0 0 435637 AMAZON COM INC COM 023135106 21014812 116503 SH SOLE 0 0 116503 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 20817314 514008 SH SOLE 0 0 514008 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F698 16954837 438336 SH SOLE 0 0 438336 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 16095110 361769 SH SOLE 0 0 361769 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 15950393 206317 SH SOLE 0 0 206317 FIRST TR EXCHNG TRADED FD VI FT VEST U.S 33740U786 15015824 425860 SH SOLE 0 0 425860 SPDR S&P 500 ETF TR TR UNIT 78462F103 14009954 26782 SH SOLE 0 0 26782 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 12322302 255596 SH SOLE 0 0 255596 VANGUARD WORLD FD INF TECH ETF 92204A702 9359729 17850 SH SOLE 0 0 17850 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8520863 32785 SH SOLE 0 0 32785 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 8515331 172935 SH SOLE 0 0 172935 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 8402057 115683 SH SOLE 0 0 115683 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5199749 24966 SH SOLE 0 0 24966 MICROSOFT CORP COM 594918104 4802301 11414 SH SOLE 0 0 11414 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3675345 8740 SH SOLE 0 0 8740 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3085642 18218 SH SOLE 0 0 18218 ISHARES TR RUSSELL 2000 ETF 464287655 2886042 13723 SH SOLE 0 0 13723 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 2808197 56674 SH SOLE 0 0 56674 FIRST TR EXCHNG TRADED FD VI FT VEST U.S 33740U844 2591188 71560 SH SOLE 0 0 71560 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2051241 16954 SH SOLE 0 0 16954 NVIDIA CORPORATION COM 67066G104 1874460 2075 SH SOLE 0 0 2075 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1866929 46615 SH SOLE 0 0 46615 UNION PAC CORP COM 907818108 1818830 7396 SH SOLE 0 0 7396 JPMORGAN CHASE & CO COM 46625H100 1675375 8364 SH SOLE 0 0 8364 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1609684 25938 SH SOLE 0 0 25938 ALPHABET INC CAP STK CL C 02079K107 1582439 10393 SH SOLE 0 0 10393 SPDR SER TR S&P DIVID ETF 78464A763 1574880 12000 SH SOLE 0 0 12000 BANK AMERICA CORP COM 060505104 1574811 41530 SH SOLE 0 0 41530 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1431171 28284 SH SOLE 0 0 28284 ALPHABET INC CAP STK CL A 02079K305 1232797 8168 SH SOLE 0 0 8168 NUCOR CORP COM 670346105 1209413 6095 SH SOLE 0 0 6095 JOHNSON & JOHNSON COM 478160104 1158250 7322 SH SOLE 0 0 7322 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1046295 12849 SH SOLE 0 0 12849 ELI LILLY & CO COM 532457108 932309 1198 SH SOLE 0 0 1198 ISHARES TR CORE S&P500 ETF 464287200 914203 1739 SH SOLE 0 0 1739 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 901900 10429 SH SOLE 0 0 10429 VANGUARD INDEX FDS GROWTH ETF 922908736 857403 2491 SH SOLE 0 0 2491 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F847 776078 17347 SH SOLE 0 0 17347 ABBVIE INC COM 00287Y109 732771 4024 SH SOLE 0 0 4024 UNITEDHEALTH GROUP INC COM 91324P102 716326 1448 SH SOLE 0 0 1448 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F748 713260 16503 SH SOLE 0 0 16503 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F458 693487 20588 SH SOLE 0 0 20588 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740U661 663460 19591 SH SOLE 0 0 19591 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 651254 41402 SH SOLE 0 0 41402 SIXTH STREET SPECIALTY LENDI COM 83012A109 648301 30252 SH SOLE 0 0 30252 VANGUARD INDEX FDS VALUE ETF 922908744 641995 3942 SH SOLE 0 0 3942 MCDONALDS CORP COM 580135101 634388 2250 SH SOLE 0 0 2250 FIRST TR EXCHNG TRADED FD VI FT VEST U.S 33740F425 632274 19013 SH SOLE 0 0 19013 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 627467 3580 SH SOLE 0 0 3580 INTERNATIONAL BUSINESS MACHS COM 459200101 609407 3191 SH SOLE 0 0 3191 ADVANCED MICRO DEVICES INC COM 007903107 606808 3362 SH SOLE 0 0 3362 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 602207 1253 SH SOLE 0 0 1253 ISHARES TR MSCI USA MIN VOL 46429B697 598183 7157 SH SOLE 0 0 7157 PROCTER AND GAMBLE CO COM 742718109 590185 3637 SH SOLE 0 0 3637 VERIZON COMMUNICATIONS INC COM 92343V104 581776 13865 SH SOLE 0 0 13865 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F763 563668 12450 SH SOLE 0 0 12450 PHILIP MORRIS INTL INC COM 718172109 562788 6124 SH SOLE 0 0 6124 HOME DEPOT INC COM 437076102 558068 1455 SH SOLE 0 0 1455 FIRST TR EXCHNG TRADED FD VI FT VEST US 33740F631 539766 14981 SH SOLE 0 0 14981 PEPSICO INC COM 713448108 539753 3083 SH SOLE 0 0 3083 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 532121 8300 SH SOLE 0 0 8300 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT E 33740F318 500673 15762 SH SOLE 0 0 15762 LOCKHEED MARTIN CORP COM 539830109 486078 1069 SH SOLE 0 0 1069 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 482573 8228 SH SOLE 0 0 8228 AMGEN INC COM 031162100 479211 1685 SH SOLE 0 0 1685 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 476644 3847 SH SOLE 0 0 3847 ISHARES TR CORE S&P SCP ETF 464287804 476121 4308 SH SOLE 0 0 4308 ARES CAPITAL CORP COM 04010L103 464932 22331 SH SOLE 0 0 22331 TESLA INC COM 88160R101 442288 2516 SH SOLE 0 0 2516 GOLDMAN SACHS ETF TR EQUAL WEIGHT US 381430438 437297 6006 SH SOLE 0 0 6006 ISHARES TR EXPND TEC SC ETF 464287549 436933 5070 SH SOLE 0 0 5070 META PLATFORMS INC CL A 30303M102 434111 894 SH SOLE 0 0 894 WISDOMTREE TR US LARGECAP FUND 97717W588 432951 7815 SH SOLE 0 0 7815 PAYCHEX INC COM 704326107 432460 3522 SH SOLE 0 0 3522 EXXON MOBIL CORP COM 30231G102 430849 3707 SH SOLE 0 0 3707 VISA INC COM CL A 92826C839 413526 1482 SH SOLE 0 0 1482 WELLS FARGO CO NEW COM 949746101 400694 6913 SH SOLE 0 0 6913 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 390190 700 SH SOLE 0 0 700 HONEYWELL INTL INC COM 438516106 387108 1886 SH SOLE 0 0 1886 VANGUARD INDEX FDS SMALL CP ETF 922908751 383734 1679 SH SOLE 0 0 1679 VANGUARD WORLD FD FINANCIALS ETF 92204A405 382389 3735 SH SOLE 0 0 3735 ISHARES TR MORNINGSTAR GRWT 464287119 381929 5060 SH SOLE 0 0 5060 AMERICAN EXPRESS CO COM 025816109 360661 1584 SH SOLE 0 0 1584 ISHARES TR RUS MID CAP ETF 464287499 355617 4229 SH SOLE 0 0 4229 ALTRIA GROUP INC COM 02209S103 354389 8103 SH SOLE 0 0 8103 MICROCHIP TECHNOLOGY INC. COM 595017104 342244 3815 SH SOLE 0 0 3815 NEXTERA ENERGY INC COM 65339F101 331310 5184 SH SOLE 0 0 5184 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F474 318315 9468 SH SOLE 0 0 9468 CISCO SYS INC COM 17275R102 313136 6274 SH SOLE 0 0 6274 PALO ALTO NETWORKS INC COM 697435105 303167 1067 SH SOLE 0 0 1067 WALMART INC COM 931142103 290179 4816 SH SOLE 0 0 4816 CATERPILLAR INC COM 149123101 289876 791 SH SOLE 0 0 791 ISHARES TR RUS TOP 200 ETF 464289446 289453 2277 SH SOLE 0 0 2277 WISDOMTREE TR US AI ENHANCED 97717W406 289056 2840 SH SOLE 0 0 2840 DEERE & CO COM 244199105 287835 700 SH SOLE 0 0 700 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 285911 6788 SH SOLE 0 0 6788 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 285603 1564 SH SOLE 0 0 1564 AT&T INC COM 00206R102 285490 16221 SH SOLE 0 0 16221 GENERAL ELECTRIC CO COM NEW 369604301 283833 1617 SH SOLE 0 0 1617 VANGUARD INDEX FDS LARGE CAP ETF 922908637 272348 1136 SH SOLE 0 0 1136 KEYCORP COM 493267108 269280 17032 SH SOLE 0 0 17032 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 260221 819 SH SOLE 0 0 819 FASTENAL CO COM 311900104 251400 3259 SH SOLE 0 0 3259 ISHARES TR US HLTHCR PR ETF 464288828 245430 4500 SH SOLE 0 0 4500 ISHARES TR MRGSTR MD CP ETF 464288208 244709 3360 SH SOLE 0 0 3360 PROSHARES TR ULTRAPRO QQQ 74347X831 244517 3972 SH SOLE 0 0 3972 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 241490 5732 SH SOLE 0 0 5732 COMCAST CORP NEW CL A 20030N101 238100 5492 SH SOLE 0 0 5492 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 235528 4720 SH SOLE 0 0 4720 S&P GLOBAL INC COM 78409V104 233147 548 SH SOLE 0 0 548 FACTSET RESH SYS INC COM 303075105 231739 510 SH SOLE 0 0 510 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 228399 5468 SH SOLE 0 0 5468 BLACKSTONE INC COM 09260D107 225957 1720 SH SOLE 0 0 1720 AMERICAN ELEC PWR CO INC COM 025537101 225066 2614 SH SOLE 0 0 2614 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F516 219694 6123 SH SOLE 0 0 6123 CONSTELLATION BRANDS INC CL A 21036P108 219583 808 SH SOLE 0 0 808 ORACLE CORP COM 68389X105 219190 1745 SH SOLE 0 0 1745 SPDR SER TR SSGA US LRG ETF 78468R804 218036 1400 SH SOLE 0 0 1400 MORGAN STANLEY COM NEW 617446448 216049 2294 SH SOLE 0 0 2294 SHERWIN WILLIAMS CO COM 824348106 215692 621 SH SOLE 0 0 621 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F862 215644 5029 SH SOLE 0 0 5029 DISNEY WALT CO COM 254687106 215390 1760 SH SOLE 0 0 1760 MERCK & CO INC COM 58933Y105 213952 1619 SH SOLE 0 0 1619 ISHARES TR EXPONENTIAL TECH 46434V381 213917 3588 SH SOLE 0 0 3588 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 212257 4189 SH SOLE 0 0 4189 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740U737 210291 6106 SH SOLE 0 0 6106 FIRST TR EXCH TRADED FD III NEW YORK MUNI 33739P822 209635 7770 SH SOLE 0 0 7770 ISHARES TR U S EQUITY FACTR 46434V282 206900 3845 SH SOLE 0 0 3845 THE CIGNA GROUP COM 125523100 206656 569 SH SOLE 0 0 569 ISHARES TR MRGSTR MD CP VAL 464288406 203721 2808 SH SOLE 0 0 2808 ELEVANCE HEALTH INC COM 036752103 202750 391 SH SOLE 0 0 391 PROSHARES TR S&P MDCP 400 DIV 74347B680 201350 2563 SH SOLE 0 0 2563 BARINGS BDC INC COM 06759L103 95567 10276 SH SOLE 0 0 10276 PLUG POWER INC COM NEW 72919P202 67084 19501 SH SOLE 0 0 19501 SIRIUS XM HOLDINGS INC COM 82968B103 40753 10503 SH SOLE 0 0 10503