Bouchey Financial Group Ltd
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| INVESCO EXCH TRADED FD TR II | 857 | 587,964 | +587,107 | 211,782 | 148,707,855 | +148,496,073 |
| VANGUARD INDEX FDS | 0 | 242,835 | +242,835 | 0 | 152,289,106 | +152,289,106 |
| VANECK ETF TRUST | 0 | 50,823 | +50,823 | 0 | 18,302,979 | +18,302,979 |
| VANECK BITCOIN ETF | 0 | 686,899 | +686,899 | 0 | 16,987,013 | +16,987,013 |
| VANECK ETF TRUST | 0 | 131,760 | +131,760 | 0 | 16,364,600 | +16,364,600 |
| SELECT SECTOR SPDR TR | 0 | 47,363 | +47,363 | 0 | 6,818,857 | +6,818,857 |
| ISHARES TR | 697,156 | 752,135 | +54,979 | 69,889,864 | 75,123,239 | +5,233,375 |
| J P MORGAN EXCHANGE TRADED F | 768,113 | 878,614 | +110,501 | 36,523,797 | 41,655,133 | +5,131,336 |
| SCHWAB STRATEGIC TR | 0 | 1,416,984 | +1,416,984 | 0 | 35,537,964 | +35,537,964 |
| J P MORGAN EXCHANGE TRADED F | 474,016 | 517,009 | +42,993 | 27,066,287 | 29,663,044 | +2,596,757 |
| SCHWAB STRATEGIC TR | 0 | 1,427,118 | +1,427,118 | 0 | 32,780,905 | +32,780,905 |
| SPDR SERIES TRUST | 0 | 12,000 | +12,000 | 0 | 1,669,920 | +1,669,920 |
| SSGA ACTIVE ETF TR | 0 | 35,761 | +35,761 | 0 | 1,439,376 | +1,439,376 |
| DIMENSIONAL ETF TRUST | 2,123,599 | 2,144,055 | +20,456 | 80,208,329 | 81,538,402 | +1,330,073 |
| SELECT SECTOR SPDR TR | 0 | 7,628 | +7,628 | 0 | 1,180,815 | +1,180,815 |
| WISDOMTREE TR | 0 | 872,577 | +872,577 | 0 | 78,034,552 | +78,034,552 |
| ALPHABET INC | 11,009 | 11,387 | +378 | 2,681,160 | 3,573,220 | +892,060 |
| ALPHABET INC | 9,456 | 9,909 | +453 | 2,298,762 | 3,101,529 | +802,767 |
| NVIDIA CORPORATION | 28,717 | 31,960 | +3,243 | 5,358,147 | 5,960,605 | +602,458 |
| FIRST TR EXCHNG TRADED FD VI | 773,675 | 768,733 | -4,942 | 28,517,661 | 29,014,751 | +497,090 |
| ISHARES TR | 0 | 4,263 | +4,263 | 0 | 456,610 | +456,610 |
| FIRST TR EXCHNG TRADED FD VI | 0 | 11,558 | +11,558 | 0 | 437,124 | +437,124 |
| SELECT SECTOR SPDR TR | 0 | 7,806 | +7,806 | 0 | 427,529 | +427,529 |
| FIRST TR EXCHNG TRADED FD VI | 5,323 | 15,501 | +10,178 | 213,450 | 634,335 | +420,885 |
| AMAZON COM INC | 116,660 | 112,780 | -3,880 | 25,615,037 | 26,031,880 | +416,843 |
| FIRST TR EXCHNG TRADED FD VI | 449,730 | 448,716 | -1,014 | 17,231,361 | 17,630,052 | +398,691 |
| ELI LILLY & CO | 1,089 | 1,123 | +34 | 830,792 | 1,207,301 | +376,509 |
| VANGUARD INDEX FDS | 0 | 116,365 | +116,365 | 0 | 33,771,349 | +33,771,349 |
| LAM RESEARCH CORP | 0 | 1,810 | +1,810 | 0 | 310,213 | +310,213 |
| ADVANCED MICRO DEVICES INC | 3,782 | 4,171 | +389 | 611,890 | 893,262 | +281,372 |
| ISHARES TR | 0 | 2,275 | +2,275 | 0 | 276,663 | +276,663 |
| MICRON TECHNOLOGY INC | 6,407 | 4,676 | -1,731 | 1,072,020 | 1,334,955 | +262,935 |
| REGENERON PHARMACEUTICALS | 0 | 330 | +330 | 0 | 254,736 | +254,736 |
| SPDR SERIES TRUST | 0 | 1,400 | +1,400 | 0 | 245,798 | +245,798 |
| SPDR S&P 500 ETF TR | 0 | 23,794 | +23,794 | 0 | 16,228,158 | +16,228,158 |
| CROWDSTRIKE HLDGS INC | 0 | 469 | +469 | 0 | 219,849 | +219,849 |
| TJX COS INC NEW | 0 | 1,415 | +1,415 | 0 | 217,359 | +217,359 |
| TESLA INC | 0 | 4,156 | +4,156 | 0 | 1,869,037 | +1,869,037 |
| COCA COLA CO | 0 | 3,021 | +3,021 | 0 | 211,216 | +211,216 |
| THERMO FISHER SCIENTIFIC INC | 0 | 358 | +358 | 0 | 207,586 | +207,586 |
| VANGUARD NY TAX FREE FDS | 0 | 1,972 | +1,972 | 0 | 203,570 | +203,570 |
| MERCK & CO INC | 0 | 1,919 | +1,919 | 0 | 203,454 | +203,454 |
| GOLDMAN SACHS GROUP INC | 0 | 231 | +231 | 0 | 203,310 | +203,310 |
| JOHNSON & JOHNSON | 7,249 | 7,366 | +117 | 1,344,154 | 1,524,358 | +180,204 |
| BROADCOM INC | 2,123 | 2,526 | +403 | 700,423 | 874,229 | +173,806 |
| NUCOR CORP | 6,134 | 6,146 | +12 | 834,124 | 1,005,936 | +171,812 |
| VANGUARD INDEX FDS | 0 | 30,110 | +30,110 | 0 | 10,094,928 | +10,094,928 |
| CATERPILLAR INC | 936 | 980 | +44 | 446,809 | 561,165 | +114,356 |
| BANK AMERICA CORP | 28,267 | 28,425 | +158 | 1,458,293 | 1,563,381 | +105,088 |
| CISCO SYS INC | 9,226 | 9,494 | +268 | 631,277 | 731,307 | +100,030 |
| AMGEN INC | 1,766 | 1,762 | -4 | 498,440 | 576,856 | +78,416 |
| VANGUARD WORLD FD | 0 | 797 | +797 | 0 | 328,978 | +328,978 |
| WELLS FARGO CO NEW | 0 | 7,592 | +7,592 | 0 | 707,591 | +707,591 |
| JPMORGAN CHASE & CO. | 8,703 | 8,740 | +37 | 2,745,148 | 2,816,210 | +71,062 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 1,035 | +1,035 | 0 | 314,801 | +314,801 |
| SCHWAB STRATEGIC TR | 0 | 285,831 | +285,831 | 0 | 8,140,472 | +8,140,472 |
| S&P GLOBAL INC | 0 | 643 | +643 | 0 | 336,026 | +336,026 |
| ISHARES TR | 12,621 | 12,623 | +2 | 3,053,778 | 3,107,278 | +53,500 |
| EXXON MOBIL CORP | 4,523 | 4,674 | +151 | 509,972 | 562,450 | +52,478 |
| INTERNATIONAL BUSINESS MACHS | 3,045 | 3,072 | +27 | 859,058 | 910,028 | +50,970 |
| MORGAN STANLEY | 2,268 | 2,312 | +44 | 360,522 | 410,450 | +49,928 |
| META PLATFORMS INC | 1,327 | 1,551 | +224 | 974,558 | 1,023,848 | +49,290 |
| VANGUARD BD INDEX FDS | 0 | 25,409 | +25,409 | 0 | 1,266,385 | +1,266,385 |
| VANGUARD WHITEHALL FDS | 0 | 17,541 | +17,541 | 0 | 2,517,537 | +2,517,537 |
| DANAHER CORPORATION | 1,282 | 1,304 | +22 | 254,470 | 298,817 | +44,347 |
| RTX CORPORATION | 0 | 2,674 | +2,674 | 0 | 490,488 | +490,488 |
| NEXTERA ENERGY INC | 6,407 | 6,513 | +106 | 483,665 | 522,864 | +39,199 |
| MPLX LP | 10,568 | 10,568 | 0 | 527,872 | 564,015 | +36,143 |
| PALANTIR TECHNOLOGIES INC | 1,554 | 1,797 | +243 | 283,481 | 319,417 | +35,936 |
| SCHWAB STRATEGIC TR | 0 | 77,364 | +77,364 | 0 | 2,081,879 | +2,081,879 |
| KEYCORP | 17,345 | 17,345 | 0 | 324,177 | 358,004 | +33,827 |
| GE VERNOVA INC | 697 | 706 | +9 | 428,586 | 461,421 | +32,835 |
| WORLD GOLD TR | 0 | 3,146 | +3,146 | 0 | 268,575 | +268,575 |
| GE AEROSPACE | 2,895 | 2,913 | +18 | 871,459 | 897,897 | +26,438 |
| MASTERCARD INCORPORATED | 380 | 416 | +36 | 216,210 | 237,607 | +21,397 |
| VANGUARD INDEX FDS | 0 | 2,559 | +2,559 | 0 | 1,248,434 | +1,248,434 |
| PEPSICO INC | 2,300 | 2,381 | +81 | 323,068 | 343,483 | +20,415 |
| VANGUARD INTL EQUITY INDEX F | 0 | 8,228 | +8,228 | 0 | 605,252 | +605,252 |
| VANGUARD INDEX FDS | 0 | 4,041 | +4,041 | 0 | 771,791 | +771,791 |
| SCHWAB STRATEGIC TR | 0 | 38,980 | +38,980 | 0 | 1,172,129 | +1,172,129 |
| ISHARES TR | 5,070 | 5,070 | 0 | 638,567 | 654,842 | +16,275 |
| FIRST TR EXCHNG TRADED FD VI | 116,500 | 114,499 | -2,001 | 4,671,650 | 4,687,590 | +15,940 |
| WISDOMTREE TR | 0 | 7,815 | +7,815 | 0 | 553,771 | +553,771 |
| MICROCHIP TECHNOLOGY INC. | 3,612 | 3,771 | +159 | 231,963 | 240,289 | +8,326 |
| VANGUARD INDEX FDS | 0 | 1,136 | +1,136 | 0 | 357,587 | +357,587 |
| AMERICAN ELEC PWR CO INC | 2,067 | 2,078 | +11 | 232,538 | 239,615 | +7,077 |
| PROSHARES TR | 3,717 | 7,424 | +3,707 | 384,338 | 391,394 | +7,056 |
| FIDELITY COMWLTH TR | 2,931 | 2,931 | 0 | 261,241 | 267,894 | +6,653 |
| ISHARES TR | 5,712 | 5,699 | -13 | 678,757 | 684,906 | +6,149 |
| VANGUARD WORLD FD | 0 | 2,721 | +2,721 | 0 | 363,227 | +363,227 |
| VANGUARD WORLD FD | 0 | 15,224 | +15,224 | 0 | 11,475,560 | +11,475,560 |
| ISHARES TR | 2,255 | 2,229 | -26 | 374,556 | 380,335 | +5,779 |
| SCHWAB STRATEGIC TR | 0 | 8,378 | +8,378 | 0 | 274,799 | +274,799 |
| SCHWAB STRATEGIC TR | 0 | 7,972 | +7,972 | 0 | 260,033 | +260,033 |
| INVESCO EXCHANGE TRADED FD T | 16,227 | 16,099 | -128 | 3,078,220 | 3,083,841 | +5,621 |
| ISHARES TR | 2,808 | 2,808 | 0 | 225,625 | 231,206 | +5,581 |
| VANGUARD SPECIALIZED FUNDS | 0 | 1,519 | +1,519 | 0 | 333,801 | +333,801 |
| DIMENSIONAL ETF TRUST | 2,890 | 2,890 | 0 | 209,352 | 214,352 | +5,000 |
| VANGUARD WORLD FD | 0 | 1,867 | +1,867 | 0 | 225,833 | +225,833 |
| FIRST TR EXCHNG TRADED FD VI | 17,563 | 17,358 | -205 | 645,364 | 649,811 | +4,447 |