Bouchey Financial Group Ltd

RIA/Wealth

Bouchey Financial Group Ltd is a RIA/Wealth based in Troy, NY led by Steven Bernard Bouchey, reporting $1.4B in AUM as of Q3 2025 with 88% ETF concentration, 72% concentrated in top 10 holdings, and 18% allocation to QQQ.

PresidentSteven Bernard Bouchey

Portfolio Value: $1.3B
Positions: 152
Top Holding: QQQ at 17.53%
Last Reported: Q3 2025

Address1819 Fifth Avenue, Troy, NY, 12180-3302, United States

Top Holdings

Largest long holdings in Bouchey Financial Group Ltd's portfolio (71.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Invesco QQQ Trust QQQ	ETF ETF	$227.4M	17.53%	-$782.5K Sold	— 378.7K shares	Q1 2014 Held for 11y 8m
2 Schwab U.S. Broad Market SCHB	ETF ETF	$213.9M	16.48%	+$1.1M Bought	— 8.3M shares	Q4 2013 Held for 11y 11m
3 Schwab US Dividend Equity SCHD	ETF ETF	$84.5M	6.51%	+$1.4M Bought	— 3.1M shares	Q2 2017 Held for 8y 5m
4 Dimensional US High Profitability DUHP	ETF ETF	$80.2M	6.18%	+$840.3K Bought	— 2.1M shares	Q1 2023 Held for 2y 8m
5 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$77.0M	5.93%	-$80.7K Sold	— 865.5K shares	Q1 2020 Held for 5y 8m
6 Apple AAPL	Consumer Electronics Technology	$75.3M	5.80%	-$112.3K Sold	0.00% 295.8K shares	Q4 2013 Held for 11y 11m
7 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$69.9M	5.39%	+$2.9M Bought	— 697.2K shares	Q2 2019 Held for 6y 5m
8 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$36.5M	2.82%	+$1.7M Bought	— 768.1K shares	Q2 2025 Held for 5 months
9 Vanguard Mid-Cap Fund VO	ETF ETF	$33.4M	2.57%	+$302.0K Bought	— 113.6K shares	Q4 2023 Held for 1y 11m
10 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$32.1M	2.48%	+$1.6M Bought	— 1.3M shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Bouchey Financial Group Ltd's latest filing

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Market Value

$1.3B

Prior: $1.2B

Q/Q Change

+7.87%

+$94.7M

Net Flows % of MV

+0.836%

Turnover Ratio

0.875%

New Purchases

8 stocks

$2.2M

Added To

58 stocks

+$13.7M

Sold Out Of

5 stocks

$1.6M

Reduced Holdings

44 stocks

-$3.4M

Increased Positions

Position	Shares Δ	Change
1 MPLX MPLX	New	0 → 10.6K +$527.9K
2 Palantir Technologies Inc. PLTR	New	0 → 1.6K +$283.5K
3 Taiwan Semiconductor Manufacturing Company TSM	New	0 → 892.0 +$249.4K
4 GLDM SPDR Gold MiniShares Trust GLDM	New	0 → 3.1K +$240.5K
5 Vanguard ESG U.S. Stock ESGV	New	0 → 1.9K +$221.1K

Decreased Positions

Position	Shares Δ	Change
1 Sixth Street Specialty Lending TSLX	Sold	30.3K → 0 −$720.3K
2 FactSet Research Systems FDS	Sold	537.0 → 0 −$240.2K
3 Coca-Cola KO	Sold	3.1K → 0 −$218.2K
4 Booking Holdings Inc. BKNG	Sold	36.0 → 0 −$208.4K
5 SCHO Schwab Short-Term U.S. Treasury SCHO	Sold	8.4K → 0 −$203.8K

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Analytics

Portfolio insights and performance metrics for Bouchey Financial Group Ltd

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Sector Allocation

ETF

87.50%

Technology

7.20%

Consumer Cyclical

2.30%

Financial Services

0.90%

Communication Services

0.50%

Industrials

0.50%

Healthcare

0.40%

Consumer Defensive

0.30%

Energy

0.20%

Utilities

0.10%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

11.39%

Large Cap ($10B - $200B)

1.03%

Mid Cap ($2B - $10B)

0.00%

Small Cap ($300M - $2B)

0.01%

N/A (ETF or Unknown)

87.58%

Portfolio Concentration

Top 10 Holdings %

71.7%

Top 20 Holdings %

89.16%

Top 50 Holdings %

96.62%

Top 100 Holdings %

98.93%