0001951757-23-000044.txt : 20230124 0001951757-23-000044.hdr.sgml : 20230124 20230124152338 ACCESSION NUMBER: 0001951757-23-000044 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230124 DATE AS OF CHANGE: 20230124 EFFECTIVENESS DATE: 20230124 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: 23547943 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 12-31-2022 12-31-2022 Bouchey Financial Group Ltd

1819 5TH AVE TROY NY 12833

13F HOLDINGS REPORT 028-15804 N DAVID W. CLARKE 518-720-3333 DAVID W. CLARKE TROY NY 01-24-2023 0 94 694311734 false INFORMATION TABLE 2 13FBoucheyQ42022.xml INVESCO QQQ TRUST UNIT SER 1 46090E103 96671517 363045 SH SOLE 0 0 363045 SCHWAB US BROAD MKT. ETF US BRD MKT ETF 808524102 90366471 2016659 SH SOLE 0 0 2016659 SCHWAB US DIV EQUITY ETF US DIVIDEND EQ 808524797 42287515 559803 SH SOLE 0 0 559803 SELECT SECTOR SPDR TR SBI CONS DISCRE 81369Y209 34381337 253083 SH SOLE 0 0 253083 APPLE INC. COM 037833100 33821159 260303 SH SOLE 0 0 260303 WISDOMTREE US QLT DIV US QTLY DIV GRT 97717X669 29913332 495582 SH SOLE 0 0 495582 INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF S&P500 EQL TEC 46137V282 29017329 119423 SH SOLE 0 0 119423 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 27798327 543467 SH SOLE 0 0 543467 SELECT SECTOR SPDR TR SBI CONS DISCRE 81369Y308 27253043 365567 SH SOLE 0 0 365567 ISHARES BARCLAYS AGGREGATE BOND CORE US AGGBD ET 464287226 26383719 272025 SH SOLE 0 0 272025 SPDR DOUBLELINE TOTAL RETURN TACT ETF SPDR TR TACTIC 78467V848 25816772 644775 SH SOLE 0 0 644775 PROSHARES TR S&P MDCP 400 DIV 74347B680 25417923 355247 SH SOLE 0 0 355247 VANGUARD INFORMATION TECHNOLOGY ETF INF TECH ETF 92204A702 24821703 77711 SH SOLE 0 0 77711 J P MORGAN EXCHANGE-TRADED EQUITY PREMIUM 46641Q332 24105001 442375 SH SOLE 0 0 442375 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U786 22061784 741433 SH SOLE 0 0 741433 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 13988795 289983 SH SOLE 0 0 289983 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 12899553 767831 SH SOLE 0 0 767831 SCHWAB US SMALL CAP ETF US SML CAP ETF 808524607 12420082 306593 SH SOLE 0 0 306593 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 9992077 202967 SH SOLE 0 0 202967 AMAZON.COM INC COM 023135106 9599184 114276 SH SOLE 0 0 114276 S&P 500 INDEX SPDR TR UNIT 78462F103 9494138 24826 SH SOLE 0 0 24826 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 7177182 146473 SH SOLE 0 0 146473 VANGUARD TOTAL STOCK MKT ETF TOTAL STK MKT 922908769 5556173 29061 SH SOLE 0 0 29061 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 5172615 129364 SH SOLE 0 0 129364 GUGGENHEIM S&P 500 EQUAL WEIGHT ETF S&P500 EQL WGT 46137V357 3019925 21380 SH SOLE 0 0 21380 SPDR TECHNOLOGY INDEX TECHNOLOGY 81369Y803 2943529 23654 SH SOLE 0 0 23654 MICROSOFT CORPORATION COM 594918104 2536615 10577 SH SOLE 0 0 10577 ISHARES TR RUSSELL 2000 ETF 464287655 2375306 13623 SH SOLE 0 0 13623 BERKSHIRE HATHAWAY INC B CL B NEW 084670702 1823746 5904 SH SOLE 0 0 5904 UNION PACIFIC CORPORATION COM 907818108 1564149 7554 SH SOLE 0 0 7554 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 1501320 12000 SH SOLE 0 0 12000 FIRST TR EXCHNG TRADED FD VI CBOE VEST US BUF 33740F748 1478325 42035 SH SOLE 0 0 42035 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740U844 1440289 46993 SH SOLE 0 0 46993 VANGUARD TAX-EXEMPT BOND ETF TAX EXEMPT BD 922907746 1397301 28234 SH SOLE 0 0 28234 BANK OF AMERICA CORP. COM 060505104 1386186 41853 SH SOLE 0 0 41853 SCHWAB US LARGE CAP ETF US LRG CAP ETF 808524201 1147449 25414 SH SOLE 0 0 25414 GOOGLE CLASS C SHARE CAP STK CL C 02079K107 1103801 12440 SH SOLE 0 0 12440 J.P. MORGAN CHASE & CO. COM 46625H100 1091218 8137 SH SOLE 0 0 8137 JOHNSON & JOHNSON COM 478160104 1011838 5728 SH SOLE 0 0 5728 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F847 996727 28061 SH SOLE 0 0 28061 GOOGLE INC. CAP STK CL A 02079K305 917592 10400 SH SOLE 0 0 10400 VANGUARD HIGH DIVIDEND YIELD ETF HIGH DIV YLD 921946406 888079 8207 SH SOLE 0 0 8207 FIRST TR EXCHNG TRADED FD VI US EQT BUFFER 33740F763 834303 23453 SH SOLE 0 0 23453 ISHARES MINIMUM VOLATILITY ETF MSCI USA MIN VOL 46429B697 817758 11342 SH SOLE 0 0 11342 NUCOR CORP COM 670346105 793265 6018 SH SOLE 0 0 6018 VANGUARD REIT VIPERS REAL ESTATE ETF 922908553 782240 9484 SH SOLE 0 0 9484 PHILIP MORRIS INTL INC COM 718172109 605872 5986 SH SOLE 0 0 5986 MCDONALDS CORP COM 580135101 585827 2223 SH SOLE 0 0 2223 ABBVIE INC COM 00287Y109 574200 3553 SH SOLE 0 0 3553 VANGUARD SMALL CAP VIPERS SMALL CP ETF 922908751 563045 3068 SH SOLE 0 0 3068 PEPSICO, INC. COM 713448108 541871 2999 SH SOLE 0 0 2999 PROCTER & GAMBLE CO. COM 742718109 533199 3518 SH SOLE 0 0 3518 INTERNATIONAL BUSINESS MACHINES COM 459200101 486775 3455 SH SOLE 0 0 3455 SELECT SECTOR SPDR TR ENERGY ENERGY 81369Y506 455281 5205 SH SOLE 0 0 5205 ALTRIA GROUP INC. COM 02209S103 449555 9835 SH SOLE 0 0 9835 VANGUARD VALUE ETF VALUE ETF 922908744 447359 3187 SH SOLE 0 0 3187 UNITEDHEALTH GROUP INC COM 91324P102 446412 842 SH SOLE 0 0 842 ISHARES TR CORE S&P500 ETF CORE S&P500 ETF 464287200 443488 1154 SH SOLE 0 0 1154 VANGUARD GROWTH VIPERS GROWTH ETF 922908736 439646 2063 SH SOLE 0 0 2063 NEXTERA ENERGY INC COM 65339F101 430373 5148 SH SOLE 0 0 5148 FIRST TR EXCHNG TRADED FD VI VEST US BUFFER 33740F862 424834 12259 SH SOLE 0 0 12259 HONEYWELL INTL INC COM 438516106 377382 1761 SH SOLE 0 0 1761 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 373195 4511 SH SOLE 0 0 4511 PUREFUNDS ISE CYBER SECURITY PRIME CYBR SCRTY 26924G201 365620 8300 SH SOLE 0 0 8300 VERIZON COMMUNICATIONS INC. COM 92343V104 354482 8997 SH SOLE 0 0 8997 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 352394 1003 SH SOLE 0 0 1003 VANGUARD WORLD FD ENERGY ETF ENERGY ETF 92204A306 350742 2892 SH SOLE 0 0 2892 SCHWAB US MID-CAP ETF US MID-CAP ETF 808524508 344321 5248 SH SOLE 0 0 5248 HOME DEPOT INC COM 437076102 323125 1023 SH SOLE 0 0 1023 KEYCORP INC COM 493267108 322549 18516 SH SOLE 0 0 18516 GOLDMAN SACHS EQUAL WGHT US LG CP EQ ETF EQUAL WEIGHT US 381430438 316352 5460 SH SOLE 0 0 5460 LOCKHEED MARTIN CORP COM 539830109 314050 646 SH SOLE 0 0 646 NIKE CL B 654106103 307853 2631 SH SOLE 0 0 2631 WELLS FARGO CO NEW COM 949746101 276106 6687 SH SOLE 0 0 6687 ISHARES TR RUS MID CAP ETF RUS MID CAP ETF 464287499 272161 4035 SH SOLE 0 0 4035 AMGEN INC COM 031162100 257650 981 SH SOLE 0 0 981 EXXON MOBIL CORP COM 30231G102 248284 2251 SH SOLE 0 0 2251 INNOVATOR ETFS TR US EQTY PWR BUF 45782C383 248004 8073 SH SOLE 0 0 8073 AT&T CORP. COM 00206R102 245258 13322 SH SOLE 0 0 13322 MICROCHIP TECHNOLOGY INC. COM 595017104 239131 3404 SH SOLE 0 0 3404 ISHARES TR EXPND TEC SC ETF 464287549 236600 845 SH SOLE 0 0 845 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 232150 6788 SH SOLE 0 0 6788 AMERICAN EXPRESS CO COM 025816109 229899 1556 SH SOLE 0 0 1556 NVIDIA CORPORATION COM 67066G104 219795 1504 SH SOLE 0 0 1504 SIXTH STREET SPECIALTY LENDI COM 83012A109 219688 12342 SH SOLE 0 0 12342 PACIRA PHARMACEUTICALS COM 695127100 212355 5500 SH SOLE 0 0 5500 BRISTOL-MYERS SQUIBB CO COM 110122108 210742 2929 SH SOLE 0 0 2929 VISA INC COM CL A 92826C839 210045 1011 SH SOLE 0 0 1011 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 204031 4980 SH SOLE 0 0 4980 ISHARES RUSSELL TOP RUS TOP 200 ETF 464289446 203512 2262 SH SOLE 0 0 2262 COCA COLA CO COM 191216100 203450 3198 SH SOLE 0 0 3198 AMERICAN ELEC PWR CO INC COM 025537101 200724 2114 SH SOLE 0 0 2114 BARINGS BDC INC COM 06759L103 83749 10276 SH SOLE 0 0 10276 SIRIUS XM RADIO INC. COM 82968B103 60906 10429 SH SOLE 0 0 10429