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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bouchey Financial Group Ltd

Quarter ended Q2 2024 · Filed July 12, 2024 · Accession 0001951757-24-000488

Total Value
$1.05B
Positions
148
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (148)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ381,041$182.6M17.35%
2SCHWAB STRATEGIC TR8085241022,548,725$160.3M15.23%
3WISDOMTREE TRWT965,824$75.4M7.16%
4APPLE INCAAPL282,732$59.5M5.66%
5SCHWAB STRATEGIC TR808524797753,901$58.8M5.59%
6DIMENSIONAL ETF TRUST25434V8311,735,064$55.5M5.27%
7INVESCO EXCHANGE TRADED FD TIVZ1,273,006$46.7M4.43%
8SELECT SECTOR SPDR TR81369Y209229,025$33.4M3.17%
9ISHARES TR464287226315,447$30.6M2.91%
10AMAZON COM INCAMZN130,841$25.3M2.40%
11VANGUARD INDEX FDS92290862997,865$23.7M2.25%
12J P MORGAN EXCHANGE TRADED F46641Q332403,636$22.9M2.17%
13DIMENSIONAL ETF TRUST25434V500368,960$22.2M2.11%
14SSGA ACTIVE ETF TR78467V707536,916$21.7M2.06%
15SCHWAB STRATEGIC TR808524854396,990$19.4M1.84%
16FIRST TR EXCHNG TRADED FD VI33740F482492,578$17.5M1.66%
17VANGUARD SCOTTSDALE FDS92206C409214,314$16.6M1.57%
18SCHWAB STRATEGIC TR808524698374,003$16.5M1.57%
19FIRST TR EXCHNG TRADED FD VI33740U786420,820$15.2M1.44%
20SPDR S&P 500 ETF TRSPY26,484$14.4M1.37%
21SCHWAB STRATEGIC TR808524862219,328$10.6M1.00%
22VANGUARD WORLD FD92204A70217,557$10.1M0.96%
23VANGUARD INDEX FDS92290876932,521$8.7M0.83%
24SCHWAB STRATEGIC TR808524607171,703$8.1M0.77%
25VANGUARD BD INDEX FDS921937835111,065$8.0M0.76%
26SELECT SECTOR SPDR TR81369Y80324,744$5.6M0.53%
27MICROSOFT CORPMSFT11,805$5.3M0.50%
28BERKSHIRE HATHAWAY INC DELBRK-A8,740$3.6M0.34%
29INVESCO EXCHANGE TRADED FD TIVZ18,197$3.0M0.28%
30ISHARES TR46428765513,724$2.8M0.26%
31VANGUARD BD INDEX FDS92203C30352,995$2.6M0.25%
32NVIDIA CORPORATIONNVDA19,157$2.4M0.22%
33FIRST TR EXCHNG TRADED FD VI33740U84459,535$2.2M0.21%
34VANGUARD WHITEHALL FDS92194640616,954$2.0M0.19%
35ALPHABET INCGOOG10,165$1.9M0.18%
36SSGA ACTIVE ETF TR78467V84845,726$1.8M0.17%
37JPMORGAN CHASE & CO.VYLD8,254$1.7M0.16%
38BANK AMERICA CORP06050510441,770$1.7M0.16%
39SCHWAB STRATEGIC TR80852420125,713$1.7M0.16%
40UNION PAC CORPUNP7,028$1.6M0.15%
41SPDR SER TR78464A76312,000$1.5M0.14%
42ALPHABET INCGOOG7,948$1.4M0.14%
43VANGUARD MUN BD FDS92290774628,284$1.4M0.13%
44JOHNSON & JOHNSONJNJ7,125$1.0M0.10%
45ELI LILLY & COLLY1,143$1.0M0.10%
46SCHWAB STRATEGIC TR80852450812,849$1.0M0.10%
47NUCOR CORPNUE6,104$968,0000.09%
48ISHARES TR4642872001,768$967,0000.09%
49VANGUARD INDEX FDS9229087362,552$954,0000.09%
50FIRST TR EXCHNG TRADED FD VI33740F74820,156$899,0000.09%
51VANGUARD INDEX FDS92290855310,430$875,0000.08%
52FIRST TR EXCHNG TRADED FD VI33740F47422,333$772,0000.07%
53FIRST TR EXCHNG TRADED FD VI33740F84716,604$764,0000.07%
54FIRST TR EXCHNG TRADED FD VI33740F45821,209$756,0000.07%
55UNITEDHEALTH GROUP INCUNH1,436$731,0000.07%
56ABBVIE INCABBV4,007$687,0000.07%
57FIRST TR EXCHNG TRADED FD VI33740U66119,580$680,0000.06%
58ENERGY TRANSFER L PET-PI41,402$671,0000.06%
59SIXTH STREET SPECIALTY LENDITSLX30,252$645,0000.06%
60VANGUARD INDEX FDS9229087444,011$644,0000.06%
61FIRST TR EXCHNG TRADED FD VI33740F42518,958$641,0000.06%
62VANGUARD INDEX FDS9229083631,244$622,0000.06%
63TESLA INCTSLA3,098$613,0000.06%
64PHILIP MORRIS INTL INC7181721095,989$608,0000.06%
65VANGUARD INDEX FDS9229086523,580$606,0000.06%
66ISHARES TR46429B6977,157$600,0000.06%
67PROCTER AND GAMBLE CO7427181093,630$598,0000.06%
68ADVANCED MICRO DEVICES INCAMD3,651$592,0000.06%
69FIRST TR EXCHNG TRADED FD VI33740F76312,451$582,0000.06%
70MCDONALDS CORPMCD2,231$568,0000.05%
71FIRST TR EXCHNG TRADED FD VI33740F63114,934$554,0000.05%
72INTERNATIONAL BUSINESS MACHSINTR3,171$548,0000.05%
73VERIZON COMMUNICATIONS INCVZ13,152$542,0000.05%
74AMPLIFY ETF TR0321086648,300$537,0000.05%
75AMGEN INCAMGN1,705$532,0000.05%
76FIRST TR EXCHNG TRADED FD VI33740F31815,669$509,0000.05%
77LOCKHEED MARTIN CORPLMT1,089$508,0000.05%
78HOME DEPOT INCHD1,473$506,0000.05%
79META PLATFORMS INCMETA972$490,0000.05%
80FIRST TR NAS100 EQ WEIGHTED3373441053,922$483,0000.05%
81VANGUARD INTL EQUITY INDEX F9220427758,228$482,0000.05%
82ISHARES TR4642875495,070$478,0000.05%
83PEPSICO INCPEP2,855$470,0000.04%
84ARES CAPITAL CORPARCC22,331$465,0000.04%
85ISHARES TR4642878044,308$459,0000.04%
86EXXON MOBIL CORPXOM3,881$446,0000.04%
87WISDOMTREE TRWT7,815$444,0000.04%
88PROSHARES TR74347X8315,916$436,0000.04%
89PALO ALTO NETWORKS INCPANW1,263$428,0000.04%
90GOLDMAN SACHS ETF TRNVGLF5,912$420,0000.04%
91PAYCHEX INCPAYX3,480$412,0000.04%
92ISHARES TR4642871195,060$411,0000.04%
93WELLS FARGO CO NEW9497461016,916$410,0000.04%
94HONEYWELL INTL INC4385161061,910$407,0000.04%
95VISA INCV1,533$402,0000.04%
96SPDR S&P MIDCAP 400 ETF TRMDY700$375,0000.04%
97NEXTERA ENERGY INCNEE-PW5,237$370,0000.04%
98VANGUARD WORLD FD92204A4053,684$368,0000.03%
99AMERICAN EXPRESS COAXP1,580$365,0000.03%
100VANGUARD INDEX FDS9229087511,657$361,0000.03%
101BROADCOM INCAVGO225$361,0000.03%
102ROYAL CARIBBEAN GROUPV7780T1032,234$356,0000.03%
103FIRST TR EXCHNG TRADED FD VI33740F6988,908$354,0000.03%
104MICROCHIP TECHNOLOGY INC.MCHPP3,804$348,0000.03%
105ISHARES TR4642874994,230$342,0000.03%
106WALMART INCWMT4,784$323,0000.03%
107ISHARES TR4642894462,277$305,0000.03%
108SELECT SECTOR SPDR TR81369Y6057,293$299,0000.03%
109ALTRIA GROUP INCMO6,281$287,0000.03%
110VANGUARD SPECIALIZED FUNDS9219088441,564$286,0000.03%
111WISDOMTREE TRWT2,840$283,0000.03%
112VANGUARD INDEX FDS9229086371,136$283,0000.03%
113CISCO SYS INCCSCO5,662$269,0000.03%
114CATERPILLAR INCCAT791$263,0000.02%
115INVESCO EXCHANGE TRADED FD TIVZ5,732$262,0000.02%
116GE AEROSPACE3696043011,638$260,0000.02%
117S&P GLOBAL INCSPGI564$251,0000.02%
118VANGUARD WORLD FD92204A108786$245,0000.02%
119KEYCORP49326710817,033$242,0000.02%
120VANGUARD INTL EQUITY INDEX F9220428585,468$239,0000.02%
121ISHARES TR4642882083,360$235,0000.02%
122ISHARES TR4642888284,500$235,0000.02%
123PIMCO ETF TR72201R8744,720$235,0000.02%
124AMERICAN ELEC PWR CO INC0255371012,614$229,0000.02%
125AT&T INCT-PC11,986$229,0000.02%
126FIRST TR EXCHNG TRADED FD VI33740F5166,124$225,0000.02%
127FIRST TR EXCHNG TRADED FD VI33740F8625,024$221,0000.02%
128FIRST TR EXCHNG TRADED FD VI33740U7376,181$219,0000.02%
129SCHWAB STRATEGIC TR8085247224,189$219,0000.02%
130FIDELITY COMWLTH TR3159128083,081$215,0000.02%
131ELEVANCE HEALTH INCELV396$214,0000.02%
132ISHARES TR46434V2823,845$214,0000.02%
133FIRST TR EXCHNG TRADED FD VI33740F4416,128$214,0000.02%
134MORGAN STANLEYMS-PQ2,193$213,0000.02%
135SPDR SER TR78468R8041,400$213,0000.02%
136BLACKSTONE INCBX1,720$212,0000.02%
137ISHARES TR46434V3813,588$211,0000.02%
138FACTSET RESH SYS INC303075105515$210,0000.02%
139FASTENAL COFAST3,335$209,0000.02%
140FIRST TR EXCH TRADED FD III33739P8227,770$208,0000.02%
141MERCK & CO INCMRK1,669$207,0000.02%
142RTX CORPORATIONRTX2,037$204,0000.02%
143CONSTELLATION BRANDS INCSTZ792$203,0000.02%
144DEERE & CODE535$200,0000.02%
145BARINGS BDC INCBBDC10,276$99,0000.01%
146PLUG POWER INCPLUG19,808$46,0000.00%
147SIRIUS XM HOLDINGS INCSIRI11,448$32,0000.00%
148GINKGO BIOWORKS HOLDINGS INCDNABW14,250$4,0000.00%