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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 Q1 2025 · Filed May 9, 2025 · Accession 0001951757-25-000531

Total Value
$1.11B
Positions
138
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (138)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ378,612$177.6M16.02%
2SCHWAB STRATEGIC TR8085241028,238,465$177.4M16.00%
3SCHWAB STRATEGIC TR8085247972,993,100$83.7M7.55%
4WISDOMTREE TRWT864,796$69.1M6.23%
5DIMENSIONAL ETF TRUST25434V8312,081,416$69.0M6.22%
6APPLE INCAAPL290,399$64.5M5.82%
7ISHARES TR464287226545,128$53.9M4.86%
8SCHWAB STRATEGIC TR8085248541,283,506$31.9M2.88%
9VANGUARD INDEX FDS922908629112,164$29.0M2.62%
10FIRST TR EXCHNG TRADED FD VI33740U786725,828$26.7M2.41%
11VANGUARD SCOTTSDALE FDS92206C409336,922$26.6M2.40%
12J P MORGAN EXCHANGE TRADED F46641Q332452,811$25.9M2.33%
13SCHWAB STRATEGIC TR8085246981,132,577$25.4M2.29%
14DIMENSIONAL ETF TRUST25434V500390,772$23.3M2.11%
15AMAZON COM INCAMZN116,897$22.2M2.01%
16SELECT SECTOR SPDR TR81369Y209140,556$20.5M1.85%
17INVESCO EXCHANGE TRADED FD TIVZ514,736$17.6M1.59%
18FIRST TR EXCHNG TRADED FD VI33740U505343,670$14.9M1.35%
19SPDR S&P 500 ETF TRSPY24,165$13.5M1.22%
20VANGUARD WORLD FD92204A70215,831$8.6M0.77%
21VANGUARD INDEX FDS92290876930,414$8.4M0.75%
22VANGUARD BD INDEX FDS921937835104,644$7.7M0.69%
23SSGA ACTIVE ETF TR78467V707178,188$7.2M0.65%
24SCHWAB STRATEGIC TR808524607295,594$6.9M0.62%
25SCHWAB STRATEGIC TR808524862247,020$6.0M0.54%
26MICROSOFT CORPMSFT13,271$5.0M0.45%
27SELECT SECTOR SPDR TR81369Y80324,092$5.0M0.45%
28BERKSHIRE HATHAWAY INC DELBRK-A8,770$4.7M0.42%
29VANGUARD INDEX FDS9229083638,790$4.5M0.41%
30FIRST TR EXCHNG TRADED FD VI33740F482121,227$4.5M0.41%
31INVESCO EXCHANGE TRADED FD TIVZ16,997$2.9M0.27%
32NVIDIA CORPORATIONNVDA25,783$2.8M0.25%
33ISHARES TR46428765512,630$2.5M0.23%
34VANGUARD WHITEHALL FDS92194640617,615$2.3M0.20%
35JPMORGAN CHASE & CO.VYLD8,522$2.1M0.19%
36UNION PAC CORPUNP7,477$1.8M0.16%
37SCHWAB STRATEGIC TR80852420177,816$1.7M0.15%
38SSGA ACTIVE ETF TR78467V84841,199$1.7M0.15%
39ALPHABET INCGOOG10,617$1.7M0.15%
40SPDR SER TR78464A76312,000$1.6M0.15%
41VANGUARD BD INDEX FDS92203C30328,276$1.4M0.13%
42VANGUARD MUN BD FDS92290774628,284$1.4M0.13%
43ALPHABET INCGOOG8,859$1.4M0.12%
44JOHNSON & JOHNSONJNJ7,569$1.3M0.11%
45PHILIP MORRIS INTL INC7181721097,396$1.2M0.11%
46BANK AMERICA CORP06050510427,956$1.2M0.11%
47SCHWAB STRATEGIC TR80852450838,415$1.0M0.09%
48VANGUARD INDEX FDS9229087362,615$969,6950.09%
49VANGUARD INDEX FDS92290855310,436$944,8760.09%
50ELI LILLY & COLLY1,091$900,9480.08%
51ABBVIE INCABBV3,933$824,0430.07%
52ISHARES TR4642872001,398$785,6140.07%
53INTERNATIONAL BUSINESS MACHSINTR3,123$776,4670.07%
54ENERGY TRANSFER L PET-PI41,402$769,6640.07%
55TESLA INCTSLA2,920$756,7480.07%
56NUCOR CORPNUE6,108$738,3850.07%
57MCDONALDS CORPMCD2,345$732,5080.07%
58HOME DEPOT INCHD1,984$727,1430.07%
59VANGUARD INDEX FDS9229087444,046$698,9070.06%
60META PLATFORMS INCMETA1,189$685,3100.06%
61SIXTH STREET SPECIALTY LENDITSLX30,252$677,0400.06%
62VISA INCV1,930$676,2980.06%
63ISHARES TR46429B6977,157$670,3250.06%
64PROCTER AND GAMBLE CO7427181093,600$613,5710.06%
65VANGUARD INDEX FDS9229086523,561$613,4180.06%
66MICRON TECHNOLOGY INCMU6,973$606,5610.05%
67ISHARES TR4642878045,779$604,3110.05%
68UNITEDHEALTH GROUP INCUNH1,144$599,1700.05%
69PAYCHEX INCPAYX3,866$596,4480.05%
70VERIZON COMMUNICATIONS INCVZ12,194$553,1320.05%
71AMGEN INCAMGN1,765$549,9820.05%
72AMPLIFY ETF TR0321086647,605$546,0470.05%
73WELLS FARGO CO NEW9497461017,458$535,4240.05%
74VANGUARD INTL EQUITY INDEX F9220427758,263$501,2370.05%
75LOCKHEED MARTIN CORPLMT1,122$501,1080.05%
76WISDOMTREE TRWT7,815$463,2740.04%
77ISHARES TR4642875495,070$459,6970.04%
78WALMART INCWMT5,216$458,6490.04%
79CISCO SYS INCCSCO7,112$438,8720.04%
80NEXTERA ENERGY INCNEE-PW6,037$427,9630.04%
81PALO ALTO NETWORKS INCPANW2,477$422,6760.04%
82EXXON MOBIL CORPXOM3,528$419,5430.04%
83HONEYWELL INTL INC4385161061,958$414,6070.04%
84COSTCO WHSL CORP NEW22160K105436$412,7290.04%
85ISHARES TR4642871195,060$409,8100.04%
86ALTRIA GROUP INCMO6,762$407,7090.04%
87ADVANCED MICRO DEVICES INCAMD3,813$391,7480.04%
88SELECT SECTOR SPDR TR81369Y6057,773$387,1890.03%
89ISHARES TR4642874994,219$358,9110.03%
90VANGUARD INDEX FDS9229087511,617$358,5030.03%
91GE AEROSPACE3696043011,760$352,4530.03%
92PEPSICO INCPEP2,328$349,1210.03%
93RTX CORPORATIONRTX2,578$341,5370.03%
94BROADCOM INCAVGO2,008$336,2320.03%
95FIRST TR EXCHNG TRADED FD VI33740F6988,080$330,4780.03%
96AMERICAN EXPRESS COAXP1,213$326,3580.03%
97VANGUARD WORLD FD92204A4052,721$325,0780.03%
98FIRST TR EXCHNG TRADED FD VI33740F4418,819$319,7340.03%
99S&P GLOBAL INCSPGI615$312,4820.03%
100WISDOMTREE TRWT2,840$311,8330.03%
101ISHARES TR4642894462,255$309,8600.03%
102SPDR S&P MIDCAP 400 ETF TRMDY575$307,5030.03%
103VANGUARD SPECIALIZED FUNDS9219088441,522$295,1600.03%
104VANGUARD INDEX FDS9229086371,136$291,9650.03%
105AMERICAN ELEC PWR CO INC0255371012,585$282,4630.03%
106GOLDMAN SACHS ETF TRNVGLF3,605$274,1250.02%
107FASTENAL COFAST3,487$270,4170.02%
108AT&T INCT-PC9,370$264,9960.02%
109UNITED RENTALS INCURI422$264,4680.02%
110CATERPILLAR INCCAT797$262,8400.02%
111TEXAS PACIFIC LAND CORPORATITPL194$257,0490.02%
112DANAHER CORPORATION2358511021,248$256,1290.02%
113VANGUARD WORLD FD92204A108786$255,8510.02%
114FIRST TR EXCHNG TRADED FD VI33740F6316,734$255,6900.02%
115MORGAN STANLEYMS-PQ2,167$252,8260.02%
116FACTSET RESH SYS INC303075105547$248,6890.02%
117VANGUARD INTL EQUITY INDEX F9220428585,468$247,4820.02%
118DEERE & CODE518$243,7860.02%
119SPDR SER TR78468R8041,400$243,6560.02%
120ISHARES TR4642888284,497$237,4420.02%
121PIMCO ETF TR72201R8744,720$236,0950.02%
122ORACLE CORPORCL-PD1,626$227,3320.02%
123SCHWAB STRATEGIC TR8085247228,378$225,5360.02%
124KEYCORP49326710813,942$222,9390.02%
125FIRST TR EXCHNG TRADED FD VI33740U6876,473$221,9600.02%
126CHEVRON CORP NEWCVX1,313$219,6520.02%
127SHERWIN WILLIAMS COSHW629$219,6410.02%
128J P MORGAN EXCHANGE TRADED F46641Q2414,721$217,6860.02%
129PROSHARES TR74347X8313,787$216,9960.02%
130ISHARES TR46434V2823,745$216,7610.02%
131FIDELITY COMWLTH TR3159128083,081$209,7090.02%
132ISHARES TR4642884062,808$208,3260.02%
133ISHARES TR46434V3813,588$206,5260.02%
134AUTOMATIC DATA PROCESSING INADP671$205,4040.02%
135FIRST TR EXCHNG TRADED FD VI33740F5165,407$203,6820.02%
136ABBOTT LABSABLZF1,527$202,5570.02%
137BARINGS BDC INCBBDC10,276$98,0340.01%
138PLUG POWER INCPLUG19,808$26,7410.00%