Live Markets
Tuesday, October 27, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2025 · Filed August 8, 2025 · Accession 0001951757-25-001053

Total Value
$1.20B
Positions
142
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (142)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ380,017$209.7M17.43%
2SCHWAB STRATEGIC TR8085241028,275,927$197.2M16.40%
3SCHWAB STRATEGIC TR8085247973,046,323$80.7M6.71%
4DIMENSIONAL ETF TRUST25434V8312,101,350$74.7M6.21%
5WISDOMTREE TRWT866,443$72.6M6.03%
6ISHARES TR464287226667,768$66.2M5.51%
7APPLE INCAAPL296,206$60.8M5.05%
8J P MORGAN EXCHANGE TRADED F46641Q670731,461$34.4M2.86%
9VANGUARD INDEX FDS922908629112,549$31.5M2.62%
10SCHWAB STRATEGIC TR8085248541,215,695$30.4M2.53%
11SCHWAB STRATEGIC TR8085246981,268,234$28.9M2.40%
12FIRST TR EXCHNG TRADED FD VI33740F367785,338$28.1M2.33%
13J P MORGAN EXCHANGE TRADED F46641Q332463,019$26.3M2.19%
14AMAZON COM INCAMZN116,996$25.7M2.13%
15DIMENSIONAL ETF TRUST25434V500394,009$25.1M2.09%
16INVESCO EXCHANGE TRADED FD TIVZ511,048$20.8M1.73%
17SELECT SECTOR SPDR TR81369Y209144,531$19.5M1.62%
18FIRST TR EXCHNG TRADED FD VI33740U695459,160$16.8M1.40%
19SPDR S&P 500 ETF TRSPY24,088$14.9M1.24%
20VANGUARD WORLD FD92204A70215,589$10.3M0.86%
21VANGUARD INDEX FDS92290876930,767$9.4M0.78%
22VANGUARD BD INDEX FDS921937835101,812$7.5M0.62%
23SCHWAB STRATEGIC TR808524607293,419$7.4M0.62%
24MICROSOFT CORPMSFT13,709$6.8M0.57%
25SELECT SECTOR SPDR TR81369Y80323,956$6.1M0.50%
26VANGUARD INDEX FDS9229083638,725$5.0M0.41%
27FIRST TR EXCHNG TRADED FD VI33740F482119,425$4.7M0.39%
28NVIDIA CORPORATIONNVDA29,092$4.6M0.38%
29BERKSHIRE HATHAWAY INC DELBRK-A8,754$4.3M0.35%
30INVESCO EXCHANGE TRADED FD TIVZ16,850$3.1M0.25%
31ISHARES TR46428765512,630$2.7M0.23%
32JPMORGAN CHASE & CO.VYLD8,696$2.5M0.21%
33VANGUARD WHITEHALL FDS92194640617,550$2.3M0.19%
34ALPHABET INCGOOG10,882$1.9M0.16%
35SCHWAB STRATEGIC TR80852420177,799$1.9M0.16%
36UNION PAC CORPUNP7,452$1.7M0.14%
37ALPHABET INCGOOG9,397$1.7M0.14%
38SPDR SERIES TRUST78464A76312,000$1.6M0.14%
39SSGA ACTIVE ETF TR78467V84839,888$1.6M0.13%
40VANGUARD MUN BD FDS92290774628,284$1.4M0.12%
41PHILIP MORRIS INTL INC7181721097,588$1.4M0.12%
42BANK AMERICA CORP06050510428,117$1.3M0.11%
43VANGUARD BD INDEX FDS92203C30325,351$1.3M0.11%
44VANGUARD INDEX FDS9229087362,615$1.1M0.10%
45JOHNSON & JOHNSONJNJ7,195$1.1M0.09%
46SCHWAB STRATEGIC TR80852450838,610$1.1M0.09%
47MCDONALDS CORPMCD3,653$1.1M0.09%
48TESLA INCTSLA3,213$1.0M0.08%
49HOME DEPOT INCHD2,761$1.0M0.08%
50ABBVIE INCABBV5,375$997,7080.08%
51META PLATFORMS INCMETA1,289$951,4280.08%
52VANGUARD INDEX FDS92290855310,436$929,4310.08%
53INTERNATIONAL BUSINESS MACHSINTR3,127$921,8130.08%
54MICRON TECHNOLOGY INCMU7,126$878,2800.07%
55ISHARES TR4642872001,397$867,5140.07%
56ELI LILLY & COLLY1,092$851,0820.07%
57NUCOR CORPNUE6,122$796,3890.07%
58ENERGY TRANSFER L PET-PI41,402$750,6190.06%
59VISA INCV2,052$728,5510.06%
60SIXTH STREET SPECIALTY LENDITSLX30,252$720,3010.06%
61VANGUARD INDEX FDS9229087444,046$716,0940.06%
62VANGUARD INDEX FDS9229086523,561$686,2410.06%
63ISHARES TR46429B6977,157$671,8280.06%
64AMPLIFY ETF TR0321086647,605$656,8540.05%
65ISHARES TR4642878045,779$631,5870.05%
66GE AEROSPACE3696043012,361$607,6300.05%
67BROADCOM INCAVGO2,200$606,4900.05%
68FIRST TR EXCHNG TRADED FD VI33740F39116,694$596,3320.05%
69WELLS FARGO CO NEW9497461017,433$595,4940.05%
70VERIZON COMMUNICATIONS INCVZ13,724$593,8230.05%
71ISHARES TR4642875495,070$569,5640.05%
72PAYCHEX INCPAYX3,914$569,3400.05%
73PROCTER AND GAMBLE CO7427181093,564$567,8300.05%
74VANGUARD INTL EQUITY INDEX F9220427758,228$553,0870.05%
75CHEVRON CORP NEWCVX3,837$549,4210.05%
76CISCO SYS INCCSCO7,529$522,3310.04%
77ADVANCED MICRO DEVICES INCAMD3,673$521,1990.04%
78LOCKHEED MARTIN CORPLMT1,117$517,3430.04%
79WALMART INCWMT5,151$503,6270.04%
80WISDOMTREE TRWT7,815$500,2390.04%
81ISHARES TR4642871195,060$490,3140.04%
82PALO ALTO NETWORKS INCPANW2,315$473,7420.04%
83AMGEN INCAMGN1,694$472,9330.04%
84HONEYWELL INTL INC4385161061,922$447,5960.04%
85COSTCO WHSL CORP NEW22160K105441$437,0280.04%
86NEXTERA ENERGY INCNEE-PW6,119$424,7810.04%
87SELECT SECTOR SPDR TR81369Y6057,843$410,7290.03%
88ALTRIA GROUP INCMO6,951$409,4500.03%
89FIRST TR EXCHNG TRADED FD VI33740U65310,733$397,0680.03%
90AMERICAN EXPRESS COAXP1,225$390,7510.03%
91VANGUARD INDEX FDS9229087511,640$388,7440.03%
92ISHARES TR4642874994,219$388,0220.03%
93AT&T INCT-PC13,020$376,7990.03%
94RTX CORPORATIONRTX2,557$373,4340.03%
95EXXON MOBIL CORPXOM3,453$372,2430.03%
96CATERPILLAR INCCAT936$363,4420.03%
97ABBOTT LABSABLZF2,638$358,8040.03%
98VANGUARD WORLD FD92204A4052,721$346,3840.03%
99ISHARES TR4642894462,255$345,2860.03%
100VANGUARD INDEX FDS9229086371,136$324,0780.03%
101WISDOMTREE TRWT2,840$321,0970.03%
102MORGAN STANLEYMS-PQ2,268$319,4710.03%
103VANGUARD SPECIALIZED FUNDS9219088441,518$311,3350.03%
104S&P GLOBAL INCSPGI585$308,4650.03%
105PROSHARES TR74347X8313,707$307,6810.03%
106SPDR S&P MIDCAP 400 ETF TRMDY536$304,6000.03%
107UNITEDHEALTH GROUP INCUNH962$300,1160.02%
108ORACLE CORPORCL-PD1,364$298,2120.02%
109ALLSTATE CORPALL-PJ1,465$296,3820.02%
110FASTENAL COFAST7,038$295,5960.02%
111GOLDMAN SACHS ETF TRNVGLF3,605$293,9520.02%
112SSGA ACTIVE ETF TR78467V7077,171$291,5730.02%
113VANGUARD WORLD FD92204A108786$284,7840.02%
114GE VERNOVA INCGEV534$282,5670.02%
115UNITED RENTALS INCURI362$272,7310.02%
116AXON ENTERPRISE INCAXON329$272,3930.02%
117VANGUARD INTL EQUITY INDEX F9220428585,468$270,4480.02%
118PEPSICO INCPEP2,022$267,0380.02%
119KEYCORP49326710814,943$260,3020.02%
120MICROCHIP TECHNOLOGY INC.MCHPP3,612$254,1770.02%
121SCHWAB STRATEGIC TR8085247228,378$249,8320.02%
122DANAHER CORPORATION2358511021,258$248,7980.02%
123SPDR SERIES TRUST78468R8041,400$244,4540.02%
124DEERE & CODE479$243,9700.02%
125FACTSET RESH SYS INC303075105537$240,1900.02%
126ISHARES TR46434V2823,745$240,1670.02%
127FIDELITY COMWLTH TR3159128082,931$234,7740.02%
128ISHARES TR46434V3813,588$234,1170.02%
129SCHWAB STRATEGIC TR8085243007,972$232,8500.02%
130AUTOMATIC DATA PROCESSING INADP741$229,0380.02%
131VANGUARD WORLD FD921910816624$228,4910.02%
132ISHARES TR4642888284,497$218,7800.02%
133COCA COLA COKO3,080$218,1700.02%
134J P MORGAN EXCHANGE TRADED F46641Q2414,721$217,9690.02%
135SHERWIN WILLIAMS COSHW629$215,9740.02%
136AMERICAN ELEC PWR CO INC0255371012,064$214,1610.02%
137MASTERCARD INCORPORATEDMA380$213,5420.02%
138ISHARES TR4642884062,808$213,3520.02%
139BOOKING HOLDINGS INCBKNG36$208,4130.02%
140SCHWAB STRATEGIC TR8085248628,360$203,8170.02%
141BARINGS BDC INCBBDC10,276$93,9230.01%
142PLUG POWER INCPLUG10,293$15,3370.00%