# EDGAR Filing Document

**Accession Number:** 0001599054
**File Stem:** 0001951757-25-001053
**Filing Date:** 2025-8
**Character Count:** 17695
**Document Hash:** 45f7b7025b770e034317c2e332db5290
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001053.hdr.sgml**: 20250808

**ACCESSION NUMBER**: 0001951757-25-001053

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250808

**DATE AS OF CHANGE**: 20250808

**EFFECTIVENESS DATE**: 20250808

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bouchey Financial Group Ltd
- **CENTRAL INDEX KEY:** 0001599054

**ORGANIZATION NAME:**
- **EIN:** 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:** 251196426

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bouchey Financial Group Ltd<br>**Address:** 1819 5TH AVE<br>TROY, NY 12833

**Form 13F File Number:** 028-15804

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David Clarke<br>**Title:** Chief Compliance Officer<br>**Phone:** (518) 720-3333

**Signature, Place, and Date of Signing:**

David Clarke  Troy, NY  08-08-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 142

**Form 13F Information Table Value Total:** $1202760324

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 209687006 | 380017 | SH |  | SOLE |  | 0 | 0 | 380017 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 197215336 | 8275927 | SH |  | SOLE |  | 0 | 0 | 8275927 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 80727561 | 3046323 | SH |  | SOLE |  | 0 | 0 | 3046323 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 74724021 | 2101350 | SH |  | SOLE |  | 0 | 0 | 2101350 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 72555949 | 866443 | SH |  | SOLE |  | 0 | 0 | 866443 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 66242594 | 667768 | SH |  | SOLE |  | 0 | 0 | 667768 |
| APPLE INC | COM | 037833100 |  | 60772617 | 296206 | SH |  | SOLE |  | 0 | 0 | 296206 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 34422545 | 731461 | SH |  | SOLE |  | 0 | 0 | 731461 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 31531751 | 112549 | SH |  | SOLE |  | 0 | 0 | 112549 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 30428858 | 1215695 | SH |  | SOLE |  | 0 | 0 | 1215695 |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 |  | 28865006 | 1268234 | SH |  | SOLE |  | 0 | 0 | 1268234 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F367 |  | 28073873 | 785338 | SH |  | SOLE |  | 0 | 0 | 785338 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 26322618 | 463019 | SH |  | SOLE |  | 0 | 0 | 463019 |
| AMAZON COM INC | COM | 023135106 |  | 25667753 | 116996 | SH |  | SOLE |  | 0 | 0 | 116996 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 25102329 | 394009 | SH |  | SOLE |  | 0 | 0 | 394009 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 20840540 | 511048 | SH |  | SOLE |  | 0 | 0 | 511048 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 19481364 | 144531 | SH |  | SOLE |  | 0 | 0 | 144531 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U695 |  | 16785605 | 459160 | SH |  | SOLE |  | 0 | 0 | 459160 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 14884726 | 24088 | SH |  | SOLE |  | 0 | 0 | 24088 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 10339794 | 15589 | SH |  | SOLE |  | 0 | 0 | 15589 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 9356260 | 30767 | SH |  | SOLE |  | 0 | 0 | 30767 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 7496418 | 101812 | SH |  | SOLE |  | 0 | 0 | 101812 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 7423513 | 293419 | SH |  | SOLE |  | 0 | 0 | 293419 |
| MICROSOFT CORP | COM | 594918104 |  | 6819012 | 13709 | SH |  | SOLE |  | 0 | 0 | 13709 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 6066385 | 23956 | SH |  | SOLE |  | 0 | 0 | 23956 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 4956708 | 8725 | SH |  | SOLE |  | 0 | 0 | 8725 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F482 |  | 4651604 | 119425 | SH |  | SOLE |  | 0 | 0 | 119425 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4596343 | 29092 | SH |  | SOLE |  | 0 | 0 | 29092 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4252431 | 8754 | SH |  | SOLE |  | 0 | 0 | 8754 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3062303 | 16850 | SH |  | SOLE |  | 0 | 0 | 16850 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2725428 | 12630 | SH |  | SOLE |  | 0 | 0 | 12630 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2520980 | 8696 | SH |  | SOLE |  | 0 | 0 | 8696 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2339549 | 17550 | SH |  | SOLE |  | 0 | 0 | 17550 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1930416 | 10882 | SH |  | SOLE |  | 0 | 0 | 10882 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1901402 | 77799 | SH |  | SOLE |  | 0 | 0 | 77799 |
| UNION PAC CORP | COM | 907818108 |  | 1714557 | 7452 | SH |  | SOLE |  | 0 | 0 | 7452 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1656039 | 9397 | SH |  | SOLE |  | 0 | 0 | 9397 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 1628760 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 |  | 1599891 | 39888 | SH |  | SOLE |  | 0 | 0 | 39888 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1386765 | 28284 | SH |  | SOLE |  | 0 | 0 | 28284 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1385966 | 7588 | SH |  | SOLE |  | 0 | 0 | 7588 |
| BANK AMERICA CORP | COM | 060505104 |  | 1330488 | 28117 | SH |  | SOLE |  | 0 | 0 | 28117 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 1264128 | 25351 | SH |  | SOLE |  | 0 | 0 | 25351 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1146723 | 2615 | SH |  | SOLE |  | 0 | 0 | 2615 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1099015 | 7195 | SH |  | SOLE |  | 0 | 0 | 7195 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 1083011 | 38610 | SH |  | SOLE |  | 0 | 0 | 38610 |
| MCDONALDS CORP | COM | 580135101 |  | 1067298 | 3653 | SH |  | SOLE |  | 0 | 0 | 3653 |
| TESLA INC | COM | 88160R101 |  | 1020642 | 3213 | SH |  | SOLE |  | 0 | 0 | 3213 |
| HOME DEPOT INC | COM | 437076102 |  | 1012306 | 2761 | SH |  | SOLE |  | 0 | 0 | 2761 |
| ABBVIE INC | COM | 00287Y109 |  | 997708 | 5375 | SH |  | SOLE |  | 0 | 0 | 5375 |
| META PLATFORMS INC | CL A | 30303M102 |  | 951428 | 1289 | SH |  | SOLE |  | 0 | 0 | 1289 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 929431 | 10436 | SH |  | SOLE |  | 0 | 0 | 10436 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 921813 | 3127 | SH |  | SOLE |  | 0 | 0 | 3127 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 878280 | 7126 | SH |  | SOLE |  | 0 | 0 | 7126 |
| ISHARES TR | CORE S ETF | 464287200 |  | 867514 | 1397 | SH |  | SOLE |  | 0 | 0 | 1397 |
| ELI LILLY  CO | COM | 532457108 |  | 851082 | 1092 | SH |  | SOLE |  | 0 | 0 | 1092 |
| NUCOR CORP | COM | 670346105 |  | 796389 | 6122 | SH |  | SOLE |  | 0 | 0 | 6122 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 750619 | 41402 | SH |  | SOLE |  | 0 | 0 | 41402 |
| VISA INC | COM CL A | 92826C839 |  | 728551 | 2052 | SH |  | SOLE |  | 0 | 0 | 2052 |
| SIXTH STREET SPECIALTY LENDI | COM | 83012A109 |  | 720301 | 30252 | SH |  | SOLE |  | 0 | 0 | 30252 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 716094 | 4046 | SH |  | SOLE |  | 0 | 0 | 4046 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 686241 | 3561 | SH |  | SOLE |  | 0 | 0 | 3561 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 671828 | 7157 | SH |  | SOLE |  | 0 | 0 | 7157 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 |  | 656854 | 7605 | SH |  | SOLE |  | 0 | 0 | 7605 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 631587 | 5779 | SH |  | SOLE |  | 0 | 0 | 5779 |
| GE AEROSPACE | COM NEW | 369604301 |  | 607630 | 2361 | SH |  | SOLE |  | 0 | 0 | 2361 |
| BROADCOM INC | COM | 11135F101 |  | 606490 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F391 |  | 596332 | 16694 | SH |  | SOLE |  | 0 | 0 | 16694 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 595494 | 7433 | SH |  | SOLE |  | 0 | 0 | 7433 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 593823 | 13724 | SH |  | SOLE |  | 0 | 0 | 13724 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 569564 | 5070 | SH |  | SOLE |  | 0 | 0 | 5070 |
| PAYCHEX INC | COM | 704326107 |  | 569340 | 3914 | SH |  | SOLE |  | 0 | 0 | 3914 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 567830 | 3564 | SH |  | SOLE |  | 0 | 0 | 3564 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 553087 | 8228 | SH |  | SOLE |  | 0 | 0 | 8228 |
| CHEVRON CORP NEW | COM | 166764100 |  | 549421 | 3837 | SH |  | SOLE |  | 0 | 0 | 3837 |
| CISCO SYS INC | COM | 17275R102 |  | 522331 | 7529 | SH |  | SOLE |  | 0 | 0 | 7529 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 521199 | 3673 | SH |  | SOLE |  | 0 | 0 | 3673 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 517343 | 1117 | SH |  | SOLE |  | 0 | 0 | 1117 |
| WALMART INC | COM | 931142103 |  | 503627 | 5151 | SH |  | SOLE |  | 0 | 0 | 5151 |
| WISDOMTREE TR | US LARGECAP FUND | 97717W588 |  | 500239 | 7815 | SH |  | SOLE |  | 0 | 0 | 7815 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 490314 | 5060 | SH |  | SOLE |  | 0 | 0 | 5060 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 473742 | 2315 | SH |  | SOLE |  | 0 | 0 | 2315 |
| AMGEN INC | COM | 031162100 |  | 472933 | 1694 | SH |  | SOLE |  | 0 | 0 | 1694 |
| HONEYWELL INTL INC | COM | 438516106 |  | 447596 | 1922 | SH |  | SOLE |  | 0 | 0 | 1922 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 437028 | 441 | SH |  | SOLE |  | 0 | 0 | 441 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 424781 | 6119 | SH |  | SOLE |  | 0 | 0 | 6119 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 410729 | 7843 | SH |  | SOLE |  | 0 | 0 | 7843 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 409450 | 6951 | SH |  | SOLE |  | 0 | 0 | 6951 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U653 |  | 397068 | 10733 | SH |  | SOLE |  | 0 | 0 | 10733 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 390751 | 1225 | SH |  | SOLE |  | 0 | 0 | 1225 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 388744 | 1640 | SH |  | SOLE |  | 0 | 0 | 1640 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 388022 | 4219 | SH |  | SOLE |  | 0 | 0 | 4219 |
| AT INC | COM | 00206R102 |  | 376799 | 13020 | SH |  | SOLE |  | 0 | 0 | 13020 |
| RTX CORPORATION | COM | 75513E101 |  | 373434 | 2557 | SH |  | SOLE |  | 0 | 0 | 2557 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 372243 | 3453 | SH |  | SOLE |  | 0 | 0 | 3453 |
| CATERPILLAR INC | COM | 149123101 |  | 363442 | 936 | SH |  | SOLE |  | 0 | 0 | 936 |
| ABBOTT LABS | COM | 002824100 |  | 358804 | 2638 | SH |  | SOLE |  | 0 | 0 | 2638 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 346384 | 2721 | SH |  | SOLE |  | 0 | 0 | 2721 |
| ISHARES TR | RUS TOP 200 ETF | 464289446 |  | 345286 | 2255 | SH |  | SOLE |  | 0 | 0 | 2255 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 324078 | 1136 | SH |  | SOLE |  | 0 | 0 | 1136 |
| WISDOMTREE TR | US AI ENHANCED | 97717W406 |  | 321097 | 2840 | SH |  | SOLE |  | 0 | 0 | 2840 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 319471 | 2268 | SH |  | SOLE |  | 0 | 0 | 2268 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 311335 | 1518 | SH |  | SOLE |  | 0 | 0 | 1518 |
| S GLOBAL INC | COM | 78409V104 |  | 308465 | 585 | SH |  | SOLE |  | 0 | 0 | 585 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 |  | 307681 | 3707 | SH |  | SOLE |  | 0 | 0 | 3707 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 304600 | 536 | SH |  | SOLE |  | 0 | 0 | 536 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 300116 | 962 | SH |  | SOLE |  | 0 | 0 | 962 |
| ORACLE CORP | COM | 68389X105 |  | 298212 | 1364 | SH |  | SOLE |  | 0 | 0 | 1364 |
| ALLSTATE CORP | COM | 020002101 |  | 296382 | 1465 | SH |  | SOLE |  | 0 | 0 | 1465 |
| FASTENAL CO | COM | 311900104 |  | 295596 | 7038 | SH |  | SOLE |  | 0 | 0 | 7038 |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | 381430438 |  | 293952 | 3605 | SH |  | SOLE |  | 0 | 0 | 3605 |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 |  | 291573 | 7171 | SH |  | SOLE |  | 0 | 0 | 7171 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 284784 | 786 | SH |  | SOLE |  | 0 | 0 | 786 |
| GE VERNOVA INC | COM | 36828A101 |  | 282567 | 534 | SH |  | SOLE |  | 0 | 0 | 534 |
| UNITED RENTALS INC | COM | 911363109 |  | 272731 | 362 | SH |  | SOLE |  | 0 | 0 | 362 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 272393 | 329 | SH |  | SOLE |  | 0 | 0 | 329 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 270448 | 5468 | SH |  | SOLE |  | 0 | 0 | 5468 |
| PEPSICO INC | COM | 713448108 |  | 267038 | 2022 | SH |  | SOLE |  | 0 | 0 | 2022 |
| KEYCORP | COM | 493267108 |  | 260302 | 14943 | SH |  | SOLE |  | 0 | 0 | 14943 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 254177 | 3612 | SH |  | SOLE |  | 0 | 0 | 3612 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 |  | 249832 | 8378 | SH |  | SOLE |  | 0 | 0 | 8378 |
| DANAHER CORPORATION | COM | 235851102 |  | 248798 | 1258 | SH |  | SOLE |  | 0 | 0 | 1258 |
| SPDR SERIES TRUST | SSGA US LRG ETF | 78468R804 |  | 244454 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| DEERE  CO | COM | 244199105 |  | 243970 | 479 | SH |  | SOLE |  | 0 | 0 | 479 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 240190 | 537 | SH |  | SOLE |  | 0 | 0 | 537 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 |  | 240167 | 3745 | SH |  | SOLE |  | 0 | 0 | 3745 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 234774 | 2931 | SH |  | SOLE |  | 0 | 0 | 2931 |
| ISHARES TR | EXPONENTIAL TECH | 46434V381 |  | 234117 | 3588 | SH |  | SOLE |  | 0 | 0 | 3588 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 232850 | 7972 | SH |  | SOLE |  | 0 | 0 | 7972 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 229038 | 741 | SH |  | SOLE |  | 0 | 0 | 741 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 228491 | 624 | SH |  | SOLE |  | 0 | 0 | 624 |
| ISHARES TR | US HLTHCR PR ETF | 464288828 |  | 218780 | 4497 | SH |  | SOLE |  | 0 | 0 | 4497 |
| COCA COLA CO | COM | 191216100 |  | 218170 | 3080 | SH |  | SOLE |  | 0 | 0 | 3080 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q241 |  | 217969 | 4721 | SH |  | SOLE |  | 0 | 0 | 4721 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 215974 | 629 | SH |  | SOLE |  | 0 | 0 | 629 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 214161 | 2064 | SH |  | SOLE |  | 0 | 0 | 2064 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 213542 | 380 | SH |  | SOLE |  | 0 | 0 | 380 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 |  | 213352 | 2808 | SH |  | SOLE |  | 0 | 0 | 2808 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 208413 | 36 | SH |  | SOLE |  | 0 | 0 | 36 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 203817 | 8360 | SH |  | SOLE |  | 0 | 0 | 8360 |
| BARINGS BDC INC | COM | 06759L103 |  | 93923 | 10276 | SH |  | SOLE |  | 0 | 0 | 10276 |
| PLUG POWER INC | COM NEW | 72919P202 |  | 15337 | 10293 | SH |  | SOLE |  | 0 | 0 | 10293 |

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