Portfolio (Quarterly)
Guide ↗
Bouchey Financial Group Ltd
· CIK 0001599054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | XDEC | FIRST TR EXCHNG TRADED FD VI | — | 35,188.0 | $1.5M | 0.11% | +20K | +127.0% | $41.29 | +3.3% |
| 22 | VTEB | VANGUARD MUN BD FDS | — | 23,552.0 | $1.2M | 0.09% | +2K | +10.7% | $50.26 | -0.3% |
| 23 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,676.0 | $1.1M | 0.08% | +173.0 | +4.9% | $309.55 | -8.6% |
| 24 | LLY | ELI LILLY & CO | Healthcare | 1,165.0 | $1.1M | 0.08% | +42.0 | +3.7% | $955.33 | +13.1% |
| 25 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 28,527.0 | $1.1M | 0.08% | +17K | +146.8% | $38.00 | +4.3% |
| 26 | CAT | CATERPILLAR INC | Industrials | 1,298.0 | $1.0M | 0.07% | +318.0 | +32.5% | $786.88 | +13.3% |
| 27 | IVV | ISHARES TR | — | 1,476.0 | $1.0M | 0.07% | +17.0 | +1.2% | $683.17 | +10.2% |
| 28 | META | META PLATFORMS INC | Communication Services | 1,602.0 | $1.0M | 0.07% | +51.0 | +3.3% | $628.43 | -2.7% |
| 29 | CSCO | CISCO SYS INC | Technology | 11,730.0 | $979K | 0.07% | +2K | +23.6% | $83.47 | +41.4% |
| 30 | HD | HOME DEPOT INC | Consumer Cyclical | 2,883.0 | $979K | 0.07% | +236.0 | +8.9% | $339.58 | -6.0% |
| 31 | GE | GE AEROSPACE | Industrials | 2,976.0 | $932K | 0.07% | +63.0 | +2.2% | $313.31 | +0.3% |
| 32 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,242.0 | $775K | 0.06% | +119.0 | +10.6% | $623.74 | -15.2% |
| 33 | XOM | EXXON MOBIL CORP | Energy | 4,970.0 | $771K | 0.06% | +296.0 | +6.3% | $155.04 | -5.3% |
| 34 | GEV | GE VERNOVA INC | Utilities | 763.0 | $739K | 0.05% | +57.0 | +8.1% | $968.37 | +5.6% |
| 35 | NEE | NEXTERA ENERGY INC | Utilities | 7,013.0 | $663K | 0.05% | +500.0 | +7.7% | $94.48 | -7.4% |
| 36 | V | VISA INC | Financial Services | 2,107.0 | $649K | 0.05% | +106.0 | +5.3% | $308.26 | +7.3% |
| 37 | AMGN | AMGEN INC | Healthcare | 1,825.0 | $649K | 0.05% | +63.0 | +3.6% | $355.60 | -4.0% |
| 38 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 13,518.0 | $646K | 0.05% | +671.0 | +5.2% | $47.78 | +2.1% |
| 39 | WMT | WALMART INC | Consumer Defensive | 4,662.0 | $602K | 0.04% | +2K | +66.6% | $129.14 | -7.8% |
| 40 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 3,933.0 | $577K | 0.04% | +606.0 | +18.2% | $146.68 | +0.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
43.1%
Technology
33.1%
Consumer Cyclical
11.7%
Communication Services
2.9%
Industrials
2.7%
Healthcare
2.3%
Consumer Defensive
1.6%
Energy
1.2%
Utilities
0.6%
Basic Materials
0.5%