Portfolio (Quarterly)
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Bouchey Financial Group Ltd
· CIK 0001599054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | LGLV | SPDR SERIES TRUST | — | 1,400.0 | $246K | 0.02% | NEW | — | $175.57 | +2.4% |
| 142 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 3,771.0 | $240K | 0.02% | NEW | — | $63.72 | +51.4% |
| 143 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,078.0 | $240K | 0.02% | NEW | — | $115.31 | +12.4% |
| 144 | MA | MASTERCARD INCORPORATED | Financial Services | 416.0 | $238K | 0.02% | NEW | — | $571.17 | -13.3% |
| 145 | DE | DEERE & CO | Industrials | 497.0 | $232K | 0.02% | NEW | — | $466.62 | +13.0% |
| 146 | IMCV | ISHARES TR | — | 2,808.0 | $231K | 0.02% | NEW | — | $82.34 | +9.1% |
| 147 | ESGV | VANGUARD WORLD FD | — | 1,867.0 | $226K | 0.02% | NEW | — | $120.96 | +9.7% |
| 148 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 469.0 | $220K | 0.02% | NEW | — | $468.76 | +37.5% |
| 149 | BBAG | J P MORGAN EXCHANGE TRADED F | — | 4,720.0 | $219K | 0.02% | NEW | — | $46.42 | -1.2% |
| 150 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,415.0 | $217K | 0.02% | NEW | — | $153.61 | +2.2% |
| 151 | IHF | ISHARES TR | — | 4,497.0 | $216K | 0.02% | NEW | — | $47.94 | +5.0% |
| 152 | DFUS | DIMENSIONAL ETF TRUST | — | 2,890.0 | $214K | 0.02% | NEW | — | $74.17 | +10.3% |
| 153 | KO | COCA COLA CO | Consumer Defensive | 3,021.0 | $211K | 0.02% | NEW | — | $69.92 | +17.0% |
| 154 | BIBL | NORTHERN LTS FD TR IV | — | 4,660.0 | $210K | 0.02% | NEW | — | $45.13 | +19.8% |
| 155 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 358.0 | $208K | 0.02% | NEW | — | $579.85 | -21.8% |
| 156 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 635.0 | $206K | 0.01% | NEW | — | $324.03 | -4.1% |
| 157 | ANET | ARISTA NETWORKS INC | Technology | 1,570.0 | $206K | 0.01% | NEW | — | $131.03 | +18.0% |
| 158 | — | VANGUARD NY TAX FREE FDS | — | 1,972.0 | $204K | 0.01% | NEW | — | $103.23 | — |
| 159 | MRK | MERCK & CO INC | Healthcare | 1,919.0 | $203K | 0.01% | NEW | — | $106.02 | +13.6% |
| 160 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 231.0 | $203K | 0.01% | NEW | — | $880.13 | +13.0% |
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
44.9%
Technology
33.6%
Consumer Cyclical
11.1%
Communication Services
3.1%
Healthcare
2.2%
Industrials
2.2%
Consumer Defensive
1.2%
Energy
0.8%
Utilities
0.5%
Basic Materials
0.4%