Portfolio (Quarterly)
Guide ↗
Bouchey Financial Group Ltd
· CIK 0001599054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | JNJ | JOHNSON & JOHNSON | Healthcare | 7,666.0 | $1.8M | 0.14% | +300.0 | +4.1% | $241.32 | -3.7% |
| 42 | SCHA | SCHWAB STRATEGIC TR | — | 59,565.0 | $1.8M | 0.14% | -226K | -79.2% | $30.82 | +10.4% |
| 43 | SDY | SPDR SERIES TRUST | — | 12,000.0 | $1.8M | 0.13% | — | — | $148.67 | +1.4% |
| 44 | TSLA | TESLA INC | Consumer Cyclical | 4,495.0 | $1.6M | 0.11% | +339.0 | +8.2% | $345.62 | +26.6% |
| 45 | XDEC | FIRST TR EXCHNG TRADED FD VI | — | 35,188.0 | $1.5M | 0.11% | +20K | +127.0% | $41.29 | +3.3% |
| 46 | TOTL | SSGA ACTIVE ETF TR | — | 35,389.0 | $1.4M | 0.10% | -372.0 | -1.0% | $39.80 | -0.8% |
| 47 | SCHM | SCHWAB STRATEGIC TR | — | 38,980.0 | $1.3M | 0.09% | — | — | $32.48 | +8.4% |
| 48 | BAC | BANK AMERICA CORP | Financial Services | 23,915.0 | $1.3M | 0.09% | -5K | -15.9% | $52.71 | -1.1% |
| 49 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 7,482.0 | $1.2M | 0.09% | — | — | $161.86 | +12.4% |
| 50 | VTEB | VANGUARD MUN BD FDS | — | 23,552.0 | $1.2M | 0.09% | +2K | +10.7% | $50.26 | -0.3% |
| 51 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,676.0 | $1.1M | 0.08% | +173.0 | +4.9% | $309.55 | -8.5% |
| 52 | NUE | NUCOR CORP | Basic Materials | 6,158.0 | $1.1M | 0.08% | — | — | $184.56 | +31.1% |
| 53 | LLY | ELI LILLY & CO | Healthcare | 1,165.0 | $1.1M | 0.08% | +42.0 | +3.7% | $955.33 | +14.3% |
| 54 | XLV | SELECT SECTOR SPDR TR | — | 7,452.0 | $1.1M | 0.08% | -176.0 | -2.3% | $149.33 | +0.5% |
| 55 | VUSB | VANGUARD BD INDEX FDS | — | 22,239.0 | $1.1M | 0.08% | -3K | -12.5% | $49.70 | +0.2% |
| 56 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 28,527.0 | $1.1M | 0.08% | +17K | +146.8% | $38.00 | +4.3% |
| 57 | CAT | CATERPILLAR INC | Industrials | 1,298.0 | $1.0M | 0.07% | +318.0 | +32.5% | $786.88 | +14.3% |
| 58 | IVV | ISHARES TR | — | 1,476.0 | $1.0M | 0.07% | +17.0 | +1.2% | $683.17 | +10.3% |
| 59 | META | META PLATFORMS INC | Communication Services | 1,602.0 | $1.0M | 0.07% | +51.0 | +3.3% | $628.43 | -2.1% |
| 60 | ABBV | ABBVIE INC | Healthcare | 4,689.0 | $996K | 0.07% | -141.0 | -2.9% | $212.40 | +1.1% |
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%