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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 3,072.0 | $910K | 0.07% | NEW | — | $296.23 | -13.8% |
| 62 | GE | GE AEROSPACE | Industrials | 2,913.0 | $898K | 0.07% | NEW | — | $308.24 | +2.9% |
| 63 | AMD | ADVANCED MICRO DEVICES INC | Technology | 4,171.0 | $893K | 0.07% | NEW | — | $214.16 | +131.4% |
| 64 | AVGO | BROADCOM INC | Technology | 2,526.0 | $874K | 0.07% | NEW | — | $346.09 | +21.9% |
| 65 | VTV | VANGUARD INDEX FDS | — | 4,041.0 | $772K | 0.06% | NEW | — | $190.99 | +10.9% |
| 66 | VXF | VANGUARD INDEX FDS | — | 3,561.0 | $745K | 0.06% | NEW | — | $209.12 | +11.8% |
| 67 | CSCO | CISCO SYS INC | Technology | 9,494.0 | $731K | 0.06% | NEW | — | $77.03 | +55.4% |
| 68 | WFC | WELLS FARGO CO NEW | Financial Services | 7,592.0 | $708K | 0.05% | NEW | — | $93.20 | -18.4% |
| 69 | V | VISA INC | Financial Services | 2,001.0 | $702K | 0.05% | NEW | — | $350.79 | -6.6% |
| 70 | IJR | ISHARES TR | — | 5,699.0 | $685K | 0.05% | NEW | — | $120.18 | +16.2% |
| 71 | ET | ENERGY TRANSFER L P | Energy | 41,402.0 | $683K | 0.05% | NEW | — | $16.49 | +17.3% |
| 72 | USMV | ISHARES TR | — | 7,193.0 | $677K | 0.05% | NEW | — | $94.16 | +2.0% |
| 73 | IGM | ISHARES TR | — | 5,070.0 | $655K | 0.05% | NEW | — | $129.16 | +24.3% |
| 74 | — | FIRST TR EXCHNG TRADED FD VI | — | 17,358.0 | $650K | 0.05% | NEW | — | $37.44 | — |
| 75 | XDEC | FIRST TR EXCHNG TRADED FD VI | — | 15,501.0 | $634K | 0.05% | NEW | — | $40.92 | +4.3% |
| 76 | HACK | AMPLIFY ETF TR | — | 7,605.0 | $611K | 0.05% | NEW | — | $80.37 | +14.2% |
| 77 | VEU | VANGUARD INTL EQUITY INDEX F | — | 8,228.0 | $605K | 0.04% | NEW | — | $73.56 | +13.9% |
| 78 | AMGN | AMGEN INC | Healthcare | 1,762.0 | $577K | 0.04% | NEW | — | $327.39 | +2.6% |
| 79 | MPLX | MPLX LP | Energy | 10,568.0 | $564K | 0.04% | NEW | — | $53.37 | +4.4% |
| 80 | XOM | EXXON MOBIL CORP | Energy | 4,674.0 | $562K | 0.04% | NEW | — | $120.34 | +23.0% |
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%