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 | AMD | ADVANCED MICRO DEVICES INC | Technology | 4,148.0 | $982K | 0.07% | -23.0 | -0.6% | $236.64 | +109.4% |
| 62 | CSCO | CISCO SYS INC | Technology | 11,730.0 | $979K | 0.07% | +2K | +23.6% | $83.47 | +43.3% |
| 63 | HD | HOME DEPOT INC | Consumer Cyclical | 2,883.0 | $979K | 0.07% | +236.0 | +8.9% | $339.58 | -6.5% |
| 64 | VNQ | VANGUARD INDEX FDS | — | 10,425.0 | $967K | 0.07% | — | — | $92.78 | +5.0% |
| 65 | GE | GE AEROSPACE | Industrials | 2,976.0 | $932K | 0.07% | +63.0 | +2.2% | $313.31 | +0.6% |
| 66 | — | EA SERIES TRUST | — | 17,822.0 | $915K | 0.07% | NEW | — | $51.34 | — |
| 67 | ET | ENERGY TRANSFER L P | Energy | 41,402.0 | $790K | 0.06% | — | — | $19.09 | +2.6% |
| 68 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,242.0 | $775K | 0.06% | +119.0 | +10.6% | $623.74 | -14.7% |
| 69 | XOM | EXXON MOBIL CORP | Energy | 4,970.0 | $771K | 0.06% | +296.0 | +6.3% | $155.04 | -4.7% |
| 70 | VXF | VANGUARD INDEX FDS | — | 3,561.0 | $765K | 0.06% | — | — | $214.87 | +8.9% |
| 71 | IJR | ISHARES TR | — | 5,699.0 | $745K | 0.06% | — | — | $130.75 | +6.8% |
| 72 | PULS | PGIM ETF TR | — | 14,908.0 | $739K | 0.05% | NEW | — | $49.58 | +0.3% |
| 73 | GEV | GE VERNOVA INC | Utilities | 763.0 | $739K | 0.05% | +57.0 | +8.1% | $968.37 | +8.3% |
| 74 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 3,076.0 | $730K | 0.05% | — | — | $237.18 | +7.7% |
| 75 | USMV | ISHARES TR | — | 7,193.0 | $675K | 0.05% | — | — | $93.86 | +2.6% |
| 76 | NEE | NEXTERA ENERGY INC | Utilities | 7,013.0 | $663K | 0.05% | +500.0 | +7.7% | $94.48 | -7.6% |
| 77 | — | FIRST TR EXCHNG TRADED FD VI | — | 17,327.0 | $656K | 0.05% | — | — | $37.88 | — |
| 78 | WFC | WELLS FARGO & CO | Financial Services | 7,576.0 | $652K | 0.05% | — | — | $86.02 | -11.9% |
| 79 | VEU | VANGUARD INTL EQUITY INDEX F | — | 8,228.0 | $650K | 0.05% | — | — | $79.01 | +6.0% |
| 80 | V | VISA INC | Financial Services | 2,107.0 | $649K | 0.05% | +106.0 | +5.3% | $308.26 | +6.9% |
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%