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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | AMGN | AMGEN INC | Healthcare | 1,825.0 | $649K | 0.05% | +63.0 | +3.6% | $355.60 | -4.6% |
| 82 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 13,518.0 | $646K | 0.05% | +671.0 | +5.2% | $47.78 | +1.8% |
| 83 | IGM | ISHARES TR | — | 5,070.0 | $645K | 0.05% | — | — | $127.17 | +25.8% |
| 84 | VTV | VANGUARD INDEX FDS | — | 2,978.0 | $604K | 0.04% | -1K | -26.3% | $202.95 | +4.3% |
| 85 | WMT | WALMART INC | Consumer Defensive | 4,662.0 | $602K | 0.04% | +2K | +66.6% | $129.14 | -8.1% |
| 86 | MPLX | MPLX LP | Energy | 10,568.0 | $596K | 0.04% | — | — | $56.36 | -0.3% |
| 87 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 3,933.0 | $577K | 0.04% | +606.0 | +18.2% | $146.68 | +0.6% |
| 88 | HACK | AMPLIFY ETF TR | — | 7,605.0 | $569K | 0.04% | — | — | $74.80 | +22.9% |
| 89 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,339.0 | $566K | 0.04% | +312.0 | +3.9% | $67.92 | +6.6% |
| 90 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 547.0 | $565K | 0.04% | +148.0 | +37.1% | $1032.34 | -2.5% |
| 91 | EPS | WISDOMTREE TR | — | 7,815.0 | $557K | 0.04% | — | — | $71.23 | +9.8% |
| 92 | RTX | RTX CORPORATION | Industrials | 2,711.0 | $551K | 0.04% | +37.0 | +1.4% | $203.22 | -12.6% |
| 93 | TRTX | TPG RE FIN TR INC | Real Estate | 65,616.0 | $536K | 0.04% | NEW | — | $8.17 | +2.1% |
| 94 | CVX | CHEVRON CORPORATION | Energy | 2,710.0 | $516K | 0.04% | +954.0 | +54.3% | $190.36 | -3.9% |
| 95 | ILCG | ISHARES TR | — | 5,060.0 | $512K | 0.04% | — | — | $101.27 | +15.3% |
| 96 | LRCX | LAM RESEARCH CORP | Technology | 1,940.0 | $502K | 0.04% | +130.0 | +7.2% | $258.77 | +23.1% |
| 97 | GAUG | FIRST TR EXCHNG TRADED FD VI | — | 12,069.0 | $479K | 0.04% | — | — | $39.68 | +3.6% |
| 98 | HON | HONEYWELL INTL INC | Industrials | 1,957.0 | $462K | 0.03% | +64.0 | +3.4% | $236.06 | -1.0% |
| 99 | DE | DEERE & CO | Industrials | 743.0 | $460K | 0.03% | +246.0 | +49.5% | $618.82 | -14.5% |
| 100 | XLF | SELECT SECTOR SPDR TR | — | 8,937.0 | $459K | 0.03% | +1K | +14.5% | $51.33 | +0.2% |
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%