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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | VCR | VANGUARD WORLD FD | — | 786.0 | $310K | 0.02% | NEW | — | $393.92 | +2.1% |
| 122 | GSEW | GOLDMAN SACHS ETF TR | — | 3,605.0 | $307K | 0.02% | NEW | — | $85.12 | +8.5% |
| 123 | DHR | DANAHER CORPORATION | Healthcare | 1,304.0 | $299K | 0.02% | NEW | — | $229.15 | -24.9% |
| 124 | ALL | ALLSTATE CORP | Financial Services | 1,427.0 | $299K | 0.02% | NEW | — | $209.18 | +0.5% |
| 125 | T | AT&T INC | Communication Services | 11,995.0 | $298K | 0.02% | NEW | — | $24.84 | +0.6% |
| 126 | FAST | FASTENAL CO | Industrials | 7,350.0 | $295K | 0.02% | NEW | — | $40.13 | +12.0% |
| 127 | URI | UNITED RENTALS INC | Industrials | 364.0 | $295K | 0.02% | NEW | — | $809.32 | +22.1% |
| 128 | VWO | VANGUARD INTL EQUITY INDEX F | — | 5,468.0 | $294K | 0.02% | NEW | — | $53.76 | +12.2% |
| 129 | ABT | ABBOTT LABS | Healthcare | 2,307.0 | $289K | 0.02% | NEW | — | $125.29 | -31.6% |
| 130 | HDV | ISHARES TR | — | 2,275.0 | $277K | 0.02% | NEW | — | $121.61 | -77.3% |
| 131 | SCHK | SCHWAB STRATEGIC TR | — | 8,378.0 | $275K | 0.02% | NEW | — | $32.80 | +10.1% |
| 132 | XJUN | FIRST TR EXCHNG TRADED FD VI | — | 6,378.0 | $274K | 0.02% | NEW | — | $42.95 | +3.0% |
| 133 | GLDM | WORLD GOLD TR | Financial Services | 3,146.0 | $269K | 0.02% | NEW | — | $85.37 | +3.2% |
| 134 | ONEQ | FIDELITY COMWLTH TR | — | 2,931.0 | $268K | 0.02% | NEW | — | $91.40 | +15.0% |
| 135 | CVX | CHEVRON CORP NEW | Energy | 1,756.0 | $268K | 0.02% | NEW | — | $152.41 | +19.9% |
| 136 | ORCL | ORACLE CORP | Technology | 1,353.0 | $264K | 0.02% | NEW | — | $194.91 | -2.0% |
| 137 | SCHG | SCHWAB STRATEGIC TR | — | 7,972.0 | $260K | 0.02% | NEW | — | $32.62 | +6.1% |
| 138 | LRGF | ISHARES TR | — | 3,745.0 | $260K | 0.02% | NEW | — | $69.43 | +8.8% |
| 139 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 330.0 | $255K | 0.02% | NEW | — | $771.93 | -18.2% |
| 140 | XT | ISHARES TR | — | 3,588.0 | $250K | 0.02% | NEW | — | $69.74 | +17.6% |
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%