Portfolio (Quarterly)
Guide ↗
Bouchey Financial Group Ltd
· CIK 0001599054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | ALL | ALLSTATE CORP | Financial Services | 1,557.0 | $334K | 0.03% | +130.0 | +9.1% | $214.52 | -2.2% |
| 122 | T | AT&T INC | Communication Services | 12,385.0 | $332K | 0.02% | +390.0 | +3.2% | $26.84 | -6.8% |
| 123 | CBU | COMMUNITY FINANCIAL SYSTEM I | Financial Services | 5,246.0 | $330K | 0.02% | NEW | — | $62.95 | +2.0% |
| 124 | GSEW | GOLDMAN SACHS ETF TR | — | 3,605.0 | $315K | 0.02% | — | — | $87.33 | +5.8% |
| 125 | ABT | ABBOTT LABORATORIES | Healthcare | 3,038.0 | $312K | 0.02% | +731.0 | +31.7% | $102.72 | -16.7% |
| 126 | MGK | VANGUARD WORLD FD | — | 804.0 | $310K | 0.02% | +7.0 | +0.9% | $386.17 | -76.8% |
| 127 | VWO | VANGUARD INTL EQUITY INDEX F | — | 5,468.0 | $309K | 0.02% | — | — | $56.44 | +6.7% |
| 128 | HDV | ISHARES TR | — | 2,275.0 | $308K | 0.02% | — | — | $135.41 | -79.6% |
| 129 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,003.0 | $308K | 0.02% | +9.0 | +0.9% | $306.91 | +24.6% |
| 130 | KO | COCA COLA CO | Consumer Defensive | 3,873.0 | $303K | 0.02% | +852.0 | +28.2% | $78.19 | +4.8% |
| 131 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,320.0 | $303K | 0.02% | +523.0 | +29.1% | $130.49 | +1.8% |
| 132 | VCR | VANGUARD WORLD FD | — | 786.0 | $294K | 0.02% | — | — | $373.59 | +8.0% |
| 133 | GLDM | WORLD GOLD TR | Financial Services | 3,110.0 | $294K | 0.02% | -36.0 | -1.1% | $94.38 | -6.7% |
| 134 | AXP | AMERICAN EXPRESS CO | Financial Services | 902.0 | $287K | 0.02% | -195.0 | -17.8% | $318.63 | -1.6% |
| 135 | ULST | SSGA ACTIVE ETF TR | — | 6,979.0 | $282K | 0.02% | NEW | — | $40.40 | +0.1% |
| 136 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,050.0 | $281K | 0.02% | -28.0 | -1.4% | $137.15 | -5.4% |
| 137 | URI | UNITED RENTALS INC | Industrials | 363.0 | $279K | 0.02% | — | — | $767.36 | +28.7% |
| 138 | XJUN | FIRST TR EXCHNG TRADED FD VI | — | 6,361.0 | $278K | 0.02% | — | — | $43.63 | +1.4% |
| 139 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 359.0 | $276K | 0.02% | +29.0 | +8.8% | $767.91 | -17.8% |
| 140 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 3,861.0 | $275K | 0.02% | +90.0 | +2.4% | $71.22 | +35.2% |
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%