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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,339.0 | $566K | 0.04% | +312.0 | +3.9% | $67.92 | +6.6% |
| 42 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 547.0 | $565K | 0.04% | +148.0 | +37.1% | $1032.34 | -2.5% |
| 43 | RTX | RTX CORPORATION | Industrials | 2,711.0 | $551K | 0.04% | +37.0 | +1.4% | $203.22 | -12.7% |
| 44 | CVX | CHEVRON CORPORATION | Energy | 2,710.0 | $516K | 0.04% | +954.0 | +54.3% | $190.36 | -3.9% |
| 45 | LRCX | LAM RESEARCH CORP | Technology | 1,940.0 | $502K | 0.04% | +130.0 | +7.2% | $258.77 | +23.2% |
| 46 | HON | HONEYWELL INTL INC | Industrials | 1,957.0 | $462K | 0.03% | +64.0 | +3.4% | $236.06 | -1.6% |
| 47 | DE | DEERE & CO | Industrials | 743.0 | $460K | 0.03% | +246.0 | +49.5% | $618.82 | -14.7% |
| 48 | XLF | SELECT SECTOR SPDR TR | — | 8,937.0 | $459K | 0.03% | +1K | +14.5% | $51.33 | +0.1% |
| 49 | PANW | PALO ALTO NETWORKS INC | Technology | 2,558.0 | $427K | 0.03% | +218.0 | +9.3% | $166.99 | +49.8% |
| 50 | MS | MORGAN STANLEY | Financial Services | 2,351.0 | $419K | 0.03% | +39.0 | +1.7% | $178.16 | +12.3% |
| 51 | PEP | PEPSICO INC | Consumer Defensive | 2,622.0 | $413K | 0.03% | +241.0 | +10.1% | $157.51 | -5.7% |
| 52 | MRK | MERCK & CO INC | Healthcare | 3,230.0 | $396K | 0.03% | +1K | +68.3% | $122.68 | -1.3% |
| 53 | FAST | FASTENAL CO | Industrials | 7,730.0 | $380K | 0.03% | +380.0 | +5.2% | $49.10 | -9.4% |
| 54 | ALL | ALLSTATE CORP | Financial Services | 1,557.0 | $334K | 0.03% | +130.0 | +9.1% | $214.52 | -1.9% |
| 55 | T | AT&T INC | Communication Services | 12,385.0 | $332K | 0.02% | +390.0 | +3.2% | $26.84 | -6.6% |
| 56 | ABT | ABBOTT LABORATORIES | Healthcare | 3,038.0 | $312K | 0.02% | +731.0 | +31.7% | $102.72 | -17.1% |
| 57 | MGK | VANGUARD WORLD FD | — | 804.0 | $310K | 0.02% | +7.0 | +0.9% | $386.17 | -76.8% |
| 58 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,003.0 | $308K | 0.02% | +9.0 | +0.9% | $306.91 | +24.8% |
| 59 | KO | COCA COLA CO | Consumer Defensive | 3,873.0 | $303K | 0.02% | +852.0 | +28.2% | $78.19 | +5.1% |
| 60 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,320.0 | $303K | 0.02% | +523.0 | +29.1% | $130.49 | +2.3% |
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%