Portfolio (Quarterly)
Guide ↗
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 | 9,411.0 | $682K | 0.04% | +1K | +12.9% | $72.49 | -8.8% |
| 42 | WFC | WELLS FARGO & CO | Financial Services | 8,021.0 | $663K | 0.04% | +445.0 | +5.9% | $82.64 | +1.4% |
| 43 | NEE | NEXTERA ENERGY INC | Utilities | 7,049.0 | $619K | 0.04% | +36.0 | +0.5% | $87.77 | -4.7% |
| 44 | RTX | RTX CORPORATION | Industrials | 2,904.0 | $551K | 0.04% | +193.0 | +7.1% | $189.76 | +10.6% |
| 45 | MS | MORGAN STANLEY | Financial Services | 2,560.0 | $535K | 0.04% | +209.0 | +8.9% | $209.04 | +2.5% |
| 46 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,242.0 | $516K | 0.03% | +239.0 | +23.8% | $415.63 | -6.1% |
| 47 | DE | DEERE & CO | Industrials | 812.0 | $516K | 0.03% | +69.0 | +9.3% | $635.60 | +1.9% |
| 48 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,040.0 | $497K | 0.03% | +11.0 | +1.1% | $477.87 | -12.3% |
| 49 | VUG | VANGUARD INDEX FDS | — | 5,556.0 | $479K | 0.03% | +5K | +500.0% | $86.14 | +1.6% |
| 50 | MRK | MERCK & CO INC | Healthcare | 3,672.0 | $475K | 0.03% | +442.0 | +13.7% | $129.33 | +18.0% |
| 51 | URI | UNITED RENTALS INC | Industrials | 379.0 | $429K | 0.03% | +16.0 | +4.4% | $1132.89 | -3.0% |
| 52 | KLAC | KLA CORP | Technology | 1,412.0 | $426K | 0.03% | +1K | +1038.7% | $301.71 | -39.0% |
| 53 | ALL | ALLSTATE CORP | Financial Services | 1,689.0 | $404K | 0.03% | +132.0 | +8.5% | $238.97 | +6.2% |
| 54 | KO | COCA COLA CO | Consumer Defensive | 4,756.0 | $388K | 0.03% | +883.0 | +22.8% | $81.62 | +11.6% |
| 55 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 3,982.0 | $363K | 0.02% | +121.0 | +3.1% | $91.20 | -16.6% |
| 56 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,054.0 | $357K | 0.02% | +152.0 | +16.9% | $338.25 | -0.7% |
| 57 | MGK | VANGUARD WORLD FD | — | 4,020.0 | $353K | 0.02% | +3K | +400.0% | $87.91 | +1.2% |
| 58 | VCR | VANGUARD WORLD FD | — | 802.0 | $318K | 0.02% | +16.0 | +2.0% | $396.61 | +0.1% |
| 59 | HDV | ISHARES TR | — | 11,325.0 | $310K | 0.02% | +9K | +397.8% | $27.41 | +8.8% |
| 60 | ANET | ARISTA NETWORKS INC | Technology | 1,787.0 | $304K | 0.02% | +261.0 | +17.1% | $169.88 | +11.0% |
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
40.6%
Technology
39.9%
Consumer Cyclical
9.8%
Industrials
2.2%
Healthcare
2.1%
Communication Services
1.7%
Consumer Defensive
1.3%
Energy
0.9%
Utilities
0.6%
Basic Materials
0.5%