Portfolio (Quarterly)
Guide ↗
Bouchey Financial Group Ltd
· CIK 0001599054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 359.0 | $276K | 0.02% | +29.0 | +8.8% | $767.91 | -18.3% |
| 62 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 3,861.0 | $275K | 0.02% | +90.0 | +2.4% | $71.22 | +35.1% |
| 63 | SCHG | SCHWAB STRATEGIC TR | — | 8,912.0 | $271K | 0.02% | +940.0 | +11.8% | $30.45 | +13.4% |
| 64 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,487.0 | $245K | 0.02% | +72.0 | +5.1% | $165.00 | -4.2% |
| 65 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 682.0 | $229K | 0.02% | +47.0 | +7.4% | $335.73 | -7.7% |
| 66 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 249.0 | $225K | 0.02% | +18.0 | +7.8% | $905.04 | +9.4% |
| 67 | NOBL | PROSHARES TR | — | 2,030.0 | $219K | 0.02% | +80.0 | +4.1% | $108.11 | +0.0% |
| 68 | MA | MASTERCARD INCORPORATED | Financial Services | 428.0 | $216K | 0.02% | +12.0 | +2.9% | $504.61 | -2.1% |
| 69 | PLUG | PLUG PWR INC | Industrials | 12,551.0 | $34K | 0.00% | +2K | +20.2% | $2.74 | +51.5% |
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%