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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | CAT | CATERPILLAR INC | Industrials | 980.0 | $561K | 0.04% | NEW | — | $572.62 | +58.7% |
| 82 | EPS | WISDOMTREE TR | — | 7,815.0 | $554K | 0.04% | NEW | — | $70.86 | +10.5% |
| 83 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,123.0 | $543K | 0.04% | NEW | — | $483.47 | +10.3% |
| 84 | ILCG | ISHARES TR | — | 5,060.0 | $526K | 0.04% | NEW | — | $104.04 | +12.5% |
| 85 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 12,847.0 | $523K | 0.04% | NEW | — | $40.73 | +19.3% |
| 86 | NEE | NEXTERA ENERGY INC | Utilities | 6,513.0 | $523K | 0.04% | NEW | — | $80.28 | +8.9% |
| 87 | RTX | RTX CORPORATION | Industrials | 2,674.0 | $490K | 0.04% | NEW | — | $183.43 | -3.1% |
| 88 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 3,327.0 | $477K | 0.04% | NEW | — | $143.30 | +3.0% |
| 89 | GAUG | FIRST TR EXCHNG TRADED FD VI | — | 12,105.0 | $475K | 0.04% | NEW | — | $39.26 | +4.7% |
| 90 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,027.0 | $466K | 0.04% | NEW | — | $58.09 | +24.5% |
| 91 | GEV | GE VERNOVA INC | Utilities | 706.0 | $461K | 0.04% | NEW | — | $653.57 | +59.4% |
| 92 | MUB | ISHARES TR | — | 4,263.0 | $457K | 0.03% | NEW | — | $107.11 | -0.2% |
| 93 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 11,558.0 | $437K | 0.03% | NEW | — | $37.82 | +4.8% |
| 94 | PANW | PALO ALTO NETWORKS INC | Technology | 2,340.0 | $431K | 0.03% | NEW | — | $184.20 | +34.9% |
| 95 | XLF | SELECT SECTOR SPDR TR | — | 7,806.0 | $428K | 0.03% | NEW | — | $54.77 | -6.1% |
| 96 | PAYX | PAYCHEX INC | Industrials | 3,713.0 | $416K | 0.03% | NEW | — | $112.17 | -15.8% |
| 97 | MS | MORGAN STANLEY | Financial Services | 2,312.0 | $410K | 0.03% | NEW | — | $177.53 | +13.6% |
| 98 | IWR | ISHARES TR | — | 4,251.0 | $409K | 0.03% | NEW | — | $96.27 | +10.8% |
| 99 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,097.0 | $406K | 0.03% | NEW | — | $369.95 | -15.4% |
| 100 | VB | VANGUARD INDEX FDS | — | 1,562.0 | $403K | 0.03% | NEW | — | $257.90 | +13.4% |
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%