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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | — | FIRST TR EXCHNG TRADED FD VI | — | 10,287.0 | $402K | 0.03% | NEW | — | $39.09 | — |
| 102 | TQQQ | PROSHARES TR | — | 7,424.0 | $391K | 0.03% | NEW | — | $52.72 | +54.9% |
| 103 | IWL | ISHARES TR | — | 2,229.0 | $380K | 0.03% | NEW | — | $170.63 | +9.3% |
| 104 | HON | HONEYWELL INTL INC | Industrials | 1,893.0 | $369K | 0.03% | NEW | — | $195.09 | +18.7% |
| 105 | VFH | VANGUARD WORLD FD | — | 2,721.0 | $363K | 0.03% | NEW | — | $133.49 | -5.4% |
| 106 | KEY | KEYCORP | Financial Services | 17,345.0 | $358K | 0.03% | NEW | — | $20.64 | +4.2% |
| 107 | VV | VANGUARD INDEX FDS | — | 1,136.0 | $358K | 0.03% | NEW | — | $314.78 | +9.6% |
| 108 | GJUL | FIRST TR EXCHNG TRADED FD VI | — | 8,613.0 | $356K | 0.03% | NEW | — | $41.33 | +4.5% |
| 109 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 399.0 | $344K | 0.03% | NEW | — | $862.62 | +16.4% |
| 110 | PEP | PEPSICO INC | Consumer Defensive | 2,381.0 | $343K | 0.03% | NEW | — | $144.26 | +2.4% |
| 111 | SPGI | S&P GLOBAL INC | Financial Services | 643.0 | $336K | 0.03% | NEW | — | $522.59 | -20.4% |
| 112 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,519.0 | $334K | 0.03% | NEW | — | $219.75 | +6.1% |
| 113 | MGK | VANGUARD WORLD FD | — | 797.0 | $329K | 0.03% | NEW | — | $412.77 | -78.3% |
| 114 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 994.0 | $328K | 0.03% | NEW | — | $330.11 | +16.3% |
| 115 | AIVL | WISDOMTREE TR | — | 2,840.0 | $327K | 0.02% | NEW | — | $114.98 | +10.2% |
| 116 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 536.0 | $325K | 0.02% | NEW | — | $605.46 | +12.1% |
| 117 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,797.0 | $319K | 0.02% | NEW | — | $177.75 | -25.5% |
| 118 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,035.0 | $315K | 0.02% | NEW | — | $304.16 | +39.0% |
| 119 | WMT | WALMART INC | Consumer Defensive | 2,798.0 | $312K | 0.02% | NEW | — | $111.41 | +6.4% |
| 120 | LRCX | LAM RESEARCH CORP | Technology | 1,810.0 | $310K | 0.02% | NEW | — | $171.39 | +86.1% |
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%