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 | ULST | SSGA ACTIVE ETF TR | — | 6,690.0 | $270K | 0.02% | -289.0 | -4.1% | $40.43 | -0.1% |
| 42 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,271.0 | $265K | 0.02% | -49.0 | -2.1% | $116.67 | +54.2% |
| 43 | VFH | VANGUARD WORLD FD | — | 1,838.0 | $242K | 0.02% | -306.0 | -14.3% | $131.60 | +6.9% |
| 44 | GLDM | WORLD GOLD TR | Financial Services | 2,980.0 | $237K | 0.01% | -130.0 | -4.2% | $79.42 | +15.0% |
| 45 | BIBL | NORTHERN LTS FD TR IV | — | 3,752.0 | $217K | 0.01% | -908.0 | -19.5% | $57.88 | -3.5% |
| 46 | BBAG | J P MORGAN EXCHANGE TRADED F | — | 4,687.0 | $215K | 0.01% | -33.0 | -0.7% | $45.95 | -1.8% |
| 47 | T | AT&T INC | Communication Services | 10,349.0 | $214K | 0.01% | -2K | -16.4% | $20.70 | +22.3% |
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
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%