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 | UNP | UNION PAC CORP | Industrials | 7,489.0 | $1.7M | 0.13% | NEW | — | $231.32 | +20.5% |
| 42 | SDY | SPDR SERIES TRUST | — | 12,000.0 | $1.7M | 0.12% | NEW | — | $139.16 | +7.9% |
| 43 | BAC | BANK AMERICA CORP | Financial Services | 28,425.0 | $1.6M | 0.12% | NEW | — | $55.00 | -6.7% |
| 44 | JNJ | JOHNSON & JOHNSON | Healthcare | 7,366.0 | $1.5M | 0.11% | NEW | — | $206.95 | +11.9% |
| 45 | TOTL | SSGA ACTIVE ETF TR | — | 35,761.0 | $1.4M | 0.11% | NEW | — | $40.25 | -2.0% |
| 46 | MU | MICRON TECHNOLOGY INC | Technology | 4,676.0 | $1.3M | 0.10% | NEW | — | $285.49 | +221.1% |
| 47 | VUSB | VANGUARD BD INDEX FDS | — | 25,409.0 | $1.3M | 0.10% | NEW | — | $49.84 | -0.1% |
| 48 | VUG | VANGUARD INDEX FDS | — | 2,559.0 | $1.2M | 0.09% | NEW | — | $487.86 | -81.9% |
| 49 | LLY | ELI LILLY & CO | Healthcare | 1,123.0 | $1.2M | 0.09% | NEW | — | $1075.07 | +0.9% |
| 50 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 7,455.0 | $1.2M | 0.09% | NEW | — | $161.00 | +12.9% |
| 51 | XLV | SELECT SECTOR SPDR TR | — | 7,628.0 | $1.2M | 0.09% | NEW | — | $154.80 | -3.9% |
| 52 | SCHM | SCHWAB STRATEGIC TR | — | 38,980.0 | $1.2M | 0.09% | NEW | — | $30.07 | +17.1% |
| 53 | ABBV | ABBVIE INC | Healthcare | 4,830.0 | $1.1M | 0.08% | NEW | — | $228.49 | -6.1% |
| 54 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,503.0 | $1.1M | 0.08% | NEW | — | $305.63 | -8.0% |
| 55 | VTEB | VANGUARD MUN BD FDS | — | 21,277.0 | $1.1M | 0.08% | NEW | — | $50.29 | -0.2% |
| 56 | META | META PLATFORMS INC | Communication Services | 1,551.0 | $1.0M | 0.08% | NEW | — | $660.12 | -4.7% |
| 57 | NUE | NUCOR CORP | Basic Materials | 6,146.0 | $1.0M | 0.07% | NEW | — | $163.67 | +50.2% |
| 58 | IVV | ISHARES TR | — | 1,459.0 | $1000K | 0.07% | NEW | — | $685.08 | +10.1% |
| 59 | VNQ | VANGUARD INDEX FDS | — | 10,425.0 | $923K | 0.07% | NEW | — | $88.49 | +9.9% |
| 60 | HD | HOME DEPOT INC | Consumer Cyclical | 2,647.0 | $911K | 0.07% | NEW | — | $344.08 | -7.7% |
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%