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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ABBV | ABBVIE INC | Healthcare | 4,326.0 | $1.1M | 0.07% | -363.0 | -7.7% | $251.64 | +5.3% |
| 62 | VUSB | VANGUARD BD INDEX FDS | — | 20,991.0 | $1.0M | 0.07% | -1K | -5.6% | $49.78 | -0.1% |
| 63 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,779.0 | $1.0M | 0.07% | +103.0 | +2.8% | $270.31 | +0.2% |
| 64 | — | EA SERIES TRUST | — | 17,822.0 | $1.0M | 0.07% | — | — | $56.92 | — |
| 65 | VNQ | VANGUARD INDEX FDS | — | 10,425.0 | $1.0M | 0.07% | — | — | $96.43 | +2.1% |
| 66 | GEV | GE VERNOVA INC | Utilities | 841.0 | $988K | 0.06% | +78.0 | +10.2% | $1175.23 | -18.6% |
| 67 | LRCX | LAM RESEARCH CORP | Technology | 2,224.0 | $964K | 0.06% | +284.0 | +14.6% | $433.59 | -27.6% |
| 68 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 3,336.0 | $938K | 0.06% | +260.0 | +8.4% | $281.25 | -16.2% |
| 69 | PANW | PALO ALTO NETWORKS INC | Technology | 2,664.0 | $908K | 0.06% | +106.0 | +4.1% | $341.02 | +4.9% |
| 70 | META | META PLATFORMS INC | Communication Services | 1,595.0 | $899K | 0.06% | — | — | $563.34 | -2.4% |
| 71 | VXF | VANGUARD INDEX FDS | — | 3,561.0 | $877K | 0.06% | — | — | $246.21 | -0.3% |
| 72 | IJR | ISHARES TR | — | 5,699.0 | $845K | 0.06% | — | — | $148.31 | -0.7% |
| 73 | V | VISA INC | Financial Services | 2,434.0 | $835K | 0.05% | +327.0 | +15.5% | $343.10 | +8.1% |
| 74 | IGM | ISHARES TR | — | 5,070.0 | $829K | 0.05% | — | — | $163.58 | -2.9% |
| 75 | HACK | AMPLIFY ETF TR | — | 7,605.0 | $798K | 0.05% | — | — | $104.93 | +6.4% |
| 76 | ET | ENERGY TRANSFER L P | Energy | 41,402.0 | $792K | 0.05% | — | — | $19.12 | +10.8% |
| 77 | AMAT | APPLIED MATLS INC | Technology | 1,086.0 | $785K | 0.05% | +219.0 | +25.3% | $723.00 | -31.9% |
| 78 | CAT | CATERPILLAR INC | Industrials | 727.0 | $774K | 0.05% | -571.0 | -44.0% | $1064.59 | -22.2% |
| 79 | AMGN | AMGEN INC | Healthcare | 1,938.0 | $702K | 0.04% | +113.0 | +6.2% | $362.12 | +21.3% |
| 80 | INTC | INTEL CORP | Technology | 4,992.0 | $697K | 0.04% | +1K | +32.1% | $139.64 | -35.5% |
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
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%