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 | USMV | ISHARES TR | — | 7,193.0 | $694K | 0.04% | — | — | $96.46 | +5.0% |
| 82 | VEU | VANGUARD INTL EQUITY INDEX F | — | 8,228.0 | $689K | 0.04% | — | — | $83.75 | +1.6% |
| 83 | XOM | EXXON MOBIL CORP | Energy | 4,999.0 | $684K | 0.04% | +29.0 | +0.6% | $136.73 | +20.3% |
| 84 | MO | ALTRIA GROUP INC | Consumer Defensive | 9,411.0 | $682K | 0.04% | +1K | +12.9% | $72.49 | -6.1% |
| 85 | MRVL | MARVELL TECHNOLOGY INC | Technology | 2,239.0 | $667K | 0.04% | NEW | — | $297.89 | -24.2% |
| 86 | WFC | WELLS FARGO & CO | Financial Services | 8,021.0 | $663K | 0.04% | +445.0 | +5.9% | $82.64 | +3.6% |
| 87 | VTV | VANGUARD INDEX FDS | — | 2,864.0 | $624K | 0.04% | -114.0 | -3.8% | $217.93 | +3.9% |
| 88 | NEE | NEXTERA ENERGY INC | Utilities | 7,049.0 | $619K | 0.04% | +36.0 | +0.5% | $87.77 | -4.9% |
| 89 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,207.0 | $615K | 0.04% | -35.0 | -2.8% | $509.45 | +9.9% |
| 90 | EPS | WISDOMTREE TR | — | 7,815.0 | $608K | 0.04% | — | — | $77.79 | +3.2% |
| 91 | TQQQ | PROSHARES TR | — | 7,414.0 | $601K | 0.04% | — | — | $81.00 | -15.7% |
| 92 | MPLX | MPLX LP | Energy | 10,568.0 | $595K | 0.04% | — | — | $56.33 | +4.1% |
| 93 | ILCG | ISHARES TR | — | 5,060.0 | $592K | 0.04% | — | — | $117.02 | -3.0% |
| 94 | RTX | RTX CORPORATION | Industrials | 2,904.0 | $551K | 0.04% | +193.0 | +7.1% | $189.76 | +10.1% |
| 95 | PULS | PGIM ETF TR | — | 10,882.0 | $540K | 0.04% | -4K | -27.0% | $49.64 | +0.1% |
| 96 | MS | MORGAN STANLEY | Financial Services | 2,560.0 | $535K | 0.04% | +209.0 | +8.9% | $209.04 | +3.0% |
| 97 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,242.0 | $516K | 0.03% | +239.0 | +23.8% | $415.63 | -4.6% |
| 98 | DE | DEERE & CO | Industrials | 812.0 | $516K | 0.03% | +69.0 | +9.3% | $635.60 | +3.3% |
| 99 | WMT | WALMART INC | Consumer Defensive | 4,531.0 | $513K | 0.03% | -131.0 | -2.8% | $113.27 | -7.7% |
| 100 | XLV | SELECT SECTOR SPDR TR | — | 3,198.0 | $507K | 0.03% | -4K | -57.1% | $158.66 | +9.8% |
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%