Portfolio (Quarterly)
Guide ↗
Bouchey Financial Group, Ltd.
· CIK 0001599054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | IWL | ISHARES TR | — | 2,026.0 | $375K | 0.02% | -203.0 | -9.1% | $184.95 | +2.4% |
| 122 | AIVL | WISDOMTREE TR | — | 2,840.0 | $372K | 0.02% | — | — | $131.13 | +2.4% |
| 123 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 3,982.0 | $363K | 0.02% | +121.0 | +3.1% | $91.20 | -16.6% |
| 124 | SOXL | DIREXION SHARES ETF TRUST | — | 1,350.0 | $360K | 0.02% | NEW | — | $266.71 | -54.8% |
| 125 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,520.0 | $360K | 0.02% | — | — | $236.57 | +3.1% |
| 126 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,054.0 | $357K | 0.02% | +152.0 | +16.9% | $338.25 | -0.7% |
| 127 | CBU | COMMUNITY FINANCIAL SYSTEM I | Financial Services | 5,269.0 | $356K | 0.02% | — | — | $67.51 | -5.8% |
| 128 | MGK | VANGUARD WORLD FD | — | 4,020.0 | $353K | 0.02% | +3K | +400.0% | $87.91 | +1.2% |
| 129 | TXN | TEXAS INSTRS INC | Technology | 1,156.0 | $345K | 0.02% | NEW | — | $298.07 | -11.3% |
| 130 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 439.0 | $335K | 0.02% | NEW | — | $190.79 | +0.6% |
| 131 | GSEW | GOLDMAN SACHS ETF TR | — | 3,525.0 | $333K | 0.02% | -80.0 | -2.2% | $94.42 | +4.1% |
| 132 | VWO | VANGUARD INTL EQUITY INDEX F | — | 5,468.0 | $326K | 0.02% | — | — | $59.69 | +1.3% |
| 133 | PEP | PEPSICO INC | Consumer Defensive | 2,363.0 | $320K | 0.02% | -259.0 | -9.9% | $135.42 | +5.9% |
| 134 | VCR | VANGUARD WORLD FD | — | 802.0 | $318K | 0.02% | +16.0 | +2.0% | $396.61 | +0.1% |
| 135 | HDV | ISHARES TR | — | 11,325.0 | $310K | 0.02% | +9K | +397.8% | $27.41 | +8.8% |
| 136 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,766.0 | $309K | 0.02% | -21K | -72.8% | $39.80 | +1.9% |
| 137 | ANET | ARISTA NETWORKS INC | Technology | 1,787.0 | $304K | 0.02% | +261.0 | +17.1% | $169.88 | +11.0% |
| 138 | ONEQ | FIDELITY COMWLTH TR | — | 2,931.0 | $303K | 0.02% | — | — | $103.22 | -0.1% |
| 139 | SCHK | SCHWAB STRATEGIC TR | — | 8,378.0 | $302K | 0.02% | — | — | $36.06 | +2.5% |
| 140 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,208.0 | $302K | 0.02% | +158.0 | +7.7% | $136.81 | -11.6% |
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%