Portfolio (Quarterly)
Guide ↗
Bouchey Financial Group Ltd
· CIK 0001599054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | SCHK | SCHWAB STRATEGIC TR | — | 8,378.0 | $274K | 0.02% | — | — | $32.75 | +10.3% |
| 142 | SCHG | SCHWAB STRATEGIC TR | — | 8,912.0 | $271K | 0.02% | +940.0 | +11.8% | $30.45 | +13.7% |
| 143 | VFH | VANGUARD WORLD FD | — | 2,144.0 | $270K | 0.02% | -577.0 | -21.2% | $125.88 | +0.4% |
| 144 | SPGI | S&P GLOBAL INC | Financial Services | 630.0 | $267K | 0.02% | -13.0 | -2.0% | $424.32 | -2.5% |
| 145 | ONEQ | FIDELITY COMWLTH TR | — | 2,931.0 | $263K | 0.02% | — | — | $89.81 | +17.0% |
| 146 | LRGF | ISHARES TR | — | 3,745.0 | $258K | 0.02% | — | — | $68.77 | +9.9% |
| 147 | XT | ISHARES TR | — | 3,588.0 | $256K | 0.02% | — | — | $71.21 | +15.2% |
| 148 | LGLV | SPDR SERIES TRUST | — | 1,400.0 | $255K | 0.02% | — | — | $182.39 | -1.5% |
| 149 | NOC | NORTHROP GRUMMAN CORP | Industrials | 369.0 | $255K | 0.02% | NEW | — | $690.57 | -19.9% |
| 150 | DHR | DANAHER CORP DEL | Healthcare | 1,306.0 | $252K | 0.02% | — | — | $193.28 | -10.9% |
| 151 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,487.0 | $245K | 0.02% | +72.0 | +5.1% | $165.00 | -4.8% |
| 152 | IMCV | ISHARES TR | — | 2,808.0 | $245K | 0.02% | — | — | $87.37 | +3.0% |
| 153 | NFLX | NETFLIX INC. | Communication Services | 2,387.0 | $244K | 0.02% | NEW | — | $102.05 | -14.2% |
| 154 | BIBL | NORTHERN LTS FD TR IV | — | 4,660.0 | $234K | 0.02% | — | — | $50.30 | +7.7% |
| 155 | INTC | INTEL CORP | Technology | 3,778.0 | $233K | 0.02% | NEW | — | $61.72 | +94.7% |
| 156 | SXI | STANDEX INTL CORP | Industrials | 840.0 | $229K | 0.02% | NEW | — | $272.65 | +0.8% |
| 157 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 682.0 | $229K | 0.02% | +47.0 | +7.4% | $335.73 | -7.5% |
| 158 | VLO | VALERO ENERGY CORP | Energy | 971.0 | $228K | 0.02% | NEW | — | $235.10 | +3.3% |
| 159 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 249.0 | $225K | 0.02% | +18.0 | +7.8% | $905.04 | +10.0% |
| 160 | ANET | ARISTA NETWORKS INC | Technology | 1,526.0 | $223K | 0.02% | -44.0 | -2.8% | $146.05 | +6.1% |
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
43.1%
Technology
33.1%
Consumer Cyclical
11.7%
Communication Services
2.9%
Industrials
2.7%
Healthcare
2.3%
Consumer Defensive
1.6%
Energy
1.2%
Utilities
0.6%
Basic Materials
0.5%