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 | SCHG | SCHWAB STRATEGIC TR | — | 8,912.0 | $302K | 0.02% | — | — | $33.84 | +4.1% |
| 142 | SXI | STANDEX INTL CORP | Industrials | 840.0 | $300K | 0.02% | — | — | $357.67 | -15.4% |
| 143 | XT | ISHARES TR | — | 3,588.0 | $296K | 0.02% | — | — | $82.63 | -0.5% |
| 144 | SNDK | SANDISK CORP | Technology | 130.0 | $296K | 0.02% | NEW | — | $2273.73 | -34.1% |
| 145 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 280.0 | $284K | 0.02% | +31.0 | +12.4% | $1012.92 | +2.1% |
| 146 | LRGF | ISHARES TR | — | 3,745.0 | $283K | 0.02% | — | — | $75.63 | +3.0% |
| 147 | DHR | DANAHER CORP DEL | Healthcare | 1,454.0 | $277K | 0.02% | +148.0 | +11.3% | $190.79 | +12.9% |
| 148 | ABT | ABBOTT LABORATORIES | Healthcare | 3,046.0 | $276K | 0.02% | — | — | $90.74 | +28.6% |
| 149 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 618.0 | $270K | 0.02% | +51.0 | +9.0% | $437.64 | -15.4% |
| 150 | ULST | SSGA ACTIVE ETF TR | — | 6,690.0 | $270K | 0.02% | -289.0 | -4.1% | $40.43 | -0.1% |
| 151 | NXPI | NXP SEMICONDUCTORS N V | Technology | 950.0 | $268K | 0.02% | NEW | — | $282.12 | -21.4% |
| 152 | QCOM | QUALCOMM INC | Technology | 1,450.0 | $268K | 0.02% | NEW | — | $184.80 | -14.2% |
| 153 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,271.0 | $265K | 0.02% | -49.0 | -2.1% | $116.67 | +52.4% |
| 154 | VLO | VALERO ENERGY CORP | Energy | 1,016.0 | $265K | 0.02% | +45.0 | +4.6% | $260.44 | +33.2% |
| 155 | SPGI | S&P GLOBAL INC | Financial Services | 640.0 | $261K | 0.02% | +10.0 | +1.6% | $407.26 | +6.4% |
| 156 | ESGV | VANGUARD WORLD FD | — | 1,954.0 | $258K | 0.02% | +87.0 | +4.7% | $132.24 | +2.5% |
| 157 | IMCV | ISHARES TR | — | 2,808.0 | $257K | 0.02% | — | — | $91.38 | +7.5% |
| 158 | LGLV | SPDR SERIES TRUST | — | 1,400.0 | $254K | 0.02% | — | — | $181.46 | +4.4% |
| 159 | IHF | ISHARES TR | — | 4,591.0 | $254K | 0.02% | +94.0 | +2.1% | $55.33 | +3.0% |
| 160 | BKAG | BNY MELLON ETF TRUST | — | 5,898.0 | $247K | 0.02% | NEW | — | $41.95 | -1.4% |
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%