$241 Million is the total value of Bouchey Financial Group Ltd's 55 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 21.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $24,926,000 | +5.5% | 328,974 | +0.5% | 10.35% | +12.2% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $12,250,000 | +11.5% | 226,103 | +7.6% | 5.09% | +18.4% |
| KBWR | New | POWERSHARES ETF TR IIkbw rg bk port | $9,098,000 | – | 162,715 | +100.0% | 3.78% | – |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $8,764,000 | -5.6% | 406,502 | +1.0% | 3.64% | +0.3% |
| RYT | Buy | RYDEX ETF TRUSTgug s&p500eqwtte | $7,175,000 | +11.9% | 66,131 | +8.8% | 2.98% | +18.9% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $5,548,000 | -11.5% | 111,914 | +0.3% | 2.30% | -6.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,887,000 | +9.1% | 13,990 | +0.5% | 0.78% | +16.0% |
| GSP | Buy | BARCLAYS BK PLCipspgs ttl etn | $1,205,000 | +46.1% | 0 | +100.0% | 0.50% | +55.3% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $1,065,000 | +2.0% | 12,450 | +0.6% | 0.44% | +8.3% |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $785,000 | – | 15,620 | +100.0% | 0.33% | – |
| MO | Buy | ALTRIA GROUP INC | $458,000 | +7.0% | 6,769 | +0.0% | 0.19% | +13.8% |
| IWR | Buy | ISHARES TRrus mid-cap etf | $386,000 | +2.7% | 2,159 | +0.1% | 0.16% | +8.8% |
| WFC | Buy | WELLS FARGO & CO NEW | $368,000 | +24.7% | 6,674 | +0.0% | 0.15% | +33.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $345,000 | +8.5% | 2,992 | +11.1% | 0.14% | +15.3% |
| T | Buy | AT&T INC | $287,000 | +7.1% | 6,742 | +2.3% | 0.12% | +13.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $224,000 | -2.6% | 2,659 | +3.8% | 0.09% | +3.3% |
| TNA | New | DIREXION SHS ETF TRdly smcap bull3x | $205,000 | – | 2,030 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US BROAD MKT. ETF | 40 | Q3 2023 | 15.5% |
| APPLE INC. | 40 | Q3 2023 | 6.2% |
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 5.6% |
| SCHWAB US LARGE CAP ETF | 40 | Q3 2023 | 3.7% |
| VANGUARD REIT VIPERS | 40 | Q3 2023 | 3.2% |
| VANGUARD TOTAL STOCK MKT ETF | 40 | Q3 2023 | 2.0% |
| ISHARES TR RUSSELL 2000 | 40 | Q3 2023 | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 0.6% |
| BK OF AMERICA CORP | 40 | Q3 2023 | 1.0% |
| SPDR S&P DIVIDEND ETF | 40 | Q3 2023 | 0.6% |
View Bouchey Financial Group Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-27 |
| 13F-HR/A | 2022-07-27 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-06 |
View Bouchey Financial Group Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.