$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPBO | Exit | SPDR SERIES TRUSTbrc issuer scord | $0 | – | -6,360 | -100.0% | -0.08% | – |
VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -5,613 | -100.0% | -0.11% | – |
VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -2,075 | -100.0% | -0.11% | – |
MNE | Exit | BLACKROCK MUNI N Y INTER DUR | $0 | – | -179,905 | -100.0% | -1.08% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -90,052 | -100.0% | -2.82% | – |
XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -103,994 | -100.0% | -2.93% | – |
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.