$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $388,000 | -6.1% | 4,245 | 0.0% | 0.16% | 0.0% | |
| SPXL | DIREXION SHS ETF TRdrx s&p500bull | $306,000 | +10.9% | 2,840 | 0.0% | 0.13% | +17.6% | |
| QLD | PROSHARES TR | $301,000 | -0.7% | 3,500 | 0.0% | 0.12% | +5.9% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $283,000 | 0.0% | 6,418 | 0.0% | 0.12% | +6.3% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $244,000 | +13.0% | 100 | 0.0% | 0.10% | +20.2% | |
| MEET | MEETME INC | $39,000 | 0.0% | 13,695 | 0.0% | 0.02% | +6.7% | |
| LODE | COMSTOCK MNG INC | $6,000 | -25.0% | 21,800 | 0.0% | 0.00% | -33.3% |
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.