$418 Million is the total value of Bouchey Financial Group Ltd's 74 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 4.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HDV | Sell | ISHARES TRcore high dv etf | $26,649,000 | -0.6% | 283,019 | -0.2% | 6.37% | -2.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $9,022,000 | +0.7% | 30,400 | -0.5% | 2.16% | -1.4% |
| TQQQ | Sell | PROSHARES TRultrapro qqq | $5,514,000 | -17.9% | 89,472 | -17.7% | 1.32% | -19.6% |
| FAS | Sell | DIREXION SHS ETF TRdly fin bull new | $5,188,000 | -38.9% | 66,819 | -41.8% | 1.24% | -40.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,113,000 | +0.1% | 13,995 | -0.5% | 0.50% | -1.9% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,033,000 | -1.4% | 40,179 | -1.4% | 0.49% | -3.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,763,000 | -7.3% | 43,791 | -2.0% | 0.42% | -9.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,388,000 | -5.6% | 6,673 | -3.2% | 0.33% | -7.5% |
| BAC | Sell | BANK AMER CORP | $1,239,000 | -3.2% | 42,468 | -3.8% | 0.30% | -5.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,046,000 | -2.3% | 14,743 | -3.4% | 0.25% | -4.6% |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $842,000 | +0.5% | 19,292 | -0.2% | 0.20% | -2.0% |
| JPST | Sell | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $831,000 | -2.1% | 16,475 | -2.2% | 0.20% | -3.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $779,000 | +6.1% | 8,354 | -0.5% | 0.19% | +3.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $642,000 | +11.8% | 526 | -0.8% | 0.15% | +9.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $563,000 | -9.8% | 4,354 | -2.9% | 0.14% | -11.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $325,000 | +0.3% | 5,384 | -5.1% | 0.08% | -1.3% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $320,000 | -3.9% | 11,426 | -5.3% | 0.08% | -6.2% |
| MO | Sell | ALTRIA GROUP INC | $285,000 | -13.9% | 6,969 | -0.3% | 0.07% | -16.0% |
| IWL | Sell | ISHARES TRrus top 200 etf | $263,000 | -7.4% | 3,810 | -8.7% | 0.06% | -8.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $234,000 | -12.4% | 2,910 | -14.9% | 0.06% | -13.8% |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,468 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-16
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.