$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWM | ISHARES TRrussell 2000 etf | $2,043,000 | -2.7% | 13,500 | 0.0% | 0.49% | -4.9% | |
UNP | UNION PACIFIC CORP | $1,133,000 | -4.2% | 6,994 | 0.0% | 0.27% | -6.2% | |
SDY | SPDR SERIES TRUSTs&p divid etf | $1,129,000 | +1.7% | 11,000 | 0.0% | 0.27% | -0.4% | |
QLD | PROSHARES TR | $638,000 | +0.6% | 6,600 | 0.0% | 0.15% | -1.9% | |
JPM | JPMORGAN CHASE & CO | $574,000 | +5.3% | 4,875 | 0.0% | 0.14% | +3.0% | |
T | AT&T INC | $564,000 | +12.8% | 14,910 | 0.0% | 0.14% | +10.7% | |
BA | BOEING CO | $515,000 | +4.5% | 1,354 | 0.0% | 0.12% | +2.5% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $351,000 | -2.2% | 7,038 | 0.0% | 0.08% | -4.5% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $338,000 | -2.6% | 3,750 | 0.0% | 0.08% | -4.7% | |
KEY | KEYCORP NEW | $341,000 | +0.6% | 19,100 | 0.0% | 0.08% | -2.4% | |
WFC | WELLS FARGO CO NEW | $330,000 | +6.5% | 6,549 | 0.0% | 0.08% | +3.9% | |
XLE | SELECT SECTOR SPDR TRenergy | $323,000 | -6.9% | 5,450 | 0.0% | 0.08% | -9.4% | |
HACK | ETF MANAGERS TRprime cybr scrty | $320,000 | -5.9% | 8,550 | 0.0% | 0.08% | -8.4% | |
PM | PHILIP MORRIS INTL INC | $285,000 | -3.4% | 3,760 | 0.0% | 0.07% | -5.6% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $279,000 | -34.4% | 13,428 | 0.0% | 0.07% | -35.6% | |
VUG | VANGUARD INDEX FDSgrowth etf | $257,000 | +1.6% | 1,548 | 0.0% | 0.06% | -1.6% | |
VTV | VANGUARD INDEX FDSvalue etf | $220,000 | +0.5% | 1,971 | 0.0% | 0.05% | 0.0% | |
PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $212,000 | +1.0% | 11,600 | 0.0% | 0.05% | 0.0% | |
QQEW | FIRST TR NAS100 EQ WEIGHTED | $202,000 | -0.5% | 3,040 | 0.0% | 0.05% | -4.0% | |
TRST | TRUSTCO BK CORP N Y | $142,000 | +2.9% | 17,409 | 0.0% | 0.03% | 0.0% |
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.