Bouchey Financial Group Ltd - Q3 2019 holdings

$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%
13,5000.0%0.49%
-4.9%
UNP  UNION PACIFIC CORP$1,133,000
-4.2%
6,9940.0%0.27%
-6.2%
SDY  SPDR SERIES TRUSTs&p divid etf$1,129,000
+1.7%
11,0000.0%0.27%
-0.4%
QLD  PROSHARES TR$638,000
+0.6%
6,6000.0%0.15%
-1.9%
JPM  JPMORGAN CHASE & CO$574,000
+5.3%
4,8750.0%0.14%
+3.0%
T  AT&T INC$564,000
+12.8%
14,9100.0%0.14%
+10.7%
BA  BOEING CO$515,000
+4.5%
1,3540.0%0.12%
+2.5%
VEU  VANGUARD INTL EQUITY INDEX Fallwrld ex us$351,000
-2.2%
7,0380.0%0.08%
-4.5%
XLV  SELECT SECTOR SPDR TRsbi healthcare$338,000
-2.6%
3,7500.0%0.08%
-4.7%
KEY  KEYCORP NEW$341,000
+0.6%
19,1000.0%0.08%
-2.4%
WFC  WELLS FARGO CO NEW$330,000
+6.5%
6,5490.0%0.08%
+3.9%
XLE  SELECT SECTOR SPDR TRenergy$323,000
-6.9%
5,4500.0%0.08%
-9.4%
HACK  ETF MANAGERS TRprime cybr scrty$320,000
-5.9%
8,5500.0%0.08%
-8.4%
PM  PHILIP MORRIS INTL INC$285,000
-3.4%
3,7600.0%0.07%
-5.6%
MJ  ETF MANAGERS TRetfmg altr hrvst$279,000
-34.4%
13,4280.0%0.07%
-35.6%
VUG  VANGUARD INDEX FDSgrowth etf$257,000
+1.6%
1,5480.0%0.06%
-1.6%
VTV  VANGUARD INDEX FDSvalue etf$220,000
+0.5%
1,9710.0%0.05%0.0%
PEY  INVESCO EXCHANGE TRADED FD Thig yld eq div$212,000
+1.0%
11,6000.0%0.05%0.0%
QQEW  FIRST TR NAS100 EQ WEIGHTED$202,000
-0.5%
3,0400.0%0.05%
-4.0%
TRST  TRUSTCO BK CORP N Y$142,000
+2.9%
17,4090.0%0.03%0.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-10-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB US BROAD MKT. ETF40Q3 202315.5%
APPLE INC.40Q3 20236.2%
SPDR S&P 500 ETF TR40Q3 20235.6%
SCHWAB US LARGE CAP ETF40Q3 20233.7%
VANGUARD REIT VIPERS40Q3 20233.2%
VANGUARD TOTAL STOCK MKT ETF40Q3 20232.0%
ISHARES TR RUSSELL 200040Q3 20231.6%
BERKSHIRE HATHAWAY INC DEL40Q3 20230.6%
BK OF AMERICA CORP40Q3 20231.0%
SPDR S&P DIVIDEND ETF40Q3 20230.6%

View Bouchey Financial Group Ltd's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-23
13F-HR2024-01-18
13F-HR2023-10-24
13F-HR2023-07-13
13F-HR2023-05-02
13F-HR2023-01-24
13F-HR2022-10-27
13F-HR/A2022-07-27
13F-HR2022-07-26
13F-HR2022-05-06

View Bouchey Financial Group Ltd's complete filings history.

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