$438 Million is the total value of Bouchey Financial Group Ltd's 80 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BAC | BANK AMER CORP | $1,496,000 | +20.7% | 42,468 | 0.0% | 0.34% | +15.5% | |
UNP | UNION PACIFIC CORP | $1,264,000 | +11.6% | 6,994 | 0.0% | 0.29% | +6.6% | |
SDY | SPDR SERIES TRUSTs&p divid etf | $1,183,000 | +4.8% | 11,000 | 0.0% | 0.27% | 0.0% | |
VGT | VANGUARD WORLD FDSinf tech etf | $891,000 | +13.5% | 3,641 | 0.0% | 0.20% | +8.5% | |
QLD | PROSHARES TR | $804,000 | +26.0% | 6,600 | 0.0% | 0.18% | +21.1% | |
SPXL | DIREXION SHS ETF TRdrx s&p500bull | $747,000 | +26.4% | 11,302 | 0.0% | 0.17% | +21.3% | |
GOOGL | ALPHABET INCcap stk cl a | $705,000 | +9.8% | 526 | 0.0% | 0.16% | +5.2% | |
BA | BOEING CO | $441,000 | -14.4% | 1,354 | 0.0% | 0.10% | -17.9% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $382,000 | +13.0% | 3,750 | 0.0% | 0.09% | +7.4% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $378,000 | +7.7% | 7,038 | 0.0% | 0.09% | +2.4% | |
HACK | ETF MANAGERS TRprime cybr scrty | $355,000 | +10.9% | 8,550 | 0.0% | 0.08% | +6.6% | |
WFC | WELLS FARGO CO NEW | $352,000 | +6.7% | 6,549 | 0.0% | 0.08% | +1.3% | |
MO | ALTRIA GROUP INC | $348,000 | +22.1% | 6,969 | 0.0% | 0.08% | +17.6% | |
XLE | SELECT SECTOR SPDR TRenergy | $327,000 | +1.2% | 5,450 | 0.0% | 0.08% | -2.6% | |
PM | PHILIP MORRIS INTL INC | $320,000 | +12.3% | 3,760 | 0.0% | 0.07% | +7.4% | |
VUG | VANGUARD INDEX FDSgrowth etf | $282,000 | +9.7% | 1,548 | 0.0% | 0.06% | +4.9% | |
XLK | SELECT SECTOR SPDR TRtechnology | $267,000 | +14.1% | 2,910 | 0.0% | 0.06% | +8.9% | |
FB | FACEBOOK INCcl a | $251,000 | +15.1% | 1,222 | 0.0% | 0.06% | +9.6% | |
STZ | CONSTELLATION BRANDS INCcl a | $219,000 | -8.4% | 1,153 | 0.0% | 0.05% | -12.3% | |
PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $220,000 | +3.8% | 11,600 | 0.0% | 0.05% | -2.0% | |
CMCSA | COMCAST CORP NEWcl a | $209,000 | 0.0% | 4,637 | 0.0% | 0.05% | -4.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-21
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.