$377 Million is the total value of Bouchey Financial Group Ltd's 62 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 15.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $62,099,000 | -10.3% | 326,152 | +0.2% | 16.49% | +4.2% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $50,972,000 | -21.2% | 843,489 | +0.3% | 13.53% | -8.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $33,219,000 | +4.8% | 287,935 | +2.1% | 8.82% | +21.8% |
| USMV | Buy | ISHARES TRmsci min vol etf | $25,130,000 | +92.4% | 465,283 | +133.7% | 6.67% | +123.6% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $22,452,000 | -2.1% | 468,149 | +0.0% | 5.96% | +13.8% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $17,738,000 | +2029.4% | 357,113 | +2061.7% | 4.71% | +2378.4% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $15,603,000 | -18.9% | 97,862 | +0.7% | 4.14% | -5.8% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $15,437,000 | +39.4% | 632,137 | +78.2% | 4.10% | +62.0% |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $13,505,000 | – | 136,441 | +100.0% | 3.58% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $11,080,000 | -29.6% | 95,984 | +1.1% | 2.94% | -18.1% |
| DGRW | New | WISDOMTREE TRus qtly div grt | $10,574,000 | – | 271,743 | +100.0% | 2.81% | – |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $9,288,000 | -4.4% | 36,035 | +19.4% | 2.47% | +11.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $8,746,000 | -23.7% | 422,736 | +1.0% | 2.32% | -11.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $7,082,000 | -31.7% | 137,458 | +0.2% | 1.88% | -20.7% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $4,929,000 | +2.2% | 46,366 | +2.6% | 1.31% | +18.8% |
| NYF | Buy | ISHARES TRnew york mun etf | $4,614,000 | +1.8% | 81,652 | +2.8% | 1.22% | +18.4% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $4,529,000 | +1.7% | 85,620 | +2.9% | 1.20% | +18.1% |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,807,000 | – | 21,501 | +100.0% | 0.48% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $905,000 | -19.9% | 14,775 | +0.5% | 0.24% | -7.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $879,000 | -25.7% | 11,012 | +0.1% | 0.23% | -13.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $584,000 | -24.6% | 8,359 | +0.1% | 0.16% | -12.4% |
| IAGG | Buy | ISHARES TRcore intl aggr | $344,000 | +20.3% | 6,293 | +20.6% | 0.09% | +40.0% |
| FB | Buy | FACEBOOK INCcl a | $219,000 | -12.7% | 1,312 | +7.4% | 0.06% | +1.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-09
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.