$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 44.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $17,222,000 | -37.8% | 243,420 | -17.6% | 4.57% | -27.7% |
| GSEW | Sell | GOLDMAN SACHS ETF TRequal weight us | $9,547,000 | -34.7% | 250,183 | -13.2% | 2.54% | -24.1% |
| AAPL | Sell | APPLE INC | $5,983,000 | -15.4% | 23,530 | -2.3% | 1.59% | -1.7% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,088,000 | -0.8% | 40,357 | -3.2% | 0.55% | +15.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,752,000 | -25.0% | 13,588 | -4.8% | 0.46% | -12.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,398,000 | -27.5% | 41,669 | -3.9% | 0.37% | -15.7% |
| FLRN | Sell | SPDR SER TRblomberg brc inv | $1,334,000 | -6.9% | 45,360 | -2.8% | 0.35% | +8.3% |
| MSFT | Sell | MICROSOFT CORP | $1,240,000 | -2.6% | 7,860 | -2.7% | 0.33% | +13.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,169,000 | -19.7% | 6,394 | -0.5% | 0.31% | -6.9% |
| AMZN | Sell | AMAZON COM INC | $1,152,000 | -5.0% | 591 | -9.9% | 0.31% | +10.5% |
| BAC | Sell | BK OF AMERICA CORP | $884,000 | -40.9% | 41,643 | -1.9% | 0.24% | -31.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $826,000 | -18.6% | 710 | -6.5% | 0.22% | -5.6% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $728,000 | -18.3% | 3,437 | -5.6% | 0.19% | -5.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $535,000 | -13.7% | 4,079 | -4.1% | 0.14% | 0.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $473,000 | -26.1% | 10,524 | -4.8% | 0.13% | -13.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $443,000 | -37.8% | 4,976 | -16.3% | 0.12% | -27.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $439,000 | -36.0% | 4,875 | -0.9% | 0.12% | -25.5% |
| T | Sell | AT&T INC | $433,000 | -26.4% | 14,860 | -1.2% | 0.12% | -14.2% |
| IEMG | Sell | ISHARES INCcore msci emkt | $391,000 | -96.0% | 9,662 | -94.6% | 0.10% | -95.3% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $296,000 | -16.6% | 8,300 | -2.9% | 0.08% | -2.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $289,000 | -14.0% | 5,384 | -1.6% | 0.08% | 0.0% |
| PG | Sell | PROCTER & GAMBLE CO | $291,000 | -17.6% | 2,643 | -6.5% | 0.08% | -4.9% |
| HDV | Sell | ISHARES TRcore high dv etf | $264,000 | -97.4% | 3,689 | -96.4% | 0.07% | -96.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $233,000 | -19.1% | 2,097 | -2.2% | 0.06% | -6.1% |
| KEY | Sell | KEYCORP | $198,000 | -49.0% | 19,100 | -0.4% | 0.05% | -40.4% |
| GE | Sell | GENERAL ELECTRIC CO | $166,000 | -41.3% | 20,946 | -17.4% | 0.04% | -32.3% |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -845 | -100.0% | -0.05% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -2,157 | -100.0% | -0.05% | – |
| PCRX | Exit | PACIRA BIOSCIENCES | $0 | – | -4,500 | -100.0% | -0.05% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -4,637 | -100.0% | -0.05% | – |
| TNA | Exit | DIREXION SHS ETF TRdly smcap bull3x | $0 | – | -2,900 | -100.0% | -0.05% | – |
| QQEW | Exit | FIRST TR NAS100 EQ WEIGHTED | $0 | – | -2,913 | -100.0% | -0.05% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -1,153 | -100.0% | -0.05% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,648 | -100.0% | -0.05% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,574 | -100.0% | -0.05% | – |
| INTC | Exit | INTEL CORP | $0 | – | -3,890 | -100.0% | -0.05% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -5,450 | -100.0% | -0.08% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -6,549 | -100.0% | -0.08% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -11,332 | -100.0% | -0.08% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -6,015 | -100.0% | -0.08% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -3,750 | -100.0% | -0.09% | – |
| SPXL | Exit | DIREXION SHS ETF TRdrx s&p500bull | $0 | – | -11,302 | -100.0% | -0.17% | – |
| QLD | Exit | PROSHARES TR | $0 | – | -6,600 | -100.0% | -0.18% | – |
| FAS | Exit | DIREXION SHS ETF TRdly fin bull new | $0 | – | -9,658 | -100.0% | -0.21% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -27,562 | -100.0% | -0.54% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -217,643 | -100.0% | -3.79% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -96,689 | -100.0% | -4.24% | – |
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 | 43 | Q2 2024 | 15.5% |
| APPLE INC. | 43 | Q2 2024 | 6.2% |
| SPDR S&P 500 ETF TR | 43 | Q2 2024 | 5.6% |
| SCHWAB US LARGE CAP ETF | 43 | Q2 2024 | 3.7% |
| VANGUARD REIT VIPERS | 43 | Q2 2024 | 3.2% |
| VANGUARD TOTAL STOCK MKT ETF | 43 | Q2 2024 | 2.0% |
| ISHARES TR RUSSELL 2000 | 43 | Q2 2024 | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | 43 | Q2 2024 | 0.6% |
| BK OF AMERICA CORP | 43 | Q2 2024 | 1.0% |
| SPDR S&P DIVIDEND ETF | 43 | Q2 2024 | 0.6% |
View Bouchey Financial Group Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-12 |
| 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 |
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.