$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 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.