$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TRrussell 2000 etf | $1,496,000 | -30.9% | 13,067 | 0.0% | 0.40% | -19.8% | |
| UNP | UNION PAC CORP | $986,000 | -22.0% | 6,994 | 0.0% | 0.26% | -9.3% | |
| GOOGL | ALPHABET INCcap stk cl a | $611,000 | -13.3% | 526 | 0.0% | 0.16% | +0.6% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $289,000 | -23.5% | 7,038 | 0.0% | 0.08% | -10.5% | |
| PM | PHILIP MORRIS INTL INC | $274,000 | -14.4% | 3,760 | 0.0% | 0.07% | 0.0% | |
| MO | ALTRIA GROUP INC | $269,000 | -22.7% | 6,969 | 0.0% | 0.07% | -11.2% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $243,000 | -13.8% | 1,548 | 0.0% | 0.06% | +1.6% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $234,000 | -12.4% | 2,910 | 0.0% | 0.06% | +1.6% | |
| IWL | ISHARES TRrus top 200 etf | $227,000 | -18.3% | 3,695 | 0.0% | 0.06% | -6.2% | |
| BA | BOEING CO | $202,000 | -54.2% | 1,354 | 0.0% | 0.05% | -46.5% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $150,000 | -31.8% | 11,600 | 0.0% | 0.04% | -20.0% | |
| TRST | TRUSTCO BK CORP N Y | $118,000 | -37.9% | 21,877 | 0.0% | 0.03% | -27.9% | |
| SIRI | SIRIUS XM HLDGS INC | $52,000 | -31.6% | 10,592 | 0.0% | 0.01% | -17.6% |
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.