$475 Million is the total value of Bouchey Financial Group Ltd's 66 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $1,182,000 | +19.9% | 6,994 | 0.0% | 0.25% | -5.0% | |
| SDY | SPDR SER TRs&p divid etf | $1,004,000 | +14.2% | 11,012 | 0.0% | 0.21% | -9.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $746,000 | +22.1% | 526 | 0.0% | 0.16% | -3.1% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $369,000 | +24.7% | 8,300 | 0.0% | 0.08% | -1.3% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $313,000 | +28.8% | 1,548 | 0.0% | 0.07% | +1.5% | |
| IWL | ISHARES TRrus top 200 etf | $274,000 | +20.7% | 3,695 | 0.0% | 0.06% | -3.3% | |
| KEY | KEYCORP | $233,000 | +17.7% | 19,100 | 0.0% | 0.05% | -7.5% | |
| SIRI | SIRIUS XM HOLDINGS INC | $62,000 | +19.2% | 10,592 | 0.0% | 0.01% | -7.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-28
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.