$620 Million is the total value of Bouchey Financial Group Ltd's 81 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NUE | New | Nucor Corp | $471,000 | – | 5,863 | +100.0% | 0.08% | – |
| HON | New | Honeywell Intl Inc | $387,000 | – | 1,783 | +100.0% | 0.06% | – |
| DIS | New | Disney Walt Co | $311,000 | – | 1,687 | +100.0% | 0.05% | – |
| WFC | New | Wells Fargo Co New | $281,000 | – | 7,187 | +100.0% | 0.04% | – |
| ARKK | New | Ark Etf Tr Innovation Etfetf | $259,000 | – | 2,163 | +100.0% | 0.04% | – |
| INTC | New | Intel Corp | $255,000 | – | 3,988 | +100.0% | 0.04% | – |
| SPXL | New | Direxion Shs Etf Tr Drx S&P500Bulletf | $247,000 | – | 2,910 | +100.0% | 0.04% | – |
| XLE | New | Select Sector Spdr Tr Energyetf | $237,000 | – | 4,825 | +100.0% | 0.04% | – |
| XLF | New | Select Sector Spdr Tr Sbi Int-Finletf | $231,000 | – | 6,788 | +100.0% | 0.04% | – |
| VCR | New | Vanguard World Fds Consum Dis Etfetf | $214,000 | – | 726 | +100.0% | 0.04% | – |
| NOBL | New | Proshares Tr S&P 500 Dv Aristetf | $208,000 | – | 2,410 | +100.0% | 0.03% | – |
| AXP | New | American Express Co. | $211,000 | – | 1,492 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-04
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.