$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Google Inc.cap stk cl a | $1,085,000 | +17.7% | 526 | 0.0% | 0.18% | +10.8% | |
| JPST | Jpmorgan Ultra Shortetf | $798,000 | -0.1% | 15,727 | 0.0% | 0.13% | -5.8% | |
| HACK | Purefunds Ise Cyber Securityprime cybr scrty | $456,000 | -4.6% | 8,300 | 0.0% | 0.07% | -9.8% | |
| KEY | Keycorp Inc | $382,000 | +22.0% | 19,100 | 0.0% | 0.06% | +14.8% | |
| IWL | Ishares Russell Topetf | $334,000 | +5.0% | 3,524 | 0.0% | 0.05% | -1.8% | |
| IGM | Ishares North American Technologyetf | $305,000 | +3.0% | 845 | 0.0% | 0.05% | -3.9% | |
| IBUY | Amplify Online Retailetf | $297,000 | +8.8% | 2,390 | 0.0% | 0.05% | +2.1% | |
| IBM | International Business Machines | $280,000 | +6.1% | 2,101 | 0.0% | 0.04% | 0.0% | |
| VEU | Vanguard Ftse All-World Ex-Usetf | $271,000 | 0.0% | 6,288 | 0.0% | 0.04% | -4.3% | |
| VCIT | Vanguard Intermediateetf | $267,000 | -4.3% | 2,874 | 0.0% | 0.04% | -10.4% | |
| CMCSA | Comcast Corporation Cl Acl a | $245,000 | +3.4% | 4,528 | 0.0% | 0.04% | -2.4% | |
| SIRI | Sirius Xm Radio Inc. | $65,000 | -3.0% | 10,592 | 0.0% | 0.01% | -9.1% |
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.