$684 Million is the total value of Bouchey Financial Group Ltd's 91 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUSB | New | VANGUARD BD INDEX FDSvanguard ultra | $8,790,000 | – | 179,575 | +100.0% | 1.28% | – |
| FFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $1,290,000 | – | 38,604 | +100.0% | 0.19% | – |
| FAUG | New | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $661,000 | – | 20,113 | +100.0% | 0.10% | – |
| FAPR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $362,000 | – | 13,116 | +100.0% | 0.05% | – |
| VOO | New | VANGUARD INDEX FDS | $337,000 | – | 1,026 | +100.0% | 0.05% | – |
| LAC | New | LITHIUM AMERS CORP NEW | $241,000 | – | 9,180 | +100.0% | 0.04% | – |
| IGM | New | ISHARES TRexpnd tec sc etf | $234,000 | – | 845 | +100.0% | 0.03% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $208,000 | – | 2,929 | +100.0% | 0.03% | – |
| ONEQ | New | FIDELITY COMWLTH TR | $206,000 | – | 4,980 | +100.0% | 0.03% | – |
| FJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $207,000 | – | 6,087 | +100.0% | 0.03% | – |
| PMAY | New | INNOVATOR ETFS TRus eqty pwr buf | $208,000 | – | 7,754 | +100.0% | 0.03% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $208,000 | – | 3,404 | +100.0% | 0.03% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $206,000 | – | 6,788 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-27
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.