$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR RUSSELL 2000etf | $2,247,000 | -2.6% | 13,623 | 0.0% | 0.33% | -11.1% | |
| BRKB | BERKSHIRE HATHAWAY INC Bcl b new | $1,585,000 | -2.2% | 5,936 | 0.0% | 0.23% | -10.8% | |
| UNP | UNION PACIFIC CORPORATION | $1,481,000 | -8.7% | 7,604 | 0.0% | 0.22% | -16.5% | |
| VTEB | VANGUARD TAX-EXEMPT BOND ETFtax exempt bd | $1,359,000 | -3.5% | 28,234 | 0.0% | 0.20% | -11.9% | |
| SDY | SPDR S&P DIVIDEND ETFs&p divid etf | $1,338,000 | -6.0% | 12,000 | 0.0% | 0.20% | -14.0% | |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETFhigh div yld | $787,000 | -6.6% | 8,292 | 0.0% | 0.12% | -14.8% | |
| USMV | ISHARES MINIMUM VOLATILITY ETFmsci usa min vol | $750,000 | -5.8% | 11,342 | 0.0% | 0.11% | -14.1% | |
| MCD | MCDONALDS CORP | $513,000 | -6.6% | 2,223 | 0.0% | 0.08% | -14.8% | |
| PEP | PEPSICO, INC. | $490,000 | -2.0% | 2,999 | 0.0% | 0.07% | -10.0% | |
| ABBV | ABBVIE INC | $477,000 | -12.3% | 3,553 | 0.0% | 0.07% | -19.5% | |
| UNH | UNITEDHEALTH GROUP INC | $425,000 | -1.6% | 842 | 0.0% | 0.06% | -10.1% | |
| NEE | NEXTERA ENERGY INC | $404,000 | +1.3% | 5,148 | 0.0% | 0.06% | -7.8% | |
| XLE | SELECT SECTOR SPDR TR ENERGYenergy | $380,000 | +0.8% | 5,275 | 0.0% | 0.06% | -6.7% | |
| HACK | PUREFUNDS ISE CYBER SECURITYprime cybr scrty | $360,000 | -5.3% | 8,300 | 0.0% | 0.05% | -13.1% | |
| PMAR | INNOVATOR ETFS TRus eqty pwr buf | $355,000 | -1.4% | 12,202 | 0.0% | 0.05% | -10.3% | |
| SCHM | SCHWAB US MID-CAP ETFus mid-cap etf | $318,000 | -3.3% | 5,248 | 0.0% | 0.05% | -11.3% | |
| KEY | KEYCORP INC | $302,000 | -7.1% | 18,838 | 0.0% | 0.04% | -15.4% | |
| PCRX | PACIRA PHARMACEUTICALS | $293,000 | -8.7% | 5,500 | 0.0% | 0.04% | -15.7% | |
| HON | HONEYWELL INTL INC | $294,000 | -3.9% | 1,761 | 0.0% | 0.04% | -12.2% | |
| FB | FACEBOOK INCcl a | $286,000 | -15.9% | 2,109 | 0.0% | 0.04% | -23.6% | |
| WFC | WELLS FARGO CO NEW | $269,000 | +2.7% | 6,687 | 0.0% | 0.04% | -7.1% | |
| IWR | ISHARES TR RUS MID CAP ETFrus mid cap etf | $251,000 | -3.8% | 4,035 | 0.0% | 0.04% | -11.9% | |
| NKE | NIKEcl b | $219,000 | -18.6% | 2,631 | 0.0% | 0.03% | -25.6% | |
| T | AT&T CORP. | $204,000 | -26.9% | 13,322 | 0.0% | 0.03% | -33.3% | |
| BBDC | BARINGS BDC INC | $85,000 | -11.5% | 10,276 | 0.0% | 0.01% | -20.0% |
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.