$694 Million is the total value of Bouchey Financial Group Ltd's 94 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| REGL | New | PROSHARES TRs&p mdcp 400 div | $25,417,923 | – | 355,247 | +100.0% | 3.66% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $13,988,795 | – | 289,983 | +100.0% | 2.02% | – |
| SCHR | New | SCHWAB STRATEGIC TRint-trm u.s tres | $9,992,077 | – | 202,967 | +100.0% | 1.44% | – |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $5,172,615 | – | 129,364 | +100.0% | 0.74% | – |
| AMGN | New | AMGEN INC | $257,650 | – | 981 | +100.0% | 0.04% | – |
| XOM | New | EXXON MOBIL CORP | $248,284 | – | 2,251 | +100.0% | 0.04% | – |
| AXP | New | AMERICAN EXPRESS CO | $229,899 | – | 1,556 | +100.0% | 0.03% | – |
| TSLX | New | SIXTH STREET SPECIALTY LENDI | $219,688 | – | 12,342 | +100.0% | 0.03% | – |
| NVDA | New | NVIDIA CORPORATION | $219,795 | – | 1,504 | +100.0% | 0.03% | – |
| V | New | VISA INC | $210,045 | – | 1,011 | +100.0% | 0.03% | – |
| KO | New | COCA COLA CO | $203,450 | – | 3,198 | +100.0% | 0.03% | – |
| IWL | New | ISHARES RUSSELL TOPrus top 200 etf | $203,512 | – | 2,262 | +100.0% | 0.03% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $200,724 | – | 2,114 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US BROAD MKT. ETF | 43 | Q2 2024 | 15.5% |
| APPLE INC. | 43 | Q2 2024 | 6.2% |
| SPDR S&P 500 ETF TR | 43 | Q2 2024 | 5.6% |
| SCHWAB US LARGE CAP ETF | 43 | Q2 2024 | 3.7% |
| VANGUARD REIT VIPERS | 43 | Q2 2024 | 3.2% |
| VANGUARD TOTAL STOCK MKT ETF | 43 | Q2 2024 | 2.0% |
| ISHARES TR RUSSELL 2000 | 43 | Q2 2024 | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | 43 | Q2 2024 | 0.6% |
| BK OF AMERICA CORP | 43 | Q2 2024 | 1.0% |
| SPDR S&P DIVIDEND ETF | 43 | Q2 2024 | 0.6% |
View Bouchey Financial Group Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-12 |
| 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 |
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.