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  Name: Bouchey Financial Group Ltd
  City: TROY
  State: NY
  Zip: 12833
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,016,156,000
  Total Value Change : $82,613,000
  Securities Held Change : 13
   
All Securities Held : 149
  New Positions : 18
  Closed Positions : 6
  Increased Positions : 45
  Unchanged Positions : 38
  Decreased Positions : 48

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Holdings Found : 41     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 1 - $454.91 $172,772,000 389,043 17% 15,164,000 4,183 0.081    Closed - End Fund - Debt
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 2 - $61.70 $149,003,000 2,440,675 14.66% 15,769,000 47,401 1.246    Closed - End Fund - Debt
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 3 - $79.68 $65,606,000 813,668 6.46% 7,373,000 48,756 0.271    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 4 - $0.00 $52,975,000 1,675,906 5.21% 8,096,000 107,271 1.246    N/A
   (RYT)1 Year Chart         RYT Invesco S&P 500 Equal Weigh... 6 - $35.42 $44,610,000 1,267,687 4.39% 3,771,000 16,489 1.409    Closed - End Fund - E...
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 7 - $76.61 $39,287,000 515,645 3.87% 3,068,000 292 0.388    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 8 - $146.00 $35,277,000 238,796 3.47% 2,821,000 816 0.011    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 9 - $96.68 $28,789,000 293,941 2.83% 8,141,000 85,903 0.004    Closed - End Fund - E...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 10 - $77.67 $28,722,000 376,137 2.83% 1,858,000 3,176 0.018    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 11 - $248.87 $27,588,000 110,414 2.71% 2,713,000 3,490 0.056    Closed - End Fund - E...
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 12 - $62.09 $27,096,000 434,646 2.67% 2,200,000 17,073 0.483    N/A
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 13 - $0.00 $22,860,000 395,086 2.25% 2,029,000 16,676 0.044    N/A
   (SCHR)1 Year Chart         SCHR Schwab Intermediate-Term U.... 14 - $48.47 $21,368,000 435,637 2.1% 2,337,000 52,876 0.073    N/A
   (ULST)1 Year Chart         ULST Spdr Ssga Ultra Short Term ... 16 - $40.43 $20,817,000 514,008 2.05% 1,218,000 28,654 4.202    N/A
   (DJUL)1 Year Chart         DJUL First Tr Exchng Traded Fd Vi 17 - $0.00 $16,955,000 438,336 1.67% 998,000 1,137 4.87    N/A
   (SCHI)1 Year Chart         SCHI Schwab 5-10 Year Corporate ... 18 - $44.02 $16,095,000 361,769 1.58% 726,000 19,786 0.276    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 19 - $77.06 $15,950,000 206,317 1.57% 909,000 11,918 0.049    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 27 - $214.31 $5,200,000 24,966 0.51% 482,000 457 0.008    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 28 - $425.34 $4,802,000 11,414 0.47% 540,000 79 0    Application Software
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 35 - $947.80 $1,874,000 2,075 0.18% 869,000 45 0    Semiconductor - Speci...
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 47 - $80.54 $1,046,000 12,849 0.1% 651,000 7,601 0.01    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 48 - $783.18 $932,000 1,198 0.09% 260,000 45 0    Drug Manufacturers - ...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 54 - $517.23 $716,000 1,448 0.07% 13,000 112 0    Health Care Plans
   (GAPR)1 Year Chart         GAPR Ft Cboe Vest Us Equity Mode... 56 - $0.00 $693,000 20,588 0.07% 26,000 215 0.379    N/A
   (GJUL)1 Year Chart         GJUL Ft Vest Us Equity Moderate ... 57 - $0.00 $663,000 19,591 0.07% 161,000 3,930 0.218    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 60 - $162.95 $642,000 3,942 0.06% 95,000 280 0.001    Closed - End Fund - E...
   (XJUL)1 Year Chart         XJUL Ft Vest Us Equity Enh & Mod... 62 - $0.00 $632,000 19,013 0.06% 30,000 254 0.211    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 65 - $166.33 $607,000 3,362 0.06% 126,000 100 0    Semiconductor- Broad...
   (FFEB)1 Year Chart         FFEB Ft Cboe Vest Us Equity Buff... 70 - $0.00 $564,000 12,450 0.06% 116,000 1,957 0.175    N/A
   (IGM)1 Year Chart         IGM iShares S&P GSTI Tech Index Fd 84 - $88.89 $437,000 5,070 0.04% 58,000 4,225 0.107    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 91 - $60.70 $401,000 6,913 0.04% 62,000 33 0    Domestic Money Center...
   (HON)1 Year Chart         HON Honeywell International Inc 93 - $204.62 $387,000 1,886 0.04% -7,000 5 0    Conglomerates
   (MO)1 Year Chart         MO Altria Group Inc 99 - $45.90 $354,000 8,103 0.03% 32,000 131 0    Cigarettes & Other To...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 104 - $323.77 $303,000 1,067 0.03% 17,000 97 0    Networking & Communic...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 106 - $60.24 $290,000 4,816 0.03% 37,000 3,211 0    Discount, Variety Stores
   (T)1 Year Chart         T AT&T Corp 112 - $17.52 $285,000 16,221 0.03% 17,000 245 0    Long Distance Carriers
   (VCR)1 Year Chart         VCR Vanguard Cnsmr Discre VIPERs 116 - $307.50 $260,000 819 0.03% 21,000 33 0.005    Closed - End Fund - E...
   (IHF)1 Year Chart         IHF iShares Dow Jones U.S. Heal... 120 - $51.48 $245,000 4,500 0.02% 9,000 3,600 0    Closed - End Fund - E...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 122 - $39.21 $238,000 5,492 0.02% -2,000 19 0    CATV Systems
   (GJAN)1 Year Chart         GJAN Ft Cboe Vest Us Equity Mode... 130 - $0.00 $220,000 6,123 0.02% 18,000 272 0    N/A
   (REGL)1 Year Chart         REGL ProShares S&P MidCap 400 Di... 146 - $0.00 $201,000 2,563 0.02% 201,000 2,563 0.002    N/A

      41 Records Found
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