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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 : 38     View All Holdings Currently Viewing:  Unchanged 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
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 41 - $131.99 $1,575,000 12,000 0.15% 75,000 0 0.008    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 43 - $50.04 $1,431,000 28,284 0.14% -13,000 0 0.002    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 50 - $84.39 $902,000 10,429 0.09% -20,000 0 0.003    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 51 - $352.48 $857,000 2,491 0.08% 83,000 0 0.001    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 53 - $164.56 $733,000 4,024 0.07% 109,000 0 0    Drug Manufacturers - ...
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 58 - $16.13 $651,000 41,402 0.06% 80,000 0 0.002    Oil & Gas Pipelines &...
   (TSLX)1 Year Chart         TSLX Sixth Street Specialty Lend... 59 - $17.60 $648,000 30,252 0.06% -5,000 0 0.045    Mortgage Investment
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 63 - $173.99 $627,000 3,580 0.06% 38,000 0 0.005    Closed - End Fund - E...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 67 - $0.00 $598,000 7,157 0.06% 40,000 0 0    N/A
   (HACK)1 Year Chart         HACK Amplify Cybersecurity Etf 75 - $63.39 $532,000 8,300 0.05% 31,000 0 0.025    N/A
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 78 - $57.31 $483,000 8,228 0.05% 21,000 0 0.002    Closed - End Fund - F...
   (AMGN)1 Year Chart         AMGN Amgen Inc 79 - $314.54 $479,000 1,685 0.05% -6,000 0 0    Biotechnology
   (ARCC)1 Year Chart         ARCC Ares Capital Corp 82 - $21.33 $465,000 22,331 0.05% 18,000 0 0.005    Closed - End Fund - Debt
   (EPS)1 Year Chart         EPS WisdomTree Earnings 500 87 - $55.98 $433,000 7,815 0.04% 41,000 0 0.009    Closed - End Fund - Debt
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 92 - $551.70 $390,000 700 0.04% 34,000 0 0.002    Closed - End Fund - E...
   (JKE)1 Year Chart         JKE iShares Morningstar Large G... 95 - $77.24 $382,000 5,060 0.04% 39,000 0 0.011    Closed - End Fund - E...
   (AXP)1 Year Chart         AXP American Express Co 97 - $242.30 $361,000 1,584 0.04% 64,000 0 0    Credit Services
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 98 - $83.36 $356,000 4,229 0.04% 27,000 0 0.001    Closed - End Fund - E...
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 100 - $96.46 $342,000 3,815 0.03% -2,000 0 0.001    Semiconductor - Speci...
   (NEE)1 Year Chart         NEE NextEra Energy 101 - $75.87 $331,000 5,184 0.03% 16,000 0 0    Electric Utilities
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 103 - $47.13 $313,000 6,274 0.03% -4,000 0 0    Networking & Communic...
   (CAT)1 Year Chart         CAT Caterpillar Inc 105 - $362.75 $290,000 791 0.03% 56,000 0 0    Farm & Construction M...
   (IWL)1 Year Chart         IWL iShares Trust 108 - $129.20 $289,000 2,277 0.03% 27,000 0 0    Closed - End Fund - Debt
   (DTN)1 Year Chart         DTN Dividend Top 100 Fund 107 - $97.69 $289,000 2,840 0.03% 17,000 0 0.066    Closed - End Fund - E...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 111 - $41.91 $286,000 6,788 0.03% 31,000 0 0    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 110 - $183.52 $286,000 1,564 0.03% 19,000 0 0.001    Closed - End Fund - Debt
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 114 - $243.48 $272,000 1,136 0.03% 24,000 0 0.001    Closed - End Fund - E...
   (FAST)1 Year Chart         FAST Fastenal Co 117 - $66.66 $251,000 3,259 0.02% 40,000 0 0.001    Home Improvement Stores
   (JKG)1 Year Chart         JKG iShares Tr Morngstr Mid Core 118 - $72.22 $245,000 3,360 0.02% 19,000 0 0.111    Closed - End Fund - E...
   (SMMU)1 Year Chart         SMMU Pimco Short Term Municipal ... 123 - $49.80 $236,000 4,720 0.02% -1,000 0 0.005    Closed - End Fund - E...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 124 - $437.74 $233,000 548 0.02% -8,000 0 0    Publishing
   (FDS)1 Year Chart         FDS Factset Research Systems Inc 125 - $452.48 $232,000 510 0.02% -11,000 0 0.001    Information & Deliver...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 126 - $44.79 $228,000 5,468 0.02% 3,000 0 0    Closed - End Fund - E...
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 128 - $92.59 $225,000 2,614 0.02% 13,000 0 0.001    Electric Utilities
   (LGLV)1 Year Chart         LGLV Spdr Russell 1000 Low Volat... 132 - $155.05 $218,000 1,400 0.02% 15,000 0 0.028    N/A
   (BBDC)1 Year Chart         BBDC Barings BDC Inc 147 - $9.83 $96,000 10,276 0.01% 8,000 0 0.016    Credit Services
   (PLUG)1 Year Chart         PLUG Plug Power Inc 148 - $3.20 $67,000 19,501 0.01% -21,000 0 0.005    Industrial Electrical...
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 149 - $2.99 $41,000 10,503 0% -16,000 0 0    Broadcasting - Radio

      38 Records Found
  1    
Page 1 of 1
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