Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Bouchey Financial Group Ltd
  City: TROY
  State: NY
  Zip: 12833
   
Achive data
  View Filing Period:
  
 
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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 48     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAPL)1 Year Chart         AAPL Apple Inc 5 - $191.04 $45,764,000 266,880 4.5% -5,945,000 -1,697 0.002    Personal Computers
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 15 - $183.54 $21,015,000 116,503 2.07% 3,284,000 -197 0.001    Internet Software & S...
   (XDEC)1 Year Chart         XDEC Ft Cboe Vest Us Equity Enh ... 20 - $0.00 $15,016,000 425,860 1.48% 507,000 -493 3.149    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 21 - $530.06 $14,010,000 26,782 1.38% 944,000 -706 0    Closed - End Fund - E...
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 22 - $47.99 $12,322,000 255,596 1.21% -4,812,000 -98,052 0.017    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 23 - $539.30 $9,360,000 17,850 0.92% 625,000 -198 0.002    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 24 - $262.57 $8,521,000 32,785 0.84% 639,000 -440 0.003    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 25 - $48.82 $8,515,000 172,935 0.84% 177,000 -3,562 0.012    Closed - End Fund - Debt
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 26 - $71.74 $8,402,000 115,683 0.83% -408,000 -4,094 0.013    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 29 - $413.00 $3,675,000 8,740 0.36% 536,000 -60 0.001    Property & Casualty I...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 30 - $167.90 $3,086,000 18,218 0.3% 152,000 -378 0.006    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 31 - $208.54 $2,886,000 13,723 0.28% 127,000 -23 0    Closed - End Fund - E...
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf 32 - $0.00 $2,808,000 56,674 0.28% -760,000 -15,487 0.063    N/A
   (XJUN)1 Year Chart         XJUN Ft Cboe Vest Us Eq Enh & Mo... 33 - $0.00 $2,591,000 71,560 0.25% 64,000 -371 0.795    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 34 - $120.86 $2,051,000 16,954 0.2% 103,000 -500 0.005    Closed - End Fund - Debt
   (TOTL)1 Year Chart         TOTL SPDR DoubleLine Total Retur... 36 - $39.50 $1,867,000 46,615 0.18% -90,000 -2,000 0.052    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp 37 - $243.63 $1,819,000 7,396 0.18% -16,000 -76 0.001    Railroads
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 38 - $195.58 $1,675,000 8,364 0.16% 241,000 -64 0    Domestic Money Center...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 39 - $62.86 $1,610,000 25,938 0.16% 146,000 -12 0.001    Closed - End Fund - Debt
   (GOOG)1 Year Chart         GOOG Alphabet Inc 40 - $178.46 $1,582,000 10,393 0.16% 104,000 -93 0    Search Engines & Info...
   (BAC)1 Year Chart         BAC Bank of America Corp 42 - $38.82 $1,575,000 41,530 0.15% 173,000 -102 0    Domestic Money Center...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 44 - $176.92 $1,233,000 8,168 0.12% 24,000 -486 0    Search Engines & Info...
   (NUE)1 Year Chart         NUE Nucor Corp 45 - $170.93 $1,209,000 6,095 0.12% 130,000 -83 0.002    Steel & Iron
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 46 - $151.27 $1,158,000 7,322 0.11% 0 -67 0    Drug Manufacturers - ...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 49 - $532.75 $914,000 1,739 0.09% 65,000 -39 0    Closed - End Fund - E...
   (FNOV)1 Year Chart         FNOV Ft Cboe Vest Us Equity Buff... 52 - $0.00 $776,000 17,347 0.08% 28,000 -243 0.193    N/A
   (FMAY)1 Year Chart         FMAY Ft Cboe Vest Us Equity Buff... 55 - $0.00 $713,000 16,503 0.07% 25,000 -91 0.183    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp 61 - $267.87 $634,000 2,250 0.06% -36,000 -10 0    Restaurants
   (IBM)1 Year Chart         IBM International Business Mach... 64 - $169.92 $609,000 3,191 0.06% 60,000 -166 0    Diversified Computer ...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 66 - $487.17 $602,000 1,253 0.06% -2,000 -130 0    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 68 - $167.31 $590,000 3,637 0.06% 34,000 -155 0    Cleaning Products
   (VZ)1 Year Chart         VZ Verizon Communications Inc 69 - $40.12 $582,000 13,865 0.06% 44,000 -406 0    Telecom Services - Do...
   (PM)1 Year Chart         PM Philip Morris International... 71 - $99.59 $563,000 6,124 0.06% -45,000 -319 0    Cigarettes & Other To...
   (PEP)1 Year Chart         PEP Pepsico Inc 73 - $180.31 $540,000 3,083 0.05% 12,000 -22 0.167    Beverage Soft Drinks...
   (QQEW)1 Year Chart         QQEW First Trust NASDAQ-100 Equa... 80 - $123.42 $477,000 3,847 0.05% -39,000 -550 0.025    Closed - End Fund - Debt
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 81 - $110.22 $476,000 4,308 0.05% 6,000 -33 0.001    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 83 - $177.81 $442,000 2,516 0.04% -212,000 -117 0    Auto Manufacturers
   (GSEW)1 Year Chart         GSEW Goldman Sachs Equal Weight ... 85 - $0.00 $437,000 6,006 0.04% -11,000 -676 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 86 - $468.84 $434,000 894 0.04% 103,000 -41 0    Internet Service Prov...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 89 - $118.67 $431,000 3,707 0.04% -23,000 -837 0    Integrated Oil & Gas
   (V)1 Year Chart         V Visa Inc 90 - $278.54 $414,000 1,482 0.04% 22,000 -22 0    Business Services
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 94 - $225.86 $384,000 1,679 0.04% 19,000 -33 0.001    Closed - End Fund - E...
   (VFH)1 Year Chart         VFH Vanguard Financial VIPERS 96 - $101.97 $382,000 3,735 0.04% -27,000 -703 0    Closed - End Fund - E...
   (GE)1 Year Chart         GE General Electric Co 113 - $159.28 $284,000 1,617 0.03% 75,000 -21 0    Conglomerates
   (KEY)1 Year Chart         KEY Keycorp 115 - $15.23 $269,000 17,032 0.03% 4,000 -1,400 0.002    Domestic Money Center...
   (TQQQ)1 Year Chart         TQQQ Proshares Ultrapro Qqq Etf 119 - $64.24 $245,000 3,972 0.02% 37,000 -125 0    Closed - End Fund - Debt
   (BX)1 Year Chart         BX Blackstone Group LP 127 - $120.62 $226,000 1,720 0.02% -20,000 -163 0    Asset Management
   (FAUG)1 Year Chart         FAUG Ft Cboe Vest Us Equity Buff... 134 - $0.00 $216,000 5,029 0.02% 10,000 -40 0    N/A

      48 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results