Bouchey Financial Group Ltd

Q1 2014 13F-HR Holdings

Location
Troy, NY
Holdings as of
3/31/2014
Date filed
5/13/2014
Form type
13F-HR
Num holdings
62
Total value ($000)
$164,595
Net value change ($000)
+22,721 (16.0%)
New positions
5
Sold out positions
0
Turnover %
11.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2014 Next filing: 8/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INVSC QQQ TRUST SRS 1 ETF 18,259 NEW
FNDB 890 47.9%
SCHX 642 16.1%
FAS 478 4.1%
VNQ 465 10.3%
FNDF 454 61.8%
SCHB 383 15.8%
ISHARES 363 13.7%
VGK 252 3.7%
MA 217 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -647 -12.1%
TQQQ -417 -2.9%
TECL -232 -34.2%
SCHO -215 -10.0%
POWERSHARES ETF TR II -124 -11.0%
IWM -102 -4.5%
VIG -64 -20.5%
GE -63 -1.4%
IWR -54 -1.9%
VPL -43 -1.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type