Socha Financial Group

Socha Financial Group as of Dec. 31, 2022

Portfolio Holdings for Socha Financial Group

Socha Financial Group holds 23 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 28.6 $40M 900k 44.81
Doubleline Etf Trust Shiller Cape U S (CAPE) 25.6 $36M 1.7M 21.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 15.6 $22M 82k 266.28
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 9.2 $13M 317k 40.80
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.9 $13M 271k 46.25
First Tr Exchange Traded Tech Alphadex (FXL) 2.3 $3.3M 36k 91.55
International Business Machines (IBM) 2.0 $2.9M 20k 140.89
Pacer Fds Tr Swan Sos Modrte (PSMJ) 2.0 $2.9M 137k 20.81
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 1.6 $2.2M 7.7k 288.47
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $870k 14k 63.90
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.6 $783k 17k 46.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $660k 1.7k 382.43
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.4 $525k 20k 26.43
General Dynamics Corporation (GD) 0.3 $465k 1.9k 248.11
At&t (T) 0.3 $366k 20k 18.41
Community Bank System (CBU) 0.2 $343k 5.5k 62.95
Corning Incorporated (GLW) 0.2 $338k 11k 31.94
Tanger Factory Outlet Centers (SKT) 0.2 $328k 18k 17.94
Exxon Mobil Corporation (XOM) 0.2 $313k 2.8k 110.30
Constellation Brands Cl A (STZ) 0.2 $256k 1.1k 231.67
Chevron Corporation (CVX) 0.2 $236k 1.3k 179.48
Simon Property (SPG) 0.2 $231k 2.0k 117.50
Apple (AAPL) 0.2 $221k 1.7k 129.95