Socha Financial Group

Socha Financial Group as of June 30, 2023

Portfolio Holdings for Socha Financial Group

Socha Financial Group holds 28 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 25.9 $49M 949k 51.70
Doubleline Etf Trust Shiller Cape U S (CAPE) 24.5 $47M 1.9M 24.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.0 $32M 87k 369.42
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 9.7 $18M 379k 48.37
Pacer Fds Tr Us Cash Cows 100 (COWZ) 7.5 $14M 298k 47.87
Corning Incorporated (GLW) 6.0 $11M 323k 35.04
First Tr Exchange Traded Tech Alphadex (FXL) 2.2 $4.2M 37k 115.04
International Business Machines (IBM) 1.5 $2.9M 22k 133.81
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 1.2 $2.3M 7.6k 298.02
Quest Diagnostics Incorporated (DGX) 0.6 $1.2M 8.3k 140.56
Apple (AAPL) 0.6 $1.1M 5.5k 193.98
Pepsi (PEP) 0.4 $842k 4.5k 185.22
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.4 $822k 17k 47.10
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.4 $701k 26k 26.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $517k 1.2k 443.28
Chevron Corporation (CVX) 0.2 $359k 2.3k 157.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $337k 2.3k 149.64
Microsoft Corporation (MSFT) 0.2 $325k 953.00 340.72
Verizon Communications (VZ) 0.2 $310k 8.3k 37.19
Visa Com Cl A (V) 0.2 $300k 1.3k 237.45
Constellation Brands Cl A (STZ) 0.1 $274k 1.1k 246.09
Coca-Cola Company (KO) 0.1 $270k 4.5k 60.23
At&t (T) 0.1 $260k 16k 15.95
Simon Property (SPG) 0.1 $260k 2.3k 115.46
Community Bank System (CBU) 0.1 $256k 5.5k 46.88
Amazon (AMZN) 0.1 $252k 1.9k 130.36
Exxon Mobil Corporation (XOM) 0.1 $240k 2.2k 107.26
Brainstorm Cell Therapeutics Com New (BCLI) 0.0 $26k 12k 2.06