Socha Financial Group

Socha Financial Group as of March 31, 2023

Portfolio Holdings for Socha Financial Group

Socha Financial Group holds 23 positions in its portfolio as reported in the March 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) 28.0 $43M 906k 47.85
Doubleline Etf Trust Shiller Cape U S (CAPE) 25.6 $40M 1.7M 22.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.4 $27M 84k 320.93
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 9.6 $15M 328k 45.09
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.7 $14M 288k 46.95
First Tr Exchange Traded Tech Alphadex (FXL) 2.4 $3.8M 36k 105.19
Pacer Fds Tr Swan Sos Modrte (PSMJ) 1.9 $3.0M 136k 21.87
International Business Machines (IBM) 1.7 $2.7M 20k 131.09
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 1.4 $2.2M 7.5k 291.68
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.5 $816k 17k 46.89
Corning Incorporated (GLW) 0.5 $740k 21k 35.28
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.4 $662k 25k 26.79
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $423k 15k 28.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $395k 964.00 409.39
Apple (AAPL) 0.2 $288k 1.7k 164.86
Community Bank System (CBU) 0.2 $286k 5.5k 52.49
At&t (T) 0.2 $282k 15k 19.25
Simon Property (SPG) 0.2 $252k 2.3k 111.95
Constellation Brands Cl A (STZ) 0.2 $250k 1.1k 225.81
Verizon Communications (VZ) 0.2 $240k 6.2k 38.89
Chevron Corporation (CVX) 0.1 $212k 1.3k 163.19
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $205k 3.5k 58.70
Exela Technologies 0.0 $3.9k 100k 0.04