Socha Financial Group

Socha Financial Group as of Dec. 31, 2023

Portfolio Holdings for Socha Financial Group

Socha Financial Group holds 30 positions in its portfolio as reported in the December 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) 26.4 $55M 990k 55.67
Doubleline Etf Trust Shiller Cape U S (CAPE) 24.4 $51M 1.9M 26.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.2 $36M 88k 409.52
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 9.3 $19M 387k 49.93
Pacer Fds Tr Us Cash Cows 100 (COWZ) 7.8 $16M 312k 51.99
Corning Incorporated (GLW) 5.0 $11M 344k 30.45
First Tr Exchange Traded Tech Alphadex (FXL) 2.2 $4.6M 36k 128.07
International Business Machines (IBM) 1.7 $3.5M 22k 163.55
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 1.1 $2.3M 77k 29.78
Quest Diagnostics Incorporated (DGX) 0.6 $1.2M 9.0k 137.88
Apple (AAPL) 0.5 $1.0M 5.4k 192.52
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.4 $854k 18k 47.68
Pepsi (PEP) 0.4 $784k 4.6k 169.85
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.4 $746k 28k 27.14
Graniteshares Etf Tr 1.5x Lng Nvda Dl (NVDL) 0.4 $732k 8.2k 89.60
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $545k 11k 50.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $538k 1.1k 475.31
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) 0.2 $489k 7.3k 66.71
Verizon Communications (VZ) 0.2 $364k 9.6k 37.70
Microsoft Corporation (MSFT) 0.2 $359k 955.00 376.15
Visa Com Cl A (V) 0.2 $331k 1.3k 260.45
At&t (T) 0.1 $312k 19k 16.78
Amazon (AMZN) 0.1 $303k 2.0k 151.94
Chevron Corporation (CVX) 0.1 $293k 2.0k 149.13
Community Bank System (CBU) 0.1 $284k 5.5k 52.11
Constellation Brands Cl A (STZ) 0.1 $271k 1.1k 241.72
Coca-Cola Company (KO) 0.1 $236k 4.0k 58.93
Exxon Mobil Corporation (XOM) 0.1 $230k 2.3k 99.99
3M Company (MMM) 0.1 $209k 1.9k 109.32
Brainstorm Cell Therapeutics Com New (BCLI) 0.0 $3.4k 12k 0.27