Socha Financial Group

Socha Financial Group as of June 30, 2024

Portfolio Holdings for Socha Financial Group

Socha Financial Group holds 20 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 29.8 $64M 1.0M 62.87
Doubleline Etf Trust Shiller Cape U S (CAPE) 24.1 $52M 1.9M 27.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 20.1 $43M 90k 479.11
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 10.6 $23M 407k 55.50
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.1 $17M 319k 54.49
First Tr Exchange Traded Tech Alphadex (FXL) 2.2 $4.8M 35k 136.26
International Business Machines (IBM) 1.7 $3.5M 20k 172.95
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 1.1 $2.3M 76k 30.03
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.4 $884k 18k 48.32
Corning Incorporated (GLW) 0.4 $836k 22k 38.85
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.4 $770k 29k 26.79
Verizon Communications (VZ) 0.2 $371k 9.0k 41.24
At&t (T) 0.2 $351k 18k 19.11
Amazon (AMZN) 0.2 $324k 1.7k 193.25
Apple (AAPL) 0.1 $296k 1.4k 210.69
Constellation Brands Cl A (STZ) 0.1 $291k 1.1k 257.36
Community Bank System (CBU) 0.1 $257k 5.5k 47.21
Simon Property (SPG) 0.1 $250k 1.7k 151.76
Coca-Cola Company (KO) 0.1 $240k 3.8k 63.66
Pacer Fds Tr Swan Sos Modrte (PSMJ) 0.1 $204k 7.6k 26.85