Socha Financial Group

Socha Financial Group as of Sept. 30, 2024

Portfolio Holdings for Socha Financial Group

Socha Financial Group holds 23 positions in its portfolio as reported in the September 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 $69M 1.0M 66.52
Doubleline Etf Trust Shiller Cape U S (CAPE) 23.8 $55M 1.9M 29.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 19.4 $45M 92k 488.07
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 10.1 $23M 425k 54.93
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.2 $19M 327k 57.83
First Tr Exchange Traded Tech Alphadex (FXL) 2.2 $5.1M 37k 138.65
International Business Machines (IBM) 2.0 $4.5M 20k 221.08
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 1.1 $2.5M 77k 32.23
Corning Incorporated (GLW) 1.0 $2.4M 53k 45.15
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.4 $931k 19k 49.40
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.3 $775k 28k 27.33
Agf Invts Tr Us Market Netrl (BTAL) 0.2 $518k 26k 19.60
Verizon Communications (VZ) 0.2 $416k 9.3k 44.91
At&t (T) 0.2 $415k 19k 22.00
Apple (AAPL) 0.1 $327k 1.4k 232.98
Community Bank System (CBU) 0.1 $317k 5.5k 58.07
Amazon (AMZN) 0.1 $312k 1.7k 186.33
Constellation Brands Cl A (STZ) 0.1 $292k 1.1k 257.69
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $287k 4.0k 72.49
Simon Property (SPG) 0.1 $279k 1.7k 168.98
Coca-Cola Company (KO) 0.1 $271k 3.8k 71.86
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) 0.1 $243k 2.8k 87.53
Pacer Fds Tr Swan Sos Modrte (PSMJ) 0.1 $212k 7.6k 27.93