Socha Financial Group

Socha Financial Group as of Dec. 31, 2024

Portfolio Holdings for Socha Financial Group

Socha Financial Group holds 25 positions in its portfolio as reported in the December 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) 33.0 $70M 3.1M 22.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 22.8 $49M 95k 511.23
Fidelity Covington Trust Fundamental Larg (FFLC) 22.3 $48M 1.0M 45.89
Select Sector Spdr Tr Technology (XLK) 7.1 $15M 65k 232.52
Doubleline Etf Trust Shiller Cape U S (CAPE) 3.2 $6.8M 228k 29.97
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.3 $4.9M 87k 56.38
International Business Machines (IBM) 2.1 $4.5M 21k 219.83
First Tr Exchange Traded Tech Alphadex (FXL) 1.9 $4.1M 27k 148.55
Corning Incorporated (GLW) 1.3 $2.8M 60k 47.52
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.1 $2.3M 41k 56.48
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.5 $996k 34k 29.30
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $933k 19k 50.50
Agf Invts Tr Us Market Netrl (BTAL) 0.2 $529k 29k 18.48
At&t (T) 0.2 $436k 19k 22.77
Amazon (AMZN) 0.2 $379k 1.7k 219.39
Apple (AAPL) 0.2 $377k 1.5k 250.46
Verizon Communications (VZ) 0.2 $370k 9.3k 39.99
Community Bank System (CBU) 0.2 $336k 5.5k 61.68
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $308k 6.4k 48.29
Simon Property (SPG) 0.1 $301k 1.8k 172.17
Constellation Brands Cl A (STZ) 0.1 $252k 1.1k 220.96
Coca-Cola Company (KO) 0.1 $235k 3.8k 62.25
Pacer Fds Tr Swan Sos Modrte (PSMJ) 0.1 $216k 7.6k 28.43
Microsoft Corporation (MSFT) 0.1 $209k 496.00 421.70
NVIDIA Corporation (NVDA) 0.1 $200k 1.5k 134.29