Socha Financial Group

Socha Financial Group as of March 31, 2025

Portfolio Holdings for Socha Financial Group

Socha Financial Group holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 33.7 $69M 3.2M 21.53
Fidelity Covington Trust Fundamental Larg (FFLC) 25.0 $51M 1.2M 43.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 22.4 $46M 98k 468.92
Select Sector Spdr Tr Technology (XLK) 7.8 $16M 77k 206.48
International Business Machines (IBM) 2.5 $5.1M 21k 248.66
Doubleline Etf Trust Shiller Cape U S (CAPE) 1.7 $3.4M 113k 30.39
Corning Incorporated (GLW) 1.3 $2.7M 60k 45.78
First Tr Exchange Traded Tech Alphadex (FXL) 1.2 $2.5M 19k 132.25
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.2 $2.4M 46k 51.78
Ishares U S Etf Tr Short Duration B (NEAR) 0.7 $1.5M 30k 50.87
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $1.1M 21k 54.76
Roundhill Etf Trust Daily 2x Long Ma (MAGX) 0.3 $697k 22k 31.26
At&t (T) 0.3 $543k 19k 28.28
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.3 $513k 17k 29.75
Verizon Communications (VZ) 0.2 $427k 9.4k 45.36
Community Bank System (CBU) 0.2 $310k 5.5k 56.86
Apple (AAPL) 0.1 $299k 1.3k 222.06
Simon Property (SPG) 0.1 $291k 1.8k 166.04
Amazon (AMZN) 0.1 $276k 1.4k 190.26
Coca-Cola Company (KO) 0.1 $270k 3.8k 71.61
Constellation Brands Cl A (STZ) 0.1 $210k 1.1k 183.59