Socha Financial Group

Socha Financial Group as of Sept. 30, 2025

Portfolio Holdings for Socha Financial Group

Socha Financial Group holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 28.5 $67M 101k 666.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 25.5 $60M 101k 600.37
Fidelity Covington Trust Fundamental Larg (FFLC) 20.2 $48M 919k 52.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 9.9 $23M 909k 25.71
Select Sector Spdr Tr Technology (XLK) 7.3 $17M 62k 281.86
International Business Machines (IBM) 2.4 $5.8M 21k 282.16
Corning Incorporated (GLW) 2.0 $4.6M 56k 82.03
Doubleline Etf Trust Shiller Cape U S (CAPE) 1.2 $2.7M 84k 32.58
First Tr Exchange Traded Tech Alphadex (FXL) 1.1 $2.6M 16k 167.99
At&t (T) 0.2 $550k 20k 28.24
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $458k 8.0k 57.52
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $449k 7.8k 57.47
Verizon Communications (VZ) 0.2 $392k 8.9k 43.95
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $354k 3.4k 103.40
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) 0.1 $352k 2.8k 124.37
Apple (AAPL) 0.1 $344k 1.4k 254.54
Tidal Trust I Fundstrat Granny (GRNY) 0.1 $337k 14k 24.99
Community Bank System (CBU) 0.1 $320k 5.5k 58.64
Amazon (AMZN) 0.1 $302k 1.4k 219.57
Coca-Cola Company (KO) 0.1 $236k 3.6k 66.33
Simon Property (SPG) 0.1 $235k 1.3k 187.61
NVIDIA Corporation (NVDA) 0.1 $222k 1.2k 186.61
Xerox Holdings Corp Com New (XRX) 0.0 $43k 11k 3.76