Socha Financial Group, LLC Portfolio Holdings by Sector
Socha Financial Group, LLC
- $228 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB CAPE QQQ JEPQ COWZ FXL RYH SPY 10 stocks |
$203 Million
89.39% of portfolio
|
  8  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$11.6 Million
5.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$4.12 Million
1.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.89 Million
0.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DGX 1 stocks |
$1.2 Million
0.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1.06 Million
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$747,084
0.33% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CBU 1 stocks |
$626,792
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$547,519
0.24% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$406,074
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$362,744
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$354,911
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$351,597
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT 1 stocks |
$336,524
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$305,704
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$226,850
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
BCLI 1 stocks |
$6,991
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|