Socha Financial Group, LLC Portfolio Holdings by Sector
Socha Financial Group, LLC
- $230 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB CAPE QQQ JEPQ COWZ FXL RYH FMHI 12 stocks |
$220 Million
95.86% of portfolio
|
  10  
|
  2  
|
  3  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$4.51 Million
1.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$2.38 Million
1.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$830,267
0.36% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$327,330
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CBU 1 stocks |
$316,482
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$311,730
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$292,219
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$278,818
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$270,684
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|