Socha Financial Group, LLC Portfolio Holdings

Socha Financial Group, LLC

  • $228 Billion
  • Q1 2024

Socha Financial Group, LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $228 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $60.6B, Barclays Bank PLC with a value of $53.5B, Invesco Qqq Trust, Series 1 with a value of $39.5B, J P Morgan ETF Tr Nasdaq Equit with a value of $21.3B, and Pacer Fds Tr Us Cash Cows 100 with a value of $18.6B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $208B to 228B.

Socha Financial Group, LLC is based out at Corning, NY

Below you can find more details about Socha Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Billion
ETFs: $203 Billion
Technology: $18.3 Billion
Consumer Defensive: $1.36 Billion
Healthcare: $1.21 Billion
Financial Services: $982 Million
Communication Services: $747 Million
Energy: $548 Million
Consumer Cyclical: $363 Million
Other: $563 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.6 Billion 26.58% of portfolio
992,599
Q1 2024 Added 0.26%
$0
$53.5 Billion 23.46% of portfolio
1,910,318
Q1 2024 Reduced 0.27%
$0
$39.5 Billion 17.32% of portfolio
88,948
Q1 2024 Added 1.31%
$0
$21.3 Billion 9.33% of portfolio
392,309
Q1 2024 Added 1.51%
$0
$18.6 Billion 8.15% of portfolio
319,644
Q1 2024 Added 2.43%
$32.9B
$11.6 Billion 5.08% of portfolio
351,376
Q1 2024 Added 2.26%
$0
$4.8 Billion 2.11% of portfolio
35,632
Q1 2024 Reduced 0.76%
$155B
$4.12 Billion 1.81% of portfolio
21,569
Q1 2024 Added 0.12%
$0
$2.44 Billion 1.07% of portfolio
76,821
Q1 2024 Added 0.18%
$3.38T
$1.89 Billion 0.83% of portfolio
11,005
Q1 2024 Added 102.89%
$15.6B
$1.2 Billion 0.53% of portfolio
9,023
Q1 2024 Added 0.42%
$0
$1.01 Billion 0.45% of portfolio
1,940
Q1 2024 Added 71.53%
$0
$890 Million 0.39% of portfolio
18,475
Q1 2024 Added 3.19%
$227B
$813 Million 0.36% of portfolio
4,648
Q1 2024 Added 0.76%
$0
$748 Million 0.33% of portfolio
27,716
Q1 2024 Added 0.8%
$2.54B
$627 Million 0.27% of portfolio
13,050
Q1 2024 Added 139.45%
$173B
$417 Million 0.18% of portfolio
9,935
Q1 2024 Added 3.0%
$3.33T
$406 Million 0.18% of portfolio
965
Q1 2024 Added 1.05%
$429B
$355 Million 0.16% of portfolio
1,272
Q1 2024 Added 0.24%
$1.97T
$363 Million 0.16% of portfolio
2,011
Q1 2024 Added 1.0%
$76.2B
$337 Million 0.15% of portfolio
1,121
Q1 2024 New
$308B
$352 Million 0.15% of portfolio
389
Q1 2024 New
$136B
$330 Million 0.14% of portfolio
18,763
Q1 2024 Added 1.05%
$41.5B
$306 Million 0.13% of portfolio
1,125
Q1 2024 Added 0.36%
$480B
$267 Million 0.12% of portfolio
2,299
Q1 2024 Added 0.13%
$306B
$280 Million 0.12% of portfolio
1,777
Q1 2024 Reduced 9.52%
$275B
$245 Million 0.11% of portfolio
4,006
Q4 2023 Reduced 14.71%
$49.7B
$227 Million 0.1% of portfolio
1,450
Q1 2024 New
$12.4M
$6.99 Million 0.0% of portfolio
12,380
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $228 Billion
  • Prior Value $208 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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