Socha Financial Group, LLC Portfolio Holdings

Socha Financial Group, LLC

  • $225 Billion
  • Q2 2025

Socha Financial Group, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $63.7B, Invesco Qqq Trust, Series 1 with a value of $56.6B, Fidelity Covington Tr New Mill with a value of $46.1B, Schwab Strategic Tr Us Broad M with a value of $22.2B, and Technology Sector Spdr with a value of $16B.

Examining the 13F form we can see an increase of $20B in the current position value, from $205B to 225B.

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 $225 Billion
ETFs: $166 Billion
Technology: $9.68 Billion
Communication Services: $944 Million
Consumer Defensive: $319 Million
Consumer Cyclical: $318 Million
Financial Services: $310 Million
Real Estate: $201 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.1B
$3.15 Billion 1.4% of portfolio
59,847
Q2 2025 Reduced 0.03%
$196B
$558 Million 0.25% of portfolio
19,284
Q2 2025 Added 0.47%
$178B
$386 Million 0.17% of portfolio
8,926
Q2 2025 Reduced 5.19%
$54.8B
$201 Million 0.09% of portfolio
1,250
Q2 2025 Reduced 28.57%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $225 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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