Socha Financial Group, LLC Portfolio Holdings

Socha Financial Group, LLC

  • $230 Billion
  • Q3 2024

Socha Financial Group, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $230 Billion distributed in 23 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 $68.7B, Barclays Bank PLC with a value of $54.8B, Invesco Qqq Trust, Series 1 with a value of $44.7B, J P Morgan ETF Tr Nasdaq Equit with a value of $23.4B, and Pacer Fds Tr Us Cash Cows 100 with a value of $18.9B.

Examining the 13F form we can see an increase of $16.8B in the current position value, from $214B to 230B.

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 $230 Billion
ETFs: $220 Billion
Technology: $7.22 Billion
Communication Services: $830 Million
Consumer Defensive: $563 Million
Financial Services: $316 Million
Consumer Cyclical: $312 Million
Real Estate: $279 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$4.51 Billion 1.96% of portfolio
20,418
Q2 2024 Reduced 5.34%
$40B
$2.38 Billion 1.03% of portfolio
52,698
Q3 2024 Added 144.79%
$168B
$416 Million 0.18% of portfolio
9,255
Q3 2024 Added 3.01%
$163B
$415 Million 0.18% of portfolio
18,847
Q3 2024 Added 2.51%
$36.7B
$292 Million 0.13% of portfolio
1,134
Q3 2024 Added 0.44%
$56.2B
$279 Million 0.12% of portfolio
1,650
Q2 2024 Added 13.79%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $230 Billion
  • Prior Value $214 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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