Socha Financial Group, LLC Portfolio Holdings

Socha Financial Group, LLC

  • $214 Billion
  • Q2 2024

Socha Financial Group, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $214 Billion distributed in 20 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 $63.6B, Barclays Bank PLC with a value of $51.6B, Invesco Qqq Trust, Series 1 with a value of $42.9B, J P Morgan ETF Tr Nasdaq Equit with a value of $22.6B, and Pacer Fds Tr Us Cash Cows 100 with a value of $17.4B.

Examining the 13F form we can see an decrease of $14.3B in the current position value, from $228B to 214B.

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 $214 Billion
ETFs: $206 Billion
Technology: $4.66 Billion
Communication Services: $722 Million
Consumer Defensive: $530 Million
Consumer Cyclical: $324 Million
Financial Services: $257 Million
Real Estate: $250 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.12B
$257 Million 0.12% of portfolio
5,450
Q2 2024 Reduced 58.24%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $214 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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