Socha Financial Group, LLC Portfolio Holdings by Sector
Socha Financial Group, LLC
- $225 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY QQQ SCHB XLK CAPE FXL JEPQ COWZ 12 stocks |
$166 Million
93.39% of portfolio
|
  5  
|
  7  
|
  4  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$6.04 Million
3.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$3.15 Million
1.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$944,309
0.53% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$319,292
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$317,677
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CBU 1 stocks |
$309,942
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$276,797
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$219,786
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SPG 1 stocks |
$200,888
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|