Socha Financial Group, LLC Portfolio Holdings by Sector
Socha Financial Group, LLC
- $205 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB QQQ XLK CAPE FXL JEPQ NEAR COWZ 9 stocks |
$142 Million
93.15% of portfolio
|
  4  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$5.09 Million
3.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$2.74 Million
1.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$969,834
0.63% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CBU 1 stocks |
$309,887
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$299,333
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SPG 1 stocks |
$290,576
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$275,496
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$269,977
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$210,212
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|