Socha Financial Group, LLC Portfolio Holdings by Sector
Socha Financial Group, LLC
- $237 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY QQQ SCHB XLK CAPE FXL JEPQ COWZ 10 stocks |
$175 Million
93.07% of portfolio
|
  1  
|
  9  
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM XRX 2 stocks |
$5.83 Million
3.09% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$4.63 Million
2.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$942,308
0.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$343,884
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CBU 1 stocks |
$319,588
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$301,470
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$235,923
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$234,515
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$222,255
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|