Socha Financial Group, LLC Portfolio Holdings

Socha Financial Group, LLC

  • $213 Billion
  • Q4 2024

Socha Financial Group, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $213 Billion distributed in 25 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 $70.4B, Invesco Qqq Trust, Series 1 with a value of $48.6B, Fidelity Covington Tr New Mill with a value of $47.6B, Technology Sector Spdr with a value of $15.2B, and Barclays Bank PLC with a value of $6.84B.

Examining the 13F form we can see an decrease of $17.2B in the current position value, from $230B to 213B.

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 $213 Billion
ETFs: $155 Billion
Technology: $8.14 Billion
Communication Services: $806 Million
Consumer Defensive: $486 Million
Consumer Cyclical: $379 Million
Financial Services: $336 Million
Real Estate: $301 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44.3B
$2.85 Billion 1.34% of portfolio
59,962
Q4 2024 Added 13.78%
$179B
$436 Million 0.2% of portfolio
19,128
Q4 2024 Added 1.49%
$170B
$370 Million 0.17% of portfolio
9,255
Q3 2024 Added 3.01%
$60.4B
$301 Million 0.14% of portfolio
1,750
Q4 2024 Added 6.06%
$26.6B
$252 Million 0.12% of portfolio
1,139
Q4 2024 Added 0.44%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $213 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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