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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$70.4 Billion 33.0% of portfolio
3,100,980
Q4 2024 Added 200.31%
$0
$48.6 Billion 22.78% of portfolio
95,033
Q4 2024 Added 3.69%
-
$47.6 Billion 22.32% of portfolio
-
Q4 2024 New
$0
$15.2 Billion 7.12% of portfolio
65,291
Q4 2024 New
$0
$6.84 Billion 3.21% of portfolio
228,325
Q4 2024 Reduced 87.67%
$0
$4.89 Billion 2.29% of portfolio
86,673
Q4 2024 Reduced 79.62%
$228B
$4.5 Billion 2.11% of portfolio
20,468
Q4 2024 Added 0.24%
$0
$4.06 Billion 1.9% of portfolio
27,305
Q4 2024 Reduced 25.09%
$44.3B
$2.85 Billion 1.34% of portfolio
59,962
Q4 2024 Added 13.78%
$0
$2.31 Billion 1.08% of portfolio
40,856
Q4 2024 Reduced 87.49%
$0
$995 Million 0.47% of portfolio
33,976
Q4 2024 Reduced 56.03%
$0
$933 Million 0.44% of portfolio
18,483
Q4 2024 New
$0
$529 Million 0.25% of portfolio
28,618
Q4 2024 Added 8.23%
$179B
$436 Million 0.2% of portfolio
19,128
Q4 2024 Added 1.49%
$2.37T
$379 Million 0.18% of portfolio
1,728
Q4 2024 Added 3.29%
$3.74T
$377 Million 0.18% of portfolio
1,506
Q4 2024 Added 7.19%
$3.56B
$336 Million 0.16% of portfolio
5,450
Q2 2024 Reduced 58.24%
$60.4B
$301 Million 0.14% of portfolio
1,750
Q4 2024 Added 6.06%
$0
$308 Million 0.14% of portfolio
6,386
Q4 2024 Reduced 66.13%
$26.6B
$252 Million 0.12% of portfolio
1,139
Q4 2024 Added 0.44%
$292B
$235 Million 0.11% of portfolio
3,770
Q4 2024 Added 0.08%
$3.07T
$209 Million 0.1% of portfolio
496
Q4 2024 New
$0
$216 Million 0.1% of portfolio
7,600
Q3 2024 Reduced 0.17%
$331B
$200 Million 0.09% of portfolio
1,491
Q4 2024 New

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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