Socha Financial Group, LLC Portfolio Holdings by Sector
Socha Financial Group, LLC
- $213 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB QQQ XLK CAPE JEPQ FXL COWZ RYH 12 stocks |
$155 Million
93.7% of portfolio
|
  5  
|
  6  
|
  2  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$4.5 Million
2.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$2.85 Million
1.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$805,641
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$379,106
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$377,192
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CBU 1 stocks |
$336,156
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SPG 1 stocks |
$301,301
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$251,672
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$234,694
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$209,163
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$200,232
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|