Socha Financial Group, LLC Top Holdings and 13F Report (2024) About Socha Financial Group, LLCInvestment ActivitySocha Financial Group, LLC has $230.50 million in total holdings as of September 30, 2024.Socha Financial Group, LLC owns shares of 23 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 2.87% of the portfolio was purchased this quarter.About 0.11% of the portfolio was sold this quarter.This quarter, Socha Financial Group, LLC has purchased 20 new stocks and bought additional shares in 13 stocks.Socha Financial Group, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $68,688,436Shiller CAPE U.S. Equities ETF $54,795,975Invesco QQQ $44,731,616JPMorgan Nasdaq Equity Premium Income ETF $23,363,047Pacer US Cash Cows 100 ETF $18,887,105 Largest New Holdings this Quarter AGF U.S. Market Neutral Anti-Beta Fund $518,283 HoldingProShares UltraPro QQQ $286,480 HoldingDirexion Daily Technology Bull 3X Shares $242,808 Holding Largest Purchases this Quarter Corning 31,170 shares (about $1.41M)Schwab US Broad Market ETF 21,008 shares (about $1.40M)Invesco QQQ 2,171 shares (about $1.06M)JPMorgan Nasdaq Equity Premium Income ETF 17,985 shares (about $987.92K)AGF U.S. Market Neutral Anti-Beta Fund 26,443 shares (about $518.28K) Largest Sales this Quarter Shiller CAPE U.S. Equities ETF 7,976 shares (about $236.01K)First Trust New York Municipal High Income ETF 393 shares (about $10.74K)Amazon.com 5 shares (about $931.65)Pacer Swan SOS Moderate (July) ETF 13 shares (about $363.09) Sector Allocation Over TimeMap of 500 Largest Holdings ofSocha Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$68,688,436$1,397,453 ▲2.1%1,032,59829.8%ETFCAPEShiller CAPE U.S. Equities ETF$54,795,975$236,010 ▼-0.4%1,851,84123.8%FinanceQQQInvesco QQQ$44,731,616$1,059,600 ▲2.4%91,65019.4%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$23,363,047$987,916 ▲4.4%425,32410.1%ETFCOWZPacer US Cash Cows 100 ETF$18,887,105$457,320 ▲2.5%326,5978.2%ETFFXLFirst Trust Technology AlphaDEX Fund$5,053,749$170,117 ▲3.5%36,4512.2%ETFIBMInternational Business Machines$4,514,0110.0%20,4182.0%Computer and TechnologyRSPHInvesco S&P 500 Equal Weight Health Care ETF$2,490,573$35,582 ▲1.4%77,2751.1%ETFGLWCorning$2,379,329$1,407,334 ▲144.8%52,6981.0%Computer and TechnologyFMHIFirst Trust Municipal High Income ETF$931,388$28,059 ▲3.1%18,8540.4%ManufacturingFMNYFirst Trust New York Municipal High Income ETF$775,024$10,741 ▼-1.4%28,3580.3%ETFBTALAGF U.S. Market Neutral Anti-Beta Fund$518,283$518,283 ▲New Holding26,4430.2%ETFVZVerizon Communications$415,631$12,125 ▲3.0%9,2550.2%Computer and TechnologyTAT&T$414,636$10,142 ▲2.5%18,8470.2%Computer and TechnologyAAPLApple$327,330$466 ▲0.1%1,4050.1%Computer and TechnologyCBUCommunity Bank System$316,4820.0%5,4500.1%FinanceAMZNAmazon.com$311,730$932 ▼-0.3%1,6730.1%Retail/WholesaleSTZConstellation Brands$292,219$1,288 ▲0.4%1,1340.1%Consumer StaplesTQQQProShares UltraPro QQQ$286,480$286,480 ▲New Holding3,9520.1%ETFSPGSimon Property Group$278,8180.0%1,6500.1%FinanceKOCoca-Cola$270,684$144 ▲0.1%3,7670.1%Consumer StaplesTECLDirexion Daily Technology Bull 3X Shares$242,808$242,808 ▲New Holding2,7740.1%ETFPSMJPacer Swan SOS Moderate (July) ETF$212,268$363 ▼-0.2%7,6000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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