Socha Financial Group, LLC Top Holdings and 13F Report (2025) About Socha Financial Group, LLCInvestment ActivitySocha Financial Group, LLC has $213.29 million in total holdings as of December 31, 2024.Socha Financial Group, LLC owns shares of 25 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 53.11% of the portfolio was purchased this quarter.About 41.45% of the portfolio was sold this quarter.This quarter, Socha Financial Group, LLC has purchased 23 new stocks and bought additional shares in 11 stocks.Socha Financial Group, LLC sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $70,392,236Invesco QQQ $48,583,870Fidelity Fundamental Large Cap Core ETF $47,612,114Technology Select Sector SPDR Fund $15,181,468Shiller CAPE U.S. Equities ETF $6,842,215 Largest New Holdings this Quarter Fidelity Fundamental Large Cap Core ETF $47,612,114 HoldingTechnology Select Sector SPDR Fund $15,181,468 HoldingiShares Short Duration Bond Active ETF $933,392 HoldingMicrosoft $209,163 HoldingNVIDIA $200,232 Holding Largest Purchases this Quarter Fidelity Fundamental Large Cap Core ETF 1,037,527 shares (about $47.61M)Schwab US Broad Market ETF 2,068,382 shares (about $46.95M)Technology Select Sector SPDR Fund 65,291 shares (about $15.18M)Invesco QQQ 3,383 shares (about $1.73M)iShares Short Duration Bond Active ETF 18,483 shares (about $933.39K) Largest Sales this Quarter Shiller CAPE U.S. Equities ETF 1,623,516 shares (about $48.65M)JPMorgan Nasdaq Equity Premium Income ETF 338,651 shares (about $19.09M)Pacer US Cash Cows 100 ETF 285,741 shares (about $16.14M)First Trust Technology AlphaDEX Fund 9,146 shares (about $1.36M)Invesco S&P 500 Equal Weight Health Care ETF 43,299 shares (about $1.27M) 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$70,392,236$46,952,265 ▲200.3%3,100,98033.0%ETFQQQInvesco QQQ$48,583,870$1,729,496 ▲3.7%95,03322.8%FinanceFMILFidelity Fundamental Large Cap Core ETF$47,612,114$47,612,114 ▲New Holding1,037,52722.3%ETFXLKTechnology Select Sector SPDR Fund$15,181,468$15,181,468 ▲New Holding65,2917.1%ETFCAPEShiller CAPE U.S. Equities ETF$6,842,215$48,651,902 ▼-87.7%228,3253.2%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,886,624$19,093,144 ▼-79.6%86,6732.3%ETFIBMInternational Business Machines$4,499,480$10,991 ▲0.2%20,4682.1%Computer and TechnologyFXLFirst Trust Technology AlphaDEX Fund$4,056,158$1,358,638 ▼-25.1%27,3051.9%ETFGLWCorning$2,849,403$345,186 ▲13.8%59,9621.3%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$2,307,547$16,138,653 ▼-87.5%40,8561.1%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$995,497$1,268,661 ▼-56.0%33,9760.5%ETFNEARiShares Short Duration Bond Active ETF$933,392$933,392 ▲New Holding18,4830.4%ETFBTALAGF U.S. Market Neutral Anti-Beta Fund$528,861$40,194 ▲8.2%28,6180.2%ETFTAT&T$435,543$6,398 ▲1.5%19,1280.2%Computer and TechnologyAMZNAmazon.com$379,106$12,066 ▲3.3%1,7280.2%Retail/WholesaleAAPLApple$377,192$25,296 ▲7.2%1,5060.2%Computer and TechnologyVZVerizon Communications$370,0980.0%9,2550.2%Computer and TechnologyCBUCommunity Bank System$336,1560.0%5,4500.2%FinanceFMHIFirst Trust Municipal High Income ETF$308,380$602,080 ▼-66.1%6,3860.1%ManufacturingSPGSimon Property Group$301,301$17,217 ▲6.1%1,7500.1%FinanceSTZConstellation Brands$251,672$1,105 ▲0.4%1,1390.1%Consumer StaplesKOCoca-Cola$234,694$187 ▲0.1%3,7700.1%Consumer StaplesPSMJPacer Swan SOS Moderate (July) ETF$216,0680.0%7,6000.1%ETFMSFTMicrosoft$209,163$209,163 ▲New Holding4960.1%Computer and TechnologyNVDANVIDIA$200,232$200,232 ▲New Holding1,4910.1%Computer and TechnologyFMNYFirst Trust New York Municipal High Income ETF$0$775,024 ▼-100.0%00.0%ETFTQQQProShares UltraPro QQQ$0$286,480 ▼-100.0%00.0%ETFTECLDirexion Daily Technology Bull 3X Shares$0$242,808 ▼-100.0%00.0%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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