Socha Financial Group, LLC Top Holdings and 13F Report (2025) About Socha Financial Group, LLCInvestment ActivitySocha Financial Group, LLC has $204.61 million in total holdings as of March 31, 2025.Socha Financial Group, LLC owns shares of 21 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 6.51% of the portfolio was purchased this quarter.About 4.83% of the portfolio was sold this quarter.This quarter, Socha Financial Group, LLC has purchased 25 new stocks and bought additional shares in 8 stocks.Socha Financial Group, LLC sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $68,963,017Fidelity Fundamental Large Cap Core ETF $51,178,577Invesco QQQ $45,927,100Technology Select Sector SPDR Fund $15,895,872International Business Machines $5,089,573 Largest New Holdings this Quarter 77926X700 - ROUNDHILL ETF TRUST $697,254 Holding Largest Purchases this Quarter Fidelity Fundamental Large Cap Core ETF 138,992 shares (about $6.05M)Technology Select Sector SPDR Fund 11,694 shares (about $2.41M)Schwab US Broad Market ETF 102,133 shares (about $2.20M)Invesco QQQ 2,909 shares (about $1.36M)ROUNDHILL ETF TRUST 22,305 shares (about $697.25K) Largest Sales this Quarter Shiller CAPE U.S. Equities ETF 114,978 shares (about $3.49M)JPMorgan Nasdaq Equity Premium Income ETF 40,375 shares (about $2.09M)First Trust Technology AlphaDEX Fund 8,681 shares (about $1.15M)Pacer US Cash Cows 100 ETF 19,946 shares (about $1.09M)Invesco S&P 500 Equal Weight Health Care ETF 16,748 shares (about $498.25K) 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$68,963,017$2,198,923 ▲3.3%3,203,11333.7%ETFFMILFidelity Fundamental Large Cap Core ETF$51,178,577$6,046,152 ▲13.4%1,176,51925.0%ETFQQQInvesco QQQ$45,927,100$1,364,092 ▲3.1%97,94222.4%FinanceXLKTechnology Select Sector SPDR Fund$15,895,872$2,414,579 ▲17.9%76,9857.8%ETFIBMInternational Business Machines$5,089,5730.0%20,4682.5%Computer and TechnologyCAPEShiller CAPE U.S. Equities ETF$3,444,615$3,494,181 ▼-50.4%113,3471.7%FinanceGLWCorning$2,740,722$4,349 ▼-0.2%59,8671.3%Computer and TechnologyFXLFirst Trust Technology AlphaDEX Fund$2,463,024$1,148,062 ▼-31.8%18,6241.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,397,310$2,090,617 ▼-46.6%46,2981.2%ETFNEARiShares Short Duration Bond Active ETF$1,529,000$588,770 ▲62.6%30,0570.7%ETFCOWZPacer US Cash Cows 100 ETF$1,145,032$1,092,243 ▼-48.8%20,9100.6%ETFROUNDHILL ETF TRUST$697,254$697,254 ▲New Holding22,3050.3%DAILY 2X LONG MATAT&T$542,780$1,838 ▲0.3%19,1930.3%Computer and TechnologyRSPHInvesco S&P 500 Equal Weight Health Care ETF$512,533$498,253 ▼-49.3%17,2280.3%ETFVZVerizon Communications$427,054$7,257 ▲1.7%9,4150.2%Computer and TechnologyCBUCommunity Bank System$309,8870.0%5,4500.2%FinanceAAPLApple$299,333$35,085 ▼-10.5%1,3480.1%Computer and TechnologySPGSimon Property Group$290,5760.0%1,7500.1%FinanceAMZNAmazon.com$275,496$53,273 ▼-16.2%1,4480.1%Retail/WholesaleKOCoca-Cola$269,9770.0%3,7700.1%Consumer StaplesSTZConstellation Brands$210,212$1,102 ▲0.5%1,1450.1%Consumer StaplesBTALAGF U.S. Market Neutral Anti-Beta Fund$0$528,861 ▼-100.0%00.0%ETFFMHIFirst Trust Municipal High Income ETF$0$308,380 ▼-100.0%00.0%ManufacturingPSMJPacer Swan SOS Moderate (July) ETF$0$216,068 ▼-100.0%00.0%ETFMSFTMicrosoft$0$209,163 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$200,232 ▼-100.0%00.0%Computer and TechnologyShowing 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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