| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 39.2% |
| INVESCO QQQ TR | 11 | Q2 2024 | 20.1% |
| FIRST TR EXCHANGE TRADED FD | 11 | Q2 2024 | 3.6% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 2.1% |
| APPLE INC | 11 | Q2 2024 | 0.8% |
| AT&T INC | 11 | Q2 2024 | 0.4% |
| COMMUNITY FINANCIAL SYSTEM I | 11 | Q2 2024 | 0.4% |
| CONSTELLATION BRANDS INC | 11 | Q2 2024 | 0.3% |
| CORNING INC | 10 | Q2 2024 | 6.0% |
| DOUBLELINE ETF TRUST | 9 | Q2 2024 | 30.3% |
View Socha Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-03-20 |
| 13F-HR | 2023-03-20 |
| 13F-HR | 2023-03-20 |
View Socha Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.