$97.7 Million is the total value of Socha Financial Group, LLC's 15 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Exit | AMAZON COM INC | $0 | – | -66 | -100.0% | -0.18% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -6,198 | -100.0% | -0.30% | – |
| CAPE | Exit | BARCLAYS BANK PLCipath shilr cape | $0 | – | -2,025,170 | -100.0% | -37.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-03-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 39.2% |
| INVESCO QQQ TR | 8 | Q3 2023 | 18.4% |
| FIRST TR EXCHANGE TRADED FD | 8 | Q3 2023 | 3.6% |
| INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 2.1% |
| APPLE INC | 8 | Q3 2023 | 0.6% |
| AT&T INC | 8 | Q3 2023 | 0.4% |
| COMMUNITY BK SYS INC | 8 | Q3 2023 | 0.4% |
| CONSTELLATION BRANDS INC | 8 | Q3 2023 | 0.3% |
| CORNING INC | 7 | Q3 2023 | 6.0% |
| DOUBLELINE ETF TRUST | 6 | Q3 2023 | 30.3% |
View Socha Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 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.