$141 Million is the total value of Socha Financial Group, LLC's 23 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $782,856 | – | 16,912 | +100.0% | 0.56% | – |
| FMNY | New | FIRST TR EXCH TRADED FD IIInew york muni | $525,263 | – | 19,870 | +100.0% | 0.37% | – |
| GLW | New | CORNING INC | $338,316 | – | 10,592 | +100.0% | 0.24% | – |
| XOM | New | EXXON MOBIL CORP | $312,907 | – | 2,837 | +100.0% | 0.22% | – |
| CVX | New | CHEVRON CORP NEW | $235,661 | – | 1,313 | +100.0% | 0.17% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $231,362 | – | 1,969 | +100.0% | 0.16% | – |
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 | 2024-05-09 |
| 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 |
| 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.