$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSMJ | Sell | PACER FDS TRswan sos modrte | $2,856,255 | +4.7% | 137,279 | -0.4% | 2.03% | -13.5% |
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.