$155 Million is the total value of Socha Financial Group, LLC's 23 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,837 | -100.0% | -0.22% | – |
SKT | Exit | TANGER FACTORY OUTLET CTRS I | $0 | – | -18,257 | -100.0% | -0.23% | – |
GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,872 | -100.0% | -0.33% | – |
SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -13,618 | -100.0% | -0.62% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-26
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.