$228 Million is the total value of Socha Financial Group, LLC's 30 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $245,078 | +3.8% | 4,006 | 0.0% | 0.11% | -5.3% | |
| BCLI | BRAINSTORM CELL THERAPEUTICS | $6,991 | +106.8% | 12,380 | 0.0% | 0.00% | +50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-09
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 |
|---|---|
| 13F-HR | 2024-10-31 |
| 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 |
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.