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CIK: 0001967966
Total reported value
$245.9M
$245.9M
21 檔
76.1%
In Q1 2025, Socha Financial Group, LLC's U.S. equity holdings reached a combined market value of $245.9M, distributed across 21 disclosed stock positions.
During Q1 2025, Socha Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 33.70% | -0.68% | +3.29% | |
| 2 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 25.01% | -0.68% | +13.40% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 22.45% | +0.63% | +3.06% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 7.77% | +1.55% | +17.91% | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 2.49% | — | — | |
| 6 | CAPE | Doubleline Shiller Cape US | ETF-Other | 1.68% | -0.19% | -50.36% | |
| 7 | GLW | Corning Inc | Stock-Tech | 1.34% | +0.68% | -0.16% | |
| 8 | FXL | First Trust Technology Alpha | ETF-Tech | 1.20% | +0.11% | -31.79% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.17% | -0.03% | -46.58% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.75% | — | +62.62% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.56% | -0.04% | -48.82% | |
| 12 | MAGX | Rdhill Daily 2x Lm Seven ETF | ETF-Other | 0.34% | — | — | |
| 13 | T | At&t Inc | Stock-Comm Services | 0.27% | — | +0.34% | |
| 14 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.25% | — | -49.29% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.21% | — | +1.73% | |
| 16 | CBU | Community Financial System I | Stock-Other | 0.15% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.15% | — | -10.49% | |
| 18 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.14% | — | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | — | -16.20% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | — | — | |
| 21 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.10% | — | +0.53% |
According to official SEC Form 13F filings, Socha Financial Group, LLC reported a total U.S. public equity portfolio value of $245.9M across 21 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, FFLC, QQQ) accounted for 76.1% of total reported equity market value during Q1 2025.
During Q1 2025, Socha Financial Group, LLC's top holdings by market value included SCHB (33.7%)、FFLC (25.0%)、QQQ (22.4%). The largest single position, SCHB, represented 33.7% of total portfolio value.
In Q1 2025, Socha Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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