Socha Financial Group, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$204.6B
Holdings
21
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 3,203,113 | $69.0B | 33.70% | |
| 2 | FFLCFIDELITY COVINGTON TRUST | 1,176,519 | $51.2B | 25.01% | |
| 3 | NDQINVESCO QQQ TR | 97,942 | $45.9B | 22.45% | |
| 4 | XLKSELECT SECTOR SPDR TR | 76,985 | $15.9B | 7.77% | |
| 5 | IBMINTERNATIONAL BUSINESS MACHS | 20,468 | $5.1B | 2.49% | |
| 6 | CAPEDOUBLELINE ETF TRUST | 113,347 | $3.4B | 1.68% | |
| 7 | GLWCORNING INC | 59,867 | $2.7B | 1.34% | |
| 8 | FXLFIRST TR EXCHANGE TRADED FD | 18,624 | $2.5B | 1.20% | |
| 9 | JEPQJ P MORGAN EXCHANGE TRADED F | 46,298 | $2.4B | 1.17% | |
| 10 | NEARISHARES U S ETF TR | 30,057 | $1.5B | 0.75% | |
| 11 | COWZPACER FDS TR | 20,910 | $1.1B | 0.56% | |
| 12 | MAGXROUNDHILL ETF TRUST | 22,305 | $697.3M | 0.34% | |
| 13 | TAT&T INC | 19,193 | $542.8M | 0.27% | |
| 14 | RSPHINVESCO EXCHANGE TRADED FD T | 17,228 | $512.5M | 0.25% | |
| 15 | BACVERIZON COMMUNICATIONS INC | 9,415 | $427.1M | 0.21% | |
| 16 | CBUCOMMUNITY FINANCIAL SYSTEM I | 5,450 | $309.9M | 0.15% | |
| 17 | AAPLAPPLE INC | 1,348 | $299.3M | 0.15% | |
| 18 | SPGSIMON PPTY GROUP INC NEW | 1,750 | $290.6M | 0.14% | |
| 19 | AMZNAMAZON COM INC | 1,448 | $275.5M | 0.13% | |
| 20 | KOCOCA COLA CO | 3,770 | $270.0M | 0.13% | |
| 21 | STZCONSTELLATION BRANDS INC | 1,145 | $210.2M | 0.10% |