SF

Socha Financial Group, LLC

13F
Socha Financial Group, LLC
Last update 2025-04-25 21 Stocks (1 new)
Value $205.00 Mil Turnover 7 %
Countries:
Top Holdings: SCHB(33.70%)FMIL(25.01%)QQQ(22.45%)XLK(7.77%)IBM(2.49%)
Summary Stock Picks Current Portfolio
Socha Financial Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHB
Schwab U.S. Broad Market ETF
3,203,113
68,963.0
+3.29%
33.700
+1.07%
0.220
+18.65%
+8.04%
35,162.1
 
FMIL
FMIL
1,176,519
51,178.6
+13.40%
25.010
+2.95%
-
+21.55%
+8.67%
0
 
QQQ
INVESCO QQQ Trust
97,942
45,927.1
+3.06%
22.450
+0.67%
0.020
+23.59%
+10.05%
357,789.2
 
XLK
Technology Select Sector SPDR ETF
76,985
15,895.9
+17.91%
7.770
+1.18%
0.020
+31.13%
+11.88%
82,381.4
 
IBM
International Business Machines Corp
International Business Machines Corp
20,468
5,089.6
0%
2.490
0%
0.000
+17.66%
+32.26%
266,662.5
Software
CAPE
DoubleLine Shiller CAPE U.S. Equities ETF
DoubleLine Shiller CAPE U.S. Equities ETF
113,347
3,444.6
-50.36%
1.680
-1.62%
-
+10.48%
+8.48%
316.8
 
GLW
Corning Inc
59,867
2,740.7
-0.16%
1.340
0%
0.010
+31.04%
+19.17%
47,956.1
Hardware
FXL
First Trust Technology AlphaDEX Fund
First Trust Technology AlphaDEX Fund
18,624
2,463.0
-31.79%
1.200
-0.60%
0.210
+23.73%
+7.40%
1,364.9
 
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
46,298
2,397.3
-46.58%
1.170
-1.07%
0.010
+14.08%
+3.19%
25,391.2
 
NEAR
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
30,057
1,529.0
+62.62%
0.750
+0.29%
0.050
+1.76%
+3.28%
3,400.9
 

Socha Financial Group, LLC's Historical Top Holdings Breakdowns

Socha Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FMIL
FMIL
2025-03-31
Add
Add
+2.95%
●
42.94 ($46.07) 48.37
$39.51
-14.25%
Add 13.4%
1,176,519
138,992
CAPE
DoubleLine Shiller CAPE U.S. Equities ETF
DoubleLine Shiller CAPE U.S. Equities ETF
2025-03-31
Reduce
Reduce
-1.62%
●
29.41 ($30.64) 31.63
$32.32
5.48%
Reduce -50.36%
113,347
-114,978
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+1.18%
●
206.38 ($226.74) 242.18
$259.26
14.34%
Add 17.91%
76,985
11,694
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Reduce
Reduce
-1.07%
●
51.45 ($55.7) 58.51
$54.80
-1.61%
Reduce -46.58%
46,298
-40,375
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+1.07%
●
21.23 ($22.75) 23.75
$24.38
7.16%
Add 3.29%
3,203,113
102,133
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.67%
●
468.34 ($508.07) 539.52
$561.15
10.45%
Add 3.06%
97,942
2,909
FXL
First Trust Technology AlphaDEX Fund
First Trust Technology AlphaDEX Fund
2025-03-31
Reduce
Reduce
-0.60%
●
131.2 ($148.18) 160.72
$159.55
7.67%
Reduce -31.79%
18,624
-8,681
COWZ
Pacer US Cash Cows 100 ETF
2025-03-31
Reduce
Reduce
-0.53%
●
53.6 ($56.92) 58.97
$57.36
0.77%
Reduce -48.82%
20,910
-19,946
MAGX
Roundhill Daily 2X Long Magnificent Seven ETF
Roundhill Daily 2X Long Magnificent Seven ETF
2025-03-31
New Buy
New Buy
+0.34%
●
31.26 ($41.91) 49.67
$45.17
7.79%
New holding
22,305
22,305
NEAR
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
2025-03-31
Add
Add
+0.29%
●
50.4 ($50.66) 50.89
$50.99
0.65%
Add 62.62%
30,057
11,574

Socha Financial Group, LLC Total Holding History ($B)

To

Socha Financial Group, LLC's Asset Allocation

To

Socha Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Socha Financial Group, LLC's Hypothetical Growth since 2025-03-31

Socha Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Socha Financial Group, LLC's Holdings Heat Map

Size field:

Socha Financial Group, LLC's Holdings Bubble Chart

Socha Financial Group, LLC News

  • 1

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