Socha Financial Group, LLC Top Holdings and 13F Report (2024) → A once-in-a-century investment opportunity (From Stansberry Research) (Ad) About Socha Financial Group, LLCInvestment ActivitySocha Financial Group, LLC has $228.01 million in total holdings as of March 31, 2024.Socha Financial Group, LLC owns shares of 30 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.18% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Socha Financial Group, LLC has purchased 30 new stocks and bought additional shares in 21 stocks.Socha Financial Group, LLC sold shares of 3 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $60,598,167Shiller CAPE U.S. Equities ETF $53,488,904Invesco QQQ $39,493,801JPMorgan Nasdaq Equity Premium Income ETF $21,278,840Pacer US Cash Cows 100 ETF $18,574,513 Largest New Holdings this Quarter Technology Select Sector SPDR Fund $552,957 HoldingNVIDIA $351,597 HoldingTrane Technologies $336,524 HoldingSimon Property Group $226,850 Holding Largest Purchases this Quarter Apple 5,581 shares (about $957.02K)Technology Select Sector SPDR Fund 2,655 shares (about $552.96K)Invesco QQQ 1,153 shares (about $511.94K)Pacer US Cash Cows 100 ETF 7,587 shares (about $440.88K)SPDR S&P 500 ETF Trust 809 shares (about $423.16K) Largest Sales this Quarter Shiller CAPE U.S. Equities ETF 5,089 shares (about $142.49K)First Trust Technology AlphaDEX Fund 272 shares (about $36.67K)Chevron 187 shares (about $29.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSocha Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$60,598,167$158,486 ▲0.3%992,59926.6%ETFCAPEShiller CAPE U.S. Equities ETF$53,488,904$142,492 ▼-0.3%1,910,31823.5%FinanceQQQInvesco QQQ$39,493,801$511,944 ▲1.3%88,94817.3%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$21,278,840$316,165 ▲1.5%392,3099.3%ETFCOWZPacer US Cash Cows 100 ETF$18,574,513$440,881 ▲2.4%319,6448.1%ETFGLWCorning$11,581,360$255,506 ▲2.3%351,3765.1%Computer and TechnologyFXLFirst Trust Technology AlphaDEX Fund$4,803,906$36,671 ▼-0.8%35,6322.1%ETFIBMInternational Business Machines$4,118,775$4,965 ▲0.1%21,5691.8%Computer and TechnologyRSPHInvesco S&P 500 Equal Weight Health Care ETF$2,442,140$4,355 ▲0.2%76,8211.1%ETFAAPLApple$1,887,114$957,018 ▲102.9%11,0050.8%Computer and TechnologyDGXQuest Diagnostics$1,201,052$5,058 ▲0.4%9,0230.5%MedicalSPYSPDR S&P 500 ETF Trust$1,014,756$423,164 ▲71.5%1,9400.4%FinanceFMHIFirst Trust Municipal High Income ETF$890,126$27,559 ▲3.2%18,4750.4%ManufacturingPEPPepsiCo$813,466$6,125 ▲0.8%4,6480.4%Consumer StaplesFMNYFirst Trust New York High Income Municipal ETF$747,778$5,936 ▲0.8%27,7160.3%ETFCBUCommunity Bank System$626,792$365,028 ▲139.4%13,0500.3%FinanceXLKTechnology Select Sector SPDR Fund$552,957$552,957 ▲New Holding2,6550.2%ETFVZVerizon Communications$416,863$12,126 ▲3.0%9,9350.2%Computer and TechnologyMSFTMicrosoft$406,074$4,208 ▲1.0%9650.2%Computer and TechnologyAMZNAmazon.com$362,744$3,608 ▲1.0%2,0110.2%Retail/WholesaleVVisa$354,911$837 ▲0.2%1,2720.2%Business ServicesNVDANVIDIA$351,597$351,597 ▲New Holding3890.2%Computer and TechnologyTTTrane Technologies$336,524$336,524 ▲New Holding1,1210.1%Business ServicesTAT&T$330,221$3,432 ▲1.1%18,7630.1%Computer and TechnologySTZConstellation Brands$305,704$1,087 ▲0.4%1,1250.1%Consumer StaplesCVXChevron$280,317$29,499 ▼-9.5%1,7770.1%Oils/EnergyXOMExxon Mobil$267,202$349 ▲0.1%2,2990.1%Oils/EnergyKOCoca-Cola$245,0780.0%4,0060.1%Consumer StaplesSPGSimon Property Group$226,850$226,850 ▲New Holding1,4500.1%FinanceBCLIBrainstorm Cell Therapeutics$6,9910.0%12,3800.0%MedicalNVDLGraniteShares 2x Long NVDA Daily ETF$0$731,853 ▼-100.0%00.0%ETFTQQQProShares UltraPro QQQ$0$545,163 ▼-100.0%00.0%ETFTECLDirexion Daily Technology Bull 3X Shares$0$488,584 ▼-100.0%00.0%ETFMMM3M$0$209,129 ▼-100.0%00.0%Multi-Sector Conglomerates More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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