Investor

Socha Financial Group, LLC

Portfolio Total Value

$214,582,000.00

Number of Stocks

28

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
SCHB $70,392,000.0 33.0%
Added 200.31%
3,100,980 $22.7 $27.56
Added 21.41%
$18.75 $64.77
QQQ $48,583,000.0 22.78%
Added 3.69%
95,033 $511.23 $663.88
Added 29.86%
$413.07 $539.15
FMIL $47,612,000.0 22.32%
No Change
1,037,527 $45.89 $39.51
Reduced 13.9%
$36.97 $48.07
XLK $15,181,000.0 7.12%
No Change
65,291 $232.52 $160.22
Reduced 31.09%
$190.75 $241.88
DCPE $6,842,000.0 3.21%
Reduced 87.67%
228,325 $29.97 $21.64
Reduced 27.79%
$21.01 $26.91
$4,886,000.0 2.29%
Reduced 79.62%
86,673 $56.38 $nan
Reduced nan%
$nan $nan
IBM $4,499,000.0 2.11%
Added 0.24%
20,468 $219.83 $231.98
Added 5.53%
$162.62 $239.35
FXL $4,056,000.0 1.9%
Reduced 25.09%
27,305 $148.55 $185.69
Added 25.0%
$118.92 $158.51
GLW $2,849,000.0 1.34%
Added 13.78%
59,962 $47.52 $175.89
Added 270.14%
$30.31 $52.03
COWZ $2,307,000.0 1.08%
Reduced 87.49%
40,856 $56.48 $62.63
Added 10.89%
$50.99 $61.92
RYH $995,000.0 0.47%
Reduced 56.03%
33,976 $29.3 $287.06
Added 879.73%
$248.94 $304.15
NEAR $933,000.0 0.44%
No Change
18,483 $50.5 $50.91
Added 0.81%
$49.88 $51.4
FMNY $775,000.0 0.34%
No Change
28,358 $27.33 $26.76
Reduced 2.09%
$26.31 $27.43
BTAL $528,000.0 0.25%
Added 8.23%
28,618 $18.48 $12.35
Reduced 33.17%
$17.67 $21.3
T $435,000.0 0.2%
Added 1.49%
19,128 $22.77 $26.2
Added 15.06%
$15.94 $24.03
AMZN $379,000.0 0.18%
Added 3.29%
1,728 $219.39 $263.99
Added 20.33%
$151.61 $235.44
AAPL $377,000.0 0.18%
Added 7.19%
1,506 $250.46 $271.06
Added 8.22%
$164.08 $260.1
VZ $370,000.0 0.17%
No Change
9,255 $39.99 $46.38
Added 15.98%
$37.59 $45.36
CBU $336,000.0 0.16%
No Change
5,450 $61.68 $62.32
Added 1.04%
$41.5 $73.39
FMHI $308,000.0 0.14%
Reduced 66.13%
6,386 $48.29 $48.14
Reduced 0.31%
$47.15 $49.51
SPG $301,000.0 0.14%
Added 6.06%
1,750 $172.17 $201.16
Added 16.84%
$135.15 $186.0
STZ $251,000.0 0.12%
Added 0.44%
1,139 $220.96 $156.0
Reduced 29.4%
$176.51 $274.87
TQQQ $286,000.0 0.12%
No Change
3,952 $72.49 $62.56
Reduced 13.7%
$48.8 $93.79
KO $234,000.0 0.11%
Added 0.08%
3,770 $62.25 $76.63
Added 23.1%
$57.93 $73.53
TECL $242,000.0 0.11%
No Change
2,774 $87.53 $148.75
Added 69.94%
$54.8 $112.78
MSFT $209,000.0 0.1%
No Change
496 $421.7 $424.62
Added 0.69%
$385.58 $468.35
PSMJ $216,000.0 0.1%
No Change
7,600 $28.43 $33.14
Added 16.57%
$25.15 $29.75
NVDA $200,000.0 0.09%
No Change
1,491 $134.29 $208.27
Added 55.09%
$59.94 $153.13