Portfolio (Quarterly)
Guide ↗
Socha Financial Group, LLC
· CIK 0001967966| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | Technology | 32,260.0 | $8.2M | 3.35% | -6K | -16.7% | $255.43 | -39.6% |
| 2 | CAPE | DOUBLELINE ETF TRUST | — | 47,241.0 | $1.5M | 0.62% | -5K | -8.8% | $32.44 | +1.0% |
| 3 | TECL | DIREXION SHARES ETF TRUST | — | 2,661.0 | $614K | 0.25% | -333.0 | -11.1% | $230.72 | -11.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
93.1%
Technology
6.9%