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  Name: Socha Financial Group LLC
  City: CORNING
  State: NY
  Zip: 14830
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $228,007,000
  Total Value Change : $19,570,000
  Securities Held Change : 0
   
All Securities Held : 30
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 22
  Unchanged Positions : 2
  Decreased Positions : 3

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Holdings Found : 3     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CAPE)1 Year Chart         CAPE Doubleline Shiller Cape Us ... 2 - $27.51 $53,489,000 1,910,318 23.46% 2,674,000 -5,089 2.123    N/A
   (FXL)1 Year Chart         FXL First Trust Technology Alph... 7 - $131.55 $4,804,000 35,632 2.11% 206,000 -272 0.151    Closed - End Fund - Debt
   (CVX)1 Year Chart         CVX Chevron Corp 26 - $156.08 $280,000 1,777 0.12% -13,000 -187 0    Integrated Oil & Gas

      3 Records Found
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