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Home > Institutional Investor > Socha Financial Group, Llc > Profile

Instuitional Investor - Socha Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Socha Financial Group, Llc
Portfolio Value $213,288,470
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,100,980 $70,392,236 33%
2.
Invesco Qqq Tr
 95,033 $48,583,870 22.77%
3.
Fidelity Covington Trust
 1,037,527 $47,612,114 22.32%
4.
Sector Spdr Trust
 XLB 65,291 $15,181,468 7.11%
5.
Doubleline Etf Trust
 228,325 $6,842,215 3.2%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)