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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 $204,939,217
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 79,857 $49,057,084 23.94%
2.
Spdr S & P 500 Etf Trust
 SPY 64,505 $43,987,250 21.46%
3.
Fidelity Covington Trust
 593,408 $31,664,251 15.45%
4.
Tidal Trust I
 1,142,473 $28,287,631 13.8%
5.
Schwab Strategic Trust
 FNDF 799,561 $20,972,487 10.23%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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