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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 $236,726,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 101,183 $67,406,091 28.47%
2.
Invesco Qqq Tr
 100,653 $60,429,129 25.53%
3.
Fidelity Covington Trust
 919,145 $47,832,306 20.21%
4.
Schwab Strategic Trust
 FNDF 908,756 $23,364,108 9.87%
5.
Sector Spdr Trust
 XLB 123,062 $17,343,047 7.33%
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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