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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 $224,591,480
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 103,166 $63,741,113 28.38%
2.
Invesco Qqq Tr
 102,631 $56,615,568 25.21%
3.
Fidelity Covington Trust
 944,316 $46,139,280 20.54%
4.
Schwab Strategic Trust
 FNDF 931,488 $22,197,348 9.88%
5.
Sector Spdr Trust
 XLB 63,171 $15,996,779 7.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)