Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $245,875,859
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 80,816 $59,512,596 24.2%
2.
Spdr S & P 500 Etf Trust
 SPY 68,726 $51,322,640 20.87%
3.
Fidelity Covington Trust
 FENY 607,941 $35,813,804 14.57%
4.
Tidal Trust I - FUND GRAN US ETF
 1,260,790 $34,860,844 14.18%
5.
Sector Spdr Trust
 XLE 142,093 $27,071,506 11.01%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.