The Analysis of Socha Financial Group, LLC's Holdings


Currently, Socha Financial Group, LLC holds 15 types of securities in its portfolio with a total value $204.9M. In the most recent quarter, they have increased their positions in GRNY (+1.1M shares, valued at $28.0M), XLK (+74.9K shares, valued at $10.8M), N/A (+89.7K shares, valued at $1.3M); decreased their positions in SPY (-36.7K shares, valued at $25.0M), FFLC (-325.7K shares, valued at $17.4M), N/A (-20.8K shares, valued at $12.8M); initiated new positions in N/A (+89.7K shares, valued at $1.3M), PSMO (+7.1K shares, valued at $217.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
INVESCO QQQ TR INVESCO QQQ TR79.9K shares-20.66%2025-12-312026-01-30history
SPY SPDR S&P 500 ETF TR64.5K shares-36.25%2025-12-312026-01-30history
FFLC FIDELITY COVINGTON TRUST593.4K shares-35.44%2025-12-312026-01-30history
GRNY TIDAL TRUST I1.1M shares8364.64%2025-12-312026-01-30history
SCHB SCHWAB STRATEGIC TR799.6K shares-12.02%2025-12-312026-01-30history
XLK SELECT SECTOR SPDR TR136.4K shares121.70%2025-12-312026-01-30history
GLW CORNING INC44.0K shares-22.05%2025-12-312026-01-30history
FXL FIRST TR EXCHANGE TRADED FD14.8K shares-5.02%2025-12-312026-01-30history
Sponsored
CAPE DOUBLELINE ETF TRUST59.6K shares-28.75%2025-12-312026-01-30history
BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD89.7K sharesnew addition2025-12-312026-01-30history
JEPQ J P MORGAN EXCHANGE TRADED F7.4K shares-7.49%2025-12-312026-01-30history
TQQQ PROSHARES TR7.0K shares105.58%2025-12-312026-01-30history
COWZ PACER FDS TR6.0K shares-23.38%2025-12-312026-01-30history
TECL DIREXION SHS ETF TR3.0K shares4.48%2025-12-312026-01-30history
PSMO PACER FDS TR7.1K sharesnew addition2025-12-312026-01-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available