The Analysis of Socha Financial Group, LLC's Holdings


Currently, Socha Financial Group, LLC holds 23 types of securities in its portfolio with a total value $236.7M. In the most recent quarter, they have increased their positions in GRNY (+13.5K shares, valued at $337.3K), TECL (+508 shares, valued at $63.2K), XRX (+11.3K shares, valued at $42.6K); decreased their positions in SPY (-2.0K shares, valued at $1.3M), FFLC (-25.2K shares, valued at $1.3M), QQQ (-2.0K shares, valued at $1.2M); initiated new positions in GRNY (+13.5K shares, valued at $337.3K), XRX (+11.3K shares, valued at $42.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR101.2K shares-1.92%2025-09-302025-10-30history
QQQ INVESCO QQQ TR100.7K shares-1.93%2025-09-302025-10-30history
FFLC FIDELITY COVINGTON TRUST919.1K shares-2.67%2025-09-302025-10-30history
SCHB SCHWAB STRATEGIC TR908.8K shares-2.44%2025-09-302025-10-30history
XLK SELECT SECTOR SPDR TR61.5K shares-2.60%2025-09-302025-10-30history
IBM INTERNATIONAL BUSINESS MACHS20.5K shares0.15%2025-09-302025-10-30history
GLW CORNING INC56.4K shares-5.71%2025-09-302025-10-30history
CAPE DOUBLELINE ETF TRUST83.7K shares-13.66%2025-09-302025-10-30history
Sponsored
FXL FIRST TR EXCHANGE TRADED FD15.6K shares-5.08%2025-09-302025-10-30history
T AT&T INC19.5K shares1.00%2025-09-302025-10-30history
JEPQ J P MORGAN EXCHANGE TRADED F8.0K shares-40.25%2025-09-302025-10-30history
COWZ PACER FDS TR7.8K shares-19.11%2025-09-302025-10-30history
VZ VERIZON COMMUNICATIONS INC8.9K shares0.00%2025-09-302025-10-30history
TQQQ PROSHARES TR3.4K shares-8.98%2025-09-302025-10-30history
TECL DIREXION SHS ETF TR2.8K shares21.85%2025-09-302025-10-30history
AAPL APPLE INC1.4K shares0.15%2025-09-302025-10-30history
Sponsored
GRNY TIDAL TRUST I13.5K sharesnew addition2025-09-302025-10-30history
CBU COMMUNITY FINANCIAL SYSTEM I5.5K shares0.00%2025-09-302025-10-30history
AMZN AMAZON COM INC1.4K shares-5.18%2025-09-302025-10-30history
KO COCA COLA CO3.6K shares-21.18%2025-09-302025-10-30history
SPG SIMON PPTY GROUP INC NEW1.3K shares0.00%2025-09-302025-10-30history
NVDA NVIDIA CORPORATION1.2K shares-14.38%2025-09-302025-10-30history
XRX XEROX HOLDINGS CORP11.3K sharesnew addition2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available