The Analysis of Socha Financial Group, LLC's Holdings & P&L

Currently, Socha Financial Group, LLC holds 14 types of securities in its portfolio with a total value $197.2M. In the most recent quarter, they have increased their positions in SPY (+2.5K shares, valued at $1.6M), GRNY (+58.6K shares, valued at $1.4M), XLK (+3.9K shares, valued at $514.1K); decreased their positions in SCHB (-39.0K shares, valued at $979.9K), GLW (-5.3K shares, valued at $716.0K), FFLC (-7.3K shares, valued at $374.8K).

1M P&L

+10.4M+6.16%

3M P&L

+20.0M+12.49%

HY P&L

+23.9M+15.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A145.4M

96.5%

2Electronic Components5.3M

3.5%

Top Industries by Stock Count

1N/A12 stocks

92.3%

2Electronic Components1 stocks

7.7%

Sponsored

CAPE DOUBLELINE ETF TRUST51.8K shares-13.12%2026-03-312026-04-30

JEPQ J P MORGAN EXCHANGE TRADED F7.0K shares-5.32%2026-03-312026-04-30

COWZ PACER FDS TR5.7K shares-4.53%2026-03-312026-04-30

TQQQ PROSHARES TR7.0K shares-0.51%2026-03-312026-04-30

TECL DIREXION SHARES ETF TRUST3.0K shares1.15%2026-03-312026-04-30

PSMO PACER FDS TR7.4K shares4.57%2026-03-312026-04-30

INVESCO QQQ TR

0.82%

Shares80.5K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

3.82%

Shares67.0K

Event2026-03-31

Filed2026-04-30

FFLC

FIDELITY COVINGTON TRUST

-1.23%

Shares586.1K

Event2026-03-31

Filed2026-04-30

GRNY

TIDAL TRUST I

5.13%

Shares1.2M

Event2026-03-31

Filed2026-04-30

SCHB

SCHWAB STRATEGIC TR

-4.88%

Shares760.5K

Event2026-03-31

Filed2026-04-30

XLK

SELECT SECTOR SPDR TR

2.84%

Shares140.3K

Event2026-03-31

Filed2026-04-30

GLW

CORNING INC

-11.97%

Shares38.7K

Event2026-03-31

Filed2026-04-30

FXL

FIRST TR EXCHANGE-TRADED FD

-2.47%

Shares14.4K

Event2026-03-31

Filed2026-04-30

CAPE

DOUBLELINE ETF TRUST

-13.12%

Shares51.8K

Event2026-03-31

Filed2026-04-30

JEPQ

J P MORGAN EXCHANGE TRADED F

-5.32%

Shares7.0K

Event2026-03-31

Filed2026-04-30

COWZ

PACER FDS TR

-4.53%

Shares5.7K

Event2026-03-31

Filed2026-04-30

TQQQ

PROSHARES TR

-0.51%

Shares7.0K

Event2026-03-31

Filed2026-04-30

TECL

DIREXION SHARES ETF TRUST

1.15%

Shares3.0K

Event2026-03-31

Filed2026-04-30

PSMO

PACER FDS TR

4.57%

Shares7.4K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available