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 $245.9M. In the most recent quarter, they have increased their positions in GRNY (+59.7K shares, valued at $1.7M), N/A (+1.8K shares, valued at $1.3M), FFLC (+21.8K shares, valued at $1.3M); decreased their positions in GLW (-6.5K shares, valued at $1.6M), CAPE (-4.6K shares, valued at $147.9K), TECL (-333 shares, valued at $76.8K).

1M P&L

-5.1M-2.62%

3M P&L

+6.3M+3.44%

HY P&L

+11.5M+6.52%

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/A185.9M

95.8%

2Electronic Components8.2M

4.2%

Top Industries by Stock Count

1N/A11 stocks

91.7%

2Electronic Components1 stocks

8.3%

Sponsored

CAPE DOUBLELINE ETF TRUST47.2K shares-8.80%2026-06-302026-08-06

TQQQ PROSHARES TR7.6K shares8.81%2026-06-302026-08-06

TECL DIREXION SHARES ETF TRUST2.7K shares-11.12%2026-06-302026-08-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F7.0K shares0.00%2026-06-302026-08-06

COWZ PACER FDS TR5.7K shares0.00%2026-06-302026-08-06

PSMO PACER FDS TR7.6K shares3.04%2026-06-302026-08-06

QQQ

INVESCO QQQ TR

0.38%

Shares80.8K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

2.62%

Shares68.7K

Event2026-06-30

Filed2026-08-06

FFLC

FIDELITY COVINGTON TRUST

3.73%

Shares607.9K

Event2026-06-30

Filed2026-08-06

GRNY

TIDAL TRUST I

4.97%

Shares1.3M

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

1.29%

Shares142.1K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

0.46%

Shares764.1K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

-16.68%

Shares32.3K

Event2026-06-30

Filed2026-08-06

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares14.4K

Event2026-06-30

Filed2026-08-06

CAPE

DOUBLELINE ETF TRUST

-8.80%

Shares47.2K

Event2026-06-30

Filed2026-08-06

TQQQ

PROSHARES TR

8.81%

Shares7.6K

Event2026-06-30

Filed2026-08-06

TECL

DIREXION SHARES ETF TRUST

-11.12%

Shares2.7K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-06

PSMO

PACER FDS TR

3.04%

Shares7.6K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available