Socha Financial Group, LLC - Portfolio overview
Socha Financial Group, LLC has 24 reported holdings in this dataset, with the latest filing dated 2026-04-30.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- QQQ - INVESCO QQQ TR, 22.60%
- SPY - STATE STR SPDR S&P 500 ETF T, 21.18%
- FFLC - FIDELITY COVINGTON TRUST, 14.62%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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