Socha Financial Group, LLC Top Holdings and 13F Report (2025) About Socha Financial Group, LLCInvestment ActivitySocha Financial Group, LLC has $224.59 million in total holdings as of June 30, 2025.Socha Financial Group, LLC owns shares of 24 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 29.99% of the portfolio was purchased this quarter.About 33.44% of the portfolio was sold this quarter.This quarter, Socha Financial Group, LLC has purchased 21 new stocks and bought additional shares in 5 stocks.Socha Financial Group, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $63,741,113Invesco QQQ $56,615,568Fidelity Fundamental Large Cap Core ETF $46,139,280Schwab US Broad Market ETF $22,197,348Technology Select Sector SPDR Fund $15,996,779 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $63,741,113 Holding74347X831 - ProShares UltraPro QQQ $312,412 Holding808524201 - Schwab US Large-Cap ETF $227,341 Holding67066G104 - NVIDIA $219,786 Holding25459W102 - Direxion Daily Technology Bull 3X Shares $217,574 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 103,166 shares (about $63.74M)Invesco QQQ 4,689 shares (about $2.59M)ProShares UltraPro QQQ 3,764 shares (about $312.41K)Schwab US Large-Cap ETF 9,302 shares (about $227.34K)NVIDIA 1,391 shares (about $219.79K) Largest Sales this Quarter Schwab US Broad Market ETF 2,271,625 shares (about $54.13M)Fidelity Fundamental Large Cap Core ETF 232,203 shares (about $11.35M)Technology Select Sector SPDR Fund 13,814 shares (about $3.50M)JPMorgan Nasdaq Equity Premium Income ETF 32,978 shares (about $1.79M)ROUNDHILL ETF TRUST 17,285 shares (about $739.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSocha Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$63,741,113$63,741,113 ▲New Holding103,16628.4%FinanceQQQInvesco QQQ$56,615,568$2,586,649 ▲4.8%102,63125.2%FinanceFMILFidelity Fundamental Large Cap Core ETF$46,139,280$11,345,439 ▼-19.7%944,31620.5%ETFSCHBSchwab US Broad Market ETF$22,197,348$54,132,797 ▼-70.9%931,4889.9%ETFXLKTechnology Select Sector SPDR Fund$15,996,779$3,498,116 ▼-17.9%63,1717.1%ETFIBMInternational Business Machines$6,039,453$5,896 ▲0.1%20,4882.7%Computer and TechnologyGLWCorning$3,147,364$1,052 ▼0.0%59,8471.4%Computer and TechnologyCAPEShiller CAPE U.S. Equities ETF$3,083,502$522,066 ▼-14.5%96,9351.4%FinanceFXLFirst Trust Technology AlphaDEX Fund$2,579,406$351,222 ▼-12.0%16,3921.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$724,608$1,794,003 ▼-71.2%13,3200.3%ETFTAT&T$558,091$2,634 ▲0.5%19,2840.2%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$532,211$619,930 ▼-53.8%9,6590.2%ETFVZVerizon Communications$386,218$21,158 ▼-5.2%8,9260.2%Computer and TechnologyKOCocaCola$319,292$52,567 ▲19.7%4,5130.1%Consumer StaplesAMZNAmazon.com$317,6770.0%1,4480.1%Retail/WholesaleTQQQProShares UltraPro QQQ$312,412$312,412 ▲New Holding3,7640.1%ETFCBUCommunity Financial System$309,9420.0%5,4500.1%FinanceAAPLApple$276,797$205 ▲0.1%1,3490.1%Computer and TechnologyRSPHInvesco S&P 500 Equal Weight Health Care ETF$234,024$268,690 ▼-53.4%8,0200.1%ETFSCHXSchwab US Large-Cap ETF$227,341$227,341 ▲New Holding9,3020.1%ETFNVDANVIDIA$219,786$219,786 ▲New Holding1,3910.1%Computer and TechnologyTECLDirexion Daily Technology Bull 3X Shares$217,574$217,574 ▲New Holding2,3250.1%ETFROUNDHILL ETF TRUST$214,806$739,626 ▼-77.5%5,0200.1%DAILY 2X LONG MASPGSimon Property Group$200,888$80,355 ▼-28.6%1,2500.1%FinanceNEARiShares Short Duration Bond Active ETF$0$1,529,000 ▼-100.0%00.0%ETFSTZConstellation Brands$0$210,212 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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