Socha Financial Group, LLC
- SEC CIK
- 0001967966
- Latest filing
- Aug 5, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Mar 20, 2023. Long positions only.
- Positions
- 17
- No filing for Q3 2021
- Portfolio value
- $131.7M
- No filing for Q3 2021
Socha Financial Group, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 437,907 | $49.5M | 37.6% | – | – | – |
| Barclays Bank PLC06742A669 | IPATH SHILR CAPE | 2,002,382 | $45.6M | 34.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 53,634 | $21.3M | 16.2% | – | – | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 36,055 | $4.76M | 3.6% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 131,627 | $3.53M | 2.7% | – | – | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 8,146 | $2.61M | 2.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 13,618 | $934.6K | 0.7% | – | – | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 2,989 | $497.2K | 0.4% | – | – | – |
| CBUCommunity Financial System, Inc. | COM | 5,450 | $405.9K | 0.3% | – | – | History |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,750 | $402.5K | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 16,204 | $398.6K | 0.3% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 1,872 | $390.3K | 0.3% | – | – | History |
| SKTTanger Inc. | COM | 17,853 | $344.2K | 0.3% | – | – | History |
| AAPLApple Inc. | Stock | 1,875 | $332.9K | 0.3% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 1,090 | $273.6K | 0.2% | – | – | History |
| GLWCorning Inc | COM | 6,372 | $237.2K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 60 | $200.1K | 0.2% | – | – | History |