StockDriftsStockDriftsTop 14 Socha Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 23.57% | 80.5K | $46.5M | +0.82%(+651) | $365.11(+95.17%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 22.09% | 67.0K | $43.6M | +3.82%(+2.46K) | $586.82(+26.92%) | 2026-03-31 | |
| FFLC | FIDELITY COVINGTON TRUST | 15.25% | 586.1K | $30.1M | -1.23%(-7.31K) | $45.65(+28.35%) | 2026-03-31 | |
| GRNY | TIDAL TRUST I | 14.54% | 1.20M | $28.7M | +5.13%(+58.62K) | $24.84(+11.01%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 9.68% | 760.5K | $19.1M | -4.88%(-39.04K) | $18.08(+59.66%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 9.46% | 140.3K | $18.6M | +2.84%(+3.87K) | $116.80(+54.61%) | 2026-03-31 | |
| GLW | CORNING INC | 2.67% | 38.7K | $5.3M | -11.97%(-5.27K) | $39.81(+394.27%) | 2026-03-31 | |
| FXL | FIRST TR EXCHANGE-TRADED FD | 1.16% | 14.4K | $2.3M | -2.47%(-365) | $126.73(+61.87%) | 2026-03-31 | |
| CAPE | DOUBLELINE ETF TRUST | 0.81% | 51.8K | $1.6M | -13.12%(-7.83K) | $15261.06(-99.78%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 0.2% | 7.0K | $387K | -5.32%(-392) | $44.21(+34.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.52% | +58.19% |
| Top 20 Holdings Unweighted | +18.08% | +64.65% |
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