SOCHA FINANCIAL GROUP, LLC

PrivateCIK: 1967966
Location

CORNING, NY

14
Positions
$197.15M
Total AUM (reported)
2.97M
Total Shares

Allocation by class

TOTAL AUM$197.15M14 positions
UNIT SER 1$46.47M23.6%
TR UNIT$43.55M22.1%
FUNDAMENTAL LARG$30.06M15.2%
FUNDSTRAT GRANNY$28.67M14.5%
US BRD MKT ETF$19.09M9.7%
STATE STREET TEC$18.64M9.5%
COM$5.26M2.7%

Portfolio Concentration

Top 360.9%4–1038.5%11–250.6%TOP 1099.4%0%100%
Top 3$120.08M60.9%
4–10$75.94M38.5%
11–25$1.13M0.6%

Top 3 weight

60.9%

Top 10 weight

99.4%

Voting Authority Distribution

Total shares with voting rights: 2.97M

Sole

Full voting authority

2.97M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares80.51K
TypeSH
Market value$46.47M
23.57%
Sole
80.51K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares66.97K
TypeSH
Market value$43.55M
22.09%
Sole
66.97K
Shared
0.00
None
0.00

FIDELITY COVINGTON TRUST

SOLE
FUNDAMENTAL LARG
Shares586.10K
TypeSH
Market value$30.06M
15.25%
Sole
586.10K
Shared
0.00
None
0.00

TIDAL TRUST I

SOLE
FUNDSTRAT GRANNY
Shares1.20M
TypeSH
Market value$28.67M
14.54%
Sole
1.20M
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US BRD MKT ETF
Shares760.52K
TypeSH
Market value$19.09M
9.68%
Sole
760.52K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares140.28K
TypeSH
Market value$18.64M
9.46%
Sole
140.28K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares38.72K
TypeSH
Market value$5.26M
2.67%
Sole
38.72K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
TECH ALPHADEX
Shares14.41K
TypeSH
Market value$2.29M
1.16%
Sole
14.41K
Shared
0.00
None
0.00

DOUBLELINE ETF TRUST

SOLE
SHILLER CAPE U S
Shares51.80K
TypeSH
Market value$1.60M
0.81%
Sole
51.80K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
NASDAQ EQT PREM
Shares6.97K
TypeSH
Market value$387.0K
0.20%
Sole
6.97K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
US CASH COWS 100
Shares5.71K
TypeSH
Market value$357.5K
0.18%
Sole
5.71K
Shared
0.00
None
0.00

PROSHARES TR

SOLE
ULTRAPRO QQQ
Shares7.01K
TypeSH
Market value$292.0K
0.15%
Sole
7.01K
Shared
0.00
None
0.00

DIREXION SHARES ETF TRUST

SOLE
DAILY TECHNOLOGY
Shares2.99K
TypeSH
Market value$259.1K
0.13%
Sole
2.99K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
SWAN SOS MODRTE
Shares7.41K
TypeSH
Market value$223.6K
0.11%
Sole
7.41K
Shared
0.00
None
0.00