Sanchez Wealth Management Group as of March 31, 2018
Portfolio Holdings for Sanchez Wealth Management Group
Sanchez Wealth Management Group holds 24 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rydex S&P Equal Weight ETF | 19.6 | $19M | 200k | 97.30 | |
| iShares Russell 1000 Growth Index (IWF) | 19.1 | $19M | 143k | 132.80 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 13.0 | $13M | 125k | 102.58 | |
| iShares Russell 1000 Value Index (IWD) | 11.9 | $12M | 101k | 117.32 | |
| John Hancock Exchange Traded multifactor la (JHML) | 6.9 | $6.8M | 202k | 33.75 | |
| Claymore Exchange-trd Fd Tr guggenheim etf | 6.7 | $6.7M | 128k | 52.27 | |
| Ishares Tr core div grwth (DGRO) | 5.8 | $5.8M | 175k | 33.16 | |
| Ishares High Dividend Equity F (HDV) | 4.6 | $4.5M | 55k | 82.89 | |
| John Hancock Exchange Traded multifactor mi (JHMM) | 3.1 | $3.0M | 91k | 33.44 | |
| First Trust Large Cap GO Alpha Fnd (FTC) | 2.6 | $2.5M | 41k | 61.95 | |
| Genesee & Wyoming | 1.1 | $1.0M | 15k | 67.95 | |
| CSX Corporation (CSX) | 0.9 | $935k | 17k | 54.76 | |
| Bio-techne Corporation (TECH) | 0.8 | $764k | 5.3k | 144.86 | |
| Ishares Tr usa min vo (USMV) | 0.6 | $614k | 12k | 51.04 | |
| First Tr Exchange-traded Fd cmn (HYLS) | 0.6 | $604k | 13k | 47.58 | |
| Johnson & Johnson (JNJ) | 0.5 | $471k | 3.8k | 124.57 | |
| Abbott Laboratories (ABT) | 0.4 | $387k | 6.6k | 58.23 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $340k | 1.3k | 257.58 | |
| Caterpillar (CAT) | 0.3 | $324k | 2.3k | 143.68 | |
| Bank of America Corporation (BAC) | 0.3 | $258k | 8.8k | 29.32 | |
| Celgene Corporation | 0.3 | $261k | 3.0k | 87.00 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $251k | 5.2k | 47.96 | |
| Apple (AAPL) | 0.2 | $221k | 1.3k | 166.42 | |
| Citigroup (C) | 0.1 | $128k | 1.9k | 67.51 |
