Sanchez Wealth Management Group as of Sept. 30, 2018
Portfolio Holdings for Sanchez Wealth Management Group
Sanchez Wealth Management Group holds 22 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth Index (IWF) | 23.1 | $23M | 144k | 156.36 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 15.7 | $15M | 128k | 119.62 | |
| iShares Russell 1000 Value Index (IWD) | 13.4 | $13M | 103k | 127.03 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 12.9 | $13M | 118k | 106.81 | |
| John Hancock Exchange Traded multifactor la (JHML) | 8.1 | $7.9M | 209k | 37.62 | |
| Ishares Tr core div grwth (DGRO) | 6.7 | $6.5M | 175k | 37.18 | |
| Ishares High Dividend Equity F (HDV) | 5.1 | $5.0M | 55k | 91.03 | |
| John Hancock Exchange Traded multifactor mi (JHMM) | 3.6 | $3.5M | 97k | 36.38 | |
| First Trust Large Cap GO Alpha Fnd (FTC) | 3.2 | $3.1M | 44k | 70.59 | |
| Bio-techne Corporation (TECH) | 1.6 | $1.5M | 7.4k | 203.86 | |
| Genesee & Wyoming | 1.5 | $1.4M | 15k | 92.56 | |
| CSX Corporation (CSX) | 1.3 | $1.3M | 17k | 75.05 | |
| Ishares Tr usa min vo (USMV) | 0.8 | $777k | 14k | 57.01 | |
| Abbott Laboratories (ABT) | 0.6 | $588k | 7.9k | 74.14 | |
| Johnson & Johnson (JNJ) | 0.6 | $533k | 3.8k | 139.57 | |
| First Trust Iv Enhanced Short (FTSM) | 0.5 | $469k | 7.8k | 59.98 | |
| Apple (AAPL) | 0.3 | $304k | 1.3k | 227.37 | |
| Celgene Corporation | 0.3 | $270k | 3.0k | 90.00 | |
| Bank of America Corporation (BAC) | 0.3 | $263k | 8.9k | 29.63 | |
| Caterpillar (CAT) | 0.2 | $242k | 1.6k | 152.30 | |
| Hershey Company (HSY) | 0.2 | $206k | 2.0k | 101.63 | |
| Union Pacific Corporation (UNP) | 0.2 | $200k | 1.2k | 164.07 |
