Sanchez Wealth Management Group

Latest statistics and disclosures from Sanchez Wealth Management Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are JHML, IWF, SPY, DGRW, IVV, and represent 39.70% of Sanchez Wealth Management Group's stock portfolio.
  • Added to shares of these 10 stocks: HTRB (+$9.3M), JAAA (+$5.9M), MTUM, SPY, SPYG, JHML, PYLD, QQQ, COWZ, JQUA.
  • Started 3 new stock positions in HTRB, JAAA, EXAS.
  • Reduced shares in these 10 stocks: USFR (-$11M), FIXD (-$8.8M), SPDW, SDVY, CALF, DGRW, RDVY, IWF, PGX, SPYV.
  • Sold out of its position in FIXD.
  • Sanchez Wealth Management Group was a net buyer of stock by $3.4M.
  • Sanchez Wealth Management Group has $328M in assets under management (AUM), dropping by 6.33%.
  • Central Index Key (CIK): 0001697740

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Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 40 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 9.0 $30M +4% 425k 69.44
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Ishares Tr Rus 1000 Grw Etf (IWF) 8.3 $27M 72k 375.38
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.8 $26M +8% 45k 573.75
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.4 $24M 293k 83.21
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Ishares Tr Core S&p500 Etf (IVV) 7.2 $24M 41k 576.81
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.9 $19M +4% 333k 57.83
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Pimco Etf Tr Multisector Bd (PYLD) 5.8 $19M +5% 719k 26.65
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.6 $19M +5% 38k 488.07
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Ishares Tr Msci Usa Mmentm (MTUM) 5.5 $18M +19% 90k 202.76
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 4.7 $15M +4% 271k 56.57
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First Tr Exchange-traded Smid Risng Etf (SDVY) 3.9 $13M -8% 352k 36.38
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Wisdomtree Tr Floatng Rat Trea (USFR) 3.4 $11M -49% 224k 50.22
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John Hancock Exchange Traded Multifactor Mi (JHMM) 3.4 $11M 185k 60.20
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.1 $10M 174k 59.21
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Proshares Tr S&p 500 Dv Arist (NOBL) 3.1 $10M 94k 106.76
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.9 $9.5M -15% 252k 37.56
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.8 $9.3M NEW 267k 34.96
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.3 $7.6M +23% 91k 82.94
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.8 $5.9M NEW 116k 50.88
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Pacer Fds Tr Pacer Us Small (CALF) 1.7 $5.5M -4% 118k 46.52
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $2.1M +5% 32k 67.51
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Bio-techne Corporation (TECH) 0.5 $1.7M 21k 79.93
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Apple (AAPL) 0.5 $1.7M 7.3k 233.00
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CSX Corporation (CSX) 0.5 $1.5M 44k 34.53
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Abbott Laboratories (ABT) 0.3 $992k 8.7k 114.02
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NVIDIA Corporation (NVDA) 0.2 $785k 6.5k 121.45
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $684k 55k 12.35
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Caterpillar (CAT) 0.2 $610k 1.6k 391.03
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $503k 9.5k 52.86
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $446k 5.3k 84.54
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Microsoft Corporation (MSFT) 0.1 $399k 927.00 430.11
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Lpl Financial Holdings (LPLA) 0.1 $384k 1.7k 232.60
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JPMorgan Chase & Co. (JPM) 0.1 $368k 1.7k 210.91
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Automatic Data Processing (ADP) 0.1 $358k 1.3k 276.83
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Hershey Company (HSY) 0.1 $345k 1.8k 191.79
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Eaton Corp SHS (ETN) 0.1 $308k 928.00 331.51
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Johnson & Johnson (JNJ) 0.1 $283k +6% 1.7k 162.07
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Lockheed Martin Corporation (LMT) 0.1 $254k 434.00 584.82
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Union Pacific Corporation (UNP) 0.1 $241k 978.00 246.42
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EXACT Sciences Corporation (EXAS) 0.1 $211k NEW 3.1k 68.12
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Past Filings by Sanchez Wealth Management Group

SEC 13F filings are viewable for Sanchez Wealth Management Group going back to 2017

View all past filings