Sanchez Wealth Management Group

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

  • Top 5 stock holdings are USFR, JHML, IWF, QQQ, SPYV, and represent 53.81% of Sanchez Wealth Management Group's stock portfolio.
  • Added to shares of these 10 stocks: USFR (+$24M), RDVY (+$7.5M), DGRW (+$5.7M), SPYG, XOM, QQQ, LPLA, PGX, IVV, SPY.
  • Started 2 new stock positions in USFR, XOM.
  • Reduced shares in these 10 stocks: QUAL (-$20M), SRLN (-$11M), , JHML, , SPYV, IWF, NOBL, DGRO, MTUM.
  • Sold out of its positions in QUAL, GLD, CWI, SRLN.
  • Sanchez Wealth Management Group was a net seller of stock by $-9.8M.
  • Sanchez Wealth Management Group has $183M in assets under management (AUM), dropping by -8.93%.
  • Central Index Key (CIK): 0001697740

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Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 31 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 13.1 $24M NEW 477k 50.28
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 11.7 $22M -10% 474k 45.43
Ishares Tr Rus 1000 Grw Etf (IWF) 10.4 $19M -2% 91k 210.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.3 $17M 64k 267.26
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 9.3 $17M -6% 492k 34.49
Ishares Tr Core S&p500 Etf (IVV) 8.1 $15M 42k 358.64
First Tr Exchange-traded Risng Divd Achiv (RDVY) 6.4 $12M +177% 303k 38.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.9 $11M 30k 357.19
Ishares Tr Msci Usa Mmentm (MTUM) 5.0 $9.1M 70k 131.17
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.5 $8.2M +230% 153k 53.91
Proshares Tr S&p 500 Dv Arist (NOBL) 3.9 $7.2M -4% 90k 79.96
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.5 $6.4M 151k 42.60
Ishares Tr Core Div Grwth (DGRO) 2.7 $4.9M -2% 110k 44.47
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $2.1M +42% 42k 50.10
Bio-techne Corporation (TECH) 0.9 $1.6M 5.6k 284.02
CSX Corporation (CSX) 0.6 $1.2M 44k 26.63
Apple (AAPL) 0.5 $993k 7.2k 138.20
Abbott Laboratories (ABT) 0.4 $813k 8.4k 96.71
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $724k -10% 17k 41.99
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $538k +2% 45k 11.89
Bristol Myers Squibb (BMY) 0.3 $490k 6.9k 71.08
Hershey Company (HSY) 0.2 $419k 1.9k 220.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $351k 5.3k 66.53
Lpl Financial Holdings (LPLA) 0.2 $343k +4% 1.6k 218.33
Boeing Company (BA) 0.2 $315k 2.6k 120.92
Johnson & Johnson (JNJ) 0.2 $295k 1.8k 163.62
Automatic Data Processing (ADP) 0.2 $280k 1.2k 226.35
Caterpillar (CAT) 0.1 $262k 1.6k 163.95
Exxon Mobil Corporation (XOM) 0.1 $224k NEW 2.6k 87.50
Union Pacific Corporation (UNP) 0.1 $214k 1.1k 194.37
Microsoft Corporation (MSFT) 0.1 $210k 900.00 233.33

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