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
- Sanchez Wealth Management Group 2022 Q3 filed Oct. 13, 2022
- Sanchez Wealth Management Group 2022 Q2 filed July 13, 2022
- Sanchez Wealth Management Group 2022 Q1 filed April 19, 2022
- Sanchez Wealth Management Group 2021 Q4 filed Feb. 14, 2022
- Sanchez Wealth Management Group 2021 Q3 filed Oct. 19, 2021
- Sanchez Wealth Management Group 2021 Q2 filed Aug. 9, 2021
- Sanchez Wealth Management Group 2021 Q1 filed April 29, 2021
- Sanchez Wealth Management Group 2020 Q4 filed Feb. 1, 2021
- Sanchez Wealth Management Group 2020 Q3 filed Nov. 10, 2020
- Sanchez Wealth Management Group 2020 Q2 filed Aug. 12, 2020
- Sanchez Wealth Management Group 2020 Q1 filed May 15, 2020
- Sanchez Wealth Management Group 2019 Q4 filed Jan. 21, 2020
- Sanchez Wealth Management Group 2019 Q3 filed Nov. 8, 2019
- Sanchez Wealth Management Group 2019 Q2 filed July 31, 2019
- Sanchez Wealth Management Group 2019 Q1 filed May 6, 2019
- Sanchez Wealth Management Group 2018 Q4 filed Feb. 1, 2019