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, SPYV, JHML, IWF, IVV, and represent 46.15% of Sanchez Wealth Management Group's stock portfolio.
  • Added to shares of these 10 stocks: PYLD (+$17M), SDVY (+$13M), SPDW (+$7.1M), DGRW (+$5.9M), JHMM, QQQ, SPLG, ETN, PGX, SPY.
  • Started 4 new stock positions in SDVY, PYLD, ETN, SPDW.
  • Reduced shares in these 10 stocks: USFR (-$9.8M), RDVY (-$7.1M), FIXD (-$7.0M), DGRO (-$5.4M), JHML (-$5.1M), IWF, SPYV, FSCO, BNL, IVV.
  • Sold out of its positions in BNL, FSCO, DGRO.
  • Sanchez Wealth Management Group was a net buyer of stock by $4.5M.
  • Sanchez Wealth Management Group has $274M in assets under management (AUM), dropping by 10.69%.
  • Central Index Key (CIK): 0001697740

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Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 36 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 14.1 $39M -20% 769k 50.24
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.5 $23M -2% 499k 46.63
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John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 8.4 $23M -18% 394k 58.81
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Ishares Tr Rus 1000 Grw Etf (IWF) 8.1 $22M -18% 73k 303.17
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Ishares Tr Core S&p500 Etf (IVV) 7.1 $20M 41k 477.63
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.3 $17M +51% 247k 70.28
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Pimco Etf Tr Multisector Bd (PYLD) 6.1 $17M NEW 655k 25.66
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.8 $16M 33k 475.30
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $14M +5% 35k 409.51
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First Tr Exchange-traded Smid Risng Etf (SDVY) 4.7 $13M NEW 391k 32.77
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Ishares Tr Msci Usa Mmentm (MTUM) 4.0 $11M 70k 156.89
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.4 $9.3M -43% 180k 51.67
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 3.3 $9.1M -43% 205k 44.60
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Proshares Tr S&p 500 Dv Arist (NOBL) 3.3 $9.0M 95k 95.20
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John Hancock Exchange Traded Multifactor Mi (JHMM) 3.3 $9.0M +12% 171k 52.66
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.6 $7.1M NEW 208k 34.01
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.4 $3.8M +2% 58k 65.06
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Bio-techne Corporation (TECH) 0.6 $1.7M 22k 77.16
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CSX Corporation (CSX) 0.6 $1.6M 47k 34.67
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Apple (AAPL) 0.5 $1.4M -2% 7.2k 192.53
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.3M +26% 23k 55.90
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Abbott Laboratories (ABT) 0.3 $948k 8.6k 110.08
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $685k +19% 60k 11.47
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Boeing Company (BA) 0.2 $633k 2.4k 260.66
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NVIDIA Corporation (NVDA) 0.2 $572k 1.2k 495.22
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Caterpillar (CAT) 0.2 $456k 1.5k 295.73
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $402k 5.3k 76.14
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Lpl Financial Holdings (LPLA) 0.1 $374k +4% 1.6k 227.62
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Bristol Myers Squibb (BMY) 0.1 $362k 7.0k 51.31
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Microsoft Corporation (MSFT) 0.1 $340k -9% 904.00 376.12
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Hershey Company (HSY) 0.1 $335k 1.8k 186.45
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JPMorgan Chase & Co. (JPM) 0.1 $309k 1.8k 170.07
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Automatic Data Processing (ADP) 0.1 $296k 1.3k 233.00
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Johnson & Johnson Com' (JNJ) 0.1 $278k -5% 1.8k 156.74
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Union Pacific Corporation (UNP) 0.1 $240k -12% 978.00 245.56
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Eaton Corp SHS (ETN) 0.1 $222k NEW 920.00 240.82
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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

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