Sanchez Wealth Management Group

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

  • Top 5 stock holdings are IWF, QUAL, JHML, QQQ, IVV, and represent 73.12% of Sanchez Wealth Management Group's stock portfolio.
  • Added to shares of these 10 stocks: QQQ (+$14.77M), SPY, AAPL, DGRO, USMV, QUAL, JNJ, PGX, MTUM, HDV.
  • Started 1 new stock positions in QQQ.
  • Reduced shares in these 10 stocks: RSP (-$10.59M), IWD (-$10.36M), IVV, CAT, UNP, CSX, JHMM, JHML, IWF, TECH.
  • Sold out of its positions in CAT, RSP, IWD, UNP.
  • Sanchez Wealth Management Group was a net seller of stock by $6.04M.
  • Sanchez Wealth Management Group has $109.99M in assets under management (AUM), dropping by -20.31%.

Portfolio Holdings for Sanchez Wealth Management Group

Companies in the Sanchez Wealth Management Group portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Russell 1000 Growth Index (IWF) 18.76 136.98k 150.65
Ishares Msci Usa Quality Facto invalid (QUAL) 17.05 231.46k 81.04
John Hancock Exchange Traded multifactor la (JHML) 13.71 469.91k 32.08
Invesco Qqq Trust Series 1 (QQQ) 13.43 77.57k NEW 190.39
iShares S&P 500 Index (IVV) 10.17 43.30k -7% 258.39
Ishares Tr usa min vo (USMV) 7.00 142.53k 54.01
Ishares Tr Msci Usa Momentum Factor (MTUM) 5.83 60.19k 106.47
Ishares Tr core div grwth (DGRO) 4.29 144.81k 32.59
John Hancock Exchange Traded multifactor mi (JHMM) 3.08 119.19k 28.41
SPDR S&P 500 ETF (SPY) 1.56 6.65k +226% 257.71
Bio-techne Corporation (TECH) 1.23 7.14k 189.56
CSX Corporation (CSX) 0.76 14.59k -5% 57.30
Abbott Laboratories (ABT) 0.58 8.11k 78.90
Pgx etf (PGX) 0.57 47.52k +2% 13.15
Ishares High Dividend Equity F (HDV) 0.48 7.33k +2% 71.53
Apple (AAPL) 0.42 1.83k +28% 253.83
Bristol Myers Squibb (BMY) 0.42 8.22k +2% 55.72
Hershey Company (HSY) 0.24 2.03k 132.22
Schwab Strategic Tr us dividend eq (SCHD) 0.22 5.28k 44.92
Johnson & Johnson (JNJ) 0.21 1.79k +10% 130.99

Past Filings by Sanchez Wealth Management Group

View past SEC 13F filings by Sanchez Wealth Management Group

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