Sanchez Wealth Management Group as of Dec. 31, 2018
Portfolio Holdings for Sanchez Wealth Management Group
Sanchez Wealth Management Group holds 23 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth Index (IWF) | 19.8 | $18M | 137k | 130.91 | |
| iShares S&P 500 Index (IVV) | 11.3 | $10M | 41k | 251.61 | |
| John Hancock Exchange Traded multifactor la (JHML) | 8.6 | $7.7M | 242k | 32.05 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 8.4 | $7.6M | 99k | 76.76 | |
| iShares Russell 1000 Value Index (IWD) | 8.4 | $7.6M | 69k | 111.05 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 8.4 | $7.6M | 83k | 91.40 | |
| Ishares Tr usa min vo (USMV) | 7.9 | $7.2M | 137k | 52.40 | |
| First Trust Iv Enhanced Short (FTSM) | 5.9 | $5.3M | 89k | 59.85 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 5.8 | $5.3M | 53k | 100.22 | |
| Ishares Tr msci usavalfct (VLUE) | 4.8 | $4.4M | 60k | 72.57 | |
| John Hancock Exchange Traded multifactor mi (JHMM) | 3.3 | $3.0M | 100k | 30.44 | |
| Genesee & Wyoming | 1.3 | $1.1M | 15k | 74.04 | |
| Bio-techne Corporation (TECH) | 1.2 | $1.1M | 7.4k | 144.73 | |
| CSX Corporation (CSX) | 1.2 | $1.1M | 17k | 62.15 | |
| Ishares High Dividend Equity F (HDV) | 0.7 | $595k | 7.1k | 84.35 | |
| Abbott Laboratories (ABT) | 0.6 | $576k | 8.0k | 72.35 | |
| Pgx etf (PGX) | 0.6 | $549k | 41k | 13.48 | |
| Celgene Corporation | 0.6 | $512k | 8.0k | 64.05 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $277k | 1.1k | 250.23 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $248k | 5.3k | 47.01 | |
| Hershey Company (HSY) | 0.2 | $217k | 2.0k | 107.05 | |
| Apple (AAPL) | 0.2 | $212k | 1.3k | 157.97 | |
| Caterpillar (CAT) | 0.2 | $203k | 1.6k | 126.88 |
