Sanchez Wealth Management Group as of March 31, 2019
Portfolio Holdings for Sanchez Wealth Management Group
Sanchez Wealth Management Group holds 25 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
iShares Russell 1000 Growth Index (IWF) | 18.8 | $21M | 139k | 151.36 | |
iShares S&P 500 Index (IVV) | 11.1 | $12M | 44k | 284.56 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 10.8 | $12M | 136k | 88.55 | |
John Hancock Exchange Traded multifactor la (JHML) | 8.0 | $8.9M | 244k | 36.46 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 7.8 | $8.7M | 83k | 104.44 | |
Ishares Tr msci usavalfct (VLUE) | 7.8 | $8.7M | 109k | 79.86 | |
iShares Russell 1000 Value Index (IWD) | 7.7 | $8.6M | 70k | 123.49 | |
Ishares Tr usa min vo (USMV) | 7.5 | $8.4M | 143k | 58.80 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 5.3 | $5.9M | 53k | 112.17 | |
First Trust Iv Enhanced Short (FTSM) | 4.8 | $5.4M | 90k | 59.98 | |
John Hancock Exchange Traded multifactor mi (JHMM) | 3.2 | $3.6M | 102k | 35.14 | |
Bio-techne Corporation (TECH) | 1.3 | $1.5M | 7.4k | 198.49 | |
Genesee & Wyoming | 1.2 | $1.3M | 15k | 87.12 | |
CSX Corporation (CSX) | 1.2 | $1.3M | 17k | 74.81 | |
Celgene Corporation | 0.7 | $755k | 8.0k | 94.34 | |
Abbott Laboratories (ABT) | 0.6 | $640k | 8.0k | 79.93 | |
Ishares High Dividend Equity F (HDV) | 0.5 | $600k | 6.4k | 93.30 | |
Pgx etf (PGX) | 0.5 | $594k | 41k | 14.50 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $276k | 5.3k | 52.31 | |
Apple (AAPL) | 0.2 | $268k | 1.4k | 190.07 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $230k | 813.00 | 282.90 | |
Hershey Company (HSY) | 0.2 | $233k | 2.0k | 114.95 | |
Caterpillar (CAT) | 0.2 | $219k | 1.6k | 135.35 | |
Johnson & Johnson (JNJ) | 0.2 | $222k | 1.6k | 139.71 | |
Union Pacific Corporation (UNP) | 0.2 | $205k | 1.2k | 166.80 |