Sanchez Wealth Management Group as of June 30, 2019
Portfolio Holdings for Sanchez Wealth Management Group
Sanchez Wealth Management Group holds 24 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
iShares Russell 1000 Growth Index (IWF) | 19.1 | $22M | 141k | 157.34 | |
iShares S&P 500 Index (IVV) | 11.5 | $13M | 45k | 294.75 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 11.2 | $13M | 142k | 91.47 | |
Ishares Tr msci usavalfct (VLUE) | 9.7 | $11M | 139k | 81.19 | |
John Hancock Exchange Traded multifactor la (JHML) | 8.5 | $9.8M | 260k | 37.79 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 7.8 | $9.1M | 84k | 107.80 | |
iShares Russell 1000 Value Index (IWD) | 7.8 | $9.0M | 71k | 127.21 | |
Ishares Tr usa min vo (USMV) | 7.7 | $8.9M | 145k | 61.73 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 5.7 | $6.6M | 56k | 118.60 | |
John Hancock Exchange Traded multifactor mi (JHMM) | 3.4 | $3.9M | 108k | 36.50 | |
Genesee & Wyoming | 1.3 | $1.5M | 15k | 100.01 | |
Bio-techne Corporation (TECH) | 1.3 | $1.5M | 7.2k | 208.45 | |
CSX Corporation (CSX) | 1.2 | $1.3M | 17k | 77.37 | |
Celgene Corporation | 0.6 | $740k | 8.0k | 92.47 | |
Abbott Laboratories (ABT) | 0.6 | $675k | 8.0k | 84.12 | |
Ishares High Dividend Equity F (HDV) | 0.6 | $675k | 7.1k | 94.55 | |
Pgx etf (PGX) | 0.6 | $667k | 46k | 14.63 | |
Apple (AAPL) | 0.2 | $280k | 1.4k | 197.88 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $280k | 5.3k | 53.07 | |
Hershey Company (HSY) | 0.2 | $272k | 2.0k | 134.19 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $240k | 818.00 | 293.40 | |
Johnson & Johnson (JNJ) | 0.2 | $223k | 1.6k | 139.46 | |
Union Pacific Corporation (UNP) | 0.2 | $208k | 1.2k | 169.24 | |
Caterpillar (CAT) | 0.2 | $201k | 1.5k | 135.99 |