Sanchez Wealth Management Group as of Sept. 30, 2019
Portfolio Holdings for Sanchez Wealth Management Group
Sanchez Wealth Management Group holds 22 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth Index (IWF) | 19.5 | $24M | 148k | 159.62 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 12.0 | $15M | 158k | 92.40 | |
| iShares S&P 500 Index (IVV) | 11.8 | $14M | 48k | 298.52 | |
| John Hancock Exchange Traded multifactor la (JHML) | 9.2 | $11M | 289k | 38.43 | |
| Ishares Tr msci usavalfct (VLUE) | 8.8 | $11M | 130k | 82.04 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 8.0 | $9.7M | 90k | 108.08 | |
| iShares Russell 1000 Value Index (IWD) | 7.8 | $9.5M | 74k | 128.25 | |
| Ishares Tr usa min vo (USMV) | 7.8 | $9.5M | 148k | 64.10 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 5.9 | $7.1M | 60k | 119.25 | |
| John Hancock Exchange Traded multifactor mi (JHMM) | 3.6 | $4.4M | 118k | 36.82 | |
| Bio-techne Corporation (TECH) | 1.2 | $1.4M | 7.2k | 195.68 | |
| CSX Corporation (CSX) | 0.9 | $1.1M | 15k | 69.27 | |
| Celgene Corporation | 0.7 | $795k | 8.0k | 99.34 | |
| Pgx etf (PGX) | 0.6 | $689k | 46k | 15.02 | |
| Abbott Laboratories (ABT) | 0.6 | $674k | 8.1k | 83.70 | |
| Ishares High Dividend Equity F (HDV) | 0.6 | $675k | 7.2k | 94.16 | |
| Apple (AAPL) | 0.3 | $318k | 1.4k | 223.94 | |
| Hershey Company (HSY) | 0.3 | $314k | 2.0k | 154.91 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $289k | 5.3k | 54.78 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $244k | 822.00 | 296.84 | |
| Genesee & Wyoming | 0.2 | $246k | 2.2k | 110.31 | |
| Johnson & Johnson (JNJ) | 0.2 | $208k | 1.6k | 129.11 |
