Sanchez Wealth Management Group as of Dec. 31, 2019
Portfolio Holdings for Sanchez Wealth Management Group
Sanchez Wealth Management Group holds 23 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth Index (IWF) | 17.5 | $24M | 137k | 175.92 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 16.9 | $23M | 231k | 101.00 | |
| John Hancock Exchange Traded multifactor la (JHML) | 14.1 | $19M | 471k | 41.22 | |
| iShares S&P 500 Index (IVV) | 10.9 | $15M | 47k | 323.23 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 7.7 | $11M | 92k | 115.72 | |
| iShares Russell 1000 Value Index (IWD) | 7.5 | $10M | 76k | 136.48 | |
| Ishares Tr usa min vo (USMV) | 6.7 | $9.3M | 141k | 65.60 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 5.5 | $7.5M | 60k | 125.56 | |
| Ishares Tr core div grwth (DGRO) | 4.3 | $6.0M | 142k | 42.07 | |
| John Hancock Exchange Traded multifactor mi (JHMM) | 3.4 | $4.7M | 121k | 39.16 | |
| Bio-techne Corporation (TECH) | 1.1 | $1.6M | 7.2k | 219.49 | |
| CSX Corporation (CSX) | 0.8 | $1.1M | 15k | 72.35 | |
| Abbott Laboratories (ABT) | 0.5 | $702k | 8.1k | 86.86 | |
| Ishares High Dividend Equity F (HDV) | 0.5 | $700k | 7.1k | 98.11 | |
| Pgx etf (PGX) | 0.5 | $694k | 46k | 15.02 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $656k | 2.0k | 321.88 | |
| Bristol Myers Squibb (BMY) | 0.4 | $514k | 8.0k | 64.23 | |
| Apple (AAPL) | 0.3 | $418k | 1.4k | 293.54 | |
| Hershey Company (HSY) | 0.2 | $298k | 2.0k | 147.02 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $306k | 5.3k | 58.00 | |
| Johnson & Johnson (JNJ) | 0.2 | $237k | 1.6k | 146.21 | |
| Caterpillar (CAT) | 0.2 | $222k | 1.5k | 147.80 | |
| Union Pacific Corporation (UNP) | 0.1 | $201k | 1.1k | 180.92 |
