Sanchez Wealth Management Group as of March 31, 2020
Portfolio Holdings for Sanchez Wealth Management Group
Sanchez Wealth Management Group holds 20 positions in its portfolio as reported in the March 2020 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 | 137k | 150.65 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 17.1 | $19M | 232k | 81.04 | |
| John Hancock Exchange Traded multifactor la (JHML) | 13.7 | $15M | 470k | 32.08 | |
| Invesco Qqq Trust Series 1 (QQQ) | 13.4 | $15M | 78k | 190.39 | |
| iShares S&P 500 Index (IVV) | 10.2 | $11M | 43k | 258.39 | |
| Ishares Tr usa min vo (USMV) | 7.0 | $7.7M | 143k | 54.01 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 5.8 | $6.4M | 60k | 106.47 | |
| Ishares Tr core div grwth (DGRO) | 4.3 | $4.7M | 145k | 32.59 | |
| John Hancock Exchange Traded multifactor mi (JHMM) | 3.1 | $3.4M | 119k | 28.41 | |
| Spdr S&p 500 Etf (SPY) | 1.6 | $1.7M | 6.6k | 257.71 | |
| Bio-techne Corporation (TECH) | 1.2 | $1.4M | 7.1k | 189.56 | |
| CSX Corporation (CSX) | 0.8 | $836k | 15k | 57.30 | |
| Abbott Laboratories (ABT) | 0.6 | $640k | 8.1k | 78.90 | |
| Pgx etf (PGX) | 0.6 | $625k | 48k | 13.15 | |
| Ishares High Dividend Equity F (HDV) | 0.5 | $524k | 7.3k | 71.53 | |
| Apple (AAPL) | 0.4 | $464k | 1.8k | 253.83 | |
| Bristol Myers Squibb (BMY) | 0.4 | $458k | 8.2k | 55.72 | |
| Hershey Company (HSY) | 0.2 | $268k | 2.0k | 132.22 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $237k | 5.3k | 44.92 | |
| Johnson & Johnson (JNJ) | 0.2 | $235k | 1.8k | 130.99 |
