Sanchez Wealth Management Group

Sanchez Wealth Management Group as of March 31, 2021

Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 31 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 15.0 $29M 121k 243.04
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 13.3 $26M 514k 50.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 13.2 $26M 81k 319.13
Ishares Tr Msci Usa Qlt Fct (QUAL) 10.7 $21M 173k 121.78
Ishares Tr Core S&p500 Etf (IVV) 8.3 $16M 41k 397.81
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.7 $13M 348k 37.90
Ishares Tr Msci Usa Mmentm (MTUM) 5.1 $9.9M 62k 160.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.9 $9.7M 24k 396.34
Ssga Active Etf Tr Blackstone Senr (SRLN) 4.7 $9.2M 201k 45.74
Proshares Tr S&p 500 Dv Arist (NOBL) 4.0 $7.8M 91k 86.26
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.4 $6.8M 138k 49.13
Ishares Tr Core Div Grwth (DGRO) 2.8 $5.6M 116k 48.27
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.2 $2.4M 43k 57.19
Bio-techne Corporation (TECH) 1.2 $2.4M 6.3k 381.94
CSX Corporation (CSX) 0.7 $1.4M 15k 96.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $1.3M 29k 46.60
Abbott Laboratories (ABT) 0.5 $1.0M 8.3k 119.79
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $891k 16k 56.40
Apple (AAPL) 0.4 $864k 7.1k 122.15
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $784k 52k 15.01
Boeing Company (BA) 0.3 $664k 2.6k 254.89
Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $596k 10k 59.08
Bristol Myers Squibb (BMY) 0.3 $595k 9.4k 63.16
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $524k 18k 28.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $385k 5.3k 72.97
Caterpillar (CAT) 0.2 $359k 1.5k 232.06
Hershey Company (HSY) 0.2 $321k 2.0k 158.36
Johnson & Johnson (JNJ) 0.2 $307k 1.9k 164.61
Union Pacific Corporation (UNP) 0.1 $243k 1.1k 220.71
Microsoft Corporation (MSFT) 0.1 $211k 897.00 235.23
Lpl Financial Holdings (LPLA) 0.1 $202k 1.4k 142.25