Sanchez Wealth Management Group

Sanchez Wealth Management Group as of Dec. 31, 2022

Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 34 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 11.9 $24M 481k 50.27
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 11.4 $23M 472k 49.25
Ishares Tr Rus 1000 Grw Etf (IWF) 9.5 $19M 90k 214.24
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 9.4 $19M 493k 38.89
Ishares Tr Core S&p500 Etf (IVV) 7.8 $16M 42k 384.20
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 7.5 $15M 350k 43.92
First Tr Exchange-traded Risng Divd Achiv (RDVY) 6.6 $14M 308k 43.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.8 $12M 31k 382.43
Ishares Tr Msci Usa Mmentm (MTUM) 4.9 $10M 69k 145.93
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.5 $9.3M 154k 60.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.2 $8.6M 32k 266.28
Proshares Tr S&p 500 Dv Arist (NOBL) 4.0 $8.2M 92k 89.99
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.4 $6.9M 148k 46.54
Ishares Tr Core Div Grwth (DGRO) 2.7 $5.5M 110k 50.00
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $2.2M 43k 50.67
Bio-techne Corporation (TECH) 0.9 $1.9M 23k 82.88
CSX Corporation (CSX) 0.7 $1.5M 47k 30.98
Apple (AAPL) 0.5 $935k 7.2k 129.94
Abbott Laboratories (ABT) 0.5 $927k 8.4k 109.79
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $799k 18k 44.98
Boeing Company (BA) 0.2 $496k 2.6k 190.49
Bristol Myers Squibb (BMY) 0.2 $496k 6.9k 71.95
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $482k 43k 11.18
Hershey Company (HSY) 0.2 $417k 1.8k 231.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $399k 5.3k 75.55
Caterpillar (CAT) 0.2 $385k 1.6k 239.57
Lpl Financial Holdings (LPLA) 0.2 $340k 1.6k 216.17
Johnson & Johnson (JNJ) 0.2 $320k 1.8k 176.63
Automatic Data Processing (ADP) 0.1 $297k 1.2k 238.83
Exxon Mobil Corporation (XOM) 0.1 $282k 2.6k 110.30
JPMorgan Chase & Co. (JPM) 0.1 $243k 1.8k 134.10
Union Pacific Corporation (UNP) 0.1 $228k 1.1k 207.02
Microsoft Corporation (MSFT) 0.1 $216k 901.00 239.82
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $127k 27k 4.71