Sanchez Wealth Management Group

Sanchez Wealth Management Group as of March 31, 2023

Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 35 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 16.6 $38M 751k 50.27
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 10.7 $24M 470k 51.79
Ishares Tr Rus 1000 Grw Etf (IWF) 9.6 $22M 90k 244.33
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.8 $20M 491k 40.72
Ishares Tr Core S&p500 Etf (IVV) 7.5 $17M 41k 411.07
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 7.0 $16M 353k 45.06
First Tr Exchange-traded Risng Divd Achiv (RDVY) 6.0 $14M 306k 44.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.6 $13M 31k 409.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $10M 32k 320.93
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.2 $9.6M 154k 62.34
Ishares Tr Msci Usa Mmentm (MTUM) 4.2 $9.5M 69k 139.04
Proshares Tr S&p 500 Dv Arist (NOBL) 3.7 $8.3M 91k 91.24
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.1 $7.1M 148k 47.88
Ishares Tr Core Div Grwth (DGRO) 2.4 $5.4M 109k 49.99
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $2.5M 45k 55.36
Bio-techne Corporation (TECH) 0.7 $1.7M 22k 74.19
CSX Corporation (CSX) 0.6 $1.4M 47k 29.94
Apple (AAPL) 0.5 $1.2M 7.2k 164.90
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $865k 18k 48.15
Abbott Laboratories (ABT) 0.4 $859k 8.5k 101.26
Boeing Company (BA) 0.2 $553k 2.6k 212.43
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $510k 44k 11.48
Bristol Myers Squibb (BMY) 0.2 $478k 6.9k 69.31
Hershey Company (HSY) 0.2 $458k 1.8k 254.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $386k 5.3k 73.17
Caterpillar (CAT) 0.2 $369k 1.6k 228.82
NVIDIA Corporation (NVDA) 0.1 $321k 1.2k 277.72
Lpl Financial Holdings (LPLA) 0.1 $319k 1.6k 202.45
Johnson & Johnson (JNJ) 0.1 $282k 1.8k 155.00
Exxon Mobil Corporation (XOM) 0.1 $281k 2.6k 109.66
Automatic Data Processing (ADP) 0.1 $278k 1.2k 222.68
Microsoft Corporation (MSFT) 0.1 $260k 902.00 288.23
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $243k 55k 4.44
JPMorgan Chase & Co. (JPM) 0.1 $237k 1.8k 130.34
Union Pacific Corporation (UNP) 0.1 $222k 1.1k 201.21