Sanchez Wealth Management Group

Sanchez Wealth Management Group as of June 30, 2023

Portfolio Holdings for Sanchez Wealth Management Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 17.1 $42M 839k 50.32
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 10.5 $26M 474k 54.89
Ishares Tr Rus 1000 Grw Etf (IWF) 10.0 $25M 90k 275.18
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.8 $22M 501k 43.20
Ishares Tr Core S&p500 Etf (IVV) 7.4 $18M 41k 445.71
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 6.4 $16M 358k 44.17
First Tr Exchange-traded Risng Divd Achiv (RDVY) 6.0 $15M 313k 47.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.7 $14M 32k 443.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.9 $12M 33k 369.42
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.3 $11M 158k 66.66
Ishares Tr Msci Usa Mmentm (MTUM) 4.0 $10M 69k 144.25
Proshares Tr S&p 500 Dv Arist (NOBL) 3.5 $8.7M 92k 94.28
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.0 $7.4M 150k 49.69
Ishares Tr Core Div Grwth (DGRO) 2.3 $5.6M 109k 51.53
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.2 $3.0M 48k 61.01
Bio-techne Corporation (TECH) 0.7 $1.8M 22k 81.63
CSX Corporation (CSX) 0.6 $1.6M 47k 34.10
Apple (AAPL) 0.6 $1.4M 7.2k 193.97
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $962k 19k 52.11
Abbott Laboratories (ABT) 0.4 $929k 8.5k 109.03
Boeing Company (BA) 0.2 $513k 2.4k 211.16
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $510k 45k 11.37
NVIDIA Corporation (NVDA) 0.2 $488k 1.2k 422.98
Hershey Company (HSY) 0.2 $449k 1.8k 249.71
Bristol Myers Squibb (BMY) 0.2 $441k 6.9k 63.95
Caterpillar (CAT) 0.2 $399k 1.6k 246.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $383k 5.3k 72.63
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $360k 76k 4.75
Lpl Financial Holdings (LPLA) 0.1 $343k 1.6k 217.40
Microsoft Corporation (MSFT) 0.1 $307k 902.00 340.68
Johnson & Johnson (JNJ) 0.1 $303k 1.8k 165.49
Automatic Data Processing (ADP) 0.1 $276k 1.3k 219.86
Exxon Mobil Corporation (XOM) 0.1 $275k 2.6k 107.25
JPMorgan Chase & Co. (JPM) 0.1 $264k 1.8k 145.44
Union Pacific Corporation (UNP) 0.1 $225k 1.1k 204.57