Sanchez Wealth Management Group

Sanchez Wealth Management Group as of Sept. 30, 2023

Portfolio Holdings for Sanchez Wealth Management Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 19.6 $49M 965k 50.32
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 10.3 $26M 480k 53.02
Ishares Tr Rus 1000 Grw Etf (IWF) 9.6 $24M 89k 265.99
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.5 $21M 510k 41.26
Ishares Tr Core S&p500 Etf (IVV) 7.1 $18M 41k 429.43
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 6.1 $15M 361k 42.05
First Tr Exchange-traded Risng Divd Achiv (RDVY) 5.9 $15M 316k 45.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.7 $14M 33k 427.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $12M 33k 358.26
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.2 $10M 163k 63.49
Ishares Tr Msci Usa Mmentm (MTUM) 4.0 $9.8M 71k 139.70
Proshares Tr S&p 500 Dv Arist (NOBL) 3.4 $8.3M 94k 88.55
John Hancock Exchange Traded Multifactor Mi (JHMM) 2.9 $7.2M 152k 47.32
Ishares Tr Core Div Grwth (DGRO) 2.2 $5.4M 108k 49.53
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.4 $3.4M 57k 59.28
Bio-techne Corporation (TECH) 0.6 $1.5M 22k 68.07
CSX Corporation (CSX) 0.6 $1.4M 47k 30.75
Apple (AAPL) 0.5 $1.3M 7.4k 171.22
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $930k 19k 50.26
Abbott Laboratories (ABT) 0.3 $830k 8.6k 96.85
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $546k 50k 10.95
NVIDIA Corporation (NVDA) 0.2 $502k 1.2k 434.99
Boeing Company (BA) 0.2 $466k 2.4k 191.68
Fs Credit Opportunities Corp Common Stock (FSCO) 0.2 $420k 78k 5.42
Caterpillar (CAT) 0.2 $419k 1.5k 273.07
Bristol Myers Squibb (BMY) 0.2 $402k 6.9k 58.04
Lpl Financial Holdings (LPLA) 0.2 $375k 1.6k 237.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $373k 5.3k 70.77
Hershey Company (HSY) 0.1 $360k 1.8k 200.09
Microsoft Corporation (MSFT) 0.1 $314k 994.00 315.84
Automatic Data Processing (ADP) 0.1 $304k 1.3k 240.51
Johnson & Johnson (JNJ) 0.1 $293k 1.9k 155.72
JPMorgan Chase & Co. (JPM) 0.1 $266k 1.8k 145.04
Union Pacific Corporation (UNP) 0.1 $227k 1.1k 203.58
Broadstone Net Lease (BNL) 0.1 $166k 12k 14.30