Sanchez Wealth Management Group

Sanchez Wealth Management Group as of Dec. 31, 2023

Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 36 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 14.1 $39M 769k 50.24
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.5 $23M 499k 46.63
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 8.4 $23M 394k 58.81
Ishares Tr Rus 1000 Grw Etf (IWF) 8.1 $22M 73k 303.17
Ishares Tr Core S&p500 Etf (IVV) 7.1 $20M 41k 477.63
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.3 $17M 247k 70.28
Pimco Etf Tr Multisector Bd (PYLD) 6.1 $17M 655k 25.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.8 $16M 33k 475.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $14M 35k 409.51
First Tr Exchange-traded Smid Risng Etf (SDVY) 4.7 $13M 391k 32.77
Ishares Tr Msci Usa Mmentm (MTUM) 4.0 $11M 70k 156.89
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.4 $9.3M 180k 51.67
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 3.3 $9.1M 205k 44.60
Proshares Tr S&p 500 Dv Arist (NOBL) 3.3 $9.0M 95k 95.20
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.3 $9.0M 171k 52.66
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.6 $7.1M 208k 34.01
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.4 $3.8M 58k 65.06
Bio-techne Corporation (TECH) 0.6 $1.7M 22k 77.16
CSX Corporation (CSX) 0.6 $1.6M 47k 34.67
Apple (AAPL) 0.5 $1.4M 7.2k 192.53
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.3M 23k 55.90
Abbott Laboratories (ABT) 0.3 $948k 8.6k 110.08
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $685k 60k 11.47
Boeing Company (BA) 0.2 $633k 2.4k 260.66
NVIDIA Corporation (NVDA) 0.2 $572k 1.2k 495.22
Caterpillar (CAT) 0.2 $456k 1.5k 295.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $402k 5.3k 76.14
Lpl Financial Holdings (LPLA) 0.1 $374k 1.6k 227.62
Bristol Myers Squibb (BMY) 0.1 $362k 7.0k 51.31
Microsoft Corporation (MSFT) 0.1 $340k 904.00 376.12
Hershey Company (HSY) 0.1 $335k 1.8k 186.45
JPMorgan Chase & Co. (JPM) 0.1 $309k 1.8k 170.07
Automatic Data Processing (ADP) 0.1 $296k 1.3k 233.00
Johnson & Johnson Com' (JNJ) 0.1 $278k 1.8k 156.74
Union Pacific Corporation (UNP) 0.1 $240k 978.00 245.56
Eaton Corp SHS (ETN) 0.1 $222k 920.00 240.82