Sanchez Wealth Management Group

Sanchez Wealth Management Group as of March 31, 2024

Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 39 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 8.8 $26M 518k 50.29
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 8.8 $26M 401k 64.76
Ishares Tr Rus 1000 Grw Etf (IWF) 8.3 $25M 73k 337.05
Ishares Tr Core S&p500 Etf (IVV) 7.3 $22M 41k 525.73
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.5 $19M 250k 76.19
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.1 $18M 312k 58.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.1 $18M 34k 523.06
Pimco Etf Tr Multisector Bd (PYLD) 5.8 $17M 666k 25.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $16M 35k 444.01
Ishares Tr Msci Usa Mmentm (MTUM) 4.5 $13M 71k 187.35
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 4.5 $13M 250k 52.87
First Tr Exchange-traded Smid Risng Etf (SDVY) 4.4 $13M 375k 34.82
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.4 $10M 177k 57.38
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.3 $9.8M 175k 56.17
Proshares Tr S&p 500 Dv Arist (NOBL) 3.2 $9.4M 93k 101.41
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 3.0 $8.8M 203k 43.60
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.6 $7.7M 216k 35.84
Pacer Fds Tr Pacer Us Small (CALF) 2.0 $5.8M 118k 49.16
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.6 $4.8M 65k 73.15
CSX Corporation (CSX) 0.6 $1.7M 46k 37.07
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.7M 27k 61.53
Bio-techne Corporation (TECH) 0.5 $1.5M 22k 70.39
Apple (AAPL) 0.4 $1.2M 7.2k 171.48
Abbott Laboratories (ABT) 0.3 $983k 8.7k 113.65
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $698k 59k 11.88
NVIDIA Corporation (NVDA) 0.2 $584k 646.00 903.58
Caterpillar (CAT) 0.2 $568k 1.5k 366.35
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $539k 11k 50.10
Boeing Company (BA) 0.2 $469k 2.4k 192.99
Lpl Financial Holdings (LPLA) 0.1 $435k 1.6k 264.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $425k 5.3k 80.64
Bristol Myers Squibb (BMY) 0.1 $382k 7.0k 54.23
Microsoft Corporation (MSFT) 0.1 $381k 905.00 420.72
JPMorgan Chase & Co. (JPM) 0.1 $365k 1.8k 200.28
Hershey Company (HSY) 0.1 $350k 1.8k 194.51
Automatic Data Processing (ADP) 0.1 $319k 1.3k 249.70
Eaton Corp SHS (ETN) 0.1 $288k 920.00 312.68
Johnson & Johnson (JNJ) 0.1 $282k 1.8k 158.17
Union Pacific Corporation (UNP) 0.1 $241k 978.00 245.87