Sanchez Wealth Management Group

Sanchez Wealth Management Group as of June 30, 2024

Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 38 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 8.6 $26M 73k 364.51
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 8.5 $26M 406k 65.01
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.5 $23M 296k 78.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.3 $23M 42k 544.22
Wisdomtree Tr Floatng Rat Trea (USFR) 7.3 $22M 446k 50.31
Ishares Tr Core S&p500 Etf (IVV) 7.2 $22M 41k 547.24
Pimco Etf Tr Multisector Bd (PYLD) 5.7 $17M 680k 25.64
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.6 $17M 319k 54.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.6 $17M 36k 479.11
Ishares Tr Msci Usa Mmentm (MTUM) 4.7 $15M 75k 194.87
J P Morgan Exchange Traded Us Qualty Fctr (JQUA) 4.4 $14M 259k 52.95
First Tr Exchange-traded Smid Risng Etf (SDVY) 4.2 $13M 384k 33.38
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.4 $10M 297k 35.08
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.3 $10M 183k 55.04
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.1 $9.7M 177k 54.75
Proshares Tr S&p 500 Dv Arist (NOBL) 2.9 $9.0M 94k 96.13
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 2.9 $8.8M 204k 43.05
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.9 $5.9M 74k 80.13
Pacer Fds Tr Pacer Us Small (CALF) 1.7 $5.4M 123k 43.56
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.9M 30k 64.00
Bio-techne Corporation (TECH) 0.5 $1.5M 22k 71.65
Apple (AAPL) 0.5 $1.5M 7.2k 210.62
CSX Corporation (CSX) 0.5 $1.5M 44k 33.45
Abbott Laboratories (ABT) 0.3 $904k 8.7k 103.91
NVIDIA Corporation (NVDA) 0.3 $798k 6.5k 123.55
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $648k 56k 11.55
Caterpillar (CAT) 0.2 $518k 1.6k 333.16
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $469k 9.6k 48.74
Lpl Financial Holdings (LPLA) 0.1 $461k 1.6k 279.23
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $410k 5.3k 77.77
Microsoft Corporation (MSFT) 0.1 $409k 915.00 446.84
JPMorgan Chase & Co. (JPM) 0.1 $353k 1.7k 202.23
Hershey Company (HSY) 0.1 $331k 1.8k 183.84
Automatic Data Processing (ADP) 0.1 $307k 1.3k 238.68
Eaton Corp SHS (ETN) 0.1 $290k 925.00 313.66
Johnson & Johnson (JNJ) 0.1 $239k 1.6k 146.18
Union Pacific Corporation (UNP) 0.1 $221k 978.00 226.20
Lockheed Martin Corporation (LMT) 0.1 $202k 433.00 467.09