Sanchez Wealth Management Group

Sanchez Wealth Management Group as of Dec. 31, 2024

Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 49 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 8.9 $33M 468k 69.65
Ishares Tr Rus 1000 Grw Etf (IWF) 8.6 $31M 78k 401.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.9 $29M 49k 586.08
Ishares Tr Core S&p500 Etf (IVV) 7.0 $26M 43k 588.68
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.8 $25M 307k 80.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.8 $21M 42k 511.23
Ishares Tr Msci Usa Mmentm (MTUM) 5.6 $21M 99k 206.92
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.5 $20M 355k 56.48
Pimco Etf Tr Multisector Bd (PYLD) 5.3 $19M 745k 25.92
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 4.4 $16M 281k 57.27
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.6 $13M 223k 59.73
First Tr Exchange-traded Smid Risng Etf (SDVY) 3.5 $13M 355k 35.85
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.1 $11M 191k 59.14
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.0 $11M 126k 87.90
Proshares Tr S&p 500 Dv Arist (NOBL) 3.0 $11M 110k 99.55
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.8 $10M 204k 50.71
Wisdomtree Tr Floatng Rat Trea (USFR) 2.6 $9.6M 190k 50.32
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.5 $9.1M 272k 33.33
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $6.0M 177k 34.13
Pacer Fds Tr Pacer Us Small (CALF) 1.6 $5.7M 129k 44.01
Apple (AAPL) 1.4 $5.0M 20k 250.42
Microsoft Corporation (MSFT) 1.0 $3.8M 9.0k 421.52
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $2.2M 33k 68.94
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $2.0M 40k 51.14
Bio-techne Corporation (TECH) 0.4 $1.5M 21k 72.03
CSX Corporation (CSX) 0.4 $1.4M 44k 32.27
NVIDIA Corporation (NVDA) 0.3 $1.0M 7.6k 134.29
Abbott Laboratories (ABT) 0.2 $896k 7.9k 113.11
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $631k 55k 11.53
Caterpillar (CAT) 0.2 $551k 1.5k 362.81
Lpl Financial Holdings (LPLA) 0.2 $551k 1.7k 326.58
Ishares Tr Core Div Grwth (DGRO) 0.2 $550k 9.0k 61.34
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $464k 2.2k 210.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $433k 16k 27.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $432k 2.4k 178.09
JPMorgan Chase & Co. (JPM) 0.1 $421k 1.8k 239.72
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $382k 6.7k 57.28
Automatic Data Processing (ADP) 0.1 $380k 1.3k 292.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $352k 1.2k 289.81
Eaton Corp SHS (ETN) 0.1 $309k 931.00 331.70
Hershey Company (HSY) 0.1 $305k 1.8k 169.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $283k 1.6k 175.23
Broadcom (AVGO) 0.1 $256k 1.1k 231.91
Amazon (AMZN) 0.1 $255k 1.2k 219.39
Spdr Gold Tr Gold Shs (GLD) 0.1 $253k 1.0k 242.13
Johnson & Johnson (JNJ) 0.1 $248k 1.7k 144.62
Ishares Gold Tr Ishares New (IAU) 0.1 $228k 4.6k 49.50
Union Pacific Corporation (UNP) 0.1 $223k 978.00 227.98
Lockheed Martin Corporation (LMT) 0.1 $212k 436.00 485.60