Sanchez Wealth Management Group

Sanchez Wealth Management Group as of March 31, 2025

Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 8.8 $33M 483k 67.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.0 $29M 52k 559.39
Ishares Tr Rus 1000 Grw Etf (IWF) 7.9 $29M 81k 361.09
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.9 $26M 320k 79.86
Ishares Tr Core S&p500 Etf (IVV) 6.6 $24M 43k 561.90
Ishares Tr Msci Usa Mmentm (MTUM) 5.9 $22M 108k 202.13
Pimco Etf Tr Multisector Bd (PYLD) 5.7 $21M 795k 26.35
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.6 $20M 373k 54.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.4 $20M 43k 468.91
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 4.6 $17M 298k 56.47
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.9 $14M 281k 50.71
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.5 $13M 227k 57.30
First Tr Exchange-traded Smid Risng Etf (SDVY) 3.4 $13M 375k 33.50
First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.1 $11M 195k 58.54
Proshares Tr S&p 500 Dv Arist (NOBL) 3.1 $11M 111k 102.18
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.8 $10M 128k 80.37
Wisdomtree Tr Floatng Rat Trea (USFR) 2.7 $9.9M 197k 50.33
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.5 $9.3M 275k 33.86
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $6.7M 185k 36.41
Zacks Trust Small/mid Cap (SMIZ) 1.5 $5.4M 179k 30.26
Apple (AAPL) 1.2 $4.3M 20k 222.13
Microsoft Corporation (MSFT) 0.9 $3.4M 9.1k 375.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $2.4M 37k 65.76
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $1.6M 32k 51.07
CSX Corporation (CSX) 0.4 $1.4M 48k 29.43
Bio-techne Corporation (TECH) 0.3 $1.2M 21k 58.63
Abbott Laboratories (ABT) 0.3 $1.0M 7.9k 132.65
NVIDIA Corporation (NVDA) 0.2 $814k 7.5k 108.38
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $713k 64k 11.22
Lpl Financial Holdings (LPLA) 0.1 $552k 1.7k 327.11
Ishares Tr Core Div Grwth (DGRO) 0.1 $524k 8.5k 61.78
Caterpillar (CAT) 0.1 $503k 1.5k 329.85
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $476k 2.5k 193.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $443k 16k 27.96
JPMorgan Chase & Co. (JPM) 0.1 $430k 1.8k 245.25
Automatic Data Processing (ADP) 0.1 $399k 1.3k 305.50
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $366k 6.5k 56.28
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $330k 1.9k 170.85
Hershey Company (HSY) 0.1 $308k 1.8k 171.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $293k 1.1k 274.91
Johnson & Johnson (JNJ) 0.1 $289k 1.7k 165.80
Eaton Corp SHS (ETN) 0.1 $254k 934.00 271.85
Ishares Gold Tr Ishares New (IAU) 0.1 $242k 4.1k 58.95
Union Pacific Corporation (UNP) 0.1 $231k 978.00 236.18
Amazon (AMZN) 0.1 $228k 1.2k 190.26
Spdr Gold Tr Gold Shs (GLD) 0.1 $224k 776.00 288.14