Sanchez Wealth Management Group

Sanchez Wealth Management Group as of June 30, 2025

Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 49 positions in its portfolio as reported in the June 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 $36M 495k 73.35
Ishares Tr Rus 1000 Grw Etf (IWF) 8.4 $35M 82k 424.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.1 $34M 54k 617.84
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.7 $28M 330k 83.74
Ishares Tr Msci Usa Mmentm (MTUM) 6.5 $27M 113k 240.32
Ishares Tr Core S&p500 Etf (IVV) 6.4 $27M 43k 620.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.8 $24M 44k 551.64
Pimco Etf Tr Multisector Bd (PYLD) 5.5 $23M 861k 26.54
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.1 $21M 383k 55.10
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 4.5 $19M 312k 60.05
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.0 $17M 325k 50.75
Wisdomtree Tr Floatng Rat Trea (USFR) 3.5 $14M 286k 50.31
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.4 $14M 230k 61.13
First Tr Exchange-traded Smid Risng Etf (SDVY) 3.3 $14M 390k 35.28
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.1 $13M 133k 95.32
First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.0 $13M 199k 62.74
Proshares Tr S&p 500 Dv Arist (NOBL) 2.7 $11M 112k 100.70
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.3 $9.7M 285k 33.87
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.9 $7.7M 191k 40.49
Zacks Trust Small/mid Cap (SMIZ) 1.5 $6.2M 184k 33.89
Apple (AAPL) 0.9 $3.9M 19k 205.17
Microsoft Corporation (MSFT) 0.7 $3.0M 6.1k 497.43
Spdr Series Trust Portfolio S&p500 (SPLG) 0.7 $2.8M 38k 72.69
CSX Corporation (CSX) 0.4 $1.6M 48k 32.63
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.3 $1.2M 23k 52.34
NVIDIA Corporation (NVDA) 0.3 $1.1M 7.0k 157.99
Bio-techne Corporation (TECH) 0.3 $1.1M 21k 51.45
Abbott Laboratories (ABT) 0.3 $1.1M 7.9k 136.01
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $750k 67k 11.13
Lpl Financial Holdings (LPLA) 0.2 $633k 1.7k 375.01
Caterpillar (CAT) 0.1 $558k 1.4k 388.30
JPMorgan Chase & Co. (JPM) 0.1 $507k 1.7k 289.96
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $420k 16k 26.50
Automatic Data Processing (ADP) 0.1 $405k 1.3k 308.50
Ishares Tr Core Div Grwth (DGRO) 0.1 $385k 6.0k 63.94
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $372k 1.6k 227.13
Eaton Corp SHS (ETN) 0.1 $335k 937.00 357.02
Hershey Company (HSY) 0.1 $299k 1.8k 165.96
Broadcom (AVGO) 0.1 $295k 1.1k 275.77
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $268k 1.5k 182.79
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $268k 4.8k 55.74
Johnson & Johnson (JNJ) 0.1 $262k 1.7k 152.72
Amazon (AMZN) 0.1 $261k 1.2k 219.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $244k 804.00 304.03
Boeing Company (BA) 0.1 $231k 1.1k 209.47
Union Pacific Corporation (UNP) 0.1 $225k 978.00 230.02
Spdr Gold Tr Gold Shs (GLD) 0.1 $218k 716.00 304.83
Ishares Gold Tr Ishares New (IAU) 0.1 $217k 3.5k 62.35
Applied Materials (AMAT) 0.0 $203k 1.1k 183.07