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Sanchez Wealth Management Group

Latest statistics and disclosures from Sanchez Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are USFR, JHML, IWF, IVV, DGRW, and represent 39.63% of Sanchez Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: COWZ (+$18M), JQUA (+$13M), CALF (+$5.8M), SPY, SPYG, JHML, JHMM, SPDW, DGRW, PYLD.
Started 3 new stock positions in CALF, JQUA, COWZ.
Reduced shares in these 10 stocks: SPYV (-$25M), USFR (-$13M), SDVY, NVDA, RDVY, NOBL, IWF, FIXD, CSX, PGX.
Sanchez Wealth Management Group was a net buyer of stock by $1.5M.
Sanchez Wealth Management Group has $295M in assets under management (AUM), dropping by 7.62%.
Central Index Key (CIK): 0001697740

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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	-32%	518k	50.29	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	8.8	$26M		401k	64.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	8.3	$25M		73k	337.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.3	$22M		41k	525.73	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.5	$19M		250k	76.19	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	6.1	$18M	NEW	312k	58.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.1	$18M	+3%	34k	523.06	View chart
Pimco Etf Tr Multisector Bd (PYLD)	5.8	$17M		666k	25.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$16M		35k	444.01	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.5	$13M		71k	187.35	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	4.5	$13M	NEW	250k	52.87	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	4.4	$13M	-4%	375k	34.82	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	3.4	$10M	+3%	177k	57.38	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	3.3	$9.8M	-2%	175k	56.17	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	3.2	$9.4M		93k	101.41	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	3.0	$8.8M		203k	43.60	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.6	$7.7M	+3%	216k	35.84	View chart
Pacer Fds Tr Pacer Us Small (CALF)	2.0	$5.8M	NEW	118k	49.16	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.6	$4.8M	+12%	65k	73.15	View chart
CSX Corporation (CSX)	0.6	$1.7M		46k	37.07	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.7M	+17%	27k	61.53	View chart
Bio-techne Corporation (TECH)	0.5	$1.5M		22k	70.39	View chart
Apple (AAPL)	0.4	$1.2M		7.2k	171.48	View chart
Abbott Laboratories (ABT)	0.3	$983k		8.7k	113.65	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$698k		59k	11.88	View chart
NVIDIA Corporation (NVDA)	0.2	$584k	-44%	646.00	903.58	View chart
Caterpillar (CAT)	0.2	$568k		1.5k	366.35	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$539k	-97%	11k	50.10	View chart
Boeing Company (BA)	0.2	$469k		2.4k	192.99	View chart
Lpl Financial Holdings (LPLA)	0.1	$435k		1.6k	264.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$425k		5.3k	80.64	View chart
Bristol Myers Squibb (BMY)	0.1	$382k		7.0k	54.23	View chart
Microsoft Corporation (MSFT)	0.1	$381k		905.00	420.72	View chart
JPMorgan Chase & Co. (JPM)	0.1	$365k		1.8k	200.28	View chart
Hershey Company (HSY)	0.1	$350k		1.8k	194.51	View chart
Automatic Data Processing (ADP)	0.1	$319k		1.3k	249.70	View chart
Eaton Corp SHS (ETN)	0.1	$288k		920.00	312.68	View chart
Johnson & Johnson (JNJ)	0.1	$282k		1.8k	158.17	View chart
Union Pacific Corporation (UNP)	0.1	$241k		978.00	245.87	View chart

Past Filings by Sanchez Wealth Management Group

SEC 13F filings are viewable for Sanchez Wealth Management Group going back to 2017

Sanchez Wealth Management Group 2024 Q1 filed May 7, 2024
Sanchez Wealth Management Group 2023 Q4 filed Jan. 16, 2024
Sanchez Wealth Management Group 2023 Q3 filed Oct. 27, 2023
Sanchez Wealth Management Group 2023 Q2 filed Aug. 1, 2023
Sanchez Wealth Management Group 2023 Q1 filed May 4, 2023
Sanchez Wealth Management Group 2022 Q4 filed Feb. 8, 2023
Sanchez Wealth Management Group 2022 Q3 filed Oct. 13, 2022
Sanchez Wealth Management Group 2022 Q2 filed July 13, 2022
Sanchez Wealth Management Group 2022 Q1 filed April 19, 2022
Sanchez Wealth Management Group 2021 Q4 filed Feb. 14, 2022
Sanchez Wealth Management Group 2021 Q3 filed Oct. 19, 2021
Sanchez Wealth Management Group 2021 Q2 filed Aug. 9, 2021
Sanchez Wealth Management Group 2021 Q1 filed April 29, 2021
Sanchez Wealth Management Group 2020 Q4 filed Feb. 1, 2021
Sanchez Wealth Management Group 2020 Q3 filed Nov. 10, 2020
Sanchez Wealth Management Group 2020 Q2 filed Aug. 12, 2020

View all past filings

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