Sanchez Wealth Management Group Top Holdings and 13F Report (2024) About Sanchez Wealth Management GroupInvestment ActivitySanchez Wealth Management Group has $570.70 million in total holdings as of March 31, 2024.Sanchez Wealth Management Group owns shares of 52 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 13.40% of the portfolio was purchased this quarter.About 1.12% of the portfolio was sold this quarter.This quarter, Sanchez Wealth Management Group has purchased 53 new stocks and bought additional shares in 32 stocks.Sanchez Wealth Management Group sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares MSCI USA Momentum Factor ETF $54,582,177Janus Henderson AAA CLO ETF $50,468,399John Hancock Multifactor Large Cap ETF $46,317,098iShares Russell 1000 Growth ETF $43,619,279SPDR S&P 500 ETF Trust $36,724,244 Largest New Holdings this Quarter 828806109 - Simon Property Group $208,665 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 267,101 shares (about $33.17M)Janus Henderson AAA CLO ETF 472,390 shares (about $23.85M)WisdomTree Floating Rate Treasury Fund 86,255 shares (about $4.34M)SPDR Portfolio S&P 500 ETF 35,356 shares (about $3.11M)Invesco NASDAQ 100 ETF 5,078 shares (about $1.54M) Largest Sales this Quarter Invesco QQQ 511 shares (about $376.30K)Apple 1,247 shares (about $360.84K)SPDR S&P 500 ETF Trust 461 shares (about $344.26K)iShares Core S&P 500 ETF 427 shares (about $319.78K)SPDR Portfolio S&P 500 Value ETF 2,081 shares (about $126.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSanchez Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMTUMiShares MSCI USA Momentum Factor ETF$54,582,177$1,276,010 â–²2.4%159,2119.6%ETFJAAAJanus Henderson AAA CLO ETF$50,468,399$23,850,975 â–²89.6%999,5728.8%ETFJHMLJohn Hancock Multifactor Large Cap ETF$46,317,098$1,375,154 â–²3.1%519,3678.1%ETFIWFiShares Russell 1000 Growth ETF$43,619,279$33,165,910 â–²317.3%351,2877.6%ETFSPYSPDR S&P 500 ETF Trust$36,724,244$344,257 â–¼-0.9%49,1786.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$36,174,499$1,220,399 â–²3.5%378,3156.3%ETFQQQInvesco QQQ$33,850,322$376,303 â–¼-1.1%45,9675.9%ETFIVViShares Core S&P 500 ETF$30,984,500$319,775 â–¼-1.0%41,3745.4%ETFRDVYFirst Trust Rising Dividend Achievers ETF$27,264,870$858,426 â–²3.3%336,3544.8%ETFJQUAJPMorgan U.S. Quality Factor ETF$27,110,464$797,970 â–²3.0%375,0764.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$25,517,239$846,438 â–²3.4%962,1894.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$20,129,268$641,879 â–²3.3%466,6043.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$16,100,469$663,788 â–²4.3%319,5172.8%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$13,921,702$367,678 â–²2.7%185,7222.4%ETFCOWZPacer US Cash Cows 100 ETF$12,978,990$413,007 â–²3.3%208,6662.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$12,353,987$118,276 â–¼-0.9%103,8242.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$11,942,500$4,342,933 â–²57.1%237,1902.1%ETFSPLGSPDR Portfolio S&P 500 ETF$11,827,432$3,107,089 â–²35.6%134,5862.1%ETFZACKS TRUST$9,731,329$272,672 â–²2.9%218,0941.7%SMALL/MID CAPTHE ALGER ETF TRUST$9,298,248$355,169 â–²4.0%225,3031.6%CONCENTRATED EQTHTRBHartford Total Return Bond ETF$8,761,300$469,692 â–²5.7%259,7101.5%ETFQQQMInvesco NASDAQ 100 ETF$5,422,290$1,538,492 â–²39.6%17,8971.0%ETFAAPLApple$5,262,963$360,838 â–¼-6.4%18,1880.9%TechnologyMSFTMicrosoft$2,638,734$67,143 â–²2.6%7,0740.5%TechnologyCSXCSX$2,376,013$1,664 â–²0.1%49,9900.4%IndustrialsCATCaterpillar$1,535,415$3,194 â–²0.2%1,4420.3%IndustrialsNOBLProShares S&P 500 Aristocrats ETF$1,516,342$549,702 â–²56.9%27,0000.3%ETFTECHBio-Techne$1,450,876$6,217 â–¼-0.4%20,5360.3%HealthcareNVDANVIDIA$1,258,430$1,401 â–¼-0.1%6,2890.2%TechnologyAMATApplied Materials$737,460$65,070 â–¼-8.1%1,0200.1%TechnologyABTAbbott Laboratories$708,915$8,529 â–¼-1.2%7,8130.1%HealthcareSPYVSPDR Portfolio S&P 500 Value ETF$699,413$126,508 â–¼-15.3%11,5050.1%ETFJPMJPMorgan Chase & Co.$580,916$327 â–²0.1%1,7750.1%FinanceSCHDSchwab US Dividend Equity ETF$501,9480.0%15,8290.1%ETFLPLALPL Financial$483,521$563 â–²0.1%1,7170.1%FinanceAMZNAmazon.com$475,013$19,067 â–²4.2%1,9930.1%Consumer DiscretionaryLAM RESEARCH CORP$472,3300.0%1,0900.1%COM NEWBABoeing$468,584$9,740 â–¼-2.0%2,1650.1%IndustrialsJNJJohnson & Johnson$444,594$2,539 â–²0.6%1,7510.1%HealthcareETNEaton$404,090$853 â–²0.2%9480.1%IndustrialsAVGOBroadcom$404,037$378 â–²0.1%1,0700.1%TechnologyGOOGLAlphabet$386,3220.0%1,0810.1%Communication ServicesDGROiShares Core Dividend Growth ETF$385,937$758 â–²0.2%5,0920.1%ETFQUALiShares MSCI USA Quality Factor ETF$327,492$45,436 â–²16.1%1,4920.1%ETFLMTLockheed Martin$312,328$13,247 â–²4.4%6130.1%IndustrialsADPAutomatic Data Processing$307,457$2,463 â–²0.8%1,3730.1%IndustrialsVTIVanguard Total Stock Market ETF$274,999$18,506 â–¼-6.3%7430.0%ETFUNPUnion Pacific$274,6520.0%1,0100.0%IndustrialsHSYHershey$266,5270.0%1,5190.0%Consumer StaplesXOMExxonMobil$237,6200.0%1,7380.0%EnergyGLDSPDR Gold Shares$212,9240.0%5780.0%ETFSPGSimon Property Group$208,665$208,665 â–²New Holding9330.0%Real EstateWISDOMTREE TR$0$4,392,772 â–¼-100.0%00.0%BIANCO TOTL RETUIAUiShares Gold Trust$0$216,389 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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