Sanchez Wealth Management Group Top Holdings and 13F Report (2024) About Sanchez Wealth Management GroupInvestment ActivitySanchez Wealth Management Group has $414.72 million in total holdings as of March 31, 2024.Sanchez Wealth Management Group owns shares of 49 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.41% of the portfolio was purchased this quarter.About 0.74% of the portfolio was sold this quarter.This quarter, Sanchez Wealth Management Group has purchased 46 new stocks and bought additional shares in 26 stocks.Sanchez Wealth Management Group sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings John Hancock Multifactor Large Cap ETF $36,317,581iShares Russell 1000 Growth ETF $34,738,281SPDR S&P 500 ETF Trust $33,603,966WisdomTree U.S. Quality Dividend Growth Fund $27,665,933iShares MSCI USA Momentum Factor ETF $27,047,326 Largest New Holdings this Quarter 11135F101 - Broadcom $294,520 Holding097023105 - Boeing $230,622 Holding038222105 - Applied Materials $203,208 Holding Largest Purchases this Quarter WisdomTree Floating Rate Treasury Fund 89,249 shares (about $4.49M)Janus Henderson AAA CLO ETF 44,240 shares (about $2.25M)PIMCO Multi Sector Bond Active ETF 66,235 shares (about $1.76M)SPDR S&P 500 ETF Trust 2,006 shares (about $1.24M)iShares MSCI USA Momentum Factor ETF 4,795 shares (about $1.15M) Largest Sales this Quarter Microsoft 3,075 shares (about $1.53M)SPDR Portfolio S&P 500 Value ETF 8,828 shares (about $462.05K)iShares Core S&P 500 ETF 321 shares (about $199.31K)Invesco NASDAQ 100 ETF 830 shares (about $188.52K)iShares Core Dividend Growth ETF 2,462 shares (about $157.42K) 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 PortfolioSectorJHMLJohn Hancock Multifactor Large Cap ETF$36,317,581$903,562 ▲2.6%495,1078.8%ETFIWFiShares Russell 1000 Growth ETF$34,738,281$486,993 ▲1.4%81,8188.4%ETFSPYSPDR S&P 500 ETF Trust$33,603,966$1,239,397 ▲3.8%54,3898.1%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$27,665,933$866,458 ▲3.2%330,3796.7%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$27,047,326$1,152,336 ▲4.5%112,5476.5%ETFIVViShares Core S&P 500 ETF$26,737,455$199,306 ▼-0.7%43,0636.4%ETFQQQInvesco QQQ$24,144,321$723,204 ▲3.1%43,7685.8%FinancePYLDPIMCO Multi Sector Bond Active ETF$22,848,074$1,757,877 ▲8.3%860,8925.5%ETFCOWZPacer US Cash Cows 100 ETF$21,100,774$530,779 ▲2.6%382,9545.1%ETFJQUAJPMorgan U.S. Quality Factor ETF$18,707,836$836,075 ▲4.7%311,5384.5%ETFJAAAJanus Henderson AAA CLO ETF$16,509,705$2,245,190 ▲15.7%325,3134.0%ETFUSFRWisdomTree Floating Rate Treasury Fund$14,405,304$4,490,115 ▲45.3%286,3313.5%FinanceJHMMJohn Hancock Multifactor Mid Cap ETF$14,031,931$131,429 ▲0.9%229,5433.4%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$13,750,139$537,560 ▲4.1%389,7443.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$12,660,430$469,452 ▲3.9%132,8203.1%ETFRDVYFirst Trust Rising Dividend Achievers ETF$12,511,985$268,527 ▲2.2%199,4263.0%ManufacturingNOBLProShares S&P 500 Aristocrats ETF$11,226,752$17,824 ▲0.2%111,4872.7%ETFHTRBHartford Total Return Bond ETF$9,660,667$333,958 ▲3.6%285,2282.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,736,045$262,618 ▲3.5%191,0611.9%ETFZACKS TRUST$6,233,256$174,906 ▲2.9%183,9261.5%SMALL/MID CAPAAPLApple$3,932,491$72,015 ▼-1.8%19,1670.9%Computer and TechnologyMSFTMicrosoft$3,015,909$1,529,593 ▼-33.7%6,0630.7%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,750,574$76,033 ▲2.8%37,8400.7%ETFCSXCSX$1,573,294$1,534 ▲0.1%48,2160.4%TransportationSPYVSPDR Portfolio S&P 500 Value ETF$1,198,252$462,050 ▼-27.8%22,8940.3%ETFNVDANVIDIA$1,102,775$83,735 ▼-7.1%6,9800.3%Computer and TechnologyTECHBio-Techne$1,083,459$3,962 ▼-0.4%21,0580.3%MedicalABTAbbott Laboratories$1,072,318$272 ▲0.0%7,8840.3%MedicalPGXInvesco Preferred ETF$750,334$43,251 ▲6.1%67,4150.2%ETFLPLALPL Financial$633,393$375 ▲0.1%1,6890.2%FinanceCATCaterpillar$558,373$33,394 ▼-5.6%1,4380.1%IndustrialsJPMJPMorgan Chase & Co.$506,565$2,320 ▼-0.5%1,7470.1%FinanceSCHDSchwab US Dividend Equity ETF$419,4770.0%15,8290.1%ETFADPAutomatic Data Processing$404,758$1,851 ▲0.5%1,3120.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$384,726$157,420 ▼-29.0%6,0170.1%ETFQQQMInvesco NASDAQ 100 ETF$371,584$188,518 ▼-33.7%1,6360.1%ETFETNEaton$334,530$1,071 ▲0.3%9370.1%IndustrialsHSYHershey$298,5620.0%1,7990.1%Consumer StaplesAVGOBroadcom$294,520$294,520 ▲New Holding1,0680.1%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$268,158$84,451 ▼-24.0%1,4670.1%ETFCMFiShares California Muni Bond ETF$268,109$93,922 ▼-25.9%4,8100.1%ETFJNJJohnson & Johnson$262,227$3,513 ▼-1.3%1,7170.1%MedicalAMZNAmazon.com$260,635$2,194 ▼-0.8%1,1880.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$244,443$79,353 ▼-24.5%8040.1%ETFBABoeing$230,622$230,622 ▲New Holding1,1010.1%AerospaceUNPUnion Pacific$224,9610.0%9780.1%TransportationGLDSPDR Gold Shares$218,259$18,290 ▼-7.7%7160.1%FinanceIAUiShares Gold Trust$216,980$38,907 ▼-15.2%3,4800.1%FinanceAMATApplied Materials$203,208$203,208 ▲New Holding1,1100.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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