Sanchez Wealth Management Group Top Holdings and 13F Report (2024) About Sanchez Wealth Management GroupInvestment ActivitySanchez Wealth Management Group has $33.17 million in total holdings as of March 31, 2024.Sanchez Wealth Management Group owns shares of 24 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.67% of the portfolio was purchased this quarter.About 1,608.09% of the portfolio was sold this quarter.This quarter, Sanchez Wealth Management Group has purchased 52 new stocks and bought additional shares in 0 stocks.Sanchez Wealth Management Group sold shares of 23 stocks and completely divested from 29 stocks this quarter.Largest Holdings Janus Henderson AAA CLO ETF $4,297,378iShares MSCI USA Momentum Factor ETF $3,124,073John Hancock Multifactor Large Cap ETF $2,917,948SPDR Portfolio S&P 500 ETF $2,150,079Invesco QQQ $1,976,486 Largest New Holdings this Quarter 46641Q670 - J P MORGAN EXCHANGE TRADED F $221,666 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 4,950 shares (about $221.67K) Largest Sales this Quarter iShares MSCI USA Momentum Factor ETF 149,366 shares (about $47.40M)Janus Henderson AAA CLO ETF 914,425 shares (about $46.15M)John Hancock Multifactor Large Cap ETF 486,629 shares (about $43.37M)iShares Russell 1000 Growth ETF 336,092 shares (about $42.10M)SPDR S&P 500 ETF Trust 47,317 shares (about $36.08M) 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 PortfolioSectorJAAAJanus Henderson AAA CLO ETF$4,297,378$46,151,125 ▼-91.5%85,14713.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$3,124,073$47,397,693 ▼-93.8%9,8459.4%ETFJHMLJohn Hancock Multifactor Large Cap ETF$2,917,948$43,373,392 ▼-93.7%32,7388.8%ETFSPLGSPDR Portfolio S&P 500 ETF$2,150,079$9,930,180 ▼-82.2%23,9546.5%ETFQQQInvesco QQQ$1,976,486$32,025,435 ▼-94.2%2,6726.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,904,443$34,882,861 ▼-94.8%19,5855.7%ETFIWFiShares Russell 1000 Growth ETF$1,903,363$42,099,709 ▼-95.7%15,1955.7%ETFJQUAJPMorgan U.S. Quality Factor ETF$1,549,917$26,130,145 ▼-94.4%21,0024.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,484,057$11,294,242 ▼-88.4%12,0584.5%ETFSPYSPDR S&P 500 ETF Trust$1,419,116$36,081,844 ▼-96.2%1,8614.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,264,977$25,067,494 ▼-95.2%16,1583.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,232,591$23,197,547 ▼-95.0%48,5463.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,169,227$14,873,539 ▼-92.7%23,2873.5%ETFIVViShares Core S&P 500 ETF$1,095,827$30,587,434 ▼-96.5%1,4313.3%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$1,029,594$12,249,452 ▼-92.2%14,4003.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$963,164$17,971,581 ▼-94.9%23,7352.9%ETFZACKS TRUST$716,514$8,209,991 ▼-92.0%17,5062.2%SMALL/MID CAPTHE ALGER ETF TRUST$697,618$8,456,455 ▼-92.4%17,1702.1%CONCENTRATED EQTNVDANVIDIA$535,003$901,034 ▼-62.7%2,3431.6%TechnologyUSFRWisdomTree Floating Rate Treasury Fund$508,564$11,442,917 ▼-95.7%10,0931.5%ETFQQQMInvesco NASDAQ 100 ETF$430,191$5,022,449 ▼-92.1%1,4121.3%ETFCOWZPacer US Cash Cows 100 ETF$319,436$13,610,644 ▼-97.7%4,7851.0%ETFHTRBHartford Total Return Bond ETF$257,334$8,066,519 ▼-96.9%8,0290.8%ETFJ P MORGAN EXCHANGE TRADED F$221,666$221,666 ▲New Holding4,9500.7%CORE PLUS BD ETFAAPLApple$0$5,262,963 ▼-100.0%00.0%TechnologyMSFTMicrosoft$0$2,638,734 ▼-100.0%00.0%TechnologyCSXCSX$0$2,376,013 ▼-100.0%00.0%IndustrialsCATCaterpillar$0$1,535,415 ▼-100.0%00.0%IndustrialsNOBLProShares S&P 500 Aristocrats ETF$0$1,516,342 ▼-100.0%00.0%ETFTECHBio-Techne$0$1,450,876 ▼-100.0%00.0%HealthcareAMATApplied Materials$0$737,460 ▼-100.0%00.0%TechnologyABTAbbott Laboratories$0$708,915 ▼-100.0%00.0%HealthcareSPYVSPDR Portfolio S&P 500 Value ETF$0$699,413 ▼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$580,916 ▼-100.0%00.0%FinanceSCHDSchwab US Dividend Equity ETF$0$501,948 ▼-100.0%00.0%ETFLPLALPL Financial$0$483,521 ▼-100.0%00.0%FinanceAMZNAmazon.com$0$475,013 ▼-100.0%00.0%Consumer DiscretionaryLAM RESEARCH CORP$0$472,330 ▼-100.0%00.0%COM NEWBABoeing$0$468,584 ▼-100.0%00.0%IndustrialsJNJJohnson & Johnson$0$444,594 ▼-100.0%00.0%HealthcareETNEaton$0$404,090 ▼-100.0%00.0%IndustrialsAVGOBroadcom$0$404,037 ▼-100.0%00.0%TechnologyGOOGLAlphabet$0$386,322 ▼-100.0%00.0%Communication ServicesDGROiShares Core Dividend Growth ETF$0$385,937 ▼-100.0%00.0%ETFQUALiShares MSCI USA Quality Factor ETF$0$327,492 ▼-100.0%00.0%ETFLMTLockheed Martin$0$312,328 ▼-100.0%00.0%IndustrialsADPAutomatic Data Processing$0$307,457 ▼-100.0%00.0%IndustrialsVTIVanguard Total Stock Market ETF$0$274,999 ▼-100.0%00.0%ETFUNPUnion Pacific$0$274,652 ▼-100.0%00.0%IndustrialsHSYHershey$0$266,527 ▼-100.0%00.0%Consumer StaplesXOMExxonMobil$0$237,620 ▼-100.0%00.0%EnergyGLDSPDR Gold Shares$0$212,924 ▼-100.0%00.0%ETFSPGSimon Property Group$0$208,665 ▼-100.0%00.0%Real EstateShowing largest 100 holdings. 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