S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
Critical asset just had biggest fall on record (Ad)
One year after buying a failed bank, New York Community Bancorp is struggling
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Friday, 3/1/2024
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
Critical asset just had biggest fall on record (Ad)
One year after buying a failed bank, New York Community Bancorp is struggling
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Friday, 3/1/2024
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
Critical asset just had biggest fall on record (Ad)
One year after buying a failed bank, New York Community Bancorp is struggling
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Friday, 3/1/2024
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
Critical asset just had biggest fall on record (Ad)
One year after buying a failed bank, New York Community Bancorp is struggling
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Friday, 3/1/2024
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches

Sanchez Wealth Management Group Top Holdings and 13F Report (2024)

About Sanchez Wealth Management Group

Investment Activity

  • Sanchez Wealth Management Group has $274.39 million in total holdings as of December 31, 2023.
  • Sanchez Wealth Management Group owns shares of 36 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 16.47% of the portfolio was purchased this quarter.
  • About 14.82% of the portfolio was sold this quarter.
  • This quarter, Sanchez Wealth Management Group has purchased 35 new stocks and bought additional shares in 14 stocks.
  • Sanchez Wealth Management Group sold shares of 14 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

Eaton
$221,554 Holding

Largest Purchases this Quarter

PIMCO Multi Sector Bond Active ETF
655,403 shares (about $16.82M)
SPDR Portfolio Developed World ex-US ETF
207,837 shares (about $7.07M)
John Hancock Multifactor Mid Cap ETF
18,356 shares (about $966.62K)

Largest Sales this Quarter

First Trust NASDAQ Rising Dividend Achievers
136,448 shares (about $7.05M)
John Hancock Multifactor Large Cap ETF
86,715 shares (about $5.10M)
iShares Russell 1000 Growth ETF
16,280 shares (about $4.94M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSanchez Wealth Management Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$38,619,270$9,836,472 -20.3%768,69714.1%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$23,279,970$511,531 -2.2%499,2498.5%ETF
John Hancock Multifactor Large Cap ETF stock logo
JHML
John Hancock Multifactor Large Cap ETF
$23,140,160$5,099,699 -18.1%393,4748.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$22,122,269$4,935,597 -18.2%72,9708.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$19,459,543$135,169 -0.7%40,7427.1%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$17,332,268$5,878,766 51.3%246,6186.3%Manufacturing
PYLD
PIMCO Multi Sector Bond Active ETF
$16,820,933$16,820,933 New Holding655,4036.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$15,797,635$107,418 0.7%33,2375.8%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$14,228,155$735,078 5.4%34,7445.2%Finance
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$12,822,940$12,822,940 New Holding391,3014.7%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$11,043,355$15,375 -0.1%70,3894.0%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$9,297,583$7,050,253 -43.1%179,9423.4%Manufacturing
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$9,124,296$6,985,668 -43.4%204,5583.3%Manufacturing
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$9,006,402$61,404 0.7%94,6053.3%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$8,988,726$966,625 12.0%170,6943.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$7,068,479$7,068,479 New Holding207,8372.6%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$3,789,334$102,664 2.8%58,2441.4%ETF
Bio-Techne Co. stock logo
TECH
Bio-Techne
$1,661,097$15,818 -0.9%21,5280.6%Medical
CSX Co. stock logo
CSX
CSX
$1,632,994$1,317 0.1%47,1010.6%Transportation
Apple Inc. stock logo
AAPL
Apple
$1,393,371$33,694 -2.4%7,2370.5%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,305,469$271,558 26.3%23,3540.5%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$947,754$4,843 0.5%8,6100.3%Medical
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$684,706$112,453 19.7%59,6950.2%ETF
The Boeing Company stock logo
BA
Boeing
$633,4150.0%2,4300.2%Aerospace
NVIDIA Co. stock logo
NVDA
NVIDIA
$571,4830.0%1,1540.2%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$456,016$2,366 0.5%1,5420.2%Industrials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$401,6960.0%5,2760.1%ETF
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$374,434$14,795 4.1%1,6450.1%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$361,684$6,619 1.9%7,0490.1%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$340,012$33,851 -9.1%9040.1%Computer and Technology
The Hershey Company stock logo
HSY
Hershey
$335,4250.0%1,7990.1%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$309,361$2,551 -0.8%1,8190.1%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$295,915$1,398 0.5%1,2700.1%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$277,742$17,085 -5.8%1,7720.1%Medical
Union Pacific Co. stock logo
UNP
Union Pacific
$240,155$33,641 -12.3%9780.1%Transportation
Eaton Co. plc stock logo
ETN
Eaton
$221,554$221,554 New Holding9200.1%Industrial Products
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$0$5,368,159 -100.0%00.0%ETF
FS Credit Opportunities Corp. stock logo
FSCO
FS Credit Opportunities
$0$419,893 -100.0%00.0%Financial Services
Broadstone Net Lease, Inc. stock logo
BNL
Broadstone Net Lease
$0$165,737 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: