Sanchez Wealth Management Group Top Holdings and 13F Report (2024) About Sanchez Wealth Management GroupInvestment ActivitySanchez Wealth Management Group has $462.36 million in total holdings as of March 31, 2024.Sanchez Wealth Management Group owns shares of 53 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.25% of the portfolio was purchased this quarter.About 0.26% of the portfolio was sold this quarter.This quarter, Sanchez Wealth Management Group has purchased 51 new stocks and bought additional shares in 35 stocks.Sanchez Wealth Management Group sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings John Hancock Multifactor Large Cap ETF $39,443,883iShares MSCI USA Momentum Factor ETF $37,315,767iShares Russell 1000 Growth ETF $35,896,755SPDR S&P 500 ETF Trust $32,282,027WisdomTree U.S. Quality Dividend Growth Fund $32,110,028 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $232,889 Holding464285204 - iShares Gold Trust $216,389 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 20,070 shares (about $1.54M)Janus Henderson AAA CLO ETF 25,365 shares (about $1.28M)iShares Russell 1000 Growth ETF 2,707 shares (about $1.15M)Invesco NASDAQ 100 ETF 4,142 shares (about $984.20K)iShares MSCI USA Momentum Factor ETF 3,936 shares (about $944.60K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 652 shares (about $424.02K)ProShares S&P 500 Aristocrats ETF 2,280 shares (about $241.70K)Invesco QQQ 334 shares (about $192.78K)SPDR Portfolio S&P 500 Growth ETF 1,325 shares (about $129.73K)Apple 404 shares (about $102.53K) 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$39,443,883$432,363 ▲1.1%503,9478.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$37,315,767$944,600 ▲2.6%155,4898.1%ETFIWFiShares Russell 1000 Growth ETF$35,896,755$1,154,260 ▲3.3%84,1867.8%ETFSPYSPDR S&P 500 ETF Trust$32,282,027$424,019 ▼-1.3%49,6397.0%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$32,110,028$479,869 ▲1.5%365,5526.9%ManufacturingIVViShares Core S&P 500 ETF$27,304,835$40,499 ▼-0.1%41,8015.9%ETFQQQInvesco QQQ$26,826,149$192,778 ▼-0.7%46,4785.8%FinanceJAAAJanus Henderson AAA CLO ETF$26,554,150$1,277,635 ▲5.1%527,1825.7%ETFPYLDPIMCO Multi Sector Bond Active ETF$24,373,131$777,433 ▲3.3%930,2725.3%ETFJQUAJPMorgan U.S. Quality Factor ETF$22,322,646$390,730 ▲1.8%364,0364.8%ETFRDVYFirst Trust Rising Dividend Achievers ETF$22,243,116$300,636 ▲1.4%325,7644.8%ManufacturingSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$17,811,474$216,549 ▲1.2%451,7253.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$13,984,632$175,296 ▲1.3%306,3443.0%ETFCOWZPacer US Cash Cows 100 ETF$12,638,754$209,576 ▲1.7%202,0262.7%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$12,136,426$5,571 ▼0.0%180,8172.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$10,262,766$129,731 ▼-1.2%104,8182.2%ETFHTRBHartford Total Return Bond ETF$8,292,867$216,409 ▲2.7%245,7871.8%ETFZACKS TRUST$7,858,218$113,249 ▲1.5%211,9831.7%SMALL/MID CAPUSFRWisdomTree Floating Rate Treasury Fund$7,598,022$412,987 ▲5.7%150,9351.6%FinanceSPLGSPDR Portfolio S&P 500 ETF$7,595,067$1,536,158 ▲25.4%99,2301.6%ETFTHE ALGER ETF TRUST$6,743,594$46,151 ▲0.7%216,6971.5%CONCENTRATED EQTAAPLApple$4,932,314$102,529 ▼-2.0%19,4351.1%Computer and TechnologyWISDOMTREE TR$4,392,772$117,149 ▲2.7%173,6501.0%BIANCO TOTL RETUQQQMInvesco NASDAQ 100 ETF$3,045,998$984,205 ▲47.7%12,8190.7%ETFMSFTMicrosoft$2,551,917$52,193 ▲2.1%6,8940.6%Computer and TechnologyCSXCSX$2,050,657$12,397 ▲0.6%49,9550.4%TransportationNOBLProShares S&P 500 Aristocrats ETF$1,824,643$241,703 ▼-11.7%17,2120.4%ETFNVDANVIDIA$1,097,993$1,744 ▲0.2%6,2960.2%Computer and TechnologyTECHBio-Techne$1,077,8310.0%20,6240.2%MedicalCATCaterpillar$1,019,696$5,669 ▼-0.6%1,4390.2%IndustrialsABTAbbott Laboratories$811,790$2,772 ▲0.3%7,9070.2%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$768,698$32,703 ▼-4.1%13,5860.2%ETFJPMJPMorgan Chase & Co.$521,870$7,649 ▲1.5%1,7740.1%FinanceLPLALPL Financial$515,845$602 ▲0.1%1,7150.1%FinanceSCHDSchwab US Dividend Equity ETF$485,6440.0%15,8290.1%ETFBABoeing$439,788$995 ▼-0.2%2,2100.1%AerospaceJNJJohnson & Johnson$425,628$2,200 ▲0.5%1,7410.1%MedicalAMZNAmazon.com$398,420$4,165 ▲1.1%1,9130.1%Retail/WholesaleAMATApplied Materials$379,3870.0%1,1100.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$356,660$772 ▲0.2%5,0820.1%ETFLMTLockheed Martin$354,810$15,716 ▲4.6%5870.1%AerospaceETNEaton$338,250$1,073 ▲0.3%9460.1%IndustrialsAVGOBroadcom$330,754$619 ▲0.2%1,0690.1%Computer and TechnologyHSYHershey$315,8070.0%1,5190.1%Consumer StaplesGOOGLAlphabet$310,734$18,972 ▲6.5%1,0810.1%Computer and TechnologyXOMExxonMobil$294,869$7,974 ▼-2.6%1,7380.1%EnergyADPAutomatic Data Processing$276,674$7,313 ▲2.7%1,3620.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$254,377$2,566 ▲1.0%7930.1%ETFGLDSPDR Gold Shares$248,708$21,515 ▲9.5%5780.1%FinanceQUALiShares MSCI USA Quality Factor ETF$246,5660.0%1,2850.1%ETFUNPUnion Pacific$244,986$7,762 ▲3.3%1,0100.1%TransportationLAM RESEARCH CORP$232,889$232,889 ▲New Holding1,0900.1%COM NEWIAUiShares Gold Trust$216,389$216,389 ▲New Holding2,4550.0%FinanceShowing 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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