Sanchez Wealth Management Group

CIK Number: 0001697740

414.72M
Market Value
46
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 16, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 JHML John Hancock Mu...
75.71
-0.39% 482.79K +3.17% 32.55M 44.68 8.84% Share
2 SPY SPDR S&P 500 ET...
643.36
-0.25% 52.38K +6.75% 29.3M 437.43 7.96% Share
3 IWF iShares Russell...
448.97
-0.32% 80.67K +3.13% 29.13M 167.35 7.91% Share
4 DGRW WisdomTree U.S....
87.07
-0.14% 320.03K +4.36% 25.56M 64.5 6.94% Share
5 IVV iShares Core S&...
646.52
-0.25% 43.38K +0.22% 24.38M 280 6.62% Share
6 MTUM iShares MSCI US...
244.77
-0.48% 107.75K +8.35% 21.78M 146.81 5.92% Share
7 PYLD PIMCO ETF Trust...
26.55
-0.09% 794.66K +6.60% 20.94M 25.76 5.69% Share
8 COWZ Pacer US Cash C...
56.84
+0.29% 373.32K +5.06% 20.44M 57.75 5.55% Share
9 QQQ Invesco QQQ Tru...
577.11
-0.48% 42.46K +2.27% 19.91M 269.76 5.41% Share
10 JQUA JPMorgan U.S. Q...
61.34
-0.22% 297.62K +5.97% 16.81M 53.2 4.56% Share
11 JAAA Janus Henderson...
50.73
+0.05% 281.07K +37.86% 14.25M 50.78 3.87% Share
12 JHMM John Hancock Mu...
62.73
-0.45% 227.39K +2.10% 13.03M 43.92 3.54% Share
13 SDVY First Trust SMI...
36.88
-1.03% 374.51K +5.65% 12.55M 32.84 3.41% Share
14 RDVY First Trust Ris...
64.67
-1.08% 195.15K +2.21% 11.42M 44.55 3.10% Share
15 NOBL ProShares S&P 5...
104.18
-0.14% 111.31K +1.28% 11.37M 84.36 3.09% Share
16 SPYG SPDR Portfolio ...
99.95
-0.31% 127.89K +1.50% 10.28M 72.09 2.79% Share
17 USFR WisdomTree Floa...
50.42
+0.05% 197.08K +3.75% 9.92M 50.29 2.69% Share
18 HTRB Hartford Total ...
33.88
-0.19% 275.37K +1.18% 9.32M 34.92 2.53% Share
19 SPDW SPDR Portfolio ...
41.84
+0.54% 184.57K +4.57% 6.72M 34.45 1.83% Share
20 SMIZ Zacks Trust
35.30
-0.22% 178.76K +100.00% 5.41M 30.26 1.47% Share
21 AAPL Apple Inc.
231.56
-0.52% 19.52K -2.56% 4.34M 181.44 1.18% Share
22 MSFT Microsoft Corpo...
519.97
-0.48% 9.14K +1.43% 3.43M 403.42 0.93% Share
23 SPLG SPDR Portfolio ...
75.69
-0.25% 36.79K +13.11% 2.42M 52.03 0.66% Share
24 SPYV SPDR Portfolio ...
54.05
-0.21% 31.72K -20.75% 1.62M 47.64 0.44% Share
25 CSX CSX Corporation
36.33
-0.07% 48.17K +8.80% 1.42M 20.26 0.39% Share
26 TECH Bio-Techne Corp...
53.58
-0.31% 21.14K +0.01% 1.24M 37.98 0.34% Share
27 ABT Abbott Laborato...
131.73
+1.90% 7.88K -0.52% 1.05M 63.52 0.28% Share
28 NVDA NVIDIA Corporat...
180.46
-0.86% 7.51K -0.62% 813.91K 43.24 0.22% Share
29 PGX Invesco Preferr...
11.43
-0.13% 63.53K +16.14% 712.8K 12.78 0.19% Share
30 LPLA LPL Financial H...
350.79
-1.45% 1.69K +0.12% 552.16K 166.5 0.15% Share
31 DGRO iShares Core Di...
66.09
-0.21% 8.48K -5.39% 523.84K 61.34 0.14% Share
32 CAT Caterpillar Inc...
407.54
-2.39% 1.52K +0.40% 502.69K 156.55 0.14% Share
33 QQQM Invesco NASDAQ ...
237.56
-0.48% 2.47K +11.94% 476.03K 208.59 0.13% Share
34 SCHD Schwab U.S. Div...
27.34
-0.02% 15.83K 0.00% 442.59K 15.66 0.12% Share
35 JPM JPMorgan Chase ...
290.56
-1.22% 1.75K +0.06% 430.41K 134.85 0.12% Share
36 ADP Automatic Data ...
301.78
+0.03% 1.31K +0.54% 398.98K 201.91 0.11% Share
37 CMF iShares Califor...
55.69
+0.03% 6.5K -2.55% 365.54K 57.28 0.10% Share
38 QUAL iShares MSCI US...
188.09
-0.28% 1.93K -20.42% 329.57K 178.08 0.09% Share
39 HSY The Hershey Com...
177.88
-1.32% 1.8K 0.00% 307.7K 101.64 0.08% Share
40 VTI Vanguard Total ...
316.44
-0.24% 1.06K -12.35% 292.78K 289.81 0.08% Share
41 JNJ Johnson & Johns...
176.73
+1.15% 1.74K +1.34% 288.48K 142.51 0.08% Share
42 ETN Eaton Corporati...
350.88
-1.19% 934 +0.32% 253.9K 241.88 0.07% Share
43 IAU iShares Gold Tr...
62.94
+0.06% 4.1K -10.94% 241.94K 49.51 0.07% Share
44 UNP Union Pacific C...
220.61
-0.41% 978 0.00% 230.98K 196.95 0.06% Share
45 AMZN Amazon.com, Inc...
231.03
+0.02% 1.2K +2.92% 227.93K 218.56 0.06% Share
46 GLD SPDR Gold Share...
307.46
+0.07% 776 -25.6% 223.6K 242.13 0.06% Share