Sanchez Wealth Management Group
CIK Number: 0001697740
Main Sectors:
Top Industries:
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... | 77.69 | +0.99% | 482.79K | +3.17% | 32.55M | 44.68 | 8.84% | Share |
| 2 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 52.38K | +6.75% | 29.3M | 437.43 | 7.96% | Share |
| 3 | IWF | iShares Russell... | 458.61 | +0.52% | 80.67K | +3.13% | 29.13M | 167.35 | 7.91% | Share |
| 4 | DGRW | WisdomTree U.S.... | 88.91 | +0.99% | 320.03K | +4.36% | 25.56M | 64.5 | 6.94% | Share |
| 5 | IVV | iShares Core S&... | 660.91 | +0.83% | 43.38K | +0.22% | 24.38M | 280 | 6.62% | Share |
| 6 | MTUM | iShares MSCI US... | 253.94 | -0.17% | 107.75K | +8.35% | 21.78M | 146.81 | 5.92% | Share |
| 7 | PYLD | PIMCO ETF Trust... | 26.82 | +0.11% | 794.66K | +6.60% | 20.94M | 25.76 | 5.69% | Share |
| 8 | COWZ | Pacer US Cash C... | 57.88 | +0.91% | 373.32K | +5.06% | 20.44M | 57.75 | 5.55% | Share |
| 9 | QQQ | Invesco QQQ Tru... | 584.09 | +0.58% | 42.46K | +2.27% | 19.91M | 269.76 | 5.41% | Share |
| 10 | JQUA | JPMorgan U.S. Q... | 62.83 | +1.27% | 297.62K | +5.97% | 16.81M | 53.2 | 4.56% | Share |
| 11 | JAAA | Janus Henderson... | 50.66 | -0.01% | 281.07K | +37.86% | 14.25M | 50.78 | 3.87% | Share |
| 12 | JHMM | John Hancock Mu... | 65.23 | +1.56% | 227.39K | +2.10% | 13.03M | 43.92 | 3.54% | Share |
| 13 | SDVY | First Trust SMI... | 38.64 | +1.90% | 374.51K | +5.65% | 12.55M | 32.84 | 3.41% | Share |
| 14 | RDVY | First Trust Ris... | 66.71 | +1.55% | 195.15K | +2.21% | 11.42M | 44.55 | 3.10% | Share |
| 15 | NOBL | ProShares S&P 5... | 105.03 | +1.66% | 111.31K | +1.28% | 11.37M | 84.36 | 3.09% | Share |
| 16 | SPYG | SPDR Portfolio ... | 102.90 | +0.48% | 127.89K | +1.50% | 10.28M | 72.09 | 2.79% | Share |
| 17 | USFR | WisdomTree Floa... | 50.32 | -0.02% | 197.08K | +3.75% | 9.92M | 50.29 | 2.69% | Share |
| 18 | HTRB | Hartford Total ... | 34.54 | +0.20% | 275.37K | +1.18% | 9.32M | 34.92 | 2.53% | Share |
| 19 | SPDW | SPDR Portfolio ... | 42.72 | +1.05% | 184.57K | +4.57% | 6.72M | 34.45 | 1.83% | Share |
| 20 | SMIZ | Zacks Trust | 37.52 | +1.44% | 178.76K | +100.00% | 5.41M | 30.26 | 1.47% | Share |
| 21 | AAPL | Apple Inc. | 230.03 | +1.43% | 19.52K | -2.56% | 4.34M | 181.44 | 1.18% | Share |
| 22 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 9.14K | +1.43% | 3.43M | 403.42 | 0.93% | Share |
| 23 | SPLG | SPDR Portfolio ... | 77.37 | +0.81% | 36.79K | +13.11% | 2.42M | 52.03 | 0.66% | Share |
| 24 | SPYV | SPDR Portfolio ... | 54.78 | +1.21% | 31.72K | -20.75% | 1.62M | 47.64 | 0.44% | Share |
| 25 | CSX | CSX Corporation | 32.85 | +2.50% | 48.17K | +8.80% | 1.42M | 20.26 | 0.39% | Share |
| 26 | TECH | Bio-Techne Corp... | 53.21 | +4.42% | 21.14K | +0.01% | 1.24M | 37.98 | 0.34% | Share |
| 27 | ABT | Abbott Laborato... | 132.65 | +2.54% | 7.88K | -0.52% | 1.05M | 63.52 | 0.28% | Share |
| 28 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 7.51K | -0.62% | 813.91K | 43.24 | 0.22% | Share |
| 29 | PGX | Invesco Preferr... | 11.81 | +0.43% | 63.53K | +16.14% | 712.8K | 12.78 | 0.19% | Share |
| 30 | LPLA | LPL Financial H... | 347.71 | +1.71% | 1.69K | +0.12% | 552.16K | 166.5 | 0.15% | Share |
| 31 | DGRO | iShares Core Di... | 68.03 | +1.04% | 8.48K | -5.39% | 523.84K | 61.34 | 0.14% | Share |
| 32 | CAT | Caterpillar Inc... | 431.35 | +1.99% | 1.52K | +0.40% | 502.69K | 156.55 | 0.14% | Share |
| 33 | QQQM | Invesco NASDAQ ... | 240.45 | +0.58% | 2.47K | +11.94% | 476.03K | 208.59 | 0.13% | Share |
| 34 | SCHD | Schwab U.S. Div... | 27.73 | +0.82% | 15.83K | 0.00% | 442.59K | 15.66 | 0.12% | Share |
| 35 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 1.75K | +0.06% | 430.41K | 134.85 | 0.12% | Share |
| 36 | ADP | Automatic Data ... | 298.03 | +1.93% | 1.31K | +0.54% | 398.98K | 201.91 | 0.11% | Share |
| 37 | CMF | iShares Califor... | 56.91 | +0.29% | 6.5K | -2.55% | 365.54K | 57.28 | 0.10% | Share |
| 38 | QUAL | iShares MSCI US... | 191.55 | +1.04% | 1.93K | -20.42% | 329.57K | 178.08 | 0.09% | Share |
| 39 | HSY | The Hershey Com... | 185.54 | -0.03% | 1.8K | 0.00% | 307.7K | 101.64 | 0.08% | Share |
| 40 | VTI | Vanguard Total ... | 324.77 | +0.92% | 1.06K | -12.35% | 292.78K | 289.81 | 0.08% | Share |
| 41 | JNJ | Johnson & Johns... | 178.50 | +1.54% | 1.74K | +1.34% | 288.48K | 142.51 | 0.08% | Share |
| 42 | ETN | Eaton Corporati... | 360.08 | -0.6% | 934 | +0.32% | 253.9K | 241.88 | 0.07% | Share |
| 43 | IAU | iShares Gold Tr... | 68.53 | -0.17% | 4.1K | -10.94% | 241.94K | 49.51 | 0.07% | Share |
| 44 | UNP | Union Pacific C... | 216.04 | +0.40% | 978 | 0.00% | 230.98K | 196.95 | 0.06% | Share |
| 45 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 1.2K | +2.92% | 227.93K | 218.56 | 0.06% | Share |
| 46 | GLD | SPDR Gold Share... | 334.70 | -0.17% | 776 | -25.6% | 223.6K | 242.13 | 0.06% | Share |