Sanchez Wealth Management Group

CIK Number: 0001697740

368.2M
Market Value
49
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 JHML John Hancock Mu...
72.59
+0.27% 467.95K +10.23% 32.59M 43.96 8.90%
2 IWF iShares Russell...
419.42
+0.96% 78.23K +8.38% 31.41M 161.3 8.58%
3 SPY SPDR S&P 500 ET...
611.96
+0.80% 49.07K +9.53% 28.76M 429.2 7.86%
4 IVV iShares Core S&...
614.96
+0.82% 43.29K +5.89% 25.48M 279.39 6.96%
5 DGRW WisdomTree U.S....
82.94
+0.62% 306.67K +4.59% 24.82M 63.83 6.78%
6 QQQ Invesco QQQ Tru...
546.29
+0.95% 41.51K +9.75% 21.22M 265.23 5.80%
7 MTUM iShares MSCI US...
237.23
+0.86% 99.45K +11.17% 20.58M 142.19 5.62%
8 COWZ Pacer US Cash C...
54.78
+0.81% 355.36K +6.69% 20.07M 57.9 5.48%
9 PYLD PIMCO ETF Trust...
26.50
+0.17% 745.45K +3.71% 19.32M 25.72 5.28%
10 JQUA JPMorgan U.S. Q...
59.49
+0.60% 280.84K +3.60% 16.08M 53.01 4.39%
11 JHMM John Hancock Mu...
60.69
+0.64% 222.72K +20.11% 13.3M 43.64 3.63%
12 SDVY First Trust SMI...
35.21
+1.06% 354.48K +0.78% 12.71M 32.8 3.47%
13 RDVY First Trust Ris...
62.10
+0.66% 190.93K +9.91% 11.29M 44.24 3.08%
14 SPYG SPDR Portfolio ...
94.26
+0.96% 126K +38.04% 11.08M 71.96 3.03%
15 NOBL ProShares S&P 5...
99.88
+0.71% 109.91K +16.82% 10.94M 84.13 2.99%
16 JAAA Janus Henderson...
50.72
+0.12% 203.88K +76.00% 10.34M 50.81 2.82%
17 USFR WisdomTree Floa...
50.29
0.00% 189.96K -15.18% 9.56M 50.29 2.61%
18 HTRB Hartford Total ...
33.91
+0.31% 272.17K +1.94% 9.07M 34.93 2.48%
19 SPDW SPDR Portfolio ...
40.12
+1.20% 176.5K -29.99% 6.02M 34.36 1.65%
20 CALF Pacer US Small ...
39.80
+1.17% 129.06K +9.39% 5.68M 48.21 1.55%
21 AAPL Apple Inc.
201.21
-0.18% 20.03K +175.64% 5.02M 181.44 1.37%
22 MSFT Microsoft Corpo...
497.50
+1.06% 9.01K +871.84% 3.8M 403.82 1.04%
23 SPLG SPDR Portfolio ...
72.20
+0.80% 32.53K +2.62% 2.24M 50.23 0.61%
24 SPYV SPDR Portfolio ...
51.93
+0.56% 40.03K +320.93% 2.05M 47.64 0.56%
25 TECH Bio-Techne Corp...
52.87
+1.89% 21.13K -1.26% 1.52M 37.98 0.42%
26 CSX CSX Corporation
32.60
+0.34% 44.27K +0.10% 1.43M 19.46 0.39%
27 NVDA NVIDIA Corporat...
155.10
+0.51% 7.56K +16.98% 1.01M 43.24 0.28%
28 ABT Abbott Laborato...
133.70
-2.69% 7.92K -8.93% 896.15K 63.52 0.24%
29 PGX Invesco Preferr...
11.15
+0.77% 54.7K -1.19% 630.68K 13.04 0.17%
30 CAT Caterpillar Inc...
382.01
+2.81% 1.52K -2.75% 550.74K 155.86 0.15%
31 LPLA LPL Financial H...
364.40
+0.96% 1.69K +2.12% 550.61K 166.3 0.15%
32 DGRO iShares Core Di...
63.44
+0.69% 8.96K +100.00% 549.7K 61.34 0.15%
33 QQQM Invesco NASDAQ ...
224.86
+0.96% 2.2K +100.00% 463.66K 210.45 0.13%
34 SCHD Schwab U.S. Div...
26.39
+0.71% 15.83K +200.02% 432.46K 15.66 0.12%
35 QUAL iShares MSCI US...
180.45
+0.60% 2.42K +100.00% 431.7K 178.08 0.12%
36 JPM JPMorgan Chase ...
288.83
+1.68% 1.75K +0.52% 420.46K 134.79 0.11%
37 CMF iShares Califor...
55.64
-0.01% 6.67K +100.00% 381.77K 57.28 0.10%
38 ADP Automatic Data ...
303.09
+1.64% 1.3K +0.54% 380.25K 201.35 0.10%
39 VTI Vanguard Total ...
302.04
+0.90% 1.22K +100.00% 352.12K 289.81 0.10%
40 ETN Eaton Corporati...
348.68
+1.85% 931 +0.32% 308.82K 241.79 0.08%
41 HSY The Hershey Com...
166.98
-0.33% 1.8K 0.00% 304.68K 101.64 0.08%
42 RSP Invesco S&P 500...
180.32
+0.81% 1.61K +100.00% 282.65K 175.23 0.08%
43 AVGO Broadcom Inc.
270.21
+2.10% 1.1K +100.00% 256.26K 231.84 0.07%
44 AMZN Amazon.com, Inc...
217.26
+2.49% 1.16K +100.00% 255.37K 219.39 0.07%
45 GLD SPDR Gold Share...
306.79
-0.11% 1.04K +100.00% 252.54K 242.13 0.07%
46 JNJ Johnson & Johns...
152.17
-0.07% 1.72K -1.72% 248.31K 142.2 0.07%
47 IAU iShares Gold Tr...
62.80
-0.09% 4.61K +100.00% 228.12K 49.51 0.06%
48 UNP Union Pacific C...
229.69
+1.27% 978 0.00% 222.97K 196.95 0.06%
49 LMT Lockheed Martin...
458.13
-0.06% 436 +0.46% 211.72K 466.8 0.06%