Sanchez Wealth Management Group Top Holdings and 13F Report (2024) About Sanchez Wealth Management GroupInvestment ActivitySanchez Wealth Management Group has $366.02 million in total holdings as of March 31, 2024.Sanchez Wealth Management Group owns shares of 49 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 11.52% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Sanchez Wealth Management Group has purchased 40 new stocks and bought additional shares in 30 stocks.Sanchez Wealth Management Group sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings John Hancock Multifactor Large Cap ETF $32,592,503iShares Russell 1000 Growth ETF $31,413,958SPDR S&P 500 ETF Trust $28,760,152iShares Core S&P 500 ETF $25,483,934WisdomTree U.S. Quality Dividend Growth Fund $24,818,484 Largest New Holdings this Quarter iShares Core Dividend Growth ETF $549,704 HoldingInvesco NASDAQ 100 ETF $463,664 HoldingiShares MSCI USA Quality Factor ETF $431,699 HoldingiShares California Muni Bond ETF $381,771 HoldingVanguard Total Stock Market ETF $352,121 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 88,040 shares (about $4.46M)Microsoft 8,082 shares (about $3.41M)Apple 12,764 shares (about $3.20M)SPDR Portfolio S&P 500 Growth ETF 34,719 shares (about $3.05M)John Hancock Multifactor Large Cap ETF 43,444 shares (about $3.03M) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 75,596 shares (about $2.58M)WisdomTree Bloomberg Floating Rate Treasury Fund 33,990 shares (about $1.71M)Abbott Laboratories 777 shares (about $87.88K)Bio-Techne 269 shares (about $19.38K)Caterpillar 43 shares (about $15.60K) 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$32,592,503$3,025,874 ▲10.2%467,9478.9%ETFIWFiShares Russell 1000 Growth ETF$31,413,958$2,429,556 ▲8.4%78,2268.6%ETFSPYSPDR S&P 500 ETF Trust$28,760,152$2,501,392 ▲9.5%49,0727.9%FinanceIVViShares Core S&P 500 ETF$25,483,934$1,417,540 ▲5.9%43,2907.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$24,818,484$1,089,237 ▲4.6%306,6666.8%ManufacturingQQQInvesco QQQ$21,222,482$1,885,398 ▲9.8%41,5135.8%FinanceMTUMiShares MSCI USA Momentum Factor ETF$20,577,859$2,067,966 ▲11.2%99,4485.6%ETFCOWZPacer US Cash Cows 100 ETF$20,070,525$1,257,977 ▲6.7%355,3575.5%ETFPYLDPIMCO Multi Sector Bond Active ETF$19,321,920$690,481 ▲3.7%745,4465.3%ETFJQUAJPMorgan US Quality Factor ETF$16,083,701$559,356 ▲3.6%280,8404.4%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$13,303,097$2,227,327 ▲20.1%222,7213.6%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$12,708,146$97,906 ▲0.8%354,4813.5%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$11,291,534$1,018,568 ▲9.9%190,9293.1%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$11,075,430$3,051,808 ▲38.0%126,0003.0%ETFNOBLProShares S&P 500 Aristocrats ETF$10,941,092$1,574,973 ▲16.8%109,9063.0%ETFJAAAJanus Henderson AAA CLO ETF$10,338,885$4,464,499 ▲76.0%203,8832.8%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$9,558,588$1,710,377 ▼-15.2%189,9562.6%FinanceHTRBHartford Total Return Bond ETF$9,071,263$172,349 ▲1.9%272,1652.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,024,034$2,580,100 ▼-30.0%176,5021.6%ETFCALFPacer US Small Cap Cash Cows 100 ETF$5,680,088$487,805 ▲9.4%129,0641.6%ETFAAPLApple$5,016,120$3,196,333 ▲175.6%20,0311.4%Computer and TechnologyMSFTMicrosoft$3,797,479$3,406,729 ▲871.8%9,0091.0%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,242,464$57,358 ▲2.6%32,5280.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,046,921$1,560,633 ▲320.9%40,0260.6%ETFTECHBio-Techne$1,522,223$19,376 ▼-1.3%21,1330.4%MedicalCSXCSX$1,428,642$1,355 ▲0.1%44,2720.4%TransportationNVDANVIDIA$1,014,800$147,312 ▲17.0%7,5570.3%Computer and TechnologyABTAbbott Laboratories$896,146$87,884 ▼-8.9%7,9230.2%MedicalPGXInvesco Preferred ETF$630,684$7,587 ▼-1.2%54,6990.2%ETFCATCaterpillar$550,739$15,601 ▼-2.8%1,5180.2%Industrial ProductsLPLALPL Financial$550,613$11,430 ▲2.1%1,6860.2%FinanceDGROiShares Core Dividend Growth ETF$549,704$549,704 ▲New Holding8,9620.2%ETFQQQMInvesco NASDAQ 100 ETF$463,664$463,664 ▲New Holding2,2030.1%ETFSCHDSchwab US Dividend Equity ETF$432,457$288,314 ▲200.0%15,8290.1%ETFQUALiShares MSCI USA Quality Factor ETF$431,699$431,699 ▲New Holding2,4240.1%ETFJPMJPMorgan Chase & Co.$420,464$2,157 ▲0.5%1,7540.1%FinanceCMFiShares California Muni Bond ETF$381,771$381,771 ▲New Holding6,6650.1%ETFADPAutomatic Data Processing$380,254$2,049 ▲0.5%1,2990.1%Business ServicesVTIVanguard Total Stock Market ETF$352,121$352,121 ▲New Holding1,2150.1%ETFETNEaton$308,816$995 ▲0.3%9310.1%Industrial ProductsHSYHershey$304,6790.0%1,7990.1%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$282,647$282,647 ▲New Holding1,6130.1%ETFAVGOBroadcom$256,262$256,262 ▲New Holding1,1050.1%Computer and TechnologyAMZNAmazon.com$255,370$255,370 ▲New Holding1,1640.1%Retail/WholesaleGLDSPDR Gold Shares$252,543$252,543 ▲New Holding1,0430.1%FinanceJNJJohnson & Johnson$248,311$4,339 ▼-1.7%1,7170.1%MedicalIAUiShares Gold Trust$228,118$228,118 ▲New Holding4,6080.1%FinanceUNPUnion Pacific$222,9670.0%9780.1%TransportationLMTLockheed Martin$211,722$971 ▲0.5%4360.1%AerospaceEXASExact Sciences$0$210,559 ▼-100.0%00.0%MedicalShowing 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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