Sanchez Wealth Management Group Top Holdings and 13F Report (2024) About Sanchez Wealth Management GroupInvestment ActivitySanchez Wealth Management Group has $368.20 million in total holdings as of March 31, 2024.Sanchez Wealth Management Group owns shares of 46 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.08% of the portfolio was purchased this quarter.About 1.97% of the portfolio was sold this quarter.This quarter, Sanchez Wealth Management Group has purchased 49 new stocks and bought additional shares in 32 stocks.Sanchez Wealth Management Group sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings John Hancock Multifactor Large Cap ETF $32,549,605SPDR S&P 500 ETF Trust $29,302,458iShares Russell 1000 Growth ETF $29,129,545WisdomTree U.S. Quality Dividend Growth Fund $25,557,762iShares Core S&P 500 ETF $24,377,361 Largest New Holdings this Quarter 98888G204 - ZACKS TRUST $5,408,779 Holding Largest Purchases this Quarter ZACKS TRUST 178,765 shares (about $5.41M)Janus Henderson AAA CLO ETF 77,190 shares (about $3.91M)SPDR S&P 500 ETF Trust 3,311 shares (about $1.85M)iShares MSCI USA Momentum Factor ETF 8,304 shares (about $1.68M)PIMCO Multi Sector Bond Active ETF 49,211 shares (about $1.30M) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 8,304 shares (about $424.09K)Apple 513 shares (about $113.95K)iShares MSCI USA Quality Factor ETF 495 shares (about $84.57K)SPDR Gold Shares 267 shares (about $76.93K)Vanguard Total Stock Market ETF 150 shares (about $41.24K) 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$32,549,605$1,000,647 ▲3.2%482,7898.8%ETFSPYSPDR S&P 500 ETF Trust$29,302,458$1,852,136 ▲6.7%52,3838.0%FinanceIWFiShares Russell 1000 Growth ETF$29,129,545$882,867 ▲3.1%80,6717.9%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$25,557,762$1,067,409 ▲4.4%320,0326.9%ManufacturingIVViShares Core S&P 500 ETF$24,377,361$52,818 ▲0.2%43,3846.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$21,779,907$1,678,487 ▲8.4%107,7525.9%ETFPYLDPIMCO Multi Sector Bond Active ETF$20,939,225$1,296,711 ▲6.6%794,6575.7%ETFCOWZPacer US Cash Cows 100 ETF$20,443,058$983,709 ▲5.1%373,3215.6%ETFQQQInvesco QQQ$19,908,595$442,653 ▲2.3%42,4575.4%FinanceJQUAJPMorgan US Quality Factor ETF$16,806,307$947,284 ▲6.0%297,6154.6%ETFJAAAJanus Henderson AAA CLO ETF$14,253,182$3,914,297 ▲37.9%281,0733.9%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$13,029,666$267,707 ▲2.1%227,3933.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$12,546,118$670,878 ▲5.6%374,5073.4%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$11,423,845$246,863 ▲2.2%195,1463.1%ManufacturingNOBLProShares S&P 500 Aristocrats ETF$11,373,635$143,460 ▲1.3%111,3103.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$10,278,935$152,301 ▲1.5%127,8952.8%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$9,919,133$358,651 ▲3.8%197,0822.7%FinanceHTRBHartford Total Return Bond ETF$9,323,962$108,454 ▲1.2%275,3682.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,720,394$293,939 ▲4.6%184,5751.8%ETFZACKS TRUST$5,408,779$5,408,779 ▲New Holding178,7651.5%SMALL/MID CAPAAPLApple$4,335,609$113,955 ▼-2.6%19,5181.2%Computer and TechnologyMSFTMicrosoft$3,430,475$48,428 ▲1.4%9,1380.9%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,419,577$280,533 ▲13.1%36,7940.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,620,045$424,086 ▼-20.7%31,7220.4%ETFCSXCSX$1,417,602$114,688 ▲8.8%48,1690.4%TransportationTECHBio-Techne$1,239,127$117 ▲0.0%21,1350.3%MedicalABTAbbott Laboratories$1,045,535$5,439 ▼-0.5%7,8820.3%MedicalNVDANVIDIA$813,909$5,094 ▼-0.6%7,5100.2%Computer and TechnologyPGXInvesco Preferred ETF$712,798$99,073 ▲16.1%63,5290.2%ETFLPLALPL Financial$552,157$654 ▲0.1%1,6880.1%FinanceDGROiShares Core Dividend Growth ETF$523,839$29,840 ▼-5.4%8,4790.1%ETFCATCaterpillar$502,686$1,979 ▲0.4%1,5240.1%IndustrialsQQQMInvesco NASDAQ 100 ETF$476,030$50,769 ▲11.9%2,4660.1%ETFSCHDSchwab US Dividend Equity ETF$442,5880.0%15,8290.1%ETFJPMJPMorgan Chase & Co.$430,407$245 ▲0.1%1,7550.1%FinanceADPAutomatic Data Processing$398,979$2,138 ▲0.5%1,3060.1%Business ServicesCMFiShares California Muni Bond ETF$365,538$9,568 ▼-2.6%6,4950.1%ETFQUALiShares MSCI USA Quality Factor ETF$329,567$84,570 ▼-20.4%1,9290.1%ETFHSYHershey$307,7010.0%1,7990.1%Consumer StaplesVTIVanguard Total Stock Market ETF$292,779$41,236 ▼-12.3%1,0650.1%ETFJNJJohnson & Johnson$288,484$3,813 ▲1.3%1,7400.1%MedicalETNEaton$253,904$816 ▲0.3%9340.1%IndustrialsIAUiShares Gold Trust$241,943$29,712 ▼-10.9%4,1040.1%FinanceUNPUnion Pacific$230,9840.0%9780.1%TransportationAMZNAmazon.com$227,931$6,469 ▲2.9%1,1980.1%Retail/WholesaleGLDSPDR Gold Shares$223,597$76,934 ▼-25.6%7760.1%FinanceCALFPacer US Small Cap Cash Cows ETF$0$5,680,088 ▼-100.0%00.0%ETFRSPInvesco S&P 500 Equal Weight ETF$0$282,647 ▼-100.0%00.0%ETFAVGOBroadcom$0$256,262 ▼-100.0%00.0%Computer and TechnologyLMTLockheed Martin$0$211,722 ▼-100.0%00.0%AerospaceShowing 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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