SW
| |
Sanchez Wealth Management Group13F | |
| Sanchez Wealth Management Group | |
| Last update 2024-11-05 | 40 Stocks (3 new) |
| Value $328.00 Mil | Turnover 8 % |
| Portfolio Report | |
Sanchez Wealth Management Grou... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHML | John Hancock Multifactor Large Cap ETF | 424,503 | 29477.490 | +4.67% | 8.980 | +0.40% | 3.080 | +12.25% | +22.77% | 994.556 | ||
IWF | iShares Russell 1000 Growth ETF | 72,176 | 27093.300 | -0.43% | 8.260 | -0.04% | 0.030 | +15.14% | +31.66% | 103746.369 | ||
SPY | S&P 500 ETF TRUST ETF | 44,804 | 25706.510 | +8.05% | 7.830 | +0.58% | 0.000 | +12.13% | +25.80% | 617859.446 | ||
DGRW | WisdomTree U.S. Dividend Growth Fund | 293,207 | 24397.760 | -0.97% | 7.440 | -0.07% | 0.170 | +9.39% | +20.86% | 15028.709 | ||
IVV | iShares Core S&P 500 ETF | 40,882 | 23581.100 | +0.27% | 7.190 | +0.02% | 0.000 | +12.06% | +25.79% | 566020.445 | ||
COWZ | Pacer US Cash Cows 100 ETF | 333,084 | 19262.240 | +4.59% | 5.870 | +0.26% | 0.080 | +9.90% | +15.17% | 26151.583 | ||
PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | 718,807 | 19156.180 | +5.66% | 5.840 | +0.31% | 1.920 | -0.29% | +1.34% | 975.578 | ||
QQQ | INVESCO QQQ Trust | 37,825 | 18461.060 | +5.18% | 5.630 | +0.28% | 0.010 | +13.70% | +25.33% | 312394.380 | ||
MTUM | iShares MSCI USA Momentum Factor ETF | 89,454 | 18137.650 | +19.43% | 5.530 | +0.90% | 0.180 | +14.72% | +35.39% | 10812.304 | ||
JQUA | JPMorgan U.S. Quality Factor ETF | 271,073 | 15334.610 | +4.81% | 4.670 | +0.21% | 0.300 | +11.78% | +22.94% | 5312.351 |
Sanchez Wealth Management Group's Historical Top Holdings Breakdowns
Sanchez Wealth Management Group's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
USFR | WisdomTree Floating Rate Treasury Fund | 2024-09-30 | Reduce | -3.61% | 50.2 ($50.35) 50.48 | $50.34 | -0.01% | Reduce -49.74% | 223,946 | -221,604 | |
FIXD | First Trust TCW Opportunistic Fixed Income ETF | 2024-09-30 | Sold Out | -2.85% | 42.87 ($44.59) 45.76 | $43.40 | -2.67% | Sold Out | 0 | -204,356 | |
HTRB | Hartford Total Return Bond ETF | 2024-09-30 | New Buy | +2.84% | 33.29 ($34.5) 35.33 | $33.68 | -2.37% | New holding | 266,994 | 266,994 | |
JAAA | Janus Henderson AAA CLO ETF | 2024-09-30 | New Buy | +1.80% | 50.52 ($50.76) 50.95 | $50.78 | 0.04% | New holding | 115,843 | 115,843 | |
MTUM | iShares MSCI USA Momentum Factor ETF | 2024-09-30 | Add | +0.90% | 175.46 ($193.66) 203.3 | $212.42 | 9.69% | Add 19.43% | 89,454 | 14,553 | |
SPY | S&P 500 ETF TRUST ETF | 2024-09-30 | Add | +0.58% | 517.38 ($552.93) 573.76 | $597.38 | 8.04% | Add 8.05% | 44,804 | 3,338 | |
SPDW | SPDR Portfolio Developed World ex-US ETF | 2024-09-30 | Reduce | -0.51% | 33.74 ($36.1) 37.96 | $35.25 | -2.35% | Reduce -15.17% | 252,098 | -45,096 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2024-09-30 | Add | +0.43% | 73.38 ($79.93) 84.1 | $87.51 | 9.48% | Add 23.06% | 91,281 | 17,105 | |
JHML | John Hancock Multifactor Large Cap ETF | 2024-09-30 | Add | +0.40% | 62.62 ($66.57) 69.44 | $72.20 | 8.46% | Add 4.67% | 424,503 | 18,933 | |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 2024-09-30 | Reduce | -0.35% | 32.65 ($34.91) 36.69 | $38.73 | 10.96% | Reduce -8.38% | 351,750 | -32,192 |
Sanchez Wealth Management Group Total Holding History ($B)
Sanchez Wealth Management Group's Asset Allocation
Sanchez Wealth Management Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sanchez Wealth Management Group's Hypothetical Growth since 2024-09-30
Sanchez Wealth Management Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sanchez Wealth Management Group's Holdings Heat Map
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Sanchez Wealth Management Group's Holdings Bubble Chart
Sanchez Wealth Management Group News
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