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Size ($ in 1000's)
At 12/31/2023: $274,383 At 09/30/2023: $247,881
Sanchez Wealth Management Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sanchez Wealth Management Group 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Sanchez Wealth Management Group top holdings by largest position size, as per the latest 13f filing made by Sanchez Wealth Management Group.
In the Sanchez Wealth Management Group-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sanchez Wealth Management Group in that top holding, then the share count change between reporting periods, and finally the Sanchez Wealth Management Group top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
WISDOMTREE TR |
768,697 |
-195,790 |
$38,619 | USFR | 768,697 | -195,790 | $38,619 | SPDR SER TR (SPYV) |
499,249 |
-10,970 |
$23,280 | SPYV | 499,249 | -10,970 | $23,280 | JOHN HANCOCK EXCHANGE TRADED (JHML) |
393,474 |
-86,715 |
$23,140 | JHML | 393,474 | -86,715 | $23,140 | ISHARES TR (IWF) |
72,970 |
-16,280 |
$22,122 | IWF | 72,970 | -16,280 | $22,122 | ISHARES TR (IVV) |
40,742 |
-283 |
$19,460 | IVV | 40,742 | -283 | $19,460 | WISDOMTREE TR |
246,618 |
+83,648 |
$17,332 | DGRW | 246,618 | +83,648 | $17,332 | PIMCO ETF TR (PYLD) |
655,403 |
+655,403 |
$16,821 | PYLD | 655,403 | +655,403 | $16,821 | SPDR S&P 500 ETF TR (SPY) |
33,237 |
+226 |
$15,798 | SPY | 33,237 | +226 | $15,798 | INVESCO QQQ TR |
34,744 |
+1,795 |
$14,228 | QQQ | 34,744 | +1,795 | $14,228 | FIRST TR EXCHANGE TRADED FD (SDVY) |
391,301 |
+391,301 |
$12,823 | SDVY | 391,301 | +391,301 | $12,823 | ISHARES TR (MTUM) |
70,389 |
-98 |
$11,043 | MTUM | 70,389 | -98 | $11,043 | FIRST TR EXCHANGE TRADED FD (RDVY) |
179,942 |
-136,448 |
$9,298 | RDVY | 179,942 | -136,448 | $9,298 | FIRST TR EXCHNG TRADED FD VI (FIXD) |
204,558 |
-156,612 |
$9,124 | FIXD | 204,558 | -156,612 | $9,124 | PROSHARES TR (NOBL) |
94,605 |
+645 |
$9,006 | NOBL | 94,605 | +645 | $9,006 | JOHN HANCOCK EXCHANGE TRADED (JHMM) |
170,694 |
+18,356 |
$8,989 | JHMM | 170,694 | +18,356 | $8,989 | SPDR INDEX SHS FDS (SPDW) |
207,837 |
+207,837 |
$7,068 | SPDW | 207,837 | +207,837 | $7,068 | SPDR SER TR (SPYG) |
58,244 |
+1,578 |
$3,789 | SPYG | 58,244 | +1,578 | $3,789 | BIO TECHNE CORP |
21,528 |
-205 |
$1,661 | TECH | 21,528 | -205 | $1,661 | CSX CORP |
47,101 |
+38 |
$1,633 | CSX | 47,101 | +38 | $1,633 | APPLE INC |
7,237 |
-175 |
$1,393 | AAPL | 7,237 | -175 | $1,393 | SPDR SER TR (SPLG) |
23,354 |
+4,858 |
$1,305 | SPLG | 23,354 | +4,858 | $1,305 | ABBOTT LABS |
8,610 |
+44 |
$948 | ABT | 8,610 | +44 | $948 | INVESCO EXCH TRADED FD TR II (PGX) |
59,695 |
+9,804 |
$685 | PGX | 59,695 | +9,804 | $685 | BOEING CO |
2,430 |
UNCH |
$633 | BA | 2,430 | UNCH | $633 | NVIDIA CORPORATION |
1,154 |
UNCH |
$571 | NVDA | 1,154 | UNCH | $571 | CATERPILLAR INC |
1,542 |
+8 |
$456 | CAT | 1,542 | +8 | $456 | SCHWAB STRATEGIC TR |
5,276 |
UNCH |
$402 | SCHD | 5,276 | UNCH | $402 | LPL FINL HLDGS INC |
1,645 |
+65 |
$374 | LPLA | 1,645 | +65 | $374 | BRISTOL MYERS SQUIBB CO |
7,049 |
+129 |
$362 | BMY | 7,049 | +129 | $362 | MICROSOFT CORP |
904 |
-90 |
$340 | MSFT | 904 | -90 | $340 | HERSHEY CO |
1,799 |
UNCH |
$335 | HSY | 1,799 | UNCH | $335 | JPMORGAN CHASE & CO |
1,819 |
-15 |
$309 | JPM | 1,819 | -15 | $309 | AUTOMATIC DATA PROCESSING IN |
1,270 |
+6 |
$296 | ADP | 1,270 | +6 | $296 | JOHNSON & JOHNSON |
1,772 |
-109 |
$278 | JNJ | 1,772 | -109 | $278 | UNION PACIFIC CORP |
978 |
-137 |
$240 | UNP | 978 | -137 | $240 |
See Full List: All Stocks Held By Sanchez Wealth Management Group
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Sanchez Wealth Management Group
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