SW
| |
Sanchez Wealth Management Group13F | |
| Sanchez Wealth Management Group | |
| Last update 2025-04-16 | 46 Stocks (1 new) |
| Value $368.00 Mil | Turnover 6 % |
Sanchez Wealth Management Grou... Top Holdings of 2025-03-31
View Full List
| 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
John Hancock Multifactor Large Cap ETF
| 482,789 | 32,549.6 | +3.17% | 8.840 | +0.27% | 3.590 | +14.93% | +6.64% | 993.8 | ||
SPY | SPDR S&P 500 ETF Trust | 52,383 | 29,302.5 | +6.75% | 7.960 | +0.50% | 0.000 | +15.85% | +6.89% | 640,479.0 | ||
IWF | iShares Russell 1000 Growth ETF | 80,671 | 29,129.5 | +3.13% | 7.910 | +0.24% | 0.030 | +21.35% | +6.54% | 112,361.7 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 320,032 | 25,557.8 | +4.36% | 6.940 | +0.29% | 0.170 | +11.05% | +5.67% | 15,959.3 | ||
IVV | iShares Core S&P 500 ETF | 43,384 | 24,377.4 | +0.22% | 6.620 | +0.01% | 0.000 | +15.96% | +7.00% | 621,627.4 | ||
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 107,752 | 21,779.9 | +8.35% | 5.920 | +0.46% | 0.160 | +20.54% | +15.22% | 17,523.9 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 794,657 | 20,939.2 | +6.60% | 5.690 | +0.35% | 0.510 | +3.68% | +4.43% | 5,789.3 | ||
COWZ | Pacer US Cash Cows 100 ETF | 373,321 | 20,443.1 | +5.06% | 5.550 | +0.27% | 0.090 | +12.35% | +0.63% | 21,164.1 | ||
QQQ | INVESCO QQQ Trust | 42,457 | 19,908.6 | +2.27% | 5.410 | +0.12% | 0.010 | +21.17% | +8.60% | 355,629.9 | ||
JQUA | JPMorgan U.S. Quality Factor ETF | 297,615 | 16,806.3 | +5.97% | 4.560 | +0.26% | 0.300 | +10.96% | +5.44% | 6,733.5 |
Sanchez Wealth Management Group's Historical Top Holdings Breakdowns
Sanchez Wealth Management Group's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | Sold Out Sold Out | -1.55% | 36.64 ($41.46) 45.76 | $41.06 | -0.96% | Sold Out | 0 | -129,064 | |
SMIZ | Zacks Small/Mid Cap ETF | 2025-03-31 | New Buy New Buy | +1.47% | 29.58 ($32.64) 34.81 | $34.27 | 4.98% | New holding | 178,765 | 178,765 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +1.06% | 50.48 ($50.78) 51.04 | $50.64 | -0.28% | Add 37.86% | 281,073 | 77,190 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.50% | 551.42 ($587.78) 612.93 | $622.74 | 5.95% | Add 6.75% | 52,383 | 3,311 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-03-31 | Add Add | +0.46% | 196.12 ($213.69) 229.48 | $237.94 | 11.35% | Add 8.35% | 107,752 | 8,304 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.35% | 25.77 ($26.17) 26.48 | $26.32 | 0.55% | Add 6.6% | 794,657 | 49,211 | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 2025-03-31 | Add Add | +0.29% | 78 ($81.92) 84.37 | $84.89 | 3.63% | Add 4.36% | 320,032 | 13,366 | |
JHML |
John Hancock Multifactor Large Cap ETF
John Hancock Multifactor Large Cap ETF
| 2025-03-31 | Add Add | +0.27% | 66.07 ($70.32) 73.03 | $73.89 | 5.08% | Add 3.17% | 482,789 | 14,842 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Add Add | +0.27% | 53.6 ($56.92) 58.97 | $56.36 | -0.98% | Add 5.06% | 373,321 | 17,964 | |
JQUA | JPMorgan U.S. Quality Factor ETF | 2025-03-31 | Add Add | +0.26% | 55.41 ($58.41) 60.74 | $60.03 | 2.77% | Add 5.97% | 297,615 | 16,775 |
Sanchez Wealth Management Group Total Holding History ($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
- 1
Sanchez Wealth Management Group's Hypothetical Growth since 2025-03-31
Sanchez Wealth Management Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sanchez Wealth Management Group's Holdings Heat Map
Size field:
Sanchez Wealth Management Group's Holdings Bubble Chart
Sanchez Wealth Management Group News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers