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Sanchez Wealth Management Group Buys iShares Core Dividend Growth ETF, Bristol-Myers Squibb Company, SPDR S&P 500 ETF Trust, Sells iShares Edge MSCI USA Value Factor ETF, Celgene Corp, Genesee & Wyoming Inc

Investment company Sanchez Wealth Management Group (Current Portfolio) buys iShares Core Dividend Growth ETF, Bristol-Myers Squibb Company, SPDR S&P 500 ETF Trust, Caterpillar Inc, Union Pacific Corp, sells iShares Edge MSCI USA Value Factor ETF, Celgene Corp, Genesee & Wyoming Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Sanchez Wealth Management Group. As of 2019Q4, Sanchez Wealth Management Group owns 20 stocks with a total value of $91 million. These are the details of the buys and sells.

For the details of Sanchez Wealth Management Group's stock buys and sells, go to https://www.gurufocus.com/guru/sanchez+wealth+management+group/current-portfolio/portfolio

These are the top 5 holdings of Sanchez Wealth Management Group
  1. iShares Russell 1000 Growth ETF (IWF) - 137,018 shares, 26.61% of the total portfolio. Shares reduced by 7.42%
  2. iShares Core S&P 500 ETF (IVV) - 46,737 shares, 16.68% of the total portfolio. Shares reduced by 2.3%
  3. Invesco S&P 500 Equal Weight ETF (RSP) - 91,507 shares, 11.69% of the total portfolio. Shares added by 2.09%
  4. iShares Russell 1000 Value ETF (IWD) - 75,939 shares, 11.44% of the total portfolio. Shares added by 2.81%
  5. iShares Edge MSCI Min Volatility USA ETF (USMV) - 141,049 shares, 10.22% of the total portfolio. Shares reduced by 4.4%
New Purchase: iShares Core Dividend Growth ETF (DGRO)

Sanchez Wealth Management Group initiated holding in iShares Core Dividend Growth ETF. The purchase prices were between $37.67 and $42.2, with an estimated average price of $40.29. The stock is now traded at around $42.72. The impact to a portfolio due to this purchase was 6.61%. The holding were 142,234 shares as of .

New Purchase: Bristol-Myers Squibb Company (BMY)

Sanchez Wealth Management Group initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $67.15. The impact to a portfolio due to this purchase was 0.57%. The holding were 8,003 shares as of .

New Purchase: Caterpillar Inc (CAT)

Sanchez Wealth Management Group initiated holding in Caterpillar Inc. The purchase prices were between $117.97 and $148.5, with an estimated average price of $140.03. The stock is now traded at around $146.08. The impact to a portfolio due to this purchase was 0.25%. The holding were 1,502 shares as of .

New Purchase: Union Pacific Corp (UNP)

Sanchez Wealth Management Group initiated holding in Union Pacific Corp. The purchase prices were between $151.47 and $181.41, with an estimated average price of $171.66. The stock is now traded at around $182.04. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,111 shares as of .

Added: SPDR S&P 500 ETF Trust (SPY)

Sanchez Wealth Management Group added to a holding in SPDR S&P 500 ETF Trust by 147.93%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $331.28. The impact to a portfolio due to this purchase was 0.43%. The holding were 2,038 shares as of .

Sold Out: iShares Edge MSCI USA Value Factor ETF (VLUE)

Sanchez Wealth Management Group sold out a holding in iShares Edge MSCI USA Value Factor ETF. The sale prices were between $78.54 and $90.11, with an estimated average price of $85.93.

Sold Out: Celgene Corp (CELG)

Sanchez Wealth Management Group sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Genesee & Wyoming Inc (GWR)

Sanchez Wealth Management Group sold out a holding in Genesee & Wyoming Inc. The sale prices were between $110.16 and $111.94, with an estimated average price of $111.13.



Here is the complete portfolio of Sanchez Wealth Management Group. Also check out:

1. Sanchez Wealth Management Group's Undervalued Stocks
2. Sanchez Wealth Management Group's Top Growth Companies, and
3. Sanchez Wealth Management Group's High Yield stocks
4. Stocks that Sanchez Wealth Management Group keeps buying

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