Sanchez Wealth Management Group Buys iShares Edge MSCI USA Value Factor, Johnson & Johnson, Union Pacific Corp, Sells SPDR S&P 500

May 06, 2019

Investment company Sanchez Wealth Management Group buys iShares Edge MSCI USA Value Factor, Johnson & Johnson, Union Pacific Corp, sells SPDR S&P 500 during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Sanchez Wealth Management Group. As of 2019Q1, Sanchez Wealth Management Group owns 22 stocks with a total value of $88 million. These are the details of the buys and sells.

New Purchases: JNJ, UNP,
Added Positions: VLUE, IVV, USMV, IWF, IWD, CSX, AAPL, CAT,
Reduced Positions: SPY, HDV,

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

iShares Russell 1000 Growth (IWF) - 138,965 shares, 24.03% of the total portfolio. Shares added by 1.40%
iShares Core S&P 500 (IVV) - 43,717 shares, 14.21% of the total portfolio. Shares added by 7.21%
Invesco S&P 500 Equal Weight (RSP) - 83,439 shares, 9.96% of the total portfolio. Shares added by 0.69%
iShares Edge MSCI USA Value Factor (VLUE) - 108,662 shares, 9.92% of the total portfolio. Shares added by 80.53%
iShares Russell 1000 Value (IWD) - 69,502 shares, 9.81% of the total portfolio. Shares added by 1.40%

New Purchase: Johnson & Johnson (JNJ)

Sanchez Wealth Management Group initiated holding in Johnson & Johnson. The purchase prices were between $125.72 and $139.79, with an estimated average price of $133.86. The stock is now traded at around $140.35. The impact to a portfolio due to this purchase was 0.25%. The holding were 1,589 shares as of .

New Purchase: Union Pacific Corp (UNP)

Sanchez Wealth Management Group initiated holding in Union Pacific Corp. The purchase prices were between $132.68 and $171.33, with an estimated average price of $160.69. The stock is now traded at around $177.70. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,229 shares as of .

Added: iShares Edge MSCI USA Value Factor (VLUE)

Sanchez Wealth Management Group added to a holding in iShares Edge MSCI USA Value Factor by 80.53%. The purchase prices were between $71.93 and $82.24, with an estimated average price of $79.16. The stock is now traded at around $81.71. The impact to a portfolio due to this purchase was 4.43%. The holding were 108,662 shares as of .

Reduced: SPDR S&P 500 (SPY)

Sanchez Wealth Management Group reduced to a holding in SPDR S&P 500 by 26.56%. The sale prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $290.55. The impact to a portfolio due to this sale was -0.1%. Sanchez Wealth Management Group still held 813 shares as of .

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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