Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- Latest filing
- Jul 27, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 29, 2021. Long positions only.
- Positions
- 31
- No 13F data for Q4 2020
- Portfolio value
- $196.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 121,037 | $29.4M | 15.0% | – | – | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 513,726 | $26.1M | 13.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 81,189 | $25.9M | 13.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 173,111 | $21.1M | 10.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,042 | $16.3M | 8.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 347,593 | $13.2M | 6.7% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 61,796 | $9.94M | 5.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 24,411 | $9.68M | 4.9% | – | – | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 201,072 | $9.20M | 4.7% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 90,762 | $7.83M | 4.0% | – | – | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 137,539 | $6.76M | 3.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 115,626 | $5.58M | 2.8% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 42,754 | $2.44M | 1.2% | – | – | – |
| TECHBIO-TECHNE Corp | COM | 6,268 | $2.39M | 1.2% | – | – | History |
| CSXCSX Corp | Stock | 14,739 | $1.42M | 0.7% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 28,863 | $1.34M | 0.7% | – | – | – |
| ABTAbbott Laboratories | Stock | 8,348 | $1.00M | 0.5% | – | – | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 15,797 | $891.0K | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 7,073 | $864.0K | 0.4% | – | – | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 52,240 | $784.0K | 0.4% | – | – | – |
| BABoeing Co | Stock | 2,605 | $664.0K | 0.3% | – | – | History |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 10,088 | $596.0K | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 9,420 | $595.0K | 0.3% | – | – | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 18,134 | $524.0K | 0.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $385.0K | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 1,547 | $359.0K | 0.2% | – | – | History |
| HSYHershey Co | COM | 2,027 | $321.0K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,865 | $307.0K | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,101 | $243.0K | 0.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 897 | $211.0K | 0.1% | – | – | History |
| LPLALPL Financial Holdings Inc. | COM | 1,420 | $202.0K | 0.1% | – | – | History |