Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- Latest filing
- Jul 27, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 19, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 34
- +1 vs. Q4 2021
- Portfolio value
- $237.8M
- +$709.0K (+0.3%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LPLALPL Financial Holdings Inc. | COM | 1,500 | $274.0K | 0.1% | +2+0.1% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 1,226 | $279.0K | 0.1% | +6+0.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 943 | $291.0K | 0.1% | +1+0.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 1,101 | $301.0K | 0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 1,153 | $315.0K | 0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 1,781 | $316.0K | 0.1% | +9+0.5% | Added | History |
| CATCaterpillar Inc | Stock | 1,579 | $352.0K | 0.1% | +9+0.6% | Added | History |
| HSYHershey Co | COM | 1,902 | $412.0K | 0.2% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,276 | $416.0K | 0.2% | 00.0% | Unchanged | – |
| BABoeing Co | Stock | 2,605 | $499.0K | 0.2% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 6,894 | $503.0K | 0.2% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 45,022 | $611.0K | 0.3% | −84−0.2% | Reduced | – |
| ABTAbbott Laboratories | Stock | 8,338 | $987.0K | 0.4% | +30+0.4% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 19,093 | $1.01M | 0.4% | −168−0.9% | Reduced | – |
| AAPLApple Inc. | Stock | 7,208 | $1.26M | 0.5% | −10.0% | Reduced | History |
| CSXCSX Corp | Stock | 43,927 | $1.65M | 0.7% | −345−0.8% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 25,349 | $1.68M | 0.7% | +5,760+29.4% | Added | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 76,508 | $2.10M | 0.9% | +1,037+1.4% | Added | – |
| TECHBIO-TECHNE Corp | COM | 5,649 | $2.45M | 1.0% | +3+0.1% | Added | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 45,695 | $2.91M | 1.2% | +1,653+3.8% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 107,482 | $5.27M | 2.2% | +107,482 | New | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 113,895 | $6.08M | 2.6% | +245+0.2% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 148,630 | $7.81M | 3.3% | +2,403+1.6% | Added | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 94,731 | $8.99M | 3.8% | +1,188+1.3% | Added | – |
| GLDSPDR Gold Trust | ETF | 63,635 | $11.5M | 4.8% | +63,635 | New | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 259,093 | $11.6M | 4.9% | +4,991+2.0% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 69,704 | $11.7M | 4.9% | +1,227+1.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 29,690 | $13.4M | 5.6% | +912+3.2% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 41,403 | $18.8M | 7.9% | +104+0.3% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 519,237 | $21.7M | 9.1% | +8,445+1.7% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 62,866 | $22.8M | 9.6% | +938+1.5% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 176,303 | $23.7M | 10.0% | +2,623+1.5% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 93,798 | $26.0M | 11.0% | +60.0% | Added | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 523,913 | $29.7M | 12.5% | +7,237+1.4% | Added | – |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 103,817 | $6.12M | 2.6% | – |