Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- Latest filing
- Jul 27, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 16, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 46
- −3 vs. Q4 2024
- Portfolio value
- $368.2M
- +$2.18M (+0.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 776 | $223.6K | 0.1% | −267−25.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,198 | $227.9K | 0.1% | +34+2.9% | Added | History |
| UNPUnion Pacific Corp | Stock | 978 | $231.0K | 0.1% | 00.0% | Unchanged | History |
| IAUiShares Gold Trust | ETF | 4,104 | $241.9K | 0.1% | −504−10.9% | Reduced | History |
| ETNEaton Corp plc | Stock | 934 | $253.9K | 0.1% | +3+0.3% | Added | History |
| JNJJohnson & Johnson | Stock | 1,740 | $288.5K | 0.1% | +23+1.3% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,065 | $292.8K | 0.1% | −150−12.3% | Reduced | – |
| HSYHershey Co | COM | 1,799 | $307.7K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,929 | $329.6K | 0.1% | −495−20.4% | Reduced | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 6,495 | $365.5K | 0.1% | −170−2.6% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 1,306 | $399.0K | 0.1% | +7+0.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 1,755 | $430.4K | 0.1% | +1+0.1% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,829 | $442.6K | 0.1% | 00.0% | Unchanged | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,466 | $476.0K | 0.1% | +263+11.9% | Added | – |
| CATCaterpillar Inc | Stock | 1,524 | $502.7K | 0.1% | +6+0.4% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,479 | $523.8K | 0.1% | −483−5.4% | Reduced | – |
| LPLALPL Financial Holdings Inc. | COM | 1,688 | $552.2K | 0.1% | +2+0.1% | Added | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 63,529 | $712.8K | 0.2% | +8,830+16.1% | Added | – |
| NVDANVIDIA Corp | Stock | 7,510 | $813.9K | 0.2% | −47−0.6% | Reduced | History |
| ABTAbbott Laboratories | Stock | 7,882 | $1.05M | 0.3% | −41−0.5% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 21,135 | $1.24M | 0.3% | +20.0% | Added | History |
| CSXCSX Corp | Stock | 48,169 | $1.42M | 0.4% | +3,897+8.8% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 31,722 | $1.62M | 0.4% | −8,304−20.7% | Reduced | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 36,794 | $2.42M | 0.7% | +4,266+13.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 9,138 | $3.43M | 0.9% | +129+1.4% | Added | History |
| AAPLApple Inc. | Stock | 19,518 | $4.34M | 1.2% | −513−2.6% | Reduced | History |
| Zacks Trust98888G204 | SMALL/MID CAP | 178,765 | $5.41M | 1.5% | +178,765 | New | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 184,575 | $6.72M | 1.8% | +8,073+4.6% | Added | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 275,368 | $9.32M | 2.5% | +3,203+1.2% | Added | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 197,082 | $9.92M | 2.7% | +7,126+3.8% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 127,895 | $10.3M | 2.8% | +1,895+1.5% | Added | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 111,310 | $11.4M | 3.1% | +1,404+1.3% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 195,146 | $11.4M | 3.1% | +4,217+2.2% | Added | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 374,507 | $12.5M | 3.4% | +20,026+5.6% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 227,393 | $13.0M | 3.5% | +4,672+2.1% | Added | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 281,073 | $14.3M | 3.9% | +77,190+37.9% | Added | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 297,615 | $16.8M | 4.6% | +16,775+6.0% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 42,457 | $19.9M | 5.4% | +944+2.3% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 373,321 | $20.4M | 5.6% | +17,964+5.1% | Added | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 794,657 | $20.9M | 5.7% | +49,211+6.6% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 107,752 | $21.8M | 5.9% | +8,304+8.4% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 43,384 | $24.4M | 6.6% | +94+0.2% | Added | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 320,032 | $25.6M | 6.9% | +13,366+4.4% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 80,671 | $29.1M | 7.9% | +2,445+3.1% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 52,383 | $29.3M | 8.0% | +3,311+6.7% | Added | History |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 482,789 | $32.5M | 8.8% | +14,842+3.2% | Added | – |
Sold out since Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 129,064 | $5.68M | 1.6% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,613 | $282.6K | 0.1% | – |
| AVGOBroadcom Inc. | Stock | 1,105 | $256.3K | 0.1% | History |
| LMTLockheed Martin Corp | Stock | 436 | $211.7K | 0.1% | History |