Filer Name: SANCHEZ WEALTH MANAGEMENT GROUP
CIK: 1697740
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 49
Portfolio Value: $0.37B

Sanchez Wealth Management Group Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
JHML US JOHN HANCOCK MULTI FACT LRG 467,947 $33M 8.90% 10.2% -
IWF US ISHARES RUSSELL 1000 GROWTH 78,226 $31M 8.58% 8.4% -
SPY US SPDR S&P 500 ETF TRUST 49,072 $29M 7.86% 9.5% -
IVV US ISHARES CORE S&P 500 ETF 43,290 $25M 6.96% 5.9% -
DGRW US WISDOMTREE U.S. QUALITY DIVI 306,666 $25M 6.78% 4.6% -
QQQ US INVESCO QQQ TRUST SERIES 1 41,513 $21M 5.80% 9.8% -
MTUM US ISHARES MSCI USA MOMENTUM FA 99,448 $21M 5.62% 11.2% -
COWZ US PACER US CASH COWS 100 ETF 355,357 $20M 5.48% 6.7% -
PYLD US PIMCO MULTISECTOR BOND ACTV 745,446 $19M 5.28% 3.7% -
JQUA US JPMORGAN US QUALITY FACTOR 280,840 $16M 4.39% 3.6% -
JHMM US JOHN HANCOCK MULTI FACT MID 222,721 $13M 3.63% 20.1% -
SDVY US FIRST TRUST SMID CAP RISING 354,481 $13M 3.47% 0.8% -
RDVY US FIRST TRUST RISING DIVIDEND 190,929 $11M 3.08% 9.9% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 126,000 $11M 3.03% 38.0% -
NOBL US PROSHARES S&P 500 DIVIDEND A 109,906 $11M 2.99% 16.8% -
JAAA US JANUS HENDERSON AAA CLO ETF 203,883 $10M 2.82% 76.0% -
USFR US WISDOMTREE FLOATING RATE TRE 189,956 $10M 2.61% -15.2% -
HTRB US HARTFORD TTL RTRN BND ETF 272,165 $9M 2.48% 1.9% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 176,502 $6M 1.65% -30.0% -
CALF US PACER US SMALL CAP CASH COWS 129,064 $6M 1.55% 9.4% -
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