Sanchez Wealth Management Group Portfolio Holdings

Sanchez Wealth Management Group

  • $309 Million
  • Q3 2024

Sanchez Wealth Management Group has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $309 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Large with a value of $29.5M, Ishares Russell 1000 Gr ETF with a value of $27.1M, Spdr S&P 500 ETF Trust with a value of $25.7M, Wisdomtree Tr Us Quality Divid with a value of $24.4M, and Ishares Core S&P 500 ETF with a value of $23.6M.

Examining the 13F form we can see an increase of $17.8M in the current position value, from $291M to 309M.

Below you can find more details about Sanchez Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $309 Million
ETFs: $299 Million
Industrials: $3.29 Million
Healthcare: $3.19 Million
Technology: $2.87 Million
Financial Services: $751,000
Consumer Defensive: $344,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.5 Million 9.54% of portfolio
424,503
Q3 2024 Added 4.67%
$0
$27.1 Million 8.77% of portfolio
72,176
Q3 2024 Reduced 0.43%
$0
$25.7 Million 8.32% of portfolio
44,804
Q3 2024 Added 8.05%
$0
$24.4 Million 7.9% of portfolio
293,207
Q3 2024 Reduced 0.97%
$0
$23.6 Million 7.63% of portfolio
40,882
Q3 2024 Added 0.27%
$0
$19.3 Million 6.23% of portfolio
333,084
Q3 2024 Added 4.59%
$0
$18.5 Million 5.98% of portfolio
37,825
Q3 2024 Added 5.18%
$0
$18.1 Million 5.87% of portfolio
89,454
Q3 2024 Added 19.43%
$0
$15.3 Million 4.96% of portfolio
271,073
Q3 2024 Added 4.81%
$0
$12.8 Million 4.14% of portfolio
351,750
Q3 2024 Reduced 8.38%
$0
$11.2 Million 3.64% of portfolio
223,946
Q3 2024 Reduced 49.74%
$0
$11.2 Million 3.61% of portfolio
185,431
Q3 2024 Added 1.38%
$0
$10.3 Million 3.33% of portfolio
173,706
Q3 2024 Reduced 1.69%
$0
$10 Million 3.25% of portfolio
94,085
Q3 2024 Added 0.64%
$0
$9.47 Million 3.06% of portfolio
252,098
Q3 2024 Reduced 15.17%
$0
$9.33 Million 3.02% of portfolio
266,994
Q3 2024 New
$0
$5.89 Million 1.91% of portfolio
115,843
Q3 2024 New
$0
$5.49 Million 1.78% of portfolio
117,980
Q3 2024 Reduced 4.35%
$0
$2.14 Million 0.69% of portfolio
31,696
Q3 2024 Added 5.48%
$3.09B
$1.71 Million 0.55% of portfolio
21,402
Q3 2024 Reduced 0.34%
$3.6T
$1.69 Million 0.55% of portfolio
7,267
Q3 2024 Added 0.65%
$69.9B
$1.53 Million 0.49% of portfolio
44,230
Q3 2024 Added 0.1%
$206B
$991,000 0.32% of portfolio
8,700
Q3 2024 Added 0.02%
$366B
$784,000 0.25% of portfolio
6,460
Q2 2024 Added 900.0%
$0
$683,000 0.22% of portfolio
55,357
Q3 2024 Reduced 1.34%
$210B
$610,000 0.2% of portfolio
1,561
Q3 2024 Added 0.45%
$0
$502,000 0.16% of portfolio
9,509
Q3 2024 Reduced 1.22%
$0
$445,000 0.14% of portfolio
5,276
Q4 2018 New
$3.33T
$398,000 0.13% of portfolio
927
Q3 2024 Added 1.31%
$28B
$384,000 0.12% of portfolio
1,651
Q3 2024 Added 0.12%
$771B
$367,000 0.12% of portfolio
1,745
Q2 2024 Reduced 4.12%
$123B
$357,000 0.12% of portfolio
1,292
Q3 2024 Added 0.54%
$22.2B
$344,000 0.11% of portfolio
1,799
Q4 2022 Reduced 5.42%
$148B
$307,000 0.1% of portfolio
928
Q3 2024 Added 0.32%
$380B
$283,000 0.09% of portfolio
1,747
Q3 2024 Added 6.85%
$145B
$240,000 0.08% of portfolio
978
Q4 2023 Reduced 12.29%
$131B
$253,000 0.08% of portfolio
434
Q3 2024 Added 0.23%
$9.6B
$210,000 0.07% of portfolio
3,091
Q3 2024 New
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q3 2024 Added 5.66%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $309 Million
  • Prior Value $291 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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