Sanchez Wealth Management Group has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $347 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Large with a value of $32.6M, Ishares Russell 1000 Gr ETF with a value of $31.4M, Spdr S&P 500 ETF Trust with a value of $28.8M, Ishares Core S&P 500 ETF with a value of $25.5M, and Wisdomtree Tr Us Quality Divid with a value of $24.8M.

Examining the 13F form we can see an increase of $37.7M in the current position value, from $309M to 347M.

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

Portfolio value $347 Million
ETFs: $329 Million
Technology: $10.1 Million
Industrials: $3.1 Million
Healthcare: $2.67 Million
Financial Services: $970,000
Consumer Defensive: $304,000
Consumer Cyclical: $255,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $347 Million
  • Prior Value $309 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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