Sanchez Wealth Management Group has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $291 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $26.4M, John Hancock Multifactor Large with a value of $26.4M, Wisdomtree Tr Us Quality Divid with a value of $23.1M, Spdr S&P 500 ETF Trust with a value of $22.6M, and Wisdomtree Floating Rate Treas with a value of $22.4M.

Examining the 13F form we can see an increase of $13M in the current position value, from $278M to 291M.

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

Portfolio value $291 Million
ETFs: $282 Million
Industrials: $3.01 Million
Technology: $2.73 Million
Healthcare: $2.68 Million
Financial Services: $812,000
Consumer Defensive: $330,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $291 Million
  • Prior Value $278 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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