Sanchez Wealth Management Group Incresed Positions in Q4 2024

Sanchez Wealth Management Group

  • $347 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
88K
+ 76.0%
$50.62 - $50.97 $4.46M - $4.49M
204K $10.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.05K
+ 8.38%
$370.24 - $418.94 $2.24M - $2.53M
78.2K $31.4M
SPYG
Spdr Portfolio

ETFs
34.7K
+ 38.04%
$81.74 - $91.38 $2.84M - $3.17M
126K $11.1M
MSFT
Microsoft Corp

Technology
8.08K
+ 871.84%
$406.35 - $454.46 $3.28M - $3.67M
9.01K $3.8M
AAPL
Apple Inc.

Technology
12.8K
+ 175.64%
$221.69 - $259.02 $2.83M - $3.31M
20K $5.02M
JHML
John Hancock Multifactor Large

ETFs
43.4K
+ 10.23%
$68.78 - $73.44 $2.99M - $3.19M
468K $32.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.27K
+ 9.53%
$567.81 - $607.81 $2.42M - $2.59M
49.1K $28.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.69K
+ 9.75%
$481.22 - $538.17 $1.77M - $1.98M
41.5K $21.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.99K
+ 11.17%
$201.32 - $217.44 $2.01M - $2.17M
99.4K $20.6M
JHMM
John Hancock Multifactor Mid C

ETFs
37.3K
+ 20.11%
$59.61 - $64.8 $2.22M - $2.42M
223K $13.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
30.5K
+ 320.93%
$51.09 - $55.27 $1.56M - $1.69M
40K $2.05M
RDVY
First Trust Rising Dividend Ac

ETFs
17.2K
+ 9.92%
$58.65 - $64.37 $1.01M - $1.11M
191K $11.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
15.8K
+ 16.82%
$99.2 - $108.47 $1.57M - $1.72M
110K $10.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22.3K
+ 6.69%
$56.06 - $61.35 $1.25M - $1.37M
355K $20.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.77K
+ 3.6%
$55.86 - $60.21 $546K - $588K
281K $16.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
13.5K
+ 4.59%
$80.93 - $85.66 $1.09M - $1.15M
307K $24.8M
NVDA
Nvidia Corp

Technology
1.1K
+ 16.98%
$117.0 - $148.88 $128K - $163K
7.56K $1.01M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
11.1K
+ 9.39%
$43.84 - $48.76 $486K - $540K
129K $5.68M
LPLA
Lpl Financial Holdings Inc.

Financial Services
35
+ 2.12%
$229.85 - $335.91 $8.04K - $11.8K
1.69K $550K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
832
+ 2.62%
$66.77 - $71.52 $55.6K - $59.5K
32.5K $2.24M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.52%
$205.18 - $250.29 $1.85K - $2.25K
1.75K $420K
ADP
Automatic Data Processing Inc

Industrials
7
+ 0.54%
$280.08 - $307.97 $1.96K - $2.16K
1.3K $380K
ETN
Eaton Corp PLC

Industrials
3
+ 0.32%
$326.96 - $377.52 $981 - $1.13K
931 $308K
Pimco ETF Tr
26.6K
+ 3.71%
N/A
745K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.6K
+ 200.02%
$26.93 - $84.95 $284K - $896K
15.8K $432K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.46%
$479.66 - $614.62 $959 - $1.23K
436 $211K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.73K
+ 0.78%
$35.45 - $40.33 $96.8K - $110K
354K $12.7M
CSX
Csx Corp

Industrials
42
+ 0.09%
$31.58 - $36.88 $1.33K - $1.55K
44.3K $1.43M
HTRB
Hartford Fds Total Return Bd E

ETFs
5.17K
+ 1.94%
$33.33 - $35.01 $172K - $181K
272K $9.07M
Activity Summary
Buys All Purchases 40 New Holdings 10 Increased Positions 30 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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