Sanchez Wealth Management Group Incresed Positions in Q3 2024

Sanchez Wealth Management Group

  • $309 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
14.6K
+ 19.43%
$175.46 - $203.3 $2.55M - $2.96M
89.5K $18.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.34K
+ 8.05%
$517.38 - $573.86 $1.73M - $1.92M
44.8K $25.7M
JHML
John Hancock Multifactor Large

ETFs
18.9K
+ 4.67%
$62.62 - $69.44 $1.19M - $1.31M
425K $29.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14.6K
+ 4.59%
$53.41 - $57.9 $781K - $846K
333K $19.3M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
12.4K
+ 4.81%
$51.29 - $56.57 $638K - $703K
271K $15.3M
SPYG
Spdr Portfolio

ETFs
17.1K
+ 23.06%
$73.38 - $84.1 $1.26M - $1.44M
91.3K $7.57M
IVV
Ishares Core S&P 500 ETF

ETFs
110
+ 0.27%
$520.18 - $576.82 $57.2K - $63.5K
40.9K $23.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.86K
+ 5.18%
$434.77 - $502.96 $810K - $937K
37.8K $18.5M
JHMM
John Hancock Multifactor Mid C

ETFs
2.52K
+ 1.38%
$54.25 - $60.2 $137K - $152K
185K $11.2M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
597
+ 0.64%
$95.1 - $106.76 $56.8K - $63.7K
94.1K $10M
AAPL
Apple Inc.

Technology
47
+ 0.65%
$207.23 - $234.82 $9.74K - $11K
7.27K $1.69M
CAT
Caterpillar Inc

Industrials
7
+ 0.45%
$316.8 - $391.12 $2.22K - $2.74K
1.56K $610K
ABT
Abbott Laboratories

Healthcare
2
+ 0.02%
$100.07 - $118.13 $200 - $236
8.7K $991K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.23%
$460.3 - $584.56 $460 - $585
434 $253K
ADP
Automatic Data Processing Inc

Industrials
7
+ 0.54%
$233.44 - $279.45 $1.63K - $1.96K
1.29K $357K
CSX
Csx Corp

Industrials
42
+ 0.1%
$32.48 - $35.45 $1.36K - $1.49K
44.2K $1.53M
JNJ
Johnson & Johnson

Healthcare
112
+ 6.85%
$145.48 - $167.38 $16.3K - $18.7K
1.75K $283K
ETN
Eaton Corp PLC

Industrials
3
+ 0.32%
$272.52 - $333.02 $818 - $999
928 $307K
Pimco ETF Tr
38.5K
+ 5.66%
N/A
719K $0
MSFT
Microsoft Corp

Technology
12
+ 1.31%
$395.15 - $467.56 $4.74K - $5.61K
927 $398K
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
+ 0.12%
$193.0 - $282.1 $386 - $564
1.65K $384K
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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