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 ETFs Only

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

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
Track This Portfolio

Track Sanchez Wealth Management Group Portfolio

Follow Sanchez Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sanchez Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Sanchez Wealth Management Group with notifications on news.