Sanchez Wealth Management Group Portfolio Holdings

Sanchez Wealth Management Group

  • $309 Million
  • Q3 2024

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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.2B
$1.53 Million 0.49% of portfolio
44,230
Q3 2024 Added 0.1%
$26.1B
$384,000 0.12% of portfolio
1,651
Q3 2024 Added 0.12%
$127B
$357,000 0.12% of portfolio
1,292
Q3 2024 Added 0.54%
$25.7B
$344,000 0.11% of portfolio
1,799
Q4 2022 Reduced 5.42%
$150B
$307,000 0.1% of portfolio
928
Q3 2024 Added 0.32%
$149B
$240,000 0.08% of portfolio
978
Q4 2023 Reduced 12.29%
$142B
$253,000 0.08% of portfolio
434
Q3 2024 Added 0.23%

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
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