Sponsored

The Analysis of Sanchez Wealth Management Group's Holdings & P&L

Currently, Sanchez Wealth Management Group holds 52 types of securities in its portfolio with a total value $570.7M. In the most recent quarter, they have increased their positions in IWF (+267.1K shares, valued at $33.2M), JAAA (+472.4K shares, valued at $23.9M), USFR (+86.3K shares, valued at $4.3M); decreased their positions in QQQ (-511 shares, valued at $376.3K), AAPL (-1.2K shares, valued at $360.8K), N/A (-461 shares, valued at $344.3K); initiated new positions in SPG (+933 shares, valued at $208.7K).

1M P&L

-62.1K-0.01%

3M P&L

+14.4M+3.04%

HY P&L

-71.9M-12.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A469.2M

96.0%

2Consumer Electronics5.3M

1.1%

3Railroads2.7M

0.5%

Top Industries by Stock Count

1N/A25 stocks

56.8%

2Aerospace & Defense2 stocks

4.5%

3Railroads2 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MTUM ISHARES TR159.2K shares2.39%2026-06-302026-07-27

JAAA JANUS DETROIT STR TR999.6K shares89.61%2026-06-302026-07-27

JHML JOHN HANCOCK EXCHANGE TRADED519.4K shares3.06%2026-06-302026-07-27

IWF ISHARES TR351.3K shares317.27%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T49.2K shares-0.93%2026-06-302026-07-27

DGRW WISDOMTREE TR378.3K shares3.49%2026-06-302026-07-27

QQQ INVESCO QQQ TR46.0K shares-1.10%2026-06-302026-07-27

ISHARES TR ISHARES TR41.4K shares-1.02%2026-06-302026-07-27

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD336.4K shares3.25%2026-06-302026-07-27

JQUA J P MORGAN EXCHANGE TRADED F375.1K shares3.03%2026-06-302026-07-27

PYLD PIMCO ETF TR962.2K shares3.43%2026-06-302026-07-27

SDVY FIRST TR EXCHANGE TRADED FD466.6K shares3.29%2026-06-302026-07-27

SPDW SPDR INDEX SHS FDS319.5K shares4.30%2026-06-302026-07-27

JHMM JOHN HANCOCK EXCHANGE TRADED185.7K shares2.71%2026-06-302026-07-27

COWZ PACER FDS TR208.7K shares3.29%2026-06-302026-07-27

SPYG SPDR SERIES TRUST103.8K shares-0.95%2026-06-302026-07-27

Sponsored

USFR WISDOMTREE TR237.2K shares57.15%2026-06-302026-07-27

SPDR SERIES TRUST SPDR SERIES TRUST134.6K shares35.63%2026-06-302026-07-27

SMIZ ZACKS TRUST218.1K shares2.88%2026-06-302026-07-27

CNEQ THE ALGER ETF TRUST225.3K shares3.97%2026-06-302026-07-27

HTRB HARTFORD FDS EXCHANGE TRADED259.7K shares5.66%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II17.9K shares39.61%2026-06-302026-07-27

AAPL APPLE INC18.2K shares-6.42%2026-06-302026-07-27

MSFT MICROSOFT CORP7.1K shares2.61%2026-06-302026-07-27

Sponsored

CSX CSX CORP50.0K shares0.07%2026-06-302026-07-27

CAT CATERPILLAR INC1.4K shares0.21%2026-06-302026-07-27

NOBL PROSHARES TR27.0K shares56.87%2026-06-302026-07-27

TECH BIO-TECHNE CORP20.5K shares-0.43%2026-06-302026-07-27

NVDA NVIDIA CORPORATION6.3K shares-0.11%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC1.0K shares-8.11%2026-06-302026-07-27

ABT ABBOTT LABORATORIES7.8K shares-1.19%2026-06-302026-07-27

SPYV SPDR SERIES TRUST11.5K shares-15.32%2026-06-302026-07-27

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.8K shares0.06%2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR15.8K shares0.00%2026-06-302026-07-27

LPLA LPL FINL HLDGS INC1.7K shares0.12%2026-06-302026-07-27

AMZN AMAZON COM INC2.0K shares4.18%2026-06-302026-07-27

LRCX LAM RESEARCH CORP1.1K shares0.00%2026-06-302026-07-27

BA BOEING CO2.2K shares-2.04%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON1.8K shares0.57%2026-06-302026-07-27

ETN EATON CORP PLC948 shares0.21%2026-06-302026-07-27

Sponsored

BROADCOM INC BROADCOM INC1.1K shares0.09%2026-06-302026-07-27

GOOGL ALPHABET INC1.1K shares0.00%2026-06-302026-07-27

DGRO ISHARES TR5.1K shares0.20%2026-06-302026-07-27

QUAL ISHARES TR1.5K shares16.11%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP613 shares4.43%2026-06-302026-07-27

ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.81%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS743 shares-6.31%2026-06-302026-07-27

UNP UNION PAC CORP1.0K shares0.00%2026-06-302026-07-27

Sponsored

HSY HERSHEY CO1.5K shares0.00%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP1.7K shares0.00%2026-06-302026-07-27

GLD SPDR GOLD TR578 shares0.00%2026-06-302026-07-27

SPG SIMON PPTY GROUP INC NEW933 sharesnew addition2026-06-302026-07-27

MTUM

ISHARES TR

2.39%

Shares159.2K

Event2026-06-30

Filed2026-07-27

JAAA

JANUS DETROIT STR TR

89.61%

Shares999.6K

Event2026-06-30

Filed2026-07-27

JHML

JOHN HANCOCK EXCHANGE TRADED

3.06%

Shares519.4K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

317.27%

Shares351.3K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-0.93%

Shares49.2K

Event2026-06-30

Filed2026-07-27

DGRW

WISDOMTREE TR

3.49%

Shares378.3K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-1.10%

Shares46.0K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-1.02%

Shares41.4K

Event2026-06-30

Filed2026-07-27

RDVY

FIRST TR EXCHANGE TRADED FD

3.25%

Shares336.4K

Event2026-06-30

Filed2026-07-27

JQUA

J P MORGAN EXCHANGE TRADED F

3.03%

Shares375.1K

Event2026-06-30

Filed2026-07-27

PYLD

PIMCO ETF TR

3.43%

Shares962.2K

Event2026-06-30

Filed2026-07-27

SDVY

FIRST TR EXCHANGE TRADED FD

3.29%

Shares466.6K

Event2026-06-30

Filed2026-07-27

SPDW

SPDR INDEX SHS FDS

4.30%

Shares319.5K

Event2026-06-30

Filed2026-07-27

JHMM

JOHN HANCOCK EXCHANGE TRADED

2.71%

Shares185.7K

Event2026-06-30

Filed2026-07-27

COWZ

PACER FDS TR

3.29%

Shares208.7K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

-0.95%

Shares103.8K

Event2026-06-30

Filed2026-07-27

USFR

WISDOMTREE TR

57.15%

Shares237.2K

Event2026-06-30

Filed2026-07-27

SPDR SERIES TRUST

35.63%

Shares134.6K

Event2026-06-30

Filed2026-07-27

SMIZ

ZACKS TRUST

2.88%

Shares218.1K

Event2026-06-30

Filed2026-07-27

CNEQ

THE ALGER ETF TRUST

3.97%

Shares225.3K

Event2026-06-30

Filed2026-07-27

HTRB

HARTFORD FDS EXCHANGE TRADED

5.66%

Shares259.7K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

39.61%

Shares17.9K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-6.42%

Shares18.2K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

2.61%

Shares7.1K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP

0.07%

Shares50.0K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-27

NOBL

PROSHARES TR

56.87%

Shares27.0K

Event2026-06-30

Filed2026-07-27

TECH

BIO-TECHNE CORP

-0.43%

Shares20.5K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

-0.11%

Shares6.3K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

-8.11%

Shares1.0K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

-1.19%

Shares7.8K

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

-15.32%

Shares11.5K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

0.06%

Shares1.8K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-27

LPLA

LPL FINL HLDGS INC

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

4.18%

Shares2.0K

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

BOEING CO

-2.04%

Shares2.2K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

0.57%

Shares1.8K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

0.21%

Shares948

Event2026-06-30

Filed2026-07-27

BROADCOM INC

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

0.20%

Shares5.1K

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR

16.11%

Shares1.5K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

4.43%

Shares613

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN

0.81%

Shares1.4K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-6.31%

Shares743

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

HSY

HERSHEY CO

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

0.00%

Shares578

Event2026-06-30

Filed2026-07-27

SPG

SIMON PPTY GROUP INC NEW

New

Shares933

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available