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

Currently, Sanchez Wealth Management Group holds 53 types of securities in its portfolio with a total value $462.4M. In the most recent quarter, they have increased their positions in SPYM (+20.1K shares, valued at $1.5M), JAAA (+25.4K shares, valued at $1.3M), IWF (+2.7K shares, valued at $1.2M); decreased their positions in SPY (-652 shares, valued at $424.0K), NOBL (-2.3K shares, valued at $241.7K), N/A (-334 shares, valued at $192.8K); initiated new positions in N/A (+1.1K shares, valued at $232.9K), N/A (+2.5K shares, valued at $216.4K).

1M P&L

-101.5M-17.25%

3M P&L

-86.8M-15.13%

HY P&L

-72.0M-12.88%

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/A416.4M

95.9%

2Consumer Electronics4.9M

1.1%

3Software - Infrastructure2.6M

0.6%

Top Industries by Stock Count

1N/A29 stocks

61.7%

2Aerospace & Defense2 stocks

4.3%

3Railroads2 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JHML JOHN HANCOCK EXCHANGE TRADED503.9K shares1.11%2026-03-312026-04-29

MTUM ISHARES TR155.5K shares2.60%2026-03-312026-04-29

IWF ISHARES TR84.2K shares3.32%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T49.6K shares-1.30%2026-03-312026-04-29

DGRW WISDOMTREE TR365.6K shares1.52%2026-03-312026-04-29

IVV ISHARES TR41.8K shares-0.15%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR46.5K shares-0.71%2026-03-312026-04-29

JAAA JANUS DETROIT STR TR527.2K shares5.05%2026-03-312026-04-29

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PYLD PIMCO ETF TR930.3K shares3.29%2026-03-312026-04-29

JQUA J P MORGAN EXCHANGE TRADED F364.0K shares1.78%2026-03-312026-04-29

RDVY FIRST TR EXCHANGE TRADED FD325.8K shares1.37%2026-03-312026-04-29

SDVY FIRST TR EXCHANGE TRADED FD451.7K shares1.23%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS306.3K shares1.27%2026-03-312026-04-29

COWZ PACER FDS TR202.0K shares1.69%2026-03-312026-04-29

JHMM JOHN HANCOCK EXCHANGE TRADED180.8K shares-0.05%2026-03-312026-04-29

SPYG SPDR SERIES TRUST104.8K shares-1.25%2026-03-312026-04-29

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HTRB HARTFORD FDS EXCHANGE TRADED245.8K shares2.68%2026-03-312026-04-29

SMIZ ZACKS TRUST212.0K shares1.46%2026-03-312026-04-29

USFR WISDOMTREE TR150.9K shares5.75%2026-03-312026-04-29

SPYM SPDR SERIES TRUST99.2K shares25.35%2026-03-312026-04-29

CNEQ THE ALGER ETF TRUST216.7K shares0.69%2026-03-312026-04-29

AAPL APPLE INC19.4K shares-2.04%2026-03-312026-04-29

WTBN WISDOMTREE TR173.7K shares2.74%2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II12.8K shares47.74%2026-03-312026-04-29

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MSFT MICROSOFT CORP6.9K shares2.09%2026-03-312026-04-29

CSX CSX CORP50.0K shares0.61%2026-03-312026-04-29

NOBL PROSHARES TR17.2K shares-11.70%2026-03-312026-04-29

NVDA NVIDIA CORPORATION6.3K shares0.16%2026-03-312026-04-29

TECH BIO-TECHNE CORP20.6K shares0.00%2026-03-312026-04-29

CAT CATERPILLAR INC1.4K shares-0.55%2026-03-312026-04-29

ABT ABBOTT LABORATORIES7.9K shares0.34%2026-03-312026-04-29

SPYV SPDR SERIES TRUST13.6K shares-4.08%2026-03-312026-04-29

Sponsored

JPM JPMORGAN CHASE & CO1.8K shares1.49%2026-03-312026-04-29

LPLA LPL FINL HLDGS INC1.7K shares0.12%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR15.8K shares0.00%2026-03-312026-04-29

BA BOEING CO2.2K shares-0.23%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON1.7K shares0.52%2026-03-312026-04-29

AMZN AMAZON COM INC1.9K shares1.06%2026-03-312026-04-29

AMAT APPLIED MATLS INC1.1K shares0.00%2026-03-312026-04-29

DGRO ISHARES TR5.1K shares0.22%2026-03-312026-04-29

Sponsored

LMT LOCKHEED MARTIN CORP587 shares4.63%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC946 shares0.32%2026-03-312026-04-29

BROADCOM INC BROADCOM INC1.1K shares0.19%2026-03-312026-04-29

HSY HERSHEY CO1.5K shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.1K shares6.50%2026-03-312026-04-29

XOM EXXON MOBIL CORP1.7K shares-2.63%2026-03-312026-04-29

ADP AUTOMATIC DATA PROCESSING IN1.4K shares2.71%2026-03-312026-04-29

VTI VANGUARD INDEX FDS793 shares1.02%2026-03-312026-04-29

Sponsored

GLD SPDR GOLD TR578 shares9.47%2026-03-312026-04-29

QUAL ISHARES TR1.3K shares0.00%2026-03-312026-04-29

UNP UNION PAC CORP1.0K shares3.27%2026-03-312026-04-29

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR2.5K sharesnew addition2026-03-312026-04-29

JHML

JOHN HANCOCK EXCHANGE TRADED

1.11%

Shares503.9K

Event2026-03-31

Filed2026-04-29

MTUM

ISHARES TR

2.60%

Shares155.5K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

3.32%

Shares84.2K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-1.30%

Shares49.6K

Event2026-03-31

Filed2026-04-29

DGRW

WISDOMTREE TR

1.52%

Shares365.6K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-0.15%

Shares41.8K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-0.71%

Shares46.5K

Event2026-03-31

Filed2026-04-29

JAAA

JANUS DETROIT STR TR

5.05%

Shares527.2K

Event2026-03-31

Filed2026-04-29

PYLD

PIMCO ETF TR

3.29%

Shares930.3K

Event2026-03-31

Filed2026-04-29

JQUA

J P MORGAN EXCHANGE TRADED F

1.78%

Shares364.0K

Event2026-03-31

Filed2026-04-29

RDVY

FIRST TR EXCHANGE TRADED FD

1.37%

Shares325.8K

Event2026-03-31

Filed2026-04-29

SDVY

FIRST TR EXCHANGE TRADED FD

1.23%

Shares451.7K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

1.27%

Shares306.3K

Event2026-03-31

Filed2026-04-29

COWZ

PACER FDS TR

1.69%

Shares202.0K

Event2026-03-31

Filed2026-04-29

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.05%

Shares180.8K

Event2026-03-31

Filed2026-04-29

SPYG

SPDR SERIES TRUST

-1.25%

Shares104.8K

Event2026-03-31

Filed2026-04-29

HTRB

HARTFORD FDS EXCHANGE TRADED

2.68%

Shares245.8K

Event2026-03-31

Filed2026-04-29

SMIZ

ZACKS TRUST

1.46%

Shares212.0K

Event2026-03-31

Filed2026-04-29

USFR

WISDOMTREE TR

5.75%

Shares150.9K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

25.35%

Shares99.2K

Event2026-03-31

Filed2026-04-29

CNEQ

THE ALGER ETF TRUST

0.69%

Shares216.7K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-2.04%

Shares19.4K

Event2026-03-31

Filed2026-04-29

WTBN

WISDOMTREE TR

2.74%

Shares173.7K

Event2026-03-31

Filed2026-04-29

QQQM

INVESCO EXCH TRADED FD TR II

47.74%

Shares12.8K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

2.09%

Shares6.9K

Event2026-03-31

Filed2026-04-29

CSX

CSX CORP

0.61%

Shares50.0K

Event2026-03-31

Filed2026-04-29

NOBL

PROSHARES TR

-11.70%

Shares17.2K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

0.16%

Shares6.3K

Event2026-03-31

Filed2026-04-29

TECH

BIO-TECHNE CORP

0.00%

Shares20.6K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

-0.55%

Shares1.4K

Event2026-03-31

Filed2026-04-29

ABT

ABBOTT LABORATORIES

0.34%

Shares7.9K

Event2026-03-31

Filed2026-04-29

SPYV

SPDR SERIES TRUST

-4.08%

Shares13.6K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

1.49%

Shares1.8K

Event2026-03-31

Filed2026-04-29

LPLA

LPL FINL HLDGS INC

0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares15.8K

Event2026-03-31

Filed2026-04-29

BOEING CO

-0.23%

Shares2.2K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

0.52%

Shares1.7K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

1.06%

Shares1.9K

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

0.22%

Shares5.1K

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

4.63%

Shares587

Event2026-03-31

Filed2026-04-29

EATON CORP PLC

0.32%

Shares946

Event2026-03-31

Filed2026-04-29

BROADCOM INC

0.19%

Shares1.1K

Event2026-03-31

Filed2026-04-29

HSY

HERSHEY CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

6.50%

Shares1.1K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-2.63%

Shares1.7K

Event2026-03-31

Filed2026-04-29

ADP

AUTOMATIC DATA PROCESSING IN

2.71%

Shares1.4K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

1.02%

Shares793

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

9.47%

Shares578

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

UNP

UNION PAC CORP

3.27%

Shares1.0K

Event2026-03-31

Filed2026-04-29

LAM RESEARCH CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

New

Shares2.5K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available