The Analysis of Sanchez Wealth Management Group's Holdings
Currently, Sanchez Wealth Management Group holds 48 types of securities in its portfolio with a total value $450.3M. In the most recent quarter, they have increased their positions in QQQ (+7.1K shares, valued at $4.2M), JAAA (+33.4K shares, valued at $1.7M), SPYM (+20.2K shares, valued at $1.6M); decreased their positions in JHMM (-60.2K shares, valued at $3.9M), USFR (-29.6K shares, valued at $1.5M), IVV (-587 shares, valued at $392.9K); initiated new positions in JSI (+22.0K shares, valued at $1.1M), GOOGL (+1.0K shares, valued at $246.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JHML JOHN HANCOCK EXCHANGE TRADED502.4K shares1.48%2025-09-302025-11-06
IWF ISHARES TR83.2K shares1.69%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR54.4K shares0.09%2025-09-302025-11-06 QQQ INVESCO QQQ TR50.8K shares16.11%2025-09-302025-11-06 DGRW WISDOMTREE TR339.0K shares2.61%2025-09-302025-11-06 MTUM ISHARES TR116.7K shares3.73%2025-09-302025-11-06 IVV ISHARES TR42.5K shares-1.36%2025-09-302025-11-06 PYLD PIMCO ETF TR917.4K shares6.57%2025-09-302025-11-06 COWZ PACER FDS TR394.6K shares3.04%2025-09-302025-11-06 JQUA J P MORGAN EXCHANGE TRADED F323.2K shares3.73%2025-09-302025-11-06 JAAA JANUS DETROIT STR TR358.7K shares10.26%2025-09-302025-11-06 SDVY FIRST TR EXCHANGE-TRADED FD403.6K shares3.54%2025-09-302025-11-06 SPYG SPDR SERIES TRUST132.0K shares-0.60%2025-09-302025-11-06 RDVY FIRST TR EXCHANGE TRADED FD203.9K shares2.22%2025-09-302025-11-06 USFR WISDOMTREE TR256.7K shares-10.34%2025-09-302025-11-06 NOBL PROSHARES TR113.4K shares1.67%2025-09-302025-11-06 JHMM JOHN HANCOCK EXCHANGE TRADED169.4K shares-26.21%2025-09-302025-11-06 HTRB HARTFORD FDS EXCHANGE TRADED285.1K shares-0.03%2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS194.2K shares1.67%2025-09-302025-11-06 SMIZ ZACKS TRUST190.5K shares3.60%2025-09-302025-11-06 AAPL APPLE INC19.0K shares-0.89%2025-09-302025-11-06 SPYM SPDR SERIES TRUST58.1K shares53.47%2025-09-302025-11-06 MSFT MICROSOFT CORP6.1K shares-0.08%2025-09-302025-11-06 CSX CSX CORP48.3K shares0.10%2025-09-302025-11-06 NVDA NVIDIA CORPORATION6.5K shares-7.16%2025-09-302025-11-06 TECH BIO-TECHNE CORP20.9K shares-0.71%2025-09-302025-11-06 JSI JANUS DETROIT STR TR22.0K sharesnew addition2025-09-302025-11-06 QQQM INVESCO EXCH TRADED FD TR II4.6K shares181.72%2025-09-302025-11-06 ABT ABBOTT LABS7.9K shares-0.06%2025-09-302025-11-06 SPYV SPDR SERIES TRUST17.6K shares-23.11%2025-09-302025-11-06 CAT CATERPILLAR INC1.4K shares0.42%2025-09-302025-11-06 LPLA LPL FINL HLDGS INC1.7K shares0.12%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.1.7K shares0.06%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR15.8K shares0.00%2025-09-302025-11-06 ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.53%2025-09-302025-11-06 AVGO BROADCOM INC1.1K shares-0.19%2025-09-302025-11-06 ETN EATON CORP PLC940 shares0.32%2025-09-302025-11-06 HSY HERSHEY CO1.8K shares0.00%2025-09-302025-11-06 DGRO ISHARES TR4.9K shares-18.41%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON1.7K shares0.23%2025-09-302025-11-06 QUAL ISHARES TR1.4K shares-5.32%2025-09-302025-11-06 VTI VANGUARD INDEX FDS785 shares-2.36%2025-09-302025-11-06 AMZN AMAZON COM INC1.2K shares-2.02%2025-09-302025-11-06 GOOGL ALPHABET INC1.0K sharesnew addition2025-09-302025-11-06 GLD SPDR GOLD TR691 shares-3.49%2025-09-302025-11-06 UNP UNION PAC CORP1.0K shares5.11%2025-09-302025-11-06 BA BOEING CO1.1K shares0.00%2025-09-302025-11-06 AMAT APPLIED MATLS INC1.1K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available