HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 WISDOMTREE TR |
768,697 | -195,790 | $38,619 |
| USFR | 768,697 | -195,790 | $38,619 |
| SPDR SER TR (SPYV) |
499,249 | -10,970 | $23,280 |
| SPYV | 499,249 | -10,970 | $23,280 |
| JOHN HANCOCK EXCHANGE TRADED (JHML) |
393,474 | -86,715 | $23,140 |
| JHML | 393,474 | -86,715 | $23,140 |
| ISHARES TR (IWF) |
72,970 | -16,280 | $22,122 |
| IWF | 72,970 | -16,280 | $22,122 |
| ISHARES TR (IVV) |
40,742 | -283 | $19,460 |
| IVV | 40,742 | -283 | $19,460 |
| WISDOMTREE TR |
246,618 | +83,648 | $17,332 |
| DGRW | 246,618 | +83,648 | $17,332 |
| PIMCO ETF TR (PYLD) |
655,403 | +655,403 | $16,821 |
| PYLD | 655,403 | +655,403 | $16,821 |
| SPDR S&P 500 ETF TR (SPY) |
33,237 | +226 | $15,798 |
| SPY | 33,237 | +226 | $15,798 |
| INVESCO QQQ TR |
34,744 | +1,795 | $14,228 |
| QQQ | 34,744 | +1,795 | $14,228 |
| FIRST TR EXCHANGE TRADED FD (SDVY) |
391,301 | +391,301 | $12,823 |
| SDVY | 391,301 | +391,301 | $12,823 |
| ISHARES TR (MTUM) |
70,389 | -98 | $11,043 |
| MTUM | 70,389 | -98 | $11,043 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
179,942 | -136,448 | $9,298 |
| RDVY | 179,942 | -136,448 | $9,298 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
204,558 | -156,612 | $9,124 |
| FIXD | 204,558 | -156,612 | $9,124 |
| PROSHARES TR (NOBL) |
94,605 | +645 | $9,006 |
| NOBL | 94,605 | +645 | $9,006 |
| JOHN HANCOCK EXCHANGE TRADED (JHMM) |
170,694 | +18,356 | $8,989 |
| JHMM | 170,694 | +18,356 | $8,989 |
| SPDR INDEX SHS FDS (SPDW) |
207,837 | +207,837 | $7,068 |
| SPDW | 207,837 | +207,837 | $7,068 |
| SPDR SER TR (SPYG) |
58,244 | +1,578 | $3,789 |
| SPYG | 58,244 | +1,578 | $3,789 |
| BIO TECHNE CORP |
21,528 | -205 | $1,661 |
| TECH | 21,528 | -205 | $1,661 |
| CSX CORP |
47,101 | +38 | $1,633 |
| CSX | 47,101 | +38 | $1,633 |
| APPLE INC |
7,237 | -175 | $1,393 |
| AAPL | 7,237 | -175 | $1,393 |
| SPDR SER TR (SPLG) |
23,354 | +4,858 | $1,305 |
| SPLG | 23,354 | +4,858 | $1,305 |
| ABBOTT LABS |
8,610 | +44 | $948 |
| ABT | 8,610 | +44 | $948 |
| INVESCO EXCH TRADED FD TR II (PGX) |
59,695 | +9,804 | $685 |
| PGX | 59,695 | +9,804 | $685 |
| BOEING CO |
2,430 | UNCH | $633 |
| BA | 2,430 | UNCH | $633 |
| NVIDIA CORPORATION |
1,154 | UNCH | $571 |
| NVDA | 1,154 | UNCH | $571 |
| CATERPILLAR INC |
1,542 | +8 | $456 |
| CAT | 1,542 | +8 | $456 |
| SCHWAB STRATEGIC TR |
5,276 | UNCH | $402 |
| SCHD | 5,276 | UNCH | $402 |
| LPL FINL HLDGS INC |
1,645 | +65 | $374 |
| LPLA | 1,645 | +65 | $374 |
| BRISTOL MYERS SQUIBB CO |
7,049 | +129 | $362 |
| BMY | 7,049 | +129 | $362 |
| MICROSOFT CORP |
904 | -90 | $340 |
| MSFT | 904 | -90 | $340 |
| HERSHEY CO |
1,799 | UNCH | $335 |
| HSY | 1,799 | UNCH | $335 |
| JPMORGAN CHASE & CO |
1,819 | -15 | $309 |
| JPM | 1,819 | -15 | $309 |
| AUTOMATIC DATA PROCESSING IN |
1,270 | +6 | $296 |
| ADP | 1,270 | +6 | $296 |
| JOHNSON & JOHNSON |
1,772 | -109 | $278 |
| JNJ | 1,772 | -109 | $278 |
| UNION PACIFIC CORP |
978 | -137 | $240 |
| UNP | 978 | -137 | $240 |
See Full List: All Stocks Held By Sanchez Wealth Management Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sanchez Wealth Management Group
|
Size ($ in 1000's)
At 12/31/2023: $274,383 At 09/30/2023: $247,881 Sanchez Wealth Management Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sanchez Wealth Management Group 13F filings. Link to 13F filings: SEC filings |
