Sanchez Wealth Management Group
Q4 2024 13F Holdings
- Locationjacksonville, FL
- Num holdings
49
- Value ($000)
$366,018
- Date Filed01/28/2025
- Form type13F-HR
- CIK0001697740
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JHML JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 | $32.59M | 9 % | 467,947 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $31.41M | 9 % | 78,226 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $28.76M | 8 % | 49,072 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $25.48M | 7 % | 43,290 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $24.82M | 7 % | 306,666 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $21.22M | 6 % | 41,513 | ||
MTUM ISHARES TR | MSCI USA MMENTM | 46432F396 | $20.58M | 6 % | 99,448 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $20.07M | 6 % | 355,357 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $19.32M | 5 % | 745,446 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $16.08M | 4 % | 280,840 |
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