Sanchez Wealth Management Group
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationjacksonville, FL
- CIK0001697740
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
49 | $366.02M | JHML, IWF, SPY, IVV | 13F-HR | Jan 28, 2025 | 000142050625000063 | ||
40 | $328.14M | JHML, IWF, SPY, DGRW | 13F-HR | Nov 5, 2024 | 000142050624002211 | ||
38 | $308.61M | IWF, JHML, DGRW, SPY | 13F-HR | Jul 17, 2024 | 000169774024000011 | ||
39 | $295.30M | USFR, JHML, IWF, IVV | 13F-HR | May 7, 2024 | 000169774024000008 | ||
36 | $274.39M | USFR, SPYV, JHML, IWF | 13F-HR | Jan 16, 2024 | 000169774024000002 | ||
35 | $247.88M | USFR, JHML, IWF, SPYV | 13F-HR | Oct 27, 2023 | 000169774023000008 | ||
35 | $246.96M | USFR, JHML, IWF, SPYV | 13F-HR | Aug 1, 2023 | 000169774023000002 | ||
35 | $227.10M | USFR, JHML, IWF, SPYV | 13F-HR | May 4, 2023 | 000142050623000851 | ||
34 | $204.02M | USFR, JHML, IWF, SPYV | 13F-HR | Feb 8, 2023 | 000142050623000297 | ||
31 | $183.22M | USFR, JHML, IWF, NDQ | 13F-HR | Oct 13, 2022 | 000142050622001856 | ||
33 | $201.18M | JHML, IWF, QUAL, SPYV | 13F-HR | Jul 13, 2022 | 000142050622001209 | ||
34 | $237.79M | JHML, IWF, QUAL, NDQ | 13F-HR | Apr 19, 2022 | 000142050622000628 | ||
33 | $237.08M | JHML, IWF, QUAL, NDQ | 13F-HR | Feb 14, 2022 | 000142050622000437 | ||
34 | $222.82M | JHML, IWF, QUAL, NDQ | 13F-HR | Oct 19, 2021 | 000142050621001395 | ||
33 | $219.06M | JHML, IWF, QUAL, NDQ | 13F-HR | Aug 9, 2021 | 000142050621001012 | ||
31 | $196.57M | IWF, JHML, NDQ, QUAL | 13F-HR | Apr 29, 2021 | 000142050621000450 | ||
27 | $186.04M | IWF, NDQ, JHML, QUAL | 13F-HR | Feb 1, 2021 | 000142050621000084 | ||
26 | $169.20M | IWF, QUAL, NDQ, JHML | 13F-HR | Nov 10, 2020 | 000142050620001176 | ||
22 | $150.02M | IWF, QUAL, NDQ, JHML | 13F-HR | Aug 12, 2020 | 000142050620000875 | ||
20 | $109.99M | IWF, QUAL, JHML, NDQ | 13F-HR | May 15, 2020 | 000142050620000598 | ||
23 | $138.02M | IWF, QUAL, JHML, IVV | 13F-HR | Jan 21, 2020 | 000169774020000001 | ||
22 | $121.24M | IWF, QUAL, IVV, JHML | 13F-HR | Nov 8, 2019 | 000169774019000005 | ||
24 | $116.03M | IWF, IVV, QUAL, VLUE | 13F-HR | Jul 31, 2019 | 000169774019000004 | ||
25 | $112.04M | IWF, IVV, QUAL, JHML | 13F-HR | May 6, 2019 | 000169774019000003 | ||
23 | $90.63M | IWF, IVV, JHML, QUAL | 13F-HR | Feb 1, 2019 | 000169774019000002 | ||
22 | $97.56M | IWF, MTUM, IWD, RSP | 13F-HR | Nov 13, 2018 | 000169774018000007 | ||
23 | $105.65M | RSP, IWF, MTUM, IWD | 13F-HR | Aug 14, 2018 | 000169774018000005 | ||
24 | $99.03M | 9000039D, IWF, MTUM, IWD | 13F-HR | May 14, 2018 | 000169774018000003 | ||
24 | $96.88M | 9000039D, IWF, IWD, USMV | 13F-HR | Feb 12, 2018 | 000169774018000001 |