57 is the total number of securities Sanchez Wealth Management Group has owned. The longest Sanchez Wealth Management Group has owned a single stock is 24 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IWF | ISHARES TR | 24 | 24 | 9.47% | 15.42% | 23.12% | Q4 2017 | Q3 2023 | 24 |
| MTUM | ISHARES TR | 24 | 24 | 3.97% | 6.22% | 15.67% | Q4 2017 | Q3 2023 | 24 |
| JHMM | JOHN HANCOCK EXCHANGE ... | 24 | 24 | 2.80% | 3.25% | 3.60% | Q4 2017 | Q3 2023 | 24 |
| TECH | BIO-TECHNE CORP | 24 | 24 | 0.60% | 1.05% | 1.55% | Q4 2017 | Q3 2023 | 24 |
| CSX | CSX CORP | 24 | 24 | 0.58% | 0.81% | 1.32% | Q4 2017 | Q3 2023 | 24 |
| ABT | ABBOTT LABS | 24 | 24 | 0.34% | 0.48% | 0.64% | Q4 2017 | Q3 2023 | 24 |
| AAPL | APPLE INC | 24 | 24 | 0.22% | 0.40% | 0.57% | Q4 2017 | Q3 2023 | 24 |
| JHML | JOHN HANCOCK EXCHANGE ... | 23 | 23 | 6.89% | 11.02% | 14.05% | Q1 2018 | Q3 2023 | 23 |
| SPY | SPDR S&P 500 ETF TR | 20 | 3 | 0.20% | 3.19% | 5.86% | Q4 2017 | Q3 2023 | 23 |
| JNJ | JOHNSON & JOHNSON | 19 | 4 | 0.12% | 0.22% | 0.55% | Q4 2017 | Q3 2023 | 23 |
| SCHD | SCHWAB STRATEGIC TR | 20 | 3 | 0.15% | 0.20% | 0.28% | Q4 2017 | Q3 2023 | 23 |
| HSY | HERSHEY CO | 21 | 1 | 0.14% | 0.20% | 0.26% | Q4 2017 | Q3 2023 | 22 |
| CAT | CATERPILLAR INC DEL | 13 | 1 | 0.14% | 0.19% | 0.38% | Q4 2017 | Q3 2023 | 21 |
| IVV | ISHARES TR | 20 | 20 | 7.11% | 8.94% | 11.78% | Q4 2018 | Q3 2023 | 20 |
| DGRO | ISHARES TR | 16 | 4 | 2.17% | 3.55% | 6.68% | Q4 2017 | Q3 2023 | 20 |
| PGX | INVESCO EXCH TRADED FD... | 20 | 20 | 0.21% | 0.39% | 0.61% | Q4 2018 | Q3 2023 | 20 |
| UNP | UNION PACIFIC CORP | 13 | 1 | 0.09% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 18 |
| BMY | BRISTOL-MYERS SQUIBB CO | 16 | 16 | 0.16% | 0.25% | 0.42% | Q4 2019 | Q3 2023 | 16 |
| QUAL | ISHARES TR | 15 | 15 | 8.42% | 11.99% | 17.05% | Q4 2018 | Q2 2022 | 15 |
| QQQ | INVESCO QQQ TR | 15 | 15 | 4.22% | 9.55% | 13.79% | Q1 2020 | Q3 2023 | 15 |
| BA | BOEING CO | 14 | 14 | 0.17% | 0.24% | 0.34% | Q2 2020 | Q3 2023 | 14 |
| DGRW | WISDOMTREE TR | 13 | 13 | 0.14% | 2.36% | 4.55% | Q3 2020 | Q3 2023 | 13 |
| SPLG | SPDR SER TR | 13 | 13 | 0.38% | 0.49% | 0.68% | Q3 2020 | Q3 2023 | 13 |
| SPYV | SPDR SER TR | 12 | 12 | 6.25% | 8.62% | 9.61% | Q4 2020 | Q3 2023 | 12 |
| USMV | ISHARES TR | 12 | 12 | 0.62% | 5.59% | 9.14% | Q4 2017 | Q3 2020 | 12 |
| NOBL | PROSHARES TR | 12 | 12 | 3.36% | 3.82% | 4.04% | Q4 2020 | Q3 2023 | 12 |
| HDV | ISHARES TR | 12 | 12 | 0.39% | 1.94% | 5.12% | Q4 2017 | Q3 2020 | 12 |
| SPYG | SPDR SER TR | 12 | 12 | 0.40% | 0.80% | 1.36% | Q4 2020 | Q3 2023 | 12 |
| MSFT | MICROSOFT CORP | 11 | 11 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q3 2023 | 11 |
| LPLA | LPL FINL HLDGS INC | 9 | 1 | 0.10% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 10 |
| ADP | AUTOMATIC DATA PROCESS... | 10 | 10 | 0.11% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
| IWD | ISHARES TR | 9 | 9 | 7.51% | 9.91% | 13.40% | Q4 2017 | Q4 2019 | 9 |
| GWR | GENESEE & WYO INC | 8 | 8 | 0.20% | 1.13% | 1.46% | Q4 2017 | Q3 2019 | 8 |
| CELG | CELGENE CORP | 8 | 8 | 0.22% | 0.45% | 0.67% | Q4 2017 | Q3 2019 | 8 |
| RSP | INVESCO EXCHANGE TRADE... | 7 | 7 | 7.67% | 10.31% | 19.71% | Q2 2018 | Q4 2019 | 7 |
| RDVY | FIRST TR EXCHANGE-TRAD... | 7 | 7 | 2.22% | 5.05% | 6.62% | Q1 2022 | Q3 2023 | 7 |
| NVDA | NVIDIA CORPORATION | 4 | 3 | 0.10% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 7 |
| SRLN | SSGA ACTIVE ETF TR | 6 | 6 | 4.44% | 4.80% | 5.41% | Q1 2021 | Q2 2022 | 6 |
| USIG | ISHARES TR | 6 | 6 | 0.25% | 3.88% | 8.88% | Q2 2020 | Q3 2021 | 6 |
| CWI | SPDR INDEX SHS FDS | 6 | 6 | 0.27% | 0.84% | 1.03% | Q1 2021 | Q2 2022 | 6 |
| WISDOMTREE TR | 5 | 5 | 11.85% | 15.65% | 19.58% | Q3 2022 | Q3 2023 | 5 | |
| VLUE | ISHARES TR | 4 | 4 | 4.82% | 7.77% | 9.74% | Q4 2018 | Q3 2019 | 4 |
| FIXD | FIRST TR EXCHNG TRADED... | 4 | 4 | 6.13% | 6.77% | 7.54% | Q4 2022 | Q3 2023 | 4 |
| FTC | FIRST TR LRG CP GRWTH ... | 4 | 4 | 2.57% | 2.77% | 3.18% | Q4 2017 | Q3 2018 | 4 |
| BAC | BANK AMER CORP | 4 | 4 | 0.24% | 0.26% | 0.27% | Q4 2017 | Q3 2018 | 4 |
| XOM | EXXON MOBIL CORP | 4 | 4 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q2 2023 | 4 |
| FS CREDIT OPPORTUNITIE... | 4 | 4 | 0.06% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 | |
| JPM | JPMORGAN CHASE & CO | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
| FTSM | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.48% | 3.73% | 5.90% | Q3 2018 | Q1 2019 | 3 |
| KOMP | SPDR SER TR | 3 | 3 | 2.58% | 3.20% | 3.63% | Q2 2021 | Q4 2021 | 3 |
| HYLS | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.58% | 0.65% | 0.74% | Q4 2017 | Q2 2018 | 3 |
| RSP | RYDEX ETF TRUST | 2 | 2 | 19.61% | 20.37% | 21.13% | Q4 2017 | Q1 2018 | 2 |
| GTO | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 6.74% | 6.80% | 6.86% | Q4 2017 | Q1 2018 | 2 |
| GLD | SPDR GOLD TR | 2 | 2 | 4.83% | 5.03% | 5.23% | Q1 2022 | Q2 2022 | 2 |
| GTO | INVESCO ACTIVELY MANAG... | 1 | 1 | 6.32% | 6.32% | 6.32% | Q2 2018 | Q2 2018 | 1 |
| C | CITIGROUP INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
| BNL | BROADSTONE NET LEASE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Download | |||||||||
The securities at the top of the list , including ISHARES TR, ISHARES TR, and JOHN HANCOCK EXCHANGE TRADED, are the highest-conviction holdings of Sanchez Wealth Management Group.
The conviction is calculated by counting the number of quarters a security has been reported by Sanchez Wealth Management Group. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Sanchez Wealth Management Group owns currently or has owned in the past.