| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q2 2024 | 23.1% |
| ISHARES TR | 27 | Q2 2024 | 15.7% |
| JOHN HANCOCK EXCHANGE TRADED | 27 | Q2 2024 | 3.6% |
| BIO-TECHNE CORP | 27 | Q2 2024 | 1.5% |
| CSX CORP | 27 | Q2 2024 | 1.3% |
| ABBOTT LABS | 27 | Q2 2024 | 0.6% |
| APPLE INC | 27 | Q2 2024 | 0.6% |
| JOHN HANCOCK EXCHANGE TRADED | 26 | Q2 2024 | 14.0% |
| SPDR S&P 500 ETF TR | 26 | Q2 2024 | 7.3% |
| JOHNSON & JOHNSON | 26 | Q2 2024 | 0.6% |
View Sanchez Wealth Management Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| N-PX | 2024-07-17 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-13 |
View Sanchez Wealth Management Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.