Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
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.