$96 Million is the total value of Sanchez Wealth Management Group's 24 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $20,470,000 | – | 197,812 | +100.0% | 21.13% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $19,641,000 | – | 140,958 | +100.0% | 20.27% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $12,589,000 | – | 99,533 | +100.0% | 13.00% | – |
| USMV | New | ISHARES TRmin vol usa etf | $8,851,000 | – | 165,618 | +100.0% | 9.14% | – |
| GTO | New | CLAYMORE EXCHANGE TRD FD TRguggenheim etf | $6,650,000 | – | 126,469 | +100.0% | 6.86% | – |
| DGRO | New | ISHARES TRcore div grwth | $6,138,000 | – | 172,866 | +100.0% | 6.34% | – |
| MTUM | New | ISHARES TRusa momentum fct | $5,068,000 | – | 47,363 | +100.0% | 5.23% | – |
| HDV | New | ISHARES TRcore high dv etf | $4,897,000 | – | 53,830 | +100.0% | 5.06% | – |
| JHMM | New | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $3,149,000 | – | 89,829 | +100.0% | 3.25% | – |
| FTC | New | FIRST TR LRG CP GRWTH ALPHAD | $2,578,000 | – | 40,701 | +100.0% | 2.66% | – |
| GWR | New | GENESEE & WYO INCcl a | $1,275,000 | – | 15,438 | +100.0% | 1.32% | – |
| CSX | New | CSX CORP | $1,001,000 | – | 17,034 | +100.0% | 1.03% | – |
| HYLS | New | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $720,000 | – | 14,703 | +100.0% | 0.74% | – |
| TECH | New | BIO TECHNE CORP | $718,000 | – | 5,265 | +100.0% | 0.74% | – |
| JNJ | New | JOHNSON & JOHNSON | $533,000 | – | 3,759 | +100.0% | 0.55% | – |
| ABT | New | ABBOTT LABS | $389,000 | – | 6,617 | +100.0% | 0.40% | – |
| CAT | New | CATERPILLAR INC DEL | $373,000 | – | 2,244 | +100.0% | 0.38% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $362,000 | – | 1,320 | +100.0% | 0.37% | – |
| CELG | New | CELGENE CORP | $313,000 | – | 3,000 | +100.0% | 0.32% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $272,000 | – | 5,206 | +100.0% | 0.28% | – |
| BAC | New | BANK AMER CORP | $264,000 | – | 8,763 | +100.0% | 0.27% | – |
| AAPL | New | APPLE INC | $231,000 | – | 1,323 | +100.0% | 0.24% | – |
| HSY | New | HERSHEY CO | $228,000 | – | 2,000 | +100.0% | 0.24% | – |
| UNP | New | UNION PAC CORP | $168,000 | – | 1,206 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 23.1% |
| ISHARES TR | 24 | Q3 2023 | 15.7% |
| JOHN HANCOCK EXCHANGE TRADED | 24 | Q3 2023 | 3.6% |
| BIO-TECHNE CORP | 24 | Q3 2023 | 1.5% |
| CSX CORP | 24 | Q3 2023 | 1.3% |
| ABBOTT LABS | 24 | Q3 2023 | 0.6% |
| APPLE INC | 24 | Q3 2023 | 0.6% |
| JOHN HANCOCK EXCHANGE TRADED | 23 | Q3 2023 | 14.0% |
| SPDR S&P 500 ETF TR | 23 | Q3 2023 | 5.9% |
| JOHNSON & JOHNSON | 23 | Q3 2023 | 0.6% |
View Sanchez Wealth Management Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-14 |
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.