$248 Million is the total value of Sanchez Wealth Management Group's 35 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BNL | New | BROADSTONE NET LEASE INC | $165,737 | – | 11,590 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-27
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.