The Analysis of Sanchez Wealth Management Group's Holdings
Currently, Sanchez Wealth Management Group holds 51 types of securities in its portfolio with a total value $467.6M. In the most recent quarter, they have increased their positions in MTUM (+34.8K shares, valued at $8.7M), RDVY (+117.5K shares, valued at $8.2M), CNEQ (+215.2K shares, valued at $7.4M); decreased their positions in COWZ (-195.9K shares, valued at $11.8M), NOBL (-93.9K shares, valued at $9.8M), USFR (-114.0K shares, valued at $5.7M); initiated new positions in CNEQ (+215.2K shares, valued at $7.4M), WTBN (+169.0K shares, valued at $4.3M), LMT (+561 shares, valued at $271.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JHML JOHN HANCOCK EXCHANGE TRADED498.4K shares-0.80%2025-12-312026-02-04
IWF ISHARES TR81.5K shares-2.07%2025-12-312026-02-04 MTUM ISHARES TR151.6K shares29.82%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR50.3K shares-7.62%2025-12-312026-02-04 DGRW WISDOMTREE TR360.1K shares6.22%2025-12-312026-02-04 IVV ISHARES TR41.9K shares-1.44%2025-12-312026-02-04 JAAA JANUS DETROIT STR TR501.8K shares39.90%2025-12-312026-02-04 PYLD PIMCO ETF TR900.6K shares-1.83%2025-12-312026-02-04 JQUA J P MORGAN EXCHANGE TRADED F357.7K shares10.68%2025-12-312026-02-04 RDVY FIRST TR EXCHANGE TRADED FD321.4K shares57.64%2025-12-312026-02-04 SDVY FIRST TR EXCHANGE-TRADED FD446.2K shares10.57%2025-12-312026-02-04 SPDW SPDR INDEX SHS FDS302.5K shares55.73%2025-12-312026-02-04 COWZ PACER FDS TR198.7K shares-49.65%2025-12-312026-02-04 JHMM JOHN HANCOCK EXCHANGE TRADED180.9K shares6.80%2025-12-312026-02-04 SPYG SPDR SERIES TRUST106.1K shares-19.60%2025-12-312026-02-04 HTRB HARTFORD FDS EXCHANGE TRADED239.4K shares-16.05%2025-12-312026-02-04 SMIZ ZACKS TRUST208.9K shares9.65%2025-12-312026-02-04 CNEQ THE ALGER ETF TRUST215.2K sharesnew addition2025-12-312026-02-04 USFR WISDOMTREE TR142.7K shares-44.40%2025-12-312026-02-04 SPYM SPDR SERIES TRUST79.2K shares36.31%2025-12-312026-02-04 AAPL APPLE INC19.8K shares4.44%2025-12-312026-02-04 WTBN WISDOMTREE TR169.0K sharesnew addition2025-12-312026-02-04 MSFT MICROSOFT CORP6.8K shares11.47%2025-12-312026-02-04 QQQM INVESCO EXCH TRADED FD TR II8.7K shares88.26%2025-12-312026-02-04 NOBL PROSHARES TR19.5K shares-82.80%2025-12-312026-02-04 CSX CSX CORP49.7K shares2.88%2025-12-312026-02-04 TECH BIO-TECHNE CORP20.6K shares-1.36%2025-12-312026-02-04 NVDA NVIDIA CORPORATION6.3K shares-2.99%2025-12-312026-02-04 ABT ABBOTT LABS7.9K shares0.01%2025-12-312026-02-04 CAT CATERPILLAR INC1.4K shares0.21%2025-12-312026-02-04 SPYV SPDR SERIES TRUST14.2K shares-19.54%2025-12-312026-02-04 LPLA LPL FINL HLDGS INC1.7K shares1.30%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.1.7K shares0.00%2025-12-312026-02-04 BA BOEING CO2.2K shares101.18%2025-12-312026-02-04 AMZN AMAZON COM INC1.9K shares62.63%2025-12-312026-02-04 SCHD SCHWAB STRATEGIC TR15.8K shares0.00%2025-12-312026-02-04 BROADCOM INC BROADCOM INC1.1K shares0.09%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON1.7K shares0.64%2025-12-312026-02-04 DGRO ISHARES TR5.1K shares3.30%2025-12-312026-02-04 ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.53%2025-12-312026-02-04 ALPHABET INC ALPHABET INC1.0K shares0.00%2025-12-312026-02-04 AMAT APPLIED MATLS INC1.1K shares0.00%2025-12-312026-02-04 HSY HERSHEY CO1.5K shares-15.56%2025-12-312026-02-04 LMT LOCKHEED MARTIN CORP561 sharesnew addition2025-12-312026-02-04 VTI VANGUARD INDEX FDS785 shares0.00%2025-12-312026-02-04 QUAL ISHARES TR1.3K shares-7.49%2025-12-312026-02-04 UNP UNION PAC CORP978 shares-4.86%2025-12-312026-02-04 XOM EXXON MOBIL CORP1.8K sharesnew addition2025-12-312026-02-04 GLD SPDR GOLD TR528 shares-23.59%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available