Sanchez Wealth Management Group — Q1 2020 13F Holdings

Name: Sanchez Wealth Management Group — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697740

Total reported value

$462.4M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IWF	Ishares Russell 1000 Growth	ETF-Other	18.76%	-0.49%	-0.03%
2	QUAL	Ishares Msci USA Quality Fac	ETF-Other	17.05%	—	+0.22%
3	JHML	John Hancock Multi Fact Lrg	ETF-Other	13.71%	+0.02%	-0.12%
4	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	13.43%	-0.35%	—
5	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	10.17%	-0.22%	-7.36%
6	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	7.00%	—	+1.05%
7	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	5.83%	-0.04%	+0.24%
8	DGRO	Ishares Core Dividend Growth	ETF-Other	4.29%	—	+1.81%
9	JHMM	John Hancock Multi Fact Mid	ETF-Other	3.08%	+0.09%	-1.32%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.56%	-0.35%	+226.15%
11	TECH	Bio-techne CORP	Stock-Healthcare	1.23%	-0.03%	-0.27%
12	CSX	Csx CORP	Stock-Industrials	0.76%	+0.06%	-5.33%
13	ABT	Abbott Laboratories	Stock-Healthcare	0.58%	-0.03%	+0.37%
14	PGX	Invesco Preferred ETF	ETF-Other	0.57%	—	+2.84%
15	HDV	Ishares Core High Dividend E	ETF-Other	0.48%	—	+2.68%
16	AAPL	Apple INC	Stock-Tech	0.42%	-0.08%	+28.37%
17	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.42%	—	+2.71%
18	HSY	Hershey Co/the	Stock-Consumer Staples	0.24%	+0.01%	—
19	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.22%	+0.01%	—
20	JNJ	Johnson & Johnson	Stock-Healthcare	0.21%	+0.01%	+10.67%

Position changes disclosed by Sanchez Wealth Management Group for the quarter ending Q1 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IWF	Ishares Russell 1000 Growth	+1.3%	-0.03%	Trim
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+1.1%	+226.15%	Add
3	MTUM	Ishares Msci USA Momentum Fa	+0.4%	+0.24%	Add
4	USMV	Ishares Msci USA Min Vol Fac	+0.3%	+1.05%	Add
5	QUAL	Ishares Msci USA Quality Fac	+0.2%	+0.22%	Add
6	AAPL	Apple INC	+0.1%	+28.37%	Add
7	TECH	Bio-techne CORP	+0.1%	-0.27%	Trim
8	PGX	Invesco Preferred ETF	+0.1%	+2.84%	Add
9	ABT	Abbott Laboratories	+0.1%	+0.37%	Add
10	BMY	Bristol-myers Squibb Co	+0.1%	+2.71%	Add
11	JNJ	Johnson & Johnson	0%	+10.67%	Add
12	HSY	Hershey Co/the	0%	—	Unchanged
13	SCHD	Schwab US Dvd Equity ETF	—	—	Unchanged
14	HDV	Ishares Core High Dividend E	0%	+2.68%	Add
15	DGRO	Ishares Core Dividend Growth	-0.1%	+1.81%	Add
16	CSX	Csx CORP	-0.1%	-5.33%	Trim
17	JHML	John Hancock Multi Fact Lrg	-0.3%	-0.12%	Trim
18	JHMM	John Hancock Multi Fact Mid	-0.4%	-1.32%	Trim
19	IVV	Ishares Core S&p 500 ETF	-0.8%	-7.36%	Trim
20	QQQ	Invesco Qqq Trust Series 1	—	NEW	New buy
21	RSP	Invesco S&p 500 Equal Weight	—	EXIT	Sold out
22	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out
23	CAT	Caterpillar INC	—	EXIT	Sold out
24	UNP	Union Pacific CORP	—	EXIT	Sold out