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CIK: 0001697740
Total reported value
$570.7M
$570.7M
38 檔
21.2%
At the close of Q2 2024, Sanchez Wealth Management Group disclosed equity holdings valued at approximately $570.7M, spread across 38 reported holdings.
During Q2 2024, Sanchez Wealth Management Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWF, JHML, DGRW) accounted for 21.2% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.56% | -0.12% | -0.26% | |
| 2 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 8.54% | -0.41% | +1.20% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.49% | -0.60% | +18.32% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.31% | -0.54% | +20.69% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.26% | +0.45% | -14.04% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.23% | -0.48% | -0.08% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.65% | -0.80% | +2.22% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.62% | -0.46% | +2.22% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.58% | +0.13% | +3.34% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.73% | +1.49% | +5.37% | |
| 11 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.44% | -0.08% | +3.33% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 4.15% | -0.32% | +2.33% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.38% | -0.20% | +37.56% | |
| 14 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.26% | -0.18% | +3.60% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-Other | 3.13% | -0.03% | +1.07% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.91% | -0.12% | +0.67% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.85% | — | +0.92% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.93% | -0.06% | +13.65% | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.74% | — | +4.32% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.43% | +9.90% | |
| 21 | TECH | Bio-techne CORP | Stock-Healthcare | 0.50% | +0.02% | -0.14% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.49% | -0.15% | +0.33% | |
| 23 | CSX | Csx CORP | Stock-Industrials | 0.48% | -0.02% | -4.49% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.29% | -0.06% | +0.52% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | -0.02% | +900.00% | |
| 26 | PGX | Invesco Preferred ETF | ETF-Other | 0.21% | — | -4.53% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | +0.05% | +0.32% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.15% | -0.05% | -10.55% | |
| 29 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.15% | -0.03% | +0.12% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.13% | -0.01% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.09% | +1.10% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | -0.01% | -4.12% | |
| 33 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.11% | -0.02% | — | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.10% | -0.01% | +0.55% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.09% | — | +0.54% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | -0.01% | -8.35% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.07% | — | — | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.07% | -0.03% | — |
According to official SEC Form 13F filings, Sanchez Wealth Management Group reported a total U.S. public equity portfolio value of $570.7M across 38 disclosed positions in Q2 2024.
During Q2 2024, Sanchez Wealth Management Group's top holdings by market value included IWF (8.6%)、JHML (8.5%)、DGRW (7.5%). The largest single position, IWF, represented 8.6% of total portfolio value.
In Q2 2024, Sanchez Wealth Management Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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