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CIK: 0001697740
Total reported value
$570.7M
$570.7M
40 檔
22.8%
During the Q3 2024 filing period, Sanchez Wealth Management Group (CIK: 0001697740) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $570.7M across 40 reported positions.
In Q3 2024, Sanchez Wealth Management Group displayed an active expansion posture, initiating 3 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 8.98% | -0.41% | +4.67% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.26% | -0.12% | -0.43% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.83% | -0.54% | +8.05% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.44% | -0.60% | -0.97% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.19% | -0.48% | +0.27% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.87% | -0.46% | +4.59% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.84% | -0.80% | +5.66% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.63% | +0.13% | +5.18% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.53% | +1.49% | +19.43% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.67% | -0.08% | +4.81% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.90% | -0.32% | -8.38% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.43% | +0.45% | -49.74% | |
| 13 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.40% | -0.18% | +1.38% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 3.13% | -0.03% | -1.69% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.06% | -0.12% | +0.64% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.89% | -0.20% | -15.17% | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.84% | -0.25% | — | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.31% | -0.06% | +23.06% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.80% | +3.10% | — | |
| 20 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.67% | — | -4.35% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.43% | +5.48% | |
| 22 | TECH | Bio-techne CORP | Stock-Healthcare | 0.52% | +0.02% | -0.34% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.52% | -0.15% | +0.65% | |
| 24 | CSX | Csx CORP | Stock-Industrials | 0.47% | -0.02% | +0.10% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.06% | +0.02% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | -0.02% | — | |
| 27 | PGX | Invesco Preferred ETF | ETF-Other | 0.21% | — | -1.34% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | +0.05% | +0.45% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.15% | -0.05% | -1.22% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.14% | -0.01% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.09% | +1.31% | |
| 32 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.12% | -0.03% | +0.12% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | -0.01% | — | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.11% | -0.01% | +0.54% | |
| 35 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.11% | -0.02% | — | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.09% | — | +0.32% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.01% | +6.85% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.08% | -0.03% | +0.23% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.07% | — | — | |
| 40 | EXK | Exact Sciences CORP | Stock-Materials | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HTRB | Hartford Ttl Rtrn Bnd ETF | +2.8% | NEW | New buy |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +1.8% | NEW | New buy |
| 3 | MTUM | Ishares Msci USA Momentum Fa | +0.8% | +19.43% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +8.05% | Add |
| 5 | JHML | John Hancock Multi Fact Lrg | +0.4% | +4.67% | Add |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | +23.06% | Add |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | +0.3% | +4.59% | Add |
| 8 | JQUA | Jpmorgan US Quality Factor | +0.2% | +4.81% | Add |
| 9 | PYLD | Pimco Multisector Bond Actv | +0.2% | +5.66% | Add |
| 10 | NOBL | Proshares S&p 500 Dividend A | +0.2% | +0.64% | Add |
| 11 | JHMM | John Hancock Multi Fact Mid | +0.1% | +1.38% | Add |
| 12 | EXK | Exact Sciences CORP | +0.1% | NEW | New buy |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.18% | Add |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +5.48% | Add |
| 15 | AAPL | Apple Inc | 0% | +0.65% | Add |
| 16 | TECH | Bio-techne CORP | 0% | -0.34% | Trim |
| 17 | CAT | Caterpillar Inc | 0% | +0.45% | Add |
| 18 | ABT | Abbott Laboratories | 0% | +0.02% | Add |
| 19 | LMT | Lockheed Martin CORP | 0% | +0.23% | Add |
| 20 | ADP | Automatic Data Processing | 0% | +0.54% | Add |
| 21 | JNJ | Johnson & Johnson | 0% | +6.85% | Add |
| 22 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 23 | RDVY | First Trust Rising Dividend | — | -1.69% | Trim |
| 24 | PGX | Invesco Preferred ETF | — | -1.34% | Trim |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | — | -1.22% | Trim |
| 26 | UNP | Union Pacific CORP | — | — | Unchanged |
| 27 | ETN | Eaton Corporation plc | — | +0.32% | Add |
| 28 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 29 | HSY | Hershey Co/the | — | — | Unchanged |
| 30 | CSX | Csx CORP | 0% | +0.10% | Add |
| 31 | MSFT | Microsoft CORP | 0% | +1.31% | Add |
| 32 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 33 | LPLA | Lpl Financial Holdings Inc | 0% | +0.12% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +0.27% | Add |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | -0.97% | Trim |
| 36 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.1% | -4.35% | Trim |
| 37 | SDVY | First Trust Smid Cap Rising | -0.3% | -8.38% | Trim |
| 38 | IWF | Ishares Russell 1000 Growth | -0.3% | -0.43% | Trim |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.5% | -15.17% | Trim |
| 40 | FIXD | First Trust Smith Opportunis | -2.9% | EXIT | Sold out |
| 41 | USFR | Wisdomtree Floating Rate Tre | -3.8% | -49.74% | Trim |
According to official SEC Form 13F filings, Sanchez Wealth Management Group reported a total U.S. public equity portfolio value of $570.7M across 40 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JHML, IWF, SPY) accounted for 22.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
HTRB
市值: $9.3M
Top Position Liquidated / Trimmed
FIXD
前期市值: $8.8M
During Q3 2024, Sanchez Wealth Management Group's top holdings by market value included JHML (9.0%)、IWF (8.3%)、SPY (7.8%). The largest single position, JHML, represented 9.0% of total portfolio value.
In Q3 2024, Sanchez Wealth Management Group made 36 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 10 holdings, and fully liquidating 1 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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