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CIK: 0001697740
Total reported value
$570.7M
$570.7M
49 檔
25.1%
The Q4 2024 SEC filing reveals that Sanchez Wealth Management Group held a total portfolio value of $570.7M, covering 49 public equity positions.
In Q4 2024, Sanchez Wealth Management Group displayed an active expansion posture, initiating 10 new positions and adding to 30 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 | 8.90% | -0.41% | +10.23% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.58% | -0.12% | +8.38% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.86% | -0.54% | +9.53% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.96% | -0.48% | +5.89% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.78% | -0.60% | +4.59% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.80% | +0.13% | +9.75% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.62% | +1.49% | +11.17% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.48% | -0.46% | +6.69% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.28% | -0.80% | +3.71% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.39% | -0.08% | +3.60% | |
| 11 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.63% | -0.18% | +20.11% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.47% | -0.32% | +0.78% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-Other | 3.08% | -0.03% | +9.91% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.03% | -0.06% | +38.04% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.99% | -0.12% | +16.82% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.82% | +3.10% | +76.00% | |
| 17 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.61% | +0.45% | -15.18% | |
| 18 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.48% | -0.25% | +1.94% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.65% | -0.20% | -29.99% | |
| 20 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.55% | — | +9.39% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.37% | -0.15% | +175.64% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.09% | +871.84% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.43% | +2.62% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.05% | +320.93% | |
| 25 | TECH | Bio-techne CORP | Stock-Healthcare | 0.42% | +0.02% | -1.26% | |
| 26 | CSX | Csx CORP | Stock-Industrials | 0.39% | -0.02% | +0.10% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | -0.02% | +16.98% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.24% | -0.06% | -8.93% | |
| 29 | PGX | Invesco Preferred ETF | ETF-Other | 0.17% | — | -1.19% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.05% | -2.75% | |
| 31 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.15% | -0.03% | +2.12% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.15% | -0.01% | — | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.13% | +0.29% | — | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.12% | -0.01% | +200.02% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.12% | +0.01% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | -0.01% | +0.52% | |
| 37 | CMF | Ishares California Muni Bond | ETF-Other | 0.10% | — | — | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.10% | -0.01% | +0.54% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | -0.01% | — | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.08% | — | +0.32% | |
| 41 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.08% | -0.02% | — | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.08% | — | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | — | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | -0.01% | — | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | -0.01% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | -0.01% | -1.72% | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.06% | -0.05% | EXIT | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.06% | — | — | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.06% | -0.03% | +0.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +1% | +76.00% | Add |
| 2 | MSFT | Microsoft CORP | +0.9% | +871.84% | Add |
| 3 | AAPL | Apple Inc | +0.9% | +175.64% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | +38.04% | Add |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.4% | +320.93% | Add |
| 6 | IWF | Ishares Russell 1000 Growth | +0.3% | +8.38% | Add |
| 7 | JHMM | John Hancock Multi Fact Mid | +0.2% | +20.11% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +9.75% | Add |
| 9 | DGRO | Ishares Core Dividend Growth | +0.2% | NEW | New buy |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | NEW | New buy |
| 11 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | New buy |
| 12 | CMF | Ishares California Muni Bond | +0.1% | NEW | New buy |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 14 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +11.17% | Add |
| 15 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 16 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | +0.1% | NEW | New buy |
| 18 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 19 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 20 | NVDA | Nvidia CORP | 0% | +16.98% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +9.53% | Add |
| 22 | LPLA | Lpl Financial Holdings Inc | 0% | +2.12% | Add |
| 23 | JPM | Jpmorgan Chase & Co | — | +0.52% | Add |
| 24 | ADP | Automatic Data Processing | 0% | +0.54% | Add |
| 25 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 26 | ETN | Eaton Corporation plc | 0% | +0.32% | Add |
| 27 | LMT | Lockheed Martin CORP | 0% | +0.46% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | -1.72% | Trim |
| 29 | SCHD | Schwab US Dvd Equity ETF | 0% | +200.02% | Add |
| 30 | HSY | Hershey Co/the | 0% | — | Unchanged |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +2.62% | Add |
| 32 | CAT | Caterpillar Inc | 0% | -2.75% | Trim |
| 33 | PGX | Invesco Preferred ETF | 0% | -1.19% | Trim |
| 34 | RDVY | First Trust Rising Dividend | -0.1% | +9.91% | Add |
| 35 | EXK | Exact Sciences CORP | -0.1% | EXIT | Sold out |
| 36 | ABT | Abbott Laboratories | -0.1% | -8.93% | Trim |
| 37 | NOBL | Proshares S&p 500 Dividend A | -0.1% | +16.82% | Add |
| 38 | JHML | John Hancock Multi Fact Lrg | -0.1% | +10.23% | Add |
| 39 | CSX | Csx CORP | -0.1% | +0.10% | Add |
| 40 | TECH | Bio-techne CORP | -0.1% | -1.26% | Trim |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.1% | +9.39% | Add |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.2% | +5.89% | Add |
| 43 | JQUA | Jpmorgan US Quality Factor | -0.3% | +3.60% | Add |
| 44 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.4% | +1.94% | Add |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | -0.4% | +6.69% | Add |
| 46 | SDVY | First Trust Smid Cap Rising | -0.4% | +0.78% | Add |
| 47 | PYLD | Pimco Multisector Bond Actv | -0.6% | +3.71% | Add |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | -0.7% | +4.59% | Add |
| 49 | USFR | Wisdomtree Floating Rate Tre | -0.8% | -15.18% | Trim |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | -1.2% | -29.99% | 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 49 disclosed positions in Q4 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 25.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
DGRO
市值: $549.7K
Top Position Liquidated / Trimmed
EXK
前期市值: $210.6K
During Q4 2024, Sanchez Wealth Management Group's top holdings by market value included JHML (8.9%)、IWF (8.6%)、SPY (7.9%). The largest single position, JHML, represented 8.9% of total portfolio value.
In Q4 2024, Sanchez Wealth Management Group made 48 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 7 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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