Sanchez Wealth Management Group

Q1 2025 13F Holdings

  • Location
    jacksonville, FL
  • Num holdings

    46

  • Value ($000)

    $368,195

  • Date Filed
    04/16/2025
  • Form type
    13F-HR
  • CIK
    0001697740
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JHML
JHML

JOHN HANCOCK EXCHANGE TRADED

MLTFCTR LRG CAP
$32.55M
9 %

482,789

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$29.30M
8 %

52,383

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$29.13M
8 %

80,671

DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
$25.56M
7 %

320,032

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$24.38M
7 %

43,384

MTUM
MTUM

ISHARES TR

MSCI USA MMENTM
$21.78M
6 %

107,752

PYLD
PYLD

PIMCO ETF TR

MULTISECTOR BD
$20.94M
6 %

794,657

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$20.44M
6 %

373,321

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$19.91M
5 %

42,457

JQUA
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
$16.81M
5 %

297,615

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