Sanchez Wealth Management Group Purchases in Q1 2025

Sanchez Wealth Management Group

  • $341 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
77.2K
+ 37.86%
$50.48 - $51.04 $3.9M - $3.94M
281K $14.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8.3K
+ 8.35%
$196.12 - $229.48 $1.63M - $1.91M
108K $21.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.07K
+ 4.57%
$33.84 - $37.77 $273K - $305K
185K $6.78M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
16.8K
+ 5.97%
$55.41 - $60.74 $930K - $1.02M
298K $16.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.31K
+ 6.75%
$551.42 - $612.93 $1.83M - $2.03M
52.4K $29.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
13.4K
+ 4.36%
$78.0 - $84.37 $1.04M - $1.13M
320K $25.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.13K
+ 3.75%
$50.29 - $50.5 $358K - $360K
197K $9.92M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.4K
+ 1.28%
$97.38 - $104.52 $137K - $147K
111K $11.2M
HTRB
Hartford Fds Total Return Bd E

ETFs
3.2K
+ 1.18%
$33.03 - $34.09 $106K - $109K
275K $9.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
18K
+ 5.06%
$53.6 - $58.97 $963K - $1.06M
373K $20.3M
RDVY
First Trust Rising Dividend Ac

ETFs
4.22K
+ 2.21%
$57.22 - $63.39 $241K - $267K
195K $11.4M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
8.83K
+ 16.14%
$11.22 - $11.8 $99.1K - $104K
63.5K $712K
JNJ
Johnson & Johnson

Healthcare
23
+ 1.34%
$142.06 - $167.7 $3.27K - $3.86K
1.74K $288K
ADP
Automatic Data Processing Inc

Industrials
7
+ 0.54%
$286.85 - $318.64 $2.01K - $2.23K
1.31K $399K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
263
+ 11.94%
$192.82 - $222.1 $50.7K - $58.4K
2.47K $475K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.06%
$225.19 - $279.95 $225 - $280
1.76K $430K
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
+ 0.12%
$308.87 - $383.33 $618 - $767
1.69K $552K
Pimco ETF Tr
49.2K
+ 6.6%
N/A
795K $0
Zacks Trust
179K
New
N/A
179K $0
CSX
Csx Corp

Industrials
3.9K
+ 8.8%
$29.11 - $33.67 $113K - $131K
48.2K $1.42M
AMZN
Amazon Com Inc

Consumer Cyclical
34
+ 2.92%
$190.26 - $242.06 $6.47K - $8.23K
1.2K $227K
JHML
John Hancock Multifactor Large

ETFs
14.8K
+ 3.17%
$66.07 - $73.03 $981K - $1.08M
483K $32.5M
CAT
Caterpillar Inc

Industrials
6
+ 0.4%
$326.75 - $407.63 $1.96K - $2.45K
1.52K $502K
ETN
Eaton Corp PLC

Industrials
3
+ 0.32%
$271.83 - $371.23 $815 - $1.11K
934 $253K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
20K
+ 5.65%
$32.49 - $37.99 $651K - $761K
375K $12.5M
JHMM
John Hancock Multifactor Mid C

ETFs
4.67K
+ 2.1%
$55.69 - $63.12 $260K - $295K
227K $13M
TECH
Bio Techne Corp

Healthcare
2
+ 0.01%
$58.47 - $78.75 $117 - $158
21.1K $1.24M
MSFT
Microsoft Corp

Technology
129
+ 1.43%
$375.39 - $447.2 $48.4K - $57.7K
9.14K $3.43M
SPYG
Spdr Portfolio

ETFs
1.9K
+ 1.5%
$80.05 - $92.39 $152K - $175K
128K $10.2M
IVV
Ishares Core S&P 500 ETF

ETFs
94
+ 0.22%
$554.06 - $615.85 $52.1K - $57.9K
43.4K $24.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
944
+ 2.27%
$468.34 - $539.52 $442K - $509K
42.5K $19.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.45K
+ 3.13%
$360.07 - $417.26 $880K - $1.02M
80.7K $29.1M
Activity Summary
Buys All Purchases 33 New Holdings 1 Increased Positions 32 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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