Sanchez Wealth Management Group Portfolio Holdings
Sanchez Wealth Management Group
- $347 Million
- Q4 2024
Sanchez Wealth Management Group has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $347 Million distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Large with a value of $32.6M, Ishares Russell 1000 Gr ETF with a value of $31.4M, Spdr S&P 500 ETF Trust with a value of $28.8M, Ishares Core S&P 500 ETF with a value of $25.5M, and Wisdomtree Tr Us Quality Divid with a value of $24.8M.
Examining the 13F form we can see an increase of $37.7M in the current position value, from $309M to 347M.
Below you can find more details about Sanchez Wealth Management Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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