Sanchez Wealth Management Group Portfolio Holdings

Sanchez Wealth Management Group

  • $341 Million
  • Q1 2025

Sanchez Wealth Management Group has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $341 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Large with a value of $32.5M, Spdr S&P 500 ETF Trust with a value of $29.3M, Ishares Russell 1000 Gr ETF with a value of $29.1M, Wisdomtree Tr Us Quality Divid with a value of $25.3M, and Ishares Core S&P 500 ETF with a value of $24.4M.

Examining the 13F form we can see an decrease of $5.49M in the current position value, from $347M to 341M.

Below you can find more details about Sanchez Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $341 Million
ETFs: $326 Million
Technology: $8.58 Million
Industrials: $2.8 Million
Healthcare: $2.57 Million
Financial Services: $982,000
Consumer Defensive: $307,000
Consumer Cyclical: $227,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.89B
$1.24 Million 0.36% of portfolio
21,135
Q1 2025 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $341 Million
  • Prior Value $347 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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