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  Name: Sanchez Wealth Management Group
  City: JACKSONVILLE
  State: FL
  Zip: 32256
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $295,298,000
  Total Value Change : $20,915,000
  Securities Held Change : 3
   
All Securities Held : 39
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 18
  Unchanged Positions : 6
  Decreased Positions : 12

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 6 New $0.00 $18,105,000 311,557 6.13% 18,105,000 311,557 0.035    N/A
   (JQUA)1 Year Chart         JQUA Jpmorgan Us Quality Factor Etf 11 New $0.00 $13,233,000 250,298 4.48% 13,233,000 250,298 0.278    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 18 New $0.00 $5,813,000 118,241 1.97% 5,813,000 118,241 0.114    N/A

      3 Records Found
  1    
Page 1 of 1
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