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| Name: |
Sanchez Wealth Management Group |
| City: |
JACKSONVILLE |
| State: |
FL |
| Zip: |
32256 |
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data |
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| Holdings
Found :
16 |
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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 |
|
JHML |
John Hancock Multifactor La... |
2 |
- |
$64.15 |
$25,955,000 |
400,780 |
8.79% |
2,815,000 |
7,306 |
1.836 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
4 |
- |
$529.96 |
$21,452,000 |
40,805 |
7.26% |
1,992,000 |
63 |
0.001 |
Closed - End Fund - E... |
|
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DGRW |
Wisdomtree Us Dividend Grow... |
5 |
- |
$75.91 |
$19,065,000 |
250,224 |
6.46% |
1,733,000 |
3,606 |
0.188 |
N/A |
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SPY |
Standard & Poors Depository... |
7 |
- |
$527.37 |
$17,971,000 |
34,357 |
6.09% |
2,173,000 |
1,120 |
0 |
Closed - End Fund - E... |
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PYLD |
Pimco Multisector Bond Acti... |
8 |
- |
$25.58 |
$17,144,000 |
665,527 |
5.81% |
323,000 |
10,124 |
0.739 |
N/A |
|
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QQQ |
Invesco QQQ Trust Series I |
9 |
- |
$450.71 |
$15,451,000 |
34,799 |
5.23% |
1,223,000 |
55 |
0.007 |
Closed - End Fund - Debt |
|
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MTUM |
Ishares Msci Usa Momentum F... |
10 |
- |
$0.00 |
$13,318,000 |
71,085 |
4.51% |
2,275,000 |
696 |
0.009 |
N/A |
|
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JHMM |
John Hancock Multifactor Mi... |
13 |
- |
$55.99 |
$10,130,000 |
176,549 |
3.43% |
1,141,000 |
5,855 |
0.196 |
N/A |
|
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GWL |
St Spdr S&P Wld Xus |
17 |
- |
$36.29 |
$7,743,000 |
216,051 |
2.62% |
675,000 |
8,214 |
0.024 |
Closed - End Fund - E... |
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SPYG |
SPDR Dow Jones Wilshire Lar... |
19 |
- |
$75.01 |
$4,774,000 |
65,269 |
1.62% |
985,000 |
7,025 |
0.003 |
Closed - End Fund - E... |
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ELR |
streetTRACKS Series Trust -... |
21 |
- |
$62.02 |
$1,682,000 |
27,343 |
0.57% |
377,000 |
3,989 |
0.003 |
Closed - End Fund - E... |
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ABT |
Abbott Laboratories |
24 |
- |
$102.19 |
$983,000 |
8,653 |
0.33% |
35,000 |
43 |
0 |
Drug Manufacturers - ... |
|
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CAT |
Caterpillar Inc |
27 |
- |
$338.52 |
$567,000 |
1,549 |
0.19% |
111,000 |
7 |
0 |
Farm & Construction M... |
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LPLA |
LPL Investment Holdings Inc |
30 |
- |
$286.21 |
$435,000 |
1,647 |
0.15% |
61,000 |
2 |
0.002 |
Investment Brokerage ... |
|
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ADP |
Automatic Data Processing Inc |
36 |
- |
$244.92 |
$319,000 |
1,278 |
0.11% |
23,000 |
8 |
0 |
Business Software & S... |
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JNJ |
Johnson & Johnson |
38 |
- |
$146.67 |
$282,000 |
1,784 |
0.1% |
4,000 |
12 |
0 |
Drug Manufacturers - ... |
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