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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 : 12     View All Holdings Currently Viewing:  Decreased 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
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 1 - $50.41 $26,066,000 518,316 8.83% -12,553,000 -250,381 0.099    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 3 - $355.44 $24,496,000 72,678 8.3% 2,374,000 -292 0.027    Closed - End Fund - E...
   (SDVY)1 Year Chart         SDVY First Trust Smid Cap Rising... 12 - $0.00 $13,064,000 375,197 4.42% 241,000 -16,104 0.417    N/A
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 14 - $54.13 $9,820,000 174,823 3.33% 522,000 -5,119 0.016    N/A
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 15 - $0.00 $9,418,000 92,869 3.19% 412,000 -1,736 0.108    N/A
   (FIXD)1 Year Chart         FIXD First Trust Tcw Opportnisti... 16 - $43.06 $8,828,000 202,484 2.99% -296,000 -2,074 0.198    N/A
   (CSX)1 Year Chart         CSX CSX Corp 20 - $32.67 $1,715,000 46,264 0.58% 82,000 -837 0.002    Railroads
   (TECH)1 Year Chart         TECH Techne Corp 22 - $76.89 $1,514,000 21,506 0.51% -147,000 -22 0.014    Biotechnology
   (AAPL)1 Year Chart         AAPL Apple Inc 23 - $207.15 $1,234,000 7,196 0.42% -159,000 -41 0    Personal Computers
   (PGX)1 Year Chart         PGX Invesco Preferred ETF 25 - $11.51 $698,000 58,771 0.24% 13,000 -924 0.014    Closed - End Fund - Debt
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 26 - $120.91 $584,000 646 0.2% 13,000 -508 0    Semiconductor - Speci...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 28 - $48.94 $539,000 10,761 0.18% -22,741,000 -488,488 0    Closed - End Fund - E...
      12 Records Found
  1    
Page 1 of 1
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