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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged 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
   (BA)1 Year Chart         BA Boeing Co 29 - $171.65 $469,000 2,430 0.16% -164,000 0 0    Aerospace/Defense - M...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 31 - $76.42 $425,000 5,276 0.14% 23,000 0 0.002    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 32 - $40.25 $382,000 7,049 0.13% 20,000 0 0    Drug Manufacturers - ...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 35 - $193.55 $350,000 1,799 0.12% 15,000 0 0.001    Confectioners
   (ETN)1 Year Chart         ETN Eaton Corp 37 - $332.89 $288,000 920 0.1% 66,000 0 0    Diversified Machinery
   (UNP)1 Year Chart         UNP Union Pacific Corp 39 - $225.88 $240,000 978 0.08% 0 0 0    Railroads

      6 Records Found
  1    
Page 1 of 1
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