SANCHEZ WEALTH MANAGEMENT GROUP

PrivateCIK: 1697740
Location

JACKSONVILLE, FL

53
Positions
$462.36M
Total AUM (reported)
5.94M
Total Shares

Allocation by class

TOTAL AUM$462.36M53 positions
MLTFCTR LRG CAP$39.44M8.5%
MSCI USA MMENTM$37.32M8.1%
RUS 1000 GRW ETF$35.90M7.8%
STATE STREET SPD$32.61M7.1%
TR UNIT$32.28M7.0%
US QTLY DIV GRT$32.11M6.9%
CORE S&P500 ETF$27.30M5.9%

Portfolio Concentration

Top 324.4%4–1041.5%11–2530.7%Rest3.4%TOP 1065.8%0%100%
Top 3$112.66M24.4%
4–10$191.77M41.5%
11–25$142.09M30.7%
Rest$15.84M3.4%

Top 3 weight

24.4%

Top 10 weight

65.8%

Voting Authority Distribution

Total shares with voting rights: 5.94M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

5.94M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole53
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings53
Rows:

JOHN HANCOCK EXCHANGE TRADED

SOLE
MLTFCTR LRG CAP
Shares503.95K
TypeSH
Market value$39.44M
8.53%
Sole
0.00
Shared
0.00
None
503.95K

ISHARES TR

SOLE
MSCI USA MMENTM
Shares155.49K
TypeSH
Market value$37.32M
8.07%
Sole
0.00
Shared
0.00
None
155.49K

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares84.19K
TypeSH
Market value$35.90M
7.76%
Sole
0.00
Shared
0.00
None
84.19K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares49.64K
TypeSH
Market value$32.28M
6.98%
Sole
0.00
Shared
0.00
None
49.64K

WISDOMTREE TR

SOLE
US QTLY DIV GRT
Shares365.55K
TypeSH
Market value$32.11M
6.94%
Sole
0.00
Shared
0.00
None
365.55K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares41.80K
TypeSH
Market value$27.30M
5.91%
Sole
0.00
Shared
0.00
None
41.80K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares46.48K
TypeSH
Market value$26.83M
5.80%
Sole
0.00
Shared
0.00
None
46.48K

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares527.18K
TypeSH
Market value$26.55M
5.74%
Sole
0.00
Shared
0.00
None
527.18K

PIMCO ETF TR

SOLE
MULTISECTOR BD
Shares930.27K
TypeSH
Market value$24.37M
5.27%
Sole
0.00
Shared
0.00
None
930.27K

J P MORGAN EXCHANGE TRADED F

SOLE
US QUALTY FCTR
Shares364.04K
TypeSH
Market value$22.32M
4.83%
Sole
0.00
Shared
0.00
None
364.04K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares325.76K
TypeSH
Market value$22.24M
4.81%
Sole
0.00
Shared
0.00
None
325.76K

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares451.73K
TypeSH
Market value$17.81M
3.85%
Sole
0.00
Shared
0.00
None
451.73K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares306.34K
TypeSH
Market value$13.98M
3.02%
Sole
0.00
Shared
0.00
None
306.34K

PACER FDS TR

SOLE
US CASH COWS 100
Shares202.03K
TypeSH
Market value$12.64M
2.73%
Sole
0.00
Shared
0.00
None
202.03K

JOHN HANCOCK EXCHANGE TRADED

SOLE
MULTIFACTOR MI
Shares180.82K
TypeSH
Market value$12.14M
2.62%
Sole
0.00
Shared
0.00
None
180.82K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares104.82K
TypeSH
Market value$10.26M
2.22%
Sole
0.00
Shared
0.00
None
104.82K

HARTFORD FDS EXCHANGE TRADED

SOLE
TOTAL RTRN ETF
Shares245.79K
TypeSH
Market value$8.29M
1.79%
Sole
0.00
Shared
0.00
None
245.79K

ZACKS TRUST

SOLE
SMALL/MID CAP
Shares211.98K
TypeSH
Market value$7.86M
1.70%
Sole
0.00
Shared
0.00
None
211.98K

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares150.94K
TypeSH
Market value$7.60M
1.64%
Sole
0.00
Shared
0.00
None
150.94K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares99.23K
TypeSH
Market value$7.60M
1.64%
Sole
0.00
Shared
0.00
None
99.23K

THE ALGER ETF TRUST

SOLE
CONCENTRATED EQT
Shares216.70K
TypeSH
Market value$6.74M
1.46%
Sole
0.00
Shared
0.00
None
216.70K

APPLE INC

SOLE
COM
Shares19.43K
TypeSH
Market value$4.93M
1.07%
Sole
0.00
Shared
0.00
None
19.43K

WISDOMTREE TR

SOLE
BIANCO TOTL RETU
Shares173.65K
TypeSH
Market value$4.39M
0.95%
Sole
0.00
Shared
0.00
None
173.65K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares12.82K
TypeSH
Market value$3.05M
0.66%
Sole
0.00
Shared
0.00
None
12.82K

MICROSOFT CORP

SOLE
COM
Shares6.89K
TypeSH
Market value$2.55M
0.55%
Sole
0.00
Shared
0.00
None
6.89K
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