13F-HR filed by Sanchez Wealth Management Group
Sanchez Wealth Management Group filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-10-13, with 31 holding rows worth $183,219,000.
- Accession
- 0001420506-22-001856
- Filer
- CIK 1697740
- Filed
- 2022-10-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 31 entries on the cover page, a total value of $183,219,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $183,219,000 with VALUE read as thousands by filing date, 13F file number 028-18344. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 476,659 | $23,966,000 | thousands by filing date | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J107 | MLTFCTR LRG CAP | 473,474 | $21,510,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 90,863 | $19,117,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 63,762 | $17,041,000 | thousands by filing date | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 491,787 | $16,962,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 41,498 | $14,883,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 303,104 | $11,785,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 30,057 | $10,736,000 | thousands by filing date | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 69,603 | $9,130,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 152,477 | $8,220,000 | thousands by filing date | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 90,233 | $7,215,000 | thousands by filing date | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J206 | MULTIFACTOR MI | 150,967 | $6,431,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 110,128 | $4,897,000 | thousands by filing date | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 41,538 | $2,081,000 | thousands by filing date | |
| BIO-TECHNE CORP | 09073M104 | COM | 5,644 | $1,603,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 43,971 | $1,171,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 7,185 | $993,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 8,407 | $813,000 | thousands by filing date | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 17,241 | $724,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 45,259 | $538,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 6,894 | $490,000 | thousands by filing date | |
| HERSHEY CO COM | 427866108 | Stock | 1,902 | $419,000 | thousands by filing date | |
| SCHD | 808524797 | COM | 5,276 | $351,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 1,571 | $343,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 2,605 | $315,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 1,803 | $295,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,237 | $280,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 1,598 | $262,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,560 | $224,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 1,101 | $214,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 900 | $210,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-22-001856 | this filing | 2022-10-13 | acceptance time not in the bulk data set |