0001420506-22-001209.txt : 20220713 0001420506-22-001209.hdr.sgml : 20220713 20220713140854 ACCESSION NUMBER: 0001420506-22-001209 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220713 DATE AS OF CHANGE: 20220713 EFFECTIVENESS DATE: 20220713 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sanchez Wealth Management Group CENTRAL INDEX KEY: 0001697740 IRS NUMBER: 272087535 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18344 FILM NUMBER: 221080851 BUSINESS ADDRESS: STREET 1: 5150 BELFORT RD STREET 2: STE 702 CITY: JACKSONVILLE STATE: FL ZIP: 32256 BUSINESS PHONE: 904-281-9261 MAIL ADDRESS: STREET 1: 5150 BELFORT RD STREET 2: STE 702 CITY: JACKSONVILLE STATE: FL ZIP: 32256 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001697740 XXXXXXXX 06-30-2022 06-30-2022 false Sanchez Wealth Management Group
5150 BELFORT RD STE 702 JACKSONVILLE FL 32256
13F HOLDINGS REPORT 028-18344 N
Christen Sanchez CCO 904-281-9261 Christen Sanchez, CCO JACKSONVILLE FL 07-07-2022 0 33 201180 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR SANCHEZ WEALTH MANAGEMENT GROUP ABBOTT LABS COM 002824100 910 8371 SH SOLE 0 0 8371 APPLE INC COM 037833100 981 7177 SH SOLE 0 0 7177 AUTOMATIC DATA PROCESSING IN COM 053015103 259 1231 SH SOLE 0 0 1231 BIO-TECHNE CORP COM 09073M104 1955 5639 SH SOLE 0 0 5639 BOEING CO COM 097023105 356 2605 SH SOLE 0 0 2605 BRISTOL-MYERS SQUIBB CO COM 110122108 531 6894 SH SOLE 0 0 6894 CATERPILLAR INC COM 149123101 284 1588 SH SOLE 0 0 1588 CSX CORP COM 126408103 1277 43949 SH SOLE 0 0 43949 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 4465 109120 SH SOLE 96 0 109024 HERSHEY CO COM 427866108 409 1902 SH SOLE 0 0 1902 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 546 44250 SH SOLE 727 0 43523 INVESCO QQQ TR UNIT SER 1 46090E103 17753 63339 SH SOLE 83 0 63256 ISHARES TR MSCI USA MMENTM 46432F396 9637 70671 SH SOLE 56 0 70615 ISHARES TR RUS 1000 GRW ETF 464287614 20444 93481 SH SOLE 132 0 93349 ISHARES TR MSCI USA QLT FCT 46432F339 19792 177138 SH SOLE 203 0 176936 ISHARES TR CORE DIV GRWTH 46434V621 5407 113493 SH SOLE 157 0 113337 ISHARES TR CORE S&P500 ETF 464287200 15727 41479 SH SOLE 18 0 41461 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 25252 529617 SH SOLE 708 0 528909 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 6697 151583 SH SOLE 112 0 151471 JOHNSON & JOHNSON COM 478160104 318 1792 SH SOLE 0 0 1792 LPL FINL HLDGS INC COM 50212V100 277 1502 SH SOLE 0 0 1502 MICROSOFT CORP COM 594918104 231 900 SH SOLE 0 0 900 PROSHARES TR S&P 500 DV ARIST 74348A467 8092 94797 SH SOLE 200 0 94597 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 378 5276 SH SOLE 0 0 5276 SPDR GOLD TR GOLD SHS 78463V107 10516 62422 SH SOLE 116 0 62306 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 1870 78638 SH SOLE 68 0 78570 SPDR S&P 500 ETF TR TR UNIT 78462F103 11333 30040 SH SOLE 95 0 29945 SPDR SER TR PRTFLO S&P500 GW 78464A409 1524 29145 SH SOLE 20 0 29125 SPDR SER TR PRTFLO S&P500 VL 78464A508 19339 525239 SH SOLE 608 0 524631 SPDR SER TR PORTFOLIO S&P500 78464A854 855 19291 SH SOLE 0 0 19291 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 10883 261354 SH SOLE 443 0 260911 UNION PAC CORP COM 907818108 235 1101 SH SOLE 0 0 1101 WISDOMTREE TR US QTLY DIV GRT 97717X669 2647 46181 SH SOLE 168 0 46013