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