0001420506-22-001856.txt : 20221013
0001420506-22-001856.hdr.sgml : 20221013
20221013101212
ACCESSION NUMBER: 0001420506-22-001856
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221013
DATE AS OF CHANGE: 20221013
EFFECTIVENESS DATE: 20221013
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: 221308330
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
09-30-2022
09-30-2022
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
10-11-2022
0
31
183219
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR SANCHEZ WEALTH MANAGEMENT GROUP
ABBOTT LABS
COM
002824100
813
8407
SH
SOLE
0
0
8407
APPLE INC
COM
037833100
993
7185
SH
SOLE
0
0
7185
AUTOMATIC DATA PROCESSING IN
COM
053015103
280
1237
SH
SOLE
0
0
1237
BIO-TECHNE CORP
COM
09073M104
1603
5644
SH
SOLE
0
0
5644
BOEING CO
COM
097023105
315
2605
SH
SOLE
0
0
2605
BRISTOL-MYERS SQUIBB CO
COM
110122108
490
6894
SH
SOLE
0
0
6894
CATERPILLAR INC
COM
149123101
262
1598
SH
SOLE
0
0
1598
CSX CORP
COM
126408103
1171
43971
SH
SOLE
0
0
43971
EXXON MOBIL CORP
COM
30231G102
224
2560
SH
SOLE
1280
0
1280
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
11785
303104
SH
SOLE
278
0
302826
HERSHEY CO
COM
427866108
419
1902
SH
SOLE
0
0
1902
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
538
45259
SH
SOLE
751
0
44508
INVESCO QQQ TR
UNIT SER 1
46090E103
17041
63762
SH
SOLE
81
0
63680
ISHARES TR
RUS 1000 GRW ETF
464287614
19117
90863
SH
SOLE
132
0
90731
ISHARES TR
MSCI USA MMENTM
46432F396
9130
69603
SH
SOLE
42
0
69561
ISHARES TR
CORE DIV GRWTH
46434V621
4897
110128
SH
SOLE
158
0
109970
ISHARES TR
CORE S&P500 ETF
464287200
14883
41498
SH
SOLE
18
0
41480
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
47804J107
21510
473474
SH
SOLE
554
0
472920
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
47804J206
6431
150967
SH
SOLE
107
0
150860
JOHNSON & JOHNSON
COM
478160104
295
1803
SH
SOLE
0
0
1803
LPL FINL HLDGS INC
COM
50212V100
343
1571
SH
SOLE
0
0
1571
MICROSOFT CORP
COM
594918104
210
900
SH
SOLE
0
0
900
PROSHARES TR
S&P 500 DV ARIST
74348A467
7215
90233
SH
SOLE
193
0
90039
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
351
5276
SH
SOLE
0
0
5276
SPDR S&P 500 ETF TR
TR UNIT
78462F103
10736
30057
SH
SOLE
98
0
29958
SPDR SER TR
PRTFLO S&P500 GW
78464A409
2081
41538
SH
SOLE
56
0
41482
SPDR SER TR
PRTFLO S&P500 VL
78464A508
16962
491787
SH
SOLE
573
0
491215
SPDR SER TR
PORTFOLIO S&P500
78464A854
724
17241
SH
SOLE
0
0
17241
UNION PAC CORP
COM
907818108
214
1101
SH
SOLE
0
0
1101
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
23966
476659
SH
SOLE
806
0
475854
WISDOMTREE TR
US QTLY DIV GRT
97717X669
8220
152477
SH
SOLE
242
0
152235