0001420506-24-002211.txt : 20241105
0001420506-24-002211.hdr.sgml : 20241105
20241105094434
ACCESSION NUMBER: 0001420506-24-002211
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241105
DATE AS OF CHANGE: 20241105
EFFECTIVENESS DATE: 20241105
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sanchez Wealth Management Group
CENTRAL INDEX KEY: 0001697740
ORGANIZATION NAME:
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: 241426016
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
X0202
13F-HR
LIVE
false
true
false
0001697740
XXXXXXXX
09-30-2024
09-30-2024
false
Sanchez Wealth Management Group
5150 BELFORT RD
STE 702
JACKSONVILLE
FL
32256
13F HOLDINGS REPORT
028-18344
000169274
801-78772
N
Christen Sanchez
President
904-281-9261
Christen Sanchez, President
Jacksonville
FL
11-05-2024
0
40
328139597
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR SANCHEZ WEALTH MANAGEMENT GROUP (7871)
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
47804J107
29477494
424503
SH
SOLE
0
0
424503
ISHARES TR
RUS 1000 GRW ETF
464287614
27093302
72176
SH
SOLE
0
0
72176
SPDR S&P 500 ETF TR
TR UNIT
78462F103
25706512
44804
SH
SOLE
0
0
44804
WISDOMTREE TR
US QTLY DIV GRT
97717X669
24397763
293207
SH
SOLE
0
0
293207
ISHARES TR
CORE S&P500 ETF
464287200
23581100
40882
SH
SOLE
0
0
40882
PACER FDS TR
US CASH COWS 100
69374H881
19262244
333084
SH
SOLE
0
0
333084
PIMCO ETF TR
MULTISECTOR BD
72201R585
19156184
718807
SH
SOLE
0
0
718807
INVESCO QQQ TR
UNIT SER 1
46090E103
18461062
37825
SH
SOLE
0
0
37825
ISHARES TR
MSCI USA MMENTM
46432F396
18137649
89454
SH
SOLE
0
0
89454
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
46641Q761
15334613
271073
SH
SOLE
0
0
271073
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
33741X102
12796653
351750
SH
SOLE
0
0
351750
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
11246531
223946
SH
SOLE
0
0
223946
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
47804J206
11162917
185431
SH
SOLE
0
0
185431
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
10285100
173706
SH
SOLE
0
0
173706
PROSHARES TR
S&P 500 DV ARIST
74348A467
10044452
94085
SH
SOLE
0
0
94085
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
9468801
252098
SH
SOLE
0
0
252098
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
41653L305
9334103
266994
SH
SOLE
0
0
266994
SPDR SER TR
PRTFLO S&P500 GW
78464A409
7570827
91281
SH
SOLE
0
0
91281
JANUS DETROIT STR TR
HENDRSON AAA CL
47103U845
5894101
115843
SH
SOLE
0
0
115843
PACER FDS TR
PACER US SMALL
69374H857
5488426
117980
SH
SOLE
0
0
117980
SPDR SER TR
PORTFOLIO S&P500
78464A854
2139818
31696
SH
SOLE
0
0
31696
BIO-TECHNE CORP
COM
09073M104
1710652
21402
SH
SOLE
0
0
21402
APPLE INC
COM
037833100
1693205
7267
SH
SOLE
0
0
7267
CSX CORP
COM
126408103
1527249
44230
SH
SOLE
0
0
44230
ABBOTT LABS
COM
002824100
991941
8700
SH
SOLE
0
0
8700
NVIDIA CORPORATION
COM
67066G104
784547
6460
SH
SOLE
0
0
6460
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
683665
55357
SH
SOLE
0
0
55357
CATERPILLAR INC
COM
149123101
610398
1561
SH
SOLE
0
0
1561
SPDR SER TR
PRTFLO S&P500 VL
78464A508
502644
9509
SH
SOLE
0
0
9509
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
446018
5276
SH
SOLE
0
0
5276
MICROSOFT CORP
COM
594918104
398713
927
SH
SOLE
0
0
927
LPL FINL HLDGS INC
COM
50212V100
384028
1651
SH
SOLE
0
0
1651
JPMORGAN CHASE & CO.
COM
46625H100
368030
1745
SH
SOLE
0
0
1745
AUTOMATIC DATA PROCESSING IN
COM
053015103
357664
1292
SH
SOLE
0
0
1292
HERSHEY CO
COM
427866108
345033
1799
SH
SOLE
0
0
1799
EATON CORP PLC
SHS
G29183103
307645
928
SH
SOLE
0
0
928
JOHNSON & JOHNSON
COM
478160104
283145
1747
SH
SOLE
0
0
1747
LOCKHEED MARTIN CORP
COM
539830109
253813
434
SH
SOLE
0
0
434
UNION PAC CORP
COM
907818108
240996
978
SH
SOLE
0
0
978
EXACT SCIENCES CORP
COM
30063P105
210559
3091
SH
SOLE
0
0
3091