0001697740-23-000002.txt : 20230801
0001697740-23-000002.hdr.sgml : 20230801
20230801090044
ACCESSION NUMBER: 0001697740-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230801
DATE AS OF CHANGE: 20230801
EFFECTIVENESS DATE: 20230801
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: 231129822
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
06-30-2023
06-30-2023
Sanchez Wealth Management Group
5150 BELFORT RD
STE 702
JACKSONVILLE
FL
32256
13F HOLDINGS REPORT
028-18344
N
Christen Sanchez
President
904-281-9261
Christen Sanchez
Jacksonville
FL
07-31-2023
0
35
246962265
false
INFORMATION TABLE
2
2023Q2SWMG13F.xml
ABBOTT LABS
COM
002824100
929335
8524
SH
SOLE
0
0
8524
APPLE INC
COM
037833100
1405694
7247
SH
SOLE
0
0
7247
AUTOMATIC DATA PROCESSING IN
COM
053015103
276149
1256
SH
SOLE
0
0
1256
BIO-TECHNE CORP
COM
09073M104
1780486
21812
SH
SOLE
0
0
21812
BOEING CO
COM
097023105
513127
2430
SH
SOLE
0
0
2430
BRISTOL-MYERS SQUIBB CO
COM
110122108
440871
6894
SH
SOLE
0
0
6894
CATERPILLAR INC
COM
149123101
399262
1623
SH
SOLE
0
0
1623
CSX CORP
COM
126408103
1604043
47039
SH
SOLE
0
0
47039
EXXON MOBIL CORP
COM
30231G102
274560
2560
SH
SOLE
0
0
2560
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
14750047
313164
SH
SOLE
0
0
313164
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
15797256
357647
SH
SOLE
0
0
357647
FS CREDIT OPPORTUNITIES CORP
COMMON STOCK
30290Y101
359974
75784
SH
SOLE
0
0
75784
HERSHEY CO
COM
427866108
449237
1799
SH
SOLE
0
0
1799
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
510175
44870
SH
SOLE
0
0
44870
INVESCO QQQ TR
UNIT SER 1
46090E103
12066309
32663
SH
SOLE
0
0
32663
ISHARES TR
CORE DIV GRWTH
46434V621
5604148
108755
SH
SOLE
0
0
108755
ISHARES TR
MSCI USA MMENTM
46432F396
9980618
69190
SH
SOLE
0
0
69190
ISHARES TR
CORE S&P500 ETF
464287200
18373858
41224
SH
SOLE
0
0
41224
ISHARES TR
RUS 1000 GRW ETF
464287614
24633999
89520
SH
SOLE
0
0
89520
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
47804J206
7426842
149464
SH
SOLE
0
0
149464
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
47804J107
26036378
474338
SH
SOLE
0
0
474338
JOHNSON & JOHNSON
COM
478160104
303348
1833
SH
SOLE
0
0
1833
JPMORGAN CHASE & CO
COM
46625H100
264120
1816
SH
SOLE
0
0
1816
LPL FINL HLDGS INC
COM
50212V100
343064
1578
SH
SOLE
0
0
1578
MICROSOFT CORP
COM
594918104
307293
902
SH
SOLE
0
0
902
NVIDIA CORPORATION
COM
67066G104
488116
1154
SH
SOLE
0
0
1154
PROSHARES TR
S&P 500 DV ARIST
74348A467
8693121
92206
SH
SOLE
0
0
92206
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
383175
5276
SH
SOLE
0
0
5276
SPDR S&P 500 ETF TR
TR UNIT
78462F103
14026551
31643
SH
SOLE
0
0
31643
SPDR SER TR
PORTFOLIO S&P500
78464A854
961944
18460
SH
SOLE
0
0
18460
SPDR SER TR
PRTFLO S&P500 GW
78464A409
2950269
48358
SH
SOLE
0
0
48358
SPDR SER TR
PRTFLO S&P500 VL
78464A508
21630913
500716
SH
SOLE
0
0
500716
UNION PAC CORP
COM
907818108
225236
1101
SH
SOLE
0
0
1101
WISDOMTREE TR
US QTLY DIV GRT
97717X669
10545005
158191
SH
SOLE
0
0
158191
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
42227742
839185
SH
SOLE
0
0
839185