Sanchez Wealth Management Group Portfolio Holdings
Q3 2025•48 long positions•$450.3M portfolio value
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Holding51 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $39.4M 8.74% | +$574.4K Bought | — 502.4K shares | 495.1K → 502.4K +$574.4K | +1.48% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $39.0M 8.65% | +$647.8K Bought | — 83.2K shares | 81.8K → 83.2K +$647.8K | +1.69% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $36.3M 8.05% | +$33.3K Bought | — 54.4K shares | 54.4K → 54.4K +$33.3K | +0.09% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $30.5M 6.78% | +$4.2M Bought | — 50.8K shares | 43.8K → 50.8K +$4.2M | +16.11% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $30.2M 6.7% | +$767.7K Bought | — 339.0K shares | 330.4K → 339.0K +$767.7K | +2.61% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $29.9M 6.65% | +$1.1M Bought | — 116.7K shares | 112.5K → 116.7K +$1.1M | +3.73% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $28.4M 6.31% | -$392.9K Sold | — 42.5K shares | 43.1K → 42.5K −$392.9K | -1.36% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $24.6M 5.47% | +$1.5M Bought | — 917.4K shares | 860.9K → 917.4K +$1.5M | +6.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $22.7M 5.04% | +$669.8K Bought | — 394.6K shares | 383.0K → 394.6K +$669.8K | +3.04% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $20.3M 4.51% | +$731.1K Bought | — 323.2K shares | 311.5K → 323.2K +$731.1K | +3.73% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $18.2M 4.04% | +$1.7M Bought | — 358.7K shares | 325.3K → 358.7K +$1.7M | +10.26% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $15.3M 3.41% | +$525.2K Bought | — 403.6K shares | 389.7K → 403.6K +$525.2K | +3.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.8M 3.06% | -$83.8K Sold | — 132.0K shares | 132.8K → 132.0K −$83.8K | -0.6% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.7M 3.04% | +$298.2K Bought | — 203.9K shares | 199.4K → 203.9K +$298.2K | +2.22% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $12.9M 2.87% | -$1.5M Sold | — 256.7K shares | 286.3K → 256.7K −$1.5M | -10.34% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $11.7M 2.59% | +$192.4K Bought | — 113.4K shares | 111.5K → 113.4K +$192.4K | +1.67% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $11.0M 2.43% | -$3.9M Sold | — 169.4K shares | 229.5K → 169.4K −$3.9M | -26.21% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.8M 2.17% | -$3.3K Sold | — 285.1K shares | 285.2K → 285.1K −$3.3K | -0.03% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $8.3M 1.85% | +$136.4K Bought | — 194.2K shares | 191.1K → 194.2K +$136.4K | +1.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.1M 1.58% | +$247.3K Bought | — 190.5K shares | 183.9K → 190.5K +$247.3K | +3.6% | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $4.8M 1.07% | -$43.5K Sold | 0.0% 19.0K shares | 19.2K → 19.0K −$43.5K | -0.89% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.5M 1.01% | +$1.6M Bought | — 58.1K shares | 37.8K → 58.1K +$1.6M | +53.47% | — — | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $3.1M 0.697% | -$2.6K Sold | 0.0% 6.1K shares | 6.1K → 6.1K −$2.6K | -0.08% | $3.85T Mega Cap | Q1 2021 Held for 4y 8m | |
Railroads Industrials | $1.7M 0.381% | +$1.7K Bought | 0.003% 48.3K shares | 48.2K → 48.3K +$1.7K | +0.1% | $66.2B Large Cap | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $1.2M 0.268% | -$93.3K Sold | 0.0% 6.5K shares | 7.0K → 6.5K −$93.3K | -7.16% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
Biotechnology Healthcare | $1.2M 0.258% | -$8.3K Sold | 0.013% 20.9K shares | 21.1K → 20.9K −$8.3K | -0.71% | $8.7B Mid Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.1M 0.255% | +$1.1M New | — 22.0K shares | 0 → 22.0K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.253% | +$734.6K Bought | — 4.6K shares | 1.6K → 4.6K +$734.6K | +181.72% | — — | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $1.1M 0.234% | -$669.7 Sold | 0.0% 7.9K shares | 7.9K → 7.9K −$669.7 | -0.06% | $233.12B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $974.0K 0.216% | -$292.7K Sold | — 17.6K shares | 22.9K → 17.6K −$292.7K | -23.11% | — — | Q4 2020 Held for 4y 11m | |
Agricultural - Machinery Industrials | $688.8K 0.153% | +$2.9K Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$2.9K | +0.42% | $223.53B Mega Cap | Q3 2020 Held for 5y 2m | |
Financial - Capital Markets Financial Services | $562.4K 0.125% | +$665.2 Bought | 0.002% 1.7K shares | 1.7K → 1.7K +$665.2 | +0.12% | $26.6B Large Cap | Q1 2021 Held for 4y 8m | |
Banks - Diversified Financial Services | $551.3K 0.122% | +$315.4 Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$315.4 | +0.06% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $432.1K 0.096% | — | — 15.8K shares | — | — | — — | Q4 2017 Held for 7y 11m | |
Staffing & Employment Services Industrials | $387.1K 0.086% | +$2.1K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$2.1K | +0.53% | $118.89B Large Cap | Q2 2021 Held for 4y 5m | |
Semiconductors Technology | $351.8K 0.078% | -$660.1 Sold | 0.0% 1.1K shares | 1.1K → 1.1K −$660.1 | -0.19% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $351.7K 0.078% | +$1.1K Bought | 0.0% 940.0 shares | 937.0 → 940.0 +$1.1K | +0.32% | $145.70B Large Cap | Q4 2023 Held for 1y 11m | |
Food Confectioners Consumer Defensive | $336.5K 0.075% | — | 0.001% 1.8K shares | — | — | $37.9B Large Cap | Q3 2018 Held for 7y 2m | |
ETF ETF | $334.2K 0.074% | -$75.4K Sold | — 4.9K shares | 6.0K → 4.9K −$75.4K | -18.41% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $319.2K 0.071% | +$741.8 Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$741.8 | +0.23% | $446.55B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $270.2K 0.06% | -$15.2K Sold | — 1.4K shares | 1.5K → 1.4K −$15.2K | -5.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $257.4K 0.057% | -$6.2K Sold | — 785.0 shares | 804.0 → 785.0 −$6.2K | -2.36% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $255.6K 0.057% | -$5.3K Sold | 0.0% 1.2K shares | 1.2K → 1.2K −$5.3K | -2.02% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $246.7K 0.055% | +$246.7K New | 0.0% 1.0K shares | 0 → 1.0K +$246.7K | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $245.6K 0.055% | -$8.9K Sold | — 691.0 shares | 716.0 → 691.0 −$8.9K | -3.49% | — — | Q4 2024 Held for 11 months | |
Railroads Industrials | $242.9K 0.054% | +$11.8K Bought | 0.0% 1.0K shares | 978.0 → 1.0K +$11.8K | +5.11% | $140.18B Large Cap | Q3 2020 Held for 5y 2m | |
Aerospace & Defense Industrials | $237.6K 0.053% | — | 0.0% 1.1K shares | — | — | $163.20B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $227.3K 0.05% | — | 0.0% 1.1K shares | — | — | $163.10B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | - — | -$217.0K Sold | — - shares | 3.5K → 0 −$217.0K | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$268.1K Sold | — - shares | 4.8K → 0 −$268.1K | Sold | — — | Q4 2024 Held for 11 months |
