Sanchez Wealth Management Group Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$414.7B
Holdings
49
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JHMLJOHN HANCOCK EXCHANGE TRADED | 495,107 | $36.3B | 8.76% | |
| 2 | IWFISHARES TR | 81,818 | $34.7B | 8.38% | |
| 3 | SPYSPDR S&P 500 ETF TR | 54,389 | $33.6B | 8.10% | |
| 4 | DGRWWISDOMTREE TR | 330,379 | $27.7B | 6.67% | |
| 5 | MTUMISHARES TR | 112,547 | $27.0B | 6.52% | |
| 6 | IVVISHARES TR | 43,063 | $26.7B | 6.45% | |
| 7 | NDQINVESCO QQQ TR | 43,768 | $24.1B | 5.82% | |
| 8 | PYLDPIMCO ETF TR | 860,892 | $22.8B | 5.51% | |
| 9 | COWZPACER FDS TR | 382,954 | $21.1B | 5.09% | |
| 10 | JQUAJ P MORGAN EXCHANGE TRADED F | 311,538 | $18.7B | 4.51% | |
| 11 | JAAAJANUS DETROIT STR TR | 325,313 | $16.5B | 3.98% | |
| 12 | USFRWISDOMTREE TR | 286,331 | $14.4B | 3.47% | |
| 13 | JHMMJOHN HANCOCK EXCHANGE TRADED | 229,543 | $14.0B | 3.38% | |
| 14 | SDVYFIRST TR EXCHANGE-TRADED FD | 389,744 | $13.8B | 3.32% | |
| 15 | SPYGSPDR SERIES TRUST | 132,820 | $12.7B | 3.05% | |
| 16 | RDVYFIRST TR EXCHANGE TRADED FD | 199,426 | $12.5B | 3.02% | |
| 17 | NOBLPROSHARES TR | 111,487 | $11.2B | 2.71% | |
| 18 | HTRBHARTFORD FDS EXCHANGE TRADED | 285,228 | $9.7B | 2.33% | |
| 19 | SPDWSPDR INDEX SHS FDS | 191,061 | $7.7B | 1.87% | |
| 20 | SMIZZACKS TRUST | 183,926 | $6.2B | 1.50% | |
| 21 | AAPLAPPLE INC | 19,167 | $3.9B | 0.95% | |
| 22 | MSFTMICROSOFT CORP | 6,063 | $3.0B | 0.73% | |
| 23 | SPYMSPDR SERIES TRUST | 37,840 | $2.8B | 0.66% | |
| 24 | CSXCSX CORP | 48,216 | $1.6B | 0.38% | |
| 25 | SPYVSPDR SERIES TRUST | 22,894 | $1.2B | 0.29% | |
| 26 | NVDANVIDIA CORPORATION | 6,980 | $1.1B | 0.27% | |
| 27 | TECHBIO-TECHNE CORP | 21,058 | $1.1B | 0.26% | |
| 28 | ABTABBOTT LABS | 7,884 | $1.1B | 0.26% | |
| 29 | PGXINVESCO EXCH TRADED FD TR II | 67,415 | $750.3M | 0.18% | |
| 30 | LPLALPL FINL HLDGS INC | 1,689 | $633.4M | 0.15% | |
| 31 | CATCATERPILLAR INC | 1,438 | $558.4M | 0.13% | |
| 32 | JPMJPMORGAN CHASE & CO. | 1,747 | $506.6M | 0.12% | |
| 33 | SCHDSCHWAB STRATEGIC TR | 15,829 | $419.5M | 0.10% | |
| 34 | ADPAUTOMATIC DATA PROCESSING IN | 1,312 | $404.8M | 0.10% | |
| 35 | DGROISHARES TR | 6,017 | $384.7M | 0.09% | |
| 36 | QQQMINVESCO EXCH TRADED FD TR II | 1,636 | $371.6M | 0.09% | |
| 37 | ETNEATON CORP PLC | 937 | $334.5M | 0.08% | |
| 38 | HSYHERSHEY CO | 1,799 | $298.6M | 0.07% | |
| 39 | AVGOBROADCOM INC | 1,068 | $294.5M | 0.07% | |
| 40 | QUALISHARES TR | 1,467 | $268.2M | 0.06% | |
| 41 | CMFISHARES TR | 4,810 | $268.1M | 0.06% | |
| 42 | JNJJOHNSON & JOHNSON | 1,717 | $262.2M | 0.06% | |
| 43 | AMZNAMAZON COM INC | 1,188 | $260.6M | 0.06% | |
| 44 | VTIVANGUARD INDEX FDS | 804 | $244.4M | 0.06% | |
| 45 | BABOEING CO | 1,101 | $230.6M | 0.06% | |
| 46 | UNPUNION PAC CORP | 978 | $225.0M | 0.05% | |
| 47 | GQ9SPDR GOLD TR | 716 | $218.3M | 0.05% | |
| 48 | IAU*ISHARES GOLD TR | 3,480 | $217.0M | 0.05% | |
| 49 | AMATAPPLIED MATLS INC | 1,110 | $203.2M | 0.05% |