0001420506-21-000084.txt : 20210201 0001420506-21-000084.hdr.sgml : 20210201 20210201145423 ACCESSION NUMBER: 0001420506-21-000084 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210201 DATE AS OF CHANGE: 20210201 EFFECTIVENESS DATE: 20210201 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: 21576369 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 12-31-2020 12-31-2020 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 01-27-2021 0 27 186038 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR SANCHEZ WEALTH MANAGEMENT GROUP ABBOTT LABS COM 002824100 911 8320 SH SOLE 0 0 8320 APPLE INC COM 037833100 937 7064 SH SOLE 0 0 7064 BIO-TECHNE CORP COM 09073M104 1989 6263 SH SOLE 0 0 6263 BOEING CO COM 097023105 558 2605 SH SOLE 0 0 2605 BRISTOL-MYERS SQUIBB CO COM 110122108 510 8222 SH SOLE 0 0 8222 CATERPILLAR INC COM 149123101 280 1539 SH SOLE 0 0 1539 CSX CORP COM 126408103 1337 14733 SH SOLE 0 0 14733 HERSHEY CO COM 427866108 309 2027 SH SOLE 0 0 2027 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 782 51249 SH SOLE 557 0 50692 INVESCO QQQ TR UNIT SER 1 46090E103 25647 81745 SH SOLE 74 0 81671 ISHARES TR RUS 1000 GRW ETF 464287614 29028 120378 SH SOLE 100 0 120277 ISHARES TR MSCI USA MMENTM 46432F396 9801 60764 SH SOLE 92 0 60672 ISHARES TR MSCI USA QLT FCT 46432F339 19944 171619 SH SOLE 170 0 171449 ISHARES TR CORE DIV GRWTH 46434V621 5211 116268 SH SOLE 152 0 116116 ISHARES TR CORE S&P500 ETF 464287200 15468 41204 SH SOLE 18 0 41186 ISHARES TR USD INV GRDE ETF 464288620 10213 164806 SH SOLE 287 0 164519 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 24138 509462 SH SOLE 678 0 508784 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 6118 136043 SH SOLE 191 0 135853 JOHNSON & JOHNSON COM 478160104 292 1855 SH SOLE 0 0 1855 PROSHARES TR S&P 500 DV ARIST 74348A467 7220 90387 SH SOLE 104 0 90284 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 338 5276 SH SOLE 0 0 5276 SPDR S&P 500 ETF TR TR UNIT 78462F103 8795 23525 SH SOLE 49 0 23476 SPDR SER TR PRTFLO S&P500 GW 78464A409 868 15701 SH SOLE 154 0 15546 SPDR SER TR PRTFLO S&P500 VL 78464A508 11624 338014 SH SOLE 345 0 337669 SPDR SER TR PORTFOLIO S&P500 78464A854 1245 28319 SH SOLE 127 0 28191 UNION PAC CORP COM 907818108 229 1101 SH SOLE 0 0 1101 WISDOMTREE TR US QTLY DIV GRT 97717X669 2246 41615 SH SOLE 31 0 41584