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