0001697740-24-000002.txt : 20240116 0001697740-24-000002.hdr.sgml : 20240116 20240116152452 ACCESSION NUMBER: 0001697740-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240116 DATE AS OF CHANGE: 20240116 EFFECTIVENESS DATE: 20240116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sanchez Wealth Management Group CENTRAL INDEX KEY: 0001697740 ORGANIZATION NAME: 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: 24534959 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 12-31-2023 12-31-2023 Sanchez Wealth Management Group
5150 BELFORT RD STE 702 JACKSONVILLE FL 32256
13F HOLDINGS REPORT 028-18344 000169274 801-78772 N
Christian Sanchez President 904-281-9261 Christian Sanchez Jacksonville FL 01-11-2024 0 36 274385601 false
INFORMATION TABLE 2 2023Q4SWMG13F.xml ABBOTT LABS COM 002824100 947754 8610 SH SOLE 0 0 8610 APPLE INC COM 037833100 1393371 7237 SH SOLE 0 0 7237 AUTOMATIC DATA PROCESSING IN COM 053015103 295915 1270 SH SOLE 0 0 1270 BIO-TECHNE CORP COM 09073M104 1661097 21528 SH SOLE 0 0 21528 BOEING CO COM 097023105 633415 2430 SH SOLE 0 0 2430 BRISTOL-MYERS SQUIBB CO COM 110122108 361684 7049 SH SOLE 0 0 7049 CATERPILLAR INC COM 149123101 456016 1542 SH SOLE 0 0 1542 CSX CORP COM 126408103 1632994 47101 SH SOLE 0 0 47101 EATON CORP PLC SHS G29183103 221554 920 SH SOLE 0 0 920 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 12822940 391301 SH SOLE 0 0 391301 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 9124296 204558 SH SOLE 0 0 204558 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 9297583 179942 SH SOLE 0 0 179942 HERSHEY CO COM 427866108 335425 1799 SH SOLE 0 0 1799 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 684706 59695 SH SOLE 0 0 59695 INVESCO QQQ TR UNIT SER 1 46090E103 14228155 34744 SH SOLE 0 0 34744 ISHARES TR CORE S&P500 ETF 464287200 19459543 40742 SH SOLE 0 0 40742 ISHARES TR MSCI USA MMENTM 46432F396 11043355 70389 SH SOLE 0 0 70389 ISHARES TR RUS 1000 GRW ETF 464287614 22122269 72970 SH SOLE 0 0 72970 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 23140160 393474 SH SOLE 0 0 393474 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 8988726 170694 SH SOLE 0 0 170694 JOHNSON & JOHNSON COM' 478160104 277742 1772 SH SOLE 0 0 1772 JPMORGAN CHASE & CO COM 46625H100 309361 1819 SH SOLE 0 0 1819 LPL FINL HLDGS INC COM 50212V100 374434 1645 SH SOLE 0 0 1645 MICROSOFT CORP COM 594918104 340012 904 SH SOLE 0 0 904 NVIDIA CORPORATION COM 67066G104 571483 1154 SH SOLE 0 0 1154 PIMCO ETF TR MULTISECTOR BD 72201R585 16820933 655403 SH SOLE 0 0 655403 PROSHARES TR S&P 500 DV ARIST 74348A467 9006402 94605 SH SOLE 0 0 94605 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 401696 5276 SH SOLE 0 0 5276 SPDR SER TR PRTFLO S&P500 VL 78464A508 23279970 499249 SH SOLE 0 0 499249 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 7068479 207837 SH SOLE 0 0 207837 SPDR SER TR PRTFLO S&P500 GW 78464A409 3789334 58244 SH SOLE 0 0 58244 SPDR SER TR PORTFOLIO S&P500 78464A854 1305469 23354 SH SOLE 0 0 23354 SPDR S&P 500 ETF TR TR UNIT 78462F103 15797635 33237 SH SOLE 0 0 33237 UNION PACIFIC CORP COM 907818108 240155 978 SH SOLE 0 0 978 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 38619270 768697 SH SOLE 0 0 768697 WISDOMTREE TR US QTLY DIV GRT 97717X669 17332268 246618 SH SOLE 0 0 246618