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