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Home > Institutional Investor > Sanchez Wealth Management Group > Profile

Instuitional Investor - Sanchez Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Sanchez Wealth Management Group
Portfolio Value $450,329,059
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
John Hancock Exchange Traded
 502,436 $39,375,849 8.74%
2.
Ishares Trust
 IEF 83,201 $38,972,041 8.65%
3.
Spdr S & P 500 Etf Trust
 SPY 54,439 $36,266,254 8.05%
4.
Invesco Qqq Tr
 50,821 $30,511,181 6.78%
5.
Wisdomtree Tr
 339,009 $30,158,225 6.7%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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