Sanchez Wealth Management Group

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$328M
Signature - Title
Christen Sanchez - President
Location
Jacksonville, FL
Summary
This page shows a list of all the recent 13F filings made by Sanchez Wealth Management Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sanchez Wealth Management Group reported 40 stock holdings with total value $328M as of Q3 2024. Top holdings included JHML, IWF, SPY, DGRW, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 40 $328M +$27M -$23.6M +$3.36M JHML, IWF, SPY, DGRW, IVV 13F-HR 11/5/2024, 09:44 AM
Q2 2024 38 $309M +$16M -$4.79M +$11.2M IWF, JHML, DGRW, SPY, USFR 13F-HR 7/17/2024, 08:37 AM
Q1 2024 39 $295M +$40.3M -$38.8M +$1.55M USFR, JHML, IWF, IVV, DGRW 13F-HR 5/7/2024, 08:24 AM
Q4 2023 36 $274M +$45.2M -$40.7M +$4.54M USFR, SPYV, JHML, IWF, IVV 13F-HR 1/16/2024, 03:24 PM
Q3 2023 35 $248M +$9.57M -$480K +$9.09M USFR, JHML, IWF, SPYV, IVV 13F-HR 10/27/2023, 01:04 PM
Q2 2023 35 $247M +$7.12M -$96.7K +$7.02M USFR, JHML, IWF, SPYV, IVV 13F-HR 8/1/2023, 09:00 AM
Q1 2023 35 $227M +$14.3M -$755K +$13.5M USFR, JHML, IWF, SPYV, IVV 13F-HR 5/4/2023, 03:43 PM
Q4 2022 34 $204M +$18.3M -$8.91M +$9.44M USFR, JHML, IWF, SPYV, IVV 13F-HR 2/8/2023, 11:40 AM
Q3 2022 31 $183M +$38.2M -$48.1M -$9.84M USFR, JHML, IWF, QQQ, SPYV 13F-HR 10/13/2022, 10:12 AM
Q2 2022 33 $201M +$1.6M -$636K +$968K JHML, IWF, QUAL, SPYV, QQQ 13F-HR 7/13/2022, 02:08 PM
Q1 2022 34 $238M +$19.9M -$6.14M +$13.7M JHML, IWF, QUAL, QQQ, SPYV 13F-HR 4/19/2022, 10:51 AM
Q4 2021 33 $237M +$4.14M -$9.8M -$5.66M JHML, IWF, QUAL, QQQ, SPYV 13F-HR 2/14/2022, 03:07 PM
Q3 2021 34 $223M +$5.02M -$148K +$4.87M JHML, IWF, QUAL, QQQ, SPYV 13F-HR 10/19/2021, 02:55 PM
Q2 2021 33 $219M +$20.9M -$13M +$7.9M JHML, IWF, QUAL, QQQ, SPYV 13F-HR 8/9/2021, 01:14 PM
Q1 2021 31 $197M +$11.9M -$9.41M +$2.46M IWF, JHML, QQQ, QUAL, IVV 13F-HR 4/29/2021, 03:34 PM
Q4 2020 27 $186M +$28.9M -$30.2M -$1.31M IWF, QQQ, JHML, QUAL, IVV 13F-HR 2/1/2021, 02:54 PM
Q3 2020 26 $169M +$7.62M -$1.09M +$6.53M IWF, QUAL, QQQ, JHML, USIG 13F-HR 11/10/2020, 12:43 PM
Q2 2020 22 $150M +$15.9M -$42.7K +$15.8M IWF, QUAL, QQQ, JHML, IVV 13F-HR 8/12/2020, 10:15 AM
Q1 2020 20 $110M +$16.3M -$22.4M -$6.04M IWF, QUAL, JHML, QQQ, IVV 13F-HR 5/14/2020, 06:00 PM
Q4 2019 23 $138M +$22.9M -$14.4M +$8.44M IWF, QUAL, JHML, IVV, RSP 13F-HR 1/21/2020, 10:37 AM
Q3 2019 22 $121M +$6.5M -$2.79M +$3.72M IWF, QUAL, IVV, JHML, VLUE 13F-HR 11/8/2019, 09:27 AM
Q2 2019 24 $116M +$5.45M -$5.45M +$1.47K IWF, IVV, QUAL, VLUE, JHML 13F-HR 7/31/2019, 03:20 PM
Q1 2019 25 $112M +$9.45M -$141K +$9.31M IWF, IVV, QUAL, JHML, RSP 13F-HR 5/6/2019, 09:42 AM
Q4 2018 23 $90.6M +$36.1M -$30.1M +$6M IWF, IVV, JHML, QUAL, IWD 13F-HR 2/1/2019, 08:57 AM
Q3 2018 22 $97.6M +$1.84M -$17.3M -$15.4M IWF, MTUM, IWD, RSP, JHML 13F-HR 11/13/2018, 04:01 PM
Q2 2018 23 $106M +$28.8M -$26.3M +$2.45M RSP, IWF, MTUM, IWD, JHML 13F-HR 8/14/2018, 08:57 AM
Q1 2018 24 $99M +$15.7M -$8.33M +$7.4M RSP, IWF, MTUM, IWD, JHML 13F-HR 5/14/2018, 02:56 PM
Q4 2017 24 $96.9M $0 $0 RSP, IWF, IWD, USMV, GTO 13F-HR 2/12/2018, 07:44 AM