Sanchez Wealth Management Group
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPDR INDEX SHS FDS | 0 | 306,344 | +306,344 | 0 | 13,984,632 | 3.02% | +13,984,632 |
| SPDR SERIES TRUST | 0 | 99,230 | +99,230 | 0 | 7,595,067 | 1.64% | +7,595,067 |
| JANUS DETROIT STR TR | 0 | 527,182 | +527,182 | 0 | 26,554,150 | 5.74% | +26,554,150 |
| INVESCO EXCH TRADED FD TR II | 0 | 12,819 | +12,819 | 0 | 3,045,998 | 0.66% | +3,045,998 |
| FIRST TR EXCHANGE TRADED FD | 0 | 451,725 | +451,725 | 0 | 17,811,474 | 3.85% | +17,811,474 |
| PACER FDS TR | 0 | 202,026 | +202,026 | 0 | 12,638,754 | 2.73% | +12,638,754 |
| WISDOMTREE TR(WT) | 0 | 150,935 | +150,935 | 0 | 7,598,022 | 1.64% | +7,598,022 |
| PIMCO ETF TR | 0 | 930,272 | +930,272 | 0 | 24,373,131 | 5.27% | +24,373,131 |
| JOHN HANCOCK EXCHANGE TRADED | 0 | 180,817 | +180,817 | 0 | 12,136,426 | 2.62% | +12,136,426 |
| CSX CORP(CSX) | 0 | 49,955 | +49,955 | 0 | 2,050,657 | 0.44% | +2,050,657 |
| LAM RESEARCH CORP(LRCX) | 0 | 1,090 | +1,090 | 0 | 232,889 | 0.05% | +232,889 |
| ISHARES GOLD TR(IAU) | 0 | 2,455 | +2,455 | 0 | 216,389 | 0.05% | +216,389 |
| CATERPILLAR INC(CAT) | 0 | 1,439 | +1,439 | 0 | 1,019,696 | 0.22% | +1,019,696 |
| ZACKS TRUST | 0 | 211,983 | +211,983 | 0 | 7,858,218 | 1.70% | +7,858,218 |
| HARTFORD FDS EXCHANGE TRADED | 0 | 245,787 | +245,787 | 0 | 8,292,867 | 1.79% | +8,292,867 |
| APPLIED MATLS INC | 0 | 1,110 | +1,110 | 0 | 379,387 | 0.08% | +379,387 |
| WISDOMTREE TR(WT) | 0 | 173,650 | +173,650 | 0 | 4,392,772 | 0.95% | +4,392,772 |
| LOCKHEED MARTIN CORP(LMT) | 0 | 587 | +587 | 0 | 354,810 | 0.08% | +354,810 |
| EXXON MOBIL CORP(XOM) | 0 | 1,738 | +1,738 | 0 | 294,869 | 0.06% | +294,869 |
| JOHNSON & JOHNSON(JNJ) | 0 | 1,741 | +1,741 | 0 | 425,628 | 0.09% | +425,628 |
| SCHWAB STRATEGIC TR | 0 | 15,829 | +15,829 | 0 | 485,644 | 0.11% | +485,644 |
| SPDR GOLD TR(GLD) | 0 | 578 | +578 | 0 | 248,708 | 0.05% | +248,708 |
| HERSHEY CO(HSY) | 0 | 1,519 | +1,519 | 0 | 315,807 | 0.07% | +315,807 |
| EATON CORP PLC(ETN) | 0 | 946 | +946 | 0 | 338,250 | 0.07% | +338,250 |
| UNION PAC CORP(UNP) | 0 | 1,010 | +1,010 | 0 | 244,986 | 0.05% | +244,986 |
| ISHARES TR | 0 | 5,082 | +5,082 | 0 | 356,660 | 0.08% | +356,660 |
| ALPHABET INC(GOOG) | 0 | 1,081 | +1,081 | 0 | 310,734 | 0.07% | +310,734 |
| ISHARES TR | 0 | 1,285 | +1,285 | 0 | 246,566 | 0.05% | +246,566 |
| VANGUARD INDEX FDS | 0 | 793 | +793 | 0 | 254,377 | 0.06% | +254,377 |
| SPDR SERIES TRUST | 0 | 13,586 | +13,586 | 0 | 768,698 | 0.17% | +768,698 |
| AMAZON COM INC(AMZN) | 0 | 1,913 | +1,913 | 0 | 398,420 | 0.09% | +398,420 |
| BROADCOM INC(AVGO) | 0 | 1,069 | +1,069 | 0 | 330,754 | 0.07% | +330,754 |
| BOEING CO(BA) | 0 | 2,210 | +2,210 | 0 | 439,788 | 0.10% | +439,788 |
| JPMORGAN CHASE & CO(JPM) | 0 | 1,774 | +1,774 | 0 | 521,870 | 0.11% | +521,870 |
| AUTOMATIC DATA PROCESSING IN | 0 | 1,362 | +1,362 | 0 | 276,674 | 0.06% | +276,674 |
| NVIDIA CORPORATION(NVDA) | 0 | 6,296 | +6,296 | 0 | 1,097,993 | 0.24% | +1,097,993 |
| FIRST TR EXCHANGE TRADED FD | 0 | 325,764 | +325,764 | 0 | 22,243,116 | 4.81% | +22,243,116 |
| WISDOMTREE TR(WT) | 0 | 365,552 | +365,552 | 0 | 32,110,028 | 6.94% | +32,110,028 |
| LPL FINL HLDGS INC(LPLA) | 0 | 1,715 | +1,715 | 0 | 515,845 | 0.11% | +515,845 |
| BIO-TECHNE CORP(TECH) | 0 | 20,624 | +20,624 | 0 | 1,077,831 | 0.23% | +1,077,831 |
| ABBOTT LABORATORIES | 0 | 7,907 | +7,907 | 0 | 811,790 | 0.18% | +811,790 |
| PROSHARES TR | 0 | 17,212 | +17,212 | 0 | 1,824,643 | 0.39% | +1,824,643 |
| J P MORGAN EXCHANGE TRADED F | 0 | 364,036 | +364,036 | 0 | 22,322,646 | 4.83% | +22,322,646 |
| JOHN HANCOCK EXCHANGE TRADED | 0 | 503,947 | +503,947 | 0 | 39,443,883 | 8.53% | +39,443,883 |
| APPLE INC(AAPL) | 0 | 19,435 | +19,435 | 0 | 4,932,314 | 1.07% | +4,932,314 |
| ISHARES TR | 0 | 155,489 | +155,489 | 0 | 37,315,767 | 8.07% | +37,315,767 |
| THE ALGER ETF TRUST | 0 | 216,697 | +216,697 | 0 | 6,743,594 | 1.46% | +6,743,594 |
| MICROSOFT CORP(MSFT) | 0 | 6,894 | +6,894 | 0 | 2,551,917 | 0.55% | +2,551,917 |
| SPDR SERIES TRUST | 0 | 104,818 | +104,818 | 0 | 10,262,766 | 2.22% | +10,262,766 |
| ISHARES TR | 0 | 41,801 | +41,801 | 0 | 27,304,835 | 5.91% | +27,304,835 |
| INVESCO QQQ TR | 0 | 46,478 | +46,478 | 0 | 26,826,149 | 5.80% | +26,826,149 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 0 | 49,639 | +49,639 | 0 | 32,282,027 | 6.98% | +32,282,027 |
| ISHARES TR | 0 | 84,186 | +84,186 | 0 | 35,896,755 | 7.76% | +35,896,755 |
| SPDR INDEX SHS FDS | 0 | 0 | 0 | 0 | 0 | — | 0 |