Sanchez-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "CAT",
  null,
  null,
  null,
  "UNP",
  null,
  null,
  null,
  "MSFT",
  "HSY",
  null,
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "LPLA",
  null,
  null,
  "SPDW",
  "GLD",
  "SPYG",
  "SPLG",
  null,
  "AMZN",
  null,
  "SCHD",
  null,
  null,
  null,
  "MTUM",
  "DGRO",
  null,
  "SPYV",
  null,
  null,
  "ADP",
  "TECH",
  "CSX",
  "QQQ",
  "ETN",
  "JNJ",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 46
Total Value: 368195263
Accession Number: 0001420506-25-000777
Form Type: 13F-HR
CIK: sanchez-wealth-management-group
Manager Name: Sanchez-Wealth-Management-Group

Data Enrichment

63% identified

29 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

46 positions • $368.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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JOHNSON & JOHNSON

JNJ|478160104

Shares:1.7K

Value:$288.5K

% of Portfolio:0.1% ($288.5K/$368.2M)

Eaton Corp plc

ETN|G29183103

Shares:934

Value:$253.9K

% of Portfolio:0.1% ($253.9K/$368.2M)

464285204

Shares:4.1K

Value:$241.9K

% of Portfolio:0.1% ($241.9K/$368.2M)

UNION PACIFIC CORP

UNP|907818108

Shares:978

Value:$231.0K

% of Portfolio:0.1% ($231.0K/$368.2M)

AMAZON COM INC

AMZN|023135106

Shares:1.2K

Value:$227.9K

% of Portfolio:0.1% ($227.9K/$368.2M)

SPDR GOLD TRUST

GLD|78463V107

Shares:776

Value:$223.6K

% of Portfolio:0.1% ($223.6K/$368.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	1.7K	QoQ +1.33% (+23) YoY -2.46% (-44)	All Managers (Combined)	$288.5K	0.1% ($288.5K/$368.2M)	QoQ +16.17% (+$40.2K) YoY +2.23% (-$6.3K)
Eaton Corp plc(ETNcusipG29183103)	934	QoQ +0.32% (-3) YoY +1.52% (-14)	All Managers (Combined)	$253.9K	0.1% ($253.9K/$368.2M)	QoQ -17.78% (-$54.9K) YoY -11.73% (-$33.8K)
(cusip464285204)✕	4.1K	QoQ -10.93% (-504) YoY NEW(+4.1K)	All Managers (Combined)	$241.9K	0.1% ($241.9K/$368.2M)	QoQ +6.06% (-$13.8K) YoY NEW(+$241.9K)
UNION PACIFIC CORP(UNPcusip907818108)	978	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$231.0K	0.1% ($231.0K/$368.2M)	QoQ +3.59% (+$8.0K) YoY -3.93% (-$9.5K)
AMAZON COM INC(AMZNcusip023135106)	1.2K	QoQ +2.92% (-34) YoY NEW(+1.2K)	All Managers (Combined)	$227.9K	0.1% ($227.9K/$368.2M)	QoQ -10.74% (-$27.4K) YoY NEW(+$227.9K)
SPDR GOLD TRUST(GLDcusip78463V107)	776	QoQ -25.59% (-267) YoY NEW(+776)	All Managers (Combined)	$223.6K	0.1% ($223.6K/$368.2M)	QoQ -11.46% (-$28.9K) YoY NEW(+$223.6K)