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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sanchez Wealth Management Group

Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0001420506-25-000777

Total Value
$368.2M
Positions
46
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (46)

#IssuerTicker / CUSIPSharesValue% of Filing
1JOHN HANCOCK EXCHANGE TRADED47804J107482,789$32.5M8.84%
2SPDR S&P 500 ETF TRSPY52,383$29.3M7.96%
3ISHARES TR46428761480,671$29.1M7.91%
4WISDOMTREE TRWT320,032$25.6M6.94%
5ISHARES TR46428720043,384$24.4M6.62%
6ISHARES TR46432F396107,752$21.8M5.92%
7PIMCO ETF TR72201R585794,657$20.9M5.69%
8PACER FDS TR69374H881373,321$20.4M5.55%
9INVESCO QQQ TRIVZ42,457$19.9M5.41%
10J P MORGAN EXCHANGE TRADED F46641Q761297,615$16.8M4.56%
11JANUS DETROIT STR TR47103U845281,073$14.3M3.87%
12JOHN HANCOCK EXCHANGE TRADED47804J206227,393$13.0M3.54%
13FIRST TR EXCHANGE-TRADED FD33741X102374,507$12.5M3.41%
14FIRST TR EXCHANGE TRADED FD33738R506195,146$11.4M3.10%
15PROSHARES TR74348A467111,310$11.4M3.09%
16SPDR SER TR78464A409127,895$10.3M2.79%
17WISDOMTREE TRWT197,082$9.9M2.69%
18HARTFORD FDS EXCHANGE TRADED41653L305275,368$9.3M2.53%
19SPDR INDEX SHS FDS78463X889184,575$6.7M1.83%
20ZACKS TRUST98888G204178,765$5.4M1.47%
21APPLE INCAAPL19,518$4.3M1.18%
22MICROSOFT CORPMSFT9,138$3.4M0.93%
23SPDR SER TR78464A85436,794$2.4M0.66%
24SPDR SER TR78464A50831,722$1.6M0.44%
25CSX CORPCSX48,169$1.4M0.39%
26BIO-TECHNE CORPTECH21,135$1.2M0.34%
27ABBOTT LABSABLZF7,882$1.0M0.28%
28NVIDIA CORPORATIONNVDA7,510$813,9090.22%
29INVESCO EXCH TRADED FD TR IIIVZ63,529$712,7980.19%
30LPL FINL HLDGS INC50212V1001,688$552,1570.15%
31ISHARES TR46434V6218,479$523,8390.14%
32CATERPILLAR INCCAT1,524$502,6860.14%
33INVESCO EXCH TRADED FD TR IIIVZ2,466$476,0300.13%
34SCHWAB STRATEGIC TR80852479715,829$442,5880.12%
35JPMORGAN CHASE & CO.VYLD1,755$430,4070.12%
36AUTOMATIC DATA PROCESSING INADP1,306$398,9790.11%
37ISHARES TR4642883566,495$365,5380.10%
38ISHARES TR46432F3391,929$329,5670.09%
39HERSHEY COHSY1,799$307,7010.08%
40VANGUARD INDEX FDS9229087691,065$292,7790.08%
41JOHNSON & JOHNSONJNJ1,740$288,4840.08%
42EATON CORP PLCETN934$253,9040.07%
43ISHARES GOLD TRIAU4,104$241,9430.07%
44UNION PAC CORPUNP978$230,9840.06%
45AMAZON COM INCAMZN1,198$227,9310.06%
46SPDR GOLD TRGLD776$223,5970.06%