SANCHEZ WEALTH MANAGEMENT GROUP

HTTP://WWW.SANCHEZWEALTH.COM JACKSONVILLE, FL Investment Advisor How do I update this listing?

Sanchez Wealth Management Group is based out of Jacksonville. Sanchez Wealth Management Group is a large advisory firm with 326 clients and discretionary assets under management (AUM) of $174,568,389 (Form ADV from 2019-03-18). Their last reported 13F filing for Q3 2019 included $121,237,000 in managed 13F securities and a top 10 holdings concentration of 94.29%. Sanchez Wealth Management Group's largest holding is iShares Russell 1000 Growth ETF with shares held of 147,997. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $121.237 Million
  • Prior Market Value $116.033 Million
  • New Purchases0 stocks
  • Additional Purchases15 stocks
  • Sold out of2 stocks
  • Reduced holdings in4 stocks
  • Top 10 Holdings % 94.29 %
  • Turnover % [1]:9.09%
  • Turnover Alt % [2]: 5.36 %
  • Time Held Top20:5.25 quarters
  • Time Held Top10:4.70 quarters
  • Time Held All:6.09 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 6.96%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SANCHEZ WEALTH MANAGEMENT GROUP, LLC
5150 BELFORT RD., SUITE 702
JACKSONVILLE FL    32256-6038
Country: United States

Business Phone: 904-281-9261
Fax: 904-281-9257
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 2
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 326
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC

ownership team - last updated 2019-03-18
Name Title Start Date Direct/Indirect % Ownership
SANCHEZ, CHRISTEN, LEE PRESIDENT, CCO, MANAGING MEMBER 03/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
SANCHEZ WEALTH MANAGEMENT GROUP, LLC PRESIDENT, CCO direct 2010-03-01

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

ownership team - last updated 2018-04-09
Name Title Start Date Direct/Indirect % Ownership
SANCHEZ, CHRISTEN, LEE PRESIDENT, CCO, MANAGING MEMBER 03/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
SANCHEZ WEALTH MANAGEMENT GROUP, LLC PRESIDENT, CCO direct 2010-03-01

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