Sanchez Wealth Management Group's Q3 2022 vs. Q4 2022 Holdings Comparison

The end of Q4 2022 marks another period of change in the holdings of Sanchez Wealth Management Group. From top-performing funds like JHML and SPYV to underperforming funds like QQQ, the firm has made some significant changes in its portfolio. In this blog post, we will examine the 13F holdings comparison between Q3 and Q4 2022 to understand the changes in holdings made by Sanchez Wealth Management Group.

Introduction:

Sanchez Wealth Management Group is a wealth management firm that specializes in providing financial advice and investment management services to individuals, families, and institutions. The company's investment strategy involves careful analysis of market trends and data to identify undervalued assets and lucrative investment opportunities. As part of this strategy, they monitor and adjust the holdings of their investment portfolios from time to time. In this blog post, we will examine the changes made in the holdings of various funds held by Sanchez Wealth Management Group in Q4 2022 compared to Q3 2022.

Main Body:

The 13F holdings comparison between Q3 and Q4 2022 provides an insight into the changes made by the firm in its portfolio. One of the top-performing funds that the firm added to its portfolio in Q4 2022 was SPYV, with an increased holding value of 12.9%. Sanchez Wealth Management Group increased their holding value in SPYV from 16962 shares to 19152 shares, with a total value of $19,152,000 in Q4 2022. The fund's focus on dividend-paying stocks from the S&P 500 index has been a significant contributing factor to its outperformance.

Another fund that the firm added to its portfolio in Q4 2022 was JHML. Although the holding value decreased by 8.2% compared to Q3 2022, the fund is still one of the best performers held by Sanchez Wealth Management Group. The total holding value of JHML decreased from $21,510,000 to $23,264,000, with a decreased share value from 3,474,474 to 3,472,381. JHML is an exchange-traded fund that provides exposure to U.S. large and mid-cap stocks with growth characteristics.

Sanchez Wealth Management Group also made significant changes to its holdings in QQQ. The holding value decreased by 49.4%, with a total value of $8,617,000 in Q4 2022. The firm decreased its share value from 63,762 shares to 32,364 shares. In contrast, the holding value increased in RDVY, which is another exchange-traded fund providing exposure to U.S. dividend-paying stocks. The holding value increased by 14.7%, with a total value of $13,516,000 in Q4 2022. The share value increased from 303104 to 307755 in Q4 2022.

In addition to these funds, Sanchez Wealth Management Group added some new holdings to its portfolio in Q4 2022. For instance, the firm introduced 5644 shares of TECH, worth $1,864,000, and 1571 shares of LPLA, worth $340,000, in the latest period.

Conclusion:

In conclusion, Sanchez Wealth Management Group has made some significant changes to its holdings in Q4 2022 compared to Q3 2022. The firm added some new holdings and increased the holdings of high-performing funds while decreasing the shares of the underperforming ones. This is in line with the firm's investment strategy, which involves careful analysis and monitoring of the market trends. We hope this analysis of the 13F holdings comparison between Q3 and Q4 2022 provides valuable insights into the changing dynamics of the investment portfolio held by Sanchez Wealth Management Group.