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Sanchez Wealth Management

Sanchez Wealth Management is an investment advisor in Jacksonville with $268.8M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272087535
SEC advisor number
801-122603
FINRA CRD number
317033
AUM ?
$0 (as of 1 Oct 21)
Accounts
0 (as of 1 Oct 21)
Employees
2 (2 investment advisory or research)
Address
Sanchez Wealth Management
5150 BELFORT RD
STE 702
JACKSONVILLE
FL 32256
Phone
904-281-9261

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
34 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
John Hancock Exchange Traded (MLTFCTR LRG CAP)
$29.21M 536.77K 528.53K +1.6
$28.96M 105.66K 104.02K +1.6
$24.13M 183.15K 178.35K +2.7
$21.85M 61.04K 59.27K +3.0
$19.95M 511.52K 499.85K +2.3
$17.77M 41.24K 41.11K +0.3
$11.63M 27.1K 25.81K +5.0
$11.37M 64.77K 63.83K +1.5
$9.89M 214.83K 210.92K +1.9
$8.63M 97.5K 94.47K +3.2
$7.52M 123.55K 118.9K +3.9
John Hancock Exchange Traded (MULTIFACTOR MI)
$7.48M 144.87K 141.45K +2.4
$5.85M 116.34K 115.97K +0.3
$2.98M 50.61K 46.97K +7.8
$2.95M 6.09K 6.13K -0.6
$2.21M 76.36K 74.76K +2.1
$1.5M 29.7K 29.79K -0.3
$1.32M 44.26K 44.24K 0
$1.02M 7.19K 7.08K +1.5
$986K 8.35K 8.32K +0.3
$901K 14.07K 14.18K -0.8
$665K 44.26K 50.28K -12.0
$573K 2.61K 2.61K 0
$565K 9.41K 9.74K -3.5
$408K 6.89K 6.91K -0.2
$392K 5.28K 5.28K 0
$343K 2.03K 2.03K 0
$300K 1.56K 1.55K +0.6
$284K 1.76K 1.81K -2.9
$266K 942 941 +0.1
$243K 1.22K 1.22K 0
$239K 1.15K 288 +300.0
$234K 1.5K NEW
$216K 1.1K 1.1K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings