HoldingsChannel.com
Strategic Wealth Management Group LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 618,333 +31,290 $35,814
     SCHD618,333+31,290$35,814
ISHARES TR (IJH) 103,925 +1,214 $21,390
     IJH103,925+1,214$21,390
VANGUARD WORLD FDS (VDC) 60,252 -2,250 $9,713
     VDC60,252-2,250$9,713
ISHARES TR (IWF) 53,590 -1,750 $9,428
     IWF53,590-1,750$9,428
ISHARES TR (INTF) 260,587 +5,801 $7,049
     INTF260,587+5,801$7,049
ISHARES TR (LRGF) 168,981 -801 $5,826
     LRGF168,981-801$5,826
APPLE INC 18,489 +293 $5,429
     AAPL18,489+293$5,429
ISHARES TR (IVV) 12,863 +8,225 $4,158
     IVV12,863+8,225$4,158
CHESAPEAKE UTILS CORP 37,489 UNCH $3,593
     CPK37,489UNCH$3,593
AMAZON COM INC 1,133 -196 $2,094
     AMZN1,133-196$2,094
FACEBOOK INC 9,619 -910 $1,974
     FB9,619-910$1,974
INVESCO EXCH TRD SLF IDX FD 77,309 +16,618 $1,850
     BSJK77,309+16,618$1,850
PRICE T ROWE GROUP INC 14,340 +49 $1,747
     TROW14,340+49$1,747
INVESCO EXCH TRD SLF IDX FD 76,665 +1,361 $1,632
     BSCK76,665+1,361$1,632
ISHARES TR (IWD) 11,912 +157 $1,626
     IWD11,912+157$1,626
HOME DEPOT INC 7,106 +164 $1,552
     HD7,106+164$1,552
ISHARES TR (SMLF) 34,447 -608 $1,478
     SMLF34,447-608$1,478
VANGUARD INDEX FDS (VTI) 8,989 +3 $1,471
     VTI8,989+3$1,471
SPDR S&P 500 ETF TR (SPY) 4,475 +196 $1,440
     SPY4,475+196$1,440
STARBUCKS CORP 14,288 +3 $1,256
     SBUX14,288+3$1,256
JOHNSON & JOHNSON 8,395 +567 $1,225
     JNJ8,395+567$1,225
PROCTER & GAMBLE CO 9,726 +126 $1,215
     PG9,726+126$1,215
MICROSOFT CORP 7,429 +1,225 $1,172
     MSFT7,429+1,225$1,172
MCDONALDS CORP 5,876 +46 $1,161
     MCD5,876+46$1,161
PAYPAL HLDGS INC 10,353 -63 $1,120
     PYPL10,353-63$1,120
EXXON MOBIL CORP 15,255 +417 $1,065
     XOM15,255+417$1,065
BANK AMER CORP 27,150 +685 $956
     BAC27,150+685$956
SPDR SERIES TRUST (SPSB) 30,933 UNCH $954
     SPSB30,933UNCH$954
SALESFORCE COM INC 5,330 +25 $867
     CRM5,330+25$867
DOVER CORP 6,951 +32 $801
     DOV6,951+32$801
INVESCO EXCH TRD SLF IDX FD 30,983 +17,258 $765
     BSJL30,983+17,258$765
NORTHROP GRUMMAN CORP 2,154 +1 $741
     NOC2,154+1$741
AT&T INC 17,298 +2,922 $676
     T17,298+2,922$676
CHEVRON CORP NEW 5,505 +148 $663
     CVX5,505+148$663
INTERNATIONAL BUSINESS MACHS 4,826 +11 $647
     IBM4,826+11$647
BERKSHIRE HATHAWAY INC DEL      $549
     BRK.B2,426+35$549
PEPSICO INC 3,928 +850 $537
     PEP3,928+850$537
3M CO 3,039 +165 $536
     MMM3,039+165$536
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,423 UNCH $534
     MDY1,423UNCH$534
ACTIVISION BLIZZARD INC 8,818 -526 $524
     ATVI8,818-526$524
VERIZON COMMUNICATIONS INC 8,531 +2,032 $524
     VZ8,531+2,032$524
BLACKSTONE GROUP INC 9,326 +85 $522
     BX9,326+85$522
SANDY SPRING BANCORP INC 13,492 UNCH $511
     SASR13,492UNCH$511
WALMART INC 4,207 +252 $500
     WMT4,207+252$500
INVESCO EXCH TRD SLF IDX FD 23,210 +13,736 $493
     BSCL23,210+13,736$493
INTEL CORP 8,014 +287 $480
     INTC8,014+287$480
ICU MED INC 2,500 UNCH $468
     ICUI2,500UNCH$468
BOEING CO 1,435 -65 $467
     BA1,435-65$467
DISNEY WALT CO 3,054 +841 $442
     DIS3,054+841$442
WASTE MGMT INC DEL 3,762 UNCH $429
     WM3,762UNCH$429

See Full List: All Stocks Held By Strategic Wealth Management Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Strategic Wealth Management Group LLC

Size ($ in 1000's)
At 12/31/2019: $154,376
At 09/30/2019: $139,038

Strategic Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings

Strategic Wealth Management Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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