HoldingsChannel.com
Strategic Wealth Management Group LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 587,043 +62,561 $32,158
     SCHD587,043+62,561$32,158
ISHARES TR (IJH) 102,711 +2,007 $19,847
     IJH102,711+2,007$19,847
VANGUARD WORLD FDS (VDC) 62,502 -5,026 $9,785
     VDC62,502-5,026$9,785
ISHARES TR (IWF) 55,340 +1,835 $8,834
     IWF55,340+1,835$8,834
ISHARES TR (INTF) 254,786 +22,981 $6,497
     INTF254,786+22,981$6,497
ISHARES TR (LRGF) 169,782 +7,336 $5,419
     LRGF169,782+7,336$5,419
APPLE INC 18,196 +32 $4,075
     AAPL18,196+32$4,075
CHESAPEAKE UTILS CORP 37,489 UNCH $3,573
     CPK37,489UNCH$3,573
AMAZON COM INC 1,329 UNCH $2,307
     AMZN1,329UNCH$2,307
FACEBOOK INC 10,529 -410 $1,875
     FB10,529-410$1,875
PRICE T ROWE GROUP INC 14,291 +4 $1,633
     TROW14,291+4$1,633
HOME DEPOT INC 6,942 +17 $1,611
     HD6,942+17$1,611
INVESCO EXCH TRD SLF IDX FD 75,304 +1,876 $1,604
     BSCK75,304+1,876$1,604
INVESCO EXCH TRD SLF IDX FD 66,024 +1,001 $1,579
     BSJJ66,024+1,001$1,579
ISHARES TR (IWD) 11,755 +902 $1,508
     IWD11,755+902$1,508
INVESCO EXCH TRD SLF IDX FD 60,691 +12,865 $1,453
     BSJK60,691+12,865$1,453
ISHARES TR (SMLF) 35,055 +493 $1,398
     SMLF35,055+493$1,398
ISHARES TR (IVV) 4,638 +4,638 $1,385
     IVV4,638+4,638$1,385
VANGUARD INDEX FDS (VTI) 8,986 +3 $1,357
     VTI8,986+3$1,357
SPDR S&P 500 ETF TR (SPY) 4,279 -286 $1,270
     SPY4,279-286$1,270
STARBUCKS CORP 14,285 -365 $1,263
     SBUX14,285-365$1,263
MCDONALDS CORP 5,830 +8 $1,252
     MCD5,830+8$1,252
PROCTER & GAMBLE CO 9,600 +156 $1,194
     PG9,600+156$1,194
PAYPAL HLDGS INC 10,416 +50 $1,079
     PYPL10,416+50$1,079
EXXON MOBIL CORP 14,838 +252 $1,048
     XOM14,838+252$1,048
JOHNSON & JOHNSON 7,828 +63 $1,013
     JNJ7,828+63$1,013
SPDR SERIES TRUST (SPSB) 30,933 UNCH $954
     SPSB30,933UNCH$954
INVESCO EXCH TRD SLF IDX FD 42,866 UNCH $904
     BSCJ42,866UNCH$904
MICROSOFT CORP 6,204 -166 $863
     MSFT6,204-166$863
NORTHROP GRUMMAN CORP 2,153 +7 $807
     NOC2,153+7$807
SALESFORCE COM INC 5,305 -175 $787
     CRM5,305-175$787
BANK AMER CORP 26,465 +21 $772
     BAC26,465+21$772
INTERNATIONAL BUSINESS MACHS 4,815 +9 $700
     IBM4,815+9$700
DOVER CORP 6,919 -240 $689
     DOV6,919-240$689
CHEVRON CORP NEW 5,357 -64 $635
     CVX5,357-64$635
BOEING CO 1,500 +24 $571
     BA1,500+24$571
AT&T INC 14,376 +1,067 $544
     T14,376+1,067$544
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,423 UNCH $502
     MDY1,423UNCH$502
BERKSHIRE HATHAWAY INC DEL      $497
     BRK.B2,391-136$497
ACTIVISION BLIZZARD INC 9,344 -1,167 $494
     ATVI9,344-1,167$494
3M CO 2,874 -84 $472
     MMM2,874-84$472
WALMART INC 3,955 UNCH $469
     WMT3,955UNCH$469
SANDY SPRING BANCORP INC 13,492 +128 $455
     SASR13,492+128$455
BLACKSTONE GROUP INC 9,241 +213 $451
     BX9,241+213$451
WASTE MGMT INC DEL 3,762 +290 $433
     WM3,762+290$433
PEPSICO INC 3,078 +1 $422
     PEP3,078+1$422
VANGUARD WORLD FDS (VPU) 2,866 UNCH $412
     VPU2,866UNCH$412
ICU MED INC 2,500 UNCH $399
     ICUI2,500UNCH$399
INTEL CORP 7,727 +246 $398
     INTC7,727+246$398
VERIZON COMMUNICATIONS INC 6,499 -82 $392
     VZ6,499-82$392

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 09/30/2019: $139,038
At 06/30/2019: $131,488

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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