HoldingsChannel.com
Strategic Wealth Management Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 802,191 +183,858 $36,083
     SCHD802,191+183,858$36,083
ISHARES TR (IJH) 107,077 +3,152 $15,404
     IJH107,077+3,152$15,404
ISHARES TR (IWF) 56,813 +3,223 $8,559
     IWF56,813+3,223$8,559
VANGUARD WORLD FDS (VDC) 60,085 -167 $8,281
     VDC60,085-167$8,281
ISHARES TR (INTF) 288,868 +28,281 $5,852
     INTF288,868+28,281$5,852
APPLE INC 19,055 +566 $4,846
     AAPL19,055+566$4,846
ISHARES TR (IVV) 18,267 +5,404 $4,720
     IVV18,267+5,404$4,720
ISHARES TR (LRGF) 164,134 -4,847 $4,341
     LRGF164,134-4,847$4,341
CHESAPEAKE UTILS CORP 37,489 UNCH $3,213
     CPK37,489UNCH$3,213
AMAZON COM INC 1,180 +47 $2,301
     AMZN1,180+47$2,301
INVESCO EXCH TRD SLF IDX FD 99,516 +22,207 $2,289
     BSJK99,516+22,207$2,289
INVESCO EXCH TRD SLF IDX FD 76,665 UNCH $1,611
     BSCK76,665UNCH$1,611
FACEBOOK INC 9,109 -510 $1,519
     FB9,109-510$1,519
ISHARES TR (IWD) 14,621 +2,709 $1,450
     IWD14,621+2,709$1,450
PRICE T ROWE GROUP INC 14,346 +6 $1,401
     TROW14,346+6$1,401
HOME DEPOT INC 7,354 +248 $1,373
     HD7,354+248$1,373
INVESCO EXCH TRD SLF IDX FD 60,082 +29,099 $1,330
     BSJL60,082+29,099$1,330
SPDR S&P 500 ETF TR (SPY) 4,943 +468 $1,274
     SPY4,943+468$1,274
MICROSOFT CORP 7,793 +364 $1,229
     MSFT7,793+364$1,229
VANGUARD INDEX FDS (VTI) 8,992 +3 $1,159
     VTI8,992+3$1,159
PROCTER & GAMBLE CO 9,961 +235 $1,096
     PG9,961+235$1,096
JOHNSON & JOHNSON 8,209 -186 $1,076
     JNJ8,209-186$1,076
MCDONALDS CORP 5,961 +85 $986
     MCD5,961+85$986
STARBUCKS CORP 14,590 +302 $959
     SBUX14,590+302$959
SPDR SER TR (SPSB) 30,835 -98 $933
     SPSB30,835-98$933
ISHARES TR (SMLF) 30,893 -3,554 $920
     SMLF30,893-3,554$920
PAYPAL HLDGS INC 9,475 -878 $907
     PYPL9,475-878$907
SALESFORCE COM INC 5,288 -42 $761
     CRM5,288-42$761
NIKE INC 8,284 +8,284 $685
     NKE8,284+8,284$685
NORTHROP GRUMMAN CORP 2,152 -2 $651
     NOC2,152-2$651
DOVER CORP 6,919 -32 $581
     DOV6,919-32$581
BK OF AMERICA CORP 26,918 -232 $571
     BAC26,918-232$571
INTERNATIONAL BUSINESS MACHS 4,790 -36 $531
     IBM4,790-36$531
EXXON MOBIL CORP 13,926 -1,329 $529
     XOM13,926-1,329$529
ICU MED INC 2,500 UNCH $504
     ICUI2,500UNCH$504
INVESCO EXCH TRD SLF IDX FD 23,562 +352 $494
     BSCL23,562+352$494
BERKSHIRE HATHAWAY INC DEL      $482
     BRK.B2,638+212$482
AT&T INC 16,285 -1,013 $475
     T16,285-1,013$475
PEPSICO INC 3,937 +9 $473
     PEP3,937+9$473
WALMART INC 3,862 -345 $439
     WMT3,862-345$439
INTEL CORP 8,015 +1 $434
     INTC8,015+1$434
BLACKSTONE GROUP INC 9,402 +76 $428
     BX9,402+76$428
ISHARES TR (IJR) 7,614 +3,777 $427
     IJR7,614+3,777$427
VERIZON COMMUNICATIONS INC 7,850 -681 $422
     VZ7,850-681$422
ACTIVISION BLIZZARD INC 6,642 -2,176 $395
     ATVI6,642-2,176$395
3M CO 2,895 -144 $395
     MMM2,895-144$395
CHEVRON CORP NEW 5,382 -123 $390
     CVX5,382-123$390
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,423 UNCH $374
     MDY1,423UNCH$374
ALIBABA GROUP HLDG LTD 1,823 -171 $355
     BABA1,823-171$355
VANGUARD WORLD FDS (VPU) 2,866 UNCH $349
     VPU2,866UNCH$349

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 03/31/2020: $134,330
At 12/31/2019: $154,376

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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