0001750403-19-000003.txt : 20190410
0001750403-19-000003.hdr.sgml : 20190410
20190410161642
ACCESSION NUMBER: 0001750403-19-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190410
DATE AS OF CHANGE: 20190410
EFFECTIVENESS DATE: 20190410
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Strategic Wealth Management Group, LLC
CENTRAL INDEX KEY: 0001750403
IRS NUMBER: 522295943
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18962
FILM NUMBER: 19741836
BUSINESS ADDRESS:
STREET 1: 8170 MAPLE LAWN BLVD., SUITE 100
CITY: FULTON
STATE: MD
ZIP: 20759
BUSINESS PHONE: 4109889494
MAIL ADDRESS:
STREET 1: 8170 MAPLE LAWN BLVD., SUITE 100
CITY: FULTON
STATE: MD
ZIP: 20759
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001750403
XXXXXXXX
03-31-2019
03-31-2019
Strategic Wealth Management Group, LLC
8170 MAPLE LAWN BLVD., SUITE 100
FULTON
MD
20759
13F HOLDINGS REPORT
028-18962
N
Jim Griesser
CCO/Member
410.988.9494
Jim Griesser
Fulton
MD
04-10-2019
0
81
122089
false
INFORMATION TABLE
2
stratwealth1q19.xml
ISHARES TR
RUS 1000 GRW ETF
464287614
8295
54801
SH
SOLE
0
0
54801
MONDELEZ INTL INC
CL A
609207105
208
4167
SH
SOLE
0
0
4167
3M CO
COM
88579Y101
633
3048
SH
SOLE
0
0
3048
INTEL CORP
COM
458140100
325
6055
SH
SOLE
0
0
6055
ICU MED INC
COM
44930G107
598
2500
SH
SOLE
0
0
2500
MCDONALDS CORP
COM
580135101
1105
5821
SH
SOLE
0
0
5821
DOMINION ENERGY INC
COM
25746U109
235
3070
SH
SOLE
0
0
3070
WASTE MGMT INC DEL
COM
94106L109
361
3472
SH
SOLE
0
0
3472
STARBUCKS CORP
COM
855244109
1112
14952
SH
SOLE
0
0
14952
MICROSOFT CORP
COM
594918104
746
6321
SH
SOLE
0
0
6321
EXXON MOBIL CORP
COM
30231G102
1237
15315
SH
SOLE
0
0
15315
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
10022
69016
SH
SOLE
0
0
69016
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
25675
491102
SH
SOLE
0
0
491102
CISCO SYS INC
COM
17275R102
387
7173
SH
SOLE
0
0
7173
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
332
9495
SH
SOLE
0
0
9495
BB&T CORP
COM
054937107
296
6363
SH
SOLE
0
0
6363
NORTHROP GRUMMAN CORP
COM
666807102
604
2240
SH
SOLE
0
0
2240
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
341
8020
SH
SOLE
0
0
8020
MORGAN STANLEY
COM NEW
617446448
201
4765
SH
SOLE
0
0
4765
HOME DEPOT INC
COM
437076102
1314
6847
SH
SOLE
0
0
6847
ISHARES TR
MULTIFACTOR INTL
46434V274
4766
181027
SH
SOLE
0
0
181027
INVESCO EXCH TRD SLF IDX FD
BULSHS 2019 CB
46138J304
999
47425
SH
SOLE
0
0
47425
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1315
9087
SH
SOLE
0
0
9087
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
486
2666
SH
SOLE
0
0
2666
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
575
2861
SH
SOLE
0
0
2861
HONEYWELL INTL INC
COM
438516106
202
1273
SH
SOLE
0
0
1273
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 HY
46138J809
222
8977
SH
SOLE
0
0
8977
STRYKER CORP
COM
863667101
280
1416
SH
SOLE
0
0
1416
PHILIP MORRIS INTL INC
COM
718172109
230
2597
SH
SOLE
0
0
2597
PAYPAL HLDGS INC
COM
70450Y103
1009
9718
SH
SOLE
0
0
9718
WALMART INC
COM
931142103
386
3955
SH
SOLE
0
0
3955
INVESCO EXCH TRD SLF IDX FD
BULSHS 2019 HY
46138J403
1539
64142
SH
SOLE
0
0
64142
CSX CORP
COM
126408103
248
3313
SH
SOLE
0
0
3313
ISHARES TR
MULTIFACTOR USA
46434V282
4097
132030
SH
SOLE
0
0
132030
CHEVRON CORP NEW
COM
166764100
660
5354
SH
SOLE
0
0
5354
VERIZON COMMUNICATIONS INC
COM
92343V104
444
7508
SH
SOLE
0
0
7508
ALTRIA GROUP INC
COM
02209S103
265
4618
SH
SOLE
0
0
4618
AMGEN INC
COM
031162100
400
2107
SH
SOLE
0
0
2107
AMAZON COM INC
COM
023135106
2019
1134
SH
SOLE
0
0
1134
DOWDUPONT INC
COM
26078J100
235
4417
SH
SOLE
0
0
4417
JPMORGAN CHASE & CO
COM
46625H100
211
2081
SH
SOLE
0
0
2081
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
371
2866
SH
SOLE
0
0
2866
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
492
1423
SH
SOLE
0
0
1423
COSTCO WHSL CORP NEW
COM
22160K105
222
917
SH
SOLE
0
0
917
BOEING CO
COM
097023105
598
1567
SH
SOLE
0
0
1567
DOVER CORP
COM
260003108
649
6919
SH
SOLE
0
0
6919
SALESFORCE COM INC
COM
79466L302
870
5492
SH
SOLE
0
0
5492
CHESAPEAKE UTILS CORP
COM
165303108
3419
37489
SH
SOLE
0
0
37489
SANDY SPRING BANCORP INC
COM
800363103
418
13364
SH
SOLE
0
0
13364
BECTON DICKINSON & CO
COM
075887109
324
1298
SH
SOLE
0
0
1298
FEDERAL REALTY INVT TR
SH BEN INT NEW
313747206
401
2908
SH
SOLE
0
0
2908
PFIZER INC
COM
717081103
272
6406
SH
SOLE
0
0
6406
ACTIVISION BLIZZARD INC
COM
00507V109
397
8722
SH
SOLE
0
0
8722
PNC FINL SVCS GROUP INC
COM
693475105
268
2186
SH
SOLE
0
0
2186
ISHARES TR
MULTIFACTOR USA
46434V290
1479
36882
SH
SOLE
0
0
36882
BANK AMER CORP
COM
060505104
689
24985
SH
SOLE
0
0
24985
SIRIUS XM HLDGS INC
COM
82968B103
294
51840
SH
SOLE
0
0
51840
FORD MTR CO DEL
COM
345370860
122
13916
SH
SOLE
0
0
13916
JOHNSON & JOHNSON
COM
478160104
1108
7928
SH
SOLE
0
0
7928
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 HY
46138J601
746
30961
SH
SOLE
0
0
30961
LOUISIANA PAC CORP
COM
546347105
313
12843
SH
SOLE
0
0
12843
VULCAN MATLS CO
COM
929160109
334
2825
SH
SOLE
0
0
2825
PEPSICO INC
COM
713448108
388
3165
SH
SOLE
0
0
3165
PROCTER AND GAMBLE CO
COM
742718109
982
9437
SH
SOLE
0
0
9437
EXELON CORP
COM
30161N101
236
4714
SH
SOLE
0
0
4714
ISHARES TR
RUS 1000 VAL ETF
464287598
1392
11270
SH
SOLE
0
0
11270
FACEBOOK INC
CL A
30303M102
1884
11305
SH
SOLE
0
0
11305
AUTOMATIC DATA PROCESSING IN
COM
053015103
219
1368
SH
SOLE
0
0
1368
HOWARD BANCORP INC
COM
442496105
164
11052
SH
SOLE
0
0
11052
PRICE T ROWE GROUP INC
COM
74144T108
1430
14284
SH
SOLE
0
0
14284
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
844
27625
SH
SOLE
0
0
27625
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 CB
46138J502
932
43934
SH
SOLE
0
0
43934
ABBOTT LABS
COM
002824100
208
2599
SH
SOLE
0
0
2599
ALPHABET INC
CAP STK CL A
02079K305
214
182
SH
SOLE
0
0
182
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
214
6275
SH
SOLE
0
0
6275
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1289
4563
SH
SOLE
0
0
4563
APPLE INC
COM
037833100
3304
17395
SH
SOLE
0
0
17395
SPROTT PHYSICAL GOLD TRUST
UNIT
85207H104
457
43726
SH
SOLE
0
0
43726
AT&T INC
COM
00206R102
422
13470
SH
SOLE
0
0
13470
ISHARES TR
CORE S&P MCP ETF
464287507
18422
97266
SH
SOLE
0
0
97266
INTERNATIONAL BUSINESS MACHS
COM
459200101
687
4872
SH
SOLE
0
0
4872