0001750403-19-000004.txt : 20190717
0001750403-19-000004.hdr.sgml : 20190717
20190717141327
ACCESSION NUMBER: 0001750403-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190717
DATE AS OF CHANGE: 20190717
EFFECTIVENESS DATE: 20190717
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: 19958776
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
06-30-2019
06-30-2019
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
07-17-2019
0
83
131488
false
INFORMATION TABLE
2
stratwealth2q19.xml
MONDELEZ INTL INC
CL A
609207105
225
4167
SH
SOLE
0
0
4167
ISHARES TR
RUS 1000 GRW ETF
464287614
8418
53505
SH
SOLE
0
0
53505
3M CO
COM
88579Y101
513
2958
SH
SOLE
0
0
2958
INTEL CORP
COM
458140100
358
7481
SH
SOLE
0
0
7481
ICU MED INC
COM
44930G107
630
2500
SH
SOLE
0
0
2500
DOMINION ENERGY INC
COM
25746U109
220
2850
SH
SOLE
0
0
2850
MCDONALDS CORP
COM
580135101
1209
5822
SH
SOLE
0
0
5822
STARBUCKS CORP
COM
855244109
1228
14650
SH
SOLE
0
0
14650
WASTE MGMT INC DEL
COM
94106L109
401
3472
SH
SOLE
0
0
3472
MICROSOFT CORP
COM
594918104
853
6370
SH
SOLE
0
0
6370
EXXON MOBIL CORP
COM
30231G102
1118
14586
SH
SOLE
0
0
14586
CISCO SYS INC
COM
17275R102
382
6978
SH
SOLE
0
0
6978
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
10046
67528
SH
SOLE
0
0
67528
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
27834
524482
SH
SOLE
0
0
524482
ALPHABET INC
CAP STK CL C
02079K107
214
198
SH
SOLE
0
0
198
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
401
9028
SH
SOLE
0
0
9028
NORTHROP GRUMMAN CORP
COM
666807102
693
2146
SH
SOLE
0
0
2146
BB&T CORP
COM
054937107
313
6361
SH
SOLE
0
0
6361
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1348
8983
SH
SOLE
0
0
8983
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
325
7648
SH
SOLE
0
0
7648
HOME DEPOT INC
COM
437076102
1440
6925
SH
SOLE
0
0
6925
MORGAN STANLEY
COM NEW
617446448
209
4762
SH
SOLE
0
0
4762
ISHARES TR
MULTIFACTOR INTL
46434V274
6087
231805
SH
SOLE
0
0
231805
INVESCO EXCH TRD SLF IDX FD
BULSHS 2019 CB
46138J304
904
42866
SH
SOLE
0
0
42866
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
539
2527
SH
SOLE
0
0
2527
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
381
2249
SH
SOLE
0
0
2249
HONEYWELL INTL INC
COM
438516106
222
1273
SH
SOLE
0
0
1273
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 HY
46138J809
259
10485
SH
SOLE
0
0
10485
STRYKER CORP
COM
863667101
291
1416
SH
SOLE
0
0
1416
PHILIP MORRIS INTL INC
COM
718172109
224
2847
SH
SOLE
0
0
2847
DISNEY WALT CO
COM DISNEY
254687106
316
2265
SH
SOLE
0
0
2265
PAYPAL HLDGS INC
COM
70450Y103
1186
10366
SH
SOLE
0
0
10366
WALMART INC
COM
931142103
437
3955
SH
SOLE
0
0
3955
CSX CORP
COM
126408103
258
3334
SH
SOLE
0
0
3334
INVESCO EXCH TRD SLF IDX FD
BULSHS 2019 HY
46138J403
1557
65023
SH
SOLE
0
0
65023
ISHARES TR
MULTIFACTOR USA
46434V282
5159
162446
SH
SOLE
0
0
162446
CHEVRON CORP NEW
COM
166764100
675
5421
SH
SOLE
0
0
5421
METLIFE INC
COM
59156R108
231
4643
SH
SOLE
0
0
4643
ALTRIA GROUP INC
COM
02209S103
259
5468
SH
SOLE
0
0
5468
VERIZON COMMUNICATIONS INC
COM
92343V104
376
6581
SH
SOLE
0
0
6581
AMGEN INC
COM
031162100
375
2037
SH
SOLE
0
0
2037
AMAZON COM INC
COM
023135106
2517
1329
SH
SOLE
0
0
1329
JPMORGAN CHASE & CO
COM
46625H100
221
1978
SH
SOLE
0
0
1978
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
381
2866
SH
SOLE
0
0
2866
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
505
1423
SH
SOLE
0
0
1423
BOEING CO
COM
097023105
537
1476
SH
SOLE
0
0
1476
COSTCO WHSL CORP NEW
COM
22160K105
242
917
SH
SOLE
0
0
917
DOVER CORP
COM
260003108
717
7159
SH
SOLE
0
0
7159
SALESFORCE COM INC
COM
79466L302
831
5480
SH
SOLE
0
0
5480
CHESAPEAKE UTILS CORP
COM
165303108
3562
37489
SH
SOLE
0
0
37489
SANDY SPRING BANCORP INC
COM
800363103
466
13364
SH
SOLE
0
0
13364
BECTON DICKINSON & CO
COM
075887109
329
1304
SH
SOLE
0
0
1304
FEDERAL REALTY INVT TR
SH BEN INT NEW
313747206
328
2549
SH
SOLE
0
0
2549
PFIZER INC
COM
717081103
239
5527
SH
SOLE
0
0
5527
ACTIVISION BLIZZARD INC
COM
00507V109
496
10511
SH
SOLE
0
0
10511
PNC FINL SVCS GROUP INC
COM
693475105
274
1998
SH
SOLE
0
0
1998
ISHARES TR
MULTIFACTOR USA
46434V290
1393
34562
SH
SOLE
0
0
34562
BANK AMER CORP
COM
060505104
767
26444
SH
SOLE
0
0
26444
SIRIUS XM HLDGS INC
COM
82968B103
289
51840
SH
SOLE
0
0
51840
FORD MTR CO DEL
COM
345370860
164
16035
SH
SOLE
0
0
16035
JOHNSON & JOHNSON
COM
478160104
1081
7765
SH
SOLE
0
0
7765
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 HY
46138J601
1152
47826
SH
SOLE
0
0
47826
LOUISIANA PAC CORP
COM
546347105
296
11292
SH
SOLE
0
0
11292
VULCAN MATLS CO
COM
929160109
357
2602
SH
SOLE
0
0
2602
UNDER ARMOUR INC
CL A
904311107
234
9230
SH
SOLE
0
0
9230
PEPSICO INC
COM
713448108
403
3077
SH
SOLE
0
0
3077
EXELON CORP
COM
30161N101
226
4720
SH
SOLE
0
0
4720
PROCTER AND GAMBLE CO
COM
742718109
1036
9444
SH
SOLE
0
0
9444
ISHARES TR
RUS 1000 VAL ETF
464287598
1381
10853
SH
SOLE
0
0
10853
FACEBOOK INC
CL A
30303M102
2111
10939
SH
SOLE
0
0
10939
PRICE T ROWE GROUP INC
COM
74144T108
1567
14287
SH
SOLE
0
0
14287
HOWARD BANCORP INC
COM
442496105
168
11052
SH
SOLE
0
0
11052
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
952
30933
SH
SOLE
0
0
30933
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 CB
46138J502
1561
73428
SH
SOLE
0
0
73428
ALPHABET INC
CAP STK CL A
02079K305
202
187
SH
SOLE
0
0
187
ABBOTT LABS
COM
002824100
228
2708
SH
SOLE
0
0
2708
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
366
10483
SH
SOLE
0
0
10483
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1338
4565
SH
SOLE
0
0
4565
APPLE INC
COM
037833100
3595
18164
SH
SOLE
0
0
18164
SPROTT PHYSICAL GOLD TRUST
UNIT
85207H104
190
16802
SH
SOLE
0
0
16802
AT&T INC
COM
00206R102
446
13309
SH
SOLE
0
0
13309
ISHARES TR
CORE S&P MCP ETF
464287507
19563
100704
SH
SOLE
0
0
100704
INTERNATIONAL BUSINESS MACHS
COM
459200101
663
4806
SH
SOLE
0
0
4806