0001750403-20-000002.txt : 20200410
0001750403-20-000002.hdr.sgml : 20200410
20200410112528
ACCESSION NUMBER: 0001750403-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200410
DATE AS OF CHANGE: 20200410
EFFECTIVENESS DATE: 20200410
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: 20786221
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
03-31-2020
03-31-2020
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
04-10-2020
0
85
134330
false
INFORMATION TABLE
2
stratwealth1q20.xml
3M CO
COM
88579Y101
395
2895
SH
SOLE
0
0
2895
ABBOTT LABS
COM
002824100
214
2707
SH
SOLE
0
0
2707
ACTIVISION BLIZZARD INC
COM
00507V109
395
6642
SH
SOLE
0
0
6642
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
355
1823
SH
SOLE
0
0
1823
ALPHA PRO TECH LTD
COM
020772109
145
11997
SH
SOLE
0
0
11997
ALPHABET INC
CAP STK CL A
02079K305
306
263
SH
SOLE
0
0
263
ALPHABET INC
CAP STK CL C
02079K107
243
209
SH
SOLE
0
0
209
ALTRIA GROUP INC
COM
02209S103
205
5293
SH
SOLE
0
0
5293
AMAZON COM INC
COM
023135106
2301
1180
SH
SOLE
0
0
1180
APPLE INC
COM
037833100
4846
19055
SH
SOLE
0
0
19055
AT&T INC
COM
00206R102
475
16285
SH
SOLE
0
0
16285
BECTON DICKINSON & CO
COM
075887109
299
1301
SH
SOLE
0
0
1301
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
482
2638
SH
SOLE
0
0
2638
BK OF AMERICA CORP
COM
060505104
571
26918
SH
SOLE
0
0
26918
BLACKSTONE GROUP INC
COM CL A
09260D107
428
9402
SH
SOLE
0
0
9402
CHESAPEAKE UTILS CORP
COM
165303108
3213
37489
SH
SOLE
0
0
37489
CHEVRON CORP NEW
COM
166764100
390
5382
SH
SOLE
0
0
5382
CISCO SYS INC
COM
17275R102
335
8531
SH
SOLE
0
0
8531
CO DIAGNOSTICS INC
COM
189763105
127
16650
SH
SOLE
0
0
16650
COSTCO WHSL CORP NEW
COM
22160K105
268
940
SH
SOLE
0
0
940
DISNEY WALT CO
COM DISNEY
254687106
272
2811
SH
SOLE
0
0
2811
DOMINION ENERGY INC
COM
25746U109
206
2850
SH
SOLE
0
0
2850
DOVER CORP
COM
260003108
581
6919
SH
SOLE
0
0
6919
ETF SER SOLUTIONS
US DIVERSIFIED
26922A511
208
8637
SH
SOLE
0
0
8637
EXXON MOBIL CORP
COM
30231G102
529
13926
SH
SOLE
0
0
13926
FACEBOOK INC
CL A
30303M102
1519
9109
SH
SOLE
0
0
9109
FORD MTR CO DEL
COM
345370860
121
25141
SH
SOLE
0
0
25141
GENERAL ELECTRIC CO
COM
369604103
198
24975
SH
SOLE
0
0
24975
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
340
18766
SH
SOLE
0
0
18766
HOME DEPOT INC
COM
437076102
1373
7354
SH
SOLE
0
0
7354
ICU MED INC
COM
44930G107
504
2500
SH
SOLE
0
0
2500
INOVIO PHARMACEUTICALS INC
COM NEW
45773H201
187
25175
SH
SOLE
0
0
25175
INTEL CORP
COM
458140100
434
8015
SH
SOLE
0
0
8015
INTERNATIONAL BUSINESS MACHS
COM
459200101
531
4790
SH
SOLE
0
0
4790
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 CB
46138J502
1611
76665
SH
SOLE
0
0
76665
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
494
23562
SH
SOLE
0
0
23562
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 HY
46138J601
2289
99516
SH
SOLE
0
0
99516
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 HY
46138J809
1330
60082
SH
SOLE
0
0
60082
ISHARES TR
CORE S&P MCP ETF
464287507
15404
107077
SH
SOLE
0
0
107077
ISHARES TR
CORE S&P SCP ETF
464287804
427
7614
SH
SOLE
0
0
7614
ISHARES TR
CORE S&P500 ETF
464287200
4720
18267
SH
SOLE
0
0
18267
ISHARES TR
RUS 1000 VAL ETF
464287598
1450
14621
SH
SOLE
0
0
14621
ISHARES TR
RUS 1000 GRW ETF
464287614
8559
56813
SH
SOLE
0
0
56813
ISHARES TR
MULTIFACTOR INTL
46434V274
5852
288868
SH
SOLE
0
0
288868
ISHARES TR
MULTIFACTOR USA
46434V282
4341
164134
SH
SOLE
0
0
164134
ISHARES TR
MULTIFACTOR USA
46434V290
920
30893
SH
SOLE
0
0
30893
JOHNSON & JOHNSON
COM
478160104
1076
8209
SH
SOLE
0
0
8209
JPMORGAN CHASE & CO
COM
46625H100
225
2498
SH
SOLE
0
0
2498
MCDONALDS CORP
COM
580135101
986
5961
SH
SOLE
0
0
5961
MICROSOFT CORP
COM
594918104
1229
7793
SH
SOLE
0
0
7793
MODERNA INC
COM
60770K107
236
7866
SH
SOLE
0
0
7866
MONDELEZ INTL INC
CL A
609207105
209
4172
SH
SOLE
0
0
4172
NIKE INC
CL B
654106103
685
8284
SH
SOLE
0
0
8284
NORTHROP GRUMMAN CORP
COM
666807102
651
2152
SH
SOLE
0
0
2152
PAYPAL HLDGS INC
COM
70450Y103
907
9475
SH
SOLE
0
0
9475
PEPSICO INC
COM
713448108
473
3937
SH
SOLE
0
0
3937
PFIZER INC
COM
717081103
202
6189
SH
SOLE
0
0
6189
PHILIP MORRIS INTL INC
COM
718172109
204
2794
SH
SOLE
0
0
2794
PRICE T ROWE GROUP INC
COM
74144T108
1401
14346
SH
SOLE
0
0
14346
PROCTER & GAMBLE CO
COM
742718109
1096
9961
SH
SOLE
0
0
9961
SALESFORCE COM INC
COM
79466L302
761
5288
SH
SOLE
0
0
5288
SANDY SPRING BANCORP INC
COM
800363103
305
13492
SH
SOLE
0
0
13492
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
36083
802191
SH
SOLE
0
0
802191
SIRIUS XM HLDGS INC
COM
82968B103
256
51844
SH
SOLE
0
0
51844
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1274
4943
SH
SOLE
0
0
4943
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
374
1423
SH
SOLE
0
0
1423
SPDR SER TR
PORTFOLIO INTRMD
78464A375
274
8044
SH
SOLE
0
0
8044
SPDR SER TR
PORTFOLIO SHORT
78464A474
933
30835
SH
SOLE
0
0
30835
SPROTT PHYSICAL GOLD TRUST
UNIT
85207H104
220
16802
SH
SOLE
0
0
16802
STARBUCKS CORP
COM
855244109
959
14590
SH
SOLE
0
0
14590
STRYKER CORP
COM
863667101
239
1433
SH
SOLE
0
0
1433
TESLA INC
COM
88160R101
334
637
SH
SOLE
0
0
637
UNDER ARMOUR INC
CL A
904311107
109
11816
SH
SOLE
0
0
11816
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1159
8992
SH
SOLE
0
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
259
7717
SH
SOLE
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7717
VANGUARD WORLD FD
ESG US STK ETF
921910733
237
5177
SH
SOLE
0
0
5177
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
8281
60085
SH
SOLE
0
0
60085
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
349
2866
SH
SOLE
0
0
2866
VAXART INC
COM NEW
92243A200
28
15984
SH
SOLE
0
0
15984
VERIZON COMMUNICATIONS INC
COM
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422
7850
SH
SOLE
0
0
7850
VULCAN MATLS CO
COM
929160109
223
2064
SH
SOLE
0
0
2064
WALMART INC
COM
931142103
439
3862
SH
SOLE
0
0
3862
WASTE MGMT INC DEL
COM
94106L109
321
3472
SH
SOLE
0
0
3472
WESBANCO INC
COM
950810101
243
10253
SH
SOLE
0
0
10253
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
275
1882
SH
SOLE
0
0
1882