0001750403-20-000003.txt : 20200720
0001750403-20-000003.hdr.sgml : 20200720
20200717213548
ACCESSION NUMBER: 0001750403-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200720
DATE AS OF CHANGE: 20200717
EFFECTIVENESS DATE: 20200720
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: 201034882
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
06-30-2020
06-30-2020
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
07-17-2020
0
98
169385
false
INFORMATION TABLE
2
stratwealth2q20.xml
ISHARES TR
CORE S&P MCP ETF
464287507
19328
108695
SH
SOLE
0
0
108695
ISHARES TR
CORE S&P SCP ETF
464287804
1042
15265
SH
SOLE
0
0
15265
ISHARES TR
CORE S&P500 ETF
464287200
7411
23931
SH
SOLE
0
0
23931
ISHARES TR
RUS 1000 VAL ETF
464287598
1841
16348
SH
SOLE
0
0
16348
ISHARES TR
RUS 1000 GRW ETF
464287614
10865
56602
SH
SOLE
0
0
56602
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
462
1423
SH
SOLE
0
0
1423
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1704
5526
SH
SOLE
0
0
5526
AMAZON COM INC
COM
023135106
3253
1179
SH
SOLE
0
0
1179
BRISTOL-MYERS SQUIBB CO
COM
110122108
235
4005
SH
SOLE
0
0
4005
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
581
3253
SH
SOLE
0
0
3253
BOEING CO
COM
097023105
231
1258
SH
SOLE
0
0
1258
AMGEN INC
COM
031162100
238
1008
SH
SOLE
0
0
1008
ABBOTT LABS
COM
002824100
283
3093
SH
SOLE
0
0
3093
ALTRIA GROUP INC
COM
02209S103
209
5331
SH
SOLE
0
0
5331
INTEL CORP
COM
458140100
478
7983
SH
SOLE
0
0
7983
DISNEY WALT CO
COM DISNEY
254687106
283
2542
SH
SOLE
0
0
2542
JOHNSON & JOHNSON
COM
478160104
1239
8811
SH
SOLE
0
0
8811
PFIZER INC
COM
717081103
311
9502
SH
SOLE
0
0
9502
LOWES COS INC
COM
548661107
221
1635
SH
SOLE
0
0
1635
CHEVRON CORP NEW
COM
166764100
488
5473
SH
SOLE
0
0
5473
MICROSOFT CORP
COM
594918104
1641
8065
SH
SOLE
0
0
8065
AT&T INC
COM
00206R102
519
17183
SH
SOLE
0
0
17183
TRUIST FINL CORP
COM
89832Q109
234
6226
SH
SOLE
0
0
6226
CISCO SYS INC
COM
17275R102
409
8766
SH
SOLE
0
0
8766
INTERNATIONAL BUSINESS MACHS
COM
459200101
581
4814
SH
SOLE
0
0
4814
PEPSICO INC
COM
713448108
547
4135
SH
SOLE
0
0
4135
STRYKER CORPORATION
COM
863667101
259
1437
SH
SOLE
0
0
1437
VERIZON COMMUNICATIONS INC
COM
92343V104
468
8481
SH
SOLE
0
0
8481
BK OF AMERICA CORP
COM
060505104
638
26851
SH
SOLE
0
0
26851
STARBUCKS CORP
COM
855244109
1065
14471
SH
SOLE
0
0
14471
EXXON MOBIL CORP
COM
30231G102
622
13908
SH
SOLE
0
0
13908
WALMART INC
COM
931142103
492
4106
SH
SOLE
0
0
4106
COSTCO WHSL CORP NEW
COM
22160K105
302
997
SH
SOLE
0
0
997
DOMINION ENERGY INC
COM
25746U109
249
3062
SH
SOLE
0
0
3062
MORGAN STANLEY
COM NEW
617446448
205
4242
SH
SOLE
0
0
4242
PROCTER AND GAMBLE CO
COM
742718109
1227
10263
SH
SOLE
0
0
10263
GENERAL ELECTRIC CO
COM
369604103
171
24976
SH
SOLE
0
0
24976
HOME DEPOT INC
COM
437076102
1865
7443
SH
SOLE
0
0
7443
MCDONALDS CORP
COM
580135101
1097
5947
SH
SOLE
0
0
5947
NIKE INC
CL B
654106103
813
8288
SH
SOLE
0
0
8288
JPMORGAN CHASE & CO
COM
46625H100
249
2642
SH
SOLE
0
0
2642
SIRIUS XM HOLDINGS INC
COM
82968B103
304
51846
SH
SOLE
0
0
51846
MONDELEZ INTL INC
CL A
609207105
224
4372
SH
SOLE
0
0
4372
FORD MTR CO DEL
COM
345370860
144
23731
SH
SOLE
0
0
23731
3M CO
COM
88579Y101
494
3169
SH
SOLE
0
0
3169
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1408
8995
SH
SOLE
0
0
8995
WASTE MGMT INC DEL
COM
94106L109
368
3472
SH
SOLE
0
0
3472
CSX CORP
COM
126408103
232
3321
SH
SOLE
0
0
3321
APPLE INC
COM
037833100
7022
19248
SH
SOLE
0
0
19248
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
9094
60803
SH
SOLE
0
0
60803
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
380
9594
SH
SOLE
0
0
9594
NORTHROP GRUMMAN CORP
COM
666807102
659
2145
SH
SOLE
0
0
2145
QUIDEL CORP
COM
74838J101
210
940
SH
SOLE
0
0
940
PNC FINL SVCS GROUP INC
COM
693475105
200
1904
SH
SOLE
0
0
1904
ICU MED INC
COM
44930G107
461
2500
SH
SOLE
0
0
2500
ACTIVISION BLIZZARD INC
COM
00507V109
506
6670
SH
SOLE
0
0
6670
LOUISIANA PAC CORP
COM
546347105
209
8130
SH
SOLE
0
0
8130
PRICE T ROWE GROUP INC
COM
74144T108
1772
14348
SH
SOLE
0
0
14348
DOVER CORP
COM
260003108
668
6919
SH
SOLE
0
0
6919
VAXART INC
COM NEW
92243A200
248
28056
SH
SOLE
0
0
28056
BECTON DICKINSON & CO
COM
075887109
324
1354
SH
SOLE
0
0
1354
ALPHABET INC
CAP STK CL A
02079K305
390
275
SH
SOLE
0
0
275
VANGUARD INDEX FDS
GROWTH ETF
922908736
308
1524
SH
SOLE
0
0
1524
VULCAN MATLS CO
COM
929160109
219
1893
SH
SOLE
0
0
1893
INOVIO PHARMACEUTICALS INC
COM NEW
45773H201
678
25175
SH
SOLE
0
0
25175
UNDER ARMOUR INC
CL A
904311107
125
12838
SH
SOLE
0
0
12838
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
355
2870
SH
SOLE
0
0
2870
SALESFORCE COM INC
COM
79466L302
992
5297
SH
SOLE
0
0
5297
NOVAVAX INC
COM NEW
670002401
628
7529
SH
SOLE
0
0
7529
CHESAPEAKE UTILS CORP
COM
165303108
3149
37489
SH
SOLE
0
0
37489
DELMAR BANCORP
COM NEW
247035207
295
44827
SH
SOLE
0
0
44827
ALPHA PRO TECH LTD
COM
020772109
290
16397
SH
SOLE
0
0
16397
SANDY SPRING BANCORP INC
COM
800363103
552
22271
SH
SOLE
0
0
22271
BLACKSTONE GROUP INC
COM CL A
09260D107
525
9260
SH
SOLE
0
0
9260
VANGUARD TAX-MANAGED FDS
FTSE DEV MKT ETF
921943858
221
5699
SH
SOLE
0
0
5699
WESBANCO INC
COM
950810101
208
10253
SH
SOLE
0
0
10253
SPDR SER TR
PORTFOLIO INTRMD
78464A375
294
8044
SH
SOLE
0
0
8044
SPDR SER TR
PORTFOLIO SHORT
78464A474
966
30835
SH
SOLE
0
0
30835
TESLA INC
COM
88160R101
688
637
SH
SOLE
0
0
637
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
43579
842107
SH
SOLE
0
0
842107
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 CB
46138J502
1932
90809
SH
SOLE
0
0
90809
FACEBOOK INC
CL A
30303M102
2078
9152
SH
SOLE
0
0
9152
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
401
1582
SH
SOLE
0
0
1582
ABBVIE INC
COM
00287Y109
224
2286
SH
SOLE
0
0
2286
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
779
36455
SH
SOLE
0
0
36455
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 HY
46138J601
2455
105455
SH
SOLE
0
0
105455
ALPHABET INC
CAP STK CL C
02079K107
236
167
SH
SOLE
0
0
167
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
377
1747
SH
SOLE
0
0
1747
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
488
21903
SH
SOLE
0
0
21903
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 HY
46138J809
2138
94213
SH
SOLE
0
0
94213
CO-DIAGNOSTICS INC
COM
189763105
316
16339
SH
SOLE
0
0
16339
ISHARES TR
MULTIFACTOR INTL
46434V274
5531
241325
SH
SOLE
0
0
241325
PAYPAL HLDGS INC
COM
70450Y103
1652
9481
SH
SOLE
0
0
9481
ISHARES TR
MULTIFACTOR USA
46434V282
4487
144405
SH
SOLE
0
0
144405
ISHARES TR
MULTIFACTOR USA
46434V290
977
27362
SH
SOLE
0
0
27362
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
648
27158
SH
SOLE
0
0
27158
VANGUARD WORLD FD
ESG US STK ETF
921910733
292
5177
SH
SOLE
0
0
5177
MODERNA INC
COM
60770K107
629
9797
SH
SOLE
0
0
9797