Strategic Wealth Management Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2021 - Aug 13, 2021
Value $
$274M
Signature - Title
Michael Del Priore - Chief Compliance Officer
Location
8170 Maple Lawn Blvd., Suite 100, Fulton, MD
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2021 122 $274M +$16.6M -$18.4M -$1.8M SCHD, IVV, IJH, IWF, VDC 13F-HR 8/13/2021, 02:29 PM
Q1 2021 133 $262M +$17M -$3.72M +$13.3M SCHD, IJH, IVV, IWF, VDC 13F-HR 4/8/2021, 05:05 PM
Q4 2020 126 $231M +$9.42M -$5.01M +$4.41M SCHD, IJH, IVV, IWF, AAPL 13F-HR 1/20/2021, 05:39 PM
Q3 2020 119 $206M +$46.8M -$7.58M +$39.2M SCHD, IVV, IJH, IWF, AAPL 13F-HR 10/21/2020, 04:59 PM
Q2 2020 98 $169M +$12.6M -$2.11M +$10.5M SCHD, IJH, IWF, VDC, IVV 13F-HR 7/17/2020, 09:35 PM
Q1 2020 85 $134M +$15.7M -$1.03M +$14.7M SCHD, IJH, IWF, VDC, INTF 13F-HR 4/10/2020, 11:25 AM
Q4 2019 93 $154M +$11.1M -$1.42M +$9.67M SCHD, IJH, VDC, IWF, INTF 13F-HR 1/21/2020, 01:47 PM
Q3 2019 84 $139M +$8.86M -$1.47M +$7.39M SCHD, IJH, VDC, IWF, INTF 13F-HR 10/15/2019, 05:15 PM
Q2 2019 83 $131M +$8.02M -$1.73M +$6.29M SCHD, IJH, VDC, IWF, INTF 13F-HR 7/17/2019, 02:13 PM
Q1 2019 81 $122M +$8.86M -$2.1M +$6.76M SCHD, IJH, VDC, IWF, INTF 13F-HR 4/10/2019, 04:16 PM
Q4 2018 78 $104M SCHD, IJH, VDC, IWF, INTF 13F-HR 1/16/2019, 11:58 AM