Strategic Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q2 2021 - Aug 13, 2021
Value $
$274M
Signature - Title
Michael Del Priore - Chief Compliance Officer
Location
Fulton, MD
Summary
This page shows a list of all the recent 13F filings made by Strategic Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Wealth Management Group, LLC reported 122 stock holdings with total value $274M as of Q2 2021. Top holdings included SCHD, IVV, IJH, IWF, and VDC.
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 -$3.76M +$13.3M SCHD, IJH, IVV, IWF, VDC 13F-HR 4/8/2021, 05:05 PM
Q4 2020 127 $231M +$9.46M -$10.9M -$1.45M SCHD, IJH, IVV, IWF, AAPL 13F-HR 1/20/2021, 06:39 PM
Q3 2020 119 $206M +$46.8M -$15.9M +$30.9M SCHD, IVV, IJH, IWF, AAPL 13F-HR 10/21/2020, 04:59 PM
Q2 2020 98 $169M +$12.6M -$2.75M +$9.86M SCHD, IJH, IWF, VDC, IVV 13F-HR 7/17/2020, 09:35 PM
Q1 2020 85 $134M +$15.7M -$5.77M +$9.94M SCHD, IJH, IWF, VDC, INTF 13F-HR 4/10/2020, 11:25 AM
Q4 2019 93 $154M +$11.1M -$4.54M +$6.56M SCHD, IJH, VDC, IWF, INTF 13F-HR 1/21/2020, 02:47 PM
Q3 2019 84 $139M +$8.86M -$3.09M +$5.77M SCHD, IJH, VDC, IWF, INTF 13F-HR 10/15/2019, 05:15 PM
Q2 2019 83 $131M +$8.02M -$2.19M +$5.83M SCHD, IJH, VDC, IWF, INTF 13F-HR 7/17/2019, 02:13 PM
Q1 2019 81 $122M +$8.86M -$3.61M +$5.25M SCHD, IJH, VDC, IWF, INTF 13F-HR 4/10/2019, 04:16 PM
Q4 2018 78 $104M $0 $0 SCHD, IJH, VDC, IWF, INTF 13F-HR 1/16/2019, 12:58 PM