13F Filings History of Strategic Wealth Management Group, LLC

Latest 13F report
Q2 2021 - 13 Aug 2021
Value $
$273,953,000
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 $273,953,000 as of Q2 2021. Top holdings included SCHD, IVV, IJH, IWF, and VDC.

Notify me when Strategic Wealth Management Group, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2021 122 $273,953,000 +$16,602,387 -$18,405,393 -$1,803,006 SCHD, IVV, IJH, IWF, VDC 13F-HR 13 Aug 2021, 14:29
Q1 2021 133 $261,593,000 +$17,023,456 -$3,760,784 +$13,262,672 SCHD, IJH, IVV, IWF, VDC 13F-HR 08 Apr 2021, 17:05
Q4 2020 127 $231,149,000 +$9,462,723 -$10,910,757 -$1,448,034 SCHD, IJH, IVV, IWF, AAPL 13F-HR 20 Jan 2021, 18:39
Q3 2020 119 $205,672,000 +$46,825,051 -$15,913,862 +$30,911,189 SCHD, IVV, IJH, IWF, AAPL 13F-HR 21 Oct 2020, 16:59
Q2 2020 98 $169,385,000 +$12,601,114 -$2,745,972 +$9,855,142 SCHD, IJH, IWF, VDC, IVV 13F-HR 17 Jul 2020, 21:35
Q1 2020 85 $134,330,000 +$15,712,923 -$5,771,846 +$9,941,077 SCHD, IJH, IWF, VDC, INTF 13F-HR 10 Apr 2020, 11:25
Q4 2019 93 $154,376,000 +$11,097,923 -$4,539,737 +$6,558,186 SCHD, IJH, VDC, IWF, INTF 13F-HR 21 Jan 2020, 14:47
Q3 2019 84 $139,038,000 +$8,860,143 -$3,094,917 +$5,765,226 SCHD, IJH, VDC, IWF, INTF 13F-HR 15 Oct 2019, 17:15
Q2 2019 83 $131,488,000 +$8,021,282 -$2,188,399 +$5,832,883 SCHD, IJH, VDC, IWF, INTF 13F-HR 17 Jul 2019, 14:13
Q1 2019 81 $122,089,000 +$8,863,037 -$3,613,153 +$5,249,884 SCHD, IJH, VDC, IWF, INTF 13F-HR 10 Apr 2019, 16:16
Q4 2018 78 $104,169,000 $0 $0 $0 SCHD, IJH, VDC, IWF, INTF 13F-HR 16 Jan 2019, 12:58