0001750403-19-000001.txt : 20190116
0001750403-19-000001.hdr.sgml : 20190116
20190116125806
ACCESSION NUMBER: 0001750403-19-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190116
DATE AS OF CHANGE: 20190116
EFFECTIVENESS DATE: 20190116
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: 19528779
BUSINESS ADDRESS:
STREET 1: 7300 GRACE DRIVE
CITY: COLUMBIA
STATE: MD
ZIP: 21044
BUSINESS PHONE: 4109889494
MAIL ADDRESS:
STREET 1: 7300 GRACE DRIVE
CITY: COLUMBIA
STATE: MD
ZIP: 21044
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001750403
XXXXXXXX
12-31-2018
12-31-2018
Strategic Wealth Management Group, LLC
7300 GRACE DRIVE
COLUMBIA
MD
21044
13F HOLDINGS REPORT
028-18962
N
Jim Griesser
Chief Compliance Officer
410.988.9494
Jim Griesser
Fulton
MD
01-16-2019
0
78
104169
false
INFORMATION TABLE
2
stratwealth4q18.xml
BECTON DICKINSON & CO
COM
075887109
292
1298
SH
SOLE
0
0
1298
PFIZER INC
COM
717081103
253
5804
SH
SOLE
0
0
5804
ACTIVISION BLIZZARD INC
COM
00507V109
407
8730
SH
SOLE
0
0
8730
STRYKER CORP
COM
863667101
222
1416
SH
SOLE
0
0
1416
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1137
4549
SH
SOLE
0
0
4549
SANDY SPRING BANCORP INC
COM
800363103
419
13364
SH
SOLE
0
0
13364
PEPSICO INC
COM
713448108
426
3854
SH
SOLE
0
0
3854
COSTCO WHSL CORP NEW
COM
22160K105
210
1031
SH
SOLE
0
0
1031
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
291
2466
SH
SOLE
0
0
2466
AMAZON COM INC
COM
023135106
1744
1161
SH
SOLE
0
0
1161
SPROTT PHYSICAL GOLD TRUST
UNIT
85207H104
894
86666
SH
SOLE
0
0
86666
AT&T INC
COM
00206R102
392
13743
SH
SOLE
0
0
13743
APPLE INC
COM
037833100
2789
17678
SH
SOLE
0
0
17678
PRICE T ROWE GROUP INC
COM
74144T108
1034
11199
SH
SOLE
0
0
11199
PROCTER AND GAMBLE CO
COM
742718109
813
8844
SH
SOLE
0
0
8844
BOEING CO
COM
097023105
532
1650
SH
SOLE
0
0
1650
PHILIP MORRIS INTL INC
COM
718172109
228
3420
SH
SOLE
0
0
3420
DOVER CORP
COM
260003108
491
6919
SH
SOLE
0
0
6919
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
9039
68909
SH
SOLE
0
0
68909
WALMART INC
COM
931142103
368
3955
SH
SOLE
0
0
3955
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 CB
46138J502
872
41370
SH
SOLE
0
0
41370
INTEL CORP
COM
458140100
241
5142
SH
SOLE
0
0
5142
INVESCO EXCH TRD SLF IDX FD
BULSHS 2019 CB
46138J304
1099
52186
SH
SOLE
0
0
52186
ISHARES TR
MULTIFACTOR USA
46434V282
3414
122547
SH
SOLE
0
0
122547
UNITED TECHNOLOGIES CORP
COM
913017109
671
6298
SH
SOLE
0
0
6298
FEDERAL REALTY INVT TR
SH BEN INT NEW
313747206
470
3983
SH
SOLE
0
0
3983
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
228
6897
SH
SOLE
0
0
6897
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
303
10159
SH
SOLE
0
0
10159
EXXON MOBIL CORP
COM
30231G102
1157
16973
SH
SOLE
0
0
16973
CISCO SYS INC
COM
17275R102
298
6870
SH
SOLE
0
0
6870
JPMORGAN CHASE & CO
COM
46625H100
203
2075
SH
SOLE
0
0
2075
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
339
2475
SH
SOLE
0
0
2475
BB&T CORP
COM
054937107
272
6282
SH
SOLE
0
0
6282
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
414
2026
SH
SOLE
0
0
2026
CHEVRON CORP NEW
COM
166764100
531
4882
SH
SOLE
0
0
4882
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
201
3458
SH
SOLE
0
0
3458
MONDELEZ INTL INC
CL A
609207105
244
6096
SH
SOLE
0
0
6096
LOUISIANA PAC CORP
COM
546347105
304
13696
SH
SOLE
0
0
13696
VULCAN MATLS CO
COM
929160109
298
3018
SH
SOLE
0
0
3018
ISHARES TR
RUS 1000 VAL ETF
464287598
1251
11266
SH
SOLE
0
0
11266
FACEBOOK INC
CL A
30303M102
1511
11524
SH
SOLE
0
0
11524
HOWARD BANCORP INC
COM
442496105
158
11052
SH
SOLE
0
0
11052
EXELON CORP
COM
30161N101
342
7579
SH
SOLE
0
0
7579
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
206
8633
SH
SOLE
0
0
8633
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
21975
467850
SH
SOLE
0
0
467850
DOWDUPONT INC
COM
26078J100
236
4410
SH
SOLE
0
0
4410
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
431
1423
SH
SOLE
0
0
1423
PNC FINL SVCS GROUP INC
COM
693475105
433
3701
SH
SOLE
0
0
3701
SALESFORCE COM INC
COM
79466L302
754
5504
SH
SOLE
0
0
5504
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1162
9106
SH
SOLE
0
0
9106
HOME DEPOT INC
COM
437076102
1175
6841
SH
SOLE
0
0
6841
FORD MTR CO DEL
COM PAR $0.01
345370860
111
14574
SH
SOLE
0
0
14574
WASTE MGMT INC DEL
COM
94106L109
309
3472
SH
SOLE
0
0
3472
TESLA INC
COM
88160R101
224
672
SH
SOLE
0
0
672
VERIZON COMMUNICATIONS INC
COM
92343V104
327
5814
SH
SOLE
0
0
5814
AMGEN INC
COM
031162100
386
1982
SH
SOLE
0
0
1982
CSX CORP
COM
126408103
206
3313
SH
SOLE
0
0
3313
INTERNATIONAL BUSINESS MACHS
COM
459200101
607
5338
SH
SOLE
0
0
5338
3M CO
COM
88579Y101
581
3047
SH
SOLE
0
0
3047
NORTHROP GRUMMAN CORP
COM
666807102
557
2273
SH
SOLE
0
0
2273
ISHARES TR
CORE S&P MCP ETF
464287507
15622
94076
SH
SOLE
0
0
94076
BRISTOL MYERS SQUIBB CO
COM
110122108
212
4076
SH
SOLE
0
0
4076
INVESCO EXCH TRD SLF IDX FD
BULSHS 2019 HY
46138J403
1202
50854
SH
SOLE
0
0
50854
STARBUCKS CORP
COM
855244109
963
14951
SH
SOLE
0
0
14951
ISHARES TR
RUS 1000 GRW ETF
464287614
6976
53289
SH
SOLE
0
0
53289
MICROSOFT CORP
COM
594918104
736
7246
SH
SOLE
0
0
7246
ICU MED INC
COM
44930G107
574
2500
SH
SOLE
0
0
2500
MCDONALDS CORP
COM
580135101
1033
5819
SH
SOLE
0
0
5819
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
918
30474
SH
SOLE
0
0
30474
ISHARES TR
MULTIFACTOR INTL
46434V274
4000
168696
SH
SOLE
0
0
168696
SIRIUS XM HLDGS INC
COM
82968B103
296
51840
SH
SOLE
0
0
51840
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
306
8019
SH
SOLE
0
0
8019
ISHARES TR
MULTIFACTOR USA
46434V290
1414
39484
SH
SOLE
0
0
39484
BANK AMER CORP
COM
060505104
615
24977
SH
SOLE
0
0
24977
PAYPAL HLDGS INC
COM
70450Y103
821
9766
SH
SOLE
0
0
9766
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 HY
46138J601
662
28266
SH
SOLE
0
0
28266
CHESAPEAKE UTILS CORP
COM
165303108
334
4104
SH
SOLE
0
0
4104
JOHNSON & JOHNSON
COM
478160104
1003
7772
SH
SOLE
0
0
7772