0001802365-20-000003.txt : 20200420 0001802365-20-000003.hdr.sgml : 20200420 20200420163216 ACCESSION NUMBER: 0001802365-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200420 DATE AS OF CHANGE: 20200420 EFFECTIVENESS DATE: 20200420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategic Wealth Designers CENTRAL INDEX KEY: 0001802365 IRS NUMBER: 331027701 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19838 FILM NUMBER: 20802874 BUSINESS ADDRESS: STREET 1: 500 N. HURSTBOURNE PKWY STREET 2: SUITE 120 CITY: LOUISVILLE STATE: KY ZIP: 40222 BUSINESS PHONE: 5024123354 MAIL ADDRESS: STREET 1: 500 N. HURSTBOURNE PKWY STREET 2: SUITE 120 CITY: LOUISVILLE STATE: KY ZIP: 40222 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001802365 XXXXXXXX 03-31-2020 03-31-2020 false Strategic Wealth Designers
500 N. Hurstbourne Pkwy Suite 120 Louisville KY 40222
13F HOLDINGS REPORT 028-19838 N
Jason Christopher Vander Pol Chief Compliance Officer 502-412-3354 /s/ Jason Christopher Vander Pol Louisville KY 04-20-2020 0 43 61378
INFORMATION TABLE 2 infotable.xml 3-D SYS CORP DEL COM NEW 88554D205 81 10447 SH SOLE 454 0 9993 ABBVIE INC COM 00287Y109 249 3274 SH SOLE 0 0 3274 ALPHABET INC CAP STK CL A 02079K305 937 806 SH SOLE 48 0 758 AMAZON COM INC COM 023135106 3956 2029 SH SOLE 138 0 1891 AMERICAN EXPRESS CO COM 025816109 489 5715 SH SOLE 217 0 5498 APPLE INC COM 037833100 3734 14683 SH SOLE 933 0 13750 ARBOR RLTY TR INC COM 038923108 777 158575 SH SOLE 9853 0 148722 AT&T INC COM 00206R102 2542 87221 SH SOLE 5093 0 82128 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 501 2740 SH SOLE 161 0 2579 BP PLC SPONSORED ADR 055622104 773 31704 SH SOLE 2065 0 29639 BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 1 240 SH SOLE 0 0 240 COCA COLA CO COM 191216100 1584 35791 SH SOLE 1963 0 33829 COSTCO WHSL CORP NEW COM 22160K105 736 2580 SH SOLE 83 0 2497 DUKE ENERGY CORP NEW COM NEW 26441C204 287 3547 SH SOLE 0 0 3547 FACEBOOK INC CL A 30303M102 1064 6377 SH SOLE 284 0 6093 GENERAL ELECTRIC CO COM 369604103 172 21640 SH SOLE 3091 0 18549 HUMANA INC COM 444859102 335 1066 SH SOLE 0 0 1066 INTERNATIONAL BUSINESS MACHS COM 459200101 1313 11834 SH SOLE 356 0 11478 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 1892 168141 SH SOLE 41920 0 126221 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 2374 140546 SH SOLE 10955 0 129591 ISHARES TR PFD AND INCM SEC 464288687 4148 130271 SH SOLE 9474 0 120797 ISHARES TR EXPONENTIAL TECH 46434V381 937 26299 SH SOLE 1632 0 24667 JPMORGAN CHASE & CO COM 46625H100 872 9685 SH SOLE 346 0 9339 KRAFT HEINZ CO COM 500754106 568 22970 SH SOLE 888 0 22082 MICROSOFT CORP COM 594918104 1101 6983 SH SOLE 202 0 6781 NETFLIX INC COM 64110L106 477 1269 SH SOLE 67 0 1202 PROCTER & GAMBLE CO COM 742718109 1192 10837 SH SOLE 395 0 10442 PROSHARES TR SHORT S&P 500 NE 74347B425 8755 316505 SH SOLE 40553 0 275952 PROSHARES TR S&P 500 DV ARIST 74348A467 3334 57813 SH SOLE 13912 0 43901 REALTY INCOME CORP COM 756109104 295 5922 SH SOLE 0 0 5922 SALESFORCE COM INC COM 79466L302 955 6631 SH SOLE 338 0 6293 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 2241 10224 SH SOLE 2303 0 7921 SPDR GOLD TRUST GOLD SHS 78463V107 2781 18785 SH SOLE 4221 0 14564 SPDR SER TR BLOOMBERG BRCLYS 78468R622 362 3824 SH SOLE 170 0 3654 SPDR SER TR WELLS FG PFD ETF 78464A292 625 15959 SH SOLE 2014 0 13945 SPDR SER TR PORTFOLIO LN TSR 78464A664 3367 71276 SH SOLE 17869 0 53406 TYSON FOODS INC CL A 902494103 546 9429 SH SOLE 373 0 9056 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 300 3513 SH SOLE 542 0 2971 VANGUARD BD INDEX FDS INTERMED TERM 921937819 224 2502 SH SOLE 500 0 2002 VANGUARD INDEX FDS TOTAL STK MKT 922908769 222 1724 SH SOLE 345 0 1379 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1954 27970 SH SOLE 1615 0 26355 VERIZON COMMUNICATIONS INC COM 92343V104 1642 30568 SH SOLE 1873 0 28696 VISA INC COM CL A 92826C839 683 4238 SH SOLE 148 0 4090