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