| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,209 | -100.0% | -0.07% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -1,272 | -100.0% | -0.07% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -886 | -100.0% | -0.08% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -595 | -100.0% | -0.08% | – |
| EXC | Exit | EXELON CORP | $0 | – | -4,880 | -100.0% | -0.08% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -1,884 | -100.0% | -0.08% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,021 | -100.0% | -0.08% | – |
| QLD | Exit | PROSHARES TR | $0 | – | -3,204 | -100.0% | -0.08% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -6,897 | -100.0% | -0.08% | – |
| UAA | Exit | UNDER ARMOUR INCcl a | $0 | – | -10,946 | -100.0% | -0.08% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -6,407 | -100.0% | -0.09% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -2,837 | -100.0% | -0.09% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,168 | -100.0% | -0.09% | – |
| PFE | Exit | PFIZER INC | $0 | – | -6,314 | -100.0% | -0.09% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -101 | -100.0% | -0.09% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,580 | -100.0% | -0.09% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -4,681 | -100.0% | -0.09% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -4,333 | -100.0% | -0.10% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -4,173 | -100.0% | -0.10% | – |
| MET | Exit | METLIFE INC | $0 | – | -4,773 | -100.0% | -0.10% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -3,347 | -100.0% | -0.10% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,544 | -100.0% | -0.10% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,544 | -100.0% | -0.11% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -22,099 | -100.0% | -0.11% | – |
| VMC | Exit | VULCAN MATLS CO | $0 | – | -1,701 | -100.0% | -0.11% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -3,069 | -100.0% | -0.11% | – |
| BA | Exit | BOEING CO | $0 | – | -1,286 | -100.0% | -0.11% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,603 | -100.0% | -0.11% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -2,045 | -100.0% | -0.12% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -4,696 | -100.0% | -0.12% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -135 | -100.0% | -0.12% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -5,913 | -100.0% | -0.12% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -1,962 | -100.0% | -0.12% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -51,854 | -100.0% | -0.12% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,199 | -100.0% | -0.13% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -24,049 | -100.0% | -0.13% | – |
| PTRS | Exit | PARTNERS BANCORP | $0 | – | -44,827 | -100.0% | -0.13% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -3,985 | -100.0% | -0.13% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -1,906 | -100.0% | -0.13% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,520 | -100.0% | -0.14% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,276 | -100.0% | -0.15% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -2,882 | -100.0% | -0.15% | – |
| EZM | Exit | WISDOMTREE TRus midcap fund | $0 | – | -7,735 | -100.0% | -0.15% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -3,579 | -100.0% | -0.15% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,042 | -100.0% | -0.15% | – |
| INTF | Exit | ISHARES TRmsci intl multft | $0 | – | -14,047 | -100.0% | -0.15% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -3,456 | -100.0% | -0.16% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -6,578 | -100.0% | -0.16% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -1,693 | -100.0% | -0.16% | – |
| KO | Exit | COCA COLA CO | $0 | – | -8,167 | -100.0% | -0.16% | – |
| INTC | Exit | INTEL CORP | $0 | – | -7,941 | -100.0% | -0.16% | – |
| LPX | Exit | LOUISIANA PAC CORP | $0 | – | -7,586 | -100.0% | -0.17% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -3,566 | -100.0% | -0.18% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -9,620 | -100.0% | -0.19% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -9,844 | -100.0% | -0.19% | – |
| ICUI | Exit | ICU MED INC | $0 | – | -2,500 | -100.0% | -0.19% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -1,503 | -100.0% | -0.20% | – |
| WMT | Exit | WALMART INC | $0 | – | -3,837 | -100.0% | -0.20% | – |
| T | Exit | AT&T INC | $0 | – | -19,242 | -100.0% | -0.20% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -9,971 | -100.0% | -0.20% | – |
| CSX | Exit | CSX CORP | $0 | – | -17,649 | -100.0% | -0.21% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -6,255 | -100.0% | -0.22% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -7,488 | -100.0% | -0.22% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -28,727 | -100.0% | -0.23% | – |
| MMM | Exit | 3M CO | $0 | – | -3,137 | -100.0% | -0.23% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -4,285 | -100.0% | -0.23% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -5,997 | -100.0% | -0.23% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -2,700 | -100.0% | -0.24% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,423 | -100.0% | -0.26% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -13,808 | -100.0% | -0.26% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -9,734 | -100.0% | -0.27% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -4,435 | -100.0% | -0.27% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -5,799 | -100.0% | -0.27% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -2,040 | -100.0% | -0.27% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -9,745 | -100.0% | -0.28% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -29,512 | -100.0% | -0.29% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,182 | -100.0% | -0.29% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,993 | -100.0% | -0.30% | – |
| DOV | Exit | DOVER CORP | $0 | – | -5,599 | -100.0% | -0.31% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -11,404 | -100.0% | -0.33% | – |
| BX | Exit | BLACKSTONE GROUP INC | $0 | – | -9,468 | -100.0% | -0.34% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -3,308 | -100.0% | -0.35% | – |
| SMLF | Exit | ISHARES TRmsci usa sml cp | $0 | – | -17,842 | -100.0% | -0.36% | – |
| SASR | Exit | SANDY SPRING BANCORP INC | $0 | – | -22,714 | -100.0% | -0.37% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -9,123 | -100.0% | -0.37% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -49,490 | -100.0% | -0.38% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -16,694 | -100.0% | -0.38% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -26,587 | -100.0% | -0.40% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -8,221 | -100.0% | -0.40% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -7,598 | -100.0% | -0.43% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -5,194 | -100.0% | -0.46% | – |
| BSJN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -51,141 | -100.0% | -0.48% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -7,172 | -100.0% | -0.49% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -5,865 | -100.0% | -0.50% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -40,986 | -100.0% | -0.50% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -26,965 | -100.0% | -0.50% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -8,363 | -100.0% | -0.50% | – |
| BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -39,594 | -100.0% | -0.50% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -7,199 | -100.0% | -0.71% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -4,737 | -100.0% | -0.74% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -6,395 | -100.0% | -0.74% | – |
| BSJM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -93,857 | -100.0% | -0.80% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -75,189 | -100.0% | -0.86% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -46,831 | -100.0% | -0.88% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -45,718 | -100.0% | -0.91% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -8,640 | -100.0% | -0.92% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -24,770 | -100.0% | -1.02% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -14,152 | -100.0% | -1.02% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -8,482 | -100.0% | -1.08% | – |
| BSJL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -138,577 | -100.0% | -1.16% | – |
| CPK | Exit | CHESAPEAKE UTILS CORP | $0 | – | -29,061 | -100.0% | -1.28% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -65,002 | -100.0% | -1.56% | – |
| LRGF | Exit | ISHARES TRmsci usa multift | $0 | – | -130,622 | -100.0% | -2.04% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -1,654 | -100.0% | -2.08% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -27,258 | -100.0% | -2.22% | – |
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -195,677 | -100.0% | -2.75% | – |
| AAPL | Exit | APPLE INC | $0 | – | -74,202 | -100.0% | -3.71% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -59,983 | -100.0% | -4.00% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -49,986 | -100.0% | -4.95% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -101,797 | -100.0% | -9.99% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -76,771 | -100.0% | -12.05% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -801,436 | -100.0% | -22.12% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 11 | Q2 2021 | 26.9% |
| ISHARES TR | 11 | Q2 2021 | 15.1% |
| VANGUARD WORLD FDS | 11 | Q2 2021 | 8.7% |
| ISHARES TR | 11 | Q2 2021 | 6.8% |
| APPLE INC | 11 | Q2 2021 | 5.0% |
| ISHARES TR | 11 | Q2 2021 | 3.9% |
| AMAZON COM INC | 11 | Q2 2021 | 2.9% |
| CHESAPEAKE UTILS CORP | 11 | Q2 2021 | 2.8% |
| FACEBOOK INC | 11 | Q2 2021 | 1.6% |
| VANGUARD INDEX FDS | 11 | Q2 2021 | 2.4% |
View Strategic Wealth Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-04-08 |
| 13F-HR | 2021-01-21 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-07-20 |
| 13F-HR | 2020-04-10 |
| 13F-HR | 2020-01-21 |
| 13F-HR | 2019-10-15 |
| 13F-HR | 2019-07-17 |
| 13F-HR | 2019-04-10 |
View Strategic Wealth Management Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.