$107 Million is the total value of STRATEGIC WEALTH MANAGEMENT INC's 41 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLY | New | Consumer Discretionary SPDRetf | $7,024,000 | – | 108,535 | +100.0% | 6.55% | – |
| UNG | New | United States Natural Gasetf | $6,994,000 | – | 286,400 | +100.0% | 6.52% | – |
| IJH | New | iShares S&P MidCap Indexetf | $4,121,000 | – | 29,975 | +100.0% | 3.84% | – |
| EWA | New | iShares MSCI Australia Indexetf | $4,068,000 | – | 157,247 | +100.0% | 3.80% | – |
| PGX | New | PowerShares Preferredetf | $4,027,000 | – | 282,372 | +100.0% | 3.76% | – |
| VGK | New | Vanguard FTSE Europe ETFetf | $4,014,000 | – | 68,102 | +100.0% | 3.74% | – |
| IYT | New | iShares Transportation Averageetf | $1,896,000 | – | 14,000 | +100.0% | 1.77% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 33 | Q4 2021 | 17.5% |
| First Trust Internet Index ETF | 21 | Q4 2021 | 12.6% |
| Financial Select Sector SPDR | 21 | Q1 2019 | 6.1% |
| ISHARES TR | 20 | Q4 2021 | 14.5% |
| SELECT SECTOR SPDR TR | 20 | Q4 2021 | 7.4% |
| Harbor Capital Appreciation | 18 | Q1 2020 | 18.8% |
| Akre Focus Instl | 17 | Q1 2020 | 25.8% |
| SELECT SECTOR SPDR TR | 17 | Q4 2021 | 24.7% |
| PowerShares QQQ | 17 | Q1 2020 | 13.1% |
| Dodge & Cox Stock | 16 | Q4 2019 | 8.5% |
View STRATEGIC WEALTH MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-11-17 |
| 13F-HR | 2021-08-05 |
| 13F-HR | 2021-05-03 |
| 13F-HR | 2021-02-18 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-26 |
| 13F-HR | 2020-04-23 |
| 13F-HR | 2020-01-22 |
| 13F-HR | 2019-10-17 |
View STRATEGIC WEALTH MANAGEMENT INC'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.