STRATEGIC WEALTH MANAGEMENT GROUP, LLC

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Strategic Wealth Management Group is based out of Fulton. Strategic Wealth Management Group is a large advisory firm with 1081 clients and discretionary assets under management (AUM) of $914,560,635 (Form ADV from 2019-03-08). Their last reported 13F filing for Q2 2019 included $131,488,000 in managed 13F securities and a top 10 holdings concentration of 67.6%. Strategic Wealth Management Group's largest holding is Schwab US Dividend Equity ETF with shares held of 524,482. Whalewisdom has at least 3 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $131.488 Million
  • Prior Market Value $122.089 Million
  • New Purchases4 stocks
  • Additional Purchases32 stocks
  • Sold out of2 stocks
  • Reduced holdings in34 stocks
  • Top 10 Holdings % 67.60 %
  • Turnover % [1]:7.23%
  • Turnover Alt % [2]: 6.10 %
  • Time Held Top20:1.70 quarters
  • Time Held Top10:1.90 quarters
  • Time Held All:1.82 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.68%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

STRATWEALTH
8170 MAPLE LAWN BLVD. SUITE 100
FULTON MD    20759
Country: United States

Business Phone: 410-988-9494
Fax: 443-535-0313
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 25
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities: 38,012,700
Total Number of Clients: 1081
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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STRATEGIC WEALTH MANAGEMENT GROUP, LLC

ownership team - last updated 2019-03-08
Name Title Start Date Direct/Indirect % Ownership
GRIESSER, JAMES, MARK MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) 02/01/2001 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EICHELBERGER GRIESSER EDDY & ALMS INC VICE PRESIDENT direct 1992-01-01
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) direct 2001-02-01
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2001-02-01 2016-08-09
EICHELBERGER, JAMES, KURZ MEMBER 01/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EICHELBERGER GRIESSER EDDY & ALMS INC PRESIDENT direct 1992-01-01
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2005-01-01
DESJARDINS, GARY, PAUL MEMBER 01/01/2007 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2007-01-01
LACROIX, JENNINE, RAMSEY MEMBER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2008-06-01
GARRISON, JOSEPH, PATRICK MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
MAGAHA, KIMBERLY, SARAH MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
ACHTERHOF, PATRICIA, BROWN MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
CAMPBELL, AMANDA, NICOLE MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
DECARLO, JAMES, EDWIN MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01

STRATEGIC WEALTH MANAGEMENT GROUP, LLC

ownership team - last updated 2018-12-27
Name Title Start Date Direct/Indirect % Ownership
GRIESSER, JAMES, MARK MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) 02/01/2001 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EICHELBERGER GRIESSER EDDY & ALMS INC VICE PRESIDENT direct 1992-01-01
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) direct 2001-02-01
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2001-02-01 2016-08-09
EICHELBERGER, JAMES, KURZ MEMBER 01/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EICHELBERGER GRIESSER EDDY & ALMS INC PRESIDENT direct 1992-01-01
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2005-01-01
DESJARDINS, GARY, PAUL MEMBER 01/01/2007 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2007-01-01
LACROIX, JENNINE, RAMSEY MEMBER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2008-06-01
GARRISON, JOSEPH, PATRICK MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
MAGAHA, KIMBERLY, SARAH MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
ACHTERHOF, PATRICIA, BROWN MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
CAMPBELL, AMANDA, NICOLE MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
DECARLO, JAMES, EDWIN MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01

STRATEGIC WEALTH MANAGEMENT GROUP, LLC

ownership team - last updated 2018-05-23
Name Title Start Date Direct/Indirect % Ownership
GRIESSER, JAMES, MARK MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) 02/01/2001 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EICHELBERGER GRIESSER EDDY & ALMS INC VICE PRESIDENT direct 1992-01-01
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) direct 2001-02-01
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2001-02-01 2016-08-09
EICHELBERGER, JAMES, KURZ MEMBER 01/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EICHELBERGER GRIESSER EDDY & ALMS INC PRESIDENT direct 1992-01-01
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2005-01-01
DESJARDINS, GARY, PAUL MEMBER 01/01/2007 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2007-01-01
LACROIX, JENNINE, RAMSEY MEMBER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2008-06-01
GARRISON, JOSEPH, PATRICK MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
MAGAHA, KIMBERLY, SARAH MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
ACHTERHOF, PATRICIA, BROWN MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
CAMPBELL, AMANDA, NICOLE MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01
DECARLO, JAMES, EDWIN MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH MANAGEMENT GROUP, LLC MEMBER direct 2018-01-01

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