STRATEGIC WEALTH MANAGEMENT INC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 97,582
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/24/2014 | 30 | 97,582 | 13F-HR | STRATEGIC WEALTH MANAGEMENT INC /ADV |
| Q1 2014 | 4/24/2014 | 31 | 107,200 | 13F-HR | STRATEGIC WEALTH MANAGEMENT INC /ADV |
| Q4 2013 | 1/27/2014 | 32 | 98,774 | 13F-HR | STRATEGIC WEALTH MANAGEMENT INC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.295 K | 4.4% | 0 | 93 | -93 |
| ETFs | 93.29 K | 95.6% | 0 | 9.525 K | -9.525 K |
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Fund Snapshot
Q2 2014
Latest filed
7/24/2014
Total value ($000)
97,582
Holdings
30
QoQ value change ($000)
-9,618
(-9.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.