IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Strategic Wealth Management Inc

Q4 2014 Holdings

Filed 2015-01-26 | 57 holdings | $102.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
iShares Nasdaq Biotechnology(IBB)ETF464287556$10.0K32,9779.7%
Health Care Select Sector Spdr(XLV)ETF81369Y209$8.2K119,2227.9%
Consumer Staples Select Sector(XLP)ETF81369Y308$8.0K164,3697.8%
iShares Russell Midcap Value I(IWS)ETF464287473$7.7K104,7047.5%
iShares S&P MidCap Index(IJH)ETF464287507$7.7K53,2697.5%
Schwab US Fundamental Large Co(FNDX)ETF808524771$7.5K249,8057.3%
ProShares Ultra Technology(ROM)ETF74347R693$4.6K30,4474.5%
Technology Select Sector Spdr(XLK)ETF81369Y803$4.2K102,0304.1%
Vanguard Ftse Europe ETF(VGK)ETF922042874$3.9K74,9703.8%
Consumer Discretionary Spdr(XLY)ETF81369Y407$3.5K48,8353.4%
Utilities Spyder(XLU)ETF81369Y886$3.5K74,4503.4%
PowerShares DB US Dollar IndexETF73936D107$3.4K141,1443.3%
Vanguard Mid Cap Growth ETF(VOT)ETF922908538$2.2K21,7832.2%
iShares Dow Jones US Oil & Gas(IEO)ETF464288851$1.8K24,5001.7%
iShares Dow Jones US Energy(IYE)ETF464287796$1.7K38,5001.7%
iShares Goldman Sachs Natural(IGE)ETF464287374$1.7K44,5501.7%
iShares US Oil Equipment & Ser(IEZ)ETF464288844$1.7K34,0001.7%
NXP Semiconductors NV(NXPI)COMN6596X109$1.3K16,6721.2%
Avago Technologies LtdCOMY0486S104$1.1K10,5401.0%
iShares Russell 2000 Growth In(IWO)ETF464287648$1.1K7,4001.0%
Micron Technology(MU)COM595112103$1.1K30,0441.0%
SanDiskCOM80004C101$1.0K10,3151.0%
Illumina Inc.(ILMN)COM452327109$9465,1230.9%
Garmin(GRMN)COMH2906T109$87216,5070.8%
Keurig Green Mountain IncCOM49271M100$8116,1290.8%
iShares Goldman Sachs Software(IGV)ETF464287515$7848,4430.8%
iShares Dow Jones US Financial(IYG)ETF464287770$7818,5060.8%
Vanguard Information Technolog(VGT)ETF92204A702$7757,4160.8%
PowerShares QQQETF73935A104$7737,4880.8%
Financial Select Sector Spdr(XLF)ETF81369Y605$77131,1780.8%
iShares Dow Jones US Financial(IYF)ETF464287788$7708,5320.7%
Qualcomm(QCOM)COM747525103$7199,6710.7%
iShares Dow Jones US Technolog(IYW)ETF464287721$7156,8530.7%
Kinder Morgan(KMI)COM49456B101$68716,2370.7%
iShares Msci South Korea Index(EWY)ETF464286772$67812,2550.7%
Altria Group(MO)COM02209S103$64012,9940.6%
KLA Tencor(KLAC)COM482480100$6308,9630.6%
Lorillard, Inc.COM544147101$63010,0040.6%
Maxim Integrated Products(MXIM)COM57772K101$62319,5580.6%
Coca-Cola(KO)COM191216100$62214,7260.6%
Potash Corp of SaskatchewanADR73755L107$61417,3910.6%
Williams Companies(WMB)COM969457100$58413,0000.6%
Philip Morris International, I(PM)COM718172109$5636,9090.5%
iShares Russell 2000 Index(IWM)ETF464287655$5334,4560.5%
Apple(AAPL)COM037833100$2622,3750.3%
Gastar ExplorationCOM367299203$6727,8180.1%
Imperial Petrolium RecoveryCOM453079105$022,0000.0%