Swmg, LLC Purchases in Q3 2024

Swmg, LLC

  • $238 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VFH
Vanguard Financial ETF

ETFs
1.77K
New
$99.27 - $111.21 $176K - $197K
1.77K $194K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.43K
New
$115.73 - $128.74 $165K - $184K
1.43K $183K
XLK
Technology Sector Spdr

ETFs
639
+ 11.77%
$197.34 - $237.68 $126K - $152K
6.07K $1.37M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.3K
+ 36.85%
$36.06 - $37.66 $119K - $124K
12.3K $461K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
519
+ 2.17%
$41.9 - $48.26 $21.7K - $25K
24.4K $1.17M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
746
+ 15.35%
$100.75 - $111.62 $75.2K - $83.3K
5.61K $612K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.33K
+ 5.71%
$43.99 - $46.63 $58.7K - $62.2K
24.7K $1.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.12K
+ 12.06%
$57.32 - $62.65 $64.3K - $70.2K
10.4K $649K
XLF
Financial Sector Spdr

ETFs
939
+ 6.55%
$40.84 - $45.74 $38.3K - $42.9K
15.3K $691K
BND
Vanguard Bd Index Fd Inc Total

ETFs
658
+ 11.94%
$71.45 - $75.64 $47K - $49.8K
6.17K $463K
IBM
International Business Machines Corp

Technology
11
+ 0.89%
$175.1 - $223.38 $1.93K - $2.46K
1.25K $275K
XLY
Select Sector Spdr Consumer Di

ETFs
126
+ 6.24%
$170.05 - $200.86 $21.4K - $25.3K
2.15K $429K
IYW
Ishares Dj Us Tech ETF

ETFs
140
+ 0.49%
$133.16 - $158.73 $18.6K - $22.2K
29K $4.39M
XLI
Industrial Sector Spdr

ETFs
111
+ 4.36%
$120.56 - $135.44 $13.4K - $15K
2.66K $359K
ORCL
Oracle Corp

Technology
8
+ 0.51%
$125.9 - $170.35 $1.01K - $1.36K
1.59K $270K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
136
+ 3.59%
$77.23 - $87.97 $10.5K - $12K
3.92K $340K
SPYG
Spdr Portfolio

ETFs
298
+ 5.89%
$73.38 - $84.1 $21.9K - $25.1K
5.35K $444K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
218
+ 3.04%
$41.02 - $46.01 $8.94K - $10K
7.39K $336K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
550
+ 5.12%
$50.15 - $51.27 $27.6K - $28.2K
11.3K $578K
XLV
Select Sector Spdr Fund Health

ETFs
9
+ 0.29%
$143.3 - $157.24 $1.29K - $1.42K
3.16K $486K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
98
+ 5.85%
$113.45 - $126.18 $11.1K - $12.4K
1.77K $223K
VOX
Vanguard Communication Service

ETFs
41
+ 1.82%
$129.82 - $145.39 $5.32K - $5.96K
2.3K $334K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
167
+ 3.47%
$85.84 - $85.84 $14.3K - $14.3K
4.98K $427K
Blackrock ETF Trust Ii
3.19K
+ 47.99%
N/A
9.85K $0
ILCG
Ishares Morningstar Growth ETF
17.4K
New
N/A
17.4K $0
Activity Summary
Buys All Purchases 76 New Holdings 34 Increased Positions 42 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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