Swmg, LLC Portfolio Holdings by Sector
Swmg, LLC
- $224 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV EFA IVW QUAL DYNF SPSB EFG IXUS 86 stocks |
$214,737
96.03% of portfolio
|
  42  
|
  42  
|
  8  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,479
2.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$1,914
0.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$452
0.2% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$306
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$278
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
CION 1 stocks |
$234
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$213
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|