Swp Financial LLC Purchases and Sells in Q4 2024

Swp Financial LLC

$166 Billion
Q4 2024

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	8.07K + 26.69%	$570.51 - $610.59 $4.61M - $4.93M	38.3K $22.6B
IUSB	121K + 63.16%	$45.07 - $47.1 $5.46M - $5.7M	313K $14.1B
VUG	5K + 16.83%	$378.79 - $428.11 $1.9M - $2.14M	34.7K $14.3B
VWO	25.2K + 546.62%	$44.04 - $49.49 $1.11M - $1.25M	29.9K $1.32B
BRK-B	86 + 7.0%	$442.29 - $483.08 $38K - $41.5K	1.31K $596M
NVDA	21 + 1.02%	$117.0 - $148.88 $2.46K - $3.13K	2.09K $280M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	125K New	$49.03 - $53.35 $6.15M - $6.69M	125K $6.43B
VMBS	136K New	$45.17 - $47.23 $6.16M - $6.44M	136K $6.18B
BLACKROCK ETF TRUST II	124K New	N/A	124K $6.13B
BLACKROCK ETF TRUST II	68.5K New	N/A	68.5K $3.56B
EFG	33.6K New	$96.83 - $106.88 $3.25M - $3.59M	33.6K $3.25B
EFV	59.9K New	$51.78 - $57.15 $3.1M - $3.43M	59.9K $3.14B

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGSB	-205K - 93.1%	$51.54 - $52.55 $10.6M - $10.8M	15.2K $786M
IEFA	-109K - 76.85%	$70.06 - $77.43 $7.65M - $8.46M	32.9K $2.31B
IJH	-110K - 70.94%	$61.68 - $67.87 $6.77M - $7.45M	45K $2.8B
IJR	-38.6K - 68.03%	$113.92 - $127.38 $4.4M - $4.92M	18.2K $2.09B
SPHY	-172K - 77.57%	$23.29 - $23.93 $4.01M - $4.12M	49.8K $1.17B
VTV	-18.7K - 21.72%	$168.32 - $181.87 $3.14M - $3.39M	67.2K $11.4B

Activity Summary All Purchases 26 New Holdings 18 Increased Positions 8 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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