Swan Capital LLC has filed its 13F form on February 25, 2025 for Q4 2024 where it was disclosed a total value porftolio of $205 Billion distributed in 381 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Lg Trm Corp Bd ETF with a value of $18.3B, Vanguard Specialized Funds Van with a value of $15.9B, Vanguard Whitehall Fds Intl Hi with a value of $15.6B, Vanguard Dividend Appreciation with a value of $13.5B, and Vanguard Sht Trm Inflt Prot Fd with a value of $13.4B.
Examining the 13F form we can see an increase of $1.74B in the current position value, from $203B to 205B.
Swan Capital LLC is based out at Pensacola, FL
Below you can find more details about Swan Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$205 Billion
ETFs: $186 Billion
Financial Services: $7.38 Billion
Technology: $5.14 Billion
Utilities: $1.62 Billion
Consumer Cyclical: $1.09 Billion
Healthcare: $987 Million
Communication Services: $850 Million
Consumer Defensive: $528 Million
Other: $1.06 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
