Swp Financial LLC Reduced Holdings in Q4 2024

Swp Financial LLC

  • $166 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-205K
- 93.1%
$51.54 - $52.55 $10.6M - $10.8M
15.2K $786M
IEFA
Ishares Tr

ETFs
-109K
- 76.85%
$70.06 - $77.43 $7.65M - $8.46M
32.9K $2.31B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-110K
- 70.94%
$61.68 - $67.87 $6.77M - $7.45M
45K $2.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38.6K
- 68.03%
$113.92 - $127.38 $4.4M - $4.92M
18.2K $2.09B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-172K
- 77.57%
$23.29 - $23.93 $4.01M - $4.12M
49.8K $1.17B
VTV
Vanguard Value ETF

ETFs
-18.7K
- 21.72%
$168.32 - $181.87 $3.14M - $3.39M
67.2K $11.4B
VTI
Vanguard Total Stock Market Et

ETFs
-7.23K
- 85.93%
$280.04 - $302.45 $2.03M - $2.19M
1.18K $343M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.34K
- 9.42%
$176.42 - $186.91 $766K - $812K
41.8K $7.44B
VEU
Vanguard Ftse All World Ex Us

ETFs
-10
- 0.02%
$57.29 - $63.1 $573 - $631
41.3K $2.37B
ORCL
Oracle Corp

Technology
-427
- 20.69%
$165.41 - $192.43 $70.6K - $82.2K
1.64K $273M
COST
Costco Wholesale Corp

Consumer Defensive
-67
- 17.82%
$873.59 - $994.69 $58.5K - $66.6K
309 $283M
VEA
Vanguard Ftse Developed Market

ETFs
-247
- 3.71%
$47.57 - $52.44 $11.7K - $13K
6.41K $306M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-394
- 12.39%
$118.0 - $127.04 $46.5K - $50.1K
2.79K $339M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-408
- 13.99%
$100.24 - $101.35 $40.9K - $41.4K
2.51K $252M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-121
- 3.18%
$96.64 - $101.23 $11.7K - $12.2K
3.69K $357M
AOA
Ishares Tr Core Aggressive All

ETFs
-135
- 2.66%
$76.61 - $79.88 $10.3K - $10.8K
4.94K $379M
VO
Vanguard Mid Cap ETF

ETFs
-93
- 0.93%
$261.5 - $284.63 $24.3K - $26.5K
9.86K $2.61B
HYG
Ishares Tr

ETFs
-106
- 2.42%
$78.09 - $80.04 $8.28K - $8.48K
4.28K $337M
VB
Vanguard Small Cap ETF

ETFs
-170
- 1.61%
$233.76 - $261.58 $39.7K - $44.5K
10.4K $2.49B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9
- 1.36%
$521.84 - $558.82 $4.7K - $5.03K
654 $352M
VV
Vanguard Large Cap ETF

ETFs
-202
- 1.41%
$260.27 - $280.65 $52.6K - $56.7K
14.1K $3.81B
IVW
Ishares S&P 500 Growth ETF

ETFs
-472
- 1.27%
$94.43 - $105.47 $44.6K - $49.8K
36.8K $3.73B
AAPL
Apple Inc.

Technology
-575
- 1.36%
$221.69 - $259.02 $127K - $149K
41.6K $10.4B
Activity Summary
Buys All Purchases 26 New Holdings 18 Increased Positions 8 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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