Swmg, LLC Purchases in Q2 2025

Swmg, LLC

  • $279 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
133K
+ 120.85%
$52.4 - $64.65 $6.96M - $8.58M
243K $15.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
25.1K
+ 38.28%
$152.42 - $182.82 $3.83M - $4.59M
90.7K $16.6M
IEMG
Ishares Inc

ETFs
96.7K
+ 88.59%
N/A
206K $11M
IVE
Ishares S&P 500 Value ETF

ETFs
22.8K
+ 53.33%
$168.34 - $195.42 $3.84M - $4.46M
65.6K $12.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
15.5K
+ 12.23%
$82.96 - $110.1 $1.29M - $1.71M
142K $15.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
49K
+ 24.96%
$43.53 - $54.46 $2.13M - $2.67M
245K $13.3M
OEF
Ishares S&P 100 ETF

ETFs
10.8K
+ 106.4%
N/A
21K $5.59M
VTI
Vanguard Total Stock Market Et

ETFs
4.52K
+ 19.62%
$243.75 - $303.93 $1.1M - $1.37M
27.5K $8.37M
IXUS
Ishares Tr

ETFs
14.7K
+ 13.28%
$62.37 - $77.63 $917K - $1.14M
125K $9.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.9K
+ 247.0%
$58.41 - $72.69 $1.46M - $1.81M
35K $2.55M
NVO
Novo Nordisk A S

Healthcare
22.1K
New
$58.08 - $81.05 $1.29M - $1.79M
22.1K $1.53M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.04K
+ 29.08%
$180.84 - $240.32 $731K - $971K
17.9K $4.31M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.44K
New
$171.4 - $227.1 $933K - $1.24M
5.44K $1.24M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
22.4K
New
$50.09 - $51.09 $1.12M - $1.14M
22.4K $1.14M
IEFA
Ishares Tr

ETFs
3.64K
+ 4.52%
$67.83 - $84.09 $247K - $306K
84K $7.01M
VEA
Vanguard Ftse Developed Market

ETFs
9.31K
+ 17.69%
$45.65 - $57.01 $425K - $531K
61.9K $3.53M
NVDA
Nvidia Corp

Technology
3.03K
+ 71.21%
$94.31 - $157.99 $286K - $479K
7.29K $1.15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.01K
+ 88.12%
$90.56 - $109.49 $544K - $658K
12.8K $1.4M
SPYG
Spdr Portfolio

ETFs
6.05K
+ 106.59%
$71.83 - $95.32 $434K - $576K
11.7K $1.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.68K
+ 22.71%
$32.66 - $40.75 $251K - $313K
41.5K $1.68M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
5.08K
New
$53.75 - $67.21 $273K - $342K
5.08K $336K
PAYX
Paychex Inc

Industrials
2.23K
New
$137.01 - $159.78 $306K - $357K
2.23K $324K
TT
Trane Technologies PLC

Industrials
527
+ 58.56%
$315.21 - $437.41 $166K - $231K
1.43K $624K
FAST
Fastenal CO

Industrials
7.47K
New
$40.65 - $83.16 $304K - $621K
7.47K $313K
ETN
Eaton Corp PLC

Industrials
312
+ 13.15%
$246.52 - $356.99 $76.9K - $111K
2.69K $958K
XLK
Technology Sector Spdr

ETFs
142
+ 2.43%
$179.73 - $253.23 $25.5K - $36K
5.98K $1.51M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.82K
New
$82.51 - $109.2 $233K - $308K
2.82K $307K
KEX
Kirby Corp

Industrials
2.69K
New
$87.32 - $114.99 $235K - $309K
2.69K $305K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.02K
+ 79.85%
$70.44 - $86.87 $213K - $262K
6.8K $590K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
4.48K
New
$52.66 - $64.01 $236K - $287K
4.48K $286K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.07K
New
$104.23 - $134.39 $216K - $278K
2.07K $277K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.96K
New
$121.58 - $136.74 $238K - $267K
1.96K $265K
ORCL
Oracle Corp

Technology
1.18K
New
$122.82 - $218.63 $145K - $258K
1.18K $258K
MCHI
Ishares Msci China ETF

ETFs
4.54K
New
$45.22 - $55.86 $205K - $254K
4.54K $250K
GLDM
World Gold Trust

ETFs
3.34K
+ 39.81%
$58.96 - $67.97 $197K - $227K
11.7K $767K
DIS
Walt Disney CO

Communication Services
2K
New
$81.72 - $124.01 $164K - $249K
2K $248K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.44K
New
$122.04 - $169.14 $176K - $244K
1.44K $243K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.34K
New
$22.27 - $29.21 $186K - $243K
8.34K $243K
SNEX
Stone X Group Inc.

Financial Services
2.49K
New
$69.59 - $94.15 $173K - $235K
2.49K $227K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.7K
New
$71.28 - $83.74 $193K - $226K
2.7K $226K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.5K
+ 27.02%
$35.35 - $42.68 $159K - $192K
21.1K $900K
AVDV
American Centy ETF Tr Avantis

ETFs
2.78K
New
$61.76 - $79.32 $172K - $220K
2.78K $220K
DY
Dycom Industries Inc

Industrials
896
New
$138.96 - $245.71 $125K - $220K
896 $218K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.35K
New
$61.03 - $67.59 $204K - $226K
3.35K $214K
ILF
Ishares Latin America 40 ETF

ETFs
8.05K
New
$21.35 - $26.21 $172K - $211K
8.05K $211K
AOA
Ishares Tr Core Aggressive All

ETFs
2.39K
New
$69.46 - $83.4 $166K - $199K
2.39K $199K
EWY
Ishares Inc Msci South Korea E

ETFs
2.78K
New
$48.92 - $72.65 $136K - $202K
2.78K $199K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.31K
+ 23.39%
$45.11 - $52.34 $149K - $173K
17.5K $914K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.28K
+ 42.14%
$72.71 - $82.56 $165K - $188K
7.67K $625K
Activity Summary
Buys All Purchases 87 New Holdings 28 Increased Positions 59 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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