Swmg, LLC Purchases in Q3 2024

Swmg, LLC

  • $238 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
96.4K
+ 157.55%
$51.72 - $57.96 $4.99M - $5.59M
158K $9.07M
IVV
Ishares Core S&P 500 ETF

ETFs
3.14K
+ 3.31%
$520.18 - $576.82 $1.64M - $1.81M
98.3K $56.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
13.6K
New
$175.46 - $203.3 $2.39M - $2.77M
13.6K $2.77M
SPSB
Spdr Portfolio Short Term Corp

ETFs
69.6K
+ 23.78%
$29.58 - $30.31 $2.06M - $2.11M
363K $11M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
24.3K
+ 47.39%
$56.04 - $62.99 $1.36M - $1.53M
75.7K $4.63M
VONG
Vanguard Russell 1000 Growth E

ETFs
15.1K
New
$85.48 - $98.39 $1.29M - $1.49M
15.1K $1.46M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.19K
New
$178.94 - $207.0 $1.29M - $1.49M
7.19K $1.44M
AAPL
Apple Inc.

Technology
5.83K
+ 401.03%
$207.23 - $234.82 $1.21M - $1.37M
7.28K $1.7M
LMT
Lockheed Martin Corp

Industrials
1.54K
+ 37.64%
$460.3 - $584.56 $710K - $902K
5.64K $3.3M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
51.2K
New
$21.35 - $22.73 $1.09M - $1.16M
51.2K $1.15M
EFG
Msci Eafe Growth ETF

ETFs
5.64K
+ 7.38%
$96.84 - $108.77 $546K - $613K
82.1K $8.84M
IXUS
Ishares Tr

ETFs
5.77K
+ 5.13%
$64.9 - $73.35 $374K - $423K
118K $8.58M
LLY
Eli Lilly & CO

Healthcare
975
New
$772.14 - $960.02 $753K - $936K
975 $863K
VTI
Vanguard Total Stock Market Et

ETFs
1.81K
+ 8.85%
$255.18 - $283.2 $462K - $513K
22.3K $6.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.3K
+ 26.44%
$60.84 - $67.51 $625K - $694K
49.1K $3.32M
SYK
Stryker Corp

Healthcare
2.24K
New
$315.94 - $371.96 $706K - $831K
2.24K $807K
ETN
Eaton Corp PLC

Industrials
2.4K
New
$272.52 - $333.02 $655K - $800K
2.4K $795K
SHW
Sherwin Williams CO

Basic Materials
2.02K
New
$294.65 - $384.0 $594K - $775K
2.02K $769K
BALT
Innovator Etfs Tr
24.9K
New
$29.76 - $30.83 $740K - $766K
24.9K $766K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
8.29K
+ 102.11%
$81.1 - $89.18 $672K - $739K
16.4K $1.44M
ABC
Amerisourcebergen Corp

Healthcare
3.95K
New
N/A
3.95K $731K
BR
Broadridge Financial Solutions, Inc.

Technology
3.16K
New
$196.56 - $218.55 $621K - $691K
3.16K $679K
ACN
Accenture PLC

Technology
1.89K
New
$295.44 - $355.81 $557K - $671K
1.89K $666K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
15.1K
New
$38.22 - $43.47 $578K - $657K
15.1K $654K
VEA
Vanguard Ftse Developed Market

ETFs
9.29K
+ 21.09%
$47.6 - $53.31 $442K - $495K
53.3K $2.82M
QUAL
Ishares Msci Usa Quality Facto

ETFs
932
+ 1.74%
$162.64 - $179.3 $152K - $167K
54.6K $9.8M
TJX
Tjx Companies Inc

Consumer Cyclical
5.3K
New
$107.93 - $120.23 $572K - $637K
5.3K $622K
ADP
Automatic Data Processing Inc

Industrials
2.24K
New
$233.44 - $279.45 $523K - $627K
2.24K $620K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.72K
New
$210.25 - $231.86 $572K - $630K
2.72K $606K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
6.75K
New
$72.41 - $86.76 $489K - $586K
6.75K $556K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.11K
+ 17.75%
$105.53 - $118.34 $329K - $368K
20.7K $2.42M
TSLA
Tesla, Inc.

Consumer Cyclical
1.96K
New
$191.76 - $263.26 $376K - $517K
1.96K $513K
IVE
Ishares S&P 500 Value ETF

ETFs
553
+ 2.07%
$181.06 - $197.17 $100K - $109K
27.2K $5.37M
TSCO
Tractor Supply CO

Consumer Cyclical
1.72K
New
$251.95 - $290.93 $433K - $500K
1.72K $499K
IAU
Ishares Gold Trust

ETFs
9.94K
New
$44.06 - $50.5 $438K - $502K
9.94K $494K
PEP
Pepsico Inc

Consumer Defensive
2.42K
New
$161.9 - $179.3 $391K - $433K
2.42K $410K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.7K
+ 10.8%
$22.38 - $23.66 $285K - $301K
131K $3.06M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16.3K
New
$23.04 - $24.06 $375K - $392K
16.3K $391K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.43K
+ 61.68%
$45.2 - $47.87 $291K - $308K
16.9K $801K
MRK
Merck & Co., Inc.

Healthcare
2.8K
New
$111.15 - $128.97 $311K - $360K
2.8K $317K
MBB
Ishares Tr

ETFs
1.78K
+ 5.35%
$90.85 - $96.66 $161K - $172K
34.9K $3.35M
ROL
Rollins Inc

Consumer Cyclical
5.77K
New
$45.93 - $51.4 $265K - $297K
5.77K $291K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.95K
New
$49.93 - $51.15 $247K - $253K
4.95K $253K
NVDA
Nvidia Corp

Technology
1.97K
New
$98.91 - $134.91 $195K - $266K
1.97K $239K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2K
New
$114.73 - $120.23 $230K - $241K
2K $239K
VGSH
Vanguard

ETFs
3.77K
New
$57.74 - $59.13 $217K - $223K
3.77K $222K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.65K
New
$57.8 - $60.8 $211K - $222K
3.65K $220K
VDC
Vanguard Consumer Staples ETF

ETFs
971
New
$201.77 - $221.32 $196K - $215K
971 $212K
DIS
Walt Disney CO

Communication Services
2.03K
New
$85.6 - $98.61 $174K - $200K
2.03K $195K
Activity Summary
Buys All Purchases 76 New Holdings 34 Increased Positions 42 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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