Swmg, LLC Incresed Positions in Q3 2025

Swmg, LLC

  • $304 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.87K
+ 4.92%
$620.67 - $670.08 $2.4M - $2.59M
82.5K $55.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
83.3K
+ 33.99%
$54.35 - $59.32 $4.53M - $4.94M
328K $19.4M
OEF
Ishares S&P 100 ETF

ETFs
21.8K
+ 103.56%
N/A
42.8K $11.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
32.2K
+ 22.61%
$108.97 - $121.65 $3.51M - $3.91M
174K $21.1M
SPSB
Spdr Portfolio Short Term Corp

ETFs
124K
+ 26.04%
$30.02 - $30.29 $3.73M - $3.76M
601K $18.2M
IVE
Ishares S&P 500 Value ETF

ETFs
10.8K
+ 16.51%
$194.44 - $206.51 $2.11M - $2.24M
76.4K $15.8M
IEMG
Ishares Inc

ETFs
55K
+ 26.73%
N/A
261K $14M
IEFA
Ishares Tr

ETFs
17.7K
+ 21.05%
$81.7 - $87.53 $1.44M - $1.55M
102K $8.88M
VTI
Vanguard Total Stock Market Et

ETFs
1.61K
+ 5.85%
$303.93 - $329.86 $489K - $531K
29.2K $9.57M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.2K
+ 12.24%
$236.25 - $257.69 $519K - $566K
20.1K $5.16M
VEA
Vanguard Ftse Developed Market

ETFs
9.9K
+ 15.98%
$56.02 - $60.3 $554K - $597K
71.8K $4.3M
AAPL
Apple Inc.

Technology
1.29K
+ 18.59%
$202.38 - $256.87 $260K - $331K
8.21K $2.09M
FAST
Fastenal CO

Industrials
9.52K
+ 127.36%
$42.47 - $50.39 $404K - $480K
17K $833K
MSFT
Microsoft Corp

Technology
843
+ 31.05%
$491.09 - $535.64 $414K - $452K
3.56K $1.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.25K
+ 30.65%
$49.43 - $54.52 $309K - $340K
26.6K $1.44M
ETN
Eaton Corp PLC

Industrials
939
+ 34.97%
$342.99 - $392.76 $322K - $369K
3.62K $1.36M
TJX
Tjx Companies Inc

Consumer Cyclical
1.88K
+ 34.63%
$121.35 - $144.54 $228K - $272K
7.32K $1.06M
TSLA
Tesla, Inc.

Consumer Cyclical
156
+ 8.25%
$293.94 - $444.72 $45.9K - $69.4K
2.05K $909K
ABC
Amerisourcebergen Corp

Healthcare
1.52K
+ 34.5%
N/A
5.94K $1.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.36K
+ 23.96%
$50.85 - $51.35 $272K - $275K
27.7K $1.42M
LLY
Eli Lilly & CO

Healthcare
382
+ 34.82%
$625.65 - $812.69 $239K - $310K
1.48K $1.13M
BR
Broadridge Financial Solutions, Inc.

Technology
1.22K
+ 33.64%
$233.75 - $266.89 $285K - $325K
4.84K $1.15M
ROL
Rollins Inc

Consumer Cyclical
4.05K
+ 34.41%
$55.05 - $58.74 $223K - $238K
15.8K $928K
SHW
Sherwin Williams CO

Basic Materials
711
+ 34.31%
$330.88 - $375.23 $235K - $267K
2.78K $963K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.74K
+ 10.54%
$92.26 - $97.51 $160K - $169K
18.2K $1.76M
SYK
Stryker Corp

Healthcare
768
+ 34.78%
$368.57 - $403.53 $283K - $310K
2.98K $1.1M
NVDA
Nvidia Corp

Technology
53
+ 0.73%
$153.3 - $186.58 $8.12K - $9.89K
7.34K $1.37M
ADP
Automatic Data Processing Inc

Industrials
877
+ 34.9%
$288.69 - $310.94 $253K - $273K
3.39K $994K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.1K
+ 73.22%
$28.92 - $32.19 $177K - $196K
14.4K $460K
TT
Trane Technologies PLC

Industrials
499
+ 34.97%
$398.96 - $472.54 $199K - $236K
1.93K $812K
TSCO
Tractor Supply CO

Consumer Cyclical
2.59K
+ 27.28%
$54.08 - $62.65 $140K - $162K
12.1K $687K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
2.3K
+ 51.41%
$64.14 - $69.37 $148K - $160K
6.78K $467K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2K
+ 9.48%
$42.26 - $47.16 $84.6K - $94.5K
23.1K $1.07M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.06K
+ 34.89%
$196.15 - $217.83 $209K - $232K
4.11K $829K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
480
+ 27.97%
$195.29 - $223.85 $93.7K - $107K
2.2K $487K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.48K
+ 54.61%
$84.28 - $89.46 $124K - $132K
4.18K $371K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.46%
$225.11 - $247.9 $5.63K - $6.2K
5.47K $1.35M
ORCL
Oracle Corp

Technology
14
+ 1.18%
$218.96 - $328.33 $3.07K - $4.6K
1.2K $336K
MCHI
Ishares Msci China ETF

ETFs
409
+ 9.0%
$54.58 - $65.85 $22.3K - $26.9K
4.95K $326K
ZTS
Zoetis Inc.

Healthcare
604
+ 32.06%
$141.13 - $159.19 $85.2K - $96.2K
2.49K $364K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
758
+ 23.72%
$91.44 - $91.77 $69.3K - $69.6K
3.95K $362K
PAYX
Paychex Inc

Industrials
790
+ 35.39%
$126.69 - $147.99 $100K - $117K
3.02K $383K
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.64%
$617.65 - $666.84 $4.32K - $4.67K
1.1K $734K
ILF
Ishares Latin America 40 ETF

ETFs
1.21K
+ 15.01%
$24.77 - $28.98 $29.9K - $35K
9.26K $267K
FLGB
Franklin Templeton ETF Tr

ETFs
1.15K
+ 11.57%
$30.37 - $32.35 $35K - $37.3K
11.1K $358K
IFRA
Ishares Tr

ETFs
17
+ 0.12%
$49.77 - $52.82 $846 - $898
14.5K $767K
AMD
Advanced Micro Devices Inc

Technology
26
+ 1.03%
$134.8 - $184.42 $3.5K - $4.79K
2.55K $411K
DY
Dycom Industries Inc

Industrials
15
+ 1.67%
$244.32 - $294.01 $3.66K - $4.41K
911 $265K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
548
+ 7.53%
N/A
7.82K $671K
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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