Swmg, LLC Incresed Positions 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
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
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
MSFT
Microsoft Corp

Technology
2.44K
+ 476.41%
$395.15 - $467.56 $966K - $1.14M
2.96K $1.27M
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
VTI
Vanguard Total Stock Market Et

ETFs
1.81K
+ 8.85%
$255.18 - $283.2 $462K - $513K
22.3K $6.31M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
8.29K
+ 102.11%
$81.1 - $89.18 $672K - $739K
16.4K $1.44M
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.11K
+ 17.75%
$105.53 - $118.34 $329K - $368K
20.7K $2.42M
IVE
Ishares S&P 500 Value ETF

ETFs
553
+ 2.07%
$181.06 - $197.17 $100K - $109K
27.2K $5.37M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.7K
+ 10.8%
$22.38 - $23.66 $285K - $301K
131K $3.06M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.43K
+ 61.68%
$45.2 - $47.87 $291K - $308K
16.9K $801K
MBB
Ishares Tr

ETFs
1.78K
+ 5.35%
$90.85 - $96.66 $161K - $172K
34.9K $3.35M
XLK
Technology Sector Spdr

ETFs
639
+ 11.77%
$197.34 - $237.68 $126K - $152K
6.07K $1.37M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.3K
+ 36.85%
$36.06 - $37.66 $119K - $124K
12.3K $461K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
519
+ 2.17%
$41.9 - $48.26 $21.7K - $25K
24.4K $1.17M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
746
+ 15.35%
$100.75 - $111.62 $75.2K - $83.3K
5.61K $612K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.33K
+ 5.71%
$43.99 - $46.63 $58.7K - $62.2K
24.7K $1.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.12K
+ 12.06%
$57.32 - $62.65 $64.3K - $70.2K
10.4K $649K
XLF
Financial Sector Spdr

ETFs
939
+ 6.55%
$40.84 - $45.74 $38.3K - $42.9K
15.3K $691K
BND
Vanguard Bd Index Fd Inc Total

ETFs
658
+ 11.94%
$71.45 - $75.64 $47K - $49.8K
6.17K $463K
MUB
Ishares National Muni Bond ETF

ETFs
457
+ 6.77%
$106.13 - $108.7 $48.5K - $49.7K
7.21K $783K
IBM
International Business Machines Corp

Technology
11
+ 0.89%
$175.1 - $223.38 $1.93K - $2.46K
1.25K $275K
XLY
Select Sector Spdr Consumer Di

ETFs
126
+ 6.24%
$170.05 - $200.86 $21.4K - $25.3K
2.15K $429K
IYW
Ishares Dj Us Tech ETF

ETFs
140
+ 0.49%
$133.16 - $158.73 $18.6K - $22.2K
29K $4.39M
XLI
Industrial Sector Spdr

ETFs
111
+ 4.36%
$120.56 - $135.44 $13.4K - $15K
2.66K $359K
ORCL
Oracle Corp

Technology
8
+ 0.51%
$125.9 - $170.35 $1.01K - $1.36K
1.59K $270K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
136
+ 3.59%
$77.23 - $87.97 $10.5K - $12K
3.92K $340K
SPYG
Spdr Portfolio

ETFs
298
+ 5.89%
$73.38 - $84.1 $21.9K - $25.1K
5.35K $444K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
218
+ 3.04%
$41.02 - $46.01 $8.94K - $10K
7.39K $336K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
550
+ 5.12%
$50.15 - $51.27 $27.6K - $28.2K
11.3K $578K
XLV
Select Sector Spdr Fund Health

ETFs
9
+ 0.29%
$143.3 - $157.24 $1.29K - $1.42K
3.16K $486K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
98
+ 5.85%
$113.45 - $126.18 $11.1K - $12.4K
1.77K $223K
VOX
Vanguard Communication Service

ETFs
41
+ 1.82%
$129.82 - $145.39 $5.32K - $5.96K
2.3K $334K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
167
+ 3.47%
$85.84 - $85.84 $14.3K - $14.3K
4.98K $427K
Blackrock ETF Trust Ii
3.19K
+ 47.99%
N/A
9.85K $0
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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