Swan Capital LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $203 Billion distributed in 345 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Lg Trm Corp Bd ETF with a value of $17.9B, Vanguard Whitehall Fds Intl Hi with a value of $15.6B, Vanguard Specialized Funds Van with a value of $15.4B, Vanguard Dividend Appreciation with a value of $11.5B, and Vanguard Whitehall Fds Intl Di with a value of $11.4B.
Examining the 13F form we can see an increase of $19.7B in the current position value, from $184B to 203B.
Swan Capital LLC is based out at Pensacola, FL
Below you can find more details about Swan Capital LLC portfolio as well as his latest detailed transactions.