Swp Financial LLC Purchases and Sells in Q2 2025

Swp Financial LLC

$182 Billion
Q2 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	39.9K + 103.08%	$52.4 - $64.65 $2.09M - $2.58M	78.6K $4.99B
OEF	4.29K + 63.53%	N/A	11K $3.36B
VWO	26.9K + 66.79%	$39.89 - $49.46 $1.07M - $1.33M	67.2K $3.32B
TLH	14.8K + 42.13%	$97.29 - $105.63 $1.44M - $1.57M	50K $5.08B
QUAL	3.83K + 7.44%	$152.42 - $182.82 $584K - $700K	55.3K $10.1B
DYNF	3.91K + 2.9%	$43.53 - $54.46 $170K - $213K	139K $7.57B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	105K New	N/A	105K $3.75B
BNDX	65.6K New	$48.77 - $49.55 $3.2M - $3.25M	65.6K $3.25B
STIP	17.9K New	$102.02 - $103.5 $1.83M - $1.86M	17.9K $1.85B
BLACKROCK ETF TRUST	56.4K New	N/A	56.4K $1.63B
BIV	6.96K New	$75.05 - $77.34 $522K - $538K	6.96K $538M
BND	6.91K New	$72.02 - $73.82 $497K - $510K	6.91K $508M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	-43.5K - 14.11%	$45.12 - $46.23 $1.96M - $2.01M	265K $12.2B
IVV	-6.72K - 17.9%	$498.8 - $620.9 $3.35M - $4.17M	30.8K $19.1B
BLACKROCK ETF TRUST II	-24.2K - 19.18%	N/A	102K $5.15B
VUG	-7.65K - 20.12%	$329.49 - $438.4 $2.52M - $3.35M	30.4K $13.3B
ICVT	-8.79K - 46.03%	$78.98 - $90.1 $694K - $792K	10.3K $928M
SPHY	-11.3K - 21.63%	$22.4 - $23.8 $252K - $268K	40.8K $971M

Activity Summary All Purchases 32 New Holdings 14 Increased Positions 18 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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